HUNDT FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: HUNDT FAMILY FOUNDATION INC (EIN 52-2236016)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-08-13
IRS object ID: 202522259349100102
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-13T07:14:05-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	872525370	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CITRIN COOPERMAN ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 BETHESDA METRO CENTER SUITE 910	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20814	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522236016	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HUNDT FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HUND	BusinessNameControlTxt
Phone	3019135919	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6416 BROOKSIDE DRIVE	AddressLine1Txt
City	CHEVY CHASE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20815	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ELIZABETH HUNDT	PersonNm
Person Title	VP & SECRETARY	PersonTitleTxt
Phone	3019135919	PhoneNum
Signature	2025-08-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SETH C ALLEN	PreparerPersonNm
PTIN	P01390689	PTIN
Phone	3016549000	PhoneNum
Preparation	2025-08-09	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,215,295	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	$450,108	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$96,993	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$96,993	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$152,265	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,225,184	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$152,265	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$699,366	TotalRevAndExpnssAmt
Total Net Invst Incm	$249,258	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	$7,508	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$7,508	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$29,677	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$29,677	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$845	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$845	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$34	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$34	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$38,064	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$30,556	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$7,508	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$197,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$197,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$235,064	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$30,556	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$204,508	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$464,302	ExcessRevenueOverExpensesAmt
Net Investment Income	$218,702	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$13,403	SavAndTempCashInvstBOYAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$395,722	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$399,683	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$3,264,428	CorporateStockBOYAmt
Corporate Stock EOY	$3,206,571	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,752,488	CorporateStockEOYFMVAmt
Other Investments BOY	$2,574	OtherInvestmentsBOYAmt
Other Investments EOY	$60,630	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$63,124	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$2,194	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$3,282,599	TotalAssetsBOYAmt
Total Assets EOY	$3,662,923	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,215,295	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$2,133	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,133	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	$3,282,599	RetainedEarningBOYAmt
Retained Earning EOY	$3,660,790	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,282,599	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,660,790	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,282,599	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,662,923	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,282,599	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$464,302	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$3,746,901	SubtotalAmt
Other Decreases	$86,111	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,660,790	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$1,225,184	GrossSalesPriceAmt
Cost Or Other Basis	$1,072,919	CostOrOtherBasisAmt
Gain Or Loss	$152,265	GainOrLossAmt
Gains Minus Excess Or Losses	$152,265	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$152,265	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,040	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,040	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$3,040	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,898	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	$1,898	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$1,142	TaxDueAmt

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	MD	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	THE FOUNDATION	IndividualWithBooksNm
Phone	3019135919	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	6416 BROOKSIDE DRIVE	AddressLine1Txt
City	CHEVY CHASE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20815	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 (4 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
REED E HUNDT
6416 BROOKSIDE DRIVE	CHEVY CHASE	MD	20815	PRESIDENT	0.50	$0	$0	$0
ELIZABETH KATZ-HUNDT
6416 BROOKSIDE DRIVE	CHEVY CHASE	MD	20815	V/P & SECRETARY	1.00	$0	$0	$0
ADAM HUNDT
33 ESTRELLA AVENUE	PIEDMONT	CA	94611	DIRECTOR	0.50	$0	$0	$0
WILLIAM G YOUNG
7108 WILSON LANE	BETHESDA	MD	20817	TREASURER	0.50	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
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	$4,636,193	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$10,241	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$31,602	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,678,036	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,678,036	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$70,171	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,607,865	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$230,393	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$230,393	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,040	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,040	TotalTaxAmt
Distributable Before Adj	$227,353	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$227,353	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$227,353	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$204,508	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$204,508	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$227,353	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$43,984	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$4,434	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$48,418	TotalExcessDistributionCyovAmt
Qualifying Distributions	$204,508	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$204,508	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$22,845	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$22,845	ExcessDistributionCyovAppCYAmt
Total Corpus	$25,573	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	$25,573	ExcessDistriCyovToNextYrAmt
Excess From Year3	$21,139	ExcessFromYear3Amt
Excess From Year1	$4,434	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	REED E HUNDT	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ALLIANT EDUCATION FUND
10455 POMERADO ROAD	SAN DIEGO	CA	92131	N/A	PC	GENERAL SUPPORT	$1,000
COALITION FOR GREEN CAPITAL
1875 CONNECTICUT AVENUE NW	WASHINGTON	DC	20009	N/A	PC	GENERAL SUPPORT	$25,000
CONSUMERS FOR DENTAL CHOICE
727 15TH STREET NW SUITE 701	WASHINGTON	DC	20005	N/A	PC	GENERAL SUPPORT	$5,000
FIRST AMENDMENT COALITION
534 4TH STREET SUITE B	SAN RAPHAEL	CA	94901	N/A	PC	GENERAL SUPPORT	$1,000
NATIONAL CATHEDRAL SCHOOL
3612 WOODLEY ROAD NW	WASHINGTON	DC	20016	N/A	PC	GENERAL SUPPORT	$7,500
VASSAR COLLEGE CLASS OF 1969
124 RAYMOND AVENUE	POUGHKEEPSIE	NY	12604	N/A	PC	GENERAL SUPPORT	$1,500
YALE UNIVERSITY
PO BOX 208215	NEW HAVEN	CT	06520	N/A	PC	GENERAL SUPPORT	$50,000
PRO PUBLICA
155 AVENUE OF THE AMERICAS 13TH	NEW YORK	NY	10013	N/A	PC	GENERAL SUPPORT	$30,000	FLOOR
UNIVERSITY OF HAWAII
1810 UNIVERSITY AVENUE SUITE 300	HONOLULU	HI	96822	N/A	PC	GENERAL SUPPORT	$70,000
ELIZABETHIAN CLUB OF YALE UNIVERSITY
459 COLLEGE STREET	NEW HAVEN	CT	06511	N/A	PC	GENERAL SUPPORT	$5,000
THE AMERICAN PROSPECT
1225 I STREET NW SUITE 600	WASHINGTON	DC	20005	N/A	PC	GENERAL SUPPORT	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$197,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$96,993	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$152,265	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$249,258	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$249,258	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 Person	REED E HUNDT	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	6416 BROOKSIDE DRIVE	AddressLine1Txt
City	CHEVY CHASE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20815	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$450,108	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	2,324 SHARES OF INVESCO DB AGRICULTURE FD ETF	$64,677	2024-12-18
1	497 SHARES OF VANGUARD DIVIDEND APPRECIATION ETF	$97,432	2024-12-18
1	179 SHARES OF VANGUARD DIVIDEND APPRECIATION ETF	$35,091	2024-12-19
1	1,270 SHARES OF VANGUARD DIVIDEND APPRECIATION ETF	$252,908	2024-12-24

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	RETURN PREPARATION AND TAX COMPLIANCE	CategoryTxt
Amt	$7,508	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$7,508	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
COMMON STOCKS	$893,503	$1,380,119
EXCHANGE-TRADED & CLOSED-END FUNDS	$2,244,250	$3,303,551
MUTUAL FUNDS	$68,818	$68,818

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$395,722	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$399,683	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	PARTNERSHIP INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$60,630	BookValueAmt
EOYFMV	$63,124	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DUE FROM BROKER	Desc
BOY Book Value	$2,194	BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUSTMENT TO REFLECT DONATED STOCK AT TAX BASIS	Desc
Amt	$86,111	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	PASSTHROUGH K-1 EXPENSES	Desc
Revenue And Expenses Per Books	$34	RevenueAndExpensesPerBooksAmt
Net Investment Income	$34	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	BANK OVERDRAFT	Desc
BOY Book Value	$0	BOYBookValueAmt
EOY Book Value	$2,133	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$29,677	Amt
Net Investment Income	$29,677	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX	CategoryTxt
Amt	$845	Amt
Net Investment Income	$845	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt