HUNTER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HUNTER FOUNDATION (EIN 13-6094021)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-23
- IRS object ID
- 202112049349100711
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-23T13:12:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812276003 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERTZ HERSON CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136094021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUNTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNT | BusinessNameControlTxt |
| Phone | 2126867160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVENUE 1OTH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDRE HUNTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126867160 | PhoneNum |
| Signature | 2021-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDRE | PersonFirstNm |
| Person Last | HUNTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN J GLOZNEK | PreparerPersonNm |
| PTIN | P00106849 | PTIN |
| Phone | 2126867160 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,246,346 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $212,650 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,888 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,888 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,536,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,275 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $362,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,481 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,652 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,826 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,826 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,164 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,660 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $160 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $383 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,866 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,157 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,209 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $345,091 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $345,091 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,957 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,157 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $349,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,324 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,514 | CashBOYAmt |
| Cash EOY | $86,540 | CashEOYAmt |
| Cash EOYFMV | $86,540 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $559,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $737,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $737,498 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,122 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,464 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,464 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $302,887 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $483,326 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $487,393 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,038,792 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,245,260 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,556,893 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,000,385 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,336,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,376,558 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,942,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,890,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,246,346 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,942,914 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,890,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,942,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,890,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,942,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,890,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,942,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,826 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,890,088 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,890,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT-TERM TRANSACTIONS | P | $1,507,512 | $1,549,663 | -$42,151 | -$42,151 |
| LONG-TERM TRANSACTIONS | P | $2,028,801 | $1,965,375 | $63,426 | $63,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,275 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,269 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,269 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,425 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,425 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,156 | OverpaymentAmt |
| Applied To ES Tax | $1,280 | AppliedToESTaxAmt |
