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 01-01-2023 , and ending 12-31-2023
Name of foundation
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP
Number and street (or P.O. box number if mail is not delivered to street address)50 EAST WASHINGTON STREET 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60602
A Employer identification number

37-1887329
B Telephone number (see instructions)

(224) 880-5669
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$322,041,703J 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) 222,552,170
2 Check right arrow.............
3 Interest on savings and temporary cash investments 21,899 21,899  
4 Dividends and interest from securities... 3,080,817 3,080,817  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,413,440
b Gross sales price for all assets on line 6a 53,598,502
7 Capital gain net income (from Part IV, line 2)... 8,413,440
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
List of Attached Documents:
// Content
72,528 72,528  
12 Total. Add lines 1 through 11........ 234,140,854 11,588,684  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 474,537 12,394   462,143
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 29,816 0   29,816
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
15,552 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,544 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
281,472 140,000   0
17 Interest............... 22,922 0   22,922
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
615,479 20,739   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 33,187 0   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
700,013 646,835   53,178
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,196,522 819,968   568,059
25 Contributions, gifts, grants paid....... 7,256,600 7,256,600
26 Total expenses and disbursements. Add lines 24 and 25 9,453,122 819,968   7,824,659
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 224,687,732
b Net investment income (if negative, enter -0-) 10,768,716
c Adjusted net income (if negative, enter -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............. 167,067 38,547 38,545
2 Savings and temporary cash investments......... 7,628,311 53,756,739 53,756,739
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   2,837 2,837
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 39,894,616 Click to see attachment
List of Attached Documents:
// Content
150,761,753 		188,997,631
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).......... 14,624,253 Click to see attachment
List of Attached Documents:
// Content
82,787,237 		79,245,951
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 62,314,247 287,347,113 322,041,703
Liabilities 17 Accounts payable and accrued expenses..........   16,639
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
76,074 		Click to see attachment
List of Attached Documents:
// Content
404,569
23 Total liabilities (add lines 17 through 22)......... 76,074 421,208
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........ 7,714,041 232,401,773
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 54,524,132 54,524,132
29 Total net assets or fund balances (see instructions)..... 62,238,173 286,925,905
30 Total liabilities and net assets/fund balances (see instructions). 62,314,247 287,347,113
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
62,238,173
2
Enter amount from Part I, line 27a .....................
2
224,687,732
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
286,925,905
5
Decreases not included in line 2 (itemize) right arrow
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
286,925,905
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 ALTAIR #5383 D    
b ALTAIR #5383 D    
c ALTAIR #5375 D    
d ALTAIR #5375 D    
e ALTAIR #2204 D    
BNY MELLON #3395 D    
BNY MELLON #3395 D    
BNY MELLON #3387 D    
BNY MELLON #3387 D    
CAPITAL GAINS FROM K-1S D    
CS #5615 D    
CS #5615 D    
CS #5615 D    
CS #5615 D    
CS #5615 D    
CS #5615 D    
CS #5615 D    
CS #1327 D    
CS #1327 D    
CS #1327 D    
CS #1327 D    
CS #1327 D    
CAPITAL GAINS DIVIDENDS P    
(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 82,845   100,569 -17,724
b 161,578   125,671 35,907
c 8,836   5,716 3,120
d 206,877   142,112 64,765
e 37,500   34,963 2,537
49,572   51,143 -1,571
195,924   213,870 -17,946
31,373   31,845 -472
262,307   241,483 20,824
1,258,647     1,258,647
451,060     451,060
33,582     33,582
214,450   248,567 -34,117
170,798   54,426 116,372
60,584   42,302 18,282
22,208   19,513 2,695
4,955     4,955
10,022,769   9,038,517 984,252
10,049,912   8,942,155 1,107,757
10,059,238   8,808,690 1,250,548
10,074,912   8,675,225 1,399,687
10,079,912   8,408,295 1,671,617
58,663     58,663
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       -17,724
b       35,907
c       3,120
d       64,765
e       2,537
      -1,571
      -17,946
      -472
      20,824
      1,258,647
      451,060
      33,582
      -34,117
      116,372
      18,282
      2,695
      4,955
      984,252
      1,107,757
      1,250,548
      1,399,687
      1,671,617
      58,663
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 8,413,440
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) 1 149,685
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........................... 3 149,685
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- ..... 5 149,685
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 162,163
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 355,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 517,163
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 93
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 367,385
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow367,385 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
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 arrowIL
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 arrowWWW.HUNTERFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowTHOMAS B HUNTER IV Telephone no.right arrow (224) 880-5669

Located atright arrow222 WISCONSIN SUITE 300LAKE FORESTIL ZIP+4right arrow60045
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)
 
No
(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
PETER M HUNTER TREASURER / DIRECTOR
2.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
WILLARD K HUNTER SECRETARY / DIRECTOR
2.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
THOMAS B HUNTER IV PRESIDENT / BOARD MEMBER
6.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
WILLARD M HUNTER VICE PRESIDENT / BOARD CHAIR
6.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
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
FRANK BAIOCCHI EXECUTIVE DIRECTOR
40.00 		247,871 0 0
50 E WASHINGTON STREET SUITE 400
CHICAGO,IL60602
ASIA CANADY PROGRAM & PARTNERSHI
40.00 		113,333 0 0
50 E WASHINGTON STREET SUITE 400
CHICAGO,IL60602
SYBLE BAILEY PROGRAM & IMPACT MAN
40.00 		113,333 0 0
50 E WASHINGTON STREET SUITE 400
CHICAGO,IL60602
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
FINANCIAL INVESTMENT CORP INVESTMENT MANAGEMENT 140,000
50 E WASHINGTON STREET
CHICAGO,IL60602
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  
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 arrow0
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
99,895,630
b
Average of monthly cash balances.......................
1b
11,772,641
c
Fair market value of all other assets (see instructions)................
1c
42,109,547
d
Total (add lines 1a, b, and c).........................
1d
153,777,818
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
153,777,818
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,306,667
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
151,471,151
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,573,558
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
7,573,558
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
149,685
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
23,471
c
Add lines 2a and 2b............................
2c
173,156
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,400,402
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,400,402
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
7,400,402
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
7,824,659
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
 
