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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 06-01-2024 , and ending 05-31-2025
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$103,030,942J 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... 1,688,352 1,725,762  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,223,636
b Gross sales price for all assets on line 6a 22,957,843
7 Capital gain net income (from Part IV, line 2)... 5,619,734
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).......   14,151  
12 Total. Add lines 1 through 11........ 6,911,988 7,359,647  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 379,558 0 0 379,558
15 Pension plans, employee benefits....... 92,654 0 0 92,654
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,985 0 0 12,985
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
411,983 395,769   16,214
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
156,052 53,749   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 48,869 0 0 48,869
22 Printing and publications.......... 1,108 0 0 1,108
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
73,117 312,001   63,824
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,176,326 761,519 0 615,212
25 Contributions, gifts, grants paid....... 3,958,375 3,958,375
26 Total expenses and disbursements. Add lines 24 and 25 5,134,701 761,519 0 4,573,587
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,777,287
b Net investment income (if negative, enter -0-) 6,598,128
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 639,286 1,812,635 1,812,635
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).......... 77,392,401 Click to see attachment
List of Attached Documents:
// Content
78,857,279 		101,035,383
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
22,149 		Click to see attachment
List of Attached Documents:
// Content
57,925 		Click to see attachment
List of Attached Documents:
// Content
182,924
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 78,053,836 80,727,839 103,030,942
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 161,000 1,348,500
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)......... 161,000 1,348,500
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........ 77,892,836 79,379,339
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)..... 77,892,836 79,379,339
30 Total liabilities and net assets/fund balances (see instructions). 78,053,836 80,727,839
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
77,892,836
2
Enter amount from Part I, line 27a .....................
2
1,777,287
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
916,650
4
Add lines 1, 2, and 3 ..........................
4
80,586,773
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,207,434
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
79,379,339
Form 990-PF (2024)
Form 990-PF (2024)
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 1. FROM OUTSIDE 1099   2025-01-01 2025-05-31
b 1. FROM OUTSIDE 1099   1911-11-11 2025-05-31
c 1. FROM OUTSIDE 1099   2025-05-31 2025-05-31
d 1. PARTNERSHIP CAPITAL GAINS   1911-11-11 2025-05-31
e 2. PERSHING/PATHSTONE   2025-01-01 2025-05-31
1. PERSHING/PATHSTONE   1911-11-11 2025-05-31
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 3,803,124   3,789,822 13,302
b 13,183,690   9,734,228 3,449,462
c 1,493     1,493
d 396,102     396,102
e 1,990,121   1,991,662 -1,541
2,679,613   1,822,397 857,216
      903,700
      903,700
      903,700
      903,700
      903,700
      903,700
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       13,302
b       3,449,462
c       1,493
d       396,102
e       -1,541
      857,216
       
       
       
       
       
       
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 5,619,734
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 91,714
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 91,714
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 91,714
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 90,452
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 90,452
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 1,262
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		114,465 18,517  
ONE BIGELOW SQUARE SUITE 630
PITTSBURGH,PA15219
JENNIFER B KELLY EXECUTIVE DIRECTOR
37 		184,134 25,893  
ONE BIGELOW SQUARE SUITE 630
PITTSBURGH,PA15219
GINA R PICCOLINO PROGRAM COORDINATOR
37 		80,959 20,073  
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 (2024)
Form 990-PF (2024)
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 204,413
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 2,668
2 SEE ATTACHED - ADRIENNE LANG VOLUNTEER HOURS 1,145
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 (2024)
Form 990-PF (2024)
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
101,076,594
b
Average of monthly cash balances.......................
1b
1,588,602
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
102,665,196
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
102,665,196
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,539,978
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
101,125,218
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,056,261
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
5,056,261
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
91,714
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
91,714
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,964,547
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,964,547
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
4,964,547
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
4,573,587
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
4,573,587
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,964,547
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,208,727
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,573,587
a Applied to 2023, but not more than line 2a 1,208,727
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 2024 distributable amount..... 3,364,860
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,599,687
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 3,958,375
Total .................................right arrow 3a 3,958,375
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 1,688,352  
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 5,223,636  
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) ..   6,911,988  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,911,988
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOUNDATION CONSULTANTS 12,088     12,088
TAX PREP FEE 897     897

TY 2024 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      
464287234 ISHARES MSCI EMERGIN AT COST 1,496,071 1,661,480
9128285M8 U S TREASURY NOTE AT COST 97,084 97,535
026874784 AMERICAN INTERNATION AT COST 57,754 83,794
13063DGB8 CALIFORNIA ST      
254687106 DISNEY (WALT) COMPAN AT COST 145,701 161,986
464287465 ISHARES MSCI EAFE IN AT COST 2,162,480 3,179,398
682680AS2 ONEOK INC AT COST 63,345 64,351
780082AD5 ROYAL BANK OF CANADA AT COST 104,048 104,888
882806ES7 TEXAS ST TECH UNIV R      
91324P102 UNITED HEALTH GROUP AT COST 31,046 70,345
999Z21531 SPECIAL OPPS FD IV AT COST 50,876 50,876
912828V49 U S TREASURY INFLATI AT COST 307,227 313,334
9128286B1 US TREASURY NOTE      
92343VDD3 VERIZON COMMUNICATIO      
594918104 MICROSOFT CORP COM AT COST 398,974 1,134,327
912828V98 UNITED STATES TREAS      
82481LAD1 SHIRE ACQ INV IRELAN      
833034AK7 SNAP-ON INC      
84756NAF6 SPECTRA ENERGY PARTN      
852234103 BLOCK INC AT COST 101,543 98,800
91412HFG3 UNIVERSITY OF CALIFO AT COST 35,000 33,899
929089100 VOYA FINANCIAL INC AT COST 51,993 79,159
G29183103 EATON CORP PLC      
12572Q105 CME GROUP INC AT COST 62,675 102,306
172967JT9 CITIGROUP INC      
999Z99727 FARALLON AT COST 5,438,393 5,438,393
9989AG769 $500,000 STRATEGIC I AT COST 278,099 278,099
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 105,362 106,475
458140100 INTEL CORPORATION      
46625H100 J P MORGAN CHASE & C AT COST 93,194 248,424
701765505 PARNASSUS MID CAP FU      
845437BR2 SOUTHWESTERN ELECTRI AT COST 25,000 24,582
25470DAL3 DISCOVERY COMMUNICAT AT COST 59,217 59,909
46625HMN7 JPMORGAN CHASE & CO AT COST 15,259 14,989
00771X419 G Q G PART EMERG MKT AT COST 1,082,332 1,511,536
037833100 APPLE INC AT COST 278,126 645,331
21684AAF3 COOPERATIEVE RABOBAN AT COST 131,691 133,619
G5960L103 MEDTRONIC PLC AT COST 222,962 218,237
023135106 AMAZON COM INC AT COST 293,301 724,505
060505104 BANK OF AMERICA CORP AT COST 168,756 196,379
74052BAA5 PREMIER HEALTH PART AT COST 35,000 33,812
CONSTITUTION IRONSIDES PARTNER AT COST 1,026 1,026
CONSTITUTION IRONSIDES CO-INVE AT COST 28,566 28,566
STEPSTONE VS IMPACT I, LP AT COST 847,703 847,703
PATHSTONE/PERSHING EQUITIES AT COST 13,473,608 17,986,948
SUMMIT PARTNERS AT COST 250,000 250,000
GENERATION IM CLIMATE SOLUTION AT COST 441,427 441,427
HIGHVISTA PRIVATE EQUITY VII AT COST 546,265 546,265
ECOSYSTEMS AT COST 290,788 290,788
68389XBT1 ORACLE CORP      
912828ZE3 U S TREASURY NOTE      
912828YB0 UNITED STATES TREASU AT COST 55,542 50,220
337738AU2 FISERV INC AT COST 101,182 100,100
464287499 ISHARES TR RUSSELL M AT COST 2,761,000 5,346,496
191216100 COCA - COLA CO AT COST 80,808 96,614
G8994E103 TRANE TECHNOLOGIES P AT COST 7,220 125,639
00766Y513 CHAMPLAIN MID CAP FU AT COST 603,211 726,239
9128286T2 UNITED STATES TREAS AT COST 166,082 160,497
031162CT5 AMGEN INC AT COST 99,288 101,158
22160KAP0 COSTCO WHOLESALE COR AT COST 100,899 101,581
67066G104 NVIDIA CORP AT COST 183,242 1,181,036
278642AV5 EBAY INC      
87612EBL9 TARGET CORP      
912828ZB9 TREASURY NOTE      
05587K857 BNYM INTL STCK-Y AT COST 1,661,462 1,914,686
464287655 ISHARES RUSSELL 2000 AT COST 517,507 922,815
701094AM6 PARKER-HANNIFIN CORP      
00914AAF9 AIR LEASE CORP      
092113AR0 BLACK HILLS CORP AT COST 24,914 23,223
42225UAD6 HEALTHCARE TRUST OF AT COST 10,366 9,831
443201108 HOWMET AEROSPACE INC AT COST 94,261 2,939,097
912828ZN3 UNITED STATES TREAS      
74437E404 PGIM JENNISON GROWTH AT COST 4,212,013 5,853,905
NEW SUMMIT IMPACT FUND II-B AT COST 668,749 668,749
254687FX9 WALT DISNEY COMPANY/ AT COST 96,080 95,664
036752AJ2 ANTHEM INC      
14913R2K2 CATERPILLAR FINL SER AT COST 61,237 63,373
91324PEC2 UNITEDHEALTH GROUP I      
78355HKQ1 RYDER SYSTEM INC AT COST 42,954 40,000
78468R796 S P D R S&P FOSSIL F AT COST 8,176,221 11,518,200
05589K855 BNY MELLON BOND MARK      
04636NAA1 ASTRAZENECA FINANCE AT COST 94,568 97,087
369550BN7 GENERAL DYNAMICS COR      
3130ALZS6 FEDERAL HOME LOAN BA      
341271AE4 STATE BOARD OF ADMIN AT COST 30,000 28,387
548661DX2 LOWE'S COS INC 1.3% AT COST 77,185 78,176
00206RKG6 AT&T INC      
517834107 LAS VEGAS SANDS CORP AT COST 64,321 73,265
579780AR8 MCCORMICK & CO 0.9%      
912828ZT0 UNITED STATES TREAS      
235851102 DANAHER CORP COMMON AT COST 208,219 177,936
872540AV1 T J X COS I 1.15% 5/      
91282CBJ9 UNITED STATES TREAS AT COST 73,994 78,333
3136G4H63 FEDERAL NATL MTG ASS      
37045V100 GENERAL MOTORS CO AT COST 68,062 97,236
3134GWND4 FREDDIE MAC AT COST 55,000 54,597
110122DN5 BRISTOL-MYERS SQUIBB AT COST 38,176 39,360
HIGHVISTA PRIVATE EQUITY VIII AT COST 1,117,114 1,117,114
ECOSYSTEM INTEGRITY FUND IV LP AT COST 298,093 298,093
00206R102 AT&T INC AT COST 149,967 242,972
91282CDJ7 U S TREASURY NOTE AT COST 48,836 42,223
38378BT82 GOVERNMENT NATIONAL AT COST 18,805 16,331
91282CDK4 U S TREASURY NOTE      
91282CCS8 U S TREASURY NOTE AT COST 86,938 84,453
91282CEF4 US TREASURY N/B      
24422EVR7 JOHN DEERE CAPITAL C AT COST 104,530 106,345
3130ARDV0 FEDERAL HOME BANK LO AT COST 50,000 49,018
38141GYM0 GOLDMAN SACHS GROUP      
02665WDZ1 AMERICAN HONDA FINAN      
91282CCV1 U S TREASURY NOTE AT COST 46,864 50,413
14064D873 F&T BHVRL SM CAP EQ- AT COST 1,349,283 1,672,816
64990FD76 NEW YORK ST DORM AT COST 30,000 28,105
91282CCB5 UNITED STATES TREAS AT COST 36,099 30,494
91282CDQ1 WI TREASURY N/B      
21037T109 CONSTELLATION ENERGY AT COST 10,409 134,094
ILLUMEN AT COST 278,575 278,575
MOONRISE VENTURE PARTNERS III AT COST 700,334 700,334
HIGHVISTA PRIVATE EQUITY IX AT COST 1,052,699 1,052,699
STEPSTONE VC IMPACT II LP AT COST 558,886 558,886
14949P208 CAUSEWAY CAP MGMT TR AT COST 850,804 1,001,602
16679L109 CHEWY INC - CLASS A AT COST 57,341 128,058
17275R102 CISCO SYS INC AT COST 179,102 240,813
172908105 CINTAS CORP      
G4863A108 INTERNATIONAL GAME T      
22160N109 COSTAR GROUP INC AT COST 108,633 110,340
02079K107 ALPHABET INC AT COST 413,070 673,596
031100100 AMETEK INC NEW AT COST 79,976 102,418
28176E108 EDWARDS LIFESCIENCES      
252131107 DEXCOM INC AT COST 72,184 76,362
666807102 NORTHROP GRUMMAN COR AT COST 168,369 172,578
716973AE2 PFIZER INVESTMENT EN AT COST 78,777 78,665
037833CJ7 APPLE INC      
038222105 APPLIED MATERIALS IN AT COST 121,590 168,663
03990B101 ARES MANAGEMENT CORP      
05569M368 BNY MELLON CORP BOND AT COST 544,186 572,260
09073M104 BIO-TECHNE CORP AT COST 74,234 47,432
126650CX6 C V S HEALTH CORP AT COST 97,772 98,891
91282CFB2 U S TREASURY NOTE AT COST 96,520 97,645
91282CFC0 U S TREASURY NOTE AT COST 58,662 57,031
91282CFE6 U S TREASURY NOTE      
91282CFJ5 WI TREASURY SEC. AT COST 196,033 198,555
91282CFV8 U S TREASURY NOTE AT COST 224,497 224,008
91282CFY2 US TREASURY N/B AT COST 148,796 149,532
91282CFZ9 U S TREASURY NOTE AT COST 89,496 89,993
91282CGB1 US TREASURY N/B AT COST 196,357 199,328
91282CGC9 US TREASURY N/B AT COST 190,429 190,038
91282CGL9 US TREASURY NOTE AT COST 127,467 129,758
91282CGM7 UNITED STATES TREAS AT COST 247,447 242,839
91282CHC8 US TREASURY N/B AT COST 243,187 240,049
42225UAK0 HEALTHCARE TRUST OF AT COST 9,926 9,677
443573100 HUBSPOT INC AT COST 98,473 138,037
452327109 ILLUMINA INC AT COST 111,151 60,529
45687V106 INGERSOLL RAND INC      
46120E602 INTUITIVE SURGICAL I AT COST 119,229 165,150
82509L107 SHOPIFY INC-A W/I AT COST 97,396 88,671
46432F842 ISHARES CORE MSCI EA AT COST 744,100 899,904
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 312,739 472,211
90353T100 UBER TECHNOLOGIES IN      
91282CEP2 WI TREASURY SEC. AT COST 127,860 124,496
91282CAT8 WI TREASURY N/B .250      
46647PCW4 JPMORGAN CHASE & CO AT COST 116,689 121,684
550021109 LULULEMON ATHLETICA      
00287YBX6 ABBVIE INC 3.2% 11/2 AT COST 105,824 109,082
35671D857 FREEPORT-MCMORAN COP AT COST 135,695 127,754
016255101 ALIGN TECHNOLOGY INC AT COST 156,379 81,604
3134GXS54 FREDDIE MAC AT COST 45,011 44,944
38141G104 GOLDMAN SACHS GROUP AT COST 109,817 188,541
759916109 REPLIGEN CORP AT COST 89,313 67,654
776696106 ROPER INDS INC NEW      
780259305 SHELL PLC-W/I-ADR AT COST 96,193 101,979
80105N105 SANOFI-SYNTHELABO      
617446448 MORGAN STANLEY DEAN AT COST 147,584 207,409
61744YAP3 MORGAN STANLEY AT COST 108,078 112,533
MAGARAC VENTURES LP AT COST 145,920 145,920
NEW SUMMIT IMPACT FUND III AT COST 355,492 355,492
020002101 ALLSTATE CORP COM AT COST 90,705 125,922
025816DP1 AMERICAN EXPRESS CO AT COST 89,537 90,823
06051GMA4 BANK OF AMERICA CORP AT COST 140,213 141,464
06368LC53 BANK OF MONTREAL AT COST 131,132 131,505
06738EAW5 BARCLAYS PLC AT COST 92,344 95,169
097023CY9 BOEING CO AT COST 53,907 55,482
11070TAM0 PROVINCE OF BRITISH AT COST 38,398 38,776
11134LAH2 BROADCOM CRP / CAYMN AT COST 86,814 89,248
17275RBS0 CISCO SYSTEMS INC 4. AT COST 85,595 86,704
25746U109 DOMINION RES INC VA AT COST 139,995 166,043
30303M8N5 META PLATFORMS INC 4      
3132CW5R1 FHLMC SB0856 AT COST 29,661 29,763
3133EPR80 FEDERAL FARM CR BKS      
404280CY3 HSBC HOLDINGS PLC AT COST 92,450 95,794
44134R735 HOTCHKIS & WILEY HIG      
49177J102 KENVUE INC AT COST 112,006 123,647
651639106 NEWMONT MINING CORP AT COST 76,106 99,641
66987V109 NOVARTIS AG SPNSRD A      
681919106 OMNICOM GROUP INC CO AT COST 138,588 107,222
778296103 ROSS STORES INC      
803607100 SAREPTA THERAPEUTICS      
87264ABW4 T-MOBILE USA INC AT COST 99,632 102,212
89236TLE3 TOYOTA MOTOR CREDIT AT COST 82,298 83,394
902613AX6 UBS GROUP AG      
91282CFM8 U S TREASURY NOTE AT COST 241,308 246,350
91282CFW6 U S TREASURY N/B      
91282CHB0 U S TREASURY N/B AT COST 24,273 24,875
91282CHF1 UNITED STATES TREAS AT COST 192,283 197,914
91282CHT1 U S ETREASURY NOTE AT COST 396,820 398,819
91282CHW4 U S TREASURY NOTE AT COST 169,335 170,969
91282CJB8 U S TREASURY NOTE      
91282CJC6 US TREASURY N/B AT COST 350,229 352,695
91282CJJ1 U S ETREASURY NOTE AT COST 15,558 15,224
91282CJM4 U S ETREASURY NOTE AT COST 129,096 132,179
91282CJQ5 U S TREASURY NOTE AT COST 78,822 78,841
91282CJV4 US TREASURY N/B      
91282CJZ5 U S TREASURY NOTE AT COST 240,833 244,268
91282CKC4 U S TREASURY NOTES AT COST 246,709 252,490
92338C103 VERALTO CORP-W/I AT COST 96,617 125,075
98978V103 ZOETIS INC AT COST 116,538 99,998
G25508105 CRH PLC AT COST 71,195 109,392
G51502105 JOHNSON CTLS INTL PL AT COST 131,676 204,767
G7496G103 RENAISSANCERE HLDGS AT COST 101,879 124,211
HIGHVISTA PRIVATE EQUITY X AT COST 47,858 47,858
00206RGQ9 AT&T INC AT COST 129,454 128,630
00774MBP9 AERCAP IRELAND CAP/G AT COST 86,341 85,682
00914AAV4 AIR LEASE CORP AT COST 80,514 81,308
04621X108 ASSURANT INC AT COST 102,601 97,024
049468101 ATLASSIAN CORP AT COST 61,953 55,852
05464C101 AXON ENTERPRISE INC AT COST 89,714 115,555
071813109 BAXTER INTL INC COM AT COST 63,432 48,495
08265T208 BENTLEY SYSTEMS INC AT COST 35,562 35,320
09075V102 BIONTECH SE-ADR AT COST 30,519 28,743
10373QCA6 BP CAP MARKETS AMERI AT COST 93,317 94,592
110122108 BRISTOL MYERS SQUIBB AT COST 89,130 87,870
11135F101 BROADCOM INC AT COST 123,552 152,020
14040H105 CAPITAL ONE FINL COR AT COST 61,754 68,283
172967MP3 CITIGROUP INC 4.412% AT COST 133,038 132,000
174610BJ3 CITIZENS FINANCIAL G AT COST 95,097 95,099
20030NDG3 COMCAST CORP AT COST 94,584 94,965
251526CV9 DEUTSCHE BANK NY AT COST 121,157 121,487
30303M8U9 META PLATFORMS INC AT COST 68,970 69,222
3130B5SD1 FED HOME LOAN BANK AT COST 210,000 208,916
3133ER5H0 FED FARM CREDIT BANK AT COST 125,000 125,013
3134HA2C6 FED HOME LOAN MTG CO AT COST 150,000 149,886
3134HAW90 FED HOME LOAN MTG CO AT COST 115,000 114,895
36828A101 GE VERNOVA LLC AT COST 53,268 143,313
37045XEY8 GENERAL MOTORS FIN C AT COST 80,545 80,329
375558103 GILEAD SCIENCES INC AT COST 45,332 56,141
38141GB60 GOLDMAN SACHS GROUP AT COST 123,971 124,553
437076DD1 HOME DEPOT INC AT COST 91,749 91,466
44134R529 H & W HIGH YIELD-Z AT COST 969,788 980,138
443510607 HUBBELL INC COM AT COST 125,013 129,341
45866F104 INTERCONTINENTALEXCH AT COST 60,061 63,829
460146103 INTERNATIONAL PAPER AT COST 62,027 64,065
47803W703 J H III DISC MID CAP AT COST 663,350 600,747
478160104 JOHNSON & JOHNSON CO AT COST 167,288 164,678
50077LBM7 KRAFT HEINZ FOODS CO AT COST 70,300 70,213
502431109 L3HARRIS TECHNOLOGIE AT COST 81,083 86,496
504922105 LABCORP HOLDINGS INC AT COST 88,330 108,551
59156R108 METLIFE INC AT COST 70,591 66,007
60937P106 MONGODB INC AT COST 108,104 60,614
639057AS7 NATWEST GROUP PLC AT COST 88,207 90,173
68389XCT0 ORACLE CORP AT COST 108,283 104,918
704326AB3 PAYCHEX INC AT COST 95,419 96,411
722304102 PINDUODUO INC-ADR AT COST 65,949 52,694
80282KBQ8 SANTANDER HOLDINGS U AT COST 100,608 101,038
81762P102 SERVICENOW INC AT COST 68,795 81,898
871607107 SYNOPSYS INC COM AT COST 71,767 74,237
871607AD9 SYNOPSYS INC AT COST 79,806 80,142
874060BK1 TAKEDA PHARMACEUTICA AT COST 100,862 99,975
87612EBP0 TARGET CORP AT COST 58,449 59,099
88579Y101 3M CO AT COST 63,583 90,494
91282CGP0 U S TREASURY NOTE AT COST 346,963 351,148
91282CKA8 U S TREASURY NOTE AT COST 269,751 270,653
91282CKJ9 U S TREASURY NOTE AT COST 156,010 156,556
91282CLC3 U S TREASURY NOTE AT COST 249,972 250,665
91282CLD1 U S TREASURY NOTE AT COST 100,196 100,141
91282CLF6 U S TREASURY NOTE AT COST 195,260 187,871
91282CLH2 U S TREASURY NOTE AT COST 59,840 59,756
91282CLW9 U S TREASURY NOTE AT COST 145,541 148,524
91282CLX7 U S TREASURY NOTE AT COST 119,841 120,666
91282CLZ2 U S TREASURY NOTE AT COST 243,711 249,863
91282CME8 U S TREASURY NOTE AT COST 114,735 115,436
91282CMG3 U S TREASURY NOTE AT COST 247,500 253,085
91282CMH1 U S TREASURY NOTE AT COST 348,623 350,795
91282CMP3 U S TREASURY NOTE AT COST 10,040 10,028
91282CMZ1 U S TREASURY NOTE AT COST 178,313 179,284
91324PFH0 UNITEDHEALTH GROUP I AT COST 94,882 94,447
95000U3A9 WELLS FARGO & CO AT COST 104,693 105,289
G0403H108 AON PLC/IRELAND A AT COST 64,206 79,625
H01301128 ALCON INC AT COST 103,184 96,253
L8681T102 SPOTIFY TECHNOLOGY S AT COST 59,110 68,509
V7780T103 ROYAL CARIBBEAN CRUI AT COST 65,693 81,459
NEW SUMMIT IMPACT FUND IV AT COST 95,736 95,736
STRATEGIC INV FD III AT COST 212,426 212,426
LORD ABBETT CREDIT OPP-INST AT COST 1,576,541 1,492,336

TY 2024 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 22,148 57,924 57,924
ALUMINUM DOORS ON LOAN TO CMU 1 1 125,000


TY 2024 OtherDecreasesSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Description Amount
MUTUAL FUND TIMING ADJ 9,865
CY PURCHASE OF ACCRUED INTEREST 9,011
PY RETURN OF CAPITAL ADJUSTMENT 545
ROC ON CY SALES 513
CHANGE IN GRANTS PAYABLE 1,187,500


TY 2024 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 9,293 9,293   0
PARTNERSHIP EXPENSE   302,708   0
INTERNET SERVICES AND WEB HOST 1,529 0   1,529
PHONE SERVICES 2,710 0   2,710
POSTAGE EXPENSE 1,241 0   1,241
COMPUTER HARDWARE 1,529 0   1,529
COMPUTER SOFTWARE 8,923 0   8,923
COPIER LEASE 6,596 0   6,596
MISCELLANEOUS EXPENSE 1,101 0   1,101
OFFICE SUPPLIES 2,035 0   2,035
401(K) FEES 2,075 0   2,075
DIRECTOR AND OFFICER INSURANCE 2,536 0   2,536
P/C INSURANCE 1,905 0   1,905
WORKERS COMPENSATION 1,114 0   1,114
FSA FEES 1,074 0   1,074
OFFICE FURNITURE AND CONSTRUCT 26,021 0   26,021
ASSOCIATE MEMBERSHIPS 3,435 0   3,435


TY 2024 OtherIncomeSchedule2
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP OTHER INCOME   22,505  
PARTNERSHIP NET RENTAL   -8,378  
PARTNERSHIP ROYALTIES   24  


TY 2024 OtherIncreasesSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Description Amount
PY PURCHASE OF ACCRUED INTEREST 15,994
PARTNERSHIP ADJUSTMENT 766,948
VARIOUS TAX COST ADJUSTMENTS 133,708


TY 2024 OtherProfessionalFeesSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUST FEES 325,161 325,161    
INVESTMENT CONSULTING 62,225 62,225    
PROXY FEES 8,383 8,383    
PROGRAM CONSULTING 13,380     13,380
COMPUTER CONSULTING 2,834     2,834


TY 2024 TaxesSchedule
Name:
ROY A HUNT FOUNDATION
EIN:
25-6105162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 53,256 53,256   0
EXCISE TAXES 102,796 0   0
PARTNERSHIP FOREIGN TAXES   493   0