JON AND KAREN HUNTSMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JON AND KAREN HUNTSMAN FOUNDATION (EIN 74-2521914)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349102973
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:44:01-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TOM | PersonFirstNm |
| Person Last | MUIR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $574,339,650 | 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 | $10,642,371 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,642,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,613,503 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $19,004,968 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,437 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,112,577 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $68,260,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,759,916 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $567,214 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $567,214 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,185 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,185 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $41,695 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $41,695 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,184,181 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $642,816 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $522,948 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,310,051 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $341,439 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,281,964 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $82,162 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $27,565 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,553 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,553 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,134 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,134 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $106,518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,920,026 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $121,449 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,572,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,645,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,703,182 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,806,366 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,806,366 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,378,861 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,645,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,509,548 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,881,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,114,912 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,476,029 | CashBOYAmt |
| Cash EOY | $4,037,508 | CashEOYAmt |
| Cash EOYFMV | $4,037,508 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $344,418,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $318,982,616 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $318,982,616 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $445,687 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl BOY | $620,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $113,674,725 | CorporateStockBOYAmt |
| Corporate Stock EOY | $183,234,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $183,234,338 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $159,084,344 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,577,208 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,577,208 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $507,980 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $507,980 | LandEOYAmt |
| Land EOYFMV | $507,980 | LandEOYFMVAmt |
| Total Assets BOY | $622,718,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $574,339,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $574,339,650 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,118,221 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $42,646 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $120,000,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $60,120,838 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $121,118,221 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,163,484 | 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 | $501,600,755 | RetainedEarningBOYAmt |
| Retained Earning EOY | $514,176,166 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $501,600,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $514,176,166 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $622,718,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $574,339,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $501,600,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,881,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $533,482,205 | SubtotalAmt |
| Other Decreases | $19,306,039 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $514,176,166 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PORTFOLIO GAINS | P | 2019-01-01 | 2020-12-31 | $8,641,132 | $8,641,132 |
| PARTNERSHIP GAINS | P | 2019-01-01 | 2020-12-31 | $10,363,836 | $10,363,836 |
| DISPOSITION OF AMPAC | P | 2019-01-01 | 2020-12-31 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,004,968 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $390,797 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $390,797 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $390,797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $542,930 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $250,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $792,930 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $402,133 | OverpaymentAmt |
| Applied To ES Tax | $402,133 | 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 | N/A | 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 |
| 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 |
| 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 |
| MARY ANNE 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/DIRECTOR | 1.00 | $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/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 | $420,234 | $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 | 1.00 | $146,980 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM BAILEY | PersonNm |
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) |
|---|---|---|
| Title | ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,185 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| 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 | $1,064,764 |
| UBS | |||||
| 299 S MAIN STREET 2275 | SALT LAKE CITY | UT | 84111 | INVESTMENT MANAGEMENT | $503,109 |
| GOLDMAN SACHS | |||||
| 222 SOUTH MAIN STREET | SALT LAKE CITY | UT | 84101 | INVESTMENT MANAGEMENT | $112,041 |
| PRESCOTT CONSULTING | |||||
| 820 SUNRISE CIRCLE | CENTERVILLE | UT | 84014 | CONSULTING | $100,000 |
| 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 | $178,176,585 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $286,636,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $88,583,273 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $553,396,376 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $41,250,000 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $512,146,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,682,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $504,464,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,223,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,223,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $390,797 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,304,548 | IncomeTaxAmt |
| Total Tax | $8,695,345 | TotalTaxAmt |
| Distributable Before Adj | $16,527,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,527,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,527,864 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,509,548 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $507,980 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $28,017,528 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,017,528 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,527,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,480,558 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Total For Prior Years | $487,748 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,017,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,480,558 | AppliedToYear1Amt |
