THE HUSSMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE HUSSMAN FOUNDATION (EIN 58-1605071)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202543039349101609
- Schema version
- 2024v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T13:15:18+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars 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 | 2024-01-01 | 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) |
|---|---|---|
| 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 |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amber Sherrill | PreparerPersonNm |
| PTIN | P00748683 | PTIN |
| Phone | 5013721040 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,764,878 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $266,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $265,906 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,133 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,850,776 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,143 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $418,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $418,049 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,523 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,518 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,518 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,308 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,728 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,502 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,241 | 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 | $41,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,769 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $491,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $491,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $533,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,769 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $491,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$114,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $389,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $107,547 | CashEOYAmt |
| Cash EOYFMV | $107,547 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $650,120 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $195,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $195,663 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $709,425 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,219,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,219,725 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $8,664,879 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,241,943 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,241,943 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,024,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,764,878 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,764,878 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $7,500 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $7,500 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,016,924 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,757,378 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,024,424 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,764,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,024,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,764,878 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,024,424 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$114,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $854,628 | OtherIncreasesAmt |
| Subtotal | $10,764,878 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,764,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAIN | P | 2024-01-01 | 2024-12-31 | $779,498 | $768,036 | $11,462 | $0 | $11,462 |
| LONG TERM CAPITAL GAIN - COVERED | P | 2023-01-01 | 2024-12-31 | $943,362 | $914,798 | $28,564 | $0 | $28,564 |
| LONG TERM CAPITAL GAIN - NONCOVERED | P | 2023-01-01 | 2024-12-31 | $16,535 | $15,799 | $736 | $0 | $736 |
| CAPITAL GAIN DISTRIBUTION | $111,381 | $111,381 | $0 | $111,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,143 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,411 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,411 | SubtotalAmt |
| Tax Based On Investment Income | $5,411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,751 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,751 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,340 | OverpaymentAmt |
| Applied To ES Tax | $3,340 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| 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 |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | ROB DELANEY | IndividualWithBooksNm |
| Phone | 5073783577 | 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 | ||||||||
| PO Box 2221 | Little Rock | AR | 72203 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ELIZA GAINES | ||||||||
| PO Box 2221 | Little Rock | AR | 72203 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROBENA HUSSMAN | ||||||||
| PO Box 2221 | Little Rock | AR | 72203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT TUCKER | ||||||||
| PO Box 2221 | Little Rock | AR | 72203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PALMER HUSSMAN | ||||||||
| PO Box 2221 | Little Rock | AR | 72203 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| OLIVIA RAMSEY | ||||||||
| PO Box 2221 | Little Rock | AR | 72203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,100,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $303,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,404,308 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,404,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,248,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $512,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $512,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,411 | TotalTaxAmt |
| Distributable Before Adj | $507,001 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $507,001 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $507,001 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $491,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $491,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $507,001 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,110 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,129 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,191 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $491,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $491,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $19,201 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,201 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $84,229 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | -$3,600 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $23,909 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $60,320 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $17,129 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $43,191 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALTER HUSSMAN PRESIDENT | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Access Group | |||||||
| 10618 Breckenridge Drive | Little Rock | AR | 72211 | NONE | PC | General Support | $6,500 |
| Arkansas Children's Hospital | |||||||
| 1 Childrens Way | Little Rock | AR | 72202 | NONE | PC | General Support | $2,500 |
| Arkansas Community Foundation | |||||||
| 5 Allied Drive Suite 51110 | Little Rock | AR | 72202 | NONE | PC | General Support | $100,000 |
| Arkansas Imagination Library | |||||||
| 401 Scott Street 3 | Little Rock | AR | 72201 | NONE | PC | General Support | $1,000 |
| Arkansas Museum of Fine Arts | |||||||
| 501 East 9th Street | Little Rock | AR | 72202 | NONE | PC | General Support | $70,000 |
| Arkansas Newspaper Foundation | |||||||
| 411 S Victory St Suite 100 | Little Rock | AR | 72201 | NONE | PC | General Support | $10,000 |
| Arkansas Repertory Theatre | |||||||
| 601 Main Street | Little Rock | AR | 72201 | NONE | PC | General Support | $1,000 |
| Arkansas State Golf Association | |||||||
| 3 Eagle Hill CT B | Little Rock | AR | 72210 | NONE | PC | General Support | $2,500 |
| Artspace | |||||||
| 528 Hennepin Ave Suite 700 | Minneapolis | MN | 55403 | NONE | PC | General Support | $25,000 |
| Ballet Arkansas | |||||||
| 520 Main Street | Little Rock | AR | 72201 | NONE | PC | General Support | $1,000 |
| Brandon Burlsworth Foundation | |||||||
| 119 W Central Avenue | Harrison | AR | 72601 | NONE | PC | General Support | $2,000 |
| Delta News Foundation | |||||||
| 417 York St | Helena | AR | 72342 | NONE | PC | General Support | $10,000 |
| Easterseals Arkansas | |||||||
| 3920 Woodland Heights Road | Little Rock | AR | 72212 | NONE | PC | General Support | $7,500 |
| Entitlements How | |||||||
| 2365 HARRODSBURG ROAD B230 | Lexington | KY | 40504 | NONE | PC | General Support | $10,000 |
| Equitable Facilities Fund | |||||||
| 228 Park Avenue S | New York City | NY | 10003 | NONE | PC | General Support | $25,000 |
| Fallen Journalists Memorial Foundation | |||||||
| 8905 Higden Drive | Vienna | VA | 22182 | NONE | PC | General Support | $50,000 |
| Foundation for Individual Rights & Expression | |||||||
| PO Box 40128 | Philadelphia | PA | 19106 | NONE | PC | General Support | $2,500 |
| Free the Facts | |||||||
| 555 13th St NW | Washington | DC | 20004 | NONE | PC | General Support | $10,000 |
| Hendrix College | |||||||
| 1600 Washington Ave | Conway | AR | 72032 | NONE | PC | General Support | $1,000 |
| Historic Arkansas Museum Foundation | |||||||
| 200 e 3rd St | Little Rock | AR | 72201 | NONE | PC | General Support | $3,500 |
| Hoover Institution | |||||||
| 1399 New York Avenue NW Suite 500 | Washington | DC | 20005 | NONE | PC | General Support | $25,000 |
| House of Prayer | |||||||
| 28215 Chenal Valley dr | Little Rock | AR | 72223 | NONE | PC | General Support | $500 |
| Institute for Justice | |||||||
| 901 N Glebe Road Suite 900 | Arlington | VA | 22203 | NONE | PC | General Support | $250 |
| Junior Achievement of Arkansas | |||||||
| 1 World Avenue | Little Rock | AR | 72202 | NONE | PC | General Support | $3,000 |
| Lamar Porter Complex | |||||||
| 3200 E 7th St | Little Rock | AR | 72205 | NONE | PC | General Support | $500 |
| Little Rock School District | |||||||
| 810 W Markham | Little Rock | AR | 72201 | NONE | PC | General Support | $1,000 |
| Nature Conservancy | |||||||
| 4245 North Fairfax Drive Suite 100 | Arlington | VA | 22203 | NONE | PC | General Support | $2,500 |
| National Museum of Women in the Arts | |||||||
| 1250 New York Ave NW | Washington | DC | 20005 | NONE | PC | General Support | $1,000 |
| Ouachita Baptist University | |||||||
| 410 Ouachita St | Arkadelphia | AR | 71998 | NONE | PC | General Support | $1,000 |
| Our House | |||||||
| 302 E Roosevelt Road | Little Rock | AR | 72206 | NONE | PC | General Support | $2,500 |
| PARK Endowment Fund | |||||||
| 6915 Geyer Springs Road | Little Rock | AR | 72209 | NONE | PC | General Support | $20,000 |
| Pathway to Freedom | |||||||
| 17200 Chenal Parkway Ste 300-319 | Little Rock | AR | 72018 | NONE | PC | General Support | $10,000 |
| Philander Smith | |||||||
| 900 W Daisy | Little Rock | AR | 72202 | NONE | PC | General Support | $5,000 |
| Quapaw Area Council BSA | |||||||
| 3220 Cantrell Road | Little Rock | AR | 72202 | NONE | PC | General Support | $8,000 |
| Sculpture at the River Market | |||||||
| 400 President Clinton Avenue | Little Rock | AR | 72201 | NONE | PC | General Support | $1,000 |
| Society of Professional Journalists | |||||||
| 3909 N Meridian Street | Indianapolis | IN | 46208 | NONE | PC | General Support | $1,500 |
| Springboard USA Foundation | |||||||
| 1509-B Mart Drive | Little Rock | AR | 72202 | NONE | PC | General Support | $1,000 |
| Steadman Philippon | |||||||
| 181 West Meadow Drive Ste 1000 | Vail | CO | 81657 | NONE | PC | General Support | $8,400 |
| The Muses Inc | |||||||
| 428 Orange Street | Hot Springs | AR | 71901 | NONE | PC | General Support | $19,000 |
| The Porter Fund | |||||||
| 711 W 3rd St | Little Rock | AR | 72201 | NONE | PC | General Support | $1,000 |
| University of Arkanasas at Little Rock | |||||||
| 2801 S University Ave | Little Rock | AR | 72204 | NONE | PC | General Support | $2,500 |
| University of Mississippi School of Journalism | |||||||
| PO Box 1848 | University | MS | 38677 | NONE | PC | General Support | $1,000 |
| Urban League of State of AR Sherman Tate | |||||||
| 3805 W 12th Street | Little Rock | AR | 72204 | NONE | PC | General Support | $1,000 |
| United States Marshall Museum | |||||||
| 789 Riverfront Drive | Fort Smith | AR | 72901 | NONE | PC | General Support | $10,000 |
| Winthrop Rockefeller Cancer Center | |||||||
| 449 Jack Stephens Dr | Little Rock | AR | 72205 | NONE | PC | General Support | $20,000 |
| Women's Foundation of Arkansas Power of the Purse | |||||||
| 400 W Capitol Ave Suite 1242 | Little Rock | AR | 72201 | NONE | PC | General Support | $1,500 |
| World Services for the Blind | |||||||
| 2811 Fair Park Blvd | Little Rock | AR | 72204 | NONE | PC | General Support | $2,000 |
| ALZHEIMER'S ARKANSAS | |||||||
| 201 MARKHAM CENTER DR | LITTLE ROCK | AR | 72205 | NONE | PC | GENERAL SUPPORT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $491,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,707 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $152,133 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $418,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $418,840 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | Form | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | $3,045 | Amt |
| Net Investment Income | $1,523 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAIN | 2024-01 | P | 2024-12 | $779,498 | $768,036 | $11,462 |
| LONG TERM CAPITAL GAIN - COVERED | 2023-01 | P | 2024-12 | $943,362 | $914,798 | $28,564 |
| LONG TERM CAPITAL GAIN - NONCOVERED | 2023-01 | P | 2024-12 | $16,535 | $15,799 | $736 |
| CAPITAL GAIN DISTRIBUTION | 2024-01 | 2024-12 | $111,371 | $111,371 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WALMART | StockNm |
| EOY Book Value | $1,219,725 | EOYBookValueAmt |
| EOYFMV | $1,219,725 | 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 | FMV | ListedAtCostOrFMVCd |
| Book Value | $9,241,943 | BookValueAmt |
| EOYFMV | $9,241,943 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK FEES | $33 |
| MISCELLANEOUS EXPENSE | $8 |
| NONDEDUCTIBLE PORTION OF DONATIONS | $1,200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $694,278 |
| TIMING DIFFