Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
AV Hunter Trust Incorporated
 
Number and street (or P.O. box number if mail is not delivered to street address)650 South Cherry Street No 535
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Glendale, CO80246
A Employer identification number

84-0461332
B Telephone number (see instructions)

(303) 399-5450
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$81,045,601J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 232,181 232,181  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,250,170
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 16,071,521
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -197,315 124,009  
12 Total. Add lines 1 through 11........ 16,285,036 16,427,711  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 293,000 24,650   268,350
14 Other employee salaries and wages...... 339,041 5,239   333,802
15 Pension plans, employee benefits....... 184,397 5,160   179,237
16a Legal fees (attach schedule)......... Click to see attachment 29,039 0   29,039
b Accounting fees (attach schedule)....... Click to see attachment 25,693 6,960   18,733
c Other professional fees (attach schedule).... Click to see attachment 309,325 266,146   43,179
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 236,500 0   0
19 Depreciation (attach schedule) and depletion... 5,968 0  
20 Occupancy.............. 89,945 8,995   80,951
21 Travel, conferences, and meetings....... 395 0   395
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,969 0   6,969
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,520,272 317,150   960,655
25 Contributions, gifts, grants paid....... 2,553,215 2,553,215
26 Total expenses and disbursements. Add lines 24 and 25 4,073,487 317,150   3,513,870
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,211,549
b Net investment income (if negative, enter -0-) 16,110,561
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,858,553 266,668 266,668
2 Savings and temporary cash investments......... 160,809 1,146,895 1,146,895
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 24,938,366 Click to see attachment591,939 693,517
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 29,516,519 Click to see attachment66,820,988 77,062,803
14 Land, buildings, and equipment: basis bullet29,839
Less: accumulated depreciation (attach schedule) bullet19,395 16,412 Click to see attachment10,444 10,444
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment1,865,274 Click to see attachment1,865,274
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,490,659 70,702,208 81,045,601
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 58,490,659 70,702,208
29 Total net assets or fund balances (see instructions)..... 58,490,659 70,702,208
30 Total liabilities and net assets/fund balances (see instructions). 58,490,659 70,702,208
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
58,490,659
2
Enter amount from Part I, line 27a .....................
2
12,211,549
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
70,702,208
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
70,702,208
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly traded securities      
b Capital gains reported by pass-through P    
c Capital gains reported by pass-through entities P    
d Less capital gains reported on Form 900-T P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       10,783,070
b       5,288,451
c       178,649
d       -178,649
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       10,783,070
b       5,288,451
c       178,649
d       -178,649
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 16,071,521
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 223,937
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 223,937
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 223,937
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 197,079
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 26,858
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 223,937
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.avhuntertrust.org
    14
    The books are in care ofbulletAV Hunter Trust Incorporated Telephone no.bullet (303) 399-5450

    Located atbullet650 S Cherry Street Suite 535GlendaleCO ZIP+4bullet80246
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Allan B Adams President
    1.00     		20,000 0 0
    650 S Cherry Street Suite 535
    Denver,CO80246
    Mary K Anstine Vice President
    1.00     		20,000 0 0
    650 S Cherry Street Suite 535
    Denver,CO80246
    Jeremy O May Treasurer
    1.00     		20,000 0 0
    650 S Cherry Street Suite 535
    Denver,CO80246
    W Robert Alexander Trustee
    1.00     		20,000 0 0
    650 S Cherry Street Suite 535
    Denver,CO80246
    Bruce K Alexander Trustee
    1.00     		20,000 0 0
    650 S Cherry Street Suite 535
    Denver,CO80246
    Barbara Howie Executive Director/Sec.
    40.00     		193,000 56,309 0
    650 S Cherry Street Suite 535
    Denver,CO80246
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Charlotte A Gillespie Sr. Program Officer
    40.00     		132,000 37,032 0
    650 S Cherry St Ste 535
    Glendale,CO80246
    Janet Willson Controller
    36.00     		104,776 19,551 0
    650 S Cherry St Ste 535
    Glendale,CO80246
    Ryan Campbell Program Officer
    40.00     		80,000 25,869 0
    650 S Cherry St Ste 535
    Glendale,CO80246
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Perella Weinberg Partners Capital Management Investment advisory services 120,814
    7979 East Tufts Avenue Suite 700
    Denver,CO80237
    Ashen Investment Management LLC Investment advisory services 67,193
    104 Ashford Court
    Pittsburgh,PA15237
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    71,219,818
    b
    Average of monthly cash balances.......................