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 XII, line 4. .......
4
7,824,659
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 7,400,402
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 355,491
b From 2019......  
c From 2020...... 445,351
d From 2021......  
e From 2022...... 729,097
f Total of lines 3a through e ........ 1,529,939
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 7,824,659
a Applied to 2022, but not more than line 2a 0
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..... 7,400,402
e Remaining amount distributed out of corpus 424,257
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 1,954,196
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 .......... 		0
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) ... 		355,491
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,598,705
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 445,351
c Excess from 2021....  
d Excess from 2022.... 729,097
e Excess from 2023.... 424,257
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).)
THOMAS B HUNTER IV
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

ACCESS REPRODUCTIVE JUSTICE

PO BOX 3609
OAKLAND,CA94609 		NONE PUBLIC GENERAL SUPPORT 25,000

ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVE SUITE 700
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT 70,000

ART INSTITUTE OF CHICAGO

111 S MICHIGAN AVE
CHICAGO,IL60603 		NONE PUBLIC GENERAL SUPPORT 5,000

BERKSHIRE SCHOOL

245 N UNDERMOUNTAIN RD
SHEFFIELD,ME01257 		NONE PUBLIC GENERAL SUPPORT 5,000

LATINO POLICY FORUM

180 N MICHIGAN
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT 30,000

BOCA GRANDE COMMUNITY CENTER

PO BOX 1222
BOCA GRANDE,FL33921 		NONE PUBLIC GENERAL SUPPORT 5,000

BOCA GRANDE HEALTH CLINIC FOUNDATION INC

PO BOX 2340
BOCA GRANDE,FL33921 		NONE PUBLIC GENERAL SUPPORT 10,000

BOCA GRANDE WOMAN'S CLUB INC

PO BOX 65
BOCA GRANDE,FL33921 		NONE PUBLIC GENERAL SUPPORT 5,000

BRIDGES TO PROSPERITY

3858 WALNUT STREET
DENVER,CO80205 		NONE PUBLIC GENERAL SUPPORT 50,000

BRUSHWOOD CENTER AT RYERSON WOODS

21850 N RIVERWOODS ROAD
DEERFIELD,IL60015 		NONE PUBLIC GENERAL SUPPORT 30,000

BUILD-ON

500 W MONROE STREE
CHICAGO,IL60660 		NONE PUBLIC CHICAGO PROGRAM 75,000

LURIE CHILDREN'S HOSPITAL OF CHICAGO FND

225 E CHICAGO AVE BOX 4
CHICAGO,IL60611 		NONE PUBLIC CENTER FOR CHILDHOOD RESILIANCE 60,000

CHICAGO BOTANIC GARDEN

1000 LAKE COOK RD
GLENCOE,IL60022 		NONE PUBLIC GENERAL SUPPORT 25,000

CHICAGO CARES

1200 W 35TH STREET UNIT 302
CHICAGO,IL60609 		NONE PUBLIC ADVANCING NON-PROFITS 5,000

CHICAGO SYMPHONY ORCHESTRA

220 SOUTH MICHIGAN AVE
CHICAGO,IL60604 		NONE PUBLIC GENERAL SUPPORT 5,000

CHICAGO WOMEN IN TRADES

2444 WEST 16TH STREET 3E
CHICAGO,IL60608 		NONE PUBLIC GENERAL SUPPORT 5,000

CHIEF AND CALLA BELL SCHOLARSHIP FUND

PO BOX 1192
FLAT ROCK,NC28731 		NONE PUBLIC CAMP MONDAMIN SUPPORT 5,000

CHILDREN'S ADVOCACY AND FAMILY RESOURCES - SUNGATE KIDS

6090 GREENWOOD PLAZA BLVD
GREENWOOD VILLAGE,CO80111 		NONE PUBLIC GENERAL SUPPORT 35,000

COBALT ABORTION FUND - COBALT FOUNDATION

PO BOX 22485
DENVER,CO80222 		NONE PUBLIC GENERAL SUPPORT 25,000

COLBY-SAWYER COLLEGE

541 MAIN STREET
NEW LONDON,NH03257 		NONE PUBLIC SCHOOL OF NURSING & HEALTH SCIENCES 25,000

COLLEGE OF LAKE COUNTY FOUNDATION

19351 W WASHINGTON ST
GRAYSLAKE,IL60030 		NONE PUBLIC APPRENTICESHIPS PROGRAM 150,000

COLORADO COALITION FOR THE HOMELESS

2111 CHAMPA ST
DENVER,CO80205 		NONE GROUP HEALTH SERVICES PROGRAM 25,000

DELTA INSTITUTE

35 E WACKER SUITE 1760
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT 5,000

CONNECTLAKECOUNTY

1658 PEAR TREE ROAD
DEERFIELD,IL60015 		NONE PUBLIC GENERAL SUPPORT 30,000

ELAWA FARM FOUNDATION

1401 MIDDLEFORK DRIVE
LAKE FOREST,IL60045 		NONE PUBLIC GENERAL SUPPORT 10,000

ENVIRONMENTAL LAW & POLICY CENTER MIDWEST

35 EAST WACKER DRIVE SUITE 1600
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT 30,000

ERIE FAMILY HEALTH CENTER

1701 WEST SUPERIOR - 3RD FLOOR
CHICAGO,IL60622 		NONE PUBLIC HEALTHREACH WAUKEGAN 150,000

FIRST PRESBYTERIAN CHURCH OF LAKE FOREST

700 N SHERIDAN RD
LAKE FOREST,IL60045 		NONE PUBLIC GENERAL SUPPORT 10,000

FRIENDS OF THE CHICAGO RIVER

411 S WELLS STREET SUITE 800
CHICAGO,IL60607 		NONE PUBLIC GENERAL SUPPORT 30,000

BERNIE'S BOOKS - BOOK BANK DONATIONS

917 NORTH SHORE DRIVE
LAKE BLUFF,IL60044 		NONE PUBLIC GENERAL SUPPORT 152,500

GARDEN CONSERVANCY

20 NAZARETH WAY
GARRISON,NY10524 		NONE PUBLIC GENERAL SUPPORT 10,000

GICIA GASPARILLA ISLAND CONS & IMPR ASSOC

PO BOX 446
BOCA GRANDE,FL33921 		NONE PUBLIC GENERAL SUPPORT 15,000

GORTON COMMUNITY CENTER

400 EAST ILLINOIS ROAD
LAKE FOREST,IL60045 		NONE PUBLIC GENERAL SUPPORT 10,000

OPERATION 4 PAWS COLORADO

PO BOX 3391
IDAHO SPRINGS,CO80452 		NONE PUBLIC GENERAL SUPPORT 5,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL60632 		NONE PUBLIC GENERAL SUPPORT 45,000

