HUTTON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HUTTON FAMILY FOUNDATION (EIN 47-4305984)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-20
- IRS object ID
- 202311719349100706
- Schema version
- 2022v5.0
- 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
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-20T10:24:37-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WENDE | PersonFirstNm |
| Person Last | HUTTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER A LEUNG | PreparerPersonNm |
| PTIN | P00367129 | PTIN |
| Phone | 4157642700 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,402,266 | 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 | $1,205,149 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $271,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $271,137 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$675,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,182,255 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $350,501 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $71,914 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $71,914 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $876,521 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $697,656 | 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 |
| Other Prof Fees Rev And Expnss | $65,546 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,773 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,773 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $134,145 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,643 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58,008 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $836 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $258,535 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $797,338 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $797,338 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,055,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $830,947 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$179,352 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $587,232 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $294,845 | CashBOYAmt |
| Cash EOY | $69,407 | CashEOYAmt |
| Cash EOYFMV | $69,407 | CashEOYFMVAmt |
| Other Assets BOY | $15,920,006 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,969,742 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,332,859 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,214,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,039,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,402,266 | 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 | $16,214,851 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,039,149 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,214,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,039,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,214,851 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,039,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,214,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$179,352 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,650 | OtherIncreasesAmt |
| Subtotal | $16,039,149 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,039,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (140 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2325 SHARES OF VANGUARD SHR-TM INFLAT PROTEC | P | 2021-05-12 | 2022-01-10 | $118,645 | $121,691 | -$3,046 | -$3,046 |
| 1594 SHARES OF VANGUARD SHR-TM INFLAT PROTEC | P | 2021-05-18 | 2022-01-10 | $81,342 | $83,587 | -$2,245 | -$2,245 |