    1b
    1,807,246
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    73,027,064
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    73,027,064
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,095,406
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    71,931,658
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,596,583
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,596,583
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    223,937
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    223,937
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,372,646
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,372,646
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,372,646
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,513,870
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,513,870
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,513,870
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 3,372,646
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 3,373,616
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,513,870
    a Applied to 2019, but not more than line 2a 3,373,616
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 140,254
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		3,232,392
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    J Willson
    650 South Cherry Street Suite 535
    Glendale,CO80246
    (303) 399-5450
    bThe form in which applications should be submitted and information and materials they should include:
    The Trust only accepts Letters of Inquiry, Grant Applications, and Grant Reports online. Applicant organizations that have not been funded by the A.V. Hunter Trust in the previous calendar year must call the Trust office to determine if the applicant organization is a fit with the Trust's funding priorities, and submit an initial letter of inquiry. Detailed instructions are available on the Trust's website: avhuntertrust.org.
    cAny submission deadlines:
    Grants are approved for funding in February, May, August and November of each year.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The Trust funds general operating and program support. The Trust will consider only one request from an organization during any calendar year. Organizations must have been operating as a 501(c)(3) for at least three years and, if a new applicant, cannot have had an operating deficit for the last two completed fiscal years. The Trust does not accept proposals from organizations using a fiscal agent or fiscal sponsor. Applicants must be located within the State of Colorado and benefit Colorado residents.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    4 The Children
    129 County Road 250
    Durango,CO81301     		  Public Charity General Operating Support 10,000
    A Little Help
    2755 S Locust St Ste 220
    Denver,CO80222     		  Public Charity General Operating Support 12,500
    A Little Help
    2755 S Locust St Ste 220
    Denver,CO80222     		  Public Charity General Operating Support 10,000
    Adam's Camp
    6767 S Spruce St Suite 102
    Centennial,CO80112     		  Public Charity General Operating Support 30,000
    Adams County Emergency Food Bank
    PO Box 17492
    Denver,CO80217     		  Public Charity General Operating Support 10,000
    Adams County Emergency Food Bank
    PO Box 17492
    Denver,CO80217     		  Public Charity General Operating Support 5,000
    Adaptive Sports Association
    PO Box 1884
    Durango,CO81302     		  Public Charity General Operating Support 10,000
    Adaptive Sports Association
    PO Box 1884
    Durango,CO81302     		  Public Charity General Operating Support 2,500
    Advocate Safehouse Project
    PO Box 2036
    Glenwood Springs,CO81602     		  Public Charity General Operating Support 10,000
    Advocates for a Violence-Free Community
    PO Box 155
    Hot Sulphur Springs,CO80451     		  Public Charity General Operating Support 10,000
    All Points Transit
    PO Box 1416
    Montrose,CO81402     		  Public Charity General Operating Support 20,000
    Alternative Horizons Corporation
    701 Camino Del Rio Suite 214
    Durango,CO81301     		  Public Charity General Operating Support 10,000
    Alternative Horizons Corporation
    701 Camino Del Rio Suite 214
    Durango,CO81301     		  Public Charity General Operating Support 7,500
    Angel Baskets Inc
    PO Box 22000 PMB 574
    Telluride,CO81435     		  Public Charity General Operating Support 10,000
    Angel Baskets Inc
    PO Box 22000 PMB 574
    Telluride,CO81435     		  Public Charity General Operating Support 5,000
    Assistance League of Colorado Springs
    405 South Nevada
    Colorado Springs,CO80903     		  Public Charity General Operating Support 10,000
    Assistance League of Denver
    6265 E Evans Avenue Suite 15
    Denver,CO80222     		  Public Charity General Operating Support 10,000
    Assistance League of Pueblo
    PO Box 585
    Pueblo,CO81002     		  Public Charity General Operating Support 10,000
