Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
SPOKANE
State or province
WA
Country  
ZIP or foreign postal code
99206
A Employer identification number

91-0564969
B Telephone number (see instructions)

5099261027
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$39,741,676
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) 2,248,421
2 Check .................
3 Interest on savings and temporary cash investments 19,296 19,296 19,296
4 Dividends and interest from securities... 460,020 460,020 460,020
5a Gross rents............ 2,870,431 2,870,431 2,870,431
b Net rental income or (loss) 1,197,716
6a Net gain or (loss) from sale of assets not on line 10 1,020,936
b Gross sales price for all assets on line 6a 5,271,448
7 Capital gain net income (from Part IV, line 2)... 1,020,936
8 Net short-term capital gain......... 1,020,936
9 Income modifications...........  
10a Gross sales less returns and allowances 124,412
b Less: Cost of goods sold.... 78,784
c Gross profit or (loss) (attach schedule)..... 45,628 45,628
11 Other income (attach schedule)....... 43,158 0 43,158
12 Total. Add lines 1 through 11........ 6,707,890 4,370,683 4,459,469
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 191,220 0 0 191,220
14 Other employee salaries and wages...... 1,622,015 79,366 79,366 1,542,649
15 Pension plans, employee benefits....... 276,269 0 0 276,269
16a Legal fees (attach schedule)......... 52,947 0 0 52,947
b Accounting fees (attach schedule)....... 26,050 0 0 26,050
c Other professional fees (attach schedule).... 164,749 164,749 164,749 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 135,039 0 0 135,039
19 Depreciation (attach schedule) and depletion... 853,617 571,927 571,927
20 Occupancy.............. 253,571 137,583 137,583 115,988
21 Travel, conferences, and meetings....... 24,013 0 0 24,013
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,412,954 335,227 335,227 1,077,727
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,012,444 1,288,852 1,288,852 3,441,902
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 ................ 5,012,444 1,288,852 1,288,852 3,441,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,695,446
b Net investment income (if negative, enter -0-) 3,081,831
c Adjusted net income (if negative, enter -0-)... 3,170,617
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 1,116,442 863,468 863,468
2 Savings and temporary cash investments......... 1,185,458 1,685,150 1,685,150
3 Accounts receivable 14,422
Less: allowance for doubtful accounts   6,604 14,422 14,422
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use.............. 8,782 7,120 7,120
9 Prepaid expenses and deferred charges.......... 3,386 15,522 15,522
10a Investments—U.S. and state government obligations (attach schedule) 2,366,980 Click to see attachment
List of Attached Documents:
// Content
2,489,375
2,489,375
b Investments—corporate stock (attach schedule)....... 4,070,363 Click to see attachment
List of Attached Documents:
// Content
3,819,445
3,819,445
c Investments—corporate bonds (attach schedule)....... 1,488,308 Click to see attachment
List of Attached Documents:
// Content
1,459,206
1,459,206
11 Investments—land, buildings, and equipment: basis 21,789,110
Less: accumulated depreciation (attach schedule) 6,211,602 14,279,948 Click to see attachment
List of Attached Documents:
// Content
15,577,508
15,577,510
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,125,843 Click to see attachment
List of Attached Documents:
// Content
7,695,498
7,695,498
14 Land, buildings, and equipment: basis 11,328,403
Less: accumulated depreciation (attach schedule) 5,213,443 6,265,227 Click to see attachment
List of Attached Documents:
// Content
6,114,960
6,114,960
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,917,341 39,741,674 39,741,676
Liabilities 17 Accounts payable and accrued expenses.......... 206,917 254,040
18 Grants payable.................    
19 Deferred revenue................. 20,815 21,042
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 227,732 275,082
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 16,286,293 15,193,373
25 Net assets with donor restrictions............ 21,403,316 24,273,219
Foundations that do not follow FASB ASC 958, check here
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)..... 37,689,609 39,466,592
30 Total liabilities and net assets/fund balances (see instructions). 37,917,341 39,741,674
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
37,689,609
2
Enter amount from Part I, line 27a .....................
2
1,695,446
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
81,537
4
Add lines 1, 2, and 3 ..........................
4
39,466,592
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
39,466,592
Form 990-PF (2025)
Form 990-PF (2025)
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 GAIN ON SALE OF PROPERTY P    
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 5,264,008   4,246,467 1,017,541
b 7,440 31,907 35,952 3,395
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       1,017,541
b       3,395
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 1,020,936
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 1,020,936
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 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 2025 estimated tax payments and 2024 overpayment credited to 2025 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....... 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
WA
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 2025 or the taxable year beginning in 2025? 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 addressHUTTONSETTLEMENT.ORG
14
The books are in care ofCHUD WENDLE Telephone no. (509) 926-1027