| Applied To Prior Years | $487,748 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,049,222 | 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 | $14,478,642 | 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 (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALPINE ACADEMY | |||||||
| 5001 FOREST VIEW AVENUE | ROCKFORD | IL | 61108 | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN ACADEMY OF DIPLOMACY | |||||||
| 1200 18TH STREET NW SUITE 902 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN INDIAN SERVICES | |||||||
| 3115 EAST LION LANE SUITE 320 | COTTONWOOD HEIGHTS | UT | 84121 | PC | GENERAL SUPPORT | $10,000 | |
| AUTISM SERVICE DOGS OF AMERICA | |||||||
| 20340 SOUTHWEST BOONES FERRY ROAD | TUALATIN | OR | 97062 | PC | GENERAL SUPPORT | $25,000 | SUITE A |
| BARLOW BALLET THEATRE | |||||||
| 564 W 700 S | PLEASANT GROVE | UT | 84062 | PC | GENERAL SUPPORT | $15,000 | |
| BYU MELVIN J BALLARD CENTER | |||||||
| D-346 ASB | PROVO | UT | 84602 | PC | GENERAL SUPPORT | $100,000 | |
| CACHE VALLEY FOR HOPE CANCER FOUNDATION | |||||||
| 135 SOUTH MAIN | LOGAN | UT | 84321 | PC | GENERAL SUPPORT | $40,000 | |
| CARDIOVASCULAR FOUNDATION OF SE TEXAS | |||||||
| 2680 MCFADDIN STREET | BEAUMONT | TX | 77702 | PC | GENERAL SUPPORT | $30,000 | |
| CARNEGIE HALL | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $25,000 | |
| CATHOLIC COMMUNITY SERVICES | |||||||
| 745 EAST 300 SOUTH | SALT LAKE CITY | UT | 84102 | PC | GENERAL SUPPORT | $876,700 | |
| CHABAD LUBAVITCH OF UTAH | |||||||
| 1760 SOUTH 1100 EAST SUITE 2A | SALT LAKE CITY | UT | 84105 | PC | GENERAL SUPPORT | $75,000 | |
| CHRISTIAN CENTER OF PARK CITY | |||||||
| POST OFFICE BOX 683480 | PARK CITY | UT | 84068 | PC | GENERAL SUPPORT | $10,000 | |
| CITIZENS COMMITTEE TO SAVE OUR CANYONS | |||||||
| 3690 EAST FORT UNION SUITE 101 | COTTONWOOD HEIGHTS | UT | 84101 | PC | GENERAL SUPPORT | $10,000 | |
| COFFIN-SIRIS SYNDROME FOUNDATION | |||||||
| PO BOX 91051 | SALT LAKE CITY | UT | 84109 | PC | GENERAL SUPPORT | $25,000 | |
| DANIELLE BYRON HENRY MIGRAINE FOUNDATION | |||||||
| PO BOX 91051 | SALT LAKE CITY | UT | 84109 | PC | GENERAL SUPPORT | $20,000 | |
| ENCIRCLE FAMILY & YOUTH RESOURCE CENTER | |||||||
| 91 WEST 200 SOUTH | PROVO | UT | 84601 | PC | GENERAL SUPPORT | $5,000 | |
| EQUALITY UTAH | |||||||
| 175 WEST 200 SOUTH SUITE 1004 | SALT LAKE CITY | UT | 84101 | PC | GENERAL SUPPORT | $20,000 | |
| FOURTH STREET CLINIC | |||||||
| 409 W 400 S | SALT LAKE CITY | UT | 84101 | PC | GENERAL SUPPORT | $400,000 | |
| HALE CENTRE THEATRE | |||||||
| 3333 SOUTH DECKER LAKE DRIVE | WEST VALLEY CITY | UT | 84119 | PC | GENERAL SUPPORT | $400,000 | |
| HISPANIC HUMANITARIANCHANGING LIVES GLO | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | PC | GENERAL SUPPORT | $7,500 | |
| HUNTSMAN CANCER FOUNDATION | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | PC | GENERAL SUPPORT | $4,530,000 | |
| HUNTSMAN WORLD SENIOR GAMES | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | PC | GENERAL SUPPORT | $75,000 | |
| IDAHO STATE UNIVERSITY FOUNDATION | |||||||
| CAMPUS BOX 8265 | POCATELLO | ID | 83209 | PC | GENERAL SUPPORT | $200,000 | |
| INTERFAITH COMMUNITY CLINIC | |||||||
| 101 PINE MANOR DRIVE | CONROE | TX | 77385 | PC | GENERAL SUPPORT | $25,000 | |
| JARED PRESCOTT MASCARENE ISLANDS CHARITABLE TRUST | |||||||
| 3255 WEST HIGH SCHOOL ROAD | JACKSON | WY | 83002 | PC | GENERAL SUPPORT | $100,000 | |
| JMH FAMILY COMMUNITY TRUST | |||||||
| 1611 NORTHWEST 12TH AVENUE | MIAMI | FL | 33136 | PC | GENERAL SUPPORT | $1,000,000 | |
| JUNIOR ACHIEVEMENT OF UTAH INC | |||||||
| 515 SOUTH 700 EAST SUITE 1F | SALT LAKE CITY | UT | 84102 | PC | GENERAL SUPPORT | $1,250 | |
| JUVENILE DIABETES FOUNDATION | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | PC | GENERAL SUPPORT | $15,000 | |
| LATINOS IN ACTION LLC | |||||||
| 688 E UNION SQUARE | SANDY | UT | 84070 | PC | GENERAL SUPPORT | $25,000 | |
| MAJOR BRENT TAYLOR LEADERSHIP LEGACY FUND | |||||||
| 123 W 3100 N | OGDEN | UT | 84414 | PC | GENERAL SUPPORT | $25,000 | |
| MONTGOMERY COUNTY WOMEN'S CENTER | |||||||
| 1401 AIRPORT ROAD | CONROE | TX | 77301 | GOV | GENERAL SUPPORT | $25,000 | |
| MONTGOMERY COUNTY YOUTH SERVICES | |||||||
| 105 W LEWIS STREET | CONROE | TX | 77301 | GOV | GENERAL SUPPORT | $20,000 | |
| NATIONAL ABILITY CENTER | |||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | PC | GENERAL SUPPORT | $625,000 | |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | PC | GENERAL SUPPORT | $6,600,000 | |
| NEIGHBORHOOD HOUSE ASSOCIATION | |||||||
| 1050 WEST 500 SOUTH | SALT LAKE CITY | UT | 84104 | PC | GENERAL SUPPORT | $45,000 | |
| OLIVER FINLEY ACADEMYJOHNSON FUND | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | PC | GENERAL SUPPORT | $20,895 | |
| PROSPERITY COUNCIL | |||||||
| 433 W LAWNDALE DRIVE | SOUTH SALT LAKE | UT | 84115 | PC | GENERAL SUPPORT | $10,000 | |
| SALT LAKE EDUCATION FOUNDATION | |||||||
| 440 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $150,000 | |
| SALT LAKE FILM SOCIETY | |||||||
| 111 EAST BROADWAY SUITE 99 | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $10,000 | |
| SCHOOL OF AMERICAN BALLET | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $10,000 | |
| SENIOR CHARITY CARE FOUNDATION | |||||||
| 1555 WEST 2200 SOUTH SUITE B | WEST VALLEY CENTER | UT | 84119 | PC | GENERAL SUPPORT | $220,000 | |
| SIGMA CHI FOUNDATION - HUNTSMAN LEADERSHIP SUMMIT | |||||||
| 1714 HINMAN AVENUE | EVANSTON | UT | 60201 | PC | GENERAL SUPPORT | $500,000 | |
| ST VINCENT DEPAUL THRIFT CENTER | |||||||
| PO BOX 94 | SPRINGFIELD | OH | 45501 | PC | GENERAL SUPPORT | $60,000 | |
| THE ADAMS & GLADWELL RESEARCH FOUNDATION | |||||||
| 3920 SOUTH 1100 EAST SUITE 150 | SALT LAKE CITY | UT | 84124 | PC | GENERAL SUPPORT | $100,000 | |
| THE ROAD HOME | |||||||
| 210 SOUTH RIO GRANDE STREET | SALT LAKE CITY | UT | 84101 | PC | GENERAL SUPPORT | $25,000 | |
| THE WHARTON SCHOOL FUND | |||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | PC | GENERAL SUPPORT | $25,000 | |
| THIS IS THE PLACE HERITAGE PARK (THIS IS THE PLACE FOUNDATION) | |||||||
| 2601 EAST SUNNYSIDE AVENUE | SALT LAKE CITY | UT | 84108 | PC | GENERAL SUPPORT | $50,000 | |
| UNIVERSITY OF UTAH - COLLEGE OF FINE ARTS | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PC | GENERAL SUPPORT | $30,000 | |
| UNIVERSITY OF UTAH - PRESIDENTIAL CHAIRS HEALTH SCIENCES | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PC | GENERAL SUPPORT | $900,000 | |
| UNIVERSITY OF UTAH - BASKETBALL PROGRAM | |||||||
| 201 PRESIDENTS CIRCLEROOM 203 | SALT LAKE CITY | UT | 84112 | PC | GENERAL SUPPORT | $100,000 | |
| UNIVERSITY OF UTAH - CRIMSON PARENTS | |||||||
| 195 CENTRAL CAMPUS DRIVE | SALT LAKE CITY | UT | 84112 | PC | GENERAL SUPPORT | $15,000 | |
| UNIVERSITY OF UTAH - HMHI | |||||||
| 501 S CHIPETA WAY | SALT LAKE CITY | UT | 84108 | PC | GENERAL SUPPORT | $1,017,384 | |
| UNIVERSITY OF UTAH - MOFFITT SCHOLARSHIPS | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PC | GENERAL SUPPORT | $5,801 | |
| UTAH COALITION AGAINST PORNOGRAPHY | |||||||
| 257 EAST 200 SOUTH | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $5,000 | |
| UTAH FOOD BANK | |||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | PC | GENERAL SUPPORT | $330,000 | |
| UTAH JOB OPPORTUNITY FOUNDATION | |||||||
| 175 EAST 400 SOUTH 600 | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $25,000 | |
| UTAH JOURNALISM FOUNDATION | |||||||
| 90 S 400 WEST SUITE 700 | SALT LAKE CITY | UT | 84101 | PC | GENERAL SUPPORT | $3,333,300 | |
| UTAH SPORTS COMMISSION FOUNDATION | |||||||
| 201 SOUTH MAIN STREET 2125 | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $5,000 | |
| UTAH STATE UNIVERSITY - HARDING FUND | |||||||
| 1400 OLD MAIN HILL | LOGAN | UT | 84322 | PC | GENERAL SUPPORT | $1,586 | |
| UTAH STATE UNIVERSITY - JMH BUS SCHOOL | |||||||
| 1400 OLD MAIN HILL | LOGAN | UT | 84322 | PC | GENERAL SUPPORT | $2,500,000 | |
| UTAH STATE UNIVERSITY - JMH BUSINESS SCHOOL | |||||||
| 1540 OLD MAIN HILL | LOGAN | UT | 84322 | PC | GENERAL SUPPORT | $75,000 | |
| UTAH STATE UNIVERSITY - MENTAL HEALTH & COMPULSIVE BEHAVIOR | |||||||
| 1540 OLD MAIN HILL | LOGAN | UT | 84322 | PC | GENERAL SUPPORT | $50,000 | |
| UTAH STATE UNIVERSITY - SCHOOL OF EDUCATION | |||||||
| 1600 OLD MAIN HILL | LOGAN | UT | 84322 | PC | GENERAL SUPPORT | $10,000 | |
| UTAH VALLEY UNIVERSITY - KIMBALL FUND | |||||||
| 800 WEST UNIVERSITY PARKWAY ROOM | OREM | UT | 84058 | PC | GENERAL SUPPORT | $1,950 | AD-218 |
| VOLUNTEERS OF AMERICA UTAH | |||||||
| 435 WEST BEARCAT DRIVE | SALT LAKE CITY | UT | 84115 | PC | GENERAL SUPPORT | $250,000 | |
| WORLD TRADE CENTER UTAH | |||||||
| 60 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $50,000 | |
| YWCA | |||||||
| 322 EAST 300 SOUTH | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,806,366 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,642,371 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $48,972,371 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,641,132 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE TAX REFUNDS | Desc |
| Related Or Exempt Function Incm | $4,437 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $48,972,371 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,283,503 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,437 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,260,311 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | STATE TAX REFUNDS | RelationshipStatementTxt |
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 | $21,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,000 | 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 (3 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 | 2018-03-21 | $2,510,000 | TO FUND CHARITABLE GRANTMAKING BY OLSON-HUNTSMAN VISION FOUNDATION. | $1,900,000 | NONE | 11/8/19, 11/5/20, 11/12/21 | 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 | 2018-12-20 | $1,250,000 | TO FUND CHARITABLE GRANTMAKING BY OLSON-HUNTSMAN VISION FOUNDATION. | $0 | NONE | 11/8/19, 11/5/20, 11/12/21 | 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 | 2019-12-19 | $1,250,000 | TO FUND CHARITABLE GRANTMAKING BY OLSON-HUNTSMAN VISION FOUNDATION. | $0 | NONE | 11/5/2020, 11/12/21 | 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). |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GUAM TELECOM | $50,013,329 | $50,013,329 |
| BERNSTEIN - BDC PRIVATE CREDIT | $2,960,281 | $2,960,281 |
| GOLDMAN - MARKETABLE SECURITIES | $15,769,558 | $15,769,558 |
| BERNSTEIN - EOF II | $410,100 | $410,100 |
| UBS - EQUITIES 389 | $10,427,523 | $10,427,523 |
| UBS - EQUITIES 390 | $12,141,262 | $12,141,262 |
| UBS - EQUITIES 391 | $16,456,563 | $16,456,563 |
| UBS - EQUITIES 392 | $7,479,914 | $7,479,914 |
| UBS - EQUITIES 3386 | $1,697,295 | $1,697,295 |
| UBS - EQUITIES 3334 | $7,042,992 | $7,042,992 |
| UBS - EQUITIES 5223 | $5,487,922 | $5,487,922 |
| UBS - NON-TRADITIONAL 3385 | $9,995,370 | $9,995,370 |
| UBS - NON-TRADITIONAL 3387 | $8,181,662 | $8,181,662 |
| UBS - FIXED INCOME 3548 | $9,862,922 | $9,862,922 |
| UBS - FIXED INCOME 546 | $25,307,645 | $25,307,645 |
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 | $67,577,208 | BookValueAmt |
| EOYFMV | $67,577,208 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $41,695 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,695 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $19,306,039 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICERS LIABILITY INSURANCE | $15,837 | $0 | $15,837 |
| OFFICE EXPENSE | $38,666 | $0 | $38,666 |
| ADMINISTRATIVE EXPENSES | $32,898 | $0 | $32,898 |
| PARTNERSHIP EXPENSE | $0 | $1,920,026 | $0 |
| BANK FEES | $1,039 | $0 | $1,039 |
| MISCELLANEOUS EXPENSE | $18,078 | $0 | $33,009 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $0 | $1,112,577 | $0 |
| STATE TAX REFUNDS | $4,437 | $4,437 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $100,000 | $0 | $100,000 |
| MANAGEMENT FEES | $441,365 | $0 | $422,948 |
| INVESTMENT MANAGEMENT FEES | $642,816 | $642,816 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX EXPENSE | $7,254,399 | $0 | $0 |
| LICENSES AND FEES | $27,565 | $0 | $27,565 |
| PARTNERSHIP FOREIGN TAXES | $0 | $82,162 | $0 |