JON AND KAREN HUNTSMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JON AND KAREN HUNTSMAN FOUNDATION (EIN 74-2521914)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349105895
- 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
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T16:22:36-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742521914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUNTSMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNT | BusinessNameControlTxt |
| Phone | 8015845700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 HUNTSMAN WAY | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM MUIR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6123974000 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.131.126.75 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 14:30:21 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D0F00760229A75B55BFD7D97984D81F693CB4E23 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $622,718,976 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $585,101 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $51,907 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,907 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,889,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,138,124 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,450,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,031,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,482,676 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,706,393 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $211,854 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $56,684,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,884,561 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $465,756 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $465,756 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $326,257 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $326,257 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $84,981 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $84,981 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,037 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,037 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $356,683 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $356,683 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,679,101 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $625,447 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $742,943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,192 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $699,966 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,982,903 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $263,047 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,390,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,984,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,157,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,532,523 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,282,523 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,923,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,984,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,439,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,760,798 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,900,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,719,960 | CashBOYAmt |
| Cash EOY | $4,476,029 | CashEOYAmt |
| Cash EOYFMV | $4,476,029 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,545,589 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $344,418,191 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $344,418,191 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $445,687 | AcctRcvblAmt |
| Acct Rcvbl EOY | $445,687 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $445,687 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $620,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $620,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $620,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $620,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $299,600,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,661,396 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,661,396 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $35,560,984 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $213,850,064 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $209,097,673 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $209,097,673 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $560,897,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $622,718,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $622,718,976 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $35,031 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,118,221 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $120,000,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $120,000,000 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $120,035,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $121,118,221 | 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 | $440,862,348 | RetainedEarningBOYAmt |
| Retained Earning EOY | $501,600,755 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $440,862,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $501,600,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $560,897,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $622,718,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $440,862,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,760,798 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,977,609 | OtherIncreasesAmt |
| Subtotal | $501,600,755 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $501,600,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| PORTFOLIO GAINS | P | $11,450,749 | $11,450,749 | |
| PARTNERSHIP GAINS | P | $10,031,927 | $10,031,927 | $10,031,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,482,676 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $578,009 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $578,009 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $578,009 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $370,939 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $750,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,120,939 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $542,930 | OverpaymentAmt |
| Applied To ES Tax | $542,930 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TOM MUIR | IndividualWithBooksNm |
| Phone | 8015845700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 HUNTSMAN WAY | AddressLine1Txt |
| City | SLC | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2017 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER R HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | CEO/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN H HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | CHAIR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES H HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY ANNE HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER H HUFFMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTENA DURHAM | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | EVP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL C HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | EVP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER H PARKIN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | EVP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK H HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | HONORARY DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID H HUNTSMAN | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | PRESIDENT/COO/DIR | 30.00 | $465,756 | $0 | $0 |
| RONALD G MOFFITT | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | SECRETARY | 1.00 | $0 | $0 | $0 |
| THOMAS E MUIR | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | VP, CFO, TREASURER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E MUIR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1097 CRESTVIEW CIRCLE | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TREASURER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $213,984 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BERNSTEIN | ||||||
| 1345 AVENUE OF THE AMERICAS 13TH | FLOOR | NEW YORK | NY | 10105 | MANAGEMENT FEES | $421,988 |
| THOUGHTLAB LLC | ||||||
| 56 EAST BROADWAY SUITE 200 | SALT LAKE CITY | UT | 84111 | MANAGEMENT FEES | $170,918 | |
| PRESCOTT CONSULTING | ||||||
| 820 SUNRISE CIRCLE | CENTERVILLE | UT | 84014 | CONSULTING | $100,000 | |
| STOEL RIVERS LLP | ||||||
| 201 SOUTH MAIN STREET SUITE 1100 | SALT LAKE CITY | UT | 84111 | LEGAL | $82,636 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $281,255,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,430,466 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $210,163,360 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $580,849,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $49,500,000 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $531,349,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,970,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $523,379,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,168,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,168,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $578,009 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $110,393 | IncomeTaxAmt |
| Total Tax | $688,402 | TotalTaxAmt |
| Distributable Before Adj | $25,480,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,480,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,480,558 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,439,806 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,439,806 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,439,806 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,480,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,259,894 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Total For Prior Years | $667,660 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,439,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,259,894 | AppliedToYear1Amt |
| Applied To Prior Years | $179,912 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $487,748 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $487,748 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $25,480,558 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY FOR MATH ENGINEERING & SCIENCE | ||||||||
| 5715 SOUTH 1300 EAST | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL SUPPORT | $17,000 | |
| AMERICAN INDIAN SERVICES | ||||||||
| 3115 EAST LION LANE SUITE 320 | COTTONWOOD HEIGHTS | UT | 84121 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AUTISM SERVICE DOGS OF AMERICA | ||||||||
| 20340 SOUTHWEST BOONES FERRY ROAD | TUALATIN | OR | 97062 | NONE | PC | GENERAL SUPPORT | $40,000 | SUITE A |
| BALLET WEST | ||||||||
| 52 WEST 200 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| BYU MELVIN J BALLARD CENTER | ||||||||
| D-346 ASB | PROVO | UT | 84602 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| CACHE VALLEY FOR HOPE CANCER FOUNDATION | ||||||||
| 135 SOUTH MAIN | LOGAN | UT | 84321 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| CARDIOVASCULAR FOUNDATION OF SE TEXAS | ||||||||
| 2680 MCFADDIN STREET | BEAUMONT | TX | 77702 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| CARNEGIE HALL | ||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| CATHOLIC COMMUNITY SERVICES | ||||||||
| 745 EAST 300 SOUTH | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL SUPPORT | $946,667 | |
| CHABAD LUBAVITCH OF UTAH | ||||||||
| 1760 SOUTH 1100 EAST SUITE 2A | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| CITIZENS COMMITTEE TO SAVE OUR CANYONS | ||||||||
| 3690 EAST FORT UNION SUITE 101 | COTTONWOOD HEIGHTS | UT | 84101 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| COMMUNITY NURSING SERVICES | ||||||||
| 2830 SOUTH REDWOOD ROAD | WEST VALLEY CITY | UT | 84119 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| DREAM GAP FOUNDATION INC | ||||||||
| 4833 FRONT STREET SUITE B 243 | CASTLE ROCK | CO | 80104 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| ENCIRCLE FAMILY & YOUTH RESOURCE CENTER | ||||||||
| 91 WEST 200 SOUTH | PROVO | UT | 84601 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| EQUALITY UTAH | ||||||||
| 175 WEST 200 SOUTH SUITE 1004 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL SUPPORT | $35,300 | |
| GREEK ORTHODOX CHURCH | ||||||||
| 246 WEST BROADWAY | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HALE CENTRE THEATRE | ||||||||
| 3333 SOUTH DECKER LAKE DRIVE | WEST VALLEY CITY | UT | 84119 | NONE | PC | GENERAL SUPPORT | $400,000 | |
| HINCKLEY INSTITUTE OF POLITICS | ||||||||
| 260 CENTRAL CAMPUS DRIVE GARDNER | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL SUPPORT | $15,000 | COMMONS ROOM 2018 |
| HUNTSMAN AWARDS FOR EXCELLENCE IN EDUCATION | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL SUPPORT | $260,101 | |
| HUNTSMAN CANCER FOUNDATION | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL SUPPORT | $255,500 | |
| HUNTSMAN WORLD SENIOR GAMES | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL SUPPORT | $300,964 | |
| IDAHO STATE UNIVERSITY FOUNDATION | ||||||||
| CAMPUS BOX 8265 | POCATELLO | ID | 83209 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| INTERMOUNTAIN HEALTH CARE INC | ||||||||
| 36 SOUTH STATE STREET SUITE 2200 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| JARED PRESCOTT MASCARENE ISLANDS CHARITABLE TRUST | ||||||||
| 3255 WEST HIGH SCHOOL ROAD | JACKSON | WY | 83002 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| JMH FAMILY COMMUNITY TRUST | ||||||||
| 1611 NORTHWEST 12TH AVENUE | MIAMI | FL | 33136 | NONE | PC | GENERAL SUPPORT | $1,000,000 | |
| JUDGE MEMORIAL CATHOLIC HIGH SCHOOL | ||||||||
| 600 SOUTH 1100 EAST | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| JUNIOR ACHIEVEMENT OF UTAH INC | ||||||||
| 515 SOUTH 700 EAST SUITE 1F | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LARRY MILLER CHARITIES | ||||||||
| 9350 SOUTH 150 EAST SUITE 1000 | SANDY | UT | 84070 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| MARQUETTE UNIVERSITYMAJERUS SCHOLARSHIP | ||||||||
| 1250 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53233 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| NATIONAL ABILITY CENTER | ||||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | NONE | PC | GENERAL SUPPORT | $650,000 | |
| NATIONAL MULTIPLE SCLEROSIS | ||||||||
| 396 WEST IRONWOOD DRIVE | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | NONE | PC | GENERAL SUPPORT | $13,100,000 | |
| NEIGHBORHOOD HOUSE ASSOCIATION | ||||||||
| 1050 WEST 500 SOUTH | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL SUPPORT | $110,000 | |
| OLSON-HUNTSMAN VISION FOUNDATION | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | NONE | PF | GENERAL SUPPORT | $1,250,000 | |
| PARK CITY READS | ||||||||
| 1109 FOXCREST DRIVE | PARK CITY | UT | 84098 | NONE | PC | GENERAL SUPPORT | $8,500 | |
| RISING STAR OUTREACH INC | ||||||||
| 3305 NORTH UNIVERSITY SUITE 250 | PROVO | UT | 84604 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SALT LAKE EDUCATION FOUNDATION | ||||||||
| 440 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL SUPPORT | $98,500 | |
| SALT LAKE FILM SOCIETY | ||||||||
| 111 EAST BROADWAY SUITE 99 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SCHOOL OF AMERICAN BALLET | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SENIOR CHARITY CARE FOUNDATION | ||||||||
| 1555 WEST 2200 SOUTH SUITE B | WEST VALLEY CENTER | UT | 84119 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| SIGMA CHI FOUNDATION - HUNTSMAN LEADERSHIP SUMMIT | ||||||||
| 1714 HINMAN AVENUE | EVANSTON | UT | 60201 | NONE | PC | GENERAL SUPPORT | $500,000 | |
| SPECIAL OLYMPICS UTAH INC | ||||||||
| 1400 SOUTH FOOTHILL DRIVE 238 | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SRI GANESHA HINDU TEMPLE OF UTAH DBA INDIA CULTURAL CENTER | ||||||||
| 1142 WEST SOUTH JORDAN PARKWAY | SOUTH JORDAN | UT | 84095 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ST VINCENT DEPAUL THRIFT CENTER | ||||||||
| PO BOX 94 | SPRINGFIELD | OH | 45501 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| SUNDANCE INSTITUTE | ||||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| THE ADAMS & GLADWELL RESEARCH FOUNDATION | ||||||||
| 3920 SOUTH 1100 EAST SUITE 150 | SALT LAKE CITY | UT | 84124 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| THE APA SHERPA FOUNDATION | ||||||||
| PO BOX 711116 | SALT LAKE CITY | UT | 84171 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| THE HELLENIC COMMUNITY FOUNDATION | ||||||||
| PO BOX 520370 | SALT LAKE CITY | UT | 84152 | NONE | PC | GENERAL SUPPORT | $500,000 | |
| THE ROAD HOME | ||||||||
| 210 SOUTH RIO GRANDE STREET | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THIS IS THE PLACE HERITAGE PARK (THIS IS THE PLACE FOUNDATION) | ||||||||
| 2601 EAST SUNNYSIDE AVENUE | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF UTAH - BASKETBALL PROGRAM | ||||||||
| 201 PRESIDENTS CIRCLEROOM 203 | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| UNIVERSITY OF UTAH - CONCOURSE ARENA | ||||||||
| 1825 SOUTH CAMPUS DRIVE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| UNIVERSITY OF UTAH - JOHN A MORAN EYE CENTER | ||||||||
| 65 MARIO CAPECCHI DRIVE | SALT LAKE CITY | UT | 84132 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| UNIVERSITY OF UTAH - MOFFITT SCHOLARSHIPS | ||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL SUPPORT | $24,242 | |
| UNIVERSITY OF UTAH COLLEGE OF FINE ARTS | ||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| UNIVERSITY OF UTAH NEUROPSYCHIATRIC INSTITUTE | ||||||||
| 501 CHIPETA WAY | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL SUPPORT | $90,000 | |
| UNIVERSITY OF UTAH PRESIDENTIAL CHAIRS-HEALTH SCIENCES | ||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL SUPPORT | $900,000 | |
| UTAH ANTI-BULLYING COALITION | ||||||||
| 9350 SOUTH STATE STREET | SANDY | UT | 84093 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| UTAH ATHLETIC FOUNDATION DBA UTAH OLYMPIC LEGACY FOUNDATION | ||||||||
| PO BOX 980337 | PARK CITY | UT | 84098 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UTAH COALITION AGAINST PORNOGRAPHY | ||||||||
| 257 EAST 200 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| UTAH FOOD BANK | ||||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| UTAH JOB OPPORTUNITY FOUNDATION | ||||||||
| 175 EAST 400 SOUTH 600 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| UTAH SPORTS COMMISSION FOUNDATION | ||||||||
| 201 SOUTH MAIN STREET 2125 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| UTAH STATE UNIVERSITY - HARDING FUND | ||||||||
| 1400 OLD MAIN HILL | LOGAN | UT | 84322 | NONE | PC | GENERAL SUPPORT | $23,623 | |
| UTAH STATE UNIVERSITY JMH BUS SCHOOL | ||||||||
| 1400 OLD MAIN HILL | LOGAN | UT | 84322 | NONE | PC | GENERAL SUPPORT | $2,575,109 | |
| UTAH VALLEY UNIVERSITY | ||||||||
| 800 WEST UNIVERSITY PARKWAY ROOM | OREM | UT | 84058 | NONE | PC | GENERAL SUPPORT | $148 | MS-111 |
| UTAH VALLEY UNIVERSITY-KIMBALL FUND | ||||||||
| 800 WEST UNIVERSITY PARKWAY ROOM | OREM | UT | 84058 | NONE | PC | GENERAL SUPPORT | $4,252 | AD-218 |
| VOLUNTEERS OF AMERICA UTAH | ||||||||
| 435 WEST BEARCAT DRIVE | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| WASATCH HOMELESS HEALTH CARE DBA FOURTH STREET CLINIC | ||||||||
| 409 SOUTH 400 WEST | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL SUPPORT | $400,117 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| YWCA | ||||||||
| 322 EAST 300 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL SUPPORT | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,532,523 | 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 | $51,907 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,889,895 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $61,985 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,338,764 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 523000 | $286,554 | 14 | $33,039,349 |
| OTHER INCOME | 523000 | $1,380,490 | 14 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,729,029 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,319,915 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,048,944 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JON M HUNTSMAN ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 HUNTSMAN WAY | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 89108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $585,101 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,037 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,037 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SECION 4942(H)(2) AND REGULATION SECTION 53.4942(A)-3(D)(2), TAXPAYER HEREBY ELECTS TO TREAT THE CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIUBED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS: 2017: $667,660SIGNED:_______________________________ | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SECION 4942(H)(2) AND REGULATION SECTION 53.4942(A)-3(D)(2), TAXPAYER HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIUBUIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF CORPUS. TAX YEAR 2017: $1,168,745TOTAL: $1,168,745SIGNED:_______________________________ | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| OLSON-HUNTSMAN VISION FOUNDATION | ||||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | 2017-07-14 | $2,500,000 | TO FUND CHARITABLE GRANTMAKING BY OLSON-HUNTSMAN VISION FOUNDATION. | $2,500,000 | NONE | 11/8/19 & 11/5/20 | FOUNDATION STAFF REVIEWED THE GRANTEE'S REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). |
| OLSON-HUNTSMAN VISION FOUNDATION | ||||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | 2018-03-21 | $2,510,000 | TO FUND CHARITABLE GRANTMAKING BY OLSON-HUNTSMAN VISION FOUNDATION. | $411,530 | NONE | 11/8/19 & 11/5/20 | FOUNDATION STAFF REVIEWED THE GRANTEE'S REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). |
| OLSON-HUNTSMAN VISION FOUNDATION | ||||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | 2018-12-20 | $1,250,000 | TO FUND CHARITABLE GRANTMAKING BY OLSON-HUNTSMAN VISION FOUNDATION. | $0 | NONE | 11/8/19 & 11/5/20 | FOUNDATION STAFF REVIEWED THE GRANTEE'S REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). |
| OLSON-HUNTSMAN VISION FOUNDATION | ||||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | 2019-12-19 | $1,250,000 | TO FUND CHARITABLE GRANTMAKING BY OLSON-HUNTSMAN VISION FOUNDATION. | $0 | NONE | 11/5/2020 | FOUNDATION STAFF REVIEWED THE GRANTEE'S REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CFT SECURITIES | $571,320 | $571,320 |
| BERNSTEIN - BDC PRIVATE CREDIT | $1,838,469 | $1,838,469 |
| BERNSTEIN - BDC PRIVATE CREDI UNINVESTED FUNDS | $400,000 | $400,000 |
| GOLDMAN - MARKETABLE SECURITIES | $15,156,519 | $15,156,519 |
| BERNSTEIN - EOF II | $375,000 | $375,000 |
| UBS - EQUITIES 389 | $7,601,351 | $7,601,351 |
| UBS - EQUITIES 390 | $8,193,788 | $8,193,788 |
| UBS - EQUITIES 391 | $12,537,766 | $12,537,766 |
| UBS - EQUITIES 392 | $12,654,959 | $12,654,959 |
| UBS - EQUITIES 3386 | $4,332,224 | $4,332,224 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FOUNDATION ENTERPRISES LLC | FMV | $6,525,055 | $6,525,055 |
| ARDEN REAL ESTATE PARTNERS I, LP | FMV | $2,875,516 | $2,875,516 |
| TOWER ARCH PARTNERS 1, LP | FMV | $7,863,917 | $7,863,917 |
| THAYER HOTEL INVESTORS | FMV | $4,272,076 | $4,272,076 |
| ARDEN REAL ESTATE PARTNERS II, LP | FMV | $13,268,482 | $13,268,482 |
| YUNFENG FUND II, LP | FMV | $27,758,899 | $27,758,899 |
| HGGC FUND II | FMV | $13,279,795 | $13,279,795 |
| AMPAC | FMV | $49,500,000 | $49,500,000 |
| GUAM TELECOM | FMV | $50,013,329 | $50,013,329 |
| RADCLIFF FU I, LLC | FMV | $2,593,035 | $2,593,035 |
| BERNSTEIN - ARYA CAYMAN FUND | FMV | $8,582,051 | $8,582,051 |
| BERNSTEIN - ABSA (CAYMAN) PFIC | FMV | $3,405,913 | $3,405,913 |
| ARDEN REAL ESTATE PARTNERS III, LP | FMV | $11,021,051 | $11,021,051 |
| BDTCP FUND III, LP | FMV | $8,005,012 | $8,005,012 |
| AB ENERGY OPPORTUNITY (CAYMAN) AIV FUND II, LP | FMV | $133,542 | $133,542 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $84,981 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $84,981 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICERS LIABILITY INSURANCE | $13,796 | $0 | $13,796 |
| OFFICE EXPENSE | $10,206 | $0 | $10,206 |
| ADP PAYROLL FEES | $706 | $0 | $706 |
| PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS | $0 | $2,560,915 | $0 |
| BANK FEES | $1,544 | $0 | $1,544 |
| UMBRELLA INSURANCE | $14,534 | $0 | $14,534 |
| MISCELLANEOUS EXPENSE | $230,927 | $0 | $215,996 |
| PAYROLL TAX EXPENSE | $6,265 | $0 | $6,265 |
| INVESTMENT MANAGEMENT FEES | $421,988 | $421,988 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $33,325,903 | $211,854 | $33,325,903 |
| OTHER INCOME | $1,380,490 | $1,380,490 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $36,977,609 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $100,000 | $0 | $100,000 |
| ADMNINISTRATIVE FEES | $256,683 | $0 | $256,683 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX EXPENSE | $450,444 | $0 | $0 |
| FOREIGN TAXES | $1,192 | $1,192 | $0 |
| STATE TAX PAYMENT | $291,307 | $0 | $75 |
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