JON AND KAREN HUNTSMAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JON AND KAREN HUNTSMAN FOUNDATION (EIN 74-2521914)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349105591
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:26:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742521914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUNTSMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNT | BusinessNameControlTxt |
| Phone | 8015845700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 HUNTSMAN WAY | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM MUIR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6123974000 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $504,185,798 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,124,344 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,124,344 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,699,713 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $6,980,070 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,632,534 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,407,659 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,456,591 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,512,073 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,038,455 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,038,455 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $326,650 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $326,650 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,492 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,492 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,370 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $57,370 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,712,670 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,208,659 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $527,347 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,689,737 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $57,899 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,587 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,937 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $32,528 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,015 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,015 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,786 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,135,087 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,786 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,923,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,382,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,066,542 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,033,767 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,028,767 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,957,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,382,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,095,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,500,938 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,129,390 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,448,941 | CashBOYAmt |
| Cash EOY | $1,142,768 | CashEOYAmt |
| Cash EOYFMV | $1,142,768 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,849,861 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,660,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,660,110 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $88,546 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $276,539,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $322,688,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $322,688,859 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $99,679,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $146,694,061 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $146,694,061 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $436,606,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $504,185,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $504,185,798 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,373,248 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $24,742,199 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $76,273,480 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $24,742,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $78,646,728 | 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 | $411,864,331 | RetainedEarningBOYAmt |
| Retained Earning EOY | $425,539,070 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $411,864,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $425,539,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $436,606,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $504,185,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $411,864,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,500,938 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,175,677 | OtherIncreasesAmt |
| Subtotal | $425,539,070 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $425,539,070 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PORTFOLIO GAINS | P | 2022-01-01 | 2023-12-31 | $2,699,713 | $2,699,713 |
| PARTNERSHIP GAINS | P | 2022-01-01 | 2023-12-31 | $4,280,357 | $4,280,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,980,070 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $112,999 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $112,999 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $112,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $175,495 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $275,495 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $162,496 | OverpaymentAmt |
| Applied To ES Tax | $162,496 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://HUNTSMANFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | TOM MUIR | IndividualWithBooksNm |
| Phone | 8015845700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 HUNTSMAN WAY | AddressLine1Txt |
| City | SLC | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Relying Current Ntc Dsstr Asst | Yes (X) | RelyingCurrentNtcDsstrAsstInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| PETER R HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | CEO/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN H HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | CHAIR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES H HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER H HUFFMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTENA DURHAM | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | EVP/VICE CHAIR/DIRECTOR | 20.00 | $0 | $0 | $0 |
| PAUL C HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | EVP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER H PARKIN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | EVP/VICE CHAIR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK H HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | HONORARY DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID H HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | PRESIDENT/COO/DIR | 30.00 | $640,085 | $0 | $0 |
| RONALD G MOFFITT | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | SECRETARY | 1.00 | $0 | $0 | $0 |
| THOMAS E MUIR | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | VP/CFO/TREASURER | 5.00 | $398,370 | $0 | $0 |
| JON M HUNTSMAN JR | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID BURDETT | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | ASSISTANT | 40.00 | $79,864 | $0 | $0 |
| LINDA PATINO | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | ASSISTANT | 40.00 | $57,447 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JKH MANAGEMENT LLC | |||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | MANAGEMENT SERVICES | $1,746,569 |
| UBS | |||||
| 299 S MAIN STREET 2275 | SALT LAKE CITY | UT | 84111 | INVESTMENT MANAGEMENT | $1,032,006 |
| PRESCOTT CONSULTING | |||||
| 820 SUNRISE CIRCLE | CENTERVILLE | UT | 84014 | CONSULTING | $116,965 |
| DELOITTE TAX LLP | |||||
| PO BOX 844736 | DALLAS | TX | 752844736 | CONSULTING | $74,370 |
| 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 | $298,871,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,232,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $261,774,562 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $606,878,664 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $606,878,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,103,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $597,775,484 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,888,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,888,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $112,999 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $604,725 | IncomeTaxAmt |
| Total Tax | $717,724 | TotalTaxAmt |
| Distributable Before Adj | $29,171,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,271,050 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,271,050 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,095,309 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,095,309 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,271,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,506,613 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,095,309 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,506,613 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,588,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,682,354 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALL SECURE FOUNDATION INC | |||||||
| 3636 S GEYER ROAD SUITE 100 | ST LOIS | MO | 63127 | PC | GENERAL SUPPORT | $10,000 | |
| CENTER FOR A NEW AMERICAN SECURITY | |||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $40,000 | |
| CHABAD LUBAVITCH OF UTAH | |||||||
| 1760 SOUTH 1100 EAST SUITE 2A | SALT LAKE CITY | UT | 85105 | PC | GENERAL SUPPORT | $75,000 | |
| CITIZENS COMMITTEE TO SAVE OUR CANYONS | |||||||
| 3690 EAST FORT UNION SUITE 101 | COTTONWOOD HEIGHTS | UT | 84101 | PC | GENERAL SUPPORT | $10,000 | |
| COMMUNITY NURSING SERVICES FOUNDATION | |||||||
| 2830 SOUTH REDWOOD ROAD | WEST VALLEY CENTER | UT | 841195625 | PC | GENERAL SUPPORT | $2,000 | |
| DANIELLE BYRON HENRY MIGRAINE FOUNDATION | |||||||
| PO BOX 91051 | SALT LAKE CITY | UT | 84109 | PC | GENERAL SUPPORT | $25,000 | |
| DAVID ECCLES SCHOOL OF BUSINESS AT UOFU | |||||||
| 1655 EAST CAMPUS CENTER DRIVE | SALT LAKE CITY | UT | 84112 | PC | GENERAL SUPPORT | $10,000 | |
| FAMILY SUPPORT CENT OF SW UTENOCH TRAUM | |||||||
| 102 N 200 E | CEDAR CITY | UT | 84720 | PC | GENERAL SUPPORT | $25,000 | |
| FIRST PRESBYTERIAN CHURCH FOUNDATION | |||||||
| 12 C STREET | SALT LAKE CITY | UT | 84103 | PC | GENERAL SUPPORT | $15,000 | |
| FOURTH STREET CLINIC | |||||||
| 409 WEST 400 SOUTH | SALT LAKE CITY | UT | 84101 | PC | GENERAL SUPPORT | $400,000 | |
| GATEWAY FILM CENTER | |||||||
| 1550 N HIGH STREET | COLUMBUS | OH | 43201 | PC | GENERAL SUPPORT | $2,500 | |
| GREEK ORTHODOX CHURCH | |||||||
| 279 S 300 W | SALT LAKE CITY | UT | 84101 | PC | GENERAL SUPPORT | $10,000 | |
| HALE CENTRE THEATRE | |||||||
| 3333 SOUTH DECKER LAKE DRIVE | WEST VALLEY CITY | UT | 84119 | PC | GENERAL SUPPORT | $100,000 | |
| HEAL-A NEW BEGINNING FOR REFUGEES | |||||||
| W279N1908 PROSPECT AVENUE | PEWAUKEE | WI | 53072 | PC | GENERAL SUPPORT | $10,000 | |
| HELP EVERYONE LOVE PEOPLE | |||||||
| 13988 S CHAMPLIN PEAK DRIVE | HERRIMAN | UT | 84096 | PC | GENERAL SUPPORT | $15,000 | |
| HISPANIC HUMANITARIANCHANGING LIVES GLO | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | PC | GENERAL SUPPORT | $5,000 | |
| HOPE4UTAH (HOPE SQUAD) | |||||||
| 5455 RIVER RUN DR | PROVO | UT | 84604 | PC | GENERAL SUPPORT | $30,000 | |
| HUNTSMAN CANCER FOUNDATION | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | SO III FI | GENERAL SUPPORT | $5,000,000 | |
| HUNTSMAN MENTAL HEALTH INSTITUTE | |||||||
| 501 CHIPETA WAY | SALT LAKE CITY | UT | 84108 | PC | GENERAL SUPPORT | $2,050,434 | |
| HUNTSMAN WORLD SENIOR GAMES | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | PC | GENERAL SUPPORT | $300,000 | |
| INTERFAITH COMMUNITY CLINIC | |||||||
| 4242 INTERFAITH WAY | THE WOODLANDS | TX | 77381 | PC | GENERAL SUPPORT | $65,000 | |
| JAMES & BONNIE PARKIN ENDOW SCHLSHP MEDI | |||||||
| PAID UNIVERSITY OF UTAH -201 | SALT LAKE CITY | UT | 84112 | PC | GENERAL SUPPORT | $20,000 | PRESIDENTS CIRCLE |
| JARED PRESCOTT CHARITABLE TRUST | |||||||
| 820 SUNRISE CIRCLE | CENTERVILLE | UT | 84014 | PC | GENERAL SUPPORT | $100,000 | |
| JMH FAMILY COMMUNITY TRUST | |||||||
| 1611 NORTHWEST 12TH AVENUE | MIAMI | FL | 33136 | PC | GENERAL SUPPORT | $1,000,000 | |
| JUVENILE DIABETES FOUNDATION | |||||||
| 3001 METRO DRIVE STE 100 | BLOOMINGTON | MN | 55425 | PC | GENERAL SUPPORT | $25,000 | |
| LEARNING EDUCATION & ACHIEVEMENT FND | |||||||
| 5980 S DURANGO DRIVE STE 131 | LAS VEGAS | NV | 89113 | PC | GENERAL SUPPORT | $19,000 | |
| MAKE-A-WISH FOUNDATION OF UTAH | |||||||
| 771 E WINCHESTER | MURRAY | UT | 84107 | PC | GENERAL SUPPORT | $20,000 | |
| NATIONAL ABILITY CENTER | |||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | PC | GENERAL SUPPORT | $75,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW SUITE 350 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $50,000 | |
| NATIONAL COMMITTEE ON US-CHINA RELATIONS | |||||||
| 6 EAST 43RD STREET 24TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $10,000 | |
| NATIONAL MULTIPLE SCLEROSIS | |||||||
| 396 WEST IRONWOOD DRIVE | SALT LAKE CITY | UT | 84115 | PC | GENERAL SUPPORT | $10,000 | |
| NATIONAL URBAN LEAGUE | |||||||
| 80 PINE STREET - 9TH FLOOR | NEW YORK CITY | NY | 10005 | PC | GENERAL SUPPORT | $25,000 | |
| NUCLEAR THREAT INITIATIVE INC | |||||||
| PO BOX 7247 | PHILADELPHIA | PA | 84111 | PC | GENERAL SUPPORT | $10,000 | |
| OLSON-HUNTSMAN VISION FOUNDATION | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | PF | GENERAL SUPPORT | $1,005,000 | |
| OUTFEST | |||||||
| 1370 N ST ANDREWS PLACE | LOS ANGELES | CA | 90028 | PC | GENERAL SUPPORT | $10,000 | |
| ROTARY DISTRICT 5000 FND - HONOLULU HI | |||||||
| PO BOX 2784 | HONOLULU | HI | 96803 | PC | GENERAL SUPPORT | $10,000 | |
| RUN WALK N ROLL CS MOTT CHILDREN'S HOSP | |||||||
| 524 WASHINGTON ROAD | GROSSE POINTE | MI | 48230 | PC | GENERAL SUPPORT | $5,000 | |
| SCHOOL OF AMERICAN BALLET | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $15,000 | |
| SENIOR CHARITY CARE FOUNDATION | |||||||
| 1555 WEST 2200 SOUTH SUITE B | WEST VALLEY CENTER | UT | 84119 | PC | GENERAL SUPPORT | $25,000 | |
| SET FREE INDEED MINISTRY | |||||||
| 620 WEST PORT HUDSON PLAINS RD | ZACHARY | LA | 70791 | PC | GENERAL SUPPORT | $80,000 | |
| SIGMA CHI FND-HUNTSMAN LEADERSHP SUMM | |||||||
| 1714 HINMAN AVENUE | EVANSTON | IL | 60201 | PC | GENERAL SUPPORT | $500,000 | |
| SOUND SUPPORT FOUNDATION | |||||||
| 555 EAST MAIN STREET SUTIE A | AMERICAN FORK | UT | 840032488 | PC | GENERAL SUPPORT | $5,000 | |
| SOUTH DAVIS RECOVERY CLUB | |||||||
| 25 S MAIN STREET 201 | CENTERVILLE | UT | 84014 | PC | GENERAL SUPPORT | $21,000 | |
| SOUTHERN UNIVERSITY SYSTEM FOUNDATION | |||||||
| 598 HARDING BLVD | BATON ROUGE | LA | 70807 | PC | GENERAL SUPPORT | $100,000 | |
| ST VINCENT DEPAUL CENTER | |||||||
| 66 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | PC | GENERAL SUPPORT | $60,000 | |
| TATUHA INC | |||||||
| MAIN BRANCH 111 KING STREET | HONOLULU | HI | 96813 | NC | DISASTER RELIEF FOR TYPHOON MAWAR | $100,000 | |
| THE ADAMS & GLADWELL RESEARCH FOUNDATION | |||||||
| 3920 SOUTH 1100 EAST STE 150 | SALT LAKE CITY | UT | 84124 | PC | GENERAL SUPPORT | $100,000 | |
| THE ADVERTISING COUNCIL INC | |||||||
| 815 SECOND AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $5,000,000 | |
| THE JED FOUNDATION | |||||||
| 530 7TH AVENUE SUITE 801 | NEW YORK CITY | NY | 10018 | PC | GENERAL SUPPORT | $100,000 | |
| THE ROAD HOME | |||||||
| 210 SOUTH RIO GRANDE STREET | SALT LAKE CITY | UT | 84101 | PC | GENERAL SUPPORT | $30,000 | |
| THE WHARTON SCHOOL FUND | |||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | PC | GENERAL SUPPORT | $1,025,000 | |
| THIS IS THE PLACE FOUNDATION | |||||||
| 2601 E SUNNYSIDE AVE | SALT LAKE CITY | UT | 84108 | PC | GENERAL SUPPORT | $10,000 | |
| TRINITY AFRICAN METHODIST EPISCOPAL CHUR | |||||||
| 239 E 600 S | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $50,000 | |
| U OF U - UTAH SPIRIT TEAM | |||||||
| 1825 E SOUTH CAMPUS DR | SALT LAKE CITY | UT | 841120900 | PC | GENERAL SUPPORT | $25,000 | |
| UGF INSTITUTE | |||||||
| 299 S MAIN ST STE3357 | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF UTAH MEDICAL SCHOOL FINANCIAL AID | |||||||
| 201 S 1460 E RM 105 | SALT LAKE CITY | UT | 84112 | PC | GENERAL SUPPORT | $25,000 | |
| UOFU PRESIDENTIAL CHAIRS-HEALTH SCIENCES | |||||||
| PO BOX 58006 | SALT LAKE CITY | UT | 84158 | PC | GENERAL SUPPORT | $900,000 | |
| USU JMH PRES CHA-BUSINESS SCH DEAN | |||||||
| 3500 OLD MAIN HILL | LOGAN | UT | 843223500 | PC | GENERAL SUPPORT | $75,000 | |
| USU MENTAL HEALTH & COMPULSIVE BEHAVIOR | |||||||
| 1540 OLD MAIN HILL | LOGAN | UT | 84322 | PC | GENERAL SUPPORT | $30,000 | |
| UT DANCE OUTREACH | |||||||
| 10542 S WASATCH BLVD | SANDY | UT | 84092 | PC | GENERAL SUPPORT | $10,000 | |
| UTAH FOOD BANK | |||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | PC | GENERAL SUPPORT | $250,000 | |
| UTAH JOB OPPORT FND (GIANT IN OUR CITY) | |||||||
| 201 S MAIN ST STE 2300 | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $25,000 | |
| UTAH SPORTS COMMISSION FOUNDATIONGOVERN | |||||||
| 201 SOUTH MAIN ST STE 2125 | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $25,000 | |
| UTAH STATE UNIVJMH BUS SCH | |||||||
| REGISTRARS OFFICE 1600 OLD MAIN | LOGAN | UT | 843221600 | PC | GENERAL SUPPORT | $2,500,000 | HILL LOGAN UT 84322-1600 |
| UTAH STATE UNIVERSITYHARDING FUND | |||||||
| 1600 OLD MAIN HILL | LOGAN | UT | 843221600 | PC | GENERAL SUPPORT | $13,873 | |
| UTAH VALLEY UNIVERSITY-KIMBALL FUND | |||||||
| 800 WEST UNIVERSITY PARKWAY | OREM | UT | 84058 | PC | GENERAL SUPPORT | $300 | |
| UTAH VALLEY UNIVERSITY-OCAMPO FUND | |||||||
| 800 WEST UNIVERSITY PARKWAY-BURSARS | OREM | UT | 84058 | PC | GENERAL SUPPORT | $3,160 | OFFICE MS-109 |
| VOLUNTEERS OF AMERICA UTAH | |||||||
| 435 WEST BEARCAT DRIVE | SALT LAKE CITY | UT | 84115 | PC | GENERAL SUPPORT | $251,500 | |
| WAT LAO SALT LAKE BUDDHARAM | |||||||
| 7010 W PARKWAY BLVD | WEST VALLEY CITY | UT | 84128 | PC | GENERAL SUPPORT | $25,000 | |
| WATERFORD ANNUAL GIVING FUND | |||||||
| 1480 EAST 9400 SOUTH | SANDY | UT | 84093 | PC | GENERAL SUPPORT | $5,000 | |
| WORLD TRADE CENTER UTAH | |||||||
| 60 E SOUTH TEMPLE STE 300 | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,033,767 | 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 | $5,124,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,699,713 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 14 | $1,407,659 | |
| FEDERAL TAX REFUND | $1,124,875 | ||
| GRANT RECOVERIES | 01 | $100,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,231,716 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,224,875 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,456,591 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11B | FEDERAL TAX REFUNDS |
| 11C | GRANT RECOVERIES |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $74,370 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,370 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SECION 4942(H)(2) AND REGULATION SECTION 53.4942(A)-3(D)(2), TAXPAYER HEREBY ELECTS TO TREAT THE CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIUBED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS: 2017: $487,748SIGNED:_______________________________ | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SECION 4942(H)(2) AND REGULATION SECTION 53.4942(A)-3(D)(2), TAXPAYER HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIUBUIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF CORPUS. TAX YEAR 2017: $1,168,745TOTAL: $1,168,745SIGNED:_______________________________ | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| OLSON-HUNTSMAN VISION FOUNDATION | ||||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | 2023-12-08 | $1,005,000 | TO FUND CHARITABLE GRANTMAKING BY OLSON-HUNTSMAN VISION FOUNDATION. | $1,005,000 | NONE | 09/27/2024 | FOUNDATION STAFF REVIEWED THE GRANTEE'S REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). |
| OLSON-HUNTSMAN VISION FOUNDATION | ||||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | 2022-12-14 | $5,000 | TO FUND CHARITABLE GRANTMAKING BY OLSON-HUNTSMAN VISION FOUNDATION. | $5,000 | NONE | 10/5/2023 | FOUNDATION STAFF REVIEWED THE GRANTEE'S REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-A, LINE 11 - LIST OF CONTROLLED ENTITIES | FormAndLineReferenceDesc |
| Medium Explanation | FOUNDATION ENTERPRISES, LLC87-0526140500 HUNTSMAN WAYSALT LAKE CITY, UT 84108EXCESS BUSINESS HOLDING: NO | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GUAM TELECOM | $50,013,329 | $50,013,329 |
| GOLDMAN - MARKETABLE SECURITIES | $34,671,220 | $34,671,220 |
| UBS - EQUITIES 389 | $27,376,662 | $27,376,662 |
| UBS - EQUITIES 390 | $10,265,453 | $10,265,453 |
| UBS - EQUITIES 391 | $49,091,530 | $49,091,530 |
| UBS - NON-TRADITIONAL 3385 | $71,309,874 | $71,309,874 |
| UBS - NON-TRADITIONAL 3387 | $1,500,869 | $1,500,869 |
| USB - EQUITIES 3386 | $12,286,919 | $12,286,919 |
| USB - EQUITIES 3384 | $47,795,143 | $47,795,143 |
| UBS - EQUITIES 5223 | $1,034,595 | $1,034,595 |
| UBS - EQUITIES 2645 | $2,342,470 | $2,342,470 |
| UBS - FIXED INCOME 2646 | $8,913,059 | $8,913,059 |
| UBS - FIXED INCOME 2648 | $6,087,736 | $6,087,736 |
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 | $146,694,061 | BookValueAmt |
| EOYFMV | $146,694,061 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,492 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,492 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICERS LIABILITY INSURANCE | $10,000 | $0 | $10,000 |
| OFFICE EXPENSE | $1,970 | $0 | $1,970 |
| PARTNERSHIP EXPENSE | $0 | $4,135,087 | $0 |
| BANK FEES | $1,296 | $0 | $1,296 |
| UMBRELLA INSURANCE | $7,520 | $0 | $7,520 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $1,407,659 | $1,407,659 | $1,407,659 |
| FEDERAL TAX REFUND | $1,124,875 | $1,124,875 | |
| GRANT RECOVERIES | $100,000 | $100,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $31,175,674 |
| PRIOR PERIOD ADJUSTMENTS | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $122,545 | $0 | $122,545 |
| MANAGEMENT FEES | $381,465 | $0 | $404,802 |
| INVESTMENT MANAGEMENT FEES | $1,208,660 | $1,208,659 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES AND FEES | $32,528 | $0 | $32,528 |
| PARTNERSHIP FOREIGN TAXES | $22,559 | $38,937 | $0 |
| STATE INCOME TAX EXPENSE | $500 | $0 | $0 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION ENTERPRISES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 HUNTSMAN WAY | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870526140 | EIN |
| Desc | CASH CONTRIBUTION TO FOUNDATION ENTERPRISES LLC. | Desc |
| Amt | $866,250 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,250 | TotalAmt |