THE HUSSMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE HUSSMAN FOUNDATION (EIN 58-1605071)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349104312
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T13:39:08-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3667 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 722033667 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581605071 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUSSMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL ABRAHAM | InCareOfNm |
| Business Name Control | HUSS | BusinessNameControlTxt |
| Phone | 5013783428 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2221 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER HUSSMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5013783428 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WALTER | PersonFirstNm |
| Person Last | HUSSMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER SHERRILL | PreparerPersonNm |
| PTIN | P00748683 | PTIN |
| Phone | 5013721040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,116,698 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $239,046 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $236,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,425,514 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,334 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $321,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $318,890 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,919 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,919 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,708 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,118 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $162 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $454,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $454,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $494,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $454,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$172,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $302,553 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $441,398 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $517,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $517,193 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $651,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $882,909 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $882,909 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,178,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,716,596 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,716,596 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,270,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,116,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,116,698 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,500 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,500 | CapitalStockEOYAmt |
| Retained Earning BOY | $11,263,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,109,198 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,270,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,116,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,270,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,116,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,270,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$172,709 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,098,268 | SubtotalAmt |
| Other Decreases | $1,981,570 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,116,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ST COVERED | $538,415 | $577,268 | -$37,417 | -$38,853 | |
| LT COVERED | $877,104 | $829,012 | $53,627 | $48,092 | |
| LT NONCOVERED | $9,995 | $4,803 | $5,192 | $5,192 | |
| CAPITAL GAIN DIVIDENDS | $60,932 | P | |||
| CAPITAL GAIN DIVIDENDS | $60,932 | P | |||
| CAPITAL GAIN DIVIDENDS | $60,932 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,334 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,205 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,205 | SubtotalAmt |
| Tax Based On Investment Income | $4,205 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $13,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,795 | OverpaymentAmt |
| Applied To ES Tax | $8,795 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL ABRAHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5013783577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E CAPITOL AVE | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WALTER HUSSMAN JR | ||||||||
| PO BOX 2221 | LITTLE ROCK | AR | 72203 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| ROBENA HUSSMAN | ||||||||
| PO BOX 2221 | LITTLE ROCK | AR | 72203 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ROBERT TUCKER | ||||||||
| PO BOX 2221 | LITTLE ROCK | AR | 72203 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PALMER HUSSMAN | ||||||||
| PO BOX 2221 | LITTLE ROCK | AR | 72203 | EXECUTIVE DIRECTOR | 1.0 | $0 | $0 | $0 |
| ELIZA GAINES | ||||||||
| PO BOX 2221 | LITTLE ROCK | AR | 72203 | SECRETARY | 1.0 | $0 | $0 | $0 |
| OLIVIA RAMSEY | ||||||||
| PO BOX 2221 | LITTLE ROCK | AR | 72203 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,499,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,691,404 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,691,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,546,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $477,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $477,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,205 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,205 | TotalTaxAmt |
| Distributable Before Adj | $473,097 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $473,097 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $473,097 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $454,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $454,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $473,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $15,996 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,511 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $17,129 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,636 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $454,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $454,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,397 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,397 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,239 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,239 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $43,110 | ExcessFromYear3Amt |
| Excess From Year1 | $17,129 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALTER HUSSMAN JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WALTER HUSSMAN JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2221 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5013783402 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS | ||||||
| 10618 BRECKENRIDGE DRIVE | LITTLE ROCK | AR | 72211 | PC | EDUCATION | $6,500 |
| ALZHEIMER'S ARKANSAS | ||||||
| 201 MARKHAM CENTER DRIVE | LITTLE ROCK | AR | 72205 | PC | GENERAL SUPPORT | $250 |
| AMERICAN ENTERPRISE INSTITUTE | ||||||
| 1789 MASSACHUSETTS AVENUE | NW WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $1,000 |
| ARKANSAS MUSEUM OF FINE ARTS FOUNDATION | ||||||
| 501 E 9TH STREET | LITTLE ROCK | AR | 72203 | PC | ARTS | $100,000 |
| BAPTIST HEALTH FOUNDATION | ||||||
| 9601 BAPTIST HEALTH DRIVE | LITTLE ROCK | AR | 72205 | PC | GENERAL SUPPORT | $3,000 |
| ARKANSAS CHILDREN'S HOSPITAL | ||||||
| 1 CHILDRENS WAY | LITTLE ROCK | AR | 72202 | PC | GENERAL SUPPORT | $1,000 |
| ARKANSAS IMAGINATION LIBRARY | ||||||
| 401 SCOTT STREET 3 | LITTLE ROCK | AR | 72201 | PC | GENERAL SUPPORT | $1,000 |
| ARKANSAS PRESS ASSOCIATION | ||||||
| 411 S VICTORY STREET | LITTLE ROCK | AR | 72201 | PC | GENERAL SUPPORT | $10,000 |
| ARKANSAS REPERTORY THEATRE | ||||||
| 601 MAIN STREET | LITTLE ROCK | AR | 72201 | PC | GENERAL SUPPORT | $1,000 |
| ARKANSAS STATE GOLF ASSOCIATION | ||||||
| 3 EAGLE HILL CT B | LITTLE ROCK | AR | 72210 | PC | GENERAL SUPPORT | $2,000 |
| BALLET ARKANSAS | ||||||
| 520 MAIN STREET | LITTLE ROCK | AR | 72201 | PC | GENERAL SUPPORT | $1,000 |
| BRANDON BURLSWORTH FOUNDATION | ||||||
| 119 W CENTRAL AVENUE | HARRISON | AR | 72601 | PC | GENERAL SUPPORT | $2,000 |
| CHI ST VINCENT | ||||||
| 2 ST VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | PC | GENERAL SUPPORT | $1,000 |
| DAVID & BARBARA PRYOR CENTER | ||||||
| 1 EAST CENTER STREET | FAYETTEVILLE | AR | 72701 | PC | GENERAL SUPPORT | $1,000 |
| EASTERSEALS ARKANSAS | ||||||
| 3920 WOODLAND HEIGHTS ROAD | LITTLE ROCK | AR | 72212 | PC | GENERAL SUPPORT | $2,500 |
| ELIJAH PITTS MEMORIAL GOLF TOURNAMENT | ||||||
| 900 WEST DAISY L GATSON BATES DRIVE | LITTLE ROCK | AR | 72202 | PC | GENERAL SUPPORT | $5,000 |
| EQUITABLE FACILITIES FUND | ||||||
| 228 PARK AVENUE S | NEW YORK CITY | NY | 10003 | PC | GENERAL SUPPORT | $25,000 |
| FALLEN JOURNALISTS MEMORIAL FOUNDATION | ||||||
| 8905 HIGDON DRIVE | VIENNA | VA | 22182 | PC | GENERAL SUPPORT | $50,000 |
| HISTORIC ARKANSAS MUSEUM FOUNDATION | ||||||
| 200 E 3RD STREET | LITTLE ROCK | AR | 72201 | PC | GENERAL SUPPORT | $3,500 |
| HOOVER INSTITUTION | ||||||
| 1399 NEW YORK AVENUE NW SUITE 500 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $25,000 |
| HOUSE OF PRAYER | ||||||
| 28215 CHENAL VALLEY DRIVE | LITTLE ROCK | AR | 72223 | PC | GENERAL SUPPORT | $500 |
| INSTITUTE FOR JUSTICE | ||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $250 |
| LAMAR PORTER COMPLEX | ||||||
| 3200 W 7TH STREET | LITTLE ROCK | AR | 72205 | PC | GENERAL SUPPORT | $500 |
| JUNIOR ACHEIVEMENT OF ARKANSAS | ||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | PC | GENERAL SUPPORT | $1,200 |
| LITTLE ROCK REGIONAL CHAMBER | ||||||
| ONE CHAMBER PLAZA | LITTLE ROCK | AR | 72201 | PC | GENERAL SUPPORT | $10,000 |
| THE MUSES PROJECT | ||||||
| 428 ORANGE STREET | HOT SPRINGS | AR | 71901 | PC | GENERAL SUPPORT | $19,000 |
| NATURE CONSERVANCY | ||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $2,500 |
| LITTLE ROCK SCHOOL DISTRICT | ||||||
| 810 W MARKHAM | LITTLE ROCK | AR | 72201 | PC | GENERAL SUPPORT | $2,500 |
| OUR HOUSE | ||||||
| 302 E ROOSEVELT ROAD | LITTLE ROCK | AR | 72206 | PC | GENERAL SUPPORT | $2,500 |
| PARK ENDOWMENT FUND | ||||||
| 6915 GEYER SPRINGS ROAD | LITTLE ROCK | AR | 72209 | PC | GENERAL SUPPORT | $20,000 |
| PATHWAY TO FREEDOM | ||||||
| 17200 CHENAL PARKWAY STE 300-319 | LITTLE ROCK | AR | 72018 | PC | GENERAL SUPPORT | $5,000 |
| ARKANSAS COMMUNITY FOUNDATION | ||||||
| 5 ALLIED DRIVE SUITE 51110 | LITTLE ROCK | AR | 72202 | PC | GENERAL SUPPORT | $100,000 |
| PRISON FELLOWSHIP | ||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | PC | GENERAL SUPPORT | $500 |
| READWORKS | ||||||
| PO BOX 24673 | BROOKLYN | NY | 11202 | PC | GENERAL SUPPORT | $2,500 |
| LITTLE ROCK RIVER MARKET | ||||||
| 400 PRESIDENT CLINTON AVENUE | LITTLE ROCK | AR | 72201 | PC | GENERAL SUPPORT | $1,000 |
| SPRINGBOARD USA FOUNDATION | ||||||
| 1509-B MART DRIVE | LITTLE ROCK | AR | 72202 | PC | GENERAL SUPPORT | $1,000 |
| STEADMAN PHILIPPON RESEARCH INSTITUTE | ||||||
| 181 WEST MEADOW DRIVE STE 1000 | VAIL | CO | 81657 | PC | GENERAL SUPPORT | $5,000 |
| UALR | ||||||
| 2801 S UNIVERSITY AVENUE | LITTLE ROCK | AR | 72204 | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF MISSISSIPPI | ||||||
| PO BOX 1848 | UNIVERSITY | MS | 38677 | PC | GENERAL SUPPORT | $1,000 |
| URBAN LEAGUE OF STATE OF ARKANSAS | ||||||
| 3805 W 12TH STREET | LITTLE ROCK | AR | 72204 | PC | GENERAL SUPPORT | $1,000 |
| UNITED STATES MARSHALS MUSEUM | ||||||
| 789 RIVERFRONT DRIVE | FORT SMITH | AR | 72901 | PC | GENERAL SUPPORT | $10,000 |
| WINTHROP ROCKEFELLER CANCER CENTER | ||||||
| 449 JACK STEPHENS DRIVE | LITTLE ROCK | AR | 72205 | PC | GENERAL SUPPORT | $20,000 |
| WORLD SERVICES FOR THE BLIND | ||||||
| 2811 FAIR PARK BLVD | LITTLE ROCK | AR | 72204 | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $454,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239,046 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $321,380 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $321,380 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WAL-MART STORES, INC. | StockNm |
| EOY Book Value | $882,909 | EOYBookValueAmt |
| EOYFMV | $882,909 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,716,596 | BookValueAmt |
| EOYFMV | $7,716,596 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,981,570 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $162 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,919 | Amt |
| Net Investment Income | $12,919 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $2,118 | $2,118 | $0 | $0 |
| EXCISE TAX | $21,590 | $0 | $0 | $0 |
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