BLUE SPRUCE HABITAT FOR HUMANITY

PO BOX 2366
EVERGREEN,CO80437 		NONE PUBLIC GENERAL SUPPORT 10,000

HOBART AND WILLIAM SMITH COLLEGES

300 PULTENEY STREET
GENEVA,NY14456 		NONE PUBLIC GENERAL SUPPORT 5,000

HOTCHKISS SCHOOL - ALUMNI&DEVELOPMENT OFFICE

11 INTERLAKEN ROAD
LAKEVILLE,CT06039 		NONE PUBLIC HUNTER-TONELLI SCHOLARSHIP 25,000

HUNGER TASK FORCE

201 S HAWLEY COURT
MILWAUKEE,IL53214 		NONE PUBLIC GENERAL SUPPORT 25,000

ILLINOIS ACTION FOR CHILDREN

4753 N BROADWAY SUITE 1200
CHICAGO,IL60640 		NONE PUBLIC GENERAL SUPPORT 25,000

ILLINOIS ENVIRONMENTAL COUNCIL EDUCATION

520 E CAPITAL
SPRINGFIELD,IL62701 		NONE PUBLIC CLEAN POWER LAKE COUNTY/GENERAL SUPPORT 35,000

IMENTOR

30 BROAD STREET-9TH FLOOR
NEW YORK,NY10004 		NONE PUBLIC CHICAGO PROGRAM 125,000

INGENUITY

440 N WELLS ST SUITE 505
CHICAGO,IL60654 		NONE PUBLIC GENERAL SUPPORT 25,000

ISLAND CHARTER SCHOOL

PO BOX 1505
BOCA GRANDE,FL33921 		NONE PUBLIC GENERAL SUPPOER 10,000

JEFFERSON HEALTH - J KIMMEL CANCER CENTER

130 S 9TH STREET FLOOR 17
PHILADELPHIA,PA19107 		NONE PUBLIC DR. DAVID LOREN'S RESEARCH ON CHOLANGIOCARINOMA 10,000

JOHANN FUST COMMUNITY LIBRARY

PO BOX 309
BOCA GRANDE,FL33921 		NONE PRIVATE OPERATING FO GENERAL SUPPORT 5,000

KEEPING FAMILIES COVERED

3250-B N OAK GROVE AVE
WAUKEGAN,IL60087 		NONE PUBLIC GENERAL SUPPORT 40,000

KIDS FIRST HEALTH CARE

4675 E 69TH AVE
COMMERCE CITY,CO80022 		NONE PUBLIC GENERAL SUPPORT 50,000

LAKE COUNTY COMMUNITY FOUNDATION

114 SOUTH GENESEE STREET SUITE 505
WAUKEGAN,IL60085 		NONE PUBLIC GENERAL SUPPORT 75,000

LAKE COUNTY PARTNERSHIP FOR ECONOMIC DEV

ONE OVERLOOK POINT SUITE 280
LINCOLNSHIRE,IL60069 		NONE PUBLIC GENERAL SUPPORT 50,000

LAKE FOREST ACADEMY

1500 W KENNEDY RD
LAKE FOREST,IL60045 		NONE PUBLIC SCHOLARSHIP PROGRAMS&TEACHER PROF. DEVELOPMENT 15,000

BAY AREA DISCOVERY MUSEUM

557 MCREYNOLDS RD
SAUSALITO,CA94965 		NONE PUBLIC GENERAL SUPPORT 25,000

LAKE FOREST COLLEGE

555 N SHERIDAN RD
LAKE FOREST,IL60045 		NONE PRIVATE UNIVERSITY HEALTH PROFESSIONS PROGRAM 25,000

LAKE FOREST COUNTRY DAY SCHOOL

145 SOUTH GREEN BAY ROAD
LAKE FOREST,IL60045 		NONE PUBLIC GENERAL SUPPORT 5,000

LAKE FOREST OPEN LANDS ASSOCIATION

350 NORTH WAUKEGAN ROAD
LAKE FOREST,IL60045 		NONE PUBLIC GENERAL SUPPORT 30,000

LAKE FOREST-LAKE BLUFF HISTORICAL SOCIETY

509 EAST DEERPATH ROAD
LAKE FOREST,IL60045 		NONE PUBLIC GENERAL SUPPORT 35,000

MANO A MANO FAMILY RESOURCE CENTER

6 EAST MAIN STREET
ROUND LAKE PARK,IL60073 		NONE PUBLIC GENERAL SUPPORT 50,000

MEALS ON WHEELS NORTHEASTERN ILLINOIS

1723 SIMPSON STREET
EVANSTON,IL60201 		NONE PUBLIC GENERAL SUPPORT 25,000

METROSQUASH

6100 S COTTAGE GROVE AVE
CHICAGO,IL60637 		NONE PUBLIC GENERAL SUPPORT 100,000

MIDWEST ACCESS COALITION

PO BOX 408363
CHICAGO,IL60640 		NONE PUBLIC GENERAL SUPPORT 25,000

ADVANCE ILLINOIS

303 E WACKER DR STE 1925
CHICAGO,IL60601 		NONE PUBLIC 15TH ANNIVERSARY CELEBRATION/GENERAL SUPPORT 15,000

MOTE MARINE LABORATORY

1600 KEN THOMPSON PKWY
SARASOTA,FL34236 		NONE PUBLIC GENERAL SUPPORT 5,000

NATIONAL FISH AND WILDLIFE FOUNDATION

8011 34TH AVE SOUTH SUITE 242
BLOOMINGTON,MN55425 		NONE PUBLIC CHI-CAL RIVERS FUND 100,000

NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NONE PUBLIC ILLINOIS PROGRAMS 60,000

