Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 06-01-2023 , and ending 05-31-2024
Name of foundation
ROY A HUNT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA - PO BOX 185
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

25-6105162
B Telephone number (see instructions)

(412) 281-8734
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$97,460,770
J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,415,807 1,439,778  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,016,220
b Gross sales price for all assets on line 6a 21,975,563
7 Capital gain net income (from Part IV, line 2)... 2,253,326
8 Net short-term capital gain......... 0
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).......   -26,109  
12 Total. Add lines 1 through 11........ 3,432,027 3,666,995  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 357,466 0 0 357,466
15 Pension plans, employee benefits....... 87,134 0 0 87,134
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 11,564 0 0 11,564
c Other professional fees (attach schedule).... 374,890 352,980   21,910
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 98,877 57,785   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 89,814 0 0 89,814
22 Printing and publications.......... 1,111 0 0 1,111
23 Other expenses (attach schedule)....... 54,732 170,880   47,117
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,075,588 581,645 0 616,116
25 Contributions, gifts, grants paid....... 3,879,000 3,879,000
26 Total expenses and disbursements. Add lines 24 and 25 4,954,588 581,645 0 4,495,116
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,522,561
b Net investment income (if negative, enter -0-) 3,085,350
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 2,246,564 639,286 639,286
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 77,406,464 Click to see attachment
List of Attached Documents:
// Content
77,392,401
96,674,336
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,652
Click to see attachment
List of Attached Documents:
// Content
22,149
Click to see attachment
List of Attached Documents:
// Content
147,148
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 79,658,680 78,053,836 97,460,770
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 75,000 161,000
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 75,000 161,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 79,583,680 77,892,836
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 79,583,680 77,892,836
30 Total liabilities and net assets/fund balances (see instructions). 79,658,680 78,053,836
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
79,583,680
2
Enter amount from Part I, line 27a .....................
2
-1,522,561
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
47,316
4
Add lines 1, 2, and 3 ..........................
4
78,108,435
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
215,599
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
77,892,836
Form 990-PF (2023)
Form 990-PF (2023)
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 25000. TOTAL SYSTEM SERVICES INC   2019-01-22 2023-06-01
b 45000. TREASURY NOTE 1.125% 2/28/25   2021-05-14 2023-06-07
c 15000. AMERICAN HOMES 4 REN 2.375% 7/15/31   2021-06-30 2023-06-12
d 301. CHUBB LTD   2023-04-21 2023-06-15
e 63.77 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2023-06-16
50000. FEDERAL HOME LOAN BAN 2.75%   2022-03-04 2023-06-27
15000. W I TREASURY SEC. 2.625% 4/15/25   2022-05-02 2023-06-29
10000. WI TREASURY SEC. 5/15/25   2022-05-31 2023-06-29
20000. PORT AUTHORITY OF NE 1.086% 7/01/23   2020-07-01 2023-07-01
63.9 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2023-07-16
681.9 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2023-07-25
15000. WI TREASURY SEC. 5/15/25   2022-05-31 2023-07-31
10000. HUMANA INC   2021-07-29 2023-08-03
64.03 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2023-08-16
35000. WI TREASURY SEC. 5/15/25   2022-05-31 2023-08-17
777.58 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2023-08-25
35000. WI TREASURY SEC. 5/15/25   2022-05-31 2023-08-30
4128.781 BNY MELLON BOND MARKET INDEX FUND-I   2022-09-30 2023-09-01
5794.503 BNY MELLON BOND MARKET INDEX FUND-I   2023-03-31 2023-09-01
342196.027 BNY MELLON BOND MARKET INDEX FUND-I   2020-06-19 2023-09-01
55000. UNITED STATES TREAS 1.625% 9/30/26   2023-09-05 2023-09-11
95000. UNITED STATES TREAS 1.625% 9/30/26   2019-10-11 2023-09-11
15000. U S TREASURY NOTE   2023-09-06 2023-09-11
85000. U S TREASURY NOTE   2021-12-08 2023-09-11
20000. U D R INC 2.95% 9/01/26   2016-08-16 2023-09-15
64.16 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2023-09-16
615.98 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2023-09-25
1200. SCHWAB CHARLES CORP NEW   2023-04-21 2023-10-06
210.47 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2023-10-16
.3333 VERALTO CORP-W/I   2023-04-21 2023-10-16
25000. GENERAL MILLS 3.34903% 10/17/23   2018-04-03 2023-10-17
630.61 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2023-10-25
151. ESTEE LAUDER COMPANIES INC CL A   2021-04-16 2023-11-03
910. SHOPIFY INC-A W/I   2023-04-21 2023-11-03
1140. GILEAD SCIENCES INC   2023-04-21 2023-11-15
64.16 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2023-11-16
247. MCKESSON CORPORATION   2023-04-21 2023-11-16
624.48 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2023-11-25
32537.961 BNYM US EQUITY FUND-Y   2019-05-07 2023-11-30
10000. SCHLUMBERGER INVESTMENT SA   2016-10-03 2023-12-01
64.3 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2023-12-16
1650. EXELON CORP   2016-01-06 2023-12-18
711.66 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2023-12-25
595.23 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2023-12-31
50000. FEDERAL FARM CREDIT 3.33% 4/12/27   2022-04-05 2024-01-03
20000. WI TREASURY SEC. 5/15/25   2022-05-31 2024-01-04
449. AON PLC/IRELAND A   2023-04-21 2024-01-05
163771.394 BNY MELLON HIGH YIELD-I   2018-08-23 2024-01-09
98. AMERIPRISE FINL INC   2021-02-19 2024-01-10
430. ANSYS INC   2023-04-21 2024-01-10
241. APPLIED MATERIALS INC   2023-04-21 2024-01-10
3599.801 BNYM US EQUITY FUND-Y   2023-03-28 2024-01-10
40962.032 BNYM US EQUITY FUND-Y   2023-12-13 2024-01-10
27016.818 BNYM US EQUITY FUND-Y   2019-05-07 2024-01-10
280. BILL.COM HOLDINGS INC   2023-04-21 2024-01-10
620. BIOMARIN PHARMACEUTICAL INC   2023-04-21 2024-01-10
1150. BRITISH AMERICAN TOBACCO   2023-04-21 2024-01-10
270. CF INDS HLDGS INC   2023-05-23 2024-01-10
286. CATERPILLAR INC   2023-04-21 2024-01-10
629. DEXCOM INC   2023-04-21 2024-01-10
510. DOLBY LABORATORIES INC   2023-04-21 2024-01-10
900. EDWARDS LIFESCIENCES CORP   2023-04-21 2024-01-10
129. HUMANA INC COM   2023-04-21 2024-01-10
125. HUMANA INC COM   2022-09-02 2024-01-10
1450. INTERPUBLIC GROUP OF COMPANIES INC   2023-04-21 2024-01-10
380. INTUITIVE SURGICAL INC   2023-04-21 2024-01-10
274. L3HARRIS TECHNOLOGIES INC   2023-04-21 2024-01-10
58. ELI LILLY & CO COM   2020-06-23 2024-01-10
126. NETFLIX COM INC   2023-04-21 2024-01-10
2580. PPL CORP   2023-04-21 2024-01-10
2870. PELOTON INTERACTIVE INC-A   2023-04-21 2024-01-10
506. RAYTHEON TECHNOLOGIES CORP   2023-04-21 2024-01-10
950. RAYTHEON TECHNOLOGIES CORP   2021-02-05 2024-01-10
26000. S P D R S&P FOSSIL FUEL FRE ETF   2021-09-01 2024-01-10
393. SALESFORCE COM INC   2023-03-15 2024-01-10
700. TWILIO INC - A   2023-04-21 2024-01-10
660. UBER TECHNOLOGIES INC   2023-04-21 2024-01-10
130. EVEREST RE GRP LTD   2023-04-19 2024-01-10
372. CHUBB LTD   2023-04-21 2024-01-10
25000. WI TREASURY SEC. 5/15/25   2022-05-31 2024-01-11
64.43 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2024-01-16
10000. UNITED STATES TREAS 0.25% 5/31/25   2020-10-29 2024-01-16
70000. WI TREASURY SEC. 5/15/25   2023-09-01 2024-01-16
25000. BANK OF AMERICA CORP 3.95% 4/21/25   2023-09-01 2024-01-18
45000. BANK OF AMERICA CORP 3.95% 4/21/25   2015-04-16 2024-01-18
500. BUNGE GLOBAL SA   2024-01-10 2024-01-22
35000. PROVINCE OF ONTARIO 3.05% 1/29/24   2019-01-18 2024-01-29
25000. PACCAR FINANCIAL COR 0.35% 2/02/24   2021-01-28 2024-02-02
40000. UNITED STATES TREAS 0.25% 9/30/25   2020-09-25 2024-02-02
10000. US TREASURY N/B 4.25% 1/31/26   2024-01-29 2024-02-02
50000. BANK OF MONTREAL 3.3% 2/05/24   2019-01-31 2024-02-05
92563.763 DOUBLELINE CORE FIXED INCOME FUND -I   2019-05-07 2024-02-06
30000. S P D R S&P FOSSIL FUEL FRE ETF   2021-09-01 2024-02-06
20000. UNITED STATES TREAS 0.25% 5/31/25   2020-10-29 2024-02-13
64.56 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2024-02-16
623.18 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2024-02-25
25000. MICROSOFT CORP 3.125% 11/03/25   2015-10-29 2024-02-29
30000. T-MOBILE USA INC 3.75% 4/15/27   2023-09-01 2024-03-06
25000. T-MOBILE USA INC 3.75% 4/15/27   2021-10-13 2024-03-06
64.69 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2024-03-16
601.9 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2024-03-25
30000. HSBC HOLDINGS PLC 2.251% 11/22/27   2023-09-01 2024-03-25
25000. HSBC HOLDINGS PLC 2.251% 11/22/27   2021-11-15 2024-03-25
471. ELI LILLY & CO COM   2020-06-23 2024-03-28
644. PROGRESSIVE CORP OHIO   2023-04-21 2024-03-28
40. PROGRESSIVE CORP OHIO   2024-01-10 2024-03-28
25000. UNITED STATES TREAS 0.25% 5/31/25   2020-10-29 2024-04-01
30000. AMAZON.COM INC 0.8% 6/03/25   2020-06-01 2024-04-03
25000. UNITED STATES TREAS 0.25% 5/31/25   2020-10-29 2024-04-04
21000. U S TREASURY NOTE   2022-09-07 2024-04-04
20000. TOYOTA MOTOR CREDIT CO 2.0% 10/07/24   2019-10-02 2024-04-05
5000. U S TREASURY NOTE   2023-09-01 2024-04-05
4000. U S TREASURY NOTE   2022-09-22 2024-04-05
20000. UNITED STATES TREAS 0.25% 5/31/25   2020-10-29 2024-04-08
64.82 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2024-04-16
525. ABBVIE INC   2024-01-10 2024-04-25
918. ABBVIE INC   2019-09-20 2024-04-25
611.7 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2024-04-25
13000. ISHARES TR RUSSELL MIDCAP INDEX FD   2020-04-16 2024-05-01
4000. ISHARES RUSSELL 2000 INDEX FD   2020-04-16 2024-05-01
25000. S P D R S&P FOSSIL FUEL FRE ETF   2021-09-01 2024-05-01
20000. AMERICAN EXPRESS CO 3.375% 5/03/24   2023-09-05 2024-05-03
35000. AMERICAN EXPRESS CO 3.375% 5/03/24   2022-04-28 2024-05-03
750. CF INDS HLDGS INC   2023-05-23 2024-05-07
2930. INTERPUBLIC GROUP OF COMPANIES INC   2023-04-21 2024-05-08
20000. BRANDYWINE OPER PARTN 3.95% 11/15/27   2017-11-09 2024-05-14
64.95 GOVERNMENT NATIONAL 1.828% 12/16/52   2022-04-11 2024-05-16
584.14 FHLMC SB0856 3.5% 6/01/35   2023-06-27 2024-05-25
1. PARTNERSHIP CAPITAL GAINS   1911-11-11 2024-05-31
1. PERSHING/PATHSTONE   1911-11-11 2024-05-31
CAPITAL GAIN DIVIDENDS P    
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(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 25,000   24,896 104
b 42,332   44,708 -2,376
c 11,826   14,777 -2,951
d 57,723   60,234 -2,511
e 64   60 4
46,903   50,000 -3,097
14,389   14,870 -481
9,605   10,010 -405
20,000   20,000  
64   60 4
682   654 28
14,425   15,015 -590
10,000   9,993 7
64   60 4
33,642   35,034 -1,392
778   745 33
33,713   35,034 -1,321
36,375   37,125 -750
51,050   52,208 -1,158
3,014,747   3,777,976 -763,229
50,362   50,385 -23
86,988   94,814 -7,826
13,498   13,484 14
76,490   84,899 -8,409
18,514   20,000 -1,486
64   60 4
616   592 24
61,308   64,156 -2,848
210   198 12
24   29 -5
25,000   25,000  
631   606 25
16,971   44,864 -27,893
54,258   44,032 10,226
85,564   97,831 -12,267
64   60 4
111,241   88,965 22,276
624   601 23
600,000   627,983 -27,983
10,000   10,817 -817
64   60 4
56,675   36,300 20,375
712   685 27
595   573 22
48,460   50,000 -1,540
19,509   20,020 -511
129,098   149,057 -19,959
872,902   1,003,821 -130,919
36,852   21,892 14,960
151,236   139,242 11,994
35,823   27,233 8,590
29,662   63,069 -33,407
337,527   333,841 3,686
222,619   505,699 -283,080
20,934   21,917 -983
59,825   60,174 -349
34,778   41,613 -6,835
21,202   18,006 3,196
83,804   62,620 21,184
81,322   77,251 4,071
43,079   43,153 -74
68,398   77,731 -9,333
59,031   63,230 -4,199
57,200   60,631 -3,431
47,455   53,697 -6,242
133,404   113,309 20,095
55,636   55,571 65
36,428   9,312 27,116
60,270   40,642 19,628
71,454   73,705 -2,251
17,600   26,771 -9,171
43,631   51,900 -8,269
81,916   69,324 12,592
1,009,218   974,626 34,592
103,996   72,619 31,377
50,790   40,179 10,611
40,098   20,641 19,457
47,950   48,620 -670
83,781   74,442 9,339
24,410   25,024 -614
64   60 4
9,446   9,975 -529
68,461   67,965 496
24,546   24,386 160
44,182   45,274 -1,092
44,493   47,464 -2,971
35,000   34,965 35
25,000   24,971 29
37,322   39,969 -2,647
9,975   9,985 -10
50,000   49,999 1
857,140   1,004,409 -147,269
1,210,337   1,124,569 85,768
18,865   19,950 -1,085
65   61 4
623   601 22
24,305   24,994 -689
28,872   28,577 295
24,060   27,388 -3,328
65   61 4
602   581 21
27,646   27,079 567
23,038   25,000 -1,962
368,099   74,251 293,848
133,203   88,025 45,178
8,273   6,658 1,615
23,671   24,938 -1,267
28,600   29,988 -1,388
23,713   24,938 -1,225
20,517   20,576 -59
19,656   19,982 -326
4,884   4,884  
3,907   3,907  
18,951   19,950 -999
65   61 4
87,666   85,104 2,562
153,291   66,819 86,472
612   590 22
1,033,398   597,221 436,177
783,842   460,006 323,836
1,022,292   937,141 85,151
20,000   20,000  
35,000   34,997 3
55,832   50,016 5,816
90,434   108,505 -18,071
18,107   19,850 -1,743
65   62 3
584   564 20
237,104     237,104
5,553,403   4,283,885 1,269,518
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
      651,134
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       104
b       -2,376
c       -2,951
d       -2,511
e       4
      -3,097
      -481
      -405
       
      4
      28
      -590
      7
      4
      -1,392
      33
      -1,321
      -750
      -1,158
      -763,229
      -23
      -7,826
      14
      -8,409
      -1,486
      4
      24
      -2,848
      12
      -5
       
      25
      -27,893
      10,226
      -12,267
      4
      22,276
      23
      -27,983
      -817
      4
      20,375
      27
      22
      -1,540
      -511
      -19,959
      -130,919
      14,960
      11,994
      8,590
      -33,407
      3,686
      -283,080
      -983
      -349
      -6,835
      3,196
      21,184
      4,071
      -74
      -9,333
      -4,199
      -3,431
      -6,242
      20,095
      65
      27,116
      19,628
      -2,251
      -9,171
      -8,269
      12,592
      34,592
      31,377
      10,611
      19,457
      -670
      9,339
      -614
      4
      -529
      496
      160
      -1,092
      -2,971
      35
      29
      -2,647
      -10
      1
      -147,269
      85,768
      -1,085
      4
      22
      -689
      295
      -3,328
      4
      21
      567
      -1,962
      293,848
      45,178
      1,615
      -1,267
      -1,388
      -1,225
      -59
      -326
       
       
      -999
      4
      2,562
      86,472
      22
      436,177
      323,836
      85,151
       
      3
      5,816
      -18,071
      -1,743
      3
      20
      237,104
      1,269,518
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,253,326
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
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 right arrow 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) 1 42,886
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 42,886
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 42,886
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 30,542
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,542
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 12,344
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowRAHUNTFDN.ORG
14
The books are in care ofright arrowJENNIFER B KELLY EXECUTIVE D Telephone no.right arrow (412) 281-8734

Located atright arrowONE BIGELOW SQUARE SUITE 630PITTSBURGHPA ZIP+4right arrow152193030
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
ADRIENNE A LANG CONTROLLER
37
109,034 17,047  
ONE BIGELOW SQUARE SUITE 630
PITTSBURGH,PA15219
JENNIFER B KELLY EXECUTIVE DIRECTOR
37
171,911 23,591  
ONE BIGELOW SQUARE SUITE 630
PITTSBURGH,PA15219
GINA R PICCOLINO PROGRAM COORDINATOR
37
76,521 18,563  
ONE BIGELOW SQUARE SUITE 630
PITTSBURGH,PA15219
SEE ATTACHED STATEMENT SEE ATTACHED
35
0    
ONE BIGELOW SQUARE SUITE 630
PITTSBURGH,PA15219
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
BNY MELLON N A AGENT 178,141
PO BOX 185
PITTSBURGH,PA152300185
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 SEE ATTACHED - JENNIFER B. KELLY VOLUNTEER HOURS 1,058
2  
3  
4  
Part VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
84,854,408
b
Average of monthly cash balances.......................
1b
1,413,575
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
86,267,983
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
86,267,983
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,294,020
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
84,973,963
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,248,698
Part X
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 IX, line 6..................
1
4,248,698
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
42,886
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
42,886
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,205,812
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,205,812
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 XII, line 1 ...
7
4,205,812
Part XI
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
4,495,116
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,495,116
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,205,812
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,125,973
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,495,116
a Applied to 2022, but not more than line 2a 1,125,973
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 2023 distributable amount..... 3,369,143
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
836,669
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JENNIFER B KELLY
ONE BIGELOW SQUARE SUITE 630
PITTSBURGH,PA15219
(412) 281-8734
bThe form in which applications should be submitted and information and materials they should include:
PLEASE SEE OUR WEBSITE FOR GUIDELINES AND INSTURCTIONS FOR OUR ONLINE GRANTMAKING SYSTEM
cAny submission deadlines:
PLEASE SEE OUR WEBSITE (WWW.RAHUNTFDN.ORG)
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PLEASE SEE OUR WEBSITE (WWW.RAHUNTFDN.ORG)
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

SEE ATTACHED

SEE ATTACHED
SEE ATTACHED,PA15219
NONE SEE ATTACHED SEE ATTACHED 3,879,000
Total .................................right arrow 3a 3,879,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 1,415,807  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 2,016,220  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,432,027  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,432,027
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOUNDATION CONSULTANTS 11,564     11,564

TY 2023 InvestmentsOtherSchedule2
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
912828R36 U S TREASURY NOTE AT COST 63,832 61,092
370334CC6 GENERAL MILLS 3      
464287234 ISHARES MSCI EMERGIN AT COST 1,495,592 1,525,335
9128285M8 U S TREASURY NOTE AT COST 97,084 94,336
999X00340 DRAPER TRIANGLE VENT      
026874784 AMERICAN INTERNATION AT COST 57,754 78,032
13063DGB8 CALIFORNIA ST AT COST 10,074 9,841
254687106 DISNEY (WALT) COMPAN AT COST 110,586 115,340
464287465 ISHARES MSCI EAFE IN AT COST 2,162,413 2,906,244
682680AS2 ONEOK INC AT COST 48,636 48,130
30161N101 EXELON CORP      
780082AD5 ROYAL BANK OF CANADA AT COST 79,061 78,953
882806ES7 TEXAS ST TECH UNIV R AT COST 25,000 24,594
91324P102 UNITED HEALTH GROUP AT COST 127,469 222,917
999Z21531 SPECIAL OPPS FD IV AT COST 50,876 50,876
806854AH8 SCHLUMBERGER INVESTM      
912828V49 U S TREASURY INFLATI AT COST 218,251 214,693
9128286B1 US TREASURY NOTE AT COST 68,845 69,009
92343VDD3 VERIZON COMMUNICATIO AT COST 99,373 104,117
594918104 MICROSOFT CORP COM AT COST 398,974 1,022,880
64110L106 NETFLIX COM INC      
891906AE9 TOTAL SYSTEM SERVICE      
912828V98 UNITED STATES TREAS AT COST 65,355 65,682
82481LAD1 SHIRE ACQ INV IRELAN AT COST 72,236 71,590
833034AK7 SNAP-ON INC AT COST 20,029 19,150
84756NAF6 SPECTRA ENERGY PARTN AT COST 39,325 39,318
852234103 SQUARE INC - A AT COST 101,543 102,528
90265EAL4 U D R INC      
91412HFG3 UNIVERSITY OF CALIFO AT COST 35,000 32,474
929089100 VOYA FINANCIAL INC AT COST 22,856 59,898
G29183103 EATON CORP PLC AT COST 63,999 256,627
06051GFP9 BANK OF AMERICA CORP      
06367WHH9 BANK OF MONTREAL      
12572Q105 CME GROUP INC AT COST 197,324 216,783
172967JT9 CITIGROUP INC AT COST 100,565 98,719
999Z99727 FARALLON AT COST 5,303,911 5,303,911
105340AQ6 BRANDYWINE OPER PART      
9989AG769 $500,000 STRATEGIC I AT COST 293,330 293,330
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 85,316 84,401
258620301 DOUBLELINE CORE FIXE      
458140100 INTEL CORPORATION AT COST 74,668 48,743
46625H100 J P MORGAN CHASE & C AT COST 163,802 318,129
701765505 PARNASSUS MID CAP FU AT COST 400,000 546,624
845437BR2 SOUTHWESTERN ELECTRI AT COST 25,000 23,675
25470DAL3 DISCOVERY COMMUNICAT AT COST 74,467 74,013
46625HMN7 JPMORGAN CHASE & CO AT COST 15,259 14,747
594918BJ2 MICROSOFT CORP      
68323AFC3 PROVINCE OF ONTARIO      
79466L302 SALESFORCE COM INC      
00771X419 G Q G PART EMERG MKT AT COST 1,082,332 1,605,560
037833100 APPLE COMPUTER INC C AT COST 333,948 675,951
21684AAF3 COOPERATIEVE RABOBAN AT COST 107,113 105,727
G5960L103 MEDTRONIC PLC AT COST 222,962 214,003
023135106 AMAZON COM INC AT COST 269,867 599,367
060505104 BANK AMER CORP AT COST 81,886 86,378
74052BAA5 PREMIER HEALTH PART AT COST 35,000 32,136
CONSTITUTION IRONSIDES PARTNER AT COST 34,294 34,294
CONSTITUTION IRONSIDES CO-INVE AT COST 30,681 30,681
STEPSTONE VS IMPACT I, LP AT COST 833,839 833,839
PATHSTONE/PERSHING EQUITIES AT COST 13,398,922 17,368,789
SUMMIT PARTNERS AT COST 250,000 250,000
GENERATION IM CLIMATE SOLUTION AT COST 441,427 441,427
HIGHVISTA PRIVATE EQUITY VII AT COST 418,366 418,366
ECOSYSTEMS AT COST 255,206 255,206
912828YG9 UNITED STATES TREAS      
68389XBT1 ORACLE CORP AT COST 102,262 102,290
912828ZE3 U S TREASURY NOTE AT COST 120,094 107,236
912828YB0 UNITED STATES TREASU AT COST 55,542 47,764
00287Y109 ABBVIE INC      
05587K832 BNYM US EQUITY FUND-      
337738AU2 FISERV INC AT COST 77,524 73,842
464287499 ISHARES TR RUSSELL M AT COST 3,220,401 5,741,891
191216100 COCA-COLA CO USD AT COST 80,808 84,326
G8994E103 TRANE TECHNOLOGIES P AT COST 20,679 154,234
00766Y513 CHAMPLAIN MID CAP FU AT COST 554,003 682,410
9128286T2 UNITED STATES TREAS AT COST 166,082 154,017
031162CT5 AMGEN INC AT COST 75,469 73,974
22160KAP0 COSTCO WHOLESALE COR AT COST 79,380 75,047
225433AC5 CREDIT SUISSE GROUP      
67066G104 NVIDIA CORP AT COST 183,242 958,192
278642AV5 EBAY INC AT COST 78,230 77,874
87612EBL9 TARGET CORP AT COST 19,967 19,485
912828ZB9 TREASURY NOTE AT COST 71,999 63,631
05587K857 BNYM INTL STCK-Y AT COST 1,661,462 2,022,006
464287655 ISHARES RUSSELL 2000 AT COST 1,613,471 2,886,953
701094AM6 PARKER-HANNIFIN CORP AT COST 19,991 19,980
00914AAF9 AIR LEASE CORP AT COST 63,293 63,471
89236TGL3 TOYOTA MOTOR CREDIT      
092113AR0 BLACK HILLS CORP AT COST 24,914 22,199
42225UAD6 HEALTHCARE TRUST OF AT COST 10,366 9,517
443201108 HOWMET AEROSPACE INC AT COST 105,159 1,633,745
05588E850 BNY MELLON HIGH YIEL      
