EDWARD L HUTTON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD L HUTTON FOUNDATION (EIN 31-1334189)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-12
- IRS object ID
- 202041339349100109
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-12T10:00:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310263070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DINSMORE & SHOHL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E FIFTH STREET SUITE 1900 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311334189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD L HUTTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 2122620660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E FIFTH STREET NO 1900 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS C HUTTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122620660 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL M SCHERFF | PreparerPersonNm |
| PTIN | P01467253 | PTIN |
| Phone | 5139778200 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $18,234,132 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $736 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $736 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $189,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,118 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $416,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,865,004 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $416,209 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $606,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $606,063 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,426 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,426 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,164 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,164 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $914,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $914,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $957,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $934,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$351,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $582,473 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $184,006 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $850,408 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $850,408 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,450,949 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,005,059 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,022,930 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,004,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,471,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,083,059 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $147,152 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $147,152 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $277,735 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,786,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,473,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,234,132 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,786,394 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,473,664 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,786,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,473,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,786,394 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,473,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,786,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$351,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51,686 | OtherIncreasesAmt |
| Subtotal | $7,486,553 | SubtotalAmt |
| Other Decreases | $12,889 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,473,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ROWE T PRICE CAP APPREC SH BEN INT 2539.0022 SHS | P | 2018-12-13 | 2019-11-15 | $81,680 | $69,315 | $12,365 | $12,365 |
| ROWE T PRICE CAP APPREC SH BEN INT 755.641 SHS | P | 2017-12-15 | 2019-11-15 | $24,309 | $21,294 | $3,015 | $3,015 |
| ROWE T PRICE CAP APPREC SH BEN INT 1985.755 SHS | P | 2017-12-15 | 2019-11-15 | $63,882 | $55,959 | $7,923 | $7,923 |
| ROWE T PRICE CAP APPREC SH BEN INT 930.912 SHS | P | 2016-12-15 | 2019-11-15 | $29,947 | $24,399 | $5,548 | $5,548 |
| ROWE T PRICE CAP APPREC SH BEN INT 925.018 SHS | P | 2014-12-15 | 2019-11-15 | $29,758 | $23,680 | $6,078 | $6,078 |
| ROWE T PRICE CAP APPREC SH BEN INT 2543.8 SHS | P | 2014-12-15 | 2019-11-15 | $81,834 | $65,121 | $16,713 | $16,713 |
| ROWE T PRICE CAP APPREC SH BEN INT 1248.688 SHS | P | 2013-12-16 | 2019-11-15 | $40,170 | $31,230 | $8,940 | $8,940 |
| ROWE T PRICE CAP APPREC SH BEN INT 609.479 SHS | P | 2013-12-16 | 2019-11-15 | $19,607 | $15,243 | $4,364 | $4,364 |
| ROWE T PRICE CAP APPREC SH BEN INT 877.505 SHS | P | 2015-12-15 | 2019-11-15 | $28,229 | $21,753 | $6,476 | $6,476 |
| ROWE T PRICE CAP APPREC SH BEN INT 2790.466 SHS | P | 2015-12-15 | 2019-11-15 | $89,769 | $69,176 | $20,593 | $20,593 |
| ROWE T PRICE CAP APPREC SH BEN INT 1030.525 SHS | P | 2012-12-17 | 2019-11-15 | $33,152 | $22,733 | $10,419 | $10,419 |
| ROWE T PRICE CAP APPREC SH BEN INT 523.19 SHS | P | 2012-12-17 | 2019-11-15 | $16,831 | $11,542 | $5,289 | $5,289 |
| ROWE T PRICE CAP APPREC SH BEN INT 2269.464 SHS | P | 2006-12-20 | 2019-11-15 | $73,009 | $46,842 | $26,167 | $26,167 |
