JAMES H AND IRENE M HUNTER: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JAMES H AND IRENE M HUNTER (EIN 35-6867332)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-02
IRS object ID
202021849349101422
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-02T13:25:41-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 SUMMER STREET SUITE 520AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356867332EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES H AND IRENE M HUNTERBusinessNameLine1Txt
Business Name Line2CHARITABLE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone6172798052PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1RIDGEWAY PTRS 10 POST OFFICE SQAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN W HUNNEWELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172798052PhoneNum
Signature2020-07-02SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJILL RYANPreparerPersonNm
PTINP00368179PTIN
Phone6172368098PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$218,764DividendsRevAndExpnssAmt
Dividends Net Invst Incm$218,764DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,976NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,187,284GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,976CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$264,740TotalRevAndExpnssAmt
Total Net Invst Incm$264,740TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,895CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,723CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$8,172CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,872LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,872LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$38,410OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,164OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$29,246OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,140TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,140TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$70,852TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,434TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$37,418TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,468,890ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,468,890ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,539,742TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,434TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,506,308TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,275,002ExcessRevenueOverExpensesAmt
Net Investment Income$231,306NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,306CashBOYAmt
Corporate Bonds BOY$7,512,609CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Total Assets BOY$7,546,915TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,546,915NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$0NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,546,915TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,546,915TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,546,915TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,275,002ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,271,913SubtotalAmt
Other Decreases$3,271,913OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIRST REPUBLICP2018-12-312019-12-31$892,452$878,204$14,248$14,248
FIRST REPUBLICP2018-12-312019-12-31$4,294,832$4,263,104$31,728$31,728
FieldValueIRS element (for citing)
Capital Gain Net Income$45,976CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$277,179AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,858,473NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040414DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,808,792AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,527,189NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.399781DistributionYr2Rt
Adjusted Qlfy Distri Yr3$491,539AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,280,208NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043575DistributionYr3Rt
Adjusted Qlfy Distri Yr4$662,589AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,454,789NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057844DistributionYr4Rt
Adjusted Qlfy Distri Yr5$822,960AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,700,214NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070337DistributionYr5Rt
Total Distribution0.611951TotalDistributionRt
Average Distribution0.122390AverageDistributionRt
Net Vl Noncharitable Assets$5,643,745NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$690,738AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,313NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$693,051AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,506,308QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,313InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,313SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,313TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,455EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,455TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$13,142OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$13,142RefundAmt

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 EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN HUNNEWELL CO RIDGEWAY PARTNERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172798052PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 POST OFFICE SQUARE 960NAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
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/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DURANT A HUNTER
C/O RIDGEWAY PARTNERS LLC 10 POSTOFFICE SQUARE 960BOSTONMA02109TRUSTEE1.00$5,734$0$0
SUSAN W HUNNEWELL
C/O RIDGEWAY PARTNERS LLC 10 POSTOFFICE SQUARE 960BOSTONMA02109TRUSTEE5.00$5,161$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$5,479,542AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$250,148AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,729,690TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,729,690AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$85,945CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,643,745NetVlNoncharitableAssetsAmt
Minimum Investment Return$282,187MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$282,187MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,313TaxBasedOnInvestmentIncomeAmt
Total Tax$2,313TotalTaxAmt
Distributable Before Adj$279,874DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$279,874DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$279,874DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,506,308ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,506,308QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,313PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,503,995AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$279,874DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$2,991,793ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,991,793TotalExcessDistributionCyovAmt
Qualifying Distributions$4,506,308QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$279,874AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,226,434RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,218,227TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$7,218,227CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BERKSHIRE TACONIC COMMUNITY FOUNDATION
800 NORTH MAIN STREETSHEFFIELDMA01257NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$1,500,000
DORSET THEATRE FESTIVAL
PO BOX 510DORSETVT05251NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$265,000
NATURE CONSERVATORY
575 STONE CUTTERS WAYMONTPELIERVT05602NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$125,000
SOUTHERN VERMONT COLLEGE
897 MONUMENT AVEBENNINGTONVT05201NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$175,000
THE HUNTER CHARITABLE DONER ADVISED FUND
PO BOX 770001CINCINNATIOH45277NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION OF REMAINING ASSETS$2,403,890
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,468,890TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$218,764ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$45,976ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$264,740ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$264,740TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,500Amt
Net Investment Income$8,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HUNTER CHARITABLE DONER ADVISED FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 770001AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45277ZIPCd
FieldValueIRS element (for citing)
Short ExplanationREMAINING ASSETS TRANSFERRED TO THE HUNTER CHARITABLE DONER ADVISED FUNDShortExplanationTxt
Dissolution$2,403,890DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationREMAINING ASSETS TRANSFERRED TO THE HUNTER CHARITABLE DONER ADVISED FUNDExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,872LegalFeesAmt
Net Investment Income$2,872NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDISSOLUTIONDesc
Amt$3,271,913Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE CHARGESDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$35NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGMENT FEES$9,164$9,164$0
CHARITABLE ADMIN.SERVICES$29,246$0$29,246

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONWEALTH OF MA$140$140$0
US TREASURY$10,000$10,000$0

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