Homer H Hutton Charitable Tr in Honolulu, Hawaii (HI)

Organization representatives - add corrected or new information about Homer H Hutton Charitable Tr »

Non-representatives - add comments about Homer H Hutton Charitable Tr»

Homer H Hutton Charitable Tr
Employer Identification Number (EIN)326049322
Name of OrganizationHomer H Hutton Charitable Tr
In Care of NameFirst Hawaiian Bank Ttee
AddressPO BOX 3708, Honolulu, HI 96811-3708
SubsectionCharitable Organization
Ruling Date01/2012
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period03/2014
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$2,636,954
Amount of Income$1,077,875
Form 990 Revenue Amount$197,309
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations

Non-representatives - add comments:


Your IP address will be logged.

Amount of income in 2014: $1,077,875 (it was $338,827 in 2013)
Homer H Hutton Charitable Tr: 

Other organizations performing similar types of work: 


Assets in 2014: $2,636,954 (it was $2,659,303 in 2013)
Homer H Hutton Charitable Tr: 

Other organizations performing similar types of work: 


Expenses in 2014: $206,143
This organization: 

Other organizations performing similar types of work: 


Income to expenses ratio in 2014: 5.2
Homer H Hutton Charitable Tr: 

Other organizations performing similar types of work: 


Grants share in income in 2014: 0.0%
This organization: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$168,645$168,645$50,027
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$65,474
Gross rents$0
Gross sales price for all assets$960,752
Gross profit from sales of goods$0
Other income$51,649
Total expenses and disbursements$206,143$32,777$0$170,978
Compensation of officers, directors, trustees, etc.$41,229
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$1,750
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$47,222$32,777$12,057
Contributions, gifts, grants paid$158,921
Excess of revenue over expenses and disbursements$-37,498
Net investment income$135,868
Adjusted net income$50,027
Balance Sheets
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$2,627,150$2,965,832$2,659,303$3,177,616$2,636,954$3,125,288
Cash - non-interest-bearing$0$0$3,453
Investments-U.S. and state government obligations$1,631,202$1,720,876$0
Investments-corporate stock$0$0$1,545,891
Investments-corporate bonds$0$0$969,228
Investments-mortgage loans$0$0$0
Other assets$31,360$0
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$2,627,150$2,659,303$2,636,954
Capital Gains and Losses for Tax on Investment Income
Capital gain net income$66,720$37,257$51,522
Net capital loss$0$0$0
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$2,988$2,688$1,359
Total credits and payments$832$2,988$2,688
Current year estimated tax payments and previous year's overpayment credited to current year$832$2,988$2,688
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$0
Amount to be credited to next year's estimated tax$0$300$1,329
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,706,598$3,046,166$3,095,044
Net value of noncharitable-use assets$3,000,474$3,048,618
Minimum investment return$133,300$150,024$152,431
Distributable Amount
Distributable amount$130,312$147,336$151,072
Undistributed Income
Distributable amount for this year$130,312$147,336$151,072
Undistributed income for this year. This amount must be distributed in the next year$5,757$37,727$17,821
Private Operating Foundations (for 2011 - 2014)
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$65,474$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend Homer H Hutton Charitable Tr to others? (optional)
Add photo of Homer H Hutton Charitable Tr (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Zierk Family Foundation72-3207 Maniniowali Drive, Kailua-Kona, HI 96740HI2013-07$5,015,027
2Bouslog Sawyer Charitable Tr, Mark D Bernstein Ttee63 Merchant St, Honolulu, HI 96813-4313HI2010-08$1,500,168
3Tsk Charitable Foundation737 Bishop St Ste 2990, Honolulu, HI 96813-3219HI2013-11$1,377,757
4The Gerald W G Kwock Charitable Foundation1004 Belser St, Honolulu, HI 96816-1415HI2003-06$752,412
5Ululani Foundation75-853 Keaolani Dr, Kailua Kona, HI 96740-8815HI2005-12$606,373
6Davis Levin Livingston Charitable Foundation851 Fort St Mall Ste 400, Honolulu, HI 96813-4300HI2012-02$327,048
7Kenneth And Diane Matsuura Foundation803 Ainapo St, Honolulu, HI 96825-1048HI2009-06$310,666
8Joseph & Florence Maney Fund Fbo Univ Of Hawaii Hilo LibraryPO BOX 3708, Honolulu, HI 96811-3708HI2010-08$212,791
9Peter Faun Revocable Living Trust, Gloria Yung-Kuei Chi Ttee7192 Kalanianaole Hwy Ste A-143-333, Honolulu, HI 96825-1800HI2008-12$159,500
10Unoyo Kojima Trust, Pacific Century Tr TteePO BOX 3170, Honolulu, HI 96802-3170HI2001-09$115,581
11The Wally Yonamine Foundation4595 Waikui St, Honolulu, HI 96821-1144HI2014-09$109,733
12The Larry & Celia Moh Foundation702 S Beretania St, Honolulu, HI 96813-2599HI2002-05$99,498
13Traders For Charity Inc999 Bishop St Ste 2701, Honolulu, HI 96813-4454HI2007-07$86,886
14Hanalei River Heritage FoundationPO BOX 518, Hanalei, HI 96714-0518HI2013-06$50,780
15Marcio Duffles Harold Dunkerley Foundation3003 Kalakaua Avenue No 5-B, Honolulu, HI 96815-4701HI2010-02$50,418
16Paul And Karen Sullivan Family Charitable Foundation, Paul D Sullivan Ttee53 Kailuana Pl, Kailua, HI 96734-1661HI2013-03$50,005
17Abigail K K Kawananakoa Foundation420 Kekau Pl, Honolulu, HI 96817-1755HI2003-12$46,000
18The Deborah And Peter Martin Foundation100 Piialii Pl, Haiku, HI 96708-4815HI2000-01$34,760
19Weinman Foundation4471 Kahala Ave, Honolulu, HI 96816-4924HI2001-07$28,504
20Craig And Esther Murobayashi Foundation94-716 Waileia Pl, Mililani, HI 96789-2118HI2011-06$26,585
Number of organizations performing similar types of work
District of Columbia107
North Carolina649
North Dakota15
New Hampshire66
New Jersey849
New Mexico78
New York2,454
Rhode Island181
South Carolina141
South Dakota32
West Virginia49

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Homer H Hutton Charitable Tr and has no official or unofficial affiliation with Homer H Hutton Charitable Tr