BETA

HUNTER FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HUNTER FOUNDATION (EIN 13-6094021)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-24
IRS object ID
202512979349100626
Schema version
2024v5.2
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)
Return2025-10-24T13:38:17-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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 TitleTRUSTEEPersonTitleTxt
Phone2126867160PhoneNum
Signature2025-10-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN J GLOZNEKPreparerPersonNm
PTINP00106849PTIN
Phone2126867160PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,415,123FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$63,377ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13,967InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13,967InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$192,290DividendsRevAndExpnssAmt
Dividends Net Invst Incm$192,290DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$134,016NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,665,899GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$134,016CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$403,650TotalRevAndExpnssAmt
Total Net Invst Incm$340,273TotalNetInvstIncmAmt
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$9,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,625AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,625AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$65,916OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$65,916OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,375TaxesRevAndExpnssAmt
Taxes Net Invst Incm$171TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$476OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$71OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$405OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77,017TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$70,783TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,030TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$388,734ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$388,734ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$465,751TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$70,783TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$393,764TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$62,101ExcessRevenueOverExpensesAmt
Net Investment Income$269,490NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$86,233CashBOYAmt
Cash EOY$95,864CashEOYAmt
Cash EOYFMV$95,864CashEOYFMVAmt
Sav And Temp Cash Invst BOY$784,723SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$258,543SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$258,543SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$27AcctRcvblAmt
Acct Rcvbl EOY$27AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$27AcctRcvblEOYFMVAmt
US Government Obligations BOY$234,619USGovernmentObligationsBOYAmt
US Government Obligations EOY$418,978USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$421,571USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,009,401CorporateStockBOYAmt
Corporate Stock EOY$2,863,960CorporateStockEOYAmt
Corporate Stock EOYFMV$6,248,874CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,967,793CorporateBondsBOYAmt
Corporate Bonds EOY$3,383,296CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,390,244CorporateBondsEOYFMVAmt
Total Assets BOY$7,082,769TotalAssetsBOYAmt
Total Assets EOY$7,020,668TotalAssetsEOYAmt
Total Assets EOYFMV$10,415,123TotalAssetsEOYFMVAmt
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$7,082,769RetainedEarningBOYAmt
Retained Earning EOY$7,020,668RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,082,769TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,020,668TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,082,769TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,020,668TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,082,769TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$62,101ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,020,668SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,020,668TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICALLY TRADED SECURITIES - SHORT TERM$316,129$336,298-$20,169-$20,169
PUBLICALLY TRADED SECURITIES - LONG TERM$2,199,770$2,045,585$154,185$154,185
US TSY NOTE$150,000$150,000$0$02022-04-282024-04-30
FieldValueIRS element (for citing)
Capital Gain Net Income$134,016CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,746InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,746SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,746TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,054OverpaymentAmt
Applied To ES Tax$3,054AppliedToESTaxAmt
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$65,916CompensationAmt
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$9,897,912AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$347,512AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,245,424TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,245,424AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$153,681CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,091,743NetVlNoncharitableAssetsAmt
Minimum Investment Return$504,587MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$504,587MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,746TaxBasedOnInvestmentIncomeAmt
Total Tax$3,746TotalTaxAmt
Distributable Before Adj$500,841DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$500,841DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$500,841DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$393,764ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$393,764QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$500,841DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$609,274ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$265,159ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$147,664ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,022,097TotalExcessDistributionCyovAmt
Qualifying Distributions$393,764QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$393,764AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$107,077ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$107,077ExcessDistributionCyovAppCYAmt
Total Corpus$915,020TotalCorpusAmt
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$915,020ExcessDistriCyovToNextYrAmt
Excess From Year3$502,197ExcessFromYear3Amt
Excess From Year2$265,159ExcessFromYear2Amt
Excess From Year1$147,664ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACCESS SUPPORTS FOR LIVING INC
256 WASHINGTON STMOUNT VERNONNY10553PCGENERAL CHARITABLE PURPOSES$5,000
AMERICAN MUSEUM OF FLYING FISH
470 MAIN STMANCHESTERVT05254PCGENERAL CHARITABLE PURPOSES$1,000
AMERICAN MUSEUM OF NATURAL HISTORY
200 CENTRAL PARK WESTNEW YORKNY10024PCGENERAL CHARITABLE PURPOSES$525
ASCUTNEY OUTDOORS
449 SKI TOW RDBROWNSVILLEVT05037PCGENERAL CHARITABLE PURPOSES$250
AUSBON SARGENT
71 PLEASANT STNEW LONDONNH03257PCGENERAL CHARITABLE PURPOSES$500
BEDFORD 2030
68 BEDFORD ROADKATONAHNY10536PCGENERAL CHARITABLE PURPOSES$500
BEDFORD FIRE DEPARTMENT
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$1,000
BRADY FAITH CENTER
404 SOUTH AVESYRACUSENY13204PCGENERAL CHARITABLE PURPOSES$500
COLUMBIA CHILDREN'S HOSPITAL
615 W 131ST STREETNEW YORKNY10027PCGENERAL CHARITABLE PURPOSES$1,000
COMMUNITY FOOD BANK OF NJ
31 EVANS TERMINALHILLSIDENJ07205PCGENERAL CHARITABLE PURPOSES$1,046
COVENANT HOUSE
5 PENN PLAZA 3RD FLNEW YORKNY10001PCGENERAL CHARITABLE PURPOSES$500
DAMON RUNYON CANCER RESEARCH FOUNDATION
55 BROADWAYNEW YORKNY10006PCGENERAL CHARITABLE PURPOSES$6,254
DARTMOUTH CLASS OF 1983
20 NORTH MAIN STHANOVERNH03755PCGENERAL CHARITABLE PURPOSES$200
DARTMOUTH COLLEGE TRUSTEES OF
7 LEBANON STREET STE 312 6015HANOVERNH03755PCGENERAL CHARITABLE PURPOSES$1,400
DARTMOUTH HEALTH GIVING
100 HITCHCOCK WAYMANCHESTERNH03104PCGENERAL CHARITABLE PURPOSES$2,800
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006PCGENERAL CHARITABLE PURPOSES$1,000
FEEDING WESTCHESTER
200 CLEARBROOK RDELMSFORDNY10523PCGENERAL CHARITABLE PURPOSES$1,500
FOREST SOCIETY OF NH
54 PORTSMOUTH STREETCONCORDNH03301PCGENERAL CHARITABLE PURPOSES$500
FRIENDS OF PUBLIC RADIO ARIZONA
2323 WEST 14TH STTEMPEAZ85281PCGENERAL CHARITABLE PURPOSES$250
FRIENDS OF THE NEWBURY PUBLIC LIBRARY
PO BOX 245NEWBURYNH03255PCGENERAL CHARITABLE PURPOSES$500
FRIENDS OF THE TRAILSIDE MUSEUM
PO BOX 236CROSS RIVERNY10518PCGENERAL CHARITABLE PURPOSES$100
GALVANIZE USA
1 MEADOWLANDS PLAZAEAST RUTHERFORDNJ07073PCGENERAL CHARITABLE PURPOSES$1,000
HOPKINS CENTER
8100 WASHINGTON LNWYNCOTEPA19095PCGENERAL CHARITABLE PURPOSES$10,000
INNER CITY
1011 1ST AVE SUITE 1800NEW YORKNY10022PCGENERAL CHARITABLE PURPOSES$5,000
JACOB BURNS FILM CENTER
364 MANVILLE RDPLEASANTVILLENY10570PCGENERAL CHARITABLE PURPOSES$140
JOHN HAY ESTATE AT THE FELLS
PO BOX 276NEWBURYNH03255PCGENERAL CHARITABLE PURPOSES$1,000
MAGIC BOX PRODUCTIONS INC
444 BEDFORD RDPLEASANTVILLENY10570PCGENERAL CHARITABLE PURPOSES$1,000
THE MARYLAND ZOO
1 SAFARI PLACEBALTIMOREMD21217PCGENERAL CHARITABLE PURPOSES$1,000
MASTERVOICES INC NEW YORK
1441 BROADWAY 3024NEW YORKNY10018PCGENERAL CHARITABLE PURPOSES$5,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065PCGENERAL CHARITABLE PURPOSES$500
METROPOLITAN MUSEUM
1000 5TH AVENEW YORKNY10028PCGENERAL CHARITABLE PURPOSES$600
MIANUS RIVER GORGE
167 MIANUS RIVER RDBEDFORDNY10506PCGENERAL CHARITABLE PURPOSES$500
MUSEUM OF MODERN ART
11 W 53RD STNEW YORKNY10019PCGENERAL CHARITABLE PURPOSES$380
NEIGHBORS LINK
27 COLUMBUS AVEMT KISCONY10549PCGENERAL CHARITABLE PURPOSES$2,500
NEW HAMPSHIRE LAKES
17 CHENELL DRIVE STE 1CONCORDNH03301PCGENERAL CHARITABLE PURPOSES$3,500
NEW LONDON BARN PLAYHOUSE
84 MAIN STNEW LONDONNH03257PCGENERAL CHARITABLE PURPOSES$1,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023PCGENERAL CHARITABLE PURPOSES$3,000
NEW YORK THEATRE WORKSHOP
79 E 4TH STNEW YORKNY10003PCGENERAL CHARITABLE PURPOSES$44,725
NO KIDS HUNGRY
1030 15TH STWASHINGTONDC20005PCGENERAL CHARITABLE PURPOSES$1,500
NORTHERN WESTCHESTER HOSPITAL
400 E MAIN STMT KISCONY10549PCGENERAL CHARITABLE PURPOSES$3,000
PEDAL FOR JACK
7272 GREENVILLE AVEDALLASTX75231PCGENERAL CHARITABLE PURPOSES$200
THE PINE PARK ASSOCIATION
PO BOX 416HANOVERNH03755PCGENERAL CHARITABLE PURPOSES$500
PLANNED PARENTHOOD
26 BLEECKER STNEW YORKNY10012PCGENERAL CHARITABLE PURPOSES$2,500
PLAYWRIGHTS HORIZONS
416 W 42ND STNEW YORKNY10036PCGENERAL CHARITABLE PURPOSES$4,250
PRIMARY STAGES
520 8TH AVE 312NEW YORKNY10018PCGENERAL CHARITABLE PURPOSES$500
RAILS TO TRAILS CONSERVATORY
2121 WARD COURT NW 5TH FLOORWASHINGTONDC20037PCGENERAL CHARITABLE PURPOSES$120
RIVERKEEPER INC
231 MAIN STHACKENSACKNJ07601PCGENERAL CHARITABLE PURPOSES$250
SOUTH BRONX UNITED
814 RIVER AVEBRONXNY10451PCGENERAL CHARITABLE PURPOSES$500
SYMPHONY SPACE
2537 BROADWAYNEW YORKNY10025PCGENERAL CHARITABLE PURPOSES$250
UPPER VALLEY HAVEN
713 HARTFORD AVEWHITE RIVER JCTVT05001PCGENERAL CHARITABLE PURPOSES$500
US ROWING FOUNDATION
252 NASSAU STPRINCETONNJ08542PCGENERAL CHARITABLE PURPOSES$13,519
WESTCHESTER LAND TRUST
403 HARRIS RD 2408BEDFORDNY10507PCGENERAL CHARITABLE PURPOSES$250
WORLD CENTER KITCHEN
PO BOX 96538WASHINGTONDC20090PCGENERAL CHARITABLE PURPOSES$1,000
JEWISH COMMUNAL FUND
277 PARK AVENEW YORKNY10172PCGENERAL CHARITABLE PURPOSES$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$388,734TotalGrantOrContriPdDurYrAmt
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$13,967ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$192,290ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$134,016ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$340,273ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$340,273TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLAN B HUNTER ARTICLE 5TH TR (D)(1&2)BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1236 MIDDLE PATENT RDAddressLine1Txt
CityBEDFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10506ZIPCd
FieldValueIRS element (for citing)
Total Contributions$63,377TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHERTZ HERSON CPA LLPCategoryTxt
Amt$9,250Amt
Net Investment Income$4,625NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,625DisbursementsCharitablePrpsAmt

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 (36 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF NOVA SCOTIA NOTE 1.450% 1/10/2025$99,933$99,910
CANADIAN IMP BANK COMM NOTE 3.300% 4/07/2025$99,946$99,622
CINTAS CORP NOTE 3.450% 5/01/2025$99,978$99,529
TOYOTA MOTOR CREDIT CORP MTN 3.950% 6/30/2025$84,919$84,708
JOHN DEERE CAPITAL CORP MTN 4.050% 9/08/2025$84,958$84,714
WALMART INC NOTE 3.900% 9/09/2025$84,941$84,702
HOME DEPOT INC NOTE 4.000% 9/15/2025$84,851$84,714
WESTPAC BANKING CORP 5.512% 11/17/2025$90,000$90,738
INTEL CORP 4.875% 2/10/2026$90,000$90,022
PEPSICO INC 4.550% 2/13/2026$90,027$90,198
APPLE INC 4.421% 5/08/2026$85,018$84,901
PFIZER INVESTMENT ENT 4.450% 5/19/2026$89,895$89,864
SOUTHERN CAL EDISON 4.900% 7/17/2026$89,901$90,149
MORGAN STANLEY NOTE CALL 4.679% 7/17/2026$85,105$84,909
INTUIT INC 5.250% 9/15/2026$89,919$90,950
THERMO FISCHER SCIENTIFIC 5.000% 12/05/2026$89,938$90,859
BANK OF MONTREAL 5.266% 12/11/2026$95,000$96,095
ENTERPRISE PRODUCTS OPER 4.600% 1/11/2027$94,820$95,024
ELI LILLY & CO 4.500% 2/9/2027$94,950$95,225
BRISTOL-MYERS SQUIBB CO 4.900% 2/22/2027$94,897$95,798
ASTRAZENECA FINANCE LLC 4.800% 2/26/2027$94,840$95,557
CISCO SYSTEMS INC 4.800% 2/26/2027$94,876$95,694
ABBVIE INC 4.800% 3/15/2027$94,866$95,544
STATE STREET CORP 4.993% 3/18/2027$100,102$100,832
HORMEL FOODS CORP 4.800% 3/30/2027$99,903$100,441
TORONTO-DOMINION BANK 4.980% 4/5/2027$100,000$100,345
UNILEVER CAPITAL CORP 4.250% 8/12/2027$99,819$99,416
NATIONAL RURAL UTIL COOP 4.120% 9/16/2027$100,000$98,653
ROYAL BANK OF CANADA 4.510% 10/18/2027$100,000$99,619
BP CAP MARKETS AMERICA 5.017% 11/17/2027$100,000$101,097
MASTERCARD INC 4.100% 1/15/2028$99,945$98,916
PNC FINANCIAL SERVICES 5.300% 1/21/2028$95,000$95,815
JPMORGAN CHASE & CO 4.505% 10/22/2028$100,000$99,116
AMERICAN HONDA FINANCE 4.950% 1/9/2026$94,986$95,167
CATERPILLAR FINL SERVICES 5.050% 2/27/2026$94,978$95,659
DTE ELECTRIC CO 4.850% 12/1/2026$94,985$95,742

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1305 SHS ALPHABET INC CLASS C$46,070$248,524
2475 SHS AMAZON.COM INC$210,597$542,990
1418 SHS APPLE INC$12,292$355,095
170 SHS ASML HOLDING NV NY REG SHS 2012$14,188$117,824
561 SHS CDW CORP$38,387$97,636
1730 SHS CHURCH & DWIGHT CO INC$74,706$181,148
695 SHS DANAHER CORP$81,804$159,537
247 SHS ELI LILLY & CO$79,784$190,684
1050 SHS EOG RESOURCES$89,029$128,709
3925 SHS EQT CORP$152,368$180,982
1775 SHS FISERV INC$99,023$364,620
3165 SHS GXO LOGISTICS INCORPORATED$175,038$137,678
430 SHS HOME DEPOT INC$132,177$167,266
255 SHS INTUIT INC$50,382$160,268
1035 SHS JP MORGAN CHASE & CO$56,354$248,100
900 SHS LENNAR CORP CL A$89,768$122,733
380 SHS MASTERCARD INC$140,481$200,097
1625 SHS MICROSOFT CORP$187,947$684,938
435 SHS MOTOROLA SOLUTIONS INC$29,957$201,070
2470 SHS NEXTERA ENERGY INC$150,064$177,074
2250 SHS NVIDIA CORP$30,650$302,152
500 SHS PROGRESSIVE CORP$53,347$119,805
305 SHS ROPER TECHNOLOGIES INC$48,477$158,554
219 SHS THERMO FISHER SCIENTIFIC INC$109,666$113,930
1135 SHS TRANSUNION$36,561$105,226
265 SHS UNITEDHEALTH GROUP INC$69,605$134,053
1300 SHS ABBOTT LABORATORIES$138,020$147,043
2350 SHS ASTRAZENECA PLC SPONS ADR$149,312$153,972
540 SHS BROADCOM INC$124,610$125,193
1300 SHS THE COOPER COS INC$117,708$119,509
175 SHS META PLATFORMS INC CL A$75,588$102,464

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$248,978USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$251,668USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$170,000StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$169,903StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WIRE TRANSFER FEES$30$0$30
STATUTORY ADVERTISEMENT$125$0$125
NEW YORK STATE FILING FEES$250$0$250
ADR FEES$71$71$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$65,916Amt
Net Investment Income$65,916NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$171$171$0
FEDERAL EXCISE TAX$1,204$0$0

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