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
AV HUNTER TRUST INCORPORATED
 
Number and street (or P.O. box number if mail is not delivered to street address)650 SOUTH CHERRY STREET STE 535
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLENDALE, CO80246
A Employer identification number

84-0461332
B Telephone number (see instructions)

(303) 399-5450
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$86,010,779
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 62,010 62,010  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,598,551
b Gross sales price for all assets on line 6a 2,598,845
7 Capital gain net income (from Part IV, line 2)... 2,294,924
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)....... 981,645 856,290  
12 Total. Add lines 1 through 11........ 3,642,206 3,213,224  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 348,193 27,410   320,783
14 Other employee salaries and wages...... 333,300 4,482   328,818
15 Pension plans, employee benefits....... 207,458 6,026   201,432
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 31,540 8,550   22,990
c Other professional fees (attach schedule).... 117,814 97,920   19,894
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 45,300 12,099    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 111,892 11,189   100,703
21 Travel, conferences, and meetings....... 9,885     9,885
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,693     4,693
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,210,075 167,676   1,009,198
25 Contributions, gifts, grants paid....... 2,914,152 2,914,152
26 Total expenses and disbursements. Add lines 24 and 25 4,124,227 167,676   3,923,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -482,021
b Net investment income (if negative, enter -0-) 3,045,548
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............. 343,791 328,322 328,322
2 Savings and temporary cash investments......... 422,387 672,483 674,970
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,357,091 Click to see attachment
List of Attached Documents:
// Content
939,717
1,055,558
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).......... 66,256,664 Click to see attachment
List of Attached Documents:
// Content
65,909,835
83,742,653
14 Land, buildings, and equipment: basis right arrow29,839
Less: accumulated depreciation (attach schedule) right arrow29,839      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
161,721
Click to see attachment
List of Attached Documents:
// Content
209,276
Click to see attachment
List of Attached Documents:
// Content
209,276
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 68,541,654 68,059,633 86,010,779
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
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 68,541,654 68,059,633
29 Total net assets or fund balances (see instructions)..... 68,541,654 68,059,633
30 Total liabilities and net assets/fund balances (see instructions). 68,541,654 68,059,633
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
68,541,654
2
Enter amount from Part I, line 27a .....................
2
-482,021
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
68,059,633
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
68,059,633
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.)
1a
b
c
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
b
c
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
b
c
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 2,294,924
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 42,333
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  
3 Add lines 1 and 2........................... 3 42,333
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 42,333
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 28,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,333
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,333
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  
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  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
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 arrowCO
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.AVHUNTERTRUST.ORG
14
The books are in care ofright arrowJANET WILLSON Telephone no.right arrow (303) 399-5450

Located atright arrow650 S CHERRY STREET SUITE 535DENVERCO ZIP+4right arrow80246
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JEREMY O MAY PRESIDENT
1.00
20,000 0 0
650 S CHERRY STREET SUITE 535
DENVER,CO80246
BRUCE K ALEXANDER VICE PRESIDE
1.00
20,000 0 0
650 S CHERRY STREET SUITE 535
DENVER,CO80246
ALLAN B ADAMS TREASURER
1.00
20,000 0 0
650 S CHERRY STREET SUITE 535
DENVER,CO80246
JEREMY HELD TRUSTEE
1.00
20,000 0 0
650 S CHERRY STREET SUITE 535
DENVER,CO80246
MARY K ANSTINE TRUSTEE
1.00
20,000 0 0
650 S CHERRY STREET SUITE 535
DENVER,CO80246
JANET WILLSON EXEC DIR/ SE
40.00
248,193 55,637 0
650 S CHERRY STREET SUITE 535
DENVER,CO80246
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
RYAN CAMPBELL SR. PROGRAM
40.00
119,511 28,728  
650 S CHERRY STREET SUITE 535
DENVER,CO80246
NICOLE CAPAGE-BROWN PROGRAM OFFI
40.00
94,114 20,894  
650 S CHERRY STREET SUITE 535
DENVER,CO80246
CYNTHIA SPRINGSTEEN CONTROLLER
30.00
89,634 22,002  
650 S CHERRY STREET SUITE 535
DENVER,CO80246
Total number of other employees paid over $50,000...................right arrow  
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
CERITY PARTNERS LLC INVESTMENT ADVI 72,341
7979 EAST TUFTS AVESTE 700
DENVER,CO80237
Total number of others receiving over $50,000 for professional services.............right arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
84,238,035
b
Average of monthly cash balances.......................
1b
571,718
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
84,809,753
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
84,809,753
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,272,146
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
83,537,607
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,176,880
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,176,880
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
42,333
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
19,571
c
Add lines 2a and 2b............................
2c
61,904
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,114,976
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
4,114,976
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,114,976
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
3,923,350
b
Program-related investments—total from Part VIII-B..................
1b
 
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
3,923,350
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,114,976
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 3,734,594
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,923,350
a Applied to 2023, but not more than line 2a 3,734,594
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount..... 188,756
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
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......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
3,926,220
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) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
 
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).)
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 e-mail address of the person to whom applications should be addressed:
J WILLSON
650 SOUTH CHERRY STREET SUITE 535
GLENDALE,CO80246
(303) 399-5450
bThe form in which applications should be submitted and information and materials they should include:
THE TRUST ONLY ACCEPTS LETTERS OF INQUIRY, GRANT APPLICATIONS, AND GRANT REPORTS ONLINE. APPLICANT ORGANIZATIONS THAT HAVE NOT BEEN FUNDED BY THE A.V. HUNTER TRUST IN THE PREVIOUS CALENDAR YEAR MUST CALL THE TRUST OFFICE TO DETERMINE IF THE APPLICANT ORGANIZATION IS A FIT WITH THE TRUST'S FUNDING PRIORITIES, AND SUBMIT AN INITIAL LETTER OF INQUIRY. DETAILED INSTRUCTIONS ARE AVAILABLE ON THE TRUST'S WEBSITE: AVHUNTERTRUST.ORG
cAny submission deadlines:
GRANTS ARE APPROVED FOR FUNDING IN FEBRUARY, MAY, AUGUST AND NOVEMBER OF EACH YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE TRUST FUNDS GENERAL OPERATING AND PROGRAM SUPPORT. THE TRUST WILL CONSIDER ONLY ONE REQUEST FROM AN ORGANIZATION DURING ANY CALENDAR YEAR. ORGANIZATIONS MUST HAVE BEEN OPERATING AS A 501(C)(3) FOR AT LEAST THREE YEARS AND, IF A NEW APPLICANT, CANNOT HAVE HAD AN OPERATING DEFICIT FOR THE LAST TWO COMPLETED FISCAL YEARS. THE TRUST DOES NOT ACCEPT PROPOSALS FROM ORGANIZATIONS USING A FISCAL AGENT OR FISCAL SPONSOR. APPLICANTS MUST BE LOCATED WITHIN THE STATE OF COLORADO AND BENEIFT COLORADO RESIDENTS.
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

4 THE CHILDREN

129 COUNTY ROAD 250
DURANGO,CO81301
  PC GENERAL OPERATING 10,000

60 RIDE

800 8TH AVE SUITE 229
GREELEY,CO80631
  PC GENERAL OPERATING 20,000

A LITTLE HELP

2755 S LOCUST ST
STE 220
DENVER,CO80222
  PC GENERAL OPERATING 35,000

ADAMS COUNTY FOOD BANK

7111 E 56TH AVE
COMMERCE CITY,CO80022
  PC GENERAL OPERATING 10,000

ADAPTIVE SPORTS ASSOCIATION

PO BOX 1884
DURANGO,CO81302
  PC GENERAL OPERATING 10,000

ADVOCATE SAFEHOUSE PROJECT

PO BOX 2036
GLENWOOD SPRINGS,CO81602
  PC GENERAL OPERATING 35,000

ADVOCATES FOR A VIOLENCE-FREE COMMU

PO BOX 155
HOT SULPHUR SPRINGS,CO80451
  PC GENERAL OPERATING 15,000

ADVOCATES OF LAKE COUNTY INC

PO BOX 325
LEADVILLE,CO80461
  PC GENERAL OPERATING 30,000

ALTERNATIVE HORIZONS CORPORATION

PO BOX 503
DURANGO,CO81302
  PC GENERAL OPERATING 37,500

ASSISTANCE LEAGUE OF COLORADO SPRIN

PO BOX 1843
COLORADO SPRINGS,CO80903
  PC GENERAL OPERATING 10,000

ASSISTANCE LEAGUE OF DENVER

6265 E EVANS AVENUE SUI
DENVER,CO80222
  PC GENERAL OPERATING 20,000

ASSISTANCE LEAGUE OF PUEBLO

1112 PUEBLO BLVD WAY
PUEBLO,CO81005
  PC GENERAL OPERATING 10,000

BABY BEAR HUGS

201 S MAIN ST
YUMA,CO80759
  PC GENERAL OPERATING 25,000

BAGS OF FUN

7200 S ALTON WAY A-18
CENTENNIAL,CO80112
  PC GENERAL OPERATING 10,000

BEYONDHOME

PO BOX 740130
ARVADA,CO80006
  PC GENERAL OPERATING 27,500

BIG BROTHERS BIG SISTERS OF SOUTHWE

PO BOX 2154
DURANGO,CO81302
  PC GENERAL OPERATING 12,500

BOYS & GIRLS CLUBS OF CHAFFEE COUNT

PO BOX 1430 709 PALMER S
SALIDA,CO81201
  PC GENERAL OPERATING 25,000

BOYS & GIRLS CLUBS OF LA PLATA COUN

2750 MAIN AVENUE
DURANGO,CO81301
  PC GENERAL OPERATING 20,000

BOYS & GIRLS CLUBS OF NORTHWEST COL

PO BOX 1251
CRAIG,CO81626
  PC GENERAL OPERATING 45,000

BRIGHT FUTURE FOUNDATION

PO BOX 2558
AVON,CO81620
  PC GENERAL OPERATING 42,500

CANON LITERACY CENTER INC

PO BOX 1793
CANON CITY,CO81215
  PC GENERAL OPERATING 10,000

CAPITOL HILL COMMUNITY SERVICES

3615 S HURON ST 206
ENGLEWOOD,CO80110
  PC GENERAL OPERATING 27,500

CASA OF LARIMER COUNTY

3105 EAST HARMONY ROAD
FORT COLLINS,CO80528
  PC GENERAL OPERATING 47,500

CASA OF PUEBLO

130 W ABRIENDO AVE
PUEBLO,CO81004
  PC GENERAL OPERATING 35,000

CASA OF THE CONTINENTAL DIVIDE

PO BOX 2092
DILLON,CO80435
  PC GENERAL OPERATING 27,500

CHAIN OF LOVE CORPORATION

21952 OCTOBER ROAD
ECKERT,CO81418
  PC GENERAL OPERATING 10,000

CLOTHES TO KIDS OF DENVER INC

PO BOX 100874
DENVER,CO80250
  PC GENERAL OPERATING 15,000

CLOUD CITY CONSERVATION CENTER

PO BOX 459
LEADVILLE,CO80461
  PC GENERAL OPERATING 30,000

COAL CREEK MEALS ON WHEELS

455 N BURLINGTON AVE
LAFAYETTE,CO80026
  PC GENERAL OPERATING 15,000

COLORADO EAST COMMUNITY ACTION AGEN

PO BOX 1214
LIMON,CO80828
  PC GENERAL OPERATING 27,500

COLORADO FOUNDATION FOR CONDUCTIVE

2897 TWIN LAKES CIRCLE
LAFAYETTE,CO80026
  PC GENERAL OPERATING 10,000

COMMUNITY FOOD BANK

PO BOX 3614
GRAND JUNCTION,CO81502
  PC GENERAL OPERATING 10,000

COMMUNITY MINISTRY OF SOUTHWEST DEN

1755 S ZUNI ST
DENVER,CO80223
  PC GENERAL OPERATING 17,500

CONSTRUCTION EDUCATION FOUNDATION O

1114 W 7TH AVE STE 200
DENVER,CO80204
  PC GENERAL OPERATING 10,000

COUNSELING AND EDUCATION CENTER

2708 PATTERSON ROAD
GRAND JUNCTION,CO81506
  PC GENERAL OPERATING 15,000

CROSSROADS SAFEHOUSE INC

PO BOX 993
FORT COLLINS,CO80522
  PC GENERAL OPERATING 50,000

CUSTER COUNTY COMMUNITY SHARING CEN

PO BOX 1592
WESTCLIFFE,CO81252
  PC GENERAL OPERATING 10,000

DENVER SANTA CLAUS SHOP

PO BOX 102104
DENVER,CO80250
  PC GENERAL OPERATING 30,000

ENGLISH IN ACTION

PO BOX 4856
BASALT,CO81621
  PC GENERAL OPERATING 20,000

FAMILIES PLUS

115 GRAND AVENUE SUITE 2
DELTA,CO81416
  PC GENERAL OPERATING 10,000

FAMILY RESOURCE CENTER

120 MAIN STREET
STERLING,CO80751
  PC GENERAL OPERATING 20,000

FOSTER SOURCE

3879 E 120TH AVE 218
THORNTON,CO80233
  PC GENERAL OPERATING 20,000

FOSTERING HOPE FOUNDATION

111 S TEJON STREET SUIT
COLORADO SPRINGS,CO80903
  PC GENERAL OPERATING 20,000

FOUR CORNERS CHILD ADVOCACY CENTER

118 NORTH CHESTNUT
CORTEZ,CO81321
  PC GENERAL OPERATING 27,500

FRESH START CENTER

7375 ADVENTURE WAY
COLORADO SPRINGS,CO80923
  PC GENERAL OPERATING 10,000

FULL CIRCLE OF LAKE COUNTY INC

PO BOX 622
LEADVILLE,CO80461
  PC GENERAL OPERATING 50,000

GRAND COUNTY RURAL HEALTH NETWORK

PO BOX 95
HOT SULPHUR SPRINGS,CO80451
  PC GENERAL OPERATING 25,000

GREELEY FAMILY HOUSE

1206 10TH STREET
GREELEY,CO80631
  PC GENERAL OPERATING 17,500

HARMONY ACRES EQUESTRIAN CENTER

PO BOX 38
FRUITA,CO81521
  PC GENERAL OPERATING 15,000

HAVEN HOUSE OF MONTROSE INC

PO BOX 3122
MONTROSE,CO81402
  PC GENERAL OPERATING 25,000

HEART & HAND CENTER

608 26TH STREET
DENVER,CO80205
  PC GENERAL OPERATING 40,000

HELP & HOPE CENTER

1638 PARK STREET
CASTLE ROCK,CO80109
  PC GENERAL OPERATING 27,500

HELP THE NEEDY

PO BOX 644
WOODLAND PARK,CO80866
  PC GENERAL OPERATING 10,000

HIGH VALLEY COMMUNITY CENTER INC

595 GRAND AVE
DEL NORTE,CO81132
  PC GENERAL OPERATING 35,000

HOME BUILDERS FOUNDATION

88 INVERNESS CIRCLE E
E105
ENGLEWOOD,CO80112
  PC GENERAL OPERATING 47,500

HOUSE OF NEIGHBORLY SERVICE

1511 EAST 11TH STREET
SUITE 100
LOVELAND,CO80537
  PC GENERAL OPERATING 52,500

INTEGRATED FAMILY COMMUNITY SERVICE

3370 SOUTH IRVING STREET
ENGLEWOOD,CO80110
  PC GENERAL OPERATING 25,000

JEFFCO EATS

1390 BRENTWOOD ST
LAKEWOOD,CO80214
  PC GENERAL OPERATING 10,000

KARIS COMMUNITY

1361 DETROIT STREET
DENVER,CO80206
  PC GENERAL OPERATING 17,500

KENZI'S CAUSES

2230 SOUTH FRASER STREET
UNIT 3
AURORA,CO80014
  PC GENERAL OPERATING 15,000

KIDS AT THEIR BEST

PO BOX 382
FORT MORGAN,CO80701
  PC GENERAL OPERATING 10,000

KIDS MOBILITY NETWORK

7390 S FRASER STREET UN
CENTENNIAL,CO80112
  PC GENERAL OPERATING 17,500

LA PLATA FAMILY CENTERS COALITION

10 TOWN PLAZA 316
DURANGO,CO81301
  PC GENERAL OPERATING 30,000

LA PLATA YOUTH SERVICES INC

2490 MAIN AVENUE
DURANGO,CO81301
  PC GENERAL OPERATING 37,500

LA PUENTE HOME INC

PO BOX 1235
ALAMOSA,CO81101
  PC GENERAL OPERATING 65,000

LEAF LYONS ELEVATING ALL FUND

PO BOX 324
304 2ND AVENUE
LYONS,CO80540
  PC GENERAL OPERATING 10,000

LIFE STORIES CHILD & FAMILY ADVOCAC

1640 25TH AVENUE
GREELEY,CO80634
  PC GENERAL OPERATING 42,500

LIFTUP OF ROUTT COUNTY

2125 CURVE COURT
STEAMBOAT SPRINGS,CO80487
  PC GENERAL OPERATING 30,000

LISTEN FOUNDATION INC

6950 EAST BELLEVIEW AVENU
SUITE 203
GREENWOOD VILLAGE,CO80111
  PC GENERAL OPERATING 10,000

LITERACY OUTREACH

1127 SCHOOL STREET
GLENWOOD SPRINGS,CO81601
  PC GENERAL OPERATING 10,000

MANNA

PO BOX 1196
DURANGO,CO81302
  PC GENERAL OPERATING 47,500

MARIA DROSTE COUNSELING CENTER

1355 S COLORADO BLVD S
DENVER,CO80222
  PC GENERAL OPERATING 42,500

MEDICINE HORSE CENTER

PO BOX 1074
MANCOS,CO81328
  PC GENERAL OPERATING 20,000

MESA COUNTY RSVP

422 WHITE AVE SUITE 090
PO BOX 1077
GRAND JUNCTION,CO81502
  PC GENERAL OPERATING 10,000

MORGAN COUNTY FAMILY CENTER

411 MAIN STREET
SUITE 100
FORT MORGAN,CO80701
  PC GENERAL OPERATING 45,000

NEDERLAND AREA SENIORS

PO BOX 188
NEDERLAND,CO80466
  PC GENERAL OPERATING 10,000

NEDERLAND FOOD PANTRY

PO BOX 154
NEDERLAND,CO80466
  PC GENERAL OPERATING 12,500

NORTHERNERS SENIOR CITIZENS INC

P O BOX 308
LA JARA,CO81140
  PC GENERAL OPERATING 10,000

ONE TO ONE MENTORING

PO BOX 1574
TELLURIDE,CO81435
  PC GENERAL OPERATING 10,000

OUTDOOR BUDDIES INC

4927 E COUNTY RD 36 SUI
FORT COLLINS,CO80528
  PC GENERAL OPERATING 10,000

PARTNERS

530 SOUTH COLLEGE AVENUE
FORT COLLINS,CO80524
  PC GENERAL OPERATING 35,000

PARTNERS FOR YOUTH

PO BOX 774325
STEAMBOAT SPRINGS,CO80477
  PC GENERAL OPERATING 20,000

PARTNERS OF DELTA MONTROSE AND OUR

315 S 7TH ST
MONTROSE,CO81401
  PC GENERAL OPERATING 10,000

PHILLIPS COUNTY FAMILY EDUCATION SE

PO BOX 365
HOLYOKE,CO80734
  PC GENERAL OPERATING 15,000

PRAIRIE FAMILY CENTER

1040 ROSE AVE
BURLINGTON,CO80807
  PC GENERAL OPERATING 20,000

PRO BONO PROJECT OF MESA COUNTY IN

1129 COLORADO AVE
GRAND JUNCTION,CO81501
  PC GENERAL OPERATING 20,000

PROJECT HOPE OF GUNNISON VALLEY

PO BOX 1812
GUNNISON,CO81230
  PC GENERAL OPERATING 30,000

REACHING OUT TO COMMUNITY AND KIDS

PO BOX 364
DOVE CREEK,CO81324
  PC GENERAL OPERATING 15,000

REACH-OUT COLORADO INC

PO BOX 1222
RIFLE,CO81650
  PC GENERAL OPERATING 10,000

RECOVERY CAF LONGMONT

402 KIMBARK STREET
LONGMONT,CO80501
  PC GENERAL OPERATING 10,000

RESPITE CARE INC

6203 S LEMAY AVE
FORT COLLINS,CO80525
  PC GENERAL OPERATING 15,000

RISE ABOVE VIOLENCE

PO BOX 2913
PAGOSA SPRINGS,CO81147
  PC GENERAL OPERATING 20,000

RIVER BRIDGE REGIONAL CENTER

520 21ST STREET
GLENWOOD SPRINGS,CO81601
  PC GENERAL OPERATING 37,500

RIVER CENTER OF NEW CASTLE

PO BOX 272
NEW CASTLE,CO81647
  PC GENERAL OPERATING 25,000

RIVERSIDE EDUCATION CENTERS

PO BOX 4367
GRAND JUNCTION,CO81502
  PC GENERAL OPERATING 60,000

ROUTT COUNTY COUNCIL ON AGING

PO BOX 770207
STEAMBOAT SPRINGS,CO80477
  PC GENERAL OPERATING 20,000

SACRED HEART HOUSE OF DENVER

PO BOX 1679
DENVER,CO80201
  PC GENERAL OPERATING 12,500

SAFE SHELTER OF ST VRAIN VALLEY

PO BOX 231
LONGMONT,CO80502
  PC GENERAL OPERATING 30,000

SAFEHOUSE DENVER INC

1649 N DOWNING STREET
DENVER,CO80218
  PC GENERAL OPERATING 22,500

SAFEHOUSE PROGRESSIVE ALLIANCE FOR

835 NORTH STREET
BOULDER,CO80304
  PC GENERAL OPERATING 42,500

SARA INC

PO BOX 633
FORT MORGAN,CO80701
  PC GENERAL OPERATING 47,500

SENIOR SERVICES SOLUTIONS PLUS

321 NORTH COTTONWOOD AVEN
CANON CITY,CO81212
  PC GENERAL OPERATING 25,000

SEXUAL ASSAULT SERVICES ORGANIZATIO

PO BOX 2723
DURANGO,CO81302
  PC GENERAL OPERATING 20,000

SIX POINTS EVALUATION AND TRAINING

PO BOX 1002
GUNNISON,CO81230
  PC GENERAL OPERATING 30,000

SPARROW HOUSE MINISTRIES

PO BOX 983
LAMAR,CO81052
  PC GENERAL OPERATING 10,000

ST GEORGE COMMUNITY MEALS

PO BOX 243
LEADVILLE,CO80461
  PC GENERAL OPERATING 40,000

SUN VALLEY YOUTH CENTER

2728 W HOLDEN PLACE
DENVER,CO80204
  PC GENERAL OPERATING 30,000

TELLER SENIOR COALITION

PO BOX 845
11115 W HWY 24 UNIT 2D
DIVIDE,CO808140845
  PC GENERAL OPERATING 15,000

THE BRIDGE EMERGENCY SHELTER

735 N PARK ST
CORTEZ,CO81321
  PC GENERAL OPERATING 10,000

THE CONFLICT CENTER

4140 TEJON STREET
DENVER,CO80211
  PC GENERAL OPERATING 20,000

THE CRAWFORD CHILD ADVOCACY CENTER

5529 TIMBERLINE RD
FORT COLLINS,CO80528
  PC GENERAL OPERATING 10,000

THE INITIATIVE

9250 E COSTILLA AVENUE
SUITE 110
GREENWOOD VILLAGE,CO80112
  PC GENERAL OPERATING 10,000

TIMBERLINE ADULT DAY SERVICES

PO BOX 1357
FRISCO,CO80443
  PC GENERAL OPERATING 10,000

TRI-COUNTY FAMILY CARE CENTER

512 1/2 N MAIN
ROCKY FORD,CO81067
  PC GENERAL OPERATING 15,000

TRI-LAKES CARES

PO BOX 1301
MONUMENT,CO80132
  PC GENERAL OPERATING 30,000

TRUE NORTH YOUTH PROGRAM

PO BOX 2072
TELLURIDE,CO81435
  PC GENERAL OPERATING 10,000

VOYAGER YOUTH PROGRAM

PO BOX 709
RIDGWAY,CO81432
  PC GENERAL OPERATING 10,000

WEST END FAMILY LINK CENTER

PO BOX 602
NUCLA,CO81424
  PC GENERAL OPERATING 7,500

WINDWALKERS EQUINE ASSISTED LEARNIN

PO BOX 504
CARBONDALE,CO81623
  PC GENERAL OPERATING 20,000

YOUTH CLUB OF TRINIDAD

204 E KANSAS AVE
TRINIDAD,CO81082
  PC GENERAL OPERATING 10,000

PHILANTHROPY COLORADO

5855 WADSWORTH BYPASS SU
ARVADA,CO80003
  PC GENERAL OPERATING 5,250

ASSOCIATION OF FUNDRAISING PROFESSI

PO BOX 24745
DENVER,CO802240745
  PC GENERAL OPERATING 2,500
SPECIAL REQUESTS FOR INDIVIDUALS


650 S CHERRY STREET
GLENDALE,CO80246
  PC SUPPORT FOR INDIGENT PERSONS IN CO 188,902
Total .................................right arrow 3a 2,914,152
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 62,010  
4 Dividends and interest from securities ....          
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 .....     14 856,290  
8 Gain or (loss) from sales of assets other than
inventory ............
523000 303,627 18 2,294,924  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FRM PASS-THROUGH 990
         
bMAKENA SPLITTER 523000 247,701      
cBOW RIVER RE FUND II 523000 -73,415      
dBOW RIVER RE FUND I 523000 32,802      
eAGILITY 523000 -81,733      
12 Subtotal. Add columns (b), (d), and (e) .. 428,982 3,213,224  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,642,206
(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.
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PTIN
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Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
AV HUNTER TRUST INCORPORATED
EIN:
84-0461332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
KUNDINGER, CORDER & MONTOYA, PC 28,500 8,550   19,950
ADP PAYROLL SERVICE 3,040     3,040

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TY 2024 GainLossSaleOtherAssetsSch
Name:
AV HUNTER TRUST INCORPORATED
EIN:
84-0461332
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
MAKENA SPLITTER   PURCHASE       294     -294  
MAKENA SPLITTER   PURCHASE     28,546       28,546  
BOW RIVER RE FUND II   PURCHASE     9,691       9,691  
AGILITY   PURCHASE     29,835       29,835  
AGILITY   PURCHASE     235,849       235,849  

TY 2024 InvestmentsCorpStockSchedule
Name:
AV HUNTER TRUST INCORPORATED
EIN:
84-0461332
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD INDEX FUND 939,717 1,055,558

TY 2024 InvestmentsOtherSchedule2
Name:
AV HUNTER TRUST INCORPORATED
EIN:
84-0461332
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MAKENA CAPITAL AT COST 1,652,762 3,156,880
PEG GLOBAL AT COST 2,101,491 3,154,222
ROYALTY INTEREST AT COST 435 25,000
BOW RIVER REAL ESTATE FUND II AT COST 219,063 421,120
BOW RIVER REAL ESTATE FUND I AT COST 116,402 125,882
BOW RIVER 2017-QP AT COST 1,620,968 3,306,161
AGILITY COMPREHENSIVE SOLUTIONS FUND AT COST 60,198,714 73,553,388

TY 2024 LandEtcSchedule2
Name:
AV HUNTER TRUST INCORPORATED
EIN:
84-0461332
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE FURNITURE & EQUIPMENT 29,839 29,839    


TY 2024 OtherAssetsSchedule
Name:
AV HUNTER TRUST INCORPORATED
EIN:
84-0461332
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT DISTRIBUTION RECEIVABLE 161,721 209,276 209,276


TY 2024 OtherExpensesSchedule
Name:
AV HUNTER TRUST INCORPORATED
EIN:
84-0461332
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
MISCELLANEOUS 4,573     4,573
BAYAUD 120     120


TY 2024 OtherIncomeSchedule2
Name:
AV HUNTER TRUST INCORPORATED
EIN:
84-0461332
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PRODUCTION ROYALTY INCOME 34,920 34,920  
MISCELLANEOUS 346 346  
INC FROM PASS-THROUGH ENTITY 821,024 821,024  
MAKENA SPLITTER 247,701    
BOW RIVER RE FUND II -73,415    
BOW RIVER RE FUND I 32,802    
AGILITY -81,733    


TY 2024 OtherProfessionalFeesSchedule
Name:
AV HUNTER TRUST INCORPORATED
EIN:
84-0461332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CERITY PARTNERS LLC 72,341 72,341    
PEG GLOBAL 24,316 24,316    
BOK TRUST SERVICES 1,263 1,263    
ROCKY MOUNTAIN TECH TEAM 7,004     7,004
3G CONSULTING 1,440     1,440
BAREFOOT PUBLIC RELATIONS 8,500     8,500
CYBERCECURITY LLC 2,950     2,950


TY 2024 TaxesSchedule
Name:
AV HUNTER TRUST INCORPORATED
EIN:
84-0461332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 12,099 12,099    
2023 FEDERAL EXCISE TAX PAID 5,201      
2024 ESTIMATED EXCISE TAX PAID 28,000