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

37-1887329
B Telephone number (see instructions)

(224) 880-5669
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$427,744,481J 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) 90,911,187
2 Check right arrow.............
3 Interest on savings and temporary cash investments 566,246 566,246  
4 Dividends and interest from securities... 9,138,189 9,138,189  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 41,698,531
b Gross sales price for all assets on line 6a 193,012,563
7 Capital gain net income (from Part IV, line 2)... 41,698,531
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,072,054 6,072,054  
12 Total. Add lines 1 through 11........ 148,386,207 57,475,020  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 562,721 0   562,721
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 53,035 0   53,035
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
22,720 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45,638 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
433,034 421,900   0
17 Interest............... 5,331 0   5,331
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,154,034 7,996   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 40,635 0   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,169,523 2,093,915   75,608
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,486,671 2,523,811   696,695
25 Contributions, gifts, grants paid....... 11,199,500 11,199,500
26 Total expenses and disbursements. Add lines 24 and 25 15,686,171 2,523,811   11,896,195
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 132,700,036
b Net investment income (if negative, enter -0-) 54,951,209
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............. 38,547 13,895 13,895
2 Savings and temporary cash investments......... 53,756,739 21,542,741 21,542,741
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,837 4,038 4,038
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 150,761,753 Click to see attachment
List of Attached Documents:
// Content
305,982,922 		316,349,164
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).......... 82,787,237 Click to see attachment
List of Attached Documents:
// Content
92,924,873 		89,834,643
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) 287,347,113 420,468,469 427,744,481
Liabilities 17 Accounts payable and accrued expenses.......... 16,639 53,000
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
404,569 		Click to see attachment
List of Attached Documents:
// Content
789,528
23 Total liabilities (add lines 17 through 22)......... 421,208 842,528
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........ 232,401,773 365,101,809
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 54,524,132 54,524,132
29 Total net assets or fund balances (see instructions)..... 286,925,905 419,625,941
30 Total liabilities and net assets/fund balances (see instructions). 287,347,113 420,468,469
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
286,925,905
2
Enter amount from Part I, line 27a .....................
2
132,700,036
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
419,625,941
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
419,625,941
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 ALTAIR #2204 P    
b ALTAIR #5375 P    
c ALTAIR #5375 P    
d ALTAIR #5383 P    
e ALTAIR #5383 P    
BNY MELLON #3387 P    
BNY MELLON #3387 P    
BNY MELLON #3395 P    
BNY MELLON #3395 P    
CAPITAL GAINS FROM K1S P    
CAPITAL GAINS FROM K1S P    
CS #1327 P    
INVESTMENT IN ALTAIR P    
INVESTMENT IN K1S P    
INVESTMENT IN INTEROCEAN P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 37,525,147   37,525,307 -160
b 209,129   196,272 12,857
c 193,481   116,660 76,821
d 612,990   701,749 -88,759
e 180,730   225,746 -45,016
3,074,192   3,073,345 847
336,890   422,716 -85,826
8,248,171   8,744,023 -495,852
1,453,497   1,309,391 144,106
    25,435 -25,435
1,730,747     1,730,747
138,179,246   98,973,388 39,205,858
320     320
150,128     150,128
374,083     374,083
743,812     743,812
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       -160
b       12,857
c       76,821
d       -88,759
e       -45,016
      847
      -85,826
      -495,852
      144,106
      -25,435
      1,730,747
      39,205,858
      320
      150,128
      374,083
      743,812
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 41,698,531
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) 1 763,822
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........................... 3 763,822
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- ..... 5 763,822
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 737,385
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 105,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 842,385
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 78,563
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow78,563 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowWWW.HUNTERFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowTHOMAS B HUNTER IV Telephone no.right arrow (224) 880-5669

Located atright arrow50 E WASHINGTON STREET STE 400CHICAGOIL ZIP+4right arrow60602
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)
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
PETER M HUNTER TREASURER / BOARD MEMBER
2.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
WILLARD K HUNTER SECRETARY / BOARD MEMBER
2.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
THOMAS B HUNTER IV VICE PRESIDENT / BOARD MEMBER
6.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
WILLARD M HUNTER PRESIDENT / BOARD CHAIR
6.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
BENJAMIN J HUNTER BOARD MEMBER
2.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
TSCHARNER R HUNTER BOARD MEMBER
2.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
TSCHARNER G HUNTER BOARD MEMBER
2.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
THOMAS R HUNTER BOARD MEMBER
2.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
SARA L HUNTER ASSOCIATE BOARD MEMBER
2.00 		0 0 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
FRANK BAIOCCHI EXECUTIVE DIRECTOR
40.00 		265,221 10,609 0
50 E WASHINGTON ST STE 400
CHICAGO,IL60602
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ASIA CANADY PROGRAM & PARTNERSHI
40.00 		125,000 0 0
50 E WASHINGTON STREET SUITE 400
CHICAGO,IL60602
SYBLE BAILEY PROGRAM & IMPACT MAN
40.00 		122,917 0 0
50 E WASHINGTON STREET SUITE 400
CHICAGO,IL60602
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
FINANCIAL INVESTMENT CORP CONSULTING 175,000
50 E WASHINGTON STREET
CHICAGO,IL60602
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
109,474,211
b
Average of monthly cash balances.......................
1b
47,907,603
c
Fair market value of all other assets (see instructions)................
1c
181,542,057
d
Total (add lines 1a, b, and c).........................
1d
338,923,871
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
338,923,871
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,083,858
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
333,840,013
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
16,692,001
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
16,692,001
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
763,822
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
763,822
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
15,928,179
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
15,928,179
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
15,928,179
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
11,896,195
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
11,896,195
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 15,928,179
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...... 445,351
c From 2021......  
d From 2022...... 729,097
e From 2023...... 424,257
f Total of lines 3a through e ........ 1,598,705
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 11,896,195
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)........ 		0
d Applied to 2024 distributable amount..... 11,896,195
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 1,598,705 1,598,705
(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 .......... 		2,433,279
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
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).)
THOMAS B HUNTER IV
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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