| Refund | $8,876 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR ANDRE HUNTER | IndividualWithBooksNm |
| Phone | 2126867160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 MIDDLE PATENT ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDRE HUNTER | ||||||||
| 236 MIDDLE PATENT ROAD | BEDFORD | NY | 10506 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KELLY HUNTER | ||||||||
| 236 MIDDLE PATENT ROAD | NEW YORK | NY | 10506 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 AVE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $54,164 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,777,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $627,413 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,404,460 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,404,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,067 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,278,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $413,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $413,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,269 | TotalTaxAmt |
| Distributable Before Adj | $412,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $412,651 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $412,651 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $349,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $349,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $349,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,816 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $85,565 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $95,381 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $349,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $349,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $63,351 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $63,351 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,030 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $32,030 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ALYN HOSPITAL | ||||||
| 122 E 42ND ST 1519 | NEW YORK | NY | 10168 | PC | GENERAL CHARITABLE PURPOSES | $500 |
| AUSBON SARGENT LAND TRUST | ||||||
| 71 PLEASANT ST | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE PURPOSES | $500 |
| BAILEY HOUSE INC | ||||||
| 180 CHRISTOPHER STREET | NEW YORK | NY | 10014 | PC | GENERAL CHARITABLE PURPOSES | $500 |
| BEDFORD 2020 - WESTCHESTER LAND TRUST | ||||||
| 403 HARRIS RD 2408 | BEDFORD HILLS | NY | 10507 | PC | GENERAL CHARITABLE PURPOSES | $250 |
| BEDFORD FIRE COMPANY | ||||||
| 34 VILLAGE GREEN | BEDFORD | NY | 10506 | PC | GENERAL CHARITABLE PURPOSES | $500 |
| BEDFORD HISTORICAL SOCIETY | ||||||
| 34 VILLAGE GREEN | BEDFORD | NY | 10506 | PC | GENERAL CHARITABLE PURPOSES | $500 |
| BEDFORD FREE LIBRARY | ||||||
| 32 VILLAGE GREEN | BEDFORD | NY | 10506 | PC | GENERAL CHARITABLE PURPOSES | $1,500 |
| BLYTHEDALE CHILDREN'S HOSPITAL | ||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| BRADY FAITH CENTER | ||||||
| 404 SOUTH AVE | SYRACUSE | NY | 13204 | PC | GENERAL CHARITABLE PURPOSES | $517 |
| BRIDGE PRODUCTION FUNDING GROUP | ||||||
| 215 SCHILLING CIR SUITE 100 | HUNT VALLEY | MD | 21031 | PC | GENERAL CHARITABLE PURPOSES | $10,869 |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | ||||||
| 1220 L ST NW 300 | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE PURPOSES | $100 |
| CENTER STAGE ASSOCIATES | ||||||
| NOT AVAILABLE | BALTIMORE | MD | 21202 | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| DAMON RUNYON CANCER RESEARCH FDN | ||||||
| 55 BROADWAY | NEW YORK | NY | 10006 | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| DARTMOUTH COLLEGE | ||||||
| NOT AVAILABLE | HANOVER | NH | 03755 | PC | GENERAL CHARITABLE PURPOSES | $150 |
| DARTMOUTH-HITCHCOCK MEDICAL CENTER | ||||||
| 1 MEDICAL CENTER DR | LEBANON | NH | 03766 | PC | GENERAL CHARITABLE PURPOSES | $1,650 |
| DARTMOUTH HOPKINS CENTER FOR THE ARTS | ||||||
| 4 E WHEELOCK ST | HANOVER | NH | 03755 | PC | GENERAL CHARITABLE PURPOSES | $7,500 |
| DARTMOUTH ROWING FOR JUSTICE | ||||||
| NOT AVAILABLE | HANOVER | NH | 03755 | PC | GENERAL CHARITABLE PURPOSES | $500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| EPISCOPAL CHARITIES OF NY | ||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | PC | GENERAL CHARITABLE PURPOSES | $500 |
| FEEDING AMERICA | ||||||
| 6 EAST 32ND STREET | NEW YORK | NY | 10016 | PC | GENERAL CHARITABLE PURPOSES | $5,500 |
| FRIEND OF THE NEWBURY PUBLIC LBRARY | ||||||
| 124 GRAND ST | NEWBURGH | NY | 12550 | PC | GENERAL CHARITABLE PURPOSES | $250 |
| FRIENDS OF PUBLIC RADIO ARIZONA | ||||||
| 2323 W 14TH ST | TEMPE | AZ | 85281 | PC | GENERAL CHARITABLE PURPOSES | $250 |
| FRIENDS OF THE TRAILSIDE MUSEUM | ||||||
| NOT AVAILABLE | POUND RIDGE | NY | 10576 | PC | GENERAL CHARITABLE PURPOSES | $100 |
| GUIDING EYES FOR THE BLIND | ||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| HOPEWELL FUND | ||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | PC | GENERAL CHARITABLE PURPOSES | $7,500 |