912828ZN3 UNITED STATES TREAS AT COST 50,006 44,387
74437E404 PGIM JENNISON GROWTH AT COST 3,661,260 4,991,470
NEW SUMMIT IMPACT FUND II-B AT COST 624,715 624,715
254687FX9 WALT DISNEY COMPANY/ AT COST 73,659 69,436
518439104 ESTEE LAUDER COMPANI      
03076C106 AMERIPRISE FINL INC      
036752AJ2 ANTHEM INC AT COST 55,415 53,914
14913R2K2 CATERPILLAR FINL SER AT COST 61,237 60,439
91324PEC2 UNITEDHEALTH GROUP I AT COST 70,136 69,470
78355HKQ1 RYDER SYSTEM INC AT COST 22,978 19,786
78468R796 S P D R S&P FOSSIL F AT COST 11,767,345 14,376,960
023135BQ8 AMAZON.COM INC 0.8%      
05589K855 BNY MELLON BOND MARK AT COST 9,456 9,553
04636NAA1 ASTRAZENECA FINANCE AT COST 70,634 69,385
369550BN7 GENERAL DYNAMICS COR AT COST 85,027 83,214
3130ALZS6 FEDERAL HOME LOAN BA AT COST 45,000 44,135
341271AE4 STATE BOARD OF ADMIN AT COST 30,000 27,028
912828ZC7 TREASURY NOTE      
532457108 ELI LILLY & CO COM      
548661DX2 LOWE'S COS INC 1.3% AT COST 59,252 56,410
00206RKG6 AT&T INC AT COST 99,009 92,791
517834107 LAS VEGAS SANDS CORP AT COST 64,321 80,153
579780AR8 MCCORMICK & CO 0.9% AT COST 70,559 69,540
912828ZT0 UNITED STATES TREAS AT COST 94,763 90,491
235851102 DANAHER CORP COMMON AT COST 208,219 240,622
69371RR24 PACCAR FINANCIAL COR      
872540AV1 T J X COS I 1.15% 5/ AT COST 91,407 86,753
91282CBJ9 UNITED STATES TREAS AT COST 163,636 152,509
73358W4V3 PORT AUTHORITY OF NE      
3136G4H63 FEDERAL NATL MTG ASS AT COST 55,000 52,120
75513E101 RAYTHEON TECHNOLOGIE      
91282CAM3 UNITED STATES TREAS      
37045V100 GENERAL MOTORS CO AT COST 68,062 88,180
3134GWND4 FREDDIE MAC AT COST 55,000 52,127
110122DN5 BRISTOL-MYERS SQUIBB AT COST 38,176 37,504
HIGHVISTA PRIVATE EQUITY VIII AT COST 974,992 974,992
ECOSYSTEM INTEGRITY FUND IV LP AT COST 253,093 253,093
3130ARAB7 FEDERAL HOME LOAN BA      
00206R102 AT&T INC AT COST 149,967 159,243
91282CDJ7 U S TREASURY NOTE AT COST 48,836 40,203
3133ENUH1 FEDERAL FARM CREDIT      
38378BT82 GOVERNMENT NATIONAL AT COST 19,591 16,738
91282CDK4 U S TREASURY NOTE AT COST 44,930 45,922
91282CCS8 U S TREASURY NOTE AT COST 86,938 80,234
91282CEF4 US TREASURY N/B AT COST 140,838 141,405
24422EVR7 JOHN DEERE CAPITAL C AT COST 85,421 83,031
404280CX5 HSBC HOLDINGS PLC 2.      
444859BP6 HUMANA INC      
3130ARDV0 FEDERAL HOME BANK LO AT COST 50,000 47,641
38141GYM0 GOLDMAN SACHS GROUP AT COST 99,252 96,553
02665WDZ1 AMERICAN HONDA FINAN AT COST 74,253 73,346
02666TAC1 AMERICAN HOMES 4 REN      
025816CV9 AMERICAN EXPRESS CO      
91282CCV1 U S TREASURY NOTE AT COST 90,615 86,891
14064D873 F&T BHVRL SM CAP EQ- AT COST 1,218,454 1,623,267
64990FD76 NEW YORK ST DORM AT COST 30,000 26,794
91282CCB5 UNITED STATES TREAS AT COST 36,099 29,069
91282CDQ1 WI TREASURY N/B AT COST 189,766 183,320
87264ABD6 T-MOBILE USA INC      
21037T109 CONSTELLATION ENERGY AT COST 81,610 262,873
91282CEH0 W I TREASURY SEC.      
ILLUMEN AT COST 185,367 185,367
MOONRISE VENTURE PARTNERS III AT COST 524,025 524,025
HIGHVISTA PRIVATE EQUITY IX AT COST 988,902 988,902
STEPSTONE VC IMPACT II LP AT COST 445,728 445,728
G0403H108 AON PLC/IRELAND A      
149123101 CATERPILLAR INC      
14949P208 CAUSEWAY CAP MGMT TR AT COST 778,617 879,872
16679L109 CHEWY INC - CLASS A AT COST 84,976 78,053
17275R102 CISCO SYS INC AT COST 179,102 177,630
172908105 CINTAS CORP AT COST 78,188 112,543
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T AT COST 145,668 103,832
22160N109 COSTAR GROUP INC AT COST 108,633 117,255
H1467J104 CHUBB LTD      
02079K107 ALPHABET INC AT COST 520,886 837,269
031100100 AMETEK INC NEW AT COST 79,976 97,169
28176E108 EDWARDS LIFESCIENCES AT COST 124,281 112,957
252131107 DEXCOM INC AT COST 59,402 51,071
25659T107 DOLBY LABORATORIES I      
03662Q105 ANSYS INC      
666807102 NORTHROP GRUMMAN COR AT COST 168,369 160,474
69351T106 PPL CORP      
70614W100 PELOTON INTERACTIVE      
716973AE2 PFIZER INVESTMENT EN AT COST 59,034 58,014
743315103 PROGRESSIVE CORP OHI      
037833CJ7 APPLE INC AT COST 92,300 91,438
038222105 APPLIED MATERIALS IN AT COST 121,590 231,426
03990B101 ARES MANAGEMENT CORP AT COST 89,005 144,095
05569M368 BNY MELLON CORP BOND AT COST 520,611 537,460
090043100 BILL.COM HOLDINGS IN      
09061G101 BIOMARIN PHARMACEUTI      
09073M104 BIO-TECHNE CORP AT COST 74,234 75,646
110448107 BRITISH AMERICAN TOB      
126650CX6 C V S HEALTH CORP AT COST 78,213 77,102
125269100 CF INDS HLDGS INC      
91282CFB2 U S TREASURY NOTE AT COST 96,520 94,453
91282CFC0 U S TREASURY NOTE AT COST 58,662 54,837
91282CFE6 U S TREASURY NOTE AT COST 212,449 214,938
91282CFJ5 WI TREASURY SEC. AT COST 166,989 163,762
91282CFV8 U S TREASURY NOTE AT COST 224,497 219,112
91282CFY2 US TREASURY N/B AT COST 88,726 87,212
91282CFZ9 U S TREASURY NOTE AT COST 89,496 87,859
91282CGB1 US TREASURY N/B AT COST 196,357 193,688
91282CGC9 US TREASURY N/B AT COST 80,270 78,085
91282CGL9 US TREASURY NOTE AT COST 215,966 216,555
91282CGM7 UNITED STATES TREAS AT COST 131,305 125,345
91282CHC8 US TREASURY N/B AT COST 243,187 234,042
42225UAK0 HEALTHCARE TRUST OF AT COST 9,926 9,180
443573100 HUBSPOT INC AT COST 124,825 176,593
444859102 HUMANA INC COM      
452327109 ILLUMINA INC AT COST 114,401 76,750
45687V106 INGERSOLL RAND INC AT COST 104,734 172,143
460690100 INTERPUBLIC GROUP OF      
46120E602 INTUITIVE SURGICAL I AT COST 59,099 63,535
808513105 SCHWAB CHARLES CORP      
82509L107 SHOPIFY INC-A W/I AT COST 147,096 130,722
46432F842 ISHARES CORE MSCI EA AT COST 744,100 822,405
075887109 BECTON DICKINSON AND AT COST 200,242 177,921
084670702 BERKSHIRE HATHAWAY I AT COST 312,739 388,293
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 49,412 102,005
91282CEP2 WI TREASURY SEC. AT COST 67,326 62,437
91282CEQ0 WI TREASURY SEC.      
91282CAT8 WI TREASURY N/B .250 AT COST 26,644 28,061
46647PCW4 JPMORGAN CHASE & CO AT COST 92,594 93,897
550021109 LULULEMON ATHLETICA AT COST 79,235 58,030
502431109 L3HARRIS TECHNOLOGIE      
00287YBX6 ABBVIE INC 3.2% 11/2 AT COST 77,665 77,495
35671D857 FREEPORT-MCMORAN COP AT COST 135,695 175,064
016255101 ALIGN TECHNOLOGY INC AT COST 156,379 116,002
3134GXS54 FREDDIE MAC AT COST 45,011 44,406
375558103 GILEAD SCIENCES INC      
38141G104 GOLDMAN SACHS GROUP AT COST 104,415 139,239
759916109 REPLIGEN CORP AT COST 58,968 51,883
776696106 ROPER INDS INC NEW AT COST 140,410 166,221
780259305 SHELL PLC-W/I-ADR AT COST 96,193 112,081
80105N105 SANOFI-SYNTHELABO AT COST 155,469 135,813
617446448 MORGAN STANLEY DEAN AT COST 147,584 158,501
61744YAP3 MORGAN STANLEY AT COST 78,972 80,562
58155Q103 MCKESSON CORPORATION      
MAGARAC VENTURES LP AT COST 88,149 88,149
NEW SUMMIT IMPACT FUND III AT COST 210,958 210,958
020002101 ALLSTATE CORP COM AT COST 146,489 162,327
025816DP1 AMERICAN EXPRESS CO AT COST 69,370 69,593
06051GMA4 BANK OF AMERICA CORP AT COST 104,683 104,310
06368LC53 BANK OF MONTREAL AT COST 105,804 104,811
06738EAW5 BARCLAYS PLC AT COST 72,603 72,412
097023CY9 BOEING CO AT COST 39,093 38,165
11070TAM0 PROVINCE OF BRITISH AT COST 38,398 38,044
11134LAH2 BROADCOM CRP / CAYMN AT COST 67,143 67,589
17275RBS0 CISCO SYSTEMS INC 4. AT COST 60,240 59,656
25746U109 DOMINION RES INC VA AT COST 139,995 157,986
30303M8N5 META PLATFORMS INC 4 AT COST 55,666 54,973
3132CW5R1 FHLMC SB0856 AT COST 35,950 35,355
3133EPR80 FEDERAL FARM CR BKS AT COST 69,979 69,703
404280CY3 HSBC HOLDINGS PLC AT COST 66,561 66,621
44134R735 HOTCHKIS & WILEY HIG AT COST 1,521,649 1,517,683
49177J102 KENVUE INC AT COST 112,006 99,974
651639106 NEWMONT MINING CORP AT COST 135,212 147,629
66987V109 NOVARTIS AG SPNSRD A AT COST 59,452 61,878
681919106 OMNICOM GROUP INC CO AT COST 138,588 135,722
778296103 ROSS STORES INC AT COST 68,500 70,160
803607100 SAREPTA THERAPEUTICS AT COST 94,343 102,719
87264ABW4 T-MOBILE USA INC AT COST 71,965 71,147
89236TLE3 TOYOTA MOTOR CREDIT AT COST 61,602 61,349
902613AX6 UBS GROUP AG AT COST 90,935 88,601
91282CFM8 U S TREASURY NOTE AT COST 241,308 241,200
91282CFW6 U S TREASURY N/B AT COST 248,047 248,085
91282CHB0 U S TREASURY N/B AT COST 145,681 146,508
91282CHF1 UNITED STATES TREAS AT COST 192,283 192,054
91282CHT1 U S ETREASURY NOTE AT COST 396,820 390,718
91282CHW4 U S TREASURY NOTE AT COST 98,993 97,883
91282CJB8 U S TREASURY NOTE AT COST 249,954 249,718
91282CJC6 US TREASURY N/B AT COST 199,625 199,282
91282CJJ1 U S ETREASURY NOTE AT COST 72,611 70,011
91282CJM4 U S ETREASURY NOTE AT COST 129,096 129,009
91282CJQ5 U S TREASURY NOTE AT COST 78,822 76,582
91282CJV4 US TREASURY N/B AT COST 24,963 24,713
91282CJZ5 U S TREASURY NOTE AT COST 240,833 240,353
91282CKC4 U S TREASURY NOTES AT COST 246,709 246,398
92338C103 VERALTO CORP-W/I AT COST 96,617 122,042
98978V103 ZOETIS INC AT COST 116,538 100,549
G25508105 CRH ORD AT COST 129,177 168,426
G51502105 JOHNSON CTLS INTL PL AT COST 131,676 145,258
G7496G103 RENAISSANCERE HLDGS AT COST 101,879 113,474
HIGHVISTA PRIVATE EQUITY X AT COST 47,858 47,858

TY 2023 OtherAssetsSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OUTSIDE CHECKING ACCOUNT 5,651 22,148 22,148
ALUMINUM DOORS ON LOAN TO CMU 1 1 125,000


TY 2023 OtherDecreasesSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Description Amount
CY PURCHASE OF ACCRUED INTEREST 15,994
PY RETURN OF CAPITAL ADJUSTMENT 1,253
TAX LOT BASIS ADJUSTMENT 10
PY PENDING SALES ADJUSTMENT 6,496
PARTNERSHIP ADJUSTMENT 191,846


TY 2023 OtherExpensesSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 7,615 7,615   0
PARTNERSHIP EXPENSE   163,265   0
INTERNET SERVICES AND WEB HOST 1,471 0   1,471
PHONE SERVICES 2,683 0   2,683
POSTAGE EXPENSE 1,818 0   1,818
COMPUTER HARDWARE 5,767 0   5,767
COMPUTER SOFTWARE 8,761 0   8,761
COPIER LEASE 6,606 0   6,606
MISCELLANEOUS EXPENSE 976 0   976
OFFICE SUPPLIES 5,533 0   5,533
401(K) FEES 1,805 0   1,805
DIRECTOR AND OFFICER INSURANCE 2,544 0   2,544
P/C INSURANCE 1,836 0   1,836
WORKERS COMPENSATION 1,424 0   1,424
FSA FEES 1,023 0   1,023
ASSOCIATE MEMBERSHIPS 4,870 0   4,870


TY 2023 OtherIncomeSchedule2
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP OTHER INCOME   -18,198  
PARTNERSHIP NET RENTAL   -8,151  
PARTNERSHIP ROYALTIES   240  


TY 2023 OtherIncreasesSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Description Amount
MUTUAL FUND TIMING ADJ 9,790
PY PURCHASE OF ACCRUED INTEREST 2,775
VARIOUS TAX COST ADJUSTMENTS 34,751


TY 2023 OtherProfessionalFeesSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUST FEES 284,093 284,093    
INVESTMENT CONSULTING 60,708 60,708    
PROXY FEES 8,179 8,179    
PROGRAM CONSULTING 9,000     9,000
COMPUTER CONSULTING 2,910     2,910
SUCCESSION PLAN CONSULTING 10,000     10,000


TY 2023 TaxesSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 57,509 57,509   0
EXCISE TAXES 41,368 0   0
PARTNERSHIP FOREIGN TAXES   276   0