| 2500 SHARES OF BCS CI AUTO MET 8000 *24OC11 | P | 2021-10-08 | 2022-01-13 | $25,000 | $25,000 | $0 | $0 |
| 1343 SHARES OF VANGUARD SHR-TM INFLAT PROTEC | P | 2021-05-18 | 2022-01-18 | $68,473 | $70,425 | -$1,952 | -$1,952 |
| 2579 SHARES OF VANGUARD SHR-TM INFLAT PROTEC | P | 2021-05-19 | 2022-01-18 | $131,490 | $135,107 | -$3,617 | -$3,617 |
| 3831 SHARES OF ISHARES MSCI AUSTRALIA ETF | P | 2021-09-13 | 2022-01-27 | $87,275 | $99,965 | -$12,690 | -$12,690 |
| 46000 SHARES OF GS CI AUTO EQTYS 2700 *24AU01 | P | 2021-07-28 | 2022-02-02 | $460,000 | $460,000 | $0 | $0 |
| 3941 SHARES OF VANGUARD SHR-TM INFLAT PROTEC | P | 2021-05-19 | 2022-02-09 | $199,965 | $206,458 | -$6,493 | -$6,493 |
| 608 SHARES OF SIEMENS AKTIENGESELLSCHAFT | P | 2021-05-05 | 2022-02-09 | $48,032 | $50,975 | -$2,943 | -$2,943 |
| 291 SHARES OF SIEMENS AKTIENGESELLSCHAFT | P | 2021-04-27 | 2022-02-09 | $22,989 | $25,009 | -$2,020 | -$2,020 |
| 286 SHARES OF SIEMENS AKTIENGESELLSCHAFT | P | 2021-04-13 | 2022-02-09 | $22,594 | $23,835 | -$1,241 | -$1,241 |
| 4256 SHARES OF ISHARES MSCI SWEDEN ETF | P | 2021-05-03 | 2022-02-11 | $178,926 | $199,986 | -$21,060 | -$21,060 |
| 6256 SHARES OF ISHARES MSCI SWEDEN ETF | P | 2021-05-11 | 2022-02-11 | $263,008 | $295,016 | -$32,008 | -$32,008 |
| 1544 SHARES OF ISHARES US MEDICAL DEV ETF | P | 2021-08-23 | 2022-02-11 | $92,469 | $99,951 | -$7,482 | -$7,482 |
| 1567 SHARES OF ISHARES US MEDICAL DEV ETF | P | 2021-12-16 | 2022-02-11 | $93,847 | $100,325 | -$6,478 | -$6,478 |
| 16273 SHARES OF VANGUARD SHR-TM INFLAT PROTEC | P | 2021-05-19 | 2022-02-14 | $826,667 | $852,499 | -$25,832 | -$25,832 |
| 710 SHARES OF AIR LIQUIDE ADR | P | 2021-04-13 | 2022-02-14 | $22,626 | $24,049 | -$1,423 | -$1,423 |
| 732 SHARES OF AIR LIQUIDE ADR | P | 2021-04-27 | 2022-02-14 | $23,327 | $25,135 | -$1,808 | -$1,808 |
| 1505 SHARES OF AIR LIQUIDE ADR | P | 2021-05-05 | 2022-02-14 | $47,961 | $51,022 | -$3,061 | -$3,061 |
| 218 SHARES OF GROUPE BRUXELLES LAMBERT ORD | P | 2021-04-13 | 2022-02-15 | $22,984 | $23,828 | -$844 | -$844 |
| 227 SHARES OF GROUPE BRUXELLES LAMBERT ORD | P | 2021-04-27 | 2022-02-15 | $23,933 | $25,110 | -$1,177 | -$1,177 |
| 499 SHARES OF VANGUARD INDUSTRIAL ETF | P | 2021-12-16 | 2022-02-15 | $94,941 | $99,783 | -$4,842 | -$4,842 |
| 992 SHARES OF VANGUARD INDUSTRIAL ETF | P | 2021-12-28 | 2022-02-15 | $188,741 | $200,383 | -$11,642 | -$11,642 |
| 468 SHARES OF GROUPE BRUXELLES LAMBERT ORD | P | 2021-05-05 | 2022-02-15 | $49,341 | $50,453 | -$1,112 | -$1,112 |
| 4451 SHARES OF ISHARES MSCI EURO FINANCIAL | P | 2021-07-14 | 2022-02-16 | $94,095 | $86,493 | $7,602 | $7,602 |
| 14520 SHARES OF ISHARES MSCI EURO FINANCIAL | P | 2021-05-11 | 2022-02-16 | $306,956 | $296,507 | $10,449 | $10,449 |
| 9915 SHARES OF ISHARES MSCI EURO FINANCIAL | P | 2021-08-25 | 2022-02-16 | $209,605 | $200,403 | $9,202 | $9,202 |
| 830 SHARES OF EBARA CORP COMMON | P | 2021-05-11 | 2022-02-18 | $41,367 | $37,243 | $4,124 | $4,124 |
| 300 SHARES OF EBARA CORP COMMON | P | 2021-05-06 | 2022-02-18 | $14,952 | $12,984 | $1,968 | $1,968 |
| 569 SHARES OF EBARA CORP COMMON | P | 2021-04-28 | 2022-02-18 | $28,359 | $24,672 | $3,687 | $3,687 |
| 615 SHARES OF EBARA CORP COMMON | P | 2021-03-24 | 2022-02-18 | $30,651 | $24,329 | $6,322 | $6,322 |
| 33428 SHARES OF VANGUARD SHR-TM INFLAT PROTEC | P | 2021-11-11 | 2022-03-01 | $1,736,572 | $1,749,889 | -$13,317 | -$13,317 |
| 9554 SHARES OF VANGUARD SHR-TM INFLAT PROTEC | P | 2021-08-23 | 2022-03-01 | $496,327 | $500,070 | -$3,743 | -$3,743 |
| 5838 SHARES OF VANGUARD SHR-TM INFLAT PROTEC | P | 2021-05-19 | 2022-03-01 | $303,282 | $305,837 | -$2,555 | -$2,555 |
| 2422 SHARES OF BARCLAYS PLC ADR | P | 2021-04-27 | 2022-03-04 | $20,920 | $25,019 | -$4,099 | -$4,099 |
| 5175 SHARES OF BARCLAYS PLC ADR | P | 2021-05-05 | 2022-03-04 | $44,699 | $51,229 | -$6,530 | -$6,530 |
| 2320 SHARES OF BARCLAYS PLC ADR | P | 2021-04-13 | 2022-03-04 | $20,039 | $23,799 | -$3,760 | -$3,760 |
| 1246 SHARES OF LEGRAND SA | P | 2021-04-27 | 2022-03-09 | $22,664 | $25,052 | -$2,388 | -$2,388 |
| 747 SHARES OF SCHNEIDER ELEC SA UNSP ADR | P | 2021-04-13 | 2022-03-09 | $23,416 | $23,908 | -$492 | -$492 |
| 1582 SHARES OF SCHNEIDER ELEC SA UNSP ADR | P | 2021-05-05 | 2022-03-09 | $49,591 | $50,950 | -$1,359 | -$1,359 |
| 1207 SHARES OF LEGRAND SA | P | 2021-04-13 | 2022-03-09 | $21,954 | $23,970 | -$2,016 | -$2,016 |
| 755 SHARES OF SCHNEIDER ELEC SA UNSP ADR | P | 2021-04-27 | 2022-03-09 | $23,667 | $25,065 | -$1,398 | -$1,398 |
| 2572 SHARES OF LEGRAND SA | P | 2021-05-05 | 2022-03-09 | $46,782 | $51,022 | -$4,240 | -$4,240 |
| 455 SHARES OF AALBERTS INDUSTRIES NV, | P | 2021-04-27 | 2022-03-09 | $22,068 | $25,100 | -$3,032 | -$3,032 |
| 834 SHARES OF DEUTSCHE POST AG SPONSORED ADR | P | 2021-05-05 | 2022-03-09 | $40,247 | $50,844 | -$10,597 | -$10,597 |
| 424 SHARES OF DEUTSCHE POST AG SPONSORED ADR | P | 2021-04-27 | 2022-03-09 | $20,461 | $24,995 | -$4,534 | -$4,534 |
| 406 SHARES OF DEUTSCHE POST AG SPONSORED ADR | P | 2021-04-13 | 2022-03-09 | $19,593 | $23,733 | -$4,140 | -$4,140 |
| 1025 SHARES OF CRH PLC ADR | P | 2021-05-05 | 2022-03-09 | $42,626 | $51,209 | -$8,583 | -$8,583 |
| 527 SHARES OF CRH PLC ADR | P | 2021-04-27 | 2022-03-09 | $21,916 | $24,996 | -$3,080 | -$3,080 |
| 922 SHARES OF AALBERTS INDUSTRIES NV, | P | 2021-05-05 | 2022-03-09 | $44,718 | $50,966 | -$6,248 | -$6,248 |
| 456 SHARES OF AALBERTS INDUSTRIES NV, | P | 2021-04-13 | 2022-03-09 | $22,116 | $23,841 | -$1,725 | -$1,725 |
| 494 SHARES OF CRH PLC ADR | P | 2021-04-13 | 2022-03-09 | $20,544 | $23,827 | -$3,283 | -$3,283 |
| 5000 SHARES OF BCS CI AUTO AA 11850 *24DE13 | P | 2021-12-10 | 2022-03-15 | $50,000 | $50,000 | $0 | $0 |
| 12072 SHARES OF ISHARES GLOBAL FINANCIALS ETF | P | 2021-11-11 | 2022-03-29 | $984,949 | $999,682 | -$14,733 | -$14,733 |
| 2500 SHARES OF JPM CI AUTO WFC 10800 *24OC11 | P | 2021-10-08 | 2022-04-13 | $25,000 | $25,000 | $0 | $0 |
| 1673 SHARES OF ISHARES US REGIONAL BANKS ETF | P | 2022-03-04 | 2022-05-09 | $88,284 | $99,878 | -$11,594 | -$11,594 |
| 3011 SHARES OF ISHARES US REGIONAL BANKS ETF | P | 2022-02-09 | 2022-05-09 | $158,890 | $200,153 | -$41,263 | -$41,263 |
| 963 SHARES OF VANGUARD FINANCIALS ETF | P | 2021-12-16 | 2022-05-11 | $79,021 | $92,814 | -$13,793 | -$13,793 |
| 11534.604 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-05-11 | 2022-05-11 | $115,000 | $115,115 | -$115 | -$115 |
| 617 SHARES OF WELLS FARGO & CO NEW | P | 2022-03-04 | 2022-05-11 | $26,670 | $29,949 | -$3,279 | -$3,279 |
| 45135.406 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-05-12 | 2022-05-12 | $450,000 | $450,451 | -$451 | -$451 |
| 1014 SHARES OF VANGUARD CONSM STPLES ET ETF | P | 2022-02-09 | 2022-05-20 | $182,766 | $199,993 | -$17,227 | -$17,227 |
| 17 SHARES OF ALPHABET INC CL A | P | 2022-01-04 | 2022-05-20 | $36,045 | $49,232 | -$13,187 | -$13,187 |
| 19 SHARES OF ALPHABET INC CL A | P | 2022-01-10 | 2022-05-20 | $40,286 | $51,590 | -$11,304 | -$11,304 |
| 18 SHARES OF ALPHABET INC CL A | P | 2022-01-18 | 2022-05-20 | $38,165 | $49,182 | -$11,017 | -$11,017 |
| 16 SHARES OF AMAZON COM INC | P | 2022-01-10 | 2022-05-20 | $33,643 | $50,632 | -$16,989 | -$16,989 |
| 15 SHARES OF AMAZON COM INC | P | 2022-01-18 | 2022-05-20 | $31,540 | $47,379 | -$15,839 | -$15,839 |