Located at9907 E WELLESLEY AVESPOKANEWA ZIP+499206
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
173,962 17,258 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
STEPHANIE ADEN PRESIDENT
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
TANA REKOFKE 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
SHELLY O'QUINN RECORDING SECRETARY
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
LEANNE AGER TREASURER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
MICHELLE RIGGS BOARD MEMBER
1.00
0 0 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
JANET GOEBEL 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
SANDRA JARRARD BOARD MEMBER
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
173,962 17,258 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
KRISTIE WILLIAMS DIRECTOR
40.00
90,763 11,794 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
KRISTAL JABARA DIRECTOR
40.00
92,316 9,222 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
ALYSSA PATRICK DIRECTOR
40.00
81,026 11,984 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
STEFFANIE SWEETEN EXECUTIVE ASSISTANT
40.00
73,675 11,576 0
9907 E WELLESLEY AVE
SPOKANE,WA99206
Total number of other employees paid over $50,000................... 24
Form 990-PF (2025)
Form 990-PF (2025)
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 CHILDCARE AGENCY PROVIDING LONG TERM CARE OF DEPENDENT NEGLECTED CHILDREN. THE AVERAGE NUMBER OF CHILDREN IN CARE IN THE CURRENT YEAR WAS 26.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 WITH A SECURE HOME OF HOPE AND OPPORTUNITY. 3,082,292
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. 215,189
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
14,739,298
b
Average of monthly cash balances.......................
1b
2,425,259
c
Fair market value of all other assets (see instructions)................
1c
22,256,658
d
Total (add lines 1a, 1b, and 1c).......................
1d
39,421,215
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
39,421,215
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
591,318
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,829,897
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,941,495
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (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, line 26, column (d) ..........
1a
3,441,902
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
134,964
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
3,576,866
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $  
a Applied to 2024, 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 2025 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
 
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 2020 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
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) 2025 (b) 2024 (c) 2023 (d) 2022
1,941,495 1,846,487 1,802,244 1,733,887 7,324,113
b 85% (0.85) of line 2a ....... 1,650,271 1,569,514 1,531,907 1,473,804 6,225,496
c Qualifying distributions from Part XI,
line 4 for each year listed .....
3,576,866 3,385,778 4,322,306 3,216,569 14,501,519
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 ....
3,576,866 3,385,778 4,322,306 3,216,569 14,501,519
3 Complete 3a, 3b, or 3c 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 ..
1,294,330 1,230,991 1,201,496 1,155,925 4,882,742
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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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 ................................. 3a 0
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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         43,158
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 19,296  
4 Dividends and interest from securities ....     14 460,020  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 1,197,716  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
        1,020,936
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         45,628
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,677,032 1,109,722
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,786,754
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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

Attach to Form 990, 990-EZ, or 990-PF.
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 ......... $  
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. 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 E SPEER
 
10209 38TH SW
 
SEATTLE, WA98146

$ 1,477,640


(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

$ 112,873


(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
THE CRITZER CHARITABLE FUND
 
3102 S WATERFORD CREST LANE
 
SPOKANE, WA99203

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
LARRY M BROWN
 
DBA METROPOLITAN APARTMENTS - 1406
 
SPOKANE, WA99223

$ 59,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
CLAUSEN FAMILY TRUST
 
MR CALVIN CLASEN MRS DEBBIE CLAUSEN
 
SPOKANE, WA99206

$ 50,000


(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
ROBERT BAKER FOUNDATION INC
 