    Baby Bear Hugs
    201 S Main St
    Yuma,CO80759     		  Public Charity General Operating Support 15,000
    Bags of Fun
    7200 S Alton Way B130
    Centennial,CO80112     		  Public Charity General Operating Support 10,000
    Bayaud Enterprises
    333 W Bayaud Ave
    Denver,CO80223     		  Public Charity General Operating Support 20,000
    BeyondHome
    PO Box 740130
    Arvada,CO80006     		  Public Charity General Operating Support 12,500
    Bienvenidos Food Bank
    3810 Pecos Street
    Denver,CO80211     		  Public Charity General Operating Support 10,000
    Blue Star Recyclers
    100 Talamine Court
    Colorado Springs,CO80903     		  Public Charity General Operating Support 10,000
    Blue Star Recyclers
    100 Talamine Court
    Colorado Springs,CO80903     		  Public Charity General Operating Support 5,000
    Boys & Girls Club of Fremont County
    PO Box 1537
    Canon City,CO812151537     		  Public Charity General Operating Support 10,000
    Boys & Girls Clubs of Chaffee County
    PO Box 1430
    Salida,CO81201     		  Public Charity General Operating Support 10,000
    Boys & Girls Clubs of La Plata County
    2750 Main Avenue
    Durango,CO81301     		  Public Charity General Operating Support 10,000
    Boys & Girls Clubs of Northwest Colorado
    PO Box 1251
    Craig,CO81626     		  Public Charity General Operating Support 10,000
    Boys & Girls Clubs of the High Rockies
    PO Box 2167
    Fairplay,CO80440     		  Public Charity General Operating Support 10,000
    Bright Future Foundation
    PO Box 2558
    Avon,CO81620     		  Public Charity General Operating Support 12,500
    Bright Future Foundation
    PO Box 2558
    Avon,CO81620     		  Public Charity General Operating Support 5,000
    Bright Futures For Early Childhood and Families
    PO Box 4216
    Telluride,CO81435     		  Public Charity General Operating Support 10,000
    Bright Futures For Early Childhood and Families
    PO Box 4216
    Telluride,CO81435     		  Public Charity General Operating Support 5,000
    Canon Literacy Center Inc
    PO Box 1793
    Canon City,CO81215     		  Public Charity General Operating Support 10,000
    Capitol Hill Community Services
    3615 S Huron St 206
    Englewood,CO80110     		  Public Charity General Operating Support 17,500
    CASA of Larimer County
    3105 East Harmony Road
    Fort Collins,CO80528     		  Public Charity General Operating Support 17,500
    CASA of Mesa County
    360 Grand Ave Suite 201
    Grand Junction,CO81501     		  Public Charity General Operating Support 15,000
    CASA of Pueblo
    130 W Abriendo Ave
    Pueblo,CO81004     		  Public Charity General Operating Support 25,000
    CASA of the Continental Divide
    PO Box 2092
    Dillon,CO80435     		  Public Charity General Operating Support 12,500
    CASA of the Ninth
    PO Box 3004
    Glenwood Springs,CO81602     		  Public Charity General Operating Support 10,000
    CASA of the Seventh Judicial District Inc
    PO Box 1708
    Montrose,CO81402     		  Public Charity General Operating Support 20,000
    Chain of Love Corporation
    1402 S Main Street
    Delta,CO81416     		  Public Charity General Operating Support 10,000
    Chanda Plan Foundation
    1630 Carr St
    Lakewood,CO802145985     		  Public Charity General Operating Support 10,000
    Chanda Plan Foundation
    1630 Carr St
    Lakewood,CO802145985     		  Public Charity General Operating Support 5,000
    Children's Literacy Center
    2928 Straus Lane Suite 100
    Colorado Springs,CO80907     		  Public Charity General Operating Support 10,000
    Clothes To Kids of Denver Inc
    2890 S Colorado Blvd Suite M3
    Denver,CO80222     		  Public Charity General Operating Support 15,000
    Cloud City Conservation Center
    PO Box 459
    Leadville,CO80461     		  Public Charity General Operating Support 10,000
    Coal Creek Meals on Wheels
    455 N Burlington Ave
    Lafayette,CO80026     		  Public Charity General Operating Support 10,000
    Colorado Discover Ability
    601 Struthers Ave
    Grand Junction,CO81501     		  Public Charity General Operating Support 10,000
    Colorado East Community Action Agency
    PO Box 1214
    Limon,CO80828     		  Public Charity General Operating Support 10,000
    Colorado Foundation for Conductive Education
    PO Box 746297
    Arvada,CO80006     		  Public Charity General Operating Support 10,000
    Colorado UpLift
    400 West 48th Avenue Suite 250
    Denver,CO80216     		  Public Charity General Operating Support 15,000
    Community Food Bank
    PO Box 3614
    Grand Junction,CO81502     		  Public Charity General Operating Support 10,000
    Community Food Bank
    PO Box 3614
    Grand Junction,CO81502     		  Public Charity General Operating Support 5,000
    Community Ministry of Southwest Denver
    1755 S Zuni St
    Denver,CO80223     		  Public Charity General Operating Support 17,500
    Community Partnership Family Resource Center
    PO Box 396
    Divide,CO80814     		  Public Charity General Operating Support 10,000
    Community Partnership Family Resource Center
    PO Box 396
    Divide,CO80814     		  Public Charity General Operating Support 5,000
    Cooperating Ministry of Logan County
    230 N 10th Ave
    Sterling,CO80751     		  Public Charity General Operating Support 10,000
    Cooperating Ministry of Logan County
    230 N 10th Ave
    Sterling,CO80751     		  Public Charity General Operating Support 5,000
    Counseling and Education Center
    2708 Patterson Road
    Grand Junction,CO81506     		  Public Charity General Operating Support 10,000
    Crossroads Safehouse Inc
    PO Box 993
    Fort Collins,CO80522     		  Public Charity General Operating Support 10,000
    Crossroads Safehouse Inc
    PO Box 993
    Fort Collins,CO80522     		  Public Charity General Operating Support 2,500
    Custer County Community Sharing Center Inc
    PO Box 1592
    Westcliffe,CO81252     		  Public Charity General Operating Support 10,000
    Custer County Community Sharing Center Inc
    PO Box 1592
    Westcliffe,CO81252     		  Public Charity General Operating Support 5,000
    Dental Lifeline Network Colorado
    1800 15th Street Suite 100
    Denver,CO80202     		  Public Charity General Operating Support 25,000
    Denver Santa Claus Shop
    PO Box 102104
    Denver,CO80250     		  Public Charity General Operating Support 10,000
    Durango Adult Education Center
    701 Camino Del Rio Suite 301
    Durango,CO81301     		  Public Charity General Operating Support 10,000
    Eaton Senior Communities Foundation
    333 S Eaton St
    Lakewood,CO80226     		  Public Charity General Operating Support 10,000
    English In Action
    PO Box 4856
    Basalt,CO81621     		  Public Charity General Operating Support 10,000
    Estes Valley Investment in Childhood Success
    PO Box 3373
    Estes Park,CO80517     		  Public Charity General Operating Support 10,000
    Estes Valley Investment in Childhood Success
    PO Box 3373
    Estes Park,CO80517     		  Public Charity General Operating Support 5,000
    Extended Hands of Hope
    PO Box 1938
    Broomfield,CO80038     		  Public Charity General Operating Support 10,000
    Extended Hands of Hope
    PO Box 1938
    Broomfield,CO80038     		  Public Charity General Operating Support 7,500
    Family Resource Center
    120 Main Street
    Sterling,CO80751     		  Public Charity General Operating Support 10,000
    Family Resource Center
    120 Main Street
    Sterling,CO80751     		  Public Charity General Operating Support 5,000
    Food for Thought Denver
    P O Box 11813
    Denver,CO80211     		  Public Charity General Operating Support 10,000
    Fostering Hope Foundation
    111 S Tejon Street Suite 112
    Colorado Springs,CO80903     		  Public Charity General Operating Support 10,000
    Four Corners Child Advocacy Center
    118 North Chestnut
    Cortez,CO81321     		  Public Charity General Operating Support 10,000
    Franciscan Community Counseling Inc
    7665 Assisi Heights
    Colorado Springs,CO80919     		  Public Charity General Operating Support 10,000
    Fresh Start Center
    7375 Adventure Way
    Colorado Springs,CO80923     		  Public Charity General Operating Support 10,000
    Fresh Start Center
    7375 Adventure Way
    Colorado Springs,CO80923     		  Public Charity General Operating Support 5,000
    Full Circle of Lake County Inc
    PO Box 622
    Leadville,CO80461     		  Public Charity General Operating Support 15,000
    Gateway Domestic Violence Services
    PO Box 914
    Aurora,CO80040     		  Public Charity General Operating Support 17,500
    Gateway Domestic Violence Services
    PO Box 914
    Aurora,CO80040     		  Public Charity General Operating Support 2,500
    Grand County Rural Health Network
    PO Box 95
    Hot Sulphur Springs,CO80451     		  Public Charity General Operating Support 10,000
    Greeley Transitional House
    1206 10th St
    Greeley,CO80631     		  Public Charity General Operating Support 10,000
    Harmony Acres Equestrian Center
    PO Box 38
    Fruita,CO81521     		  Public Charity General Operating Support 10,000
    Haven House of Montrose Inc
    PO Box 3122
    Montrose,CO81402     		  Public Charity General Operating Support 10,000
    Heart & Hand Center
    2736 Welton Street Suite 204
    Denver,CO80205     		  Public Charity General Operating Support 10,000
    Help & Hope Center
    1638 Park Street
    Castle Rock,CO80109     		  Public Charity General Operating Support 12,500
    Help & Hope Center
    1638 Park Street
    Castle Rock,CO80109     		  Public Charity General Operating Support 5,000
    Help the Needy
    PO Box 644
    Woodland Park,CO80866     		  Public Charity General Operating Support 10,000
    Help the Needy
    PO Box 644
    Woodland Park,CO80866     		  Public Charity General Operating Support 5,000
    High Valley Community Center Inc
    595 Grand Ave
    Del Norte,CO81132     		  Public Charity General Operating Support 12,500
    HomeAid Colorado
    7721 W 6th Ave Unit A
    Lakewood,CO80214     		  Public Charity General Operating Support 10,000
    Homeless Outreach Providing Encouragement - HOPE
    804 S Lincoln St
    Longmont,CO80501     		  Public Charity General Operating Support 10,000
    Homeless Outreach Providing Encouragement - HOPE
    804 S Lincoln St
    Longmont,CO80501     		  Public Charity General Operating Support 7,500
    Homeward Alliance
    PO Box 873
    Fort Collins,CO80522     		  Public Charity General Operating Support 10,000
    House of Neighborly Service
    1511 East 11th Street Suite 100
    Loveland,CO80537     		  Public Charity General Operating Support 20,000
    House of Neighborly Service
    1511 East 11th Street Suite 100
    Loveland,CO80537     		  Public Charity General Operating Support 5,000
    Integrated Family Community Services
    3370 South Irving Street
    Englewood,CO80110     		  Public Charity General Operating Support 15,000
    Intercambio Uniting Communities
    4735 Walnut Street Suite B
    Boulder,CO80301     		  Public Charity General Operating Support 20,000
    Karis Community
    1361 Detroit Street
    Denver,CO80206     		  Public Charity General Operating Support 12,500
    Kenzi's Causes
    2230 South Fraser Street Unit 3
    Aurora,CO80014     		  Public Charity General Operating Support 10,000
    Kids At Their Best
    PO Box 382
    Fort Morgan,CO80701     		  Public Charity General Operating Support 10,000
    Kids Mobility Network
    7390 S Fraser Street Unit A
    Centennial,CO80112     		  Public Charity General Operating Support 17,500
    KIND - Kids in Need of Dentistry
    2465 S Downing St Suite 210
    Denver,CO80210     		  Public Charity General Operating Support 15,000
    La Plata Family Centers Coalition
    10 Town Plaza 316
    Durango,CO81301     		  Public Charity General Operating Support 15,000
    La Plata Family Centers Coalition
    10 Town Plaza 316
    Durango,CO81301     		  Public Charity General Operating Support 5,000
    La Plata Youth Services Inc
    2490 Main Avenue
    Durango,CO81301     		  Public Charity General Operating Support 10,000
    La Puente Home Inc
    PO Box 1235
    Alamosa,CO81101     		  Public Charity General Operating Support 30,000
    La Puente Home Inc
    PO Box 1235
    Alamosa,CO81101     		  Public Charity General Operating Support 5,000
    Lamar Area Hospice Association
    PO Box 843
    Lamar,CO81052     		  Public Charity General Operating Support 15,000
    Life Stories Child & Family Advocacy
    1640 25th Avenue
    Greeley,CO80634     		  Public Charity General Operating Support 17,500
    LiftUp of Routt County
    2125 Curve Court
    Steamboat Springs,CO80487     		  Public Charity General Operating Support 10,000
    LiftUp of Routt County
    2125 Curve Court
    Steamboat Springs,CO80487     		  Public Charity General Operating Support 5,000
    Listen Foundation Inc
    6950 East Belleview Avenue Suite
    203
    Greenwood Village,CO80111     		  Public Charity General Operating Support 10,000
    Literacy Outreach
    1127 School Street
    Glenwood Springs,CO81601     		  Public Charity General Operating Support 10,000
    Loaves and Fishes Ministries of Fremont County
    241 Justice Center Rd
    Canon City,CO81212     		  Public Charity General Operating Support 12,500
    Longmont Meals on Wheels
    910 Longs Peak Avenue
    Longmont,CO80501     		  Public Charity General Operating Support 15,000
    Manna - The Durango Soup Kitchen
    PO Box 1196
    Durango,CO81302     		  Public Charity General Operating Support 12,500
    Manna - The Durango Soup Kitchen
    PO Box 1196
    Durango,CO81302     		  Public Charity General Operating Support 5,000
    Maria Droste Counseling Center
    1355 S Colorado Blvd Ste C-100
    Denver,CO80222     		  Public Charity General Operating Support 27,500
    Meals on Wheels of Boulder Inc
    3701 Canfield Street
    Boulder,CO80301     		  Public Charity General Operating Support 17,500
    Meals On Wheels of Loveland & Berthoud
    437 N Garfield Ave
    Loveland,CO80537     		  Public Charity General Operating Support 12,500
    Medicine Horse Center Therapeutic Riding & Equine Rehabilitation
    PO Box 1074
    Mancos,CO81328     		  Public Charity General Operating Support 20,000
    Metro Denver Partners
    1625 E 35th Ave
    Denver,CO80205     		  Public Charity General Operating Support 10,000
    Morgan County Family Center
    411 Main Street Suite 100
    Fort Morgan,CO80701     		  Public Charity General Operating Support 10,000
    Morgan County Family Center
    411 Main Street Suite 100
    Fort Morgan,CO80701     		  Public Charity General Operating Support 5,000
    Nederland Food Pantry
    PO Box 154
    Nederland,CO80466     		  Public Charity General Operating Support 10,000
    Northerners Senior Citizens Inc
    P O Box 308
    La Jara,CO81140     		  Public Charity General Operating Support 10,000
    Nourish Meals on Wheels
    PO Box 3108
    Centennial,CO80161     		  Public Charity General Operating Support 12,500
    Nourish Meals on Wheels
    PO Box 3108
    Centennial,CO80161     		  Public Charity General Operating Support 5,000
    One to One Mentoring
    PO Box 1574
    Telluride,CO81435     		  Public Charity General Operating Support 10,000
    Open Cupboard Food Pantry
    200 E 4th St
    Rifle,CO81650     		  Public Charity General Operating Support 10,000
    Open Cupboard Food Pantry
    200 E 4th St
    Rifle,CO81650     		  Public Charity General Operating Support 5,000
    Outdoor Buddies Inc
    555 Highlands Road
    Westcliffe,CO81252     		  Public Charity General Operating Support 10,000
    Parker Task Force for Human Services
    19105 Longs Way
    Parker,CO80016     		  Public Charity General Operating Support 12,500
    Parker Task Force for Human Services
    19105 Longs Way
    Parker,CO80016     		  Public Charity General Operating Support 5,000
    Partners
    530 South College Avenue Unit 1
    Fort Collins,CO80524     		  Public Charity General Operating Support 10,000
    Partners in Routt County
    PO Box 774325
    Steamboat Springs,CO80477     		  Public Charity General Operating Support 10,000
    Partners of Delta Montrose and Ouray
    315 S 7th St
    Montrose,CO81401     		  Public Charity General Operating Support 10,000
    Phillips County Family Education Services Inc
    PO Box 365
    Holyoke,CO80734     		  Public Charity General Operating Support 15,000
    Prairie Family Center
    1040 Rose Ave
    Burlington,CO80807     		  Public Charity General Operating Support 10,000
    Prairie Family Center
    1040 Rose Ave
    Burlington,CO80807     		  Public Charity General Operating Support 5,000
    Pro Bono Project of Mesa County Inc
    1129 Colorado Ave
    Grand Junction,CO81501     		  Public Charity General Operating Support 10,000
    Project Hope of Gunnison Valley
    PO Box 1812
    Gunnison,CO81230     		  Public Charity General Operating Support 10,000
    Project Hope of Gunnison Valley
    PO Box 1812
    Gunnison,CO81230     		  Public Charity General Operating Support 5,000
    Project Self-Sufficiency
    375 W 37th Street 150
    Loveland,CO80538     		  Public Charity General Operating Support 25,000
    Reach-Out Colorado Inc
    PO Box 1222
    Rifle,CO81650     		  Public Charity General Operating Support 10,000
    Reach-Out Colorado Inc
    PO Box 1222
    Rifle,CO81650     		  Public Charity General Operating Support 5,000
    Reaching Out to Community and Kids
    PO Box 364
    Dove Creek,CO81324     		  Public Charity General Operating Support 10,000
    Respite Care Inc
    6203 S Lemay Ave
    Fort Collins,CO80525     		  Public Charity General Operating Support 15,000
    Response
    405 Castle Creek Road Suite 203
    Aspen,CO81611     		  Public Charity General Operating Support 10,000
    Rise Above Violence
    PO Box 2913
    Pagosa Springs,CO81147     		  Public Charity General Operating Support 10,000
    Rise Above Violence
    PO Box 2913
    Pagosa Springs,CO81147     		  Public Charity General Operating Support 5,000
    River Bridge Regional Center
    520 21st Street
    Glenwood Springs,CO81601     		  Public Charity General Operating Support 10,000
    River Center of New Castle
    PO Box 272
    New Castle,CO81647     		  Public Charity General Operating Support 10,000
    River Center of New Castle
    PO Box 272
    New Castle,CO81647     		  Public Charity General Operating Support 5,000
    Riverside Educational Center
    PO Box 4367
    Grand Junction,CO81502     		  Public Charity General Operating Support 10,000
    Routt County Council on Aging
    PO Box 770207
    Steamboat Springs,CO80477     		  Public Charity General Operating Support 10,000
    SARA Inc
    PO Box 633
    Fort Morgan,CO80701     		  Public Charity General Operating Support 10,000
    Sacred Heart House of Denver
    2844 Lawrence Street
    Denver,CO80205     		  Public Charity General Operating Support 12,500
    Safe Shelter of St Vrain Valley
    PO Box 231
    Longmont,CO80502     		  Public Charity General Operating Support 15,000
    Safe Shelter of St Vrain Valley
    PO Box 231
    Longmont,CO80502     		  Public Charity General Operating Support 2,500
    SafeHouse Denver Inc
    1649 Downing Street
    Denver,CO80218     		  Public Charity General Operating Support 17,500
    SafeHouse Denver Inc
    1649 Downing Street
    Denver,CO80218     		  Public Charity General Operating Support 2,500
    Safehouse Progressive Alliance for Nonviolence
    835 North Street
    Boulder,CO80304     		  Public Charity General Operating Support 10,000
    Safehouse Progressive Alliance for Nonviolence
    835 North Street
    Boulder,CO80304     		  Public Charity General Operating Support 10,000
    Senior Resource Services
    800 8th Ave Suite 229
    Greeley,CO80631     		  Public Charity General Operating Support 10,000
    Senior Resource Services
    800 8th Ave Suite 229
    Greeley,CO80631     		  Public Charity General Operating Support 5,000
    Senior Services Solutions Plus
    321 North Cottonwood Avenue
    Canon City,CO81212     		  Public Charity General Operating Support 10,000
    Senior Services Solutions Plus
    321 North Cottonwood Avenue
    Canon City,CO81212     		  Public Charity General Operating Support 5,000
    Sexual Assault Services Organization
    PO Box 2723
    Durango,CO81302     		  Public Charity General Operating Support 10,000
    Sexual Assault Victim Advocate Center
    4812 S College Ave
    Fort Collins,CO80525     		  Public Charity General Operating Support 10,000
    Sexual Assault Victim Advocate Center
    4812 S College Ave
    Fort Collins,CO80525     		  Public Charity General Operating Support 10,000
    Sharing Ministries Inc
    49 N 1st Street
    Montrose,CO81401     		  Public Charity General Operating Support 10,000
    Sharing Ministries Inc
    49 N 1st Street
    Montrose,CO81401     		  Public Charity General Operating Support 5,000
    Silverton Youth Center
    PO Box 128
    Silverton,CO81433     		  Public Charity General Operating Support 10,000
    Six Points Evaluation and Training Inc
    PO Box 1002
    Gunnison,CO81230     		  Public Charity General Operating Support 10,000
    Six Points Evaluation and Training Inc
    PO Box 1002
    Gunnison,CO81230     		  Public Charity General Operating Support 5,000
    Sparrow House Ministries
    PO Box 983
    Lamar,CO81052     		  Public Charity General Operating Support 10,000
    Sparrow House Ministries
    PO Box 983
    Lamar,CO81052     		  Public Charity General Operating Support 5,000
    St George Community Meals
    PO Box 243
    Leadville,CO80461     		  Public Charity General Operating Support 20,000
    St George Community Meals
    PO Box 243
    Leadville,CO80461     		  Public Charity General Operating Support 5,000
    StableStrides
    13620 Halleluiah Trail
    Elbert,CO80106     		  Public Charity General Operating Support 17,500
    StableStrides
    13620 Halleluiah Trail
    Elbert,CO80106     		  Public Charity General Operating Support 2,500
    Step Denver
    2029 Larimer Street
    Denver,CO80205     		  Public Charity General Operating Support 25,000
    Sun Valley Youth Center
    1230 Decatur Street
    Denver,CO80204     		  Public Charity General Operating Support 10,000
    Teller Senior Coalition
    PO Box 6956
    Woodland Park,CO80866     		  Public Charity General Operating Support 10,000
    Teller Senior Coalition
    PO Box 6956
    Woodland Park,CO80866     		  Public Charity General Operating Support 10,000
    The Abraham Connection
    PO Box 910
    Delta,CO81416     		  Public Charity General Operating Support 10,000
    The Bridge Emergency Shelter
    735 N Park St
    Cortez,CO81321     		  Public Charity General Operating Support 10,000
    The Bridge Emergency Shelter
    735 N Park St
    Cortez,CO81321     		  Public Charity General Operating Support 5,000
    The Center
    315 W 6th St
    Leadville,CO80461     		  Public Charity General Operating Support 10,000
    The Center for Trauma & Resilience
    PO Box 18975
    Denver,CO80218     		  Public Charity General Operating Support 15,000
    The Conflict Center
    4140 Tejon Street
    Denver,CO80211     		  Public Charity General Operating Support 20,000
    The Delores Project
    PO Box 1406
    Denver,CO80201     		  Public Charity General Operating Support 10,000
    The Dolphin House
    735 S 1st St
    Montrose,CO81401     		  Public Charity General Operating Support 10,000
    The Inn Between of Longmont Inc
    515 Kimbark st Ste 107
    Longmont,CO80501     		  Public Charity General Operating Support 15,000
    Timberline Adult Day Services
    PO Box 1357
    Frisco,CO80443     		  Public Charity General Operating Support 10,000
    Tri-County Family Care Center
    512 1/2 N Main
    Rocky Ford,CO81067     		  Public Charity General Operating Support 10,000
    Tri-County Family Care Center
    512 1/2 N Main
    Rocky Ford,CO81067     		  Public Charity General Operating Support 5,000
    Tri-Lakes Cares
    PO Box 1301
    Monument,CO80132     		  Public Charity General Operating Support 10,000
    Tri-Lakes Cares
    PO Box 1301
    Monument,CO80132     		  Public Charity General Operating Support 5,000
    True North Youth Program
    PO Box 2072
    Telluride,CO81435     		  Public Charity General Operating Support 10,000
    Valley to Valley Senior Care Center
    PO Box 769
    Salida,CO81201     		  Public Charity General Operating Support 15,000
    West End Family Link Center
    PO Box 602
    Nucla,CO81424     		  Public Charity General Operating Support 10,000
    West End Family Link Center
    PO Box 602
    Nucla,CO81424     		  Public Charity General Operating Support 5,000
    Wet Mountain Valley Rotary Community Service Inc
    PO Box 1542
    Westcliffe,CO81252     		  Public Charity General Operating Support 10,000
    Wet Mountain Valley Rotary Community Service Inc
    PO Box 1542
    Westcliffe,CO81252     		  Public Charity General Operating Support 5,000
    Wilderness on Wheels
    PO Box 1007
    Wheat Ridge,CO80034     		  Public Charity General Operating Support 10,000
    WindWalkers Equine Assisted Learning and Therapy Center
    PO Box 504
    Carbondale,CO81623     		  Public Charity General Operating Support 15,000
    Philanthropy Colorado
    PO Box 48149
    Denver,CO80204     		  Public Charity General Operating Support 4,405
    Philanthropy Colorado
    PO Box 48149
    Denver,CO80204     		  Public Charity General Operating Support 4,380
    Alzheimer's Association
    455 Sherman St 500
    Denver,CO80203     		  Public Charity General Operating Support 500
    Special Requests for Individuals CO AV Hunter Trust
    650 South Cherry Street
    Glendale,CO80246     		None Other Purchase of durable medical equipment and dental services for indigent persons residing in Colorado. 273,930
    Total .................................bullet 3a 2,553,215
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 232,181  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 124,009  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		523000 178,649 18 16,071,521  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aIncome from pass-through entities reported on Form 990-T     		523000 -321,324      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -142,675 16,427,711 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    16,285,036
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    AV Hunter Trust Incorporated
    EIN:
    84-0461332
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Kundinger, Corder & Engle, PC 23,200 6,960   16,240
    ADP Payroll Service 2,493 0   2,493

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    AV Hunter Trust Incorporated
    EIN:
    84-0461332
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Vanguard Index Fund 591,939 693,517

    TY 2020 InvestmentsOtherSchedule2
    Name:
    AV Hunter Trust Incorporated
    EIN:
    84-0461332
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Davidson Kempner Institutional Partners L.P. AT COST 738,594 744,144
    Makena Capital AT COST 4,742,144 5,600,257
    Bow River Capital Limited Partnership AT COST 436,180 167,607
    PEG Global AT COST 1,956,339 2,316,579
    Royalty interest AT COST 435 25,000
    Bow River Real Estate Fund II AT COST 528,241 883,394
    Bow River Real Estate Fund I AT COST 851,315 1,609,630
    Bow River 2017-QP AT COST 942,231 765,852
    Agility Comprehensive Solutions Fund AT COST 56,625,509 64,950,340

    TY 2020 LandEtcSchedule2
    Name:
    AV Hunter Trust Incorporated
    EIN:
    84-0461332
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Office furniture and fixtures 29,839 19,395 10,444 10,444


    TY 2020 LegalFeesSchedule
    Name:
    AV Hunter Trust Incorporated
    EIN:
    84-0461332
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Greenburg Traurig 298 0   298
    Brownstein Hyatt Farber Schreck 8,216 0   8,216
    Bryan Cave Leighton Paisner 15,525 0   15,525
    Holland & Hart 5,000 0   5,000


    TY 2020 OtherAssetsSchedule
    Name:
    AV Hunter Trust Incorporated
    EIN:
    84-0461332
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Investment distribution receivable   1,865,274 1,865,274


    TY 2020 OtherExpensesSchedule
    Name:
    AV Hunter Trust Incorporated
    EIN:
    84-0461332
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Miscellaneous 5,469 0   5,469
    Sponsorships 1,500 0   1,500


    TY 2020 OtherIncomeSchedule2
    Name:
    AV Hunter Trust Incorporated
    EIN:
    84-0461332
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Security litigation proceeds 312 312 312
    Commission rebate 12,500 12,500 12,500
    Production royalty income 28,105 28,105 28,105
    Income from pass-through entities 83,092 83,092 83,092
    Income from pass-through entities reported on Form 990-T -321,324   -321,324


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    AV Hunter Trust Incorporated
    EIN:
    84-0461332
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Walthausen & Co., LLC 19,843 19,843   0
    Manning & Napier 23,778 23,778   0
    Ashen Investment Management 67,193 67,193   0
    PEG Global 19,123 19,123   0
    Gyan-i, Inc. 15,972 0   15,972
    Optimum Networking 11,028 0   11,028
    Foundant Technology 13,525 0   13,525
    Sage Software 734 0   734
    3G Consulting 1,920 0   1,920
    Perella Weinberg Partners Capital Management LP 120,814 120,814   0
    BOK Trust Services 15,395 15,395   0


    TY 2020 TaxesSchedule
    Name:
    AV Hunter Trust Incorporated
    EIN:
    84-0461332
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 federal excise tax paid in 2020 39,421 0   0
    2020 estimated excise tax paid 197,079 0   0