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 01-01-2024 , and ending 12-31-2024
Name of foundation
THE HUNTER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)575 LEXINGTON AVENUE 34TH FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

13-6094021
B Telephone number (see instructions)

(212) 686-7160
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$10,415,123
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 63,377
2 Check right arrow.............
3 Interest on savings and temporary cash investments 13,967 13,967  
4 Dividends and interest from securities... 192,290 192,290  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 134,016
b Gross sales price for all assets on line 6a 2,665,899
7 Capital gain net income (from Part IV, line 2)... 134,016
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).......      
12 Total. Add lines 1 through 11........ 403,650 340,273  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 9,250 4,625   4,625
c Other professional fees (attach schedule).... 65,916 65,916   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,375 171   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 476 71   405
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,017 70,783   5,030
25 Contributions, gifts, grants paid....... 388,734 388,734
26 Total expenses and disbursements. Add lines 24 and 25 465,751 70,783   393,764
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -62,101
b Net investment income (if negative, enter -0-) 269,490
c Adjusted net income (if negative, enter -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............. 86,233 95,864 95,864
2 Savings and temporary cash investments......... 784,723 258,543 258,543
3 Accounts receivable right arrow27
Less: allowance for doubtful accounts right arrow     27 27
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 234,619 Click to see attachment
List of Attached Documents:
// Content
418,978
421,571
b Investments—corporate stock (attach schedule)....... 3,009,401 Click to see attachment
List of Attached Documents:
// Content
2,863,960
6,248,874
c Investments—corporate bonds (attach schedule)....... 2,967,793 Click to see attachment
List of Attached Documents:
// Content
3,383,296
3,390,244
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 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) 7,082,769 7,020,668 10,415,123
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,082,769 7,020,668
29 Total net assets or fund balances (see instructions)..... 7,082,769 7,020,668
30 Total liabilities and net assets/fund balances (see instructions). 7,082,769 7,020,668
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
7,082,769
2
Enter amount from Part I, line 27a .....................
2
-62,101
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,020,668
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
7,020,668
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 PUBLICALLY TRADED SECURITIES - SHORT TERM      
b PUBLICALLY TRADED SECURITIES - LONG TERM      
c US TSY NOTE   2022-04-28 2024-04-30
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 316,129   336,298 -20,169
b 2,199,770   2,045,585 154,185
c 150,000   150,000 0
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -20,169
b       154,185
c       0
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 134,016
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 3,746
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 3,746
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 3,746
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 3,054
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,054 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$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowNY
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 arrowN/A
14
The books are in care ofright arrowMR ANDRE HUNTER Telephone no.right arrow (212) 686-7160

Located atright arrow236 MIDDLE PATENT ROADBEDFORDNY ZIP+4right arrow10506
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
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
ANDRE HUNTER TRUSTEE
0.00
0 0 0
236 MIDDLE PATENT ROAD
BEDFORD,NY10506
KELLY HUNTER TRUSTEE
0.00
0 0 0
236 MIDDLE PATENT ROAD
BEDFORD,NY10506
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
NEUBERGER BERMAN LLC INVESTMENT ADVISORY 65,916
1290 AVE AMERICAS
NEW YORK,NY10104
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 (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
9,897,912
b
Average of monthly cash balances.......................
1b
347,512
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,245,424
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
10,245,424
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
153,681
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,091,743
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
504,587
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
504,587
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,746
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,746
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
500,841
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
500,841
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
500,841
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
393,764
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
393,764
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 7 500,841
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 609,274
d From 2022...... 265,159
e From 2023...... 147,664
f Total of lines 3a through e ........ 1,022,097
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 393,764
a Applied to 2023, 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)........
Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2024 distributable amount..... 393,764
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 107,077 107,077
(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 5 915,020
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 ..........
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 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 ......
915,020
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 502,197
c Excess from 2022.... 265,159
d Excess from 2023.... 147,664
e Excess from 2024....  
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).)
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 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 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 (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

ACCESS SUPPORTS FOR LIVING INC

256 WASHINGTON ST
MOUNT VERNON,NY10553
  PC GENERAL CHARITABLE PURPOSES 5,000

AMERICAN MUSEUM OF FLYING FISH

470 MAIN ST
MANCHESTER,VT05254
  PC GENERAL CHARITABLE PURPOSES 1,000

AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10024
  PC GENERAL CHARITABLE PURPOSES 525

