THE HUSSMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HUSSMAN FOUNDATION (EIN 58-1605071)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349105681
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:08:44-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-14 | 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 | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,270,977 | 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 | $204,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $736,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,642,776 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $736,128 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $940,258 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $940,258 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,745 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,745 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,177 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,177 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,922 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $542,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $542,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $562,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $542,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $377,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $919,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $197,983 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $441,398 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $441,398 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $648,675 | CorporateStockBOYAmt |
| Corporate Stock EOY | $651,105 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $651,105 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,430,817 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,178,474 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,178,474 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,277,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,270,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,270,977 | 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 | $10,269,975 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,263,477 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,277,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,270,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,277,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,270,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,277,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $377,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $616,166 | OtherIncreasesAmt |
| Subtotal | $11,270,977 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,270,977 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| STEPHENS INC LT NONCOVERED | $499,975 | $257,639 | $242,336 | $242,336 | |
| STEPHENS INC LT COVERED | $24,995 | $22,602 | $2,393 | $2,393 | |
| JP MORGAN ST COVERED | $280,147 | $270,725 | $9,422 | $9,422 | |
| JP MORGAN LT COVERED | $495,710 | $472,954 | $22,756 | $22,756 | |
| JP MORGAN LT NONCOVERED | $11,315 | $10,734 | $581 | $581 | |
| CHARLES SCHWAB ST COVERED | $307,338 | $308,702 | -$1,364 | -$1,364 | |
| CHARLES SCHWAB LT COVERED | $781,782 | $563,291 | $218,491 | $218,491 | |
| CAPITAL GAIN DIVIDENDS | $241,513 | P | |||
| CAPITAL GAIN DIVIDENDS | $241,513 | P | |||
| CAPITAL GAIN DIVIDENDS | $241,513 | P | |||
| CAPITAL GAIN DIVIDENDS | $241,513 | P | |||
| CAPITAL GAIN DIVIDENDS | $241,513 | P | |||
| CAPITAL GAIN DIVIDENDS | $241,513 | P | |||
| CAPITAL GAIN DIVIDENDS | $241,513 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $736,128 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,779 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,779 | SubtotalAmt |
| Tax Based On Investment Income | $12,779 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,048 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,048 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $308 | EsPenaltyAmt |
| Tax Due | $8,039 | TaxDueAmt |
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 | $10,712,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $204,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,916,753 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,916,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,753,002 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $537,650 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $537,650 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,779 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,779 | TotalTaxAmt |
| Distributable Before Adj | $524,871 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $524,871 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $524,871 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $542,000 | 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 | $542,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $524,871 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,786 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $15,996 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,511 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $67,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $542,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $524,871 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,129 | RemainingDistriFromCorpusAmt |
| Total Corpus | $84,422 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,786 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,636 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $15,996 | ExcessFromYear3Amt |
| Excess From Year2 | $45,511 | ExcessFromYear2Amt |
| Excess From Current Year | $17,129 | ExcessFromCurrentYearAmt |
| 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS | ||||||||
| 10618 BRECKENRIDGE DR | LITTLE ROCK | AR | 72211 | NONE | PC | EDUCATION | $6,500 | |
| ARKANSAS MUSEUM OF FINE ARTS FOUNDATION | ||||||||
| 501 E 9TH STREET | LITTLE ROCK | AR | 72203 | NONE | PC | ARTS | $200,000 | |
| FALLEN JOURNALISTS MEMORIAL FOUNDATION | ||||||||
| 529 14TH ST NW 13TH FLOOR | WASHINGTON | DC | 20045 | NONE | PC | COMMUNITY DEVELOPMENT | $10,000 | |
| HOOVER INSTITUTION | ||||||||
| STANFORD UNIVERSITY | STANFORD | CA | 943059954 | NONE | PC | PUBLIC POLICY | $25,000 | |
| METROCK - LITTLE ROCK CHAMBER | ||||||||
| 200 E MARKHAM ST | LITTLE ROCK | AR | 72201 | NONE | PC | COMMUNITY DEVELOPMENT | $10,000 | |
| PARK | ||||||||
| 6915 GEYER SPRINGS ROAD | LITTLE ROCK | AR | 72209 | NONE | PC | COMMUNITY DEVELOPMENT | $20,000 | |
| PATHWAY TO FREEDOM | ||||||||
| 17200 CHENAL PARKWAY STE 300-319 | LITTLE ROCK | AR | 72018 | NONE | PC | PRISON REFORM | $5,000 | |
| POPS ON THE RIVER ENDOWMENT | ||||||||
| C/O ARKANSAS COMMUNITY FOUNDATION | LITTLE ROCK | AR | 72202 | NONE | PC | ARTS | $167,750 | 5 ALLIED DRIVE SUITE 51110 |
| QUAPAW AREA COUNCIL | ||||||||
| 3220 CANTRELL ROAD | LITTLE ROCK | AR | 72202 | NONE | PC | EDUCATION | $5,000 | |
| STEADMAN PHILIPPON | ||||||||
| 181 WEST MEADOW DRIVE STE 1000 | VAIL | CO | 81657 | NONE | PC | HEALTHCARE | $5,000 | |
| THE MUSES CREATIVITY ARTISTRY PROJECT | ||||||||
| 428 ORANGE STREET | HOT SPRINGS | AR | 71901 | NONE | PC | ARTS | $19,000 | |
| US MARSHALL MUSEUM | ||||||||
| 789 RIVERFRONT DR | FORT SMITH | AR | 72901 | NONE | PC | EDUCATION | $10,000 | |
| WINTHROP ROCKEFELLER CANCER INST FOUNDATION | ||||||||
| 4301 WEST MARKHAM SLOT 623 | LITTLE ROCK | AR | 72205 | NONE | PC | HEALTHCARE | $20,000 | |
| ALZHEIMER'S ARKANSAS | ||||||||
| 201 MARKHAM CENTER DRIVE | LITTLE ROCK | AR | 72205 | NONE | PC | HEALTHCARE | $250 | |
| ARKANSAS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 1 CHILDRENS WAY SLOT 661 | LITTLE ROCK | AR | 72204 | NONE | PC | HEALTHCARE | $1,000 | |
| ARKANSAS IMAGINATION LIBRARY | ||||||||
| 401 SCOTT STREET SUITE 3 | LITTLE ROCK | AR | 72201 | NONE | PC | EDUCATION | $1,000 | |
| ARKANSAS REPERTORY THEATRE | ||||||||
| 601 MAIN STREET | LITTLE ROCK | AR | 72201 | NONE | PC | ARTS | $1,000 | |
| ASGA SCHOLARSHIP FUND | ||||||||
| PO BOX 30250 | LITTLE ROCK | AR | 72260 | NONE | PC | COMMUNITY DEVELOPMENT | $4,000 | |
| BALLET ARKANSAS | ||||||||
| PO BOX 941 | LITTLE ROCK | AR | 72203 | NONE | PC | ARTS | $1,000 | |
| CHI ST VINCENT FOUNDATION | ||||||||
| 2 ST VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | NONE | PC | HEALTHCARE | $1,000 | |
| BRANDON BURLSWORTH FOUNDATION | ||||||||
| 119 WEST CENTRAL | HARRISON | AR | 72018 | NONE | PC | EDUCATION | $2,000 | |
| DAVID AND BARBARA PRYOR CENTER | ||||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | NONE | PC | CULTURAL HERITAGE DOCUMENTATION | $1,000 | |
| EASTERSEALS ARKANSAS | ||||||||
| 3920 WOODLAND HEIGHTS RD | LITTLE ROCK | AR | 72212 | NONE | PC | COMMUNITY DEVELOPMENT | $2,500 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | SOCIAL JUSTICE | $250 | |
| JUNIOR ACHIEVEMENT OF ARKANSAS | ||||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | NONE | PC | COMMUNITY DEVELOPMENT | $1,750 | |
| MID AMERICA SCIENCE MUSEUM | ||||||||
| 500 MID AMERICA BLVD | HOT SPRINGS | AR | 71913 | NONE | PC | EDUCATION | $2,000 | |
| OUR HOUSE | ||||||||
| PO BOX 34155 | LITTLE ROCK | AR | 72203 | NONE | PC | HOMELESSNESS | $2,500 | |
| READWORKS | ||||||||
| PO BOX 461 | NEW YORK | NY | 10101 | NONE | PC | EDUCATION | $2,500 | |
| SCULPTURE AT THE RIVER MARKET | ||||||||
| 5409 HAWTHORNE ROAD | LITTLE ROCK | AR | 72207 | NONE | PC | COMMUNITY ARTS | $1,000 | |
| SPRINGBOARD USA FOUNDATION | ||||||||
| 1509 B MART DRIVE | LITTLE ROCK | AR | 72202 | NONE | PC | EDUCATION | $1,000 | |
| THE AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC POLICY | $1,000 | |
| THE ARKANSAS HOUSE OF PRAYER | ||||||||
| PO BOX 164717 | LITTLE ROCK | AR | 72216 | NONE | PC | HEALTHCARE | $500 | |
| THE LAMAR PORTER COMPLEX | ||||||||
| PO BOX 530 | NORTH LITTLE ROCK | AR | 72115 | NONE | PC | COMMUNITY DEVELOPMENT | $500 | |
| UNIVERSITY OF MISSISSIPPI SCHOOL OF JOURNALISM | ||||||||
| 555 GROVE LOOP | OXFORD | MS | 38655 | NONE | GOV | EDUCATION | $1,000 | |
| URBAN LEAGUE OF THE STATE OF ARKANSAS INC | ||||||||
| 3805 W 12TH STREET SUITE 205 | LITTLE ROCK | AR | 72204 | NONE | PC | COMMUNITY DEVELOPMENT | $1,000 | |
| WSB FOUNDATION | ||||||||
| 2811 FAIR PARK BLVD | LITTLE ROCK | AR | 72204 | NONE | PC | EDUCATION | $2,000 | |
| ARKANSAS TEACHER CORPS | ||||||||
| 203 GRADUATE EDUCATION | FAYETTEVILLE | AR | 72701 | PC | EDUCATION | $2,500 | ||
| FIRST TEE OF CENTRAL ARKANSAS | ||||||||
| 1 FIRST TEE WAY | LITTLE ROCK | AR | 72204 | PC | GENERAL DONATION | $2,000 | ||
| ONE ROCK LEGENDS | ||||||||
| 3001 S Pulaski St | LITTLE ROCK | AR | 72206 | PC | GENERAL SUPPORT | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $542,000 | 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 | $204,130 | 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 | $736,128 | 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 | $940,258 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $940,258 | 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 |
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 | $651,105 | EOYBookValueAmt |
| EOYFMV | $651,105 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Book Value | $10,178,474 | BookValueAmt |
| EOYFMV | $10,178,474 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $19,129 | $19,129 |
| BANK CHARGES | $48 | $48 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $616,166 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,745 | Amt |
| Net Investment Income | $1,745 | NetInvestmentIncomeAmt |
Comments