| 14 SHARES OF AMAZON COM INC | P | 2022-01-04 | 2022-05-20 | $29,437 | $46,837 | -$17,400 | -$17,400 |
| 525 SHARES OF JPMORGAN CHASE & CO | P | 2022-03-04 | 2022-05-20 | $60,570 | $69,925 | -$9,355 | -$9,355 |
| 215 SHARES OF GOLDMAN SACHS GRP INC | P | 2022-03-04 | 2022-05-23 | $67,104 | $70,063 | -$2,959 | -$2,959 |
| 2003 SHARES OF VANGUARD SM CAP VALUE ETF | P | 2021-12-13 | 2022-05-25 | $323,763 | $349,895 | -$26,132 | -$26,132 |
| 5415 SHARES OF VANGUARD SM CAP VALUE ETF | P | 2021-11-11 | 2022-05-25 | $875,275 | $999,949 | -$124,674 | -$124,674 |
| 2674 SHARES OF VANGUARD SM CAP VALUE ETF | P | 2021-11-08 | 2022-05-25 | $432,222 | $499,692 | -$67,470 | -$67,470 |
| 5000 SHARES OF CITI CI AUTO CVS 7500 *24DE06 | P | 2021-12-03 | 2022-06-08 | $50,000 | $50,000 | $0 | $0 |
| 25075.226 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-08-09 | 2022-08-09 | $250,000 | $250,251 | -$251 | -$251 |
| 920.095 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-08-24 | 2022-08-24 | $9,173 | $9,183 | -$10 | -$10 |
| 4.734 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-08-24 | 2022-08-24 | $47 | $47 | $0 | $0 |
| 19135.352 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-08-24 | 2022-08-24 | $190,779 | $190,779 | $0 | $0 |
| 5000 SHARES OF GS CI AUTO AAPL 8300 *25MY30 | P | 2022-05-27 | 2022-09-01 | $50,000 | $50,000 | $0 | $0 |
| 2500 SHARES OF BARC RECISS E03WE 8200 *24OC11 | P | 2021-10-08 | 2022-09-15 | $24,860 | $25,000 | -$140 | -$140 |
| 5000 SHARES OF BARC RECISS FE7F3 8200 *24DE06 | P | 2021-12-03 | 2022-09-15 | $48,570 | $50,000 | -$1,430 | -$1,430 |
| 107 SHARES OF STANLEY BLACK & DECKER INC | P | 2022-08-09 | 2022-09-29 | $8,366 | $9,950 | -$1,584 | -$1,584 |
| 172 SHARES OF CELANESE CORP SERIES A COM STK | P | 2022-08-24 | 2022-09-29 | $15,484 | $19,886 | -$4,402 | -$4,402 |
| 206 SHARES OF EASTMAN CHEMICAL COMPANY | P | 2022-08-24 | 2022-09-29 | $14,734 | $19,917 | -$5,183 | -$5,183 |
| 675 SHARES OF HUNTSMAN CORP | P | 2022-08-24 | 2022-09-29 | $16,530 | $20,034 | -$3,504 | -$3,504 |
| 224 SHARES OF LYONDELLBASELL NV CL-A | P | 2022-08-24 | 2022-09-29 | $16,639 | $19,987 | -$3,348 | -$3,348 |
| 1104 SHARES OF METLIFE INCORPORATED | P | 2022-03-04 | 2022-09-29 | $67,678 | $69,944 | -$2,266 | -$2,266 |
| 281767.356 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-10-05 | 2022-10-05 | $2,809,221 | $2,809,221 | $0 | $0 |
| 87.141 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-10-05 | 2022-10-05 | $869 | $869 | $0 | $0 |
| 141.24 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-10-05 | 2022-10-05 | $1,408 | $1,410 | -$2 | -$2 |
| 86784.511 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-10-05 | 2022-10-05 | $865,242 | $865,242 | $0 | $0 |
| 329.853 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-10-05 | 2022-10-05 | $3,289 | $3,289 | $0 | $0 |
| 496.494 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-10-05 | 2022-10-05 | $4,950 | $4,950 | $0 | $0 |
| 746.747 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-10-05 | 2022-10-05 | $7,445 | $7,453 | -$8 | -$8 |
| 938.662 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-10-05 | 2022-10-05 | $9,358 | $9,368 | -$10 | -$10 |
| 943.716 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-10-05 | 2022-10-05 | $9,409 | $9,409 | $0 | $0 |
| 45135.406 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-10-05 | 2022-10-05 | $450,000 | $450,451 | -$451 | -$451 |
| 11393.364 SHARES OF MSIF ULTRA-SHORT INCOME IR | P | 2022-10-05 | 2022-10-05 | $113,592 | $113,706 | -$114 | -$114 |
| 253 SHARES OF WALGREENS BOOTS ALLIANCE INC | P | 2022-08-09 | 2022-11-07 | $9,866 | $9,990 | -$124 | -$124 |
| 5554 SHARES OF ASTRA SPACE INC CL A | P | 2017-10-03 | 2022-01-12 | $33,435 | $5,457 | $27,978 | $27,978 |
| 20000 SHARES OF GS PLUS SX5E 22DE22 | P | 2019-12-18 | 2022-03-16 | $210,994 | $200,000 | $10,994 | $10,994 |
| 565 SHARES OF WELLS FARGO & CO NEW | P | 2021-04-27 | 2022-05-11 | $24,422 | $25,016 | -$594 | -$594 |
| 651 SHARES OF WELLS FARGO & CO NEW | P | 2021-03-03 | 2022-05-11 | $28,140 | $24,874 | $3,266 | $3,266 |
| 1095 SHARES OF WELLS FARGO & CO NEW | P | 2021-05-05 | 2022-05-11 | $47,332 | $50,279 | -$2,947 | -$2,947 |
| 180 SHARES OF CAPITAL ONE FINANCIAL CORP | P | 2021-04-27 | 2022-05-16 | $20,811 | $24,953 | -$4,142 | -$4,142 |
| 198 SHARES OF CAPITAL ONE FINANCIAL CORP | P | 2021-03-03 | 2022-05-16 | $22,892 | $24,873 | -$1,981 | -$1,981 |
| 327 SHARES OF CAPITAL ONE FINANCIAL CORP | P | 2021-05-05 | 2022-05-16 | $37,807 | $50,176 | -$12,369 | -$12,369 |
| 162 SHARES OF JPMORGAN CHASE & CO | P | 2021-03-03 | 2022-05-20 | $18,690 | $24,904 | -$6,214 | -$6,214 |
| 481 SHARES OF JPMORGAN CHASE & CO | P | 2021-05-05 | 2022-05-20 | $55,493 | $75,074 | -$19,581 | -$19,581 |
| 25000 SHARES OF ARVINAS INC | P | 2016-10-15 | 2022-05-23 | $1,068,613 | $123,788 | $944,825 | $944,825 |
| 874 SHARES OF GT WEST LIFECO INC | P | 2021-04-27 | 2022-05-25 | $23,191 | $25,133 | -$1,942 | -$1,942 |
| 755 SHARES OF ABB LTD | P | 2021-04-27 | 2022-05-25 | $22,559 | $24,945 | -$2,386 | -$2,386 |
| 1640 SHARES OF GT WEST LIFECO INC | P | 2021-05-05 | 2022-05-25 | $43,517 | $47,873 | -$4,356 | -$4,356 |
| 1532 SHARES OF ABB LTD | P | 2021-05-05 | 2022-05-25 | $45,775 | $51,230 | -$5,455 | -$5,455 |
| 3568 SHARES OF VANGUARD SM CAP VALUE ETF | P | 2020-12-21 | 2022-05-25 | $576,728 | $498,699 | $78,029 | $78,029 |
| 755 SHARES OF ABB LTD | P | 2021-04-13 | 2022-05-25 | $22,559 | $23,816 | -$1,257 | -$1,257 |
| 938 SHARES OF GT WEST LIFECO INC | P | 2021-03-18 | 2022-05-25 | $24,889 | $24,838 | $51 | $51 |
| 1319 SHARES OF IGM FNCL INC | P | 2021-05-05 | 2022-05-25 | $38,033 | $48,305 | -$10,272 | -$10,272 |
| 745 SHARES OF IGM FNCL INC | P | 2021-04-27 | 2022-05-25 | $21,482 | $24,968 | -$3,486 | -$3,486 |
| 793 SHARES OF IGM FNCL INC | P | 2021-03-18 | 2022-05-25 | $22,866 | $24,918 | -$2,052 | -$2,052 |
| 1218 SHARES OF BANK OF AMERICA CORP | P | 2021-05-05 | 2022-06-03 | $44,366 | $50,029 | -$5,663 | -$5,663 |
| 631 SHARES OF BANK OF AMERICA CORP | P | 2021-04-27 | 2022-06-03 | $22,985 | $25,000 | -$2,015 | -$2,015 |
| 678 SHARES OF BANK OF AMERICA CORP | P | 2021-03-03 | 2022-06-03 | $24,697 | $24,901 | -$204 | -$204 |
| 778 SHARES OF BANK OF NOVA SCOTIA | P | 2021-05-05 | 2022-08-03 | $47,011 | $50,022 | -$3,011 | -$3,011 |
| 488 SHARES OF CDN IMPL BK COMMERCE | P | 2021-04-27 | 2022-08-03 | $24,564 | $24,925 | -$361 | -$361 |
| 494 SHARES OF CDN IMPL BK COMMERCE | P | 2021-03-18 | 2022-08-03 | $24,866 | $24,990 | -$124 | -$124 |
| 397 SHARES OF BANK OF NOVA SCOTIA | P | 2021-04-27 | 2022-08-03 | $23,989 | $24,956 | -$967 | -$967 |
| 395 SHARES OF BANK OF NOVA SCOTIA | P | 2021-03-18 | 2022-08-03 | $23,868 | $24,971 | -$1,103 | -$1,103 |
| 368 SHARES OF TORONTO DOM BK NEW | P | 2021-04-27 | 2022-08-03 | $23,802 | $24,936 | -$1,134 | -$1,134 |
| 377 SHARES OF TORONTO DOM BK NEW | P | 2021-03-18 | 2022-08-03 | $24,384 | $24,939 | -$555 | -$555 |
| 517 SHARES OF ROYAL BANK OF CANADA | P | 2021-05-05 | 2022-08-03 | $50,236 | $50,046 | $190 | $190 |
| 266 SHARES OF ROYAL BANK OF CANADA | P | 2021-04-27 | 2022-08-03 | $25,847 | $24,997 | $850 | $850 |
| 267 SHARES OF ROYAL BANK OF CANADA | P | 2021-03-18 | 2022-08-03 | $25,944 | $24,935 | $1,009 | $1,009 |
| 950 SHARES OF CDN IMPL BK COMMERCE | P | 2021-05-05 | 2022-08-03 | $47,819 | $50,039 | -$2,220 | -$2,220 |
| 723 SHARES OF TORONTO DOM BK NEW | P | 2021-05-05 | 2022-08-03 | $46,763 | $50,053 | -$3,290 | -$3,290 |
| 1264 SHARES OF DAY ONE BIOPHARMACEUTICALS INC | P | 2018-03-12 | 2022-09-13 | $30,514 | $30,514 | $30,514 | |
| 266 SHARES OF BK MONTREAL | P | 2021-04-27 | 2022-09-29 | $23,719 | $24,935 | -$1,216 | -$1,216 |
| 280 SHARES OF BK MONTREAL | P | 2021-03-18 | 2022-09-29 | $24,968 | $25,000 | -$32 | -$32 |
| 528 SHARES OF BK MONTREAL | P | 2021-05-05 | 2022-09-29 | $47,082 | $49,970 | -$2,888 | -$2,888 |
| 412 SHARES OF RALLYBIO CORP | P | 2022-10-12 | 2022-10-13 | $3,701 | $2,700 | $1,001 | $1,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $350,501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,163 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,163 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,163 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,163 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $106 | EsPenaltyAmt |
| Tax Due | $106 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | 0 | 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 | 0.25 | $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 |
| 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) |
|---|---|---|
| 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 | $15,599,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $953,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,552,901 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,552,901 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $248,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,304,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $815,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $815,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,163 | TotalTaxAmt |
| Distributable Before Adj | $807,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $807,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $807,067 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $830,947 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $830,947 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $807,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $178,004 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $173,594 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $221,510 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,036 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $724,144 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $830,947 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $807,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,880 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $748,024 | 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 | $178,004 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $570,020 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $173,594 | ExcessFromYear4Amt |
| Excess From Year3 | $221,510 | ExcessFromYear3Amt |
| Excess From Year2 | $151,036 | ExcessFromYear2Amt |
| Excess From Current Year | $23,880 | 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 (65 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 | |||||||
| 1836 BAY ROAD SUITE B | EAST PALO ALTO | CA | 94303 | NONE | PC | SEE STATEMENT A | $2,500 |
| ACCION OPPORTUNITY FUND INC | |||||||
| 111 W ST JOHN STREET STE 800 | SAN JOSE | CA | 95113 | NONE | PC | SEE STATEMENT A | $25,000 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON DC | DC | 20005 | NONE | PC | SEE STATEMENT A | $1,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 440 FIRST STREET NW SUITE 300 | WASHINGTON DC | DC | 20001 | NONE | PC | SEE STATEMENT A | $1,000 |
| AMERICAN PRAIRIE FOUNDATION | |||||||
| 7 E BEALL ST STE 100 | BOZEMAN | MT | 597153626 | NONE | PC | SEE STATEMENT A | $10,000 |
| BUILD CHANGE | |||||||
| 535 16TH STREET SUITE 605 | DENVER | CO | 80202 | NONE | PC | SEE STATEMENT A | $2,500 |
| CATALINO TAPIA SCHOLARSHIP FOUNDATION | |||||||
| 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 | $15,000 |
| CLEARITY FOUNDATION | |||||||
| 4365 EXECUTIVE DRIVE SUITE 1500 | SAN DIEGO | CA | 92121 | NONE | PC | SEE STATEMENT A | $2,000 |
| COMMON SENSE MEDIA | |||||||
| 650 TOWNSEND ST SUITE 435 | SAN FRANCISCO | CA | 94103 | NONE | PC | SEE STATEMENT A | $1,000 |
| CRYSTAL SPRINGS UPLANDS SCHOOL | |||||||
| 400 UPLANDS DRIVE | HILLSBOROUGH | CA | 94010 | NONE | PC | SEE STATEMENT A | $1,000 |
| DARAJA EDUCATION FUND | |||||||
| 4380 REDWOOD HWY STE B10 | SAN RAFAEL | CA | 949032110 | NONE | PC | SEE STATEMENT A | $10,000 |
| 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 |
| FOUR WINDS INC | |||||||
| PO BOX 140 | DEER HARBOR | WA | 98243 | NONE | PC | SEE STATEMENT A | $4,000 |
| FRESH LIFE LINES FOR YOUTH | |||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | SEE STATEMENT A | $10,000 |
| FRONT PORCH COMMUNITIES AND SERVICES | |||||||
| 800 NORTH BRAND BOULEVARD 19TH FL | GLENDALE | CA | 912031231 | NONE | PC | SEE STATEMENT A | $1,000 |
| GLOBAL FUND FOR CHILDREN | |||||||
| 1101 14TH STREET NW SUITE 420 | WASHINGTON DC | DC | 20005 | NONE | PC | SEE STATEMENT A | $40,000 |
| GLOBAL FUND FOR WOMEN | |||||||
| 222 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94108 | 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 1 | CAMBRIDGE | MA | 021411154 | NONE | PC | SEE STATEMENT A | $10,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON DC | DC | 20090 | 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 | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | SEE STATEMENT A | $25,000 |
| LIFEMOVES | |||||||
| 260 COMMERCIAL ST | SAN JOSE | CA | 95112 | NONE | PC | SEE STATEMENT A | $5,000 |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER ROAD | SAUSALITO | CA | 94965 | NONE | PC | SEE STATEMENT A | $2,500 |
| MISSION HOSPICE OF SAN MATEO COUNTY | |||||||
| 1670 SOUTH AMPLETT BLVD 300 | SAN MATEO | CA | 94402 | NONE | PC | SEE STATEMENT A | $1,000 |
| NARAL PRO CHOICE AMERICA | |||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON DC | DC | 20006 | NONE | PC | SEE STATEMENT A | $10,000 |
| NATIONAL WOMEN'S LAW CENTER | |||||||
| 1350 I ST NW STE 700 | WASHINGTON DC | DC | 200057202 | NONE | 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 |
| NEWS LITERACY PROJECT INC | |||||||
| 5525 DEVON RD | BETHESDA | MD | 208141009 | NONE | PC | SEE STATEMENT A | $10,000 |
| NEWYORK-PRESBYTERIAN-QUEENS | |||||||
| 5645 MAIN ST | FLUSHING | NY | 113555045 | NONE | PC | SEE STATEMENT A | $10,000 |
| NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE | |||||||
| 234 E GISH RD 200 | SAN JOSE | CA | 95112 | NONE | PC | SEE STATEMENT A | $5,000 |
| PAN-MASSACHUSETTS CHALLENGE INC | |||||||
| 77 4TH AVE | NEEDHAM | MA | 024942704 | NONE | PC | SEE STATEMENT A | $1,026 |
| PARTNERS IN HEALTH CORP | |||||||
| 888 COMMONWEALTH AVE 3RD FLR | BOSTON | MA | 02215 | NONE | PC | SEE STATEMENT A | $40,000 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PC | SEE STATEMENT A | $60,000 |
| PHILIP EXETER ACADEMY | |||||||
| 20 MAIN ST | EXETER | NH | 03833 | NONE | PC | SEE STATEMENT A | $17,810 |
| PLANNED PARENTHOOD NORTHERN CALIFORNIA | |||||||
| 2185 PACHECO ST | CONCORD | CA | 94520 | NONE | PC | SEE STATEMENT A | $10,000 |