ASCUTNEY OUTDOORS

449 SKI TOW RD
BROWNSVILLE,VT05037
  PC GENERAL CHARITABLE PURPOSES 250

AUSBON SARGENT

71 PLEASANT ST
NEW LONDON,NH03257
  PC GENERAL CHARITABLE PURPOSES 500

BEDFORD 2030

68 BEDFORD ROAD
KATONAH,NY10536
  PC GENERAL CHARITABLE PURPOSES 500

BEDFORD FIRE DEPARTMENT

34 VILLAGE GREEN
BEDFORD,NY10506
  PC GENERAL CHARITABLE PURPOSES 500

BEDFORD FREE LIBRARY

32 VILLAGE GREEN
BEDFORD,NY10506
  PC GENERAL CHARITABLE PURPOSES 1,500

BEDFORD HISTORICAL SOCIETY

612 OLD POST ROAD
BEDFORD,NY10506
  PC GENERAL CHARITABLE PURPOSES 500

BEDFORD PLAYHOUSE

633 OLD POST ROAD
BEDFORD,NY10506
  PC GENERAL CHARITABLE PURPOSES 225

BLYTHEDALE CHILDREN'S HOSPITAL

95 BRADHURST AVE
VALHALLA,NY10595
  PC GENERAL CHARITABLE PURPOSES 1,000

BRADY FAITH CENTER

404 SOUTH AVE
SYRACUSE,NY13204
  PC GENERAL CHARITABLE PURPOSES 500

COLUMBIA CHILDREN'S HOSPITAL

615 W 131ST STREET
NEW YORK,NY10027
  PC GENERAL CHARITABLE PURPOSES 1,000

COMMUNITY FOOD BANK OF NJ

31 EVANS TERMINAL
HILLSIDE,NJ07205
  PC GENERAL CHARITABLE PURPOSES 1,046

COVENANT HOUSE

5 PENN PLAZA 3RD FL
NEW YORK,NY10001
  PC GENERAL CHARITABLE PURPOSES 500

DAMON RUNYON CANCER RESEARCH FOUNDATION

55 BROADWAY
NEW YORK,NY10006
  PC GENERAL CHARITABLE PURPOSES 6,254

DARTMOUTH CLASS OF 1983

20 NORTH MAIN ST
HANOVER,NH03755
  PC GENERAL CHARITABLE PURPOSES 200

DARTMOUTH COLLEGE TRUSTEES OF

7 LEBANON STREET STE 312 6015
HANOVER,NH03755
  PC GENERAL CHARITABLE PURPOSES 1,400

DARTMOUTH HEALTH GIVING

100 HITCHCOCK WAY
MANCHESTER,NH03104
  PC GENERAL CHARITABLE PURPOSES 2,800

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006
  PC GENERAL CHARITABLE PURPOSES 1,000

FEEDING WESTCHESTER

200 CLEARBROOK RD
ELMSFORD,NY10523
  PC GENERAL CHARITABLE PURPOSES 1,500

FOREST SOCIETY OF NH

54 PORTSMOUTH STREET
CONCORD,NH03301
  PC GENERAL CHARITABLE PURPOSES 500

FRIENDS OF PUBLIC RADIO ARIZONA

2323 WEST 14TH ST
TEMPE,AZ85281
  PC GENERAL CHARITABLE PURPOSES 250

FRIENDS OF THE NEWBURY PUBLIC LIBRARY

PO BOX 245
NEWBURY,NH03255
  PC GENERAL CHARITABLE PURPOSES 500

FRIENDS OF THE TRAILSIDE MUSEUM

PO BOX 236
CROSS RIVER,NY10518
  PC GENERAL CHARITABLE PURPOSES 100

GALVANIZE USA

1 MEADOWLANDS PLAZA
EAST RUTHERFORD,NJ07073
  PC GENERAL CHARITABLE PURPOSES 1,000

HOPKINS CENTER

8100 WASHINGTON LN
WYNCOTE,PA19095
  PC GENERAL CHARITABLE PURPOSES 10,000

INNER CITY

1011 1ST AVE SUITE 1800
NEW YORK,NY10022
  PC GENERAL CHARITABLE PURPOSES 5,000

JACOB BURNS FILM CENTER

364 MANVILLE RD
PLEASANTVILLE,NY10570
  PC GENERAL CHARITABLE PURPOSES 140

JOHN HAY ESTATE AT THE FELLS

PO BOX 276
NEWBURY,NH03255
  PC GENERAL CHARITABLE PURPOSES 1,000

MAGIC BOX PRODUCTIONS INC

444 BEDFORD RD
PLEASANTVILLE,NY10570
  PC GENERAL CHARITABLE PURPOSES 1,000

THE MARYLAND ZOO

1 SAFARI PLACE
BALTIMORE,MD21217
  PC GENERAL CHARITABLE PURPOSES 1,000

MASTERVOICES INC NEW YORK

1441 BROADWAY 3024
NEW YORK,NY10018
  PC GENERAL CHARITABLE PURPOSES 5,000

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVE
NEW YORK,NY10065
  PC GENERAL CHARITABLE PURPOSES 500

METROPOLITAN MUSEUM

1000 5TH AVE
NEW YORK,NY10028
  PC GENERAL CHARITABLE PURPOSES 600

MIANUS RIVER GORGE

167 MIANUS RIVER RD
BEDFORD,NY10506
  PC GENERAL CHARITABLE PURPOSES 500

MUSEUM OF MODERN ART

11 W 53RD ST
NEW YORK,NY10019
  PC GENERAL CHARITABLE PURPOSES 380

NEIGHBORS LINK

27 COLUMBUS AVE
MT KISCO,NY10549
  PC GENERAL CHARITABLE PURPOSES 2,500

NEW HAMPSHIRE LAKES

17 CHENELL DRIVE STE 1
CONCORD,NH03301
  PC GENERAL CHARITABLE PURPOSES 3,500

NEW LONDON BARN PLAYHOUSE

84 MAIN ST
NEW LONDON,NH03257
  PC GENERAL CHARITABLE PURPOSES 1,000

NEW YORK PHILHARMONIC

10 LINCOLN CENTER PLAZA
NEW YORK,NY10023
  PC GENERAL CHARITABLE PURPOSES 3,000

NEW YORK THEATRE WORKSHOP

79 E 4TH ST
NEW YORK,NY10003
  PC GENERAL CHARITABLE PURPOSES 44,725

NO KIDS HUNGRY

1030 15TH ST
WASHINGTON,DC20005
  PC GENERAL CHARITABLE PURPOSES 1,500

NORTHERN WESTCHESTER HOSPITAL

400 E MAIN ST
MT KISCO,NY10549
  PC GENERAL CHARITABLE PURPOSES 3,000

PEDAL FOR JACK

7272 GREENVILLE AVE
DALLAS,TX75231
  PC GENERAL CHARITABLE PURPOSES 200

THE PINE PARK ASSOCIATION

PO BOX 416
HANOVER,NH03755
  PC GENERAL CHARITABLE PURPOSES 500

PLANNED PARENTHOOD

26 BLEECKER ST
NEW YORK,NY10012
  PC GENERAL CHARITABLE PURPOSES 2,500

PLAYWRIGHTS HORIZONS

416 W 42ND ST
NEW YORK,NY10036
  PC GENERAL CHARITABLE PURPOSES 4,250

PRIMARY STAGES

520 8TH AVE 312
NEW YORK,NY10018
  PC GENERAL CHARITABLE PURPOSES 500

RAILS TO TRAILS CONSERVATORY

2121 WARD COURT NW 5TH FLOOR
WASHINGTON,DC20037
  PC GENERAL CHARITABLE PURPOSES 120

RIVERKEEPER INC

231 MAIN ST
HACKENSACK,NJ07601
  PC GENERAL CHARITABLE PURPOSES 250

SOUTH BRONX UNITED

814 RIVER AVE
BRONX,NY10451
  PC GENERAL CHARITABLE PURPOSES 500

SYMPHONY SPACE

2537 BROADWAY
NEW YORK,NY10025
  PC GENERAL CHARITABLE PURPOSES 250

UPPER VALLEY HAVEN

713 HARTFORD AVE
WHITE RIVER JCT,VT05001
  PC GENERAL CHARITABLE PURPOSES 500

US ROWING FOUNDATION

252 NASSAU ST
PRINCETON,NJ08542
  PC GENERAL CHARITABLE PURPOSES 13,519

WESTCHESTER LAND TRUST

403 HARRIS RD 2408
BEDFORD,NY10507
  PC GENERAL CHARITABLE PURPOSES 250

WORLD CENTER KITCHEN

PO BOX 96538
WASHINGTON,DC20090
  PC GENERAL CHARITABLE PURPOSES 1,000

JEWISH COMMUNAL FUND

277 PARK AVE
NEW YORK,NY10172
  PC GENERAL CHARITABLE PURPOSES 250,000
Total .................................right arrow 3a 388,734
bApproved for future payment
Total ................................. right arrow 3b 0
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 ...........
    14 13,967  
4 Dividends and interest from securities ....     14 192,290  
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 ............
    18 134,016  
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) .. 0 340,273 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
340,273
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE HUNTER FOUNDATION
 
Employer identification number

13-6094021
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE HUNTER FOUNDATION
 
Employer identification number
13-6094021
Part I
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
ALLAN B HUNTER ARTICLE 5TH TR (D)(1&2)
 
236 MIDDLE PATENT RD
 
BEDFORD, NY10506

$ 63,377


(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.)
(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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE HUNTER FOUNDATION
 
Employer identification number

13-6094021
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
 
$    
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE HUNTER FOUNDATION
 
Employer identification number

13-6094021
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE HUNTER FOUNDATION
EIN:
13-6094021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
HERTZ HERSON CPA LLP 9,250 4,625   4,625

TY 2024 DistributionFromCorpusElection
Name:
THE HUNTER FOUNDATION
EIN:
13-6094021
Election:
PURSUANT TO SECTION 4942(H)(2) OF THE INTERNAL REVENUE CODE, THE FOUNDATION HEREWITH ELECTS TO TREAT THE QUALIFYING DISTRIBUTIONS FOR 2013 AS HAVING BEEN MADE OUT OF CORPUS.

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE HUNTER FOUNDATION
EIN:
13-6094021
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF NOVA SCOTIA NOTE 1.450% 1/10/2025 99,933 99,910
CANADIAN IMP BANK COMM NOTE 3.300% 4/07/2025 99,946 99,622
CINTAS CORP NOTE 3.450% 5/01/2025 99,978 99,529
TOYOTA MOTOR CREDIT CORP MTN 3.950% 6/30/2025 84,919 84,708
JOHN DEERE CAPITAL CORP MTN 4.050% 9/08/2025 84,958 84,714
WALMART INC NOTE 3.900% 9/09/2025 84,941 84,702
HOME DEPOT INC NOTE 4.000% 9/15/2025 84,851 84,714
WESTPAC BANKING CORP 5.512% 11/17/2025 90,000 90,738
INTEL CORP 4.875% 2/10/2026 90,000 90,022
PEPSICO INC 4.550% 2/13/2026 90,027 90,198
APPLE INC 4.421% 5/08/2026 85,018 84,901
PFIZER INVESTMENT ENT 4.450% 5/19/2026 89,895 89,864
SOUTHERN CAL EDISON 4.900% 7/17/2026 89,901 90,149
MORGAN STANLEY NOTE CALL 4.679% 7/17/2026 85,105 84,909
INTUIT INC 5.250% 9/15/2026 89,919 90,950
THERMO FISCHER SCIENTIFIC 5.000% 12/05/2026 89,938 90,859
BANK OF MONTREAL 5.266% 12/11/2026 95,000 96,095
ENTERPRISE PRODUCTS OPER 4.600% 1/11/2027 94,820 95,024
ELI LILLY & CO 4.500% 2/9/2027 94,950 95,225
BRISTOL-MYERS SQUIBB CO 4.900% 2/22/2027 94,897 95,798
ASTRAZENECA FINANCE LLC 4.800% 2/26/2027 94,840 95,557
CISCO SYSTEMS INC 4.800% 2/26/2027 94,876 95,694
ABBVIE INC 4.800% 3/15/2027 94,866 95,544
STATE STREET CORP 4.993% 3/18/2027 100,102 100,832
HORMEL FOODS CORP 4.800% 3/30/2027 99,903 100,441
TORONTO-DOMINION BANK 4.980% 4/5/2027 100,000 100,345
UNILEVER CAPITAL CORP 4.250% 8/12/2027 99,819 99,416
NATIONAL RURAL UTIL COOP 4.120% 9/16/2027 100,000 98,653
ROYAL BANK OF CANADA 4.510% 10/18/2027 100,000 99,619
BP CAP MARKETS AMERICA 5.017% 11/17/2027 100,000 101,097
MASTERCARD INC 4.100% 1/15/2028 99,945 98,916
PNC FINANCIAL SERVICES 5.300% 1/21/2028 95,000 95,815
JPMORGAN CHASE & CO 4.505% 10/22/2028 100,000 99,116
AMERICAN HONDA FINANCE 4.950% 1/9/2026 94,986 95,167
CATERPILLAR FINL SERVICES 5.050% 2/27/2026 94,978 95,659
DTE ELECTRIC CO 4.850% 12/1/2026 94,985 95,742

TY 2024 InvestmentsCorpStockSchedule
Name:
THE HUNTER FOUNDATION
EIN:
13-6094021
Name of Stock End of Year Book Value End of Year Fair Market Value
1305 SHS ALPHABET INC CLASS C 46,070 248,524
2475 SHS AMAZON.COM INC 210,597 542,990
1418 SHS APPLE INC 12,292 355,095
170 SHS ASML HOLDING NV NY REG SHS 2012 14,188 117,824
561 SHS CDW CORP 38,387 97,636
1730 SHS CHURCH & DWIGHT CO INC 74,706 181,148
695 SHS DANAHER CORP 81,804 159,537
247 SHS ELI LILLY & CO 79,784 190,684
1050 SHS EOG RESOURCES 89,029 128,709
3925 SHS EQT CORP 152,368 180,982
1775 SHS FISERV INC 99,023 364,620
3165 SHS GXO LOGISTICS INCORPORATED 175,038 137,678
430 SHS HOME DEPOT INC 132,177 167,266
255 SHS INTUIT INC 50,382 160,268
1035 SHS JP MORGAN CHASE & CO 56,354 248,100
900 SHS LENNAR CORP CL A 89,768 122,733
380 SHS MASTERCARD INC 140,481 200,097
1625 SHS MICROSOFT CORP 187,947 684,938
435 SHS MOTOROLA SOLUTIONS INC 29,957 201,070
2470 SHS NEXTERA ENERGY INC 150,064 177,074
2250 SHS NVIDIA CORP 30,650 302,152
500 SHS PROGRESSIVE CORP 53,347 119,805
305 SHS ROPER TECHNOLOGIES INC 48,477 158,554
219 SHS THERMO FISHER SCIENTIFIC INC 109,666 113,930
1135 SHS TRANSUNION 36,561 105,226
265 SHS UNITEDHEALTH GROUP INC 69,605 134,053
1300 SHS ABBOTT LABORATORIES 138,020 147,043
2350 SHS ASTRAZENECA PLC SPONS ADR 149,312 153,972
540 SHS BROADCOM INC 124,610 125,193
1300 SHS THE COOPER COS INC 117,708 119,509
175 SHS META PLATFORMS INC CL A 75,588 102,464

TY 2024 InvestmentsGovtObligationsSch
Name:
THE HUNTER FOUNDATION
EIN:
13-6094021
US Government Securities - End of Year Book Value:

248,978
US Government Securities - End of Year Fair Market Value:

251,668
State & Local Government Securities - End of Year Book Value:


170,000
State & Local Government Securities - End of Year Fair Market Value:


169,903


TY 2024 OtherExpensesSchedule
Name:
THE HUNTER FOUNDATION
EIN:
13-6094021
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WIRE TRANSFER FEES 30 0   30
STATUTORY ADVERTISEMENT 125 0   125
NEW YORK STATE FILING FEES 250 0   250
ADR FEES 71 71   0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE HUNTER FOUNDATION
EIN:
13-6094021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 65,916 65,916   0


TY 2024 TaxesSchedule
Name:
THE HUNTER FOUNDATION
EIN:
13-6094021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 171 171   0
FEDERAL EXCISE TAX 1,204 0   0