HUNTER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HUNTER FOUNDATION (EIN 13-6094021)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-30
IRS object ID
202323039349100517
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-30T11:07:55-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812276003PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HERTZ HERSON CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1575 LEXINGTON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136094021EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HUNTER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUNTBusinessNameControlTxt
Phone2126867160PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 LEXINGTON AVENUE 34TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDRE HUNTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126867160PhoneNum
Signature2023-10-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREPersonFirstNm
Person LastHUNTERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN J GLOZNEKPreparerPersonNm
PTINP00106849PTIN
Phone2126867160PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,712,782FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$462,650ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,320InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,320InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$114,790DividendsRevAndExpnssAmt
Dividends Net Invst Incm$114,790DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$540,079NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,078,695GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$540,079CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,126,839TotalRevAndExpnssAmt
Total Net Invst Incm$664,189TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,050AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$59,651OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$59,651OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,795TaxesRevAndExpnssAmt
Taxes Net Invst Incm$169TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,253TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,253TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,170OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,170OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$88,969TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$63,870TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,473TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$688,692ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$688,692ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$777,661TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$63,870TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$695,165TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$349,178ExcessRevenueOverExpensesAmt
Net Investment Income$600,319NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,969CashBOYAmt
Cash EOY$86,227CashEOYAmt
Cash EOYFMV$86,227CashEOYFMVAmt
Sav And Temp Cash Invst BOY$839,382SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$888,661SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$888,661SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$22AcctRcvblBOYAmt
Prepaid Expenses BOY$108PrepaidExpensesBOYAmt
US Government Obligations BOY$592,035USGovernmentObligationsBOYAmt
US Government Obligations EOY$738,557USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$722,142USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,140,221CorporateStockBOYAmt
Corporate Stock EOY$2,910,638CorporateStockEOYAmt
Corporate Stock EOYFMV$4,393,784CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,402,386CorporateBondsBOYAmt
Corporate Bonds EOY$2,720,218CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,621,968CorporateBondsEOYFMVAmt
Total Assets BOY$6,995,123TotalAssetsBOYAmt
Total Assets EOY$7,344,301TotalAssetsEOYAmt
Total Assets EOYFMV$8,712,782TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,995,123RetainedEarningBOYAmt