PO BOX 724
 
TEKOA, WA99033

$ 30,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
CAMERON REILLY
 
309 N PARK RD
 
SPOKANE VALLEY, WA99212

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
DUKE & RUTH FETTE TRUST
 
C/O DAVID GROESBECK - 11 N ARGONNE
 
SPOKANE, WA99212

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
STEVEN & JANICE BOOTS
 
620 N LANCASHIRE LANE
 
LIBERTY LAKE, WA99019

$ 10,280


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
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
12
WALLACE & LYNETTE VOLWILER
 
2850 E ROCKHURST LANE APPT 856
 
SPOKANE, WA99223

$ 10,000


(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
WILLIAM T & NANCY HENRY
 
2639 E FOXWOOD DRIVE
 
SPOKANE, WA99223

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
WASHINGTON TRUST BANK
 
ATTN PETER STANTON - PO BOX 2127
 
SPOKANE, WA99210

$ 7,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
15
STCU
 
106 W NORA AVE
 
SPOKANE, WA99205

$ 6,100


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
16
GLOBAL CREDIT UNION
 
P O BOX 3200
 
SPOKANE, WA99220

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
17
SIERRA & CADE OTTEN
 
1132 HALAPA WAY
 
TRINITY, FL34655

$ 5,200


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
18
MARLEE GRIFFITH
 
13812 S FAIRWAY RIDGE LANE
 
SPOKANE, WA99224

$ 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
19
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
20
ANDREW BARRETT
 
1415 E 11TH AVE 11
 
SPOKANE, WA99202

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
21
BECU
 
615 N SULLIVAN RD SUITE D
 
SPOKANE VALLEY, WA99037

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
22
IDAHO CENTRAL CREDIT UNION
 
1327 W APPLEWAY AVE
 
COEUR DALENE, ID83814

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
23
NUMERICA CREDIT UNION
 
14610 E SPRAGUE
 
SPOKANE VALLEY, WA99216

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
24
BISON TIRE
 
2816 S HAYFORD ROAD
 
AIRWAY HEIGHTS, WA99001

$ 5,000


(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
24
MEAT DONATION $ 5,000 2025-10-02
(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
 
$    
(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 2025 AccountingFeesSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 26,050 0 0 26,050

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Name of Bond End of Year Book Value End of Year Fair Market Value
LEADERS CREDIT UNION - MATURING JUNE 2028 41,196 41,196
KODABANK - MATURING SEPTEMBER 2026 15,151 15,151
MORGAN STANLEY PRIVATE BANK - MATURING DECEMBER 2029 50,029 50,029
MY COMMUNITY CREDIT UNION - MATURING MAY 2028 50,249 50,249
NUMERICA CREDIT UNION - MATURING DECEMBER 2027 51,100 51,100
STARBUCKS CORP - MATURING AUGUST 2029 147,309 147,309
AMERICAN EXPRESS CO - MATURING NOVEMBER 2026 245,477 245,477
PEPSICO INC - MATURING MAY 2028 162,517 162,517
BERKSHIRE HATHAWAY FINANCE CORP - MATURING MARCH 2027 142,730 142,730
CISCO SYSTEMS INC - MATURING FEBRUARY 2031 98,523 98,523
SALLIE MAE BANK - MATURING JULY 2026 147,965 147,965
INTEL CORP - MATURING AUGUST 2027 89,481 89,481
WALMART INC - MATURING SEPTEMBER 2031 40,141 40,141
US BANCORP - MATURING JULY 2030 177,338 177,338

