Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE HUTTON SETTLEMENT
 
Number and street (or P.O. box number if mail is not delivered to street address)9907 E WELLESLEY AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SPOKANE, WA99206
A Employer identification number

91-0564969
B Telephone number (see instructions)

(509) 926-1027
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$37,917,341
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,126,491
2 Check right arrow.............
3 Interest on savings and temporary cash investments 19,408 19,408 19,408
4 Dividends and interest from securities... 478,641 478,641 478,641
5a Gross rents............ 2,734,806 2,734,806 2,734,806
b Net rental income or (loss) 1,251,577
6a Net gain or (loss) from sale of assets not on line 10 609,875
b Gross sales price for all assets on line 6a 2,514,691
7 Capital gain net income (from Part IV, line 2)... 609,875
8 Net short-term capital gain......... 609,875
9 Income modifications...........  
10a Gross sales less returns and allowances 121,372
b Less: Cost of goods sold.... 80,575
c Gross profit or (loss) (attach schedule)..... 40,797 40,797
11 Other income (attach schedule)....... 51,461 0 51,461
12 Total. Add lines 1 through 11........ 5,061,479 3,842,730 3,934,988
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 187,017 0 0 187,017
14 Other employee salaries and wages...... 1,457,385 71,722 71,722 1,385,663
15 Pension plans, employee benefits....... 255,835 0 0 255,835
16a Legal fees (attach schedule)......... 14,174 0 0 14,174
b Accounting fees (attach schedule)....... 25,603 0 0 25,603
c Other professional fees (attach schedule).... 60,477 60,477 60,477 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 126,468 0 0 126,468
19 Depreciation (attach schedule) and depletion... 812,894 537,187 537,187
20 Occupancy.............. 232,051 120,425 120,425 111,626
21 Travel, conferences, and meetings....... 26,458 0 0 26,458
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,433,587 351,591 351,591 1,081,996
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,631,949 1,141,402 1,141,402 3,214,840
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 4,631,949 1,141,402 1,141,402 3,214,840
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 429,530
b Net investment income (if negative, enter -0-) 2,701,328
c Adjusted net income (if negative, enter -0-)... 2,793,586
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,318,771 1,116,442 1,116,442
2 Savings and temporary cash investments......... 1,344,204 1,185,458 1,185,458
3 Accounts receivable right arrow6,604
Less: allowance for doubtful accounts right arrow   2,195 6,604 6,604
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use.............. 5,984 8,782 8,782
9 Prepaid expenses and deferred charges.......... 13,930 3,386 3,386
10a Investments—U.S. and state government obligations (attach schedule) 1,934,080 Click to see attachment
List of Attached Documents:
// Content
2,366,980
2,366,980
b Investments—corporate stock (attach schedule)....... 3,637,627 Click to see attachment
List of Attached Documents:
// Content
4,070,363
4,070,363
c Investments—corporate bonds (attach schedule)....... 1,483,632 Click to see attachment
List of Attached Documents:
// Content
1,488,308
1,488,308
11 Investments—land, buildings, and equipment: basis right arrow19,919,621
Less: accumulated depreciation (attach schedule) right arrow5,639,673 14,622,491 Click to see attachment
List of Attached Documents:
// Content
14,279,948
14,279,948
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,767,400 Click to see attachment
List of Attached Documents:
// Content
7,125,843
7,125,843
14 Land, buildings, and equipment: basis right arrow11,228,888
Less: accumulated depreciation (attach schedule) right arrow4,963,661 6,363,457 Click to see attachment
List of Attached Documents:
// Content
6,265,227
6,265,227
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,493,771 37,917,341 37,917,341
Liabilities 17 Accounts payable and accrued expenses.......... 305,300 206,917
18 Grants payable.................    
19 Deferred revenue................. 3,752 20,815
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 309,052 227,732
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 16,889,822 16,286,293
25 Net assets with donor restrictions............ 20,294,897 21,403,316
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 37,184,719 37,689,609
30 Total liabilities and net assets/fund balances (see instructions). 37,493,771 37,917,341
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
37,184,719
2
Enter amount from Part I, line 27a .....................
2
429,530
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
75,360
4
Add lines 1, 2, and 3 ..........................
4
37,689,609
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,689,609
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,514,691   1,904,816 609,875
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       609,875
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 609,875
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 609,875
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter: 2018-09-05(attach copy of letter if necessary–see instructions) 1 N/A
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowHUTTONSETTLEMENT.ORG
14
The books are in care ofright arrowCHUD WENDLE Telephone no.right arrow (509) 926-1027

Located atright arrow9907 E WELLESLEY AVESPOKANEWA ZIP+4right arrow99206
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), 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? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a 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? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), 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? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHUD WENDLE EXECUTIVE DIRECTOR
40.00
169,228 17,789 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
TANA REKOFKE PRESIDENT
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
DENISE STANTON IMMEDIATE PAST PRESIDENT (OUTGOING)
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
MARLEE GRIFFITH VICE PRESIDENT
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
MISSY WILLIS CORRESPONDING SECRETARY (OUTGOING)
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
MARY JANE CORLISS CORRESPONDING SECRETARY (OUTGOING)
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
MICHELLE RIGGS RECORDING SECRETARY
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
JANET GOEBEL TREASURER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
LEANNE AGER BOARD MEMBER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
STEPHANIE ADEN BOARD MEMBER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
JODI BURKE BOARD MEMBER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
CATHERINE BRAZIL BOARD MEMBER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
ALYSSA TEAFORD BOARD MEMBER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
COLLEEN FOX BOARD MEMBER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
AMY MENSIK BOARD MEMBER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
JODEE CAHALAN BOARD MEMBER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
MARTI D'AGOSTINO BOARD MEMBER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
SHELLI O'QUINN BOARD MEMBER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
MARY KUNEY BOARD MEMBER (OUTGOING)
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
AMY BRAGDON BOARD MEMBER (OUTGOING)
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
NANCY HENRY BOARD MEMBER (OUTGOING)
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
RENEE RIGSBY BOARD MEMBER (OUTGOING)
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
JAN BOOTS BOARD MEMBER (OUTGOING)
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
CHUD WENDLE EXECUTIVE DIRECTOR
40.00
169,228 17,789 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
KRISTIE WILLIAMS CAMPUS DIRECTOR
40.00
88,289 11,189 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
JESSICA LAUGHERY DIRECTOR OF COMMUNIT
40.00
86,319 11,980 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
ALYSSA PATRICK DCFS
40.00
77,278 11,780 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
STEFFANIE SWEETEN EXECUTIVE ASSISTANT
40.00
71,377 10,978 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
Total number of other employees paid over $50,000...................right arrow 15
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE HUTTON SETTLEMENT, INC. IS A RESIDENTIAL CHILD CARE AGGENCY PROVIDING LONG TERM CARE OF DEPENDENT NEGLECTED CHILDREN. THE AVERAGE NUMBER OF CHILDREN IN CARE IN THE CURRENT YEAR WAS 27.WITH STRONG VALUES, PASSIONATE STAFF AND WISE GOVERNANCE, THE HUTTON SETTLEMENT WILL ACHIEVE POSTIVE GENERATIONAL CHANGE BY DEVELOPING HEALTHY YOUNG CITIZENS FOR THE WORLD'S BENEFIT.THE HUTTON SETTLEMENT STRIVES TO ACHIEVE POSITIVE GENERATIONAL CHANGE BY PROVIDING CHILDREN A SECURE HOME OF HOPE AND OPPORTUNITY. 2,891,912
2 THE HUTTON SETTLEMENT, INC. SCHOLARSHIP FUND GRANTS EDUCATIONAL SCHOLARSHIPS FROM ITS RESTRICTED FUND TO CHILDREN WHO WERE CARED FOR BY THE HUTTON SETTLEMENT. 0
3 THE HUTTON SETTLEMENT, INC. REQUIRES ADMINISTRATION EXPENSES TO PROVIDE CARE FOR NEGLECTED CHILDREN. 212,776
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,936,429
b
Average of monthly cash balances.......................
1b
2,482,438
c
Fair market value of all other assets (see instructions)................
1c
21,073,246
d
Total (add lines 1a, b, and c).........................
1d
37,492,113
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
37,492,113
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
562,382
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,929,731
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,846,487
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,214,840
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
170,938
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,385,778
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
2018-09-05
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
1,846,487 1,802,244 1,733,887 1,681,864 7,064,482
b 85% (0.85) of line 2a ......... 1,569,514 1,531,907 1,473,804 1,429,584 6,004,810
c Qualifying distributions from Part XI,
line 4 for each year listed .....
3,385,778 4,322,306 3,216,569 4,325,119 15,249,772
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
3,385,778 4,322,306 3,216,569 4,325,119 15,249,772
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
        0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
1,230,991 1,201,496 1,155,925 1,121,243 4,709,655
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
        0
(3) Largest amount of support
from an exempt organization
        0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year
Total .................................right arrow 3a 0
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
aPRIVATE FEES         51,461
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 19,408  
4 Dividends and interest from securities ....     14 478,641  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 1,251,577  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
        609,875
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         40,797
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,749,626 702,133
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,451,759
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1A FUNDRAISING
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE HUTTON SETTLEMENT
 
Employer identification number

91-0564969
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE HUTTON SETTLEMENT
 
Employer identification number
91-0564969
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
ROBERT BAKER FOUNDATION INC
 
PO BOX 724
 
TEKOA, WA99033

$ 347,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
RICHARD OVERHAUSER
 
1105 KEELE DR
 
RENO, NV89509

$ 120,486


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
TOM & CAMILLA TILFORD
 
5308 S SAINT ANDREWS LN
 
SPOKANE, WA99223

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
LARRY M BROWN
 
1406 E SOUTH RIDGE COURT
 
SPOKANE, WA99223

$ 57,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
BLUESCOPE FOUNDATION
 
PO BOX 419917
 
KANSAS CITY, MO64141

$ 45,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
DUKE & RUTH FETTE TRUST
 
11 N ARGONNE RD
 
SPOKANE, WA99212

$ 40,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE HUTTON SETTLEMENT
 
Employer identification number
91-0564969
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
7
WASHINGTON TRUST BANK
 
PO BOX 2127
 
SPOKANE, WA99210

$ 32,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
PETER & DENISE STANTON
 
PO BOX 2191
 
SPOKANE, WA99210

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
ANONYMOUS DONOR
 
9907 E WELLESLEY AVE
 
SPOKANE, WA99206

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
ANN & CHARLES REEVES
 
5214 S HOGAN CT
 
SPOKANE, WA99223

$ 11,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
RANDALL BRAWNER
 
5012 ST ANDREWS LANE
 
SPOKANE, WA99223

$ 11,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
POE ASPHAULT PAVING INC
 
PO BOX 449
 
LEWISTON, ID83501

$ 11,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE HUTTON SETTLEMENT
 
Employer identification number
91-0564969
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
13
LAKESIDE CAPITAL GROUP LLC
 
1221 W EMMA AVE SUITE 300
 
COEUR DALENE, ID83814

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
THE PALLETT PLACE INC
 
PO BOX 6547
 
SPOKANE, WA99217

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
15
STEVEN & JANICE BOOTS
 
620 N LANCASHIRE LANE
 
LIBERTY LAKE, WA99019

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
16
DOLPHA & THELMA SPALDING
 
C/O INNOVIA FOUNDATION - 421 W RIVE
 
SPOKANE, WA99201

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
17
L HALVERSON MEM TRUST
 
9907 E WELLESLEY AVE
 
SPOKANE, WA99206

$ 8,298


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
18
BISON TIRE
 
2817 S HAYFORD ROAD
 
AIRWAY HEIGHTS, WA99001

$ 6,443


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE HUTTON SETTLEMENT
 
Employer identification number
91-0564969
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
19
BISON TIRE
 
2817 S HAYFORD ROAD
 
AIRWAY HEIGHTS, WA99001

$ 6,443


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
20
DAPOKO INC
 
319 N ARGONNE RD
 
SPOKANE, WA99212

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
21
JOHN MORROW
 
12811 S FAIRWAY RIDGE LANE
 
SPOKANE, WA99224

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
22
MARLEE GRIFFITH
 
13812 S FAIRWAY RIDGE LANE
 
SPOKANE, WA99224

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
23
CHRISTEN BLANK
 
PO BOX 732
 
TEKOA, WA99033

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
24
WALLACE & LYNETTE VOLVWILER
 
2850 E ROCKHURST LANE APT 856
 
SPOKANE, WA99223

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE HUTTON SETTLEMENT
 
Employer identification number
91-0564969
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
25
STEVEN MILLIKEN
 
11725 E 37TH AVE
 
SPOKANE VALLEY, WA99206

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
26
DAVID & TAMARA MILLIKEN
 
9907 E WELLESLEY AVE
 
SPOKANE, WA99206

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE HUTTON SETTLEMENT
 
Employer identification number

91-0564969
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
18
MEAT $ 6,443 2024-06-07
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
19
MEAT - BEEF $ 6,443 2024-10-15
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE HUTTON SETTLEMENT
 
Employer identification number

91-0564969
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 25,603 0 0 25,603

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN EXPRESS CO - MATURING NOV 2026 236,914 236,914
APPLE INC - MATURING MAY 2025 179,194 179,194
BERKSHIRE HATHAWAY FINANCE CORP - MATURING MAR 2027 138,884 138,884
GOLDMAN SACHS BANK - MATURING APR 2025 94,639 94,639
GOLDMAN SACHS BANK - MATURING MAY 2025 84,611 84,611
INTEL CORP - MATURING AUG 2027 87,295 87,295
KODABANK - MATURING SEP 2026 15,237 15,237
LEADERS CREDIT UNION - MATURING JUNE 2028 41,299 41,299
PEPSICO INC - MATURING MAY 2028 159,821 159,821
SALLIE MAE BANK - MATURING JUL 2026 143,265 143,265
STARBUCKS CORP - MATURING AUG 2029 142,011 142,011
US BANCORP - MATURES JULY 2030 165,138 165,138

TY 2024 InvestmentsCorpStockSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Name of Stock End of Year Book Value End of Year Fair Market Value
268 SHARES - ADOBE SYSTEMS INC 119,174 119,174
903 SHARES - ADVANCED MICRO DEVICES INC 109,073 109,073
466 SHARES - ALPHABET INC 88,214 88,214
408 SHARES - AMAZON.COM INC 89,511 89,511
577 SHARES - APPLE INC 144,492 144,492
775 SHARES - BROADCOM INC 179,676 179,676
315 SHARES - CENCORA INC 70,774 70,774
1,531 SHARES - COMCAST CORP 57,458 57,458
361 SHARES - CONOCOPHILLIPS 35,800 35,800
264 SHARES - CONSTELLATION BRANDS 58,344 58,344
73 SHARES - COSTCO WHOLESALE CORP 66,888 66,888
160 SHARES - DEERE & CO 67,792 67,792
384 SHARES - DUKE ENERGY CORP 41,372 41,372
186 SHARES - ELEVANCE HEALTH INC 68,615 68,615
389 SHARES - EXXON MOBIL CORP 41,845 41,845
9,747 SHARES - GATEWAY FUND 450,982 450,982
176 SHARES - GOLDMAN SACHS GROUP INC 100,781 100,781
208 SHARES - HOME DEPOT INC 80,910 80,910
373 SHARES - JPMORGAN CHASE & CO 89,412 89,412
298 SHARES - L3HARRIS TECHNOLOGIES INC 62,663 62,663
66 SHARES - LINDE PLC 27,632 27,632
325 SHARES - MARSH & MCLENNAN COS INC 69,033 69,033
68 SHARES - MARTIN MARIETTA MATERIALS INC 35,122 35,122
182 SHARES - MASTERCARD INC 95,836 95,836
632 SHARES - MERCK & CO INC 62,871 62,871
137 SHARES - META PLATFORMS INC 80,215 80,215
269 SHARES - MICROSOFT CORP 113,384 113,384
1,320 SHARES - NISOURCE INC 48,523 48,523
925 SHARES - NVIDIA CORP 124,218 124,218
814 SHARES - PALO ALTO NETWORKS INC 153,210 153,210
101 SHARES - PARKER HANNIFIN CORP 64,239 64,239
541 SHARES - PNC FINANCIAL SERVICES GROUP INC 104,332 104,332
457 SHARES - PROCTOR & GAMBLE CO 76,616 76,616
381 SHARES - REPUBLIC SERVICES INC 76,650 76,650
151 SHARES - SERVICENOW INC 160,078 160,078
986 SHARES - STARBUCKS CORP 89,973 89,973
739 SHARES - TJX COS INC 89,279 89,279
132 SHARES - UNITEDHEALTH GROUP INC 66,774 66,774
229 SHARES - VALERO ENERGY CORP 28,073 28,073
145 SHARES - VERTEX PHARMACEUTICALS INC 58,392 58,392
7,591 SHARES - VICTORY SYCAMORE ESTABLISHED VALUE FUND 348,869 348,869
658 SHARES - WALT DISNEY CO 73,268 73,268

TY 2024 InvestmentsGovtObligationsSch
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
US Government Securities - End of Year Book Value:

2,366,980
US Government Securities - End of Year Fair Market Value:

2,366,980
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsLandSchedule2
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
ASC PROFILES, 4111 E. FERRY - LAND 280,000 0 280,000 280,000
ASC PROFILES, 4111 E. FERRY 1,384,868 959,031 425,837 425,837
3633 E. ROWAN - LAND 44,800 0 44,800 44,800
3633 E. ROWAN 571,008 58,393 512,615 512,615
GARDEN COURT, MISSION AVENUE - LAND 254,972 0 254,972 254,972
GARDEN COURT, MISSION AVENUE 2,764,088 877,783 1,886,305 1,886,305
KENNEWICK - LAND 312,540 0 312,540 312,540
KENNEWICK 1,997,699 377,980 1,619,719 1,619,719
3704 N. NEVADA - LAND 313,627 0 313,627 313,627
3704 N. NEVADA 1,066,079 251,995 814,084 814,084
4207 E. MAIN - LAND 482,090 0 482,090 482,090
4207 E. MAIN 723,135 105,070 618,065 618,065
CDA, 484 W. BOSANKO - LAND 914,697 0 914,697 914,697
2418 W. NW BLVD - LAND 136,700 0 136,700 136,700
2418 W. NW BLVD 521,335 54,237 467,098 467,098
NORTHTOWN GAS AND DELI MART - LAND 115,389 0 115,389 115,389
NORTHTOWN GAS AND DELI MART 2,463 1,600 863 863
ROCKWOOD CLINIC, 6208 N. COLTON - LAND 29,929 0 29,929 29,929
ROCKWOOD CLINIC, 6208 N. COLTON 421,325 228,596 192,729 192,729
PHYSICAL THERAPY, 208 E. FRANCIS - LAND 127,500 0 127,500 127,500
PHYSICAL THERAPY, 208 E. FRANCIS 316,512 252,858 63,654 63,654
MCDONALD'S, 4436 N. DIVISION - LAND 177,500 0 177,500 177,500
OFFICE BUILDING, 4436 N. DIVISION - LAND 210,786 0 210,786 210,786
OFFICE BUILDING, 4436 N. DIVISION 1,252,968 814,914 438,054 438,054
OFFICE DEPOT, 4511 N. DIVISION - LAND 598,356 0 598,356 598,356
OFFICE DEPOT, 4511 N. DIVISION 3,148,741 1,464,532 1,684,209 1,684,209
6512 N. NAPA - LAND 86,940 0 86,940 86,940
6512 N. NAPA 515,223 60,617 454,606 454,606
1975 E. HOUSTON - LAND 75,060 0 75,060 75,060
1975 E. HOUSTON 1,073,291 132,067 941,224 941,224

TY 2024 InvestmentsOtherSchedule2
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
3,944 SHARES - OAKMARK INVESTOR FMV 600,082 600,082
246 SHARES - PARNASSUS CORE EQUITY - INVESTORS SHARES FMV 14,641 14,641
437 SHARES - ENERGY SELECT SECTOR FMV 37,450 37,450
44,351 SHARES - AQR MANAGED FUTURES STRATEGY FUND FMV 378,755 378,755
16,886 SHARES - ARTISAN HIGH INCOME FUND FMV 153,663 153,663
5,667 SHARES - ARTISAN INTERNATIONAL VALUE FUND FMV 266,526 266,526
54,098 SHARES - BLACKROCK HIGH YIELD BOND PORTFOLIO FMV 384,099 384,099
9,735 SHARES - BLACKROCK MID-CAP GROWTH EQUITY FMV 424,263 424,263
27,065 SHARES - CREDIT SUISSE COMMODITY RETURN STRATEGY FUND FMV 610,597 610,597
30,656 SHARES - DFA INTERNATIONAL SMALL COMPANY PORTFOLIO FMV 594,722 594,722
56,084 SHARES - EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND FMV 471,103 471,103
66,753 SHARES - FEDERATED HERMES TOTAL RETURN BOND FMV 624,139 624,139
29,595 SHARES - GQG PARTNERS EMERGING MARKETS EQUITY FUND FMV 489,504 489,504
50,129 SHARES - NUVEEN GLOBAL INFRASTRUCTURE FUND FMV 562,943 562,943
71,671 SHARES - PAYDEN EMERGING MARKETS BOND FUND FMV 743,950 743,950
11,953 SHARES - WCM FOCUSED INTERNATIONAL GROWTH FUND FMV 260,107 260,107
ANNUITY FMV 509,299 509,299

TY 2024 LandEtcSchedule2
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
HUTTON SETTLEMENT BUILDINGS - LAND 104,142 0 104,142 104,142
HUTTON SETTLEMENT BUILDINGS 9,955,620 3,910,900 6,044,720 6,044,720
HUTTON SETTLEMENT EQUIPMENT 1,029,308 917,087 112,221 112,221
ADMINISTRATIVE OFFICE EQUIPMENT 139,818 135,674 4,144 4,144


TY 2024 LegalFeesSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 14,174 0 0 14,174


TY 2024 OtherExpensesSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RESTRICTED EXPENSES - DONATIONS 124,549 0 0 124,549
INSURANCE 151,229 0 0 151,229
OFFICE EXPENSES 110,926 0 0 110,926
ACTIVITIES 42,280 0 0 42,280
REPAIRS & MAINTENANCE 62,872 0 0 62,872
FARM & GROUNDS 44,488 0 0 44,488
COMMUNITY DEVELOPMENT 32,490 0 0 32,490
MEDICAL EXPENSES - CAMPUS 3,625 0 0 3,625
MISC EXPENSES 301,662 0 0 301,662
EQUIPMENT 185,948 0 0 185,948
IN-KIND EXPENSES 21,927 0 0 21,927
FEES 34,159 34,159 34,159 0
MAINTENANCE & REPAIRS 317,432 317,432 317,432 0


TY 2024 OtherIncomeSchedule2
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PRIVATE FEES 51,461   51,461


TY 2024 OtherIncreasesSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Description Amount
UNREALIZED GAINS 75,360


TY 2024 OtherProfessionalFeesSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEASING & PROPERTY MANAGEMENT FEES 60,477 60,477 60,477 0


TY 2024 TaxesSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 126,468 0 0 126,468