| 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 |
| RESURGE INTERNATIONAL | |||||||
| 145 N WOLFE | SUNNYVALE | CA | 94086 | NONE | PC | SEE STATEMENT A | $83,502 |
| 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 |
| 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 |
| SECOND HARVEST FOOD BANK | |||||||
| 4001 NORTH 1ST STREET | SAN JOSE | CA | 95134 | NONE | PC | SEE STATEMENT A | $2,000 |
| SOCIAL GOOD FUND | |||||||
| 12651 SAN PABLO AVE UNIT 5473 | RICHMOND | CA | 948054021 | NONE | PC | SEE STATEMENT A | $15,000 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 MAYFLOWER AVENUE STE 400 | MONROVIA | CA | 91016 | NONE | PC | SEE STATEMENT A | $1,000 |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | SEE STATEMENT A | $117,500 |
| STORM TRYSAIL FOUNDATION | |||||||
| 1 WOODBINE AVENUE | LARCHMONT | NY | 10538 | NONE | PC | SEE STATEMENT A | $2,500 |
| THE BRIGID ALLIANCE INC | |||||||
| PO BOX 58 PLANETARIUM STATION | NEW YORK | NY | 10024 | NONE | PC | SEE STATEMENT A | $15,000 |
| THE LEE INITIATIVE | |||||||
| 610 W MAGNOLIA AVE | LOUISVILLE | KY | 40208 | NONE | PC | SEE STATEMENT A | $1,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 222031637 | NONE | PC | SEE STATEMENT A | $20,000 |
| THE WHALE MUSEUM | |||||||
| PO BOX 945 | FRIDAY HARBOR | WA | 98250 | NONE | PC | SEE STATEMENT A | $7,500 |
| UPSTREAM USA | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON DC | DC | 20036 | NONE | PC | SEE STATEMENT A | $25,000 |
| UPTURNSHIP | |||||||
| 5121 MIRROR LAKES DR | MINNEAPOLIS | MN | 55436 | NONE | PC | SEE STATEMENT A | $2,500 |
| WARRIOR SAILING | |||||||
| 11055 6TH ST E | KINGS POINT | NY | 33706 | 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 | $797,338 | 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 | $4,104 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,137 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,914 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$675,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$328,628 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$328,628 | 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 | 10 | LineNumberTxt |
| Relationship Statement | FEDERAL TAX REFUND | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 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 | $46,920 | Yes (X) | |
| WENDE HUTTON | |||||||
| 2 | 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | $1,158,229 | Yes (X) | Yes (X) |
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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY | Desc |
| BOY Book Value | $15,920,006 | BOYBookValueAmt |
| EOY Book Value | $15,969,742 | EOYBookValueAmt |
| EOYFMV | $16,332,859 | EOYFMVAmt |
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 |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $56,389 | $56,389 | $0 | $0 |
| STATE FILING FEES | $450 | $0 | $0 | $450 |
| OFFICE EXPENSES | $386 | $0 | $0 | $386 |
| CUSTODY FEES | $1,619 | $1,619 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MS #4882 | Desc |
| Revenue And Expenses Per Books | $71,914 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $71,914 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TEMP DIFFERENCES FROM 1099S | Desc |
| Amt | $3,650 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $65,546 | Amt |
| Net Investment Income | $32,773 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32,773 | DisbursementsCharitablePrpsAmt |
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 | $114,502 | $0 | $0 | $0 |
| FOREIGN TAXES | $19,643 | $19,643 | $0 | $0 |
Comments