A THOUSAND SUMMERS (JOHN AUSTIN CHELEY)

1420 N OGDEN ST SUITE 102
DENVER,CO80218 		NONE PUBLIC GENERAL SUPPORT 10,000

ACCESS REPRODUCTIVE JUSTICE

PO BOX 3609
OAKLAND,CA94609 		NONE PUBLIC GENERAL SUPPORT 40,000

ADVANCE ILLINOIS

303 E WACKER DR STE 1925
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT 75,000

ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVE SUITE 700
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT 100,000

ANERA

1111 14TH STREET NORTHWEST SUITE
400
WASHINGTON,DC20005 		NONE PUBLIC GENERAL SUPPORT 2,500

ART INSTITUTE OF CHICAGO

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

BAY AREA DISCOVERY MUSEUM

557 MCREYNOLDS RD
SAUSALITO,CA94965 		NONE PUBLIC GENERAL SUPPORT 100,000

BELOVED ASHEVILLE

PO BOX 6386
ASHEVILLE,NC28816 		NONE PUBLIC GENERAL SUPPORT 50,000

BERKSHIRE SCHOOL

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

BERNIE'S BOOKS - BOOK BANK DONATIONS

917 NORTH SHORE DRIVE
LAKE BLUFF,IL60044 		NONE PUBLIC GENERAL SUPPORT 100,000

BLUE SPRUCE HABITAT FOR HUMANITY

PO BOX 2366
EVERGREEN,CO80437 		NONE PUBLIC GENERAL SUPPORT 25,000

BOCA GRANDE DISASTER FUND

323 E 3RD ST
BOCA GRANDE,FL33921 		NONE PUBLIC GENERAL SUPPORT 115,000

BOCA GRANDE HEALTH CLINIC FOUNDATION INC

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

BOCA GRANDE WOMAN'S CLUB INC

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

BRIDGES TO PROSPERITY

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

BRUSHWOOD CENTER AT RYERSON WOODS

21850 N RIVERWOODS ROAD
DEERFIELD,IL60015 		NONE PUBLIC GENERAL SUPPORT 75,000

BUILD-ON

500 W MONROE STREE
CHICAGO,IL60660 		NONE PUBLIC CHICAGO PROGRAM 50,000

CAROLE ROBERTSON CENTER FOR LEARNING

1111 S WESTERN AVE SUITE B
CHICAGO,IL60612 		NONE PUBLIC GENERAL SUPPORT 50,000

CHICAGO BOTANIC GARDEN

1000 LAKE COOK RD
GLENCOE,IL60022 		NONE PUBLIC GENERAL SUPPORT 100,000

CHICAGO FOUNDATION FOR WOMEN

140 S DEARBORN ST SUITE 400
CHICAGO,IL60603 		NONE PUBLIC ILLINOIS REPRODUCTIVE JUSTICE EARLY CHILDHOOD FUNDERS COLLABORATIVE 85,000

CHICAGO PUBLIC LIBRARY FOUNDATION

200 W MADISON 3RD FLOOR
CHICAGO,IL60606 		NONE PUBLIC GENERAL SUPPORT 50,000

CHICAGO REFUGEE COALITON

1607 WEST HOWARD STREET SUITE 4A2
CHICAGO,IL60626 		NONE PUBLIC GENERAL SUPPORT 1,500

CHICAGO SYMPHONY ORCHESTRA

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

CHICAGO VOYAGERS

534 PRATT AVE N
SCHAUMBURG,IL60193 		NONE PUBLIC LEARNING GRANT 25,000

CHICAGO WOMEN IN TRADES

2444 WEST 16TH STREET 3E
CHICAGO,IL60608 		NONE PUBLIC LEARNING GRANT 25,000

CHICAGOLAND WORKFORCE FUNDER ALLIANCE

33 SOUTH STATE STREET SUITE 75
CHICAGO,IL60603 		NONE PUBLIC GENERAL SUPPORT 100,000

CHIEF AND CALLA BELL SCHOLARSHIP FUND

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

CHILDREN'S ADVOCACY AND FAMILY RESOURCES

6090 GREENWOOD PLAZA BOULEVARD
GREENWOOD VILLAGE,CO80111 		NONE PUBLIC GENERAL SUPPORT 75,000

COBALT FOUNDATION

PO 22485
DENVER,CO80222 		NONE PUBLIC GENERAL SUPPORT 40,000

COLBY-SAWYER COLLEGE

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

COLLEGE OF LAKE COUNTY FOUNDATION

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

COLORADO COALITION FOR THE HOMELESS

2111 CHAMPA ST
DENVER,CO80205 		NONE GROUP GENERAL OPERATING 10,000

CONNECTLAKECOUNTY

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

CONSERVING CAROLINA

847 CASE ST
HENDERSONVILLE,NC28792 		NONE PUBLIC LEARNING GRANT 60,000

COOL LEARNING EXPERIENCE

401 N GENESEE ST
WAUKEGAN,IL60085 		NONE PUBLIC LEARNING GRANT 25,000

DELTA INSTITUTE

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

EARTH ISLAND INSTITUTE

2150 ALLSTON WAY SUITE 460
BERKELEY,CA94704 		NONE PUBLIC NATURE IN THE CITY 25,000

ENVIRONMENTAL LAW & POLICY CENTER MIDWEST

35 EAST WACKER DRIVE SUITE 1600
CHICAGO,IL60601 		NONE PUBLIC WETLANDS PUBLIC EDUCATION CAMPAIGN 150,000

ENVIRONMENTAL LEARNING FOR KIDS

12680 ALBROOK DRIVE
DENVER,CO80239 		NONE PUBLIC LEARNING GRANT 25,000

ERIE FAMILY HEALTH CENTER

1701 WEST SUPERIOR - 3RD FLOOR
CHICAGO,IL60622 		NONE PUBLIC HEALTHREACH WAUKEGAN 200,000

FIRST PRESBYTERIAN CHURCH OF LAKE FOREST

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

FOREFRONT

200 W MADISON ST
CHICAGO,IL60606 		NONE PUBLIC FRESH TASTE: CHICAGO REGION FOOD SYSTEM FUND 100,000

FOX CHASE CANCER CENTER

333 COTTMAN AVENUE
PHILADELPHIA,PA19111 		NONE PUBLIC GENERAL SUPPORT IN HONOR OF DR. DAVID LOREN 20,000

FRIENDS OF BOCA GRANDE COMMUNITY CENTER

PO BOX 1222
BOCA GRANDE,FL33921 		NONE PUBLIC ANNUAL FUND 5,000

FRIENDS OF DUPONT FOREST

1733 SOUTH LAKESIDE DRIVE
HENDERSONVILLE,NC28739 		NONE PUBLIC GENERAL SUPPORT 5,000

FRIENDS OF THE CHICAGO RIVER

411 S WELLS STREET SUITE 800
CHICAGO,IL60607 		NONE PUBLIC GENERAL SUPPORT 50,000

GARFIELD PARK RITE TO WELLNESS COLLAB

4349 W WASHINGTON BOULEVARD
CHICAGO,IL60624 		NONE PUBLIC GENERAL SUPPORT 100,000

GICIA GASPARILLA ISLAND CONS & IMPR ASSOC

PO BOX 446
BOCA GRANDE,FL33921 		NONE PUBLIC MERCABO COVE PROJECT 15,000

GORTON COMMUNITY CENTER

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

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL60632 		NONE PUBLIC GENERAL SUPPORT 175,000

HOBART AND WILLIAM SMITH COLLEGES

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

HOMELESS PRENATAL PROGRAM

2500 18TH ST
SAN FRANCISCO,CA94110 		NONE PUBLIC GENERAL SUPPORT 50,000

HOTCHKISS SCHOOL

11 INTERLAKEN ROAD
LAKEVILLE,CT06039 		NONE PUBLIC HUNTER-TONELLI SCHOLARSHIP 50,000

HUNGER TASK FORCE

201 S HAWLEY COURT
MILWAUKEE,IL53214 		NONE PUBLIC GENERAL SUPPORT 50,000

ILLINOIS ACTION FOR CHILDREN

4753 N BROADWAY SUITE 1200
CHICAGO,IL60640 		NONE PUBLIC GENERAL SUPPORT 50,000

ILLINOIS COMMUNITY OF DISPLACED IMMIGRANT

303 EAST WACKER DRIVE
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT 10,000

ILLINOIS ENVIRONMENTAL COUNCIL EDUCATION

520 E CAPITAL
SPRINGFIELD,IL62701 		NONE PUBLIC CLEAN POWER LAKE COUNTY/GENERAL SUPPORT 100,000

ILLINOIS NETWORK OF CHILD CARE RESOURCE

1226 TOWANDA AVE
BLOOMINGTON,IL61701 		NONE PUBLIC CIVIC LEADERS FOR ILLINOIS' CHILDREN 25,000

IMENTOR

30 BROAD STREET-9TH FLOOR
NEW YORK,NY10004 		NONE PUBLIC CHICAGO PROGRAM 100,000

INGENUITY

440 N WELLS ST SUITE 505
CHICAGO,IL60654 		NONE PUBLIC GENERAL SUPPORT 50,000

ISLAND CHARTER SCHOOL

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

JOHANN FUST COMMUNITY LIBRARY

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

KEEPING FAMILIES COVERED

3250-B N OAK GROVE AVE
WAUKEGAN,IL60087 		NONE PUBLIC DOLLARS FOR A VAN 125,000

KIDS FIRST HEALTH CARE

4675 E 69TH AVE
COMMERCE CITY,CO80022 		NONE PUBLIC GENERAL SUPPORT/WESTMINSTER NEW CLINIC PROJECT 150,000

LAKE COUNTY COMMUNITY FOUNDATION

114 SOUTH GENESEE STREET SUITE 505
WAUKEGAN,IL60085 		NONE PUBLIC GENERAL SUPPORT 150,000

LAKE COUNTY PARTNERSHIP FOR ECONOMIC DEV

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

LAKE COUNTY REGIONAL OFFICE OF EDUCATION

300 CENTER DRIVE SUITE 100
VERNON HILLS,IL60061 		NONE PUBLIC SCHULER SCHOLARS PROGRAM 75,000

LAKE COUNTY TECH CAMPUS

19525 W WASHINGTON ST
GRAYSLAKE,IL60030 		NONE PUBLIC GENERAL OPERATING SUPPORT 10,000

LAKE FOREST ACADEMY

1500 W KENNEDY RD
LAKE FOREST,IL60045 		NONE PUBLIC SCHOLARSHIP PROGRAMS&TEACHER PROF. DEVELOPMENT 25,000

LAKE FOREST COLLEGE

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

LAKE FOREST COUNTRY DAY SCHOOL

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

LAKE FOREST OPEN LANDS ASSOCIATION

350 NORTH WAUKEGAN ROAD
LAKE FOREST,IL60045 		NONE PUBLIC GENERAL SUPPORT 50,000

LAKE FOREST-LAKE BLUFF HISTORICAL SOCIETY

509 EAST DEERPATH ROAD
LAKE FOREST,IL60045 		NONE PUBLIC 6020 MATCHING 50,000

LATINO POLICY FORUM

180 N MICHIGAN
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT 100,000

LURIE CHILDREN'S HOSPTIAL OF CHICAGO FND

225 E CHICAGO AVE BOX 4
CHICAGO,IL60611 		NONE PUBLIC CENTER FOR CHILDHOOD RESILIENCE 100,000

MANO A MANO FAMILY RESOURCE CENTER

6 EAST MAIN STREET
ROUND LAKE PARK,IL60073 		NONE PUBLIC GENERAL SUPPORT 150,000

MCDOWELL LOCAL FOOD ADVISORY COUNCIL

263 BARNES ROAD SUITE J
MARION,NC28752 		NONE PUBLIC FOOTHILLS FOOD HUB 50,000

MEALS ON WHEELS NORTHEASTERN ILLINOIS

1723 SIMPSON STREET
EVANSTON,IL60201 		NONE PUBLIC GENERAL SUPPORT 75,000

METROSQUASH

6100 S COTTAGE GROVE AVE
CHICAGO,IL60637 		NONE PUBLIC GENERAL SUPPORT 200,000

MIDWEST ACCESS COALITION

PO BOX 408363
CHICAGO,IL60640 		NONE PUBLIC GENERAL SUPPORT 40,000

MOTE MARINE LABORATORY

1600 KEN THOMPSON PKWY
SARASOTA,FL34236 		NONE PUBLIC GENERAL SUPPORT 10,000

NATIONAL FISH AND WILDLIFE FOUNDATION

8011 34TH AVE SOUTH SUITE 242
BLOOMINGTON,MN55425 		NONE PUBLIC CHI-CAL RIVERS FUND 150,000

NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NONE PUBLIC ILLINOIS PROGRAMS 80,000

NORTH CHICAGO COMMUNITY PARTNERS

855 SKOKIE HIGHWAY
LAKE BLUFF,IL60044 		NONE PUBLIC GENERAL SUPPORT 75,000

NORTH LAWNDALE COLLEGE PREP HS

1615 S CHRISTIANA
CHICAGO,IL60623 		NONE PUBLIC GENERAL SUPPORT 100,000

NORTH LAWNDALE EMPLOYMENT NETWORK

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

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN COURT
GENEVA,IL60134 		NONE PUBLIC GENERAL SUPPORT 175,000

NORTHERN ILLINOIS UNIVERSITY FOUNDATION

273 DEARBORN COURT
GENEVA,IL60134 		NONE PUBLIC EDUCATIONAL SYSTEMS CENTER 75,000

NORTHWESTERN MEMORIAL FOUNDATION

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

OCCIDENTAL COLLEGE

1600 CAMPUS ROAD
LOS ANGELES,CA90041 		NONE PUBLIC GENERAL SUPPORT 500

ONE MILLION DEGREES

180 NORTH WABASH AVENUE SUITE 310
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT 50,000

OPENLANDS

25 EAST WASHINGTON STREET SUITE
1650
CHICAGO,IL60602 		NONE PUBLIC GENERAL SUPPORT 50,000

PADS LAKE COUNTY

1800 GRAND AVENUE
WAUKEGAN,IL60085 		NONE PUBLIC GENERAL SUPPORT 75,000

PARENTS AS TEACHERS

2228 BALL DRIVE
ST LOUIS,MO63146 		NONE PUBLIC WISCONSIN PROGRAMS 80,000

PISGAH AREA SORBA

117 BELLA RIDGE DRIVE
WEAVERVILLE,NC28787 		NONE PUBLIC GENERAL SUPPORT 5,000

PLANNED PARENTHOOD OF ILLINOIS

17 N STATE STREET 5TH FLOOR
CHICAGO,IL60602 		NONE PUBLIC GENERAL SUPPORT 125,000

PLANNED PARENTHOOD OF WISCONSIN

302 NORTH JACKSON STREET
MILWAUKEE,WI53202 		NONE PUBLIC GENERAL SUPPORT 40,000

PLAY GROUP

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

PROJECT ALS

2585 BROADWAY SUITE 202
NEW YORK,NY10025 		NONE PUBLIC GENERAL SUPPORT 5,000

PROJECT HOPE

1220 19TH STREET SUITE 800
WASHINGTON,DC20036 		NONE PUBLIC GENERAL SUPPORT 50,000

RARE

1310 NORTH COURTHOUSE ROAD SUITE
110
ARLINGTON,VA22201 		NONE PUBLIC FISH FOREVER PROGRAMS IN HONDURAS AND GUATEMALA/CENTER FOR BEHAVIOR AND THE ENVIRONMENT 100,000

RAVINIA FESTIVAL ASSOCIATION

418 SHERIDAN RD
HIGHLAND PARK,IL60035 		NONE PUBLIC CSO PROGRAM SPONSORSHIP FOR MAXINE HUNTER/THE HUNTER PAVILION 3,035,000

READING POWER

736 N WESTERN AVE SUITE 226
LAKE FOREST,IL60045 		NONE PUBLIC GENERAL SUPPORT 85,000

REFUGEE ONE

6008 N CALIFORNIA AVE
CHICAGO,IL60659 		NONE PUBLIC GENERAL SUPPORT 1,500

REVOLUTION WORKSHOP

3410 W LAKE ST
CHICAGO,IL60624 		NONE PUBLIC LEARNING GRANT 25,000

ROGER BALDWIN FDN OF THE ACLU OF ILLINOIS

150 N MICHIGAN AVE SUITE 600
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT 75,000

ROOM TO READ

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

SAFER FOUNDATION

2150 S CANALPORT 4A-1
CHICAGO,IL60608 		NONE PUBLIC WOMEN'S JUSTICE INSTITUTE 1,000

SAN FRANCISCO PARKS ALLIANCE

1074 FOLSOM STREET
SAN FRANCISCO,CA94103 		NONE PUBLIC GENERAL SUPPORT 50,000

SHARE OUR SPARE

3800 NORTH MILWAUKEE AVENUE
CHICAGO,IL60641 		NONE PUBLIC GENERAL SUPPORT 51,500

SHEDD AQUARIUM SOCIETY

1200 SOUTH DUSABLE LAKE SHORE DRIVE
CHICAGO,IL60605 		NONE PUBLIC GENERAL SUPPORT 10,000

START EARLY

333 WEST MONROE ST SUITE 1200
CHICAGO,IL60603 		NONE PUBLIC GENERAL SUPPORT 150,000

TABOR ACADEMY

66 SPRING ST
MARION,MA02738 		NONE PUBLIC GENERAL SUPPORT 20,000

TEN STRANDS

1007 GENERAL KENNEDY AVENUE
SAN FRANCISCO,CA94129 		NONE PUBLIC LEARNING GRANT 25,000

THE BASIC FUND

475 14TH STREET SUITE 290
OAKLAND,CA94612 		NONE PUBLIC GENERAL SUPPORT 5,000

THE BIKE FEDERATION OF WISCONSIN

187 E BECHER STREET SUITE B
MILWAUKEE,WI53207 		NONE PUBLIC GENERAL SUPPORT 50,000

THE CHICAGO FOOD POLICY ACTION COUNCIL

1200 W 35TH ST 359
CHICAGO,IL60609 		NONE PUBLIC LEARNING GRANT 25,000

THE CONSERVATION FUND

1655 FORT MYER DRIVE SUITE 1300
ARLINGTON,VA22209 		NONE PUBLIC LEARNING GRANT 25,000

THE FRIENDS OF HIGHWOOD PUBLIC LIBRARY

102 HIGHWOOD AVE
HIGHWOOD,IL60040 		NONE PUBLIC GENERAL SUPPORT 75,000

THE FUNDERS NETWORK

2000 PONCE DE LEON BLVD SUITE 600
CORAL GABLES,FL33134 		NONE PUBLIC LEARNING GRANT 25,000

THE GARDEN CONSERVANCY

PO BOX 608
GARRISON,NY10524 		NONE PUBLIC GENERAL SUPPORT 10,000

THE PEOPLES FUNDRAISER

2307 ELVANS ROAD SOUTHEAST
WASHINGTON,DC20020 		NONE PUBLIC GENERAL SUPPORT 1,000

THE WAY FORWARD FOUNDATION

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

TIPPING POINT

220 MONTGOMERY STREET SUITE 850
SAN FRANCISCO,CA94104 		NONE PUBLIC GENERAL SUPPORT 75,000

TRUST FOR PUBLIC LAND

120 S LASALLE ST SUITE 2000
CHICAGO,IL60603 		NONE GROUP FOR CA, CO, IL PROGRAMS 75,000

UNIVERSITY OF CHICAGO

5235 S HARPER COURT 4TH FLOOR
CHICAGO,IL60615 		NONE PUBLIC CIVIC LEADERSHIP ACADEMY 1,000

VOLUNTEERS FOR OUTDOOR COLORADO

600 SOUTH MARION STREET PARKWAY
DENVER,CO80209 		NONE PUBLIC GENERAL SUPPORT 25,000

WASHINGTON NATIONAL CATHEDRAL PROTESTANT EPISOCOPAL CATHEDRAL FOUNDATION

3101 WISCONSIN AVE NW
WASHINGTON,DC20016 		NONE PUBLIC ORGAN REBUILD PROJECT 60,000

WAUKEGAN TO COLLEGE

410 GRAND AVE
WAUKEGAN,IL60085 		NONE PUBLIC GENERAL SUPPORT 85,000

WEST SIDE UNITED RUSH UNIVERSITY MEDICAL CENTER

1201 W HARRISON STREET SUITE 300
CHICAGO,IL60607 		NONE PUBLIC GENERAL SUPPORT 50,000

WESTMINSTER SCHOOL

995 HOPMEADOW STREET
SIMSBURY,CT06070 		NONE PUBLIC WILLIAMS WILL SOCIETY SCHOLARSHIP FUND 30,000

WINDWARD FUND

1828 L STREET NORTHWEST SUITE 300-C
WASHINGTON,DC20036 		NONE PUBLIC DAYBREAK FUND 125,000

WINMAN TRAILS

6870 COUNTY HIGHWAY WEST
WINCHESTER,WI54557 		NONE PUBLIC GENERAL SUPPORT 5,000

WOMEN'S JUSTICE INSTITUTE

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

WORKING IN THE SCHOOLS

PO BOX 47350
CHICAGO,IL60647 		NONE PUBLIC GENERAL SUPPORT 50,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE PUBLIC GENERAL SUPPORT 50,000

YOUTH BUILD LAKE COUNTY

2303 KEMBLE AVE
NORTH CHICAGO,IL60604 		NONE PUBLIC GENERAL SUPPORT 75,000

YWCA OF METROPOLITAN CHICAGO

1 NORTH LASALLE ST STE 1150
CHICAGO,IL60602 		NONE PUBLIC LAKE COUNTY EARLY CHILDHOOD PROGRAMS 75,000

PARTNERSHIP FOR COLLEGE COMPLETION

200 S MICHIGAN AVENUE STE 1410
CHICAGO,IL60604 		  PUBLIC GENERAL SUPPORT 100,000
Total .................................right arrow 3a 11,199,500
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 ........... 		    14 566,246  
4 Dividends and interest from securities ....     14 9,138,189  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 6,072,054  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 41,698,531  
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 57,475,020 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
57,475,020
(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
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP
Employer identification number

37-1887329
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
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
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number
37-1887329
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
MAXINE HUNTER
 
C/O FIC 50 E WASHINGTON STREET SUIT
 
CHICAGO, IL60602

$ 84,911,187


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

$ 6,000,000


(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
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number

37-1887329
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 342,450 SHARES OF JP MORGAN STOCK $ 84,911,187 2024-12-20
(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
HUNTER FAMILY FOUNDATION
C/O FINANCIAL INVESTMENT CORP 		Employer identification number

37-1887329
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 45,638 0   0

TY 2024 InvestmentsCorpStockSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Name of Stock End of Year Book Value End of Year Fair Market Value
ALTAIR (PERSHING) 96,959,066 103,571,558
ATLANTIC CREEK RE FUND III 289,157 0
BRAUVIN 18, INC (FUND III) 6,949,383 7,000,000
INTEROCEAN 7,505,276 9,192,409
INTEROCEAN - MONEY MARKET 991,273 991,273
ISHARES NASDAQ BIO TECH ETF 540,479 793,260
ISHARES TR RUSSELL 2000 ETF 1,499,546 1,944,448
JP MORGAN 84,909,274 81,700,360
VALLEY NATIONAL BANCORP 9,213,880 7,581,562
VANGUARD FTSE DEV MKTS ETF 5,501,672 7,082,142
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 3,805,534 6,883,326
VANGUARD TOTAL STK MKT 11,955,430 14,055,785
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 36,683,332 37,476,120
RSP 20,044,192 18,749,610
SIGULER 9,877,805 10,000,000
RAPID FIRE SUB-DEBT 4,000,000 4,000,000
ARUZA SUB-DEBT 5,000,000 5,000,000
COPIA CREDIT FUND I 257,623 327,311

TY 2024 InvestmentsOtherSchedule2
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
5TH CENTURY AT COST 1,116,247 1,204,870
94V CO-INVEST LP AT COST 297,713 389,129
AVENUE GLOBAL DISLOCATION OPPORTUNITY FUND AT COST 849,230 750,065
CEP II - ARABELLA ADVISORS SERIES AT COST 2,726,954 1,381,420
CEP II - ARENA FUND SERIES AT COST 415,318 412,325
CEP II - ASIA PARTNERS II AT COST 392,509 432,030
CEP II - ASIA PARTNERS SERIES I AT COST 2,759,095 2,116,395
CEP II - ASIA STRATEGY SERIES AT COST 4,500,156 3,616,628
CEP II - BLUE HORIZON SERIES AT COST 1,929,724 2,000,000
CEP II - BOATHOUSE SERIES AT COST 773,095 854,545
CEP II - CAGP V SERIES AT COST 351,420 308,378
CEP II - CMT FUND II SERIES AT COST 138,844 1,090,000
CEP II - CMT OPPORTUNITY FUND AT COST 787,985 801,981
CEP II - CPF FUND III AT COST 1,777,368 1,976,878
CEP II - CRESCENT POINT FUND III SERIES AT COST 485,982 519,007
CEP II - GRAND CROSSING SERIES AT COST 467,697 343,956
CEP II - NEWCO PLASTICS SERIES AT COST 1,370,750 1,795,000
CEP II - HUNTING POINT SERIES AT COST 219,930 183,223
CEP II - MANGROVE SERIES AT COST 0 503,501
CEP II - MANGROVE SERIES III AT COST 1,621,213 1,794,255
CEP II - NINE FOUR FUND II AT COST 305,133 332,307
CEP II - PROMUS SERIES AT COST 2,642,324 635,002
CEP II - PUTTMAN SERIES I AT COST 627,920 0
CEP II - PUTTMAN SERIES II AT COST 398,863 0
CEP II - SUNBELT SERIES AT COST 1,185,256 1,000,000
CEP II - WAVEMAKER IV AT COST 682,976 411,052
CEP II - WAVEMAKER SERIES AT COST 2,612,030 970,266
CEP II - WOLD ENERGY SERIES AT COST 1,197,084 1,320,718
CEP II - WWC NSC SERIES AT COST 808,487 685,062
CEP II CAGP IV (CLAT) AT COST 75,139 141,216
CEP VISTRIA FUNDIV AT COST 1,217,693 1,227,107
COASTAL REAL ESTATE AT COST 7,079 0
COIL APTS, LLC AT COST 338,331 0
COLLINS CROSSINGS INVESTORS, LLC AT COST 794,125 673,314
FIC WARRENVILLE LLC AT COST 1,775,189 1,000,000
FRONTIER WASTE AT COST 989,494 2,935,843
IMPACT II AT COST 1,035,643 1,218,750
KINZIE FUND II AT COST 238,037 274,789
LAKESIDE WORKFORCE HOUSING II AT COST 3,686,578 4,154,786
LARAMAR CIRCLE CO AT COST 141,941 219,355
LARAMAR CIRCLE TOWERS AT COST 919,275 750,000
LARAMAR JV I AT COST 220,930 186,084
LARAMAR MFV FUND III AT COST 3,045,627 2,973,824
LARAMAR MOB AT COST 2,422,044 2,741,318
LARAMAR/HARTFORD AT COST 4,196,340 4,945,893
LIB MUTUAL JV II AT COST 230,046 201,161
LUBERT-ADLER/LARAMAR URBAN NEIGHBORHOOD FUND AT COST 3,336,662 3,737,669
NINE FOUR VENTURES LP AT COST 1,013,119 849,495
PRAIRIE CAPITAL V QP LP AT COST 1,147,652 0
PRAIRIE CAPITAL VI QP, LP AT COST 2,041,212 1,640,953
PRAIRIE CAPITAL VII QP LP AT COST 1,873,703 1,911,334
SAAS CAPITAL III AT COST 1,400,888 1,202,954
SAAS CAPITAL IV AT COST 6,242,299 5,601,957
SIENA CAPITAL PARTNERS I LP AT COST 12,169,489 14,141,472
SIP MANUFACTURING AT COST 942,709 1,094,787
SOLUTION WORKS I AT COST 299,631 300,000
SOLUTION WORKS II AT COST 494,890 460,000
VISTRIA FUND IV AT COST 1,568,775 1,633,059
AIRWAY SERVICES SERIES AT COST 1,028 0
WWC NEWCO SERIES II AT COST 1,020,000 1,020,000
INFUSION MARKETING II AT COST 1,979,167 1,979,167
BURGERVILLE AT COST 828,591 1,000,000
5TH CENTURY PARTNERS II AT COST 322,579 322,579
MWM COLLECTIVE WASTE AT COST 925,000 925,000
FRONTIER LAND FUND AT COST 21,454 0
LARAMAR MOB II AT COST 521,211 521,211
LARAMAR AXIS AT COST 0 21,573

TY 2024 LegalFeesSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 22,720 0   0


TY 2024 OtherExpensesSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
UTILITIES 422 0   422
CONFERENCE & TRAINING 21,182 0   21,182
OFFICE SUPPLIES 5,583 0   5,583
PHONE & INTERNET 3,858 0   3,858
TRAVEL EXPENSE 11,668 0   11,668
SOFTWARE AND PUBLICATIONS 4,915 0   4,915
PASSTHROUGH EXPENSES 2,093,915 2,093,915   0
MEMBERSHIP DUES 3,619 0   3,619
SUBSCRIPTIONS 520 0   520
MISCELLANEOUS 1,884 0   1,884
IT SERVICES 10,391 0   10,391
MEALS & ENTERTAINMENT 6,123 0   6,123
RETREAT EXPENSES 3,379 0   3,379
INSURANCE 2,064 0   2,064


TY 2024 OtherIncomeSchedule2
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AVENUE GLOBAL DISLOCATION - INTEREST 96,913 96,913 96,913
AVENUE GLOBAL DISLOCATION - OTHER INCOME 16,423 16,423 16,423
AVENUE GLOBAL DISLOCATION - RENTAL INCOME -46 -46 -46
CEP II 5CP SERIES - INTEREST 37,530 37,530 37,530
CEP II 5CP SERIES - ORDINARY -17,164 -17,164 -17,164
CEP II 5CP SERIES - OTHER INCOME 0 0 0
CEP II ARABELLA ADVISORS - INTEREST 9,737 9,737 9,737
CEP II ARABELLA ADVISORS - ORDINARY 779,578 779,578 779,578
CEP II ARABELLA ADVISORS - RENTAL INCOME 3,420 3,420 3,420
CEP II ARENA FUND SERIES - INTEREST 168 168 168
CEP II ARENA FUND SERIES - ORDINARY -9,666 -9,666 -9,666
CEP II ASIA PARTNERS SERIES - OTHER INCOME 356 356 356
CEP II BLUE HORIZON SERIES - INTEREST -134,615 -134,615 -134,615
CEP II BLUE HORIZON SERIES - ORDINARY 95,639 95,639 95,639
CEP II BOAT HOUSE - ORDINARY -1,935 -1,935 -1,935
CEP II BOAT HOUSE - RENTAL INCOME 19,159 19,159 19,159
CEP II CAGP IV - INTEREST 0 0 0
CEP II CAGP IV - OTHER INCOME 0 0 0
CEP II CAGP V SERIES - INTEREST 348 348 348
CEP II CAGP V SERIES - OTHER INCOME 62 62 62
CEP II CMT FUND II SERIES - INTEREST 3,519 3,519 3,519
CEP II CMT FUND II SERIES - ORDINARY -5,579 -5,579 -5,579
CEP II CMT FUND II SERIES - OTHER INCOME 6,936 6,936 6,936
CEP II CMT OPP FUND - INTEREST 5,836 5,836 5,836
CEP II CMT OPP FUND - OTHER INCOME 15,293 15,293 15,293
CEP II CPF FUND III - INTEREST 25,066 25,066 25,066
CEP II CPF FUND III - ORDINARY -142,896 -142,896 -142,896
CEP II CPF FUND III - RENTAL INCOME -8,578 -8,578 -8,578
CEP II CRESCENT FUND II - OTHER INCOME 2,912 2,912 2,912
CEP II CSI SERIES II - INTEREST 5,164 5,164 5,164
CEP II CSI SERIES II - ORDINARY 158,974 158,974 158,974
CEP II GRAND CROSSING SERIES - INTEREST 4,825 4,825 4,825
CEP II GRAND CROSSING SERIES - ORDINARY 83,137 83,137 83,137
CEP II HILCO SERIES - ORDINARY -29,242 -29,242 -29,242
CEP II HUNTING POINT SERIES - INTEREST 448 448 448
CEP II HUNTING POINT SERIES - ORDINARY 1,423 1,423 1,423
CEP II HUNTING POINT SERIES - RENTAL INCOME 14,721 14,721 14,721
CEP II LARAMAR JV SERIES - ORDINARY 156 156 156
CEP II LARAMAR JV SERIES - RENTAL INCOME -16,879 -16,879 -16,879
CEP II LARAMAR JV SERIES - INTEREST 190 190 190
CEP II MANGROVE SERIES II - INTEREST 5,076 5,076 5,076
CEP II MANGROVE SERIES III - INTEREST 101,610 101,610 101,610
CEP II PROMUS SERIES - INTEREST 831,933 831,933 831,933
CEP II PROMUS SERIES - ORDINARY 85,335 85,335 85,335
CEP II PROMUS SERIES - OTHER INCOME 40,922 40,922 40,922
CEP II PROMUS SERIES - RENTAL INCOME -24,669 -24,669 -24,669
CEP II PUTTMAN SERIES - ORDINARY -68,506 -68,506 -68,506
CEP II PUTTMAN SERIES II - ORDINARY -62 -62 -62
CEP II SUNBELT SERIES - INTEREST 1,215 1,215 1,215
CEP II SUNBELT SERIES - ORDINARY 190,747 190,747 190,747
CEP II SUNBELT SERIES - OTHER INCOME -294 -294 -294
CEP II VISTRIA FUND IV - INTEREST 15 15 15
CEP II VISTRIA FUND IV - ORDINARY -6,738 -6,738 -6,738
CEP II WOLD SERIES - INTEREST 2,229 2,229 2,229
CEP II WOLD SERIES - ORDINARY 187,063 187,063 187,063
CEP II WOLD SERIES - OTHER INCOME 162 162 162
CEP II WWC NSC SERIES - INTEREST 92,853 92,853 92,853
CIRCLE TOWERS SENIOR INVESTLORS, LLC - INTEREST 60,164 60,164 60,164
COASTAL REAL ESTATE - OTHER INCOME 2,793,308 2,793,308 2,793,308
COASTAL REAL ESTATE - ORDINARY INCOME -39,320 -39,320 -39,320
COLLINS CROSSING INVESTORS - RENTAL INCOME -20,533 -20,533 -20,533
COVINGTON VANGUARD WARRENVILLE - RENTAL INCOME -85,508 -85,508 -85,508
FIC INCOME PARTNERSHIP - DIVIDENDS 151 151 151
FRONTIER LAND FUND - RENTAL INCOME 31,696 31,696 31,696
FRONTIER WASTE - ORDINARY -338,916 -338,916 -338,916
FRONTIER WASTE - OTHER INCOME 503 503 503
IMPACT ENGINE - INTEREST 2,201 2,201 2,201
IMPACT ENGINE - ORDINARY -9,637 -9,637 -9,637
LAKE CALUMET PROPERTIES - ORDINARY -7,789 -7,789 -7,789
LAKESIDE II - INTEREST 413 413 413
LAKESIDE II - RENTAL INCOME -134,464 -134,464 -134,464
LARAMAR ARIUM DEERWOOD - RENTAL INCOME -9,793 -9,793 -9,793
LARAMAR BEDLOE II - INTEREST 70 70 70
LARAMAR BEDLOE II - RENTAL INCOME -30,575 -30,575 -30,575
LARAMAR KODIAK - INTEREST 1,270 1,270 1,270
LARAMAR KODIAK - RENTAL INCOME -373,850 -373,850 -373,850
LARAMAR MOB SERIES - INTEREST 6,083 6,083 6,083
LARAMAR MOB SERIES - RENTAL INCOME 18,471 18,471 18,471
PRAIRIE CAPITAL FUND VII QP - INTEREST 663 663 663
PRAIRIE CAPITAL FUND VII QP - ORDINARY -20,608 -20,608 -20,608
PRAIRIE CAPITAL FUND VII QP - OTHER INCOME 2,116 2,116 2,116
PRAIRIE CAPITAL VI - INTEREST 12,136 12,136 12,136
PRAIRIE CAPITAL VI - ORDINARY -40,287 -40,287 -40,287
PRAIRIE CAPITAL V QP - INTEREST 452 452 452
PRAIRIE CAPITAL V QP - ORDINARY 49,484 49,484 49,484
SAAS CAPITAL - INTEREST 138,084 138,084 138,084
SAAS CAPITAL - OTHER INCOME 268,302 268,302 268,302
SAAS IV - INTEREST 693,363 693,363 693,363
SAAS IV - OTHER INCOME 114,562 114,562 114,562
SIENA CAPITAL PARTNERS I - INTEREST 267,189 267,189 267,189
VISTRIA FUND IV FT - DIVIDEND INCOME 20 20 20
NB CO-INVEST - INTEREST AND DIVIDEND 235 235 235
CEP II ASIA STRATEGY - INTEREST 19,871 19,871 19,871
CEP II LARAMAR MFV FUND III - OTHER 395,687 395,687 395,687
CEP II - PUTTMAN II - ORDINARY -108,766 -108,766 -108,766
CEP II PUTTMANN II - OTHER -99 -99 -99
CEP II - SIP MANUFACTURING -152,078 -152,078 -152,078
CEP II - BURGERVILLE ORDRINARY 18,365 18,365 18,365
CEP II BURGERVILLE OTHER 617 617 617
COPIA CREDIT IMPACT - ORDINARY -69,688 -69,688 -69,688
SIGULER GUFF TACTICAL - INTEREST 226,954 226,954 226,954
LARAMAR BEDLOE II CIRCLE FUNDING LLC -68,724 -68,724 -68,724
MISC INCOME 35 35 35


TY 2024 OtherLiabilitiesSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Description Beginning of Year - Book Value End of Year - Book Value
ATLANTIC CREEK RE FUND II 179,743 0
COASTAL WASTE 145,855 164,911
PRAIRIE CAPITAL IV 121 121
NB CO-INVEST 45,756 45,846
NINE MILE STATION 21,573 0
FRONTIER LAND FUND 9,176 0
AIRWAY SERVICES 2,345 0
LARAMAR ARIUM 0 17,611
LARAMAR KODIAK 0 372,580
LARAMAR AXIS 0 26,073
AVENUE GLOBAL DISLOCATION OPPORTUNITY FUND AIV 0 197
CARLYLE REALTY V 0 4,706
CEP II - LARIO SERIES 0 59,361
CEP II - MANGROVE SERIES 0 98,008
FIC INCOME PARTNERSHIP 0 114


TY 2024 OtherProfessionalFeesSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE FEES 1,909 0   0
CONSULTING FEES 175,000 175,000   0
FILING FEES 502 0   0
ALTAIR FEES 210,155 210,155   0
SCHWAB FEES 36,745 36,745   0
PAYROLL FEES 8,723 0   0


TY 2024 TaxesSchedule
Name:
HUNTER FAMILY FOUNDATION
 
C/O FINANCIAL INVESTMENT CORP
EIN:
37-1887329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 7,996 7,996   0
EXCISE TAXES 1,109,284 0   0
PAYROLL TAXES 36,754 0   0