NORTH CHICAGO COMMUNITY PARTNERS

855 SKOKIE HIGHWAY
LAKE BLUFF,IL60044 		NONE PUBLIC GENERAL SUPPORT 50,000

NORTH LAWNDALE COLLEGE PREP HS

1615 S CHRISTIANA
CHICAGO,IL60623 		NONE PUBLIC GENERAL SUPPORT 150,000

YWCA OF METROPOLITAN OF CHICAGO

1 N LASALLE ST SUITE 1150
CHICAGO,IL60602 		NONE PUBLIC LAKE COUNTY EARLY CHILDHOOD PROGRAMS 25,000

NORTH LAWNDALE EMPLOYMENT NETWORK

906 S HOMAN AVE 7TH FLOOR
CHICAGO,IL60624 		NONE PUBLIC GENERAL SUPPORT 75,000

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN COURT
GENEVA,IL60134 		NONE PUBLIC GENERAL SUPPORT 75,000

COUNCIL FOR A STRONG AMERICA

PO BOX 56556
HARWOOD HEIGHTS,IL60656 		NONE PUBLIC LEARNING GRANT-CSA IL/GENERAL SUPPORT 10,000

NORTHWESTERN MEMORIAL FOUNDATION

541 NORTH FAIRBANKS COURT SUITE 800
CHICAGO,IL60611 		NONE PUBLIC HUNTER SIMULATION AND EDUCATION CENTER 635,000

WAUKEGAN TO COLLEGE

410 GRAND AVE
WAUKEGAN,IL60085 		NONE PUBLIC GENERAL SUPPORT 25,000

OPEN COLLECTIVE FOUNDATION

440 N BARRANCA AVE 3717
COVINA,CA91723 		NONE PUBLIC THE PEOPLE'S HOLIDAY FUNDRAISER 1,000

PADS LAKE COUNTY

1800 GRAND AVENUE
WAUKEGAN,IL60085 		NONE PUBLIC GENERAL SUPPORT 25,000

PARENTS AS TEACHERS

2228 BALL DRIVE
ST LOUIS,MO63146 		NONE PUBLIC GENERAL SUPPORT 50,000

THE CHICAGO COMMUNITY FOUNDATION

33 S STATE ST
CHICAGO,IL60603 		NONE PUBLIC GENERAL SUPPORT 50,000

PLANNED PARENTHOOD OF ILLINOIS

17 N STATE STREET 5TH FLOOR
CHICAGO,IL60602 		NONE PUBLIC GENERAL SUPPORT 100,000

PLANNED PARENTHOOD OF WISCONSIN

302 NORTH JACKSON STREET
MILWAUKEE,WI53202 		NONE PUBLIC GENERAL SUPPORT 25,000

PLAY GROUP

1818 WEDEMEYER
SAN FRANCISCO,CA94129 		NONE PUBLIC GENERAL SUPPORT 5,000

PROJECT HOPE

1220 19TH STREET SUITE 800
WASHINGTON,DC20036 		NONE PUBLIC GENERAL SUPPORT/TO SUPPORT EFFORTS IN TURKEY AND SYRIA 50,000

RARE

1310 NORTH COURTHOUSE ROAD SUITE
110
ARLINGTON,VA22201 		NONE PUBLIC FISH FOREVER PROGRAMS IN HONDURAS AND GUATEMALA/CENTER FOR BEHAVIOR AND THE ENVIRONMENT 75,000

RAVINIA FESTIVAL ASSOCIATION

418 SHERIDAN RD
HIGHLAND PARK,IL60035 		NONE PUBLIC LEGACY GIFT IN HONOR OF MAXINE AND TOM HUNTER III 3,025,000

READING POWER

736 N WESTERN AVE SUITE 226
LAKE FOREST,IL60045 		NONE PUBLIC GENERAL SUPPORT 40,000

ROGER BALDWIN FDN OF THE ACLU OF ILLINOIS

150 N MICHIGAN AVE SUITE 600
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT 25,000

ROOM TO READ

465 CALIFORNIA STREET SUITE 1000
SAN FRANCISCO,CA94101 		NONE PUBLIC CAMBODIA PROGRAMS 100,000

SAN FRANCISCO PARKS ALLIANCE

1074 FOLSOM STREET
SAN FRANCISCO,CA94103 		NONE PUBLIC GENERAL SUPPORT 25,000

START EARLY

333 WEST MONROE ST SUITE 1200
CHICAGO,IL60603 		NONE PUBLIC GENERAL SUPPORT 55,000

NORTHWESTERN UNIVERSITY - AUDITORY NEUROSCIENCE LABORATOR

FRANCES SEARLE BLDG 2240 N CAMPUS
DR SUITE 2-233
EVANSTON,IL60208 		NONE PUBLIC BRAINVOLTS BIOTS TOTS PROJECT 5,000

TABOR ACADEMY

66 SPRING ST
MARION,MA02738 		NONE PUBLIC GENERAL SUPPORT 10,000

THE BIKE FEDERATION OF WISCONSIN

187 E BECHER STREET SUITE B
MILWAUKEE,WI53207 		NONE PUBLIC GENERAL SUPPORT 25,000

PARTNERSHIP FOR COLLEGE COMPLETION

200 S MICHIGAN AVE SUITE 1410
CHICAGO,IL60604 		NONE PUBLIC GENERAL SUPPORT 25,000

THE FRIENDS OF HIGHWOOD PUBLIC LIBRARY

102 HIGHWOOD AVE
HIGHWOOD,IL60040 		NONE PUBLIC GENERAL SUPPORT 30,000

THE WOODY FOUNDATION

12500 VIRTUDES STREET
CORAL GABLES,FL33156 		NONE PUBLIC GENERAL SUPPORT 5,000

TIPPING POINT

220 MONTGOMERY STREET SUITE 850
SAN FRANCISCO,CA94104 		NONE PUBLIC GENERAL SUPPORT 30,000

TRUST FOR PUBLIC LAND

120 S LASALLE ST SUITE 2000
CHICAGO,IL60603 		NONE GROUP FOR CA, CO, IL PROGRAMS 30,000

PHALANX FAMILY SERVICES

837 W 119TH ST
CHICAGO,IL60643 		NONE PUBLIC GEMS SYMPOSIUM 3,600

TIDES CENTER-PALESTINE LEGAL

637 S DEARBORN ST 3RD FLOOR
CHICAGO,IL60605 		NONE PUBLIC PALESTINE LEGAL 2,500

CIVIC CONSULTING ALLIANCE

21 SOUTH CLARK STREET SUITE 4301
CHICAGO,IL60603 		NONE PUBLIC CHILDREN'S ADVERSITY INDEX PROJECT 15,500

CONSERVING CAROLINA

847 CASE ST
HENDERSONVILLE,NC28792 		NONE PUBLIC GENERAL SUPPORT 5,000

WESTMINSTER SCHOOL

995 HOPMEADOW STREET
SIMSBURY,CT06070 		NONE PUBLIC WILLIAMS WILL SOCIETY SCHOLARSHIP FUND 20,000

WORKING IN THE SCHOOLS

PO BOX 47350
CHICAGO,IL60647 		NONE PUBLIC GENERAL SUPPORT 30,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE PUBLIC TO SUPPORT EFFORTS IN TURKEY AND SYRIA/GENERAL SUPPORT 50,000

YOUTHBUILD LAKE COUNTY

2303 KEMBLE AVE
CHICAGO,IL60604 		NONE PUBLIC GENERAL SUPPORT 30,000

LURIE CHILDREN'S HOSPITAL OF CHICAGO FND

225 E CHICAGO AVE BOX 4
CHICAGO,IL60611 		NONE PUBLIC MOBILE HEALTH PROGRAMS 25,000

WOMEN'S JUSTICE INSTITUTE - SAFER FOUNDATION

2150 S CANALPORT AVE
CHICAGO,IL60608 		NONE PUBLIC GENERAL SUPPORT 1,000

BLACKSPACE URBANIST COLLECTIVE

1000 DEAN STREET SUITE 1001
BROOKLYN,NY11238 		NONE PUBLIC GENERAL SUPPORT 500

FOOD BANKS OF THE ROCKIES

10700 E 45TH AVE
DENVER,CO80239 		NONE PUBLIC GENERAL SUPPORT 10,000
Total .................................right arrow 3a 7,256,600
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 21,899  
4 Dividends and interest from securities ....     14 3,080,817  
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 72,528  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 8,413,440  
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) .. 0 11,588,684 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,588,684
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP
Employer identification number

37-1887329
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number
37-1887329
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 52,768


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 54,044


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 46,868


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 104,854


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 116,287


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 29,198


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number
37-1887329
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 110,705


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 58,913


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 44,628


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 89,817


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 28,572


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 63,848


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number
37-1887329
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 732,953


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 6,339


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 6,200,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 22,429,790


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 109,804,592


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 8,958,380


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number
37-1887329
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 943,136


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 2,404,433


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 3,805,534


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
THOMAS B HUNTER III
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 66,466,511


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number

37-1887329
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,400 SHARES OF AON PLC STOCK $ 52,768 2023-02-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 3,500 SHARES OF BAXTER INTERNATIONAL INC. STOCK $ 54,044 2023-02-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 1,795 SHARES OF BRISTOL-MYERS SQUIBB CO. STOCK $ 46,868 2023-02-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 4,333 SHARES OF DUKE ENERGY CORPORATION STOCK $ 104,854 2023-02-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 9,840 SHARES OF ENBRIDGE INC STOCK $ 116,287 2023-02-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 208 SHARES OF GE HEALTHCARE TECHNOLOGIES STOCK $ 29,198 2023-02-06
Schedule B (Form 990) (2023)
Name of organization
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number

37-1887329
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 625 SHARES OF GENERAL ELECTRIC CO. STOCK $ 110,705 2023-02-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 6,000 SHARES OF HEWLETT PACKARD ENTERPRISE CO STOCK $ 58,913 2023-02-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 1,640 SHARES OF HONEYWELL INTERNATIONAL INC STOCK $ 44,628 2023-02-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 6,000 SHARES OF HP INC. STOCK $ 89,817 2023-02-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 1,790 SHARES OF JOHNSON CONTROLS INTERNATIONAL PLC STOCK $ 28,572 2023-02-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 850 SHARES OF MEDTRONIC PLC STOCK $ 63,848 2023-02-06
Schedule B (Form 990) (2023)
Name of organization
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number

37-1887329
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 648,213 SHARES OF FIFTH THIRD BANCORP STOCK $ 22,429,790 2023-09-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 822,722 SHARES OF JPMORGAN CHASE & CO STOCK $ 109,804,592 2023-09-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 738,607 SHARES OF VALLEY NATIONAL BANCORP STOCK $ 8,958,380 2023-09-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
19
 21,700 SHARES OF VANGUARD FTSE ETF STOCK $ 943,136 2023-09-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
20
 9,470 SHARES OF VANGUARD HEALTH CARE ETF STOCK $ 2,404,433 2023-09-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
21
 11,070 SHARES OF VANGUARD INFORMATION TECHNOLOGY ETF STOCK $ 3,805,534 2023-09-29
Schedule B (Form 990) (2023)
Name of organization
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number

37-1887329
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
22
 PRIVATE EQUITY AND REAL ESTATE PARTNERSHIP INVESTMENTS $ 66,466,511 2023-09-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number

