HUTTON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HUTTON FAMILY FOUNDATION (EIN 47-4305984)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202523149349102082
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T12:16:11-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474305984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUTT | BusinessNameControlTxt |
| Phone | 6503274200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SANTIAGO AVENUE | AddressLine1Txt |
| City | ATHERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDE HUTTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503274200 | PhoneNum |
| Signature | 2025-11-06 | 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 | PAREESA ASHABI | PreparerPersonNm |
| PTIN | P02190725 | PTIN |
| Phone | 4157642700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,416,363 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,880,755 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,087 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,087 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $588,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $588,889 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $383,844 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,305,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,853,998 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,088 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,078 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,885,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,475,052 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,747 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $203 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $390 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,203 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,869 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,304 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $698 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $545 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,748 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,090,810 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,090,810 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,212,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,099,558 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,673,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,395,738 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $98,207 | CashBOYAmt |
| Cash EOY | $131,826 | CashEOYAmt |
| Cash EOYFMV | $131,826 | CashEOYFMVAmt |
| US Government Obligations BOY | $7,818,402 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,591,649 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,610,429 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,833,581 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,122,811 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,614,255 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,125,309 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,145,688 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,059,853 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,450,549 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,326,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,991,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,416,363 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $16,326,048 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,991,974 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,326,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,991,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,326,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,991,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,326,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,673,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,999,054 | SubtotalAmt |
| Other Decreases | $7,080 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,991,974 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $9,305,309 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,451,311 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,853,998 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,853,998 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,853,998 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,544 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,544 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,205 | EsPenaltyAmt |
| Overpayment | $11,138 | OverpaymentAmt |
| Applied To ES Tax | $11,138 | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | LISETTE GELBER | IndividualWithBooksNm |
| Phone | 4156551902 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SANTIAGO AVENUE | AddressLine1Txt |
| City | ATHERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WENDE S HUTTON | ||||||||
| 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| G THOMPSON HUTTON | ||||||||
| 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ROBERT C HUTTON | ||||||||
| 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | SECRETARY, DIRECTOR | 0.50 | $0 | $0 | $0 |
| RACHEL E HUTTON | ||||||||
| 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | CFO, TREASURER, DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1585 BROADWAY 21ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $56,747 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,769,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,950,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,950,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $284,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,666,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $933,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $933,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,201 | TotalTaxAmt |
| Distributable Before Adj | $886,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $886,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $886,104 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,099,558 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,099,558 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $886,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $221,510 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $151,036 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $23,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,684 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $524,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,099,558 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $886,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,454 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $737,564 | 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 | $221,510 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $516,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $151,036 | ExcessFromYear4Amt |
| Excess From Year2 | $23,880 | ExcessFromYear2Amt |
| Excess From Year1 | $127,684 | ExcessFromYear1Amt |
| Excess From Current Year | $213,454 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WENDE S HUTTON | ContributingManagerNm |
| Contributing Manager | G THOMPSON HUTTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITYPATH | |||||||
| 350 TWIN DOLPHIN DR STE 123 | REDWOOD CITY | CA | 94065 | NONE | PC | SEE STATEMENT A | $1,000 |
| ABLE WORKS | |||||||
| 548 MARKET ST 74511 | SAN FRANCISCO | CA | 941045401 | NONE | PC | SEE STATEMENT A | $5,000 |
| ACCION OPPORTUNITY FUND | |||||||
| 111 W ST JOHN STREET STE 800 | SAN JOSE | CA | 95113 | NONE | PC | SEE STATEMENT A | $25,000 |
| ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | NONE | PC | SEE STATEMENT A | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SEE STATEMENT A | $2,500 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER STREEET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | SEE STATEMENT A | $1,000 |
| AMERICAN INDEPENDENT FOUNDATION | |||||||
| 800 MAINE AVE SW STE 500 | WASHINGTON DC | DC | 200242866 | NONE | PC | SEE STATEMENT A | $50,000 |
| AMERICAN PRAIRIE FOUNDATION | |||||||
| 2048 ANALYSIS DR STE B | BOZEMAN | MT | 597153626 | NONE | PC | SEE STATEMENT A | $10,000 |
| BUILD CHANGE | |||||||
| 1001 BANNOCK ST SUITE 467 | DENVER | CO | 80204 | NONE | PC | SEE STATEMENT A | $2,500 |
| CATALINO TAPIA SCHOLARSHIP FUND | |||||||
| 727 INDUSTRIAL RD STE 117 | SAN CARLOS | CA | 940703341 | NONE | PC | SEE STATEMENT A | $3,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREEET 22ND FLOOR | NEW YORK | NY | 100383533 | NONE | PC | SEE STATEMENT A | $25,000 |
| CLEARITY FOUNDATION | |||||||
| 8880 RIO SAN DIEGO DRIVE STE 800 | SAN DIEGO | CA | 92108 | NONE | PC | SEE STATEMENT A | $2,000 |
| COMMON SENSE MEDIA | |||||||
| 699 8TH STREET SUITE C150 | SAN FRANCISCO | CA | 94103 | NONE | PC | SEE STATEMENT A | $10,000 |
| CRYSTAL SPRINGS UPLANDS SCH | |||||||
| 400 UPLANDS DRIVE | HILLSBOROUGH | CA | 94010 | NONE | PC | SEE STATEMENT A | $1,000 |
| DARAJA EDUCATION FUND | |||||||
| PO BOX 4333 | SAN RAFAEL | CA | 94913 | NONE | PC | SEE STATEMENT A | $20,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | NONE | PC | SEE STATEMENT A | $7,000 |
| ECUMENICAL HUNGER PROGRAM | |||||||
| 2411 PULGAS AVE | EAST PALO ALTO | CA | 94303 | NONE | PC | SEE STATEMENT A | $5,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | SEE STATEMENT A | $20,000 |
| EVERYTOWN GUN SAFETY | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | PC | SEE STATEMENT A | $25,000 |
| FOUR WINDS INC | |||||||
| PO BOX 140 | DEER HARBOR | WA | 98243 | NONE | PC | SEE STATEMENT A | $4,000 |
| FRESH LIFELINES FOR YOUTH INC | |||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | SEE STATEMENT A | $10,000 |
| FRONT PORCH | |||||||
| 800 NORTH BRAND BOULEVARD 19TH FL | GLENDALE | CA | 912031231 | NONE | PC | SEE STATEMENT A | $1,000 |
| GEORGETOWN LAW DOMESTIC VIOLENCE CLINIC | |||||||
| 600 NEW JERSEY AVENUE | WASHINGTON DC | DC | 200012075 | NONE | PC | SEE STATEMENT A | $5,000 |
| GLOBAL FUND FOR CHILDREN | |||||||
| 1411 K ST NW SUITE 1200 | WASHINGTON DC | DC | 20005 | NONE | PC | SEE STATEMENT A | $45,000 |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 800 MARKET ST 7TH FLOOR | SAN FRANCISCO | CA | 94102 | NONE | PC | SEE STATEMENT A | $1,000 |
| HANDS ON BAY AREA | |||||||
| 1504 BRYANT ST SUITE 100 | SAN FRANCISCO | CA | 94103 | NONE | PC | SEE STATEMENT A | $1,000 |
| ICIVICS INC | |||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 021411154 | NONE | PC | SEE STATEMENT A | $5,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 2227 | ARLINGTON | VA | 22202 | NONE | PC | SEE STATEMENT A | $1,000 |
| ISSUE ONE | |||||||
| 1401 K ST NW STE 350 | WASHINGTON DC | DC | 200054574 | NONE | PC | SEE STATEMENT A | $10,000 |
| JMT WILDERNESS CONSERVANCY | |||||||
| 2120 AVY AVENUE | MENLO PARK | CA | 940256518 | NONE | PC | SEE STATEMENT A | $10,000 |
| KQED INC | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | SEE STATEMENT A | $25,000 |
| LIFEMOVES | |||||||
| 2550 GREAT AMERICA WAY SUITE 201 | SANTA CLARA | CA | 95054 | NONE | PC | SEE STATEMENT A | $5,000 |
| MEDIA MATTERS FOR AMERICA | |||||||
| PO BOX 52155 | WASHINGTON DC | DC | 20091 | NONE | PC | SEE STATEMENT A | $50,000 |
| MISSION HOSPICE AND HOME CARE | |||||||
| 66 BOVET RD STE 100 | SAN MATEO | CA | 94402 | NONE | PC | SEE STATEMENT A | $1,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW STE 700 | WASHINGTON DC | DC | 200051257 | NONE | PC | SEE STATEMENT A | $10,000 |
| NATIONAL WOMEN'S LAW CENTER | |||||||
| 1350 I ST NW STE 700 | WASHINGTON DC | DC | 200057202 | NONE | PC | SEE STATEMENT A | $15,000 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINA BEACH | VA | 23459 | NONE | PC | SEE STATEMENT A | $1,000 |
| NEW YORK YACHT CLUB FOUNDATION | |||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | PC | SEE STATEMENT A | $10,000 |
| NEW YORK-PRESBYTERIAN FUND | |||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 100654870 | NONE | PC | SEE STATEMENT A | $10,000 |
| NEWS LITERACY PROJECT | |||||||
| 5335 WISCONSIN AVE NW SUITE 440 | BETHESDA | MD | 208141009 | NONE | PC | SEE STATEMENT A | $5,000 |
| NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE | |||||||
| 234 E GISH RD 200 | SAN JOSE | CA | 95112 | NONE | PC | SEE STATEMENT A | $5,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOLYSTON STREET SUITE 300 | BOSTON | MA | 02199 | NONE | PC | SEE STATEMENT A | $45,000 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PC | SEE STATEMENT A | $100,000 |
| PHILLIPS EXETER ACADEMY | |||||||
| 20 MAIN ST | EXETER | NH | 03833 | NONE | PC | SEE STATEMENT A | $17,810 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | PC | SEE STATEMENT A | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | PC | SEE STATEMENT A | $5,000 |
| PLANNED PARENTHOOD MAR MONTE | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | NONE | PC | SEE STATEMENT A | $25,000 |
| PURSUIT OF EXCELLENCE | |||||||
| 1249 PINE ST | PALO ALTO | CA | 94301 | NONE | PC | SEE STATEMENT A | $2,500 |
| RAINN | |||||||
| 1220 L STREET NW STE 505 | WASHINGTON DC | DC | 20005 | NONE | PC | SEE STATEMENT A | $10,000 |
| READING PARTNERS | |||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | NONE | PC | SEE STATEMENT A | $50,000 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | NONE | PC | SEE STATEMENT A | $5,000 |
| REPRODUCTIVE FREEDOM FOR ALL | |||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON DC | DC | 20006 | NONE | PC | SEE STATEMENT A | $10,000 |
| REPRODUCTIVE FREEDOM FOR ALL | |||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON DC | DC | 20006 | NONE | PC | SEE STATEMENT A | $10,000 |
| RESURGE INTERNATIONAL | |||||||
| 765 N PASTORIA AVE | SUNNYVALE | CA | 94085 | NONE | PC | SEE STATEMENT A | $100,000 |
| RONALD MCDONALD HOUSE AT STANFORD | |||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | NONE | PC | SEE STATEMENT A | $1,000 |
| SACRED HEART SCHOOLS ATHERTON | |||||||
| 150 VALPARAISO AVENUE | ATHERTON | CA | 94027 | NONE | PC | SEE STATEMENT A | $2,500 |
| SAIL TO SHELTER | |||||||
| 1613 MAJESTIC PARK DR | HENDERSON | NV | 89052 | NONE | PC | SEE STATEMENT A | $1,000 |
| SAN FRANCISCO BALLET | |||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | NONE | PC | SEE STATEMENT A | $1,000 |
| SAN JUAN ISLAND COMMUNITY FOUNDATION | |||||||
| PO BOX 1352 | FRIDAY HARBOR | WA | 982501352 | NONE | PC | SEE STATEMENT A | $2,500 |
| SAN JUAN PRESERVATION TRUST | |||||||
| 315 COURT ST | FRIDAY HARBOR | WA | 982507900 | NONE | PC | SEE STATEMENT A | $2,500 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 MAYFLOWER AVENUE STE 400 | MONROVIA | CA | 91016 | NONE | PC | SEE STATEMENT A | $1,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC | SEE STATEMENT A | $112,500 |
| STORM TRYSAIL FDN | |||||||
| 1 WOODBINE AVENUE | LARCHMONT | NY | 10538 | NONE | PC | SEE STATEMENT A | $2,500 |
| THE BRIGID ALLIANCE | |||||||
| PO BOX 58 PLANETARIUM STATION | NEW YORK | NY | 10024 | NONE | PC | SEE STATEMENT A | $15,000 |
| THE LEE INTIATIVE | |||||||
| 610 W MAGNOLIA AVE | LOUISVILLE | KY | 40208 | NONE | PC | SEE STATEMENT A | $1,000 |
| THE MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER RD FORT CRONKHITE | SAUSALITO | CA | 94965 | NONE | PC | SEE STATEMENT A | $2,500 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 222031637 | NONE | PC | SEE STATEMENT A | $40,000 |
| THE WHALE MUSEUM | |||||||
| 61 1ST STREE NORTH PO BOX 945 | FRIDAY HARBOR | WA | 98250 | NONE | PC | SEE STATEMENT A | $7,500 |
| UPSTREAM USA INC | |||||||
| 2 OLIVER STREET SUITE 402 | BOSTON | MA | 02109 | NONE | PC | SEE STATEMENT A | $50,000 |
| WARRIOR SAILING | |||||||
| PO BOX 1199 | SPRING HILL | TN | 37174 | NONE | PC | SEE STATEMENT A | $1,000 |
| WILDLIFE CONSERVATION NETWORK | |||||||
| 209 MISSISSIPPPI ST | SAN FRANCISCO | CA | 94107 | NONE | PC | SEE STATEMENT A | $10,000 |
| YOUNG MUSICIANS CHORAL ORCHESTRA | |||||||
| 2020 MILVIA STREET SUITE 420 | BERKELEY | CA | 94704 | NONE | PC | SEE STATEMENT A | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,090,810 | 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 | $1,087 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $588,889 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,088 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $383,844 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,004,908 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,004,908 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WENDE HUTTON | |||||||
| 1 | 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | $38,058 | Yes (X) | |
| WENDE HUTTON | |||||||
| 2 | 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | $550,764 | Yes (X) | Yes (X) |
| WENDE HUTTON | |||||||
| 3 | 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | $917,700 | Yes (X) | Yes (X) |
| WENDE HUTTON | |||||||
| 4 | 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | $1,374,233 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 25,809 SHARES OF LIGHTSPEED | $550,764 | 2024-01-02 |
| 3 | 30,000 SHARES OF MAPLEBEAR (INSTACART) | $917,700 | 2024-02-26 |
| 4 | 32,794 SHARES OF MAPLEBEAR (INSTACART) | $1,374,233 | 2024-11-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT A | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART XV, PURPOSE OF GRANT OR CONTRIBUTION | FormAndLineReferenceDesc |
| Medium Explanation | STATEMENT ASTATEMENT REGARDING THE PURPOSE OF ALL GRANTS/CONTRIBUTIONS:THE HUTTON FAMILY FOUNDATION DISTRIBUTES FUNDS AND OTHER ASSETS TO EDUCATIONAL, HEALTH, AND ENVIRONMENTAL ORGANIZATIONS. THE FOUNDATION MAKES GRANTS TO ORGANIZATIONS THROUGHOUT THE UNITED STATES TO BENEFIT EDUCATION, HEALTH, AND THE ENVIRONMENT. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BCS TRIGGER JUMP RSP | $100,000 | $112,510 |
| JPM AUTO-CALLABLE TRIGGER PLUS RTY | $250,000 | $257,125 |
| BCS TRIGGER JUMP RSP | $100,000 | $114,640 |
| BCS TRIGGER JUMP RSP | $100,000 | $114,540 |
| GS TRIGGER JUMP RSP | $100,000 | $117,530 |
| RBC DUAL DIRECTIONAL TRIGGER JUMP MXEF | $250,000 | $289,025 |
| MS TRIGGER JUMP SX5E | $125,000 | $135,800 |
| MS TRIGGER JUMP IWN | $1,000,000 | $1,036,550 |
| MS PARTIAL PRINCIPAL AT RISK SECURITIES SX5E | $261,961 | $260,325 |
| CITI 12.2% CONTINGENT AUTOCALL VLO | $25,000 | $21,000 |
| JPM TRIGGER JUMP TPX | $400,000 | $542,960 |
| MS TRIGGER PLUS TPX | $250,000 | $249,988 |
| BNS DUAL DIRECTIONAL TRIGGER PLUS ITB | $200,000 | $203,480 |
| GS BUFFERED PLUS SX5E | $250,000 | $239,025 |
| MS TRIGGER JUMP TPX | $375,000 | $440,944 |
| JPM ENHANCED TRIGGER JUMP SPX | $100,000 | $105,740 |
| INVESCO S&P MIDCAP 400 GARP (GRPM) | $849,975 | $966,380 |
| ISHARES RUSSELL 2000 GRWTH ETF (IWO) | $250,384 | $295,879 |
| SPDR S&P 500 ETF TRUST (SPY) | $2,258,368 | $2,502,562 |
| MS TRIGGER PLUS TPX | $200,000 | $203,650 |
| MS TRIGGER JUMP SPX (SPIHQ) | $400,000 | $588,600 |
| GS 20% CONTINGENT AUTOCALL AA (SQGVB) | $100,000 | $66,800 |
| GS TRIGGER JUMP SX5E | $200,000 | $194,800 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PACCAR INC (PCAR) | $9,926 | $16,955 |
| ALPHABET INC CL A (GOOGL) | $199,708 | $262,938 |
| BAE SYS PLC SPON ADR (BAESY) | $99,920 | $207,126 |
| BERKSHIRE HATHAWAY CL-B NEW (BRK'B) | $124,772 | $183,125 |
| CATERPILLAR INC (CAT) | $49,855 | $79,444 |
| CUMMINS INC (CMI) | $9,836 | $15,687 |
| EMERSON ELECTRIC CO (EMR) | $98,958 | $145,990 |
| LEIDOS HLDGS INC (LDOS) | $100,122 | $115,824 |
| CHARLES SCHWAB NEW (SCHW) | $249,916 | $352,140 |
| MICROSOFT CORP (MSFT) | $149,901 | $201,899 |
| MERCK & CO INC NEW COM (MRK) | $29,897 | $33,127 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,591,649 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,610,429 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TEMP DIFFERENCES FROM 1099S | Desc |
| Amt | $7,080 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE FILING FEES | $250 | $0 | $0 | $250 |
| FEDERAL PENALTY | $61 | $0 | $0 | $0 |
| OFFICE EXPENSES | $295 | $0 | $0 | $295 |
| CUSTODY FEES | $698 | $698 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MS #4882 | $31,078 | $31,078 |
| TAX REFUND | $10 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUDIT FEES | $0 | $0 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $56,747 | $56,747 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $203 | $0 | $0 | $203 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| WENDE S HUTTON | |||
| 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 |
| G THOMPSON HUTTON | |||
| 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $33,334 | $0 | $0 | $0 |
| FOREIGN TAXES | $13,869 | $13,869 | $0 | $0 |