Retained Earning EOY$7,344,301RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,995,123TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,344,301TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,995,123TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,344,301TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,995,123TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$349,178ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,344,301SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,344,301TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PUBLICALLY TRADED SECURITIES$369,283$332,395$36,888$36,888
PUBLICALLY TRADED SECURITIES$2,639,297$2,136,345$502,952$502,952P
PRAXAIR INC NOTE$70,000$69,876$124$124P2019-02-222022-05-16
CITIGROUP LITIGATION PROCEEDS$115$115$115P
FieldValueIRS element (for citing)
Capital Gain Net Income$540,079CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,344InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,344SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,344TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,960EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,960TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Overpayment$6,610OverpaymentAmt
Applied To ES Tax$6,610AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMR ANDRE HUNTERIndividualWithBooksNm
Phone2126867160PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1236 MIDDLE PATENT ROADAddressLine1Txt
CityBEDFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10506ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDRE HUNTER
236 MIDDLE PATENT ROADBEDFORDNY10506TRUSTEE0.00$0$0$0
KELLY HUNTER
236 MIDDLE PATENT ROADBEDFORDNY10506TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEUBERGER BERMAN LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11290 AVE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10104ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$59,651CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,248,890AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$651,612AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,900,502TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,900,502AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$133,508CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,766,994NetVlNoncharitableAssetsAmt
Minimum Investment Return$438,350MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$438,350MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,344TaxBasedOnInvestmentIncomeAmt
Total Tax$8,344TotalTaxAmt
Distributable Before Adj$430,006DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$430,006DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$430,006DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$695,165ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$695,165QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$430,006DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$32,030ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$609,274ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$641,304TotalExcessDistributionCyovAmt
Qualifying Distributions$695,165QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$430,006AppliedToCurrentYearAmt
Remaining Distri From Corpus$265,159RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$906,463TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$906,463ExcessDistriCyovToNextYrAmt
Excess From Year4$32,030ExcessFromYear4Amt
Excess From Year1$609,274ExcessFromYear1Amt
Excess From Current Year$265,159ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH COMMUNAL FUND
575 MADISON AVENEW YORKNY10022PCGENERAL CHARITABLE PURPOSES$550,000
A HOME AWAY FROM HOMELESSNESS
171 CARLOS DRSAN RAFAELCA94903PCGENERAL CHARITABLE PURPOSES$535
ACCESS SUPPORTS FOR LIVING
15 FORTUNE ROAD WESTMIDDLETOWNNY10941PCGENERAL CHARITABLE PURPOSES$20,000
ACTBLUE CHARITIES INC
366 SUMMER STSOMERVILLEMA02144PCGENERAL CHARITABLE PURPOSES$15,000
ARIZONA PUBLIC RADIO
2323 WEST 14TH STTEMPEAZ85281PCGENERAL CHARITABLE PURPOSES$250
AUSBON SARGENT LAND TRUST
71 PLEASANT STNEW LONDONNH03257PCGENERAL CHARITABLE PURPOSES$500
BEDFORD 2030
68 BEDFORD ROADKATONAHNY10536PCGENERAL CHARITABLE PURPOSES$500
BEDFORD FIRE COMPANY
34 VILLAGE GREENBEDFORDNY10506PCGENERAL CHARITABLE PURPOSES$500
BEDFORD FREE LIBRARY
32 VILLAGE GREENBEDFORDNY10506PCGENERAL CHARITABLE PURPOSES$1,500
BEDFORD HISTORICAL SOCIETY
612 OLD POST ROADBEDFORDNY10506PCGENERAL CHARITABLE PURPOSES$500
BEDFORD PLAYHOUSE
633 OLD POST ROADBEDFORDNY10506PCGENERAL CHARITABLE PURPOSES$225
BLYTHEDALE CHILDREN'S HOSPITAL
95 BRADHURST AVEVALHALLANY10595PCGENERAL CHARITABLE PURPOSES$2,500
BRADY FAITH CENTER
404 SOUTH AVESYRACUSENY13204PCGENERAL CHARITABLE PURPOSES$517
COLUMBIA UNIVERSITY CALENDAR EVENTS
615 WEST 131ST ST MC 8741NEW YORKNY10027PCGENERAL CHARITABLE PURPOSES$1,000
DARTMOUTH COLLEGE
6014 MCNUTT HALLHANOVERNH03755PCGENERAL CHARITABLE PURPOSES$10,270
DARTMOUTH HEALTH & GEISEL SCHOOL OF MEDICINE
1 ROPE FERRY RDHANOVERNH03755PCGENERAL CHARITABLE PURPOSES$2,650
DARTMOUTH HOPKINS CENTER FOR THE ARTS
4 EAST WHEELOCK STHANOVERNH03755PCGENERAL CHARITABLE PURPOSES$7,500
DAMON RUNYON CANCER RESEARCH FOUNDATION
55 BROADWAYNEW YORKNY10006PCGENERAL CHARITABLE PURPOSES$9,722
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006PCGENERAL CHARITABLE PURPOSES$1,000
FEEDING AMERICA
6 EAST 32ND STREETNEW YORKNY10016PCGENERAL CHARITABLE PURPOSES$1,000
FEEDING WESTCHESTER
200 CLEARBROOK RDELMSFORDNY10523PCGENERAL CHARITABLE PURPOSES$1,500
FOREST SOCIETY OF NEW HAMPSHIRE
54 PORTSMOUTH STREETCONCORDNH03301PCGENERAL CHARITABLE PURPOSES$500
FRIENDS OF HILLTOP HANOVER FARM
1271 HANOVER STREETYORKTOWN HEIGHTSNY10598PCGENERAL CHARITABLE PURPOSES$5,000
FRIENDS OF TRAILSIDE
PO BOX 236CROSS RIVERNY10518PCGENERAL CHARITABLE PURPOSES$100
FRIENDS TO THE NEWBURY PUBLIC LIBRARY
PO BOX 245NEWBURYNH03255PCGENERAL CHARITABLE PURPOSES$500
GALVANIZE USA
1 MEADOWLANDS PLAZAEAST RUTHERFORDNJ07073PCGENERAL CHARITABLE PURPOSES$2,581
INNER CITY
1011 1ST AVE SUITE 1800NEW YORKNY10022PCGENERAL CHARITABLE PURPOSES$10,000
JESUIT REFUGEE SERVICE
1627 K STREET NWWASHINGTONDC20006PCGENERAL CHARITABLE PURPOSES$5,148
MASTERVOICES INC NEW YORK
1441 BROADWAY 3024NEW YORKNY10018PCGENERAL CHARITABLE PURPOSES$10,000
MCC THEATER
511 WEST 52ND STREETNEW YORKNY10019PCGENERAL CHARITABLE PURPOSES$6,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065PCGENERAL CHARITABLE PURPOSES$500
NEIGHBORS LINK
27 COLUMBUS AVEMT KISCONY10549PCGENERAL CHARITABLE PURPOSES$1,500
NEW YORK THEATRE WORKSHOP
79 E 4TH STNEW YORKNY10003PCGENERAL CHARITABLE PURPOSES$1,740
NORTHERN STAGE
74 GATES STWHITE RIVER JCTVT05001PCGENERAL CHARITABLE PURPOSES$1,200
NORTHERN WESTCHESTER HOSPITAL
400 E MAIN STMT KISCONY10549PCGENERAL CHARITABLE PURPOSES$3,000
NY THEATRE WORKSHOP
79 E 4TH STNEW YORKNY10003PCGENERAL CHARITABLE PURPOSES$35
PLANNED PARENTHOOD
26 BLEECKER STNEW YORKNY10012PCGENERAL CHARITABLE PURPOSES$2,500
RAILS TO TRAILS CONSERVATORY
2121 WARD COURT NW 5TH FLOORWASHINGTONDC20037PCGENERAL CHARITABLE PURPOSES$120
RIDGEBACK RESCUE US
146 STONE CANYON DRLYONSCO80540PCGENERAL CHARITABLE PURPOSES$100
RIVERKEEPER INC
231 MAIN STHACKENSACKNJ07601PCGENERAL CHARITABLE PURPOSES$250
SOUTH WESTERN SCHOOL DISTRICT
225 BOWMAN RDHANOVERPA17331PCGENERAL CHARITABLE PURPOSES$519
THE BRIDGE PRODUCTION GROUP
228 PARK AVE SNEW YORKNY10003PCGENERAL CHARITABLE PURPOSES$4,000
THE MARYLAND ZOO
1 SAFARI PLACEBALTIMOREMD21217PCGENERAL CHARITABLE PURPOSES$1,000
THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028PCGENERAL CHARITABLE PURPOSES$600
THE MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019PCGENERAL CHARITABLE PURPOSES$380
THE PUBLIC THEATER
425 LAFAYETTE STNEW YORKNY10003PCGENERAL CHARITABLE PURPOSES$3,000
UPPER VALLEY HAVEN
713 HARTFORD AVEWHITE RIVER JCTVT05001PCGENERAL CHARITABLE PURPOSES$500
WESTCHESTER LAND TRUST
403 HARRIS RD 2408BEDFORDNY10507PCGENERAL CHARITABLE PURPOSES$250
Y SPANIOLA INC
33 SEAVERNS AVEJAMAICA PLAINMA02130PCGENERAL CHARITABLE PURPOSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$688,692TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,320ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$114,790ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$540,079ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$664,189ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$664,189TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonALLAN B HUNTER ARTICLE 5TH TRD12 CLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1236 MIDDLE PATENT ROADAddressLine1Txt
CityBEDFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10506ZIPCd
FieldValueIRS element (for citing)
Total Contributions$462,650TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHERTZ HERSON CPA LLPCategoryTxt
Amt$8,100Amt
Net Investment Income$4,050NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,050DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO SECTION 4942(H)(2) OF THE INTERNAL REVENUE CODE, THE FOUNDATION HEREWITH ELECTS TO TREAT THE QUALIFYING DISTRIBUTIONS FOR 2013 AS HAVING BEEN MADE OUT OF CORPUS.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (30 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF MONTREAL 0.400% 9/15/2023$99,916$96,620
CUMMINS INC 3.650% 10/1/2023$86,685$84,174
DISNEY WALT COMPANY 4.000% 10/1/2023$87,152$84,346
ABBOTT LABS NOTE 3.400% 11/30/2023$75,931$74,206
ECOLAB INC 0.900% 12/15/2023$99,978$96,230
CATERPILLAR FINL SERVICE MTN 0.950% 1/10/2024$99,984$96,467
FLORIDA POWER & LIGHT NOTE VAR RATE$100,000$99,291
BANK OF AMERICA CORP SR UNSEC 4.125% 1/22/2024$94,563$89,225
CONCOPHILLIPS COMPANY NOTE 2.125% 3/8/2024$99,969$96,621
SCHWAB CHARLES CORP NOTE VAR RATE 3/18/2024$90,000$89,714
PUBLIC STORAGE NOTE VAR RATE 4/23/2024$95,000$94,328
JPMORGAN CHASE & CO NOTE 3.625% 5/13/2024$94,056$88,447
INTL BUSINESS MACHINES NOTE 3.000% 5/15/2024$103,487$97,253
ROYAL BANK OF CANADA MTN 3.970% 7/26/2024$85,000$83,681
UNILEVER CAPITAL CORP 0.626% 8/12/2024$100,000$93,665
CONSUMERS ENERGY CORP 3.125% 8/31/2024$98,985$91,778
TORONTO DOMINION BANK VAR RATE 9/10/2024$100,000$98,744
ENTERGY LOUISIANA LLC 0.950% 10/1/2024$100,011$93,084
NATIONAL RURAL UTILITIES CO-OP 1.000% 10/18/2024$99,909$92,504
TEXAS INSTRUMENTS INC NOTE 4.700% 11/18/2024$84,962$85,261
STATE STREET CORP 3.300% 12/16/2024$99,965$92,714
BANK OF NOVA SCOTIA NOTE 1.450% 1/10/2025$99,933$92,650
CANADIAN IMP BANK COMM NOTE 3.300% 4/7/2025$99,946$96,100
CINTAS CORP NOTE 3.450% 5/1/2025$99,978$96,752
TOYOTA MOTOR CREDIT CORP MTN 3.950% 6/30/2025$84,919$83,212
JOHN DEERE CAPITAL CORP MTN 4.050% 9/8/2025$84,958$83,656
WALMART INC NOTE 3.900% 9/9/2025$84,941$83,707
HOME DEPOT INC BOND CALL 4.000% 9/15/2025$39,986$39,527
HOME DEPOT INC NOT 4.000% 9/15/2025$44,865$44,468
MORGAN STANLEY NOTE CALL 4.679% 7/17/2026$85,139$83,543

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1980 SHS ALPHABET INC CLASS C$104,211$175,685
2475 SHS AMAZON.COM INC$210,597$207,900
1588 SHS APPLE INC$13,766$206,329
170 SHS ASML HOLDING NV NY REG SHS 2012$14,188$92,888
1125 SHS CDW CORP$100,272$200,903
1305 SHS CHURCH & DWIGHT CO INC$38,147$105,196
985 SHS CME GROUP INC$133,594$165,638
695 SHS DANAHER CORP$92,653$184,467
750 SHS EDWARDS LIFESCIENCES CORP$23,073$55,958
1050 SHS EOG RESOURCES$89,029$135,996
3925 SHS EQT CORP$152,368$132,783
1775 SHS FISERV INC$99,023$179,399
3165 SHS GXO LOGISTICS INCORPORATED$175,038$135,114
505 SHS HOME DEPOT INC$155,232$159,509
420 SHS INTUIT INC$106,406$163,472
1050 SHS JP MORGAN CHASE & CO$57,263$140,805
900 SHS LENNAR CORP CL A$89,768$81,450
650 SHS LOWES COMPAIES INC$105,982$129,506
380 SHS MASTERCARD INC$140,481$132,137
1625 SHS MICROSOFT CORP$187,947$389,708
485 SHS MOTOROLA SOLUTIONS INC$33,490$124,989
1935 SHS NEXTERA ENERGY INC$122,389$161,766
740 SHS NVIDIA CORP$134,417$108,144
1135 SHS PROGRESSIVE CORP$121,691$147,221
2225 SHS RAYTHEON TECHNOLOGIES CORP$162,675$224,547
305 SHS ROPER TECHNOLOGIES INC$48,477$131,787
1135 SHS TRANSUNION$36,561$64,411
270 SHS UNITEDHEALTH GROUP INC$70,918$143,149
2735 SHS WELLS FARGO & CO NEW$90,982$112,927

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$593,557USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$579,980USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$145,000StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$142,162StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WIRE TRANSFER FEES$45$0$45
STATUTORY ADVERTISEMENT$125$0$125
NEW YORK STATE FILING FEES$1,000$0$1,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$59,651Amt
Net Investment Income$59,651NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$169$169$0
FEDERAL EXCISE TAX$18,626$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.