37-1887329
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 23,544 0   0

TY 2023 InvestmentsCorpStockSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Name of Stock End of Year Book Value End of Year Fair Market Value
GE HEALTHCARE TECHNOLOGIES INC 29,198 16,083
MEDTRONIC PLC 63,848 70,023
GENERAL ELECTRIC CO 110,705 79,769
HEWLETT PACKARD ENTERPRISE CO 58,913 101,880
JOHNSON CONTROLS INTERNATIONAL PLC 28,572 103,175
BAXTER INTERNATIONAL INC 54,044 135,310
HP INC 89,817 180,540
3M CO (NON-CLAT) 253,431 207,708
ATLANTIC CREEK RE FUND III 245,157 328,936
HONEYWELL INTERNATIONAL INC 44,628 343,924
KRAFT HEINZ CO 482,279 347,611
ENBRIDGE INC 116,287 354,437
DUKE ENERGY CORP 104,854 420,474
INTEROCEAN - MONEY MARKET 450,398 450,398
CVS HEALTH CORP 500,840 513,240
VANGUARD FTSE EMERGING MKTS ETF 501,900 575,400
BRISTOL-MYERS SQUIBB CO 555,441 635,988
VANGUARD TOTAL STK MKT 253,530 640,494
AON PLC 52,768 698,448
ABBOTT LABS 273,474 814,518
ISHARES NASDAQ BIO TECH ETF 540,479 815,100
CISCO SYSTEMS INC 501,075 1,136,700
ISHARES CORE MSCI EMERGING ETF 1,503,708 1,583,154
VANGUARD FTSE ALL WORLD ETF 1,501,061 1,762,796
ISHARES TR RUSSELL 2000 ETF 1,499,546 1,766,248
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 2,055,885 2,160,480
VANGUARD HEALTH CARE INDEX FUND ETF 2,404,433 2,374,129
VANGUARD MID CAP 1,506,772 2,535,776
ELI LILLY & CO (NON-CLAT) 267,196 2,972,892
MICROSOFT CORPORATION 297,825 3,421,964
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 3,805,534 5,357,880
BRAUVIN 18, INC (FUND III) 6,949,383 7,000,000
VANGUARD FTSE DEV MKTS ETF 5,501,672 7,093,990
INTEROCEAN 7,469,454 8,720,172
VALLEY NATIONAL BANCORP 9,213,880 9,087,833
ALTAIR (PERSHING) 12,924,220 17,199,147
FIFTH THIRD BANK 22,617,836 22,961,614
JP MORGAN 65,931,710 84,029,400

TY 2023 InvestmentsOtherSchedule2
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COIL APTS, LLC AT COST 338,331 0
CEP II - LARIO SERIES AT COST 245,031 0
ARROW SERIES III AT COST 45,011 0
FIC INCOME PARTNERSHIP AT COST 43,470 19
AVENUE GLOBAL DISLOCATION OPPORTUNITY FUND AIV AT COST 35 35
KINZIE FUND II AT COST 97,435 97,435
CEP II - CRESCENT POINT FUND III SERIES AT COST 133,543 133,543
CEP II - HUNTING POINT SERIES AT COST 215,068 177,705
LARAMAR JV I AT COST 239,080 182,806
LIB MUTUAL JV II AT COST 219,450 186,265
LARAMAR CIRCLE CO AT COST 150,619 207,235
CEP II - NINE FOUR FUND II AT COST 209,834 209,834
CEP II - ASIA PARTNERS II AT COST 273,235 275,568
SOLUTION WORKS I AT COST 300,000 299,937
PRAIRIE CAPITAL V QP LP AT COST 1,115,076 310,150
COASTAL REAL ESTATE AT COST 332,283 339,135
94V CO-INVEST LP AT COST 278,032 368,120
CEP II - ARENA FUND SERIES AT COST 421,723 387,777
CEP II - WAVEMAKER IV AT COST 699,584 412,672
CEP II - GRAND CROSSING SERIES AT COST 437,880 434,858
SOLUTION WORKS II AT COST 355,494 444,896
CEP II - MANGROVE SERIES AT COST 307,958 480,061
CEP II - CMT OPPORTUNITY FUND AT COST 498,225 498,225
CARLYLE REALTY V AT COST 2,175 538,332
COLLINS CROSSINGS INVESTORS, LLC AT COST 753,458 595,173
CEP II - PUTTMAN SERIES II AT COST 604,578 604,578
CEP II - WWC NSC SERIES AT COST 752,797 685,058
IMPACT II AT COST 682,143 700,420
CEP II - CAGP V SERIES AT COST 419,975 737,968
AVENUE GLOBAL DISLOCATION OPPORTUNITY FUND AT COST 846,872 774,361
CEP II - PROMUS SERIES AT COST 3,067,280 780,586
LARAMAR CIRCLE TOWERS AT COST 919,275 809,316
CEP II - BOATHOUSE SERIES AT COST 823,974 823,974
NINE FOUR VENTURES LP AT COST 1,041,253 825,645
CEP II CAGP IV (CLAT) AT COST 89,216 835,362
CEP II - CPF FUND III AT COST 950,329 951,654
FIC WARRENVILLE LLC AT COST 1,848,692 980,697
CEP II - CMT FUND II SERIES AT COST 39,408 980,891
CEP II - WAVEMAKER SERIES AT COST 2,602,471 987,229
SIP MANUFACTURING AT COST 1,000,000 1,000,000
CEP II - PUTTMAN SERIES I AT COST 1,002,482 1,002,482
CEP II - SUNBELT SERIES AT COST 1,035,171 1,034,076
5TH CENTURY AT COST 1,033,872 1,105,764
CEP VISTRIA FUNDIV AT COST 1,228,196 1,205,901
CEP II - WOLD ENERGY SERIES AT COST 1,214,357 1,214,357
PRAIRIE CAPITAL VII QP LP AT COST 1,346,431 1,262,291
CEP II - MANGROVE SERIES III AT COST 1,237,009 1,320,676
CEP II - ARABELLA ADVISORS SERIES AT COST 2,150,322 1,416,779
SAAS CAPITAL III AT COST 1,473,983 1,566,126
VISTRIA FUND IV AT COST 1,581,586 1,608,127
FRONTIER WASTE AT COST 656,902 1,697,131
CEP II - HILCO SERIES AT COST 1,404,237 1,787,821
CEP II - BLUE HORIZON SERIES AT COST 1,967,240 1,959,042
CEP II - ASIA PARTNERS SERIES I AT COST 2,746,893 2,037,187
PRAIRIE CAPITAL VI QP, LP AT COST 2,209,553 2,088,358
LARAMAR MOB AT COST 2,436,695 2,495,088
LARAMAR MFV FUND III AT COST 3,140,762 3,251,691
CEP II - ASIA STRATEGY SERIES AT COST 4,319,965 3,354,344
LUBERT-ADLER/LARAMAR URBAN NEIGHBORHOOD FUND AT COST 3,080,692 3,447,958
LAKESIDE WORKFORCE HOUSING II AT COST 3,873,956 3,833,838
SAAS CAPITAL IV AT COST 4,334,569 4,428,183
LARAMAR/HARTFORD AT COST 4,422,217 4,770,622
SIENA CAPITAL PARTNERS I LP AT COST 11,489,854 12,300,589

TY 2023 LegalFeesSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 15,552 0   0


TY 2023 OtherExpensesSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
UTILITIES 402 0   402
CONFERENCE & TRAINING 2,897 0   2,897
OFFICE SUPPLIES 1,800 0   1,800
PHONE & INTERNET 3,620 0   3,620
TRAVEL EXPENSE 2,048 0   2,048
POSTAGE AND SHIPPING 19 0   19
SOFTWARE AND PUBLICATIONS 2,069 0   2,069
PASSTHROUGH EXPENSES 646,835 646,835   0
MEMBERSHIP DUES 3,315 0   3,315
SUBSCRIPTIONS 343 0   343
MISCELLANEOUS 5,715 0   5,715
IT SERVICES 5,436 0   5,436
MEALS & ENTERTAINMENT 7,239 0   7,239
MEETING EXPENSE 852 0   852
INSURANCE 1,883 0   1,883
GRANTS MGMT SOFTWARE 15,540 0   15,540


TY 2023 OtherIncomeSchedule2
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AVENUE GLOBAL DISLOCATION - INTEREST 81,231 81,231 81,231
AVENUE GLOBAL DISLOCATION - OTHER INCOME 12,509 12,509 12,509
AVENUE GLOBAL DISLOCATION - RENTAL INCOME -18 -18 -18
CEP II 5CP SERIES - INTEREST 1,141 1,141 1,141
CEP II 5CP SERIES - ORDINARY 511 511 511
CEP II 5CP SERIES - OTHER INCOME 19 19 19
CEP II ARABELLA ADVISORS - INTEREST 1,006 1,006 1,006
CEP II ARABELLA ADVISORS - ORDINARY 77,497 77,497 77,497
CEP II ARABELLA ADVISORS - RENTAL INCOME 878 878 878
CEP II ARENA FUND SERIES - INTEREST 15 15 15
CEP II ARENA FUND SERIES - ORDINARY -1,704 -1,704 -1,704
CEP II ASIA PARTNERS SERIES - OTHER INCOME 90 90 90
CEP II BLUE HORIZON SERIES - INTEREST 380 380 380
CEP II BLUE HORIZON SERIES - ORDINARY -41,140 -41,140 -41,140
CEP II BOAT HOUSE - ORDINARY -16,099 -16,099 -16,099
CEP II BOAT HOUSE - RENTAL INCOME 9,895 9,895 9,895
CEP II CAGP IV - INTEREST 17,937 17,937 17,937
CEP II CAGP IV - OTHER INCOME -34 -34 -34
CEP II CAGP V SERIES - INTEREST 2 2 2
CEP II CAGP V SERIES - OTHER INCOME -3 -3 -3
CEP II CMT FUND II SERIES - INTEREST 530 530 530
CEP II CMT FUND II SERIES - ORDINARY -451 -451 -451
CEP II CMT FUND II SERIES - OTHER INCOME 1,295 1,295 1,295
CEP II CMT OPP FUND - INTEREST 1,041 1,041 1,041
CEP II CMT OPP FUND - OTHER INCOME 14 14 14
CEP II CPF FUND III - INTEREST 1,156 1,156 1,156
CEP II CPF FUND III - ORDINARY -16,787 -16,787 -16,787
CEP II CPF FUND III - RENTAL INCOME -19,303 -19,303 -19,303
CEP II CRESCENT FUND II - OTHER INCOME 2,984 2,984 2,984
CEP II CSI SERIES II - INTEREST 170 170 170
CEP II CSI SERIES II - ORDINARY 43,127 43,127 43,127
CEP II GRAND CROSSING SERIES - INTEREST 1,365 1,365 1,365
CEP II GRAND CROSSING SERIES - ORDINARY 24,218 24,218 24,218
CEP II HILCO SERIES - ORDINARY -6,545 -6,545 -6,545
CEP II HUNTING POINT SERIES - INTEREST 2 2 2
CEP II HUNTING POINT SERIES - ORDINARY 379 379 379
CEP II HUNTING POINT SERIES - RENTAL INCOME 3,641 3,641 3,641
CEP II LARAMAR JV SERIES - ORDINARY 49 49 49
CEP II LARAMAR JV SERIES - RENTAL INCOME -2,796 -2,796 -2,796
CEP II LIBERTY SERIES - INTEREST 9 9 9
CEP II MANGROVE SERIES II - INTEREST 2,523 2,523 2,523
CEP II MANGROVE SERIES III - INTEREST 336 336 336
CEP II PROMUS SERIES - INTEREST 156 156 156
CEP II PROMUS SERIES - ORDINARY 77,314 77,314 77,314
CEP II PROMUS SERIES - OTHER INCOME 776 776 776
CEP II PROMUS SERIES - RENTAL INCOME -7,604 -7,604 -7,604
CEP II PUTTMAN SERIES - ORDINARY 2,949 2,949 2,949
CEP II PUTTMAN SERIES II - ORDINARY 1,263 1,263 1,263
CEP II SUNBELT SERIES - INTEREST 295 295 295
CEP II SUNBELT SERIES - ORDINARY 34,891 34,891 34,891
CEP II SUNBELT SERIES - OTHER INCOME -290 -290 -290
CEP II VISTRIA FUND IV - INTEREST 2,443 2,443 2,443
CEP II VISTRIA FUND IV - ORDINARY -4,263 -4,263 -4,263
CEP II WOLD SERIES - INTEREST 1,289 1,289 1,289
CEP II WOLD SERIES - ORDINARY 47,639 47,639 47,639
CEP II WOLD SERIES - OTHER INCOME 254 254 254
CEP II WWC NSC SERIES - INTEREST 35 35 35
CEP II WWC NSC SERIES - ORDINARY 6,442 6,442 6,442
CEP II WWC NSC SERIES - OTHER INCOME 101 101 101
CIRCLE TOWERS SENIOR INVESTLORS, LLC - INTEREST 60,000 60,000 60,000
COASTAL REAL ESTATE - RENTAL INCOME -29,823 -29,823 -29,823
COIL APARTMENTS - INTEREST 20 20 20
COIL APARTMENTS - RENTAL INCOME -861 -861 -861
COLLINS CROSSING INVESTORS - RENTAL INCOME -16,933 -16,933 -16,933
COVINGTON VANGUARD WARRENVILLE - RENTAL INCOME -19,303 -19,303 -19,303
FIC INCOME PARTNERSHIP - DIVIDENDS 34 34 34
FRONTIER LAND FUND - OTHER INCOME -1,213 -1,213 -1,213
FRONTIER LAND FUND - RENTAL INCOME -7,963 -7,963 -7,963
FRONTIER WASTE - ORDINARY -535,760 -535,760 -535,760
IMPACT ENGINE - INTEREST 1,353 1,353 1,353
IMPACT ENGINE - ORDINARY -8,250 -8,250 -8,250
LAKE CALUMET PROPERTIES - ORDINARY -3,493 -3,493 -3,493
LAKE CALUMET PROPERTIES - OTHER INCOME -10,402 -10,402 -10,402
LAKESIDE II - INTEREST 241 241 241
LAKESIDE II - RENTAL INCOME -131,869 -131,869 -131,869
LARAMAR ARIUM DEERWOOD - RENTAL INCOME 8,050 8,050 8,050
LARAMAR BEDLOE II - INTEREST 4 4 4
LARAMAR BEDLOE II - RENTAL INCOME -3,765 -3,765 -3,765
LARAMAR BEDLOE II CIRCLE FUNDING - INTEREST 7 7 7
LARAMAR BEDLOE II CIRCLE FUNDING - RENTAL INCOME -12,124 -12,124 -12,124
LARAMAR KODIAK - INTEREST 26 26 26
LARAMAR KODIAK - RENTAL INCOME -255,913 -255,913 -255,913
LARAMAR MOB SERIES - INTEREST 6,083 6,083 6,083
LARAMAR MOB SERIES - RENTAL INCOME 18,471 18,471 18,471
LARAMAR NINE MILE - INTEREST 1,392 1,392 1,392
LARAMAR NINE MILE - RENTAL INCOME -1,631 -1,631 -1,631
LARAMAR URBAN NEIGHBORHOOD FUND - INTEREST 5,390 5,390 5,390
LARAMAR URBAN NEIGHBORHOOD FUND - RENTAL INCOME -39,119 -39,119 -39,119
NINE FOUR VENTURES - INTEREST 46 46 46
NINE FOUR VENTURES - OTHER INCOME 2 2 2
PRAIRIE CAPITAL FUND VII QP - INTEREST 67 67 67
PRAIRIE CAPITAL FUND VII QP - ORDINARY -13,749 -13,749 -13,749
PRAIRIE CAPITAL FUND VII QP - OTHER INCOME 4,150 4,150 4,150
PRAIRIE CAPITAL IV - INTEREST 352 352 352
PRAIRIE CAPITAL IV - ORDINARY -425 -425 -425
PRAIRIE CAPITAL V QP - INTEREST 248 248 248
PRAIRIE CAPITAL V QP - ORDINARY 141,039 141,039 141,039
PRAIRIE CAPITAL V QP - OTHER INCOME 15,067 15,067 15,067
PRAIRIE CAPITAL VI QP - INTEREST 2,964 2,964 2,964
PRAIRIE CAPITAL VI QP - ORDINARY 26,486 26,486 26,486
PRAIRIE CAPITAL VI QP - OTHER INCOME 50,768 50,768 50,768
SAAS CAPITAL - INTEREST 109,171 109,171 109,171
SAAS CAPITAL - OTHER INCOME 3,109 3,109 3,109
SAAS IV - INTEREST 238,447 238,447 238,447
SAAS IV - OTHER INCOME 51,913 51,913 51,913
SIENA CAPITAL PARTNERS I - INTEREST 62,389 62,389 62,389
VISTRIA FUND IV FT - DIVIDEND INCOME 12,601 12,601 12,601
NB CO-INVEST - ORDINARY 54 54 54
NB CO-INVEST - RENTAL INCOME -343 -343 -343
NB CO-INVEST - INTEREST AND DIVIDEND 350 350 350
NB CO-INVEST - OTHER INCOME 413 413 413


TY 2023 OtherLiabilitiesSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Description Beginning of Year - Book Value End of Year - Book Value
ATLANTIC CREEK RE FUND II 76,074 179,743
COASTAL WASTE 0 145,855
PRAIRIE CAPITAL IV 0 121
NB CO-INVEST 0 45,756
NINE MILE STATION 0 21,573
FRONTIER LAND FUND 0 9,176
AIRWAY SERVICES 0 2,345


TY 2023 OtherProfessionalFeesSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE FEES 245 0   0
CONSULTING FEES 140,000 140,000   0
FILING FEES 922 0   0
ALTAIR FEES 99,177 0   0
SCHWAB FEES 33,509 0   0
PAYROLL FEES 7,619 0   0


TY 2023 TaxesSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 20,739 20,739   0
EXCISE TAXES 563,874 0   0
PAYROLL TAXES 30,866 0   0