| ROWE T PRICE CAP APPREC SH BEN INT 101.999 SHS | P | 2006-12-20 | 2019-11-15 | $3,281 | $2,105 | $1,176 | $1,176 |
| ROWE T PRICE CAP APPREC SH BEN INT 540.129 SHS | P | 2005-12-14 | 2019-11-15 | $17,376 | $10,900 | $6,476 | $6,476 |
| ROWE T PRICE CAP APPREC SH BEN INT 50.245 SHS | P | 2005-12-14 | 2019-11-15 | $1,616 | $1,014 | $602 | $602 |
| ROWE T PRICE CAP APPREC SH BEN INT 84.049 SHS | P | 2010-12-15 | 2019-11-15 | $2,704 | $1,687 | $1,017 | $1,017 |
| ROWE T PRICE CAP APPREC SH BEN INT 252.158 SHS | P | 2007-12-19 | 2019-11-15 | $8,112 | $4,985 | $3,127 | $3,127 |
| ROWE T PRICE CAP APPREC SH BEN INT 1409.12 SHS | P | 2007-12-19 | 2019-11-15 | $45,331 | $27,858 | $17,473 | $17,473 |
| ROWE T PRICE CAP APPREC SH BEN INT 443.819 SHS | P | 2004-12-16 | 2019-11-15 | $14,278 | $8,570 | $5,708 | $5,708 |
| ROWE T PRICE CAP APPREC SH BEN INT 50.722 SHS | P | 2004-12-16 | 2019-11-15 | $1,632 | $979 | $653 | $653 |
| ROWE T PRICE CAP APPREC SH BEN INT 8379.888 SHS | P | 2004-02-24 | 2019-11-15 | $269,581 | $150,000 | $119,581 | $119,581 |
| ROWE T PRICE CAP APPREC SH BEN INT 9.283 SHS | P | 2003-12-19 | 2019-11-15 | $299 | $158 | $141 | $141 |
| ROWE T PRICE CAP APPREC SH BEN INT 46.416 SHS | P | 2003-12-19 | 2019-11-15 | $1,493 | $790 | $703 | $703 |
| ROWE T PRICE CAP APPREC SH BEN INT 687.569 SHS | P | 2003-11-19 | 2019-11-15 | $22,119 | $11,462 | $10,657 | $10,657 |
| US TREASURY NOTE 02/28/17 1.125 02/28/19 2750000 | P | 2017-03-06 | 2019-02-28 | $2,750,000 | $2,750,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $115,005 | $115,005 | $115,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $416,209 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $826,871 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,715,655 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052614 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $746,742 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,950,574 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053528 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $569,408 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,793,427 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041281 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $582,108 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,741,989 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045684 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $579,564 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,343,332 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046954 | DistributionYr5Rt |
| Total Distribution | 0.240061 | TotalDistributionRt |
| Average Distribution | 0.048012 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,582,449 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $796,157 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,825 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $801,982 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $934,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,825 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,825 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,055 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,055 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,230 | OverpaymentAmt |
| Applied To ES Tax | $11,230 | 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 | 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 | OH | 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 | THOMAS C HUTTON | IndividualWithBooksNm |
| Phone | 2122620660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 HOMESDALE ROAD | AddressLine1Txt |
| City | BRONXVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10708 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS C HUTTON | ||||||||
| 39 HOMESDALE ROAD | BRONXVILLE | NY | 10708 | TRUSTEE, PRES., SEC'Y, TRE | 3.00 | $0 | $0 | $0 |
| EDWARD A HUTTON | ||||||||
| 2770 OBSERVATORY AVE UNIT 306 | CINCINNATI | OH | 45208 | TRUSTEE, V.P. | 3.00 | $10,000 | $0 | $0 |
| JENNIE H JACOBY | ||||||||
| 34 CLOVELLY ROAD | WELLESLEY | MA | 02481 | TRUSTEE, V.P. | 3.00 | $10,000 | $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 | $16,164,075 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $670,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,834,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,834,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $252,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,582,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $829,122 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $829,122 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,825 | TotalTaxAmt |
| Distributable Before Adj | $823,297 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $823,297 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $823,297 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $934,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $934,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,825 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $928,175 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $823,297 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $54,759 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,346 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $102,105 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $934,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $823,297 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,703 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $212,808 | 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 | $212,808 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $54,759 | ExcessFromYear2Amt |
| Excess From Year1 | $47,346 | ExcessFromYear1Amt |
| Excess From Current Year | $110,703 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | GENERAL PURPOSE | $20,000 | |
| AMERICAN REPERTORY THEATER | |||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL PURPOSE | $10,000 | |
| BLOOMFIELD JUNIORSENIOR SCHOOL | |||||||
| 501 W SPRING STREET | BLOOMFIELD | IN | 47424 | PC | GENERAL PURPOSE | $14,000 | |
| CORNELL UNIVERSITY LAW SCHOOL | |||||||
| MYRON TAYLOR HALL | ITHACA | NY | 14853 | PC | GENERAL PURPOSE | $12,500 | |
| CUMBERLAND COLLEGE MOUNTAIN OUTREACH PROGRAM | |||||||
| 6178 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | PC | GENERAL PURPOSE | $50,000 | |
| EDUCATION MATTERS | |||||||
| 2104 ST MICHAEL ST | CINCINNATI | OH | 45204 | PC | GENERAL PURPOSE | $120,000 | |
| FAITH IN ACTION | |||||||
| 999 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | PC | GENERAL PURPOSE | $55,000 | |
| FRIENDS OF THE MOZARTENE MUSICAL ARTS CONSERVATORY INC | |||||||
| 43 PROSPECT AVE | TARRYTOWN | NY | 105914614 | PC | GENERAL PURPOSE | $20,000 | |
| HEADING HOME | |||||||
| THE SCHRAFFT CENTER 529 MAIN ST | CHARLESTOWN | MA | 02129 | PC | GENERAL PURPOSE | $10,000 | SUITE 100 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 1500 STATE ROUTE 46 | BLOOMINGTON | IN | 47408 | PC | GENERAL PURPOSE | $100,000 | |
| LAWRENCE COUNTY MUSEUM OF HISTORY | |||||||
| 929 15TH STREET | BEDFORD | IN | 47421 | PC | GENERAL PURPOSE | $50,000 | |
| MADISONVILLE EDUCATION AND ASSISTANCE CENTER | |||||||
| 4600 ERIE AVENUE | CINCINNATI | OH | 45227 | PC | GENERAL PURPOSE | $120,000 | |
| ORLEANS CONSERVATION TRUST | |||||||
| 203 ORLEANS-CHATHAM ROAD | ORLEANS | MA | 02563 | PC | GENERAL PURPOSE | $5,000 | |
| PRINCETON UNIVERSITY (TRUSTEES OF PRINCETON UNIVERSITY) | |||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | PC | GENERAL PURPOSE | $67,500 | |
| STUDENTS TO SCHOLARS | |||||||
| 4911 NEAL RD | DURHAM | NC | 27705 | PC | GENERAL PURPOSE | $5,000 | |
| THE CLARK ART INSTITUTE | |||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | PC | GENERAL PURPOSE | $10,000 | |
| THE HUMAN RELATIONS SERVICE INC | |||||||
| 11 CHAPEL PLACE | WELLESLEY HILLS | MA | 02481 | PC | GENERAL PURPOSE | $5,000 | |
| THE KENYON FUND | |||||||
| 103 COLLEGE ROAD | GAMBIER | OH | 43022 | PC | GENERAL PURPOSE | $20,000 | |
| THE KENYON FUND - JENNIE HUTTON SCHOLARSHIP FUND | |||||||
| 103 COLLEGE ROAD | GAMBIER | OH | 43022 | PC | GENERAL PURPOSE | $54,000 | |
| THE NEWTON-WELLESLEY HOSPITAL FUND | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | PC | GENERAL PURPOSE | $5,000 | |
| THE RIVERS SCHOOL ANNUAL FUND | |||||||
| 3333 WINTER STREET | WESTON | MA | 02493 | PC | GENERAL PURPOSE | $86,000 | |
| TREPANY HOUSE | |||||||
| 10615 MOORPARK ST NO 2 | LOS ANGELES | CA | 91602 | PC | GENERAL PURPOSE | $60,000 | |
| WELLESLEY SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 81207 | WELLESLEY | MA | 02481 | PC | GENERAL PURPOSE | $10,000 | |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | PC | GENERAL PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $914,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $736 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189,118 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $416,209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $606,063 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $606,063 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DINSMORE & SHOHL LLP | CategoryTxt |
| Amt | $5,426 | Amt |
| Net Investment Income | $5,426 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEMED CORPORATION | $331,770 | $9,734,880 |
| FIDELITY 500 INDEX FUND #650 | $83,482 | $227,743 |
| FIFTH THIRD BANCORP | $17,007 | $224,556 |
| OAKMARK EQUITY & INCOME FUND - I | $1,159,511 | $1,338,171 |
| JOHNSON & JOHNSON | $55,960 | $143,682 |
| T ROWE PRICE GROUP INC | $30,273 | $121,840 |
| PROCTER & GAMBLE INC | $109,496 | $274,780 |
| T ROWE PRICE CAPITL APPRECIATION | $519,390 | $848,462 |
| OAKMARK INTERNATIONAL | $164,156 | $168,945 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,005,059 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,022,930 | 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 | WASHINGTON REAL ESTATE INVT TR | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $147,152 | BookValueAmt |
| EOYFMV | $277,735 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOND PREMIUM AMORTIZATION | $4,334 |
| CHECKS CASHED FROM PREVIOUS YEAR | $6,000 |
| MISCELLANEOUS | $2,555 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LIABILITY INSURANCE | $1,815 | $1,815 | $0 |
| TAX STATEMENT FEE | $200 | $200 | $0 |
| AGENCY FEES | $8,149 | $8,149 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE | $1,686 |
| CHECKS OUTSTANDING AT END OF YEAR | $50,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED TAX PAYMENT (EXCISE TAX) | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |