HUTTON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HUTTON FAMILY FOUNDATION (EIN 47-4305984)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-22
- IRS object ID
- 202031139349100908
- 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
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-22T14:13:03-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 100 FIRST STREET STE 1600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | 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 | 2020-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER A LEUNG | PreparerPersonNm |
| PTIN | P00367129 | PTIN |
| Phone | 4157642700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.234.215.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-20 | IPDt |
| IP Tm | 19:12:09 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2429B7BD326683BBC52C38C9D98A530A9EA87503 | 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 | $7,079,528 | 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 | $1,798,634 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,782 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,782 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,665,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,664,780 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,901,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,764,678 | 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 | $13,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,625 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,625 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,274 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,861 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,486 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $478,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $478,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $509,857 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,486 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,391,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,743,192 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149,694 | CashBOYAmt |
| Cash EOY | $41,669 | CashEOYAmt |
| Cash EOYFMV | $41,669 | CashEOYFMVAmt |
| Other Assets BOY | $5,335,386 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,835,004 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,037,859 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,485,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,876,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,079,528 | 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 | $5,485,080 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,876,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,485,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,876,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,485,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,876,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,485,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,391,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,876,673 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,876,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GUIDEWIRE SOFTWARE INC | D | 2014-11-15 | 2019-06-10 | $167,914 | $2 | $167,912 | $167,912 |
| ARVINAS INC | D | 2013-07-12 | 2019-08-14 | $17,747 | $1,642 | $16,105 | $16,105 |
| MSIF ULTRA-SHORT INCOME IR | D | 2018-03-20 | 2019-04-29 | $250,000 | $249,751 | $249 | $249 |
| MS DD TRIGP DXJ 20JA03 | D | 2016-12-29 | 2019-06-06 | $259,993 | $250,000 | $9,993 | $9,993 |
| MSIF ULTRA-SHORT INCOME IR | D | 2017-04-07 | 2019-09-24 | $100,000 | $99,900 | $100 | $100 |
| PALOMAR HLDGS INC | D | 2019-11-07 | 2019-11-07 | $1,520,071 | $50,000 | $1,470,071 | $1,470,071 |
| MSIF ULTRA-SHORT INCOME IR | D | 2017-04-07 | 2019-11-29 | $50,000 | $49,950 | $50 | $50 |
| MSIF ULTRA-SHORT INCOME IR | D | 2017-04-07 | 2019-12-18 | $200,000 | $199,800 | $200 | $200 |
| MSIF ULTRA-SHORT INCOME IR | D | 2017-04-07 | 2019-12-27 | $100,000 | $99,900 | $100 | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,664,780 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $415,544 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,185,405 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080137 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $360,604 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,957,833 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091111 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $286,960 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,761,854 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99,050 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,632,633 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037624 | DistributionYr4Rt |
| Total Distribution | 0.312773 | TotalDistributionRt |
| Average Distribution | 0.078193 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,621,797 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $439,585 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,432 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $457,017 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $485,168 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,432 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,432 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,432 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,340 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,340 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,092 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | LISETTE GELBER | IndividualWithBooksNm |
| Phone | 4156551902 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SANTIAGO AVENUE | AddressLine1Txt |
| City | ATHERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WENDE S HUTTON | ||||||||
| 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | PRESIDENT, DIRECTOR | 0.75 | $0 | $0 | $0 |
| G THOMPSON HUTTON | ||||||||
| 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | DIRECTOR | 0.38 | $0 | $0 | $0 |
| ROBERT C HUTTON | ||||||||
| 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | SECRETARY, DIRECTOR | 0.38 | $0 | $0 | $0 |
| RACHEL E HUTTON | ||||||||
| 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | CFO, TREASURER, DIRECTOR | 0.38 | $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 | $5,558,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,707,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,707,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,621,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $281,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $281,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,432 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,432 | TotalTaxAmt |
| Distributable Before Adj | $263,658 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $263,658 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $263,658 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $485,168 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,432 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $467,736 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,658 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $53,344 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $186,045 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $178,004 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $173,594 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $590,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $485,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $263,658 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $221,510 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $812,497 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $812,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,344 | ExcessFromYear4Amt |
| Excess From Year3 | $186,045 | ExcessFromYear3Amt |
| Excess From Year2 | $178,004 | ExcessFromYear2Amt |
| Excess From Year1 | $173,594 | ExcessFromYear1Amt |
| Excess From Current Year | $221,510 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 440 FIRST STREET NW SUITE 300 | WASHINGTON DC | DC | 20001 | NONE | PC | SEE STATEMENT A | $500 |
| BAY AREA GARDENERS FOUNDATION | |||||||
| 727 INDUSTRIAL RD STE 117 | SAN CARLOS | CA | 94070 | NONE | PC | SEE STATEMENT A | $2,500 |
| BUILD CHANGE | |||||||
| 535 16TH STREET SUITE 605 | DENVER | CO | 80202 | NONE | PC | SEE STATEMENT A | $2,500 |
| CLEARITY FOUNDATION | |||||||
| 4365 EXECUTIVE DRIVE SUITE 1500 | SAN DIEGO | CA | 92121 | NONE | PC | SEE STATEMENT A | $500 |
| COMMON SENSE MEDIA | |||||||
| 650 TOWNSEND ST SUITE 435 | SAN FRANCISCO | CA | 94103 | NONE | PC | SEE STATEMENT A | $500 |
| CRYSTAL SPRINGS UPLANDS SCHOOL | |||||||
| 400 UPLANDS DRIVE | HILLSBOROUGH | CA | 94010 | NONE | PC | SEE STATEMENT A | $500 |
| DALLAS WORLD AQUARIUM | |||||||
| 1801 N GRIFFIN ST | DALLAS | TX | 75202 | NONE | PC | SEE STATEMENT A | $250 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | NONE | PC | SEE STATEMENT A | $6,333 |
| ECUMENICAL HUNGER PROGRAM | |||||||
| 2411 PULGAS AVE | EAST PALO ALTO | CA | 94303 | NONE | PC | SEE STATEMENT A | $750 |
| EPISCOPAL SENIOR COMMUNITIES | |||||||
| 401 WEBSTER STREET | PALO ALTO | CA | 94301 | NONE | PC | SEE STATEMENT A | $500 |
| 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 | $5,000 |
| GLOBAL FUND FOR CHILDREN | |||||||
| 1101 14TH STREET NW SUITE 420 | WASHINGTON DC | DC | 20005 | NONE | PC | SEE STATEMENT A | $35,000 |
| 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 | $500 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON DC | DC | 20090 | NONE | PC | SEE STATEMENT A | $1,000 |
| 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 | $2,500 |
| 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 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINA BEACH | VA | 23459 | NONE | PC | SEE STATEMENT A | $250 |
| NEW YORK YACHT CLUB FOUNDATION | |||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | PC | SEE STATEMENT A | $2,000 |
| NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE | |||||||
| 234 E GISH RD 200 | SAN JOSE | CA | 95112 | NONE | PC | SEE STATEMENT A | $1,000 |
| PARTNERS IN HEALTH CORP | |||||||
| 888 COMMONWEALTH AVE 3RD FLR | BOSTON | MA | 02215 | NONE | PC | SEE STATEMENT A | $2,500 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PC | SEE STATEMENT A | $95,000 |
| PLANNED PARENTHOOD NORTHERN CALIFORNIA | |||||||
| 2185 PACHECO ST | CONCORD | CA | 94520 | NONE | PC | SEE STATEMENT A | $5,000 |
| PURSUIT OF EXCELLENCE | |||||||
| 1249 PINE ST | PALO ALTO | CA | 94301 | NONE | PC | SEE STATEMENT A | $2,500 |
| READING PARTNERS | |||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | NONE | PC | SEE STATEMENT A | $35,000 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | NONE | PC | SEE STATEMENT A | $2,000 |
| RESURGE INTERNATIONAL | |||||||
| 145 N WOLFE | SUNNYVALE | CA | 94086 | NONE | PC | SEE STATEMENT A | $59,000 |
| RONALD MCDONALD HOUSE AT STANFORD | |||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | NONE | PC | SEE STATEMENT A | $1,000 |
| SACRED HEART SCHOOLS ATHERTON | |||||||
| 150 VALPARAISO AVENUE | ATHERTON | CA | 94027 | NONE | PC | SEE STATEMENT A | $2,500 |
| SECOND HARVEST FOOD BANK | |||||||
| 4001 NORTH 1ST STREET | SAN JOSE | CA | 95134 | NONE | PC | SEE STATEMENT A | $250 |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | SEE STATEMENT A | $111,000 |
| THE WHALE MUSEUM | |||||||
| PO BOX 945 | FRIDAY HARBOR | WA | 98250 | NONE | PC | SEE STATEMENT A | $5,000 |
| 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 |
| NARAL PRO CHOICE AMERICA | |||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON DC | DC | 20006 | NONE | PC | SEE STATEMENT A | $4,000 |
| PHILIP EXETER ACADEMY | |||||||
| 20 MAIN ST | EXETER | NH | 03833 | NONE | PC | SEE STATEMENT A | $25,000 |
| ABLE WORKS | |||||||
| 1836 BAY ROAD SUITE B | EAST PALO ALTO | CA | 94303 | NONE | PC | SEE STATEMENT A | $3,500 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON DC | DC | 20005 | NONE | PC | SEE STATEMENT A | $500 |
| SUITED FOR CHANGE | |||||||
| 1023 15TH STREET NW | WASHINGTON DC | DC | 20005 | NONE | PC | SEE STATEMENT A | $500 |
| 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 | $478,333 | 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 | $14,782 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,918 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,816 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| WENDE HUTTON | |||||||
| 1 | 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | $1,713,506 | Yes (X) | |
| WENDE HUTTON | |||||||
| 2 | 2 SANTIAGO AVENUE | ATHERTON | CA | 94027 | $85,128 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,683 GUIDEWIRE SOFTWARE INC | $166,247 | 2019-06-10 |
| 1 | 742 ARVINAS INC | $18,483 | 2019-08-02 |
| 1 | 33,815 PALOMAR HOLDINGS INC | $1,528,776 | 2019-11-07 |
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 | $5,335,386 | BOYBookValueAmt |
| EOY Book Value | $6,835,004 | EOYBookValueAmt |
| EOYFMV | $7,037,859 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $14,861 | $14,861 | $0 | $0 |
| STATE FILING FEES | $210 | $0 | $0 | $210 |
| FEDERAL PENALTY | $203 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $13,250 | Amt |
| Net Investment Income | $6,625 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,625 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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