| INNER CITY SCHOLARSHIP FUND | ||||||
| 1011 1ST AVE SUITE 1800 | NEW YORK | NY | 10022 | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| JESUIT REFUGE SERVICE USA | ||||||
| 1627 K STREET NW | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE PURPOSES | $5,250 |
| JEWISH COMMUNAL FUND | ||||||
| 575 MADISON AVENUE | NEW YORK | NY | 10022 | PC | GENERAL CHARITABLE PURPOSES | $200,000 |
| LATINO U COLLEGE ACCESS | ||||||
| 75 VIRGINIA RD | WHITE PLAINS | NY | 10603 | PC | GENERAL CHARITABLE PURPOSES | $1,015 |
| MASTER VOICES INC | ||||||
| 1441 BROADWAY 3024 | NEW YORK | NY | 10018 | PC | GENERAL CHARITABLE PURPOSES | $6,150 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | GENERAL CHARITABLE PURPOSES | $500 |
| NATIONAL ROWING FOUNDATION | ||||||
| 67 MYSTIC ROAD | NORTH STONINGTON | CT | 06359 | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| NEIGHBORS LINK | ||||||
| 27 COLUMBUS AVE | MT KISCO | NY | 10549 | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| NETWORK FOR GOOD INC | ||||||
| 1140 CONNECTICUT AVE NW 700 | WASHINGTON | DC | 20036 | PC | GENERAL CHARITABLE PURPOSES | $580 |
| NEW HAMPSHIRE FOREST SOCIETY | ||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | PC | GENERAL CHARITABLE PURPOSES | $500 |
| NEW LONDON BARN PLAYHOUSE | ||||||
| 84 MAIN ST | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| NEW YORK THEATRE WORKSHOP | ||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | PC | GENERAL CHARITABLE PURPOSES | $16,476 |
| NH LAKES | ||||||
| 17 CHENELL DR SUITE ONE | CONCORD | NH | 03301 | PC | GENERAL CHARITABLE PURPOSES | $23,224 |
| NORTHERN STAGE | ||||||
| 74 GATES ST | WHITE RIVER JCT | VT | 05001 | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| NORTHERN WESTCHESTER HOSPITAL CENTER | ||||||
| 400 E MAIN ST | MT KISCO | NY | 10549 | PC | GENERAL CHARITABLE PURPOSES | $3,000 |
| PLANNED PARENTHOOD | ||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| RAILS TO TRAILS | ||||||
| 2121 WARD COURT NW 5TH FLOOR | WASHINGTON | DC | 20037 | PC | GENERAL CHARITABLE PURPOSES | $50 |
| RIVERKEEPER INC | ||||||
| 231 MAIN ST | HACKENSACK | NJ | 07601 | PC | GENERAL CHARITABLE PURPOSES | $250 |
| ROUNDABOUT THEATER | ||||||
| 231 WEST 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | PC | GENERAL CHARITABLE PURPOSES | $3,000 |
| THE EXPLORERS CLUB | ||||||
| 46 E 70TH ST | NEW YORK | NY | 10021 | PC | GENERAL CHARITABLE PURPOSES | $1,600 |
| THE GUIDANCE CENTER OF WESTCHESTER | ||||||
| 256 WASHINGTON ST | MT VERNON | NY | 10553 | PC | GENERAL CHARITABLE PURPOSES | $15,510 |
| THE PUBLIC THEATER | ||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | PC | GENERAL CHARITABLE PURPOSES | $100 |
| UPPER VALLEY HAVEN | ||||||
| 713 HARTFORD AVE | WHITE RIVER JCT | VT | 05001 | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| WESTCHESTER LAND TRUST | ||||||
| 403 HARRIS RD 2408 | BEDFORD | NY | 10507 | PC | GENERAL CHARITABLE PURPOSES | $250 |
| WNET THIRTEEN | ||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $345,091 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,888 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,318 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,275 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $149,481 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,481 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLAN B HUNTER ARTICLE 5TH TR(D)(1&2) CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 MIDDLE PATENT ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $212,650 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HERTZ HERSON CPA LLP | CategoryTxt |
| Amt | $7,652 | Amt |
| Net Investment Income | $3,826 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,826 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO SECTION 4942(H)(2) OF THE INTERNAL REVENUE CODE, THE FOUNDATION HEREWITH ELECTS TO TREAT THE QUALIFYING DISTRIBUTIONS FOR 2013 AS HAVING BEEN MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,336,000 | EOYBookValueAmt |
| EOYFMV | $2,376,558 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,245,260 | EOYBookValueAmt |
| EOYFMV | $5,556,893 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $251,896 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $254,536 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $231,430 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $232,857 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $7 | $7 | $0 |
| BANK FEES | $48 | $0 | $48 |
| STATUTORY ADVERTISEMENT | $85 | $0 | $85 |
| NEW YORK STATE FILING FEE | $250 | $0 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $54,164 | Amt |
| Net Investment Income | $54,164 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $160 | $160 | $0 |
| FEDERAL EXCISE TAX | $7,500 | $0 | $0 |
Comments