THE HUSSMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE HUSSMAN FOUNDATION (EIN 58-1605071)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202011919349100026
- Schema version
- 2019v5.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T11:53:03-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2019-01-01 | 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 | % CHARLES VAN DEVENTER | 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 | 2020-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER SHERRILL | PreparerPersonNm |
| PTIN | P00748683 | PTIN |
| Phone | 5013721040 | PhoneNum |
| Preparation | 2020-06-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 71015520201915000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5C78A0EB25468B4AA4B79E764D8782665D95DC96 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1E9D72135F5DBD2B06063545E8A1DC1A1E93ABFE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,477,468 | 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 | $221,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,943 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,900,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,342,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,900,435 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,122,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,122,378 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,757 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,757 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,345 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,845 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,644 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,644 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $457,716 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $457,716 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $488,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $457,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,633,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,093,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $159,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,512 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,512 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $707,940 | CorporateStockBOYAmt |
| Corporate Stock EOY | $534,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $534,780 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,240,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,856,176 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,856,176 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,107,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,477,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,477,468 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $263 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $263 | 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 | $8,099,779 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,469,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,107,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,477,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,107,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,477,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,107,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,633,916 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,741,195 | SubtotalAmt |
| Other Decreases | $263,727 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,477,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| STEPHENS INC LT COVERED | $25,000 | $23,277 | $1,723 | $1,723 | |
| JP MORGAN ST COVERED | $95,038 | $90,280 | $4,758 | $4,758 | |
| JP MORGAN LT COVERED | $297,117 | $304,687 | -$7,570 | -$7,570 | |
| JP MORGAN LT NONCOVERED | $94,255 | $88,795 | $5,460 | $5,460 | |
| CHARLES SCHWAB ST COVERED | $758,051 | $730,571 | $27,480 | $27,480 | |
| CHARLES SCHWAB LT COVERED | $1,119,697 | $443,765 | $675,932 | $675,932 | |
| CHARLES SCHWAB LT NONCOVERED | $1,981,763 | $1,365,214 | $616,549 | $616,549 | |
| STEPHENS INC LT NONCOVERED | $845,326 | $395,755 | $449,571 | $449,571 | |
| CAPITAL GAIN DIVIDENDS | $126,532 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,900,435 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $454,868 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,990,725 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050593 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $414,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,623,078 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048022 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $403,148 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,762,790 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051933 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $434,914 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,117,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053579 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $357,434 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,016,337 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044588 | DistributionYr5Rt |
| Total Distribution | 0.248715 | TotalDistributionRt |
| Average Distribution | 0.049743 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,081,359 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $451,734 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,931 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $472,665 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $457,716 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,863 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41,863 | SubtotalAmt |
| Tax Based On Investment Income | $41,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,332 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,332 | TotalPaymentsAndCreditsAmt |
| Tax Due | $36,531 | 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 | false | 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 | CHARLES VAN DEVENTER | 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 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ROBENA HUSSMAN | ||||||||
| PO BOX 2221 | LITTLE ROCK | AR | 72203 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ROBERT TUCKER | ||||||||
| PO BOX 2221 | LITTLE ROCK | AR | 72203 | TRUSTEE | 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 | TRUSTEE | 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 | $9,054,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,151 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,219,654 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,219,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,295 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,081,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $454,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $454,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,863 | TotalTaxAmt |
| Distributable Before Adj | $412,205 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $412,205 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $412,205 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $457,716 | 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 | $457,716 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $457,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,205 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $25,087 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,580 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $15,996 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,663 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $457,716 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $412,205 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,511 | RemainingDistriFromCorpusAmt |
| Total Corpus | $105,174 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $105,174 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,087 | ExcessFromYear4Amt |
| Excess From Year3 | $18,580 | ExcessFromYear3Amt |
| Excess From Year1 | $15,996 | ExcessFromYear1Amt |
| Excess From Current Year | $45,511 | 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 |
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 |
| Form And Info And Materials | PROVIDE A WRITTEN DESCRIPTION OF PURPOSE AND ACTIVITIES OF ORGANIZATION AND PROPOSED USE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO EDUCATION PURPOSES AND ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 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 GROUP INC | ||||||||
| 10618 BRECKENRIDGE DR | LITTLE ROCK | AR | 72211 | NONE | PC | EDUCATION | $6,500 | |
| STEADMAN PHILIPPON RESEARCH INSTITUTE | ||||||||
| 181 WEST MEADOW DRIVE STE 1000 | VAIL | CO | 81657 | NONE | PC | HEALTHCARE | $5,000 | |
| WINTHROP ROCKEFELLER CANCER INSTITUTE FOUNDATION | ||||||||
| 4301 WEST MARKHAM SLOT 623 | LITTLE ROCK | AR | 72205 | NONE | PC | HEALTHCARE | $20,000 | |
| THE MUSES CREATIVITY ARTISTRY PROJECT | ||||||||
| 428 ORANGE STREET | HOT SPRINGS | AR | 71901 | NONE | PC | ARTS | $15,700 | |
| READWORKS | ||||||||
| PO BOX 461 | NEW YORK | NY | 101010461 | NONE | PC | EDUCATION | $2,500 | |
| HOOVER INSTITUTION | ||||||||
| STANFORD UNIVERSITY | SANFORD | CA | 946056010 | NONE | PC | PUBLIC POLICY | $25,000 | |
| PARK | ||||||||
| 6915 GEYER SPRING ROAD | LITTLE ROCK | AR | 72209 | NONE | PC | YOUTH & FAMILIES | $30,000 | |
| OUR HOUSE | ||||||||
| PO BOX 34155 | LITTLE ROCK | AR | 72203 | NONE | PC | YOUTH AND FAMILIES | $2,500 | |
| CHI ST VINCENT FOUNDATION | ||||||||
| 2 VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | NONE | PC | HEALTHCARE | $1,000 | |
| ARKANSAS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 1 CHILDRENS WAY SLOT 661 | LITTLE ROCK | AR | 72204 | NONE | PC | HEALTHCARE | $1,000 | |
| PATHWAY TO FREEDOM | ||||||||
| 17200 CHENAL PARKWAY STE 300-319 | LITTLE ROCK | AR | 72018 | NONE | PC | PRISON REFORM | $10,000 | |
| ALZHEIMER'S ARKANSAS | ||||||||
| 201 MARKHAM CENTER DRIVE | LITTLE ROCK | AR | 72205 | NONE | PC | HEALTHCARE | $250 | |
| LRSD ATHLETIC FOUNDATION | ||||||||
| 3010 W 7TH STREET | LITTLE ROCK | AR | 72205 | NONE | PC | EDUCATION | $7,500 | |
| THE AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC POLICY | $1,000 | |
| ARKANSAS ARTS CENTER FOUNDATION | ||||||||
| 501 E 9TH STREET | LITTLE ROCK | AR | 72205 | NONE | PC | ARTS | $200,000 | |
| EASTERSEALS ARKANSAS | ||||||||
| 3920 WOODLAND HEIGHTS RD | LITTLE ROCK | AR | 722122495 | NONE | PC | YOUTH AND FAMILIES | $39,500 | |
| ARKANSAS TEACHER CORPS | ||||||||
| 203 GRADUATE EDUCATION BUILDING | FAYETTEVILLE | AR | 72701 | NONE | PC | EDUCATION | $2,500 | |
| ESTEM CHARTER SCHOOLS | ||||||||
| WEHCO MEDIA | LITTLE ROCK | AR | 72203 | NONE | PC | EDUCATION | $416 | PO BOX 2221 |
| DAVID & BARBARA PRYOR CTR FOR AR ORAL & VIS HIST | ||||||||
| UNIVERSITY OF ARKANSAS AT FAYETTEVI | FAYETTEVILLE | AR | 72701 | NONE | PC | CULTURAL HERITAGE DOCUMENTATION | $1,000 | 1 UNIVERSITY OF ARKANSAS |
| THE ARKANSAS HOUSE OF PRAYERS | ||||||||
| PO BOX 164717 | LITTLE ROCK | AR | 72216 | NONE | PC | RELIGION | $500 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | CIVIL FORFEITURE ABUSE | $250 | |
| URBAN LEAGUE OF ARKANSAS | ||||||||
| ATTN SHERMAN TATE | LITTLE ROCK | AR | 72205 | NONE | PC | COMMUNITY DEVELOPMENT | $1,000 | 9824 KANIS ROAD |
| LAMAR PORTER COMPLEX | ||||||||
| BOYS AND GIRLS CLUB | NORTH LITTEL ROCK | AR | 72115 | NONE | PC | COMMUNITY DEVELOPMENT | $500 | PO BOX 530 |
| POPS ON THE RIVER | ||||||||
| C/O ARKANSAS COMMUNITY FOUNDATION | LITTLE ROCK | AR | 72202 | NONE | PC | ARTS | $30,000 | 5 ALLIED DRIVE SUITE 51110 |
| ARKANSAS IMAGINATION LIBRARY | ||||||||
| 401 SCOTT ST 3 | LITTLE ROCK | AR | 72201 | NONE | PC | EDUCATION | $1,000 | |
| EPISCOPAL COLLEGIATE SCHOOL | ||||||||
| 1701 CANTRELL ROAD | LITTLE ROCK | AR | 72201 | NONE | PC | EDUCATION | $1,000 | |
| SPRINGBOARD USA FOUNDATION | ||||||||
| 1509-B MART DR | LITTLE ROCK | AR | 72202 | NONE | PC | EDUCATION | $1,000 | |
| UNIVERSITY OF MISSISSIPPI SCHOOL OF JOURNALISM | ||||||||
| 555 GROVE LOOP | OXFORD | MS | 38655 | NONE | PC | EDUCATION | $1,000 | |
| WORLD SERVICES FOR THE BLIND | ||||||||
| 2811 FAIRPARK BLVD | LITTLE ROCK | AR | 72204 | NONE | PC | HEALTHCARE | $5,000 | |
| THE ARKANSAS AUTISM RESOURCE & OUTREACH CENTER | ||||||||
| 332 S MAIN ST 501 | LITTLE ROCK | AR | 72201 | NONE | PC | AUTISM SERVICES | $2,500 | |
| ARKANSAS REPERTORY THEATRE | ||||||||
| 601 MAIN ST | LITTLE ROCK | AR | 72201 | NONE | PC | ARTS | $1,000 | |
| BRANDON BURLSWORTH FOUNDATION | ||||||||
| 100 S WILLOW ST | HARRISON | AR | 72601 | NONE | PC | CHILDREN SERVICES | $2,000 | |
| CAMDEN DAFFODIL FESTIVAL | ||||||||
| 1 RIDGECREST DR | CAMDEN | AR | 71701 | NONE | PC | COMMUNITY | $100 | |
| COMMUNITY EASTER SUNRISE SERVICE | ||||||||
| 400 PRESIDENT CLINTON AVENUE | LITTLE ROCK | AR | 72201 | NONE | PC | RELIGIOUS | $500 | |
| GLADNEY CENTER | ||||||||
| 6300 JOHN RYAN DRIVE | FORT WORTH | TX | 76132 | NONE | PC | ADOPTION SERVICES | $5,000 | |
| MARFA PUBLIC RADIO | ||||||||
| 106 E SAN ANTONIO ST | MARFA | TX | 79843 | NONE | PC | PUBLIC RADIO | $1,000 | |
| METROCK - LITTLE ROCK CHAMBER | ||||||||
| 200 E MARKHAM ST | LITTLE ROCK | AR | 72201 | NONE | PC | COMMUNITY DEVELOPMENT | $10,000 | |
| OUACHITA COUNTY HISTORICAL SOCIETY | ||||||||
| 926 W WASHINGTON ST | CAMDEN | AR | 71701 | NONE | PC | HISTORICAL MUSEUM | $5,000 | |
| SCULPTURE AT THE RIVER MARKET | ||||||||
| ARKANSAS RIVER TRAIL | LITTLE ROCK | AR | 72201 | NONE | PC | COMMUNITY ARTS | $1,000 | |
| UNIVERSITY OF ARKANSAS FOUNDATION | ||||||||
| 535 W RESEARCH CENTER BLVD 120 | FAYETTEVILLE | AR | 72701 | NONE | PC | HEALTHCARE | $12,000 | |
| UAMS FOUNDATION FUND VIRGINIA CLINTON KELLEY | ||||||||
| 4301 W MARKHAM ST | LITTLE ROCK | AR | 72205 | NONE | PC | HEALTHCARE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $457,716 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,943 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,900,435 | 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 | $2,122,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,122,378 | 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 | $2,757 | Amt |
| Net Investment Income | $2,757 | NetInvestmentIncomeAmt |
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 | $534,780 | EOYBookValueAmt |
| EOYFMV | $534,780 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Book Value | $8,856,176 | BookValueAmt |
| EOYFMV | $8,856,176 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $263,727 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $24,474 | $24,474 |
| BANK CHARGES | $170 | $170 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,845 | $1,845 |
| EXCISE TAXES | $1,500 | $0 |
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