TY 2025 InvestmentsCorpStockSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Name of Stock End of Year Book Value End of Year Fair Market Value
487 SHARES - MICROSOFT CORP 235,523 235,523
309 SHARES - SERVICENOW INC 47,336 47,336
318 SHARES - ALPHABET INC 99,534 99,534
329 SHARES - JPMORGAN CHASE & CO 106,011 106,011
347 SHARES - PROCTER & GAMBLE CO 49,728 49,728
361 SHARES - CONOCOPHILLIPS 33,793 33,793
417 SHARES - PNC FINANCIAL SERVICES GROUP INC 87,040 87,040
438 SHARES - BAKER HUGHES CO 19,947 19,947
438 SHARES - CONSTELLATION BRANDS 60,427 60,427
472 SHARES - TJX COS INC 72,504 72,504
492 SHARES - MARSH & MCLENNAN COS INC 91,276 91,276
52 SHARES - MARTIN MARIETTA MATERIALS INC 32,378 32,378
56 SHARES - COSTCO WHOLESALE CORP 48,291 48,291
581 SHARES - BROADCOM INC 201,085 201,085
923 SHARES - APPLE INC 250,927 250,927
6,541 SHARES - GATEWAY FUND 333,668 333,668
635 SHARES - PALANTIR TECHNOLOGIES INC 112,872 112,872
652 SHARES - AMAZON.COM INC 150,495 150,495
66 SHARES - LINDE PLC 28,142 28,142
832 SHARES - NISOURCE INC 34,744 34,744
796 SHARES - MERCK & CO INC 83,787 83,787
721 SHARES - STARBUCKS CORP 60,716 60,716
75 SHARES - PARKER HANNIFIN CORP 65,922 65,922
272 SHARES - EXXON MOBIL CORP 32,732 32,732
769 SHARES - WALT DISNEY CO 87,489 87,489
247 SHARES - REPUBLIC SERVICES INC 52,347 52,347
1,435 SHARES - NVIDIA CORP 267,628 267,628
121 SHARES - GE AEROSPACE COM 37,271 37,271
126 SHARES - META PLATFORMS INC 83,171 83,171
128,326 SHARES - VICTORY SYCAMORE ESTABLISHED VALUE FUND 132,906 132,906
130 SHARES - DEERE & CO 60,524 60,524
130 SHARES - VALERO ENERGY CORP 21,163 21,163
132 SHARES - UNITEDHEALTH GROUP INC 43,575 43,575
133 SHARES - GOLDMAN SACHS GROUP INC 116,907 116,907
149 SHARES - VERTEX PHARMACEUTICALS INC 67,550 67,550
185 SHARES - CENCORA INC 62,484 62,484
186 SHARES - MASTERCARD INC 106,184 106,184
184 SHARES - ELEVANCE HEALTH INC 64,501 64,501
234 SHARES - DUKE ENERGY CORP 27,428 27,428
2,755 SHARES - COMCAST CORP 82,347 82,347
214 SHARES - HOME DEPOT INC 73,638 73,638
187 SHARES - PALO ALTO NETWORKS INC 34,446 34,446
201 SHARES - L3HARRIS TECHNOLOGIES INC 59,008 59,008

TY 2025 InvestmentsGovtObligationsSch
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
US Government Securities - End of Year Book Value:

2,489,375
US Government Securities - End of Year Fair Market Value:

2,489,375
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 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 1,387,996 1,000,584 387,412 387,414
3633 E. ROWAN - LAND 44,800 0 44,800 44,800
3633 E. ROWAN 581,662 73,148 508,514 508,514
GARDEN COURT, MISSION AVENUE - LAND 254,972 0 254,972 254,972
GARDEN COURT, MISSION AVENUE 2,790,478 981,050 1,809,428 1,809,428
KENNEWICK - LAND 312,540 0 312,540 312,540
KENNEWICK 1,997,699 432,048 1,565,651 1,565,651
3704 N. NEVADA - LAND 313,627 0 313,627 313,627
3704 N. NEVADA 1,068,845 288,016 780,829 780,829
4207 E. MAIN - LAND 482,090 0 482,090 482,090
4207 E. MAIN 723,135 123,613 599,522 599,522
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 588,980 69,178 519,802 519,802
NORTHTOWN GAS AND DELI MART - LAND 115,389 0 115,389 115,389
NORTHTOWN GAS AND DELI MART 2,464 2,094 370 370
ROCKWOOD CLINIC, 6208 N. COLTON - LAND 29,929 0 29,929 29,929
ROCKWOOD CLINIC, 6208 N. COLTON 421,324 240,461 180,863 180,863
PHYSICAL THERAPY, 208 E. FRANCIS - LAND 127,500 0 127,500 127,500
PHYSICAL THERAPY, 208 E. FRANCIS 323,276 258,064 65,212 65,212
MCDONALD'S, 4436 N. DIVISION - LAND 177,500 0 177,500 177,500
OFFICE BUILDING, 4423 N. DIVISION - LAND 210,786 0 210,786 210,786
OFFICE BUILDING, 4423 N. DIVISION 1,252,968 866,560 386,408 386,408
OFFICE DEPOT, 4511 N. DIVISION - LAND 598,356 0 598,356 598,356
OFFICE DEPOT, 4511 N. DIVISION 3,148,741 1,618,565 1,530,176 1,530,176
6512 N. NAPA - LAND 86,940 0 86,940 86,940
6512 N. NAPA 596,377 74,695 521,682 521,682
1975 E. HOUSTON - LAND 75,060 0 75,060 75,060
1975 E. HOUSTON 1,081,899 160,437 921,462 921,462
309 W. SECOND - LAND 581,833 0 581,833 581,833
309 W. SECOND 1,080,547 23,089 1,057,458 1,057,458

TY 2025 InvestmentsOtherSchedule2
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
7,263 SHARES - DIMENSIONAL INTERNATIONAL VALUE ETF FMV 362,424 362,424
109,271 SHARES - FEDERATED HERMES TOTAL RETURN BOND FMV 1,047,914 1,047,914
14,246 SHARES - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC FMV 345,885 345,885
14,455 SHARES - CREDIT SUISSE COMMODITY RETURN STRATEGY FUND FMV 359,343 359,343
17,078 SHARES - DIMENSIONAL EMERGING CORE EQUITY ETF FMV 556,230 556,230
22,252 SHARES - WCM FOCUSED INTERNATIONAL GROWTH FUND FMV 553,726 553,726
243,320 SHARES - ARTISAN INTERNATIONAL VALUE FUND FMV 283,595 283,595
246 SHARES - PARNASSUS CORE EQUITY INVESTOR FMV 13,739 13,739
292,867 SHARES - ARTISAN HIGH INCOME FUND FMV 115,261 115,261
3,944 SHARES - OAKMARK INVESTOR FMV 678,608 678,608
43,850 SHARES - BLACKROCK HIGH YIELD PORTFOLIO FMV 317,038 317,038
54,301 SHARES - AQR MANAGED FUTURES STRATEGY FUND FMV 519,656 519,656
ANNUITY FMV 527,123 527,123
55,564 SHARES - PAYDEN EMERGING MARKETS BOND FUND FMV 620,652 620,652
59,689 SHARES - EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND FMV 527,056 527,056
6,266 SHARES - DFA INTERNATIONAL SMALL COMPANY FMV 160,288 160,288
874 SHARES - STATE STRET ENRGY SLECT FMV 39,085 39,085
7,386 SHARES - DIMENSIONAL US SMALL CAP ETF FMV 514,583 514,583
1,120 SHARES - ISHARES RUSSELL MID-CAP GROWTH ETF FMV 153,292 153,292

TY 2025 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 10,025,366 4,152,269 5,873,097 5,873,097
HUTTON SETTLEMENT EQUIPMENT 1,058,577 924,021 134,556 134,556
ADMINISTRATIVE OFFICE EQUIPMENT 139,818 137,153 2,665 2,665
WORK-IN-PROGRESS 500 0 500 500


TY 2025 LegalFeesSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 52,947 0 0 52,947


TY 2025 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 - MISC EXPENSES 329,334 0 0 329,334
EQUIPMENT 166,057 0 0 166,057
DONATIONS 156,185 0 0 156,185
INSURANCE 150,259 0 0 150,259
OFFICE EXPENSES 107,008 0 0 107,008
FARM & GROUNDS 47,178 0 0 47,178
ACTIVITIES 38,739 0 0 38,739
REPAIRS & MAINTENANCE 34,921 0 0 34,921
COMMUNITY DEVELOPMENT 30,589 0 0 30,589
IN-KIND EXPENSES 12,885 0 0 12,885
MEDICAL EXPENSES - CAMPUS 4,572 0 0 4,572
MAINTENANCE & REPAIRS 335,227 335,227 335,227 0


TY 2025 OtherIncomeSchedule2
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PRIVATE FEES 43,158   43,158


TY 2025 OtherIncreasesSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Description Amount
UNREALIZED GAINS 81,537


TY 2025 OtherProfessionalFeesSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 96,402 96,402 96,402 0
LEASING & PROPERTY MANAGEMENT FEES 68,347 68,347 68,347 0


TY 2025 TaxesSchedule
Name:
THE HUTTON SETTLEMENT
EIN:
91-0564969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 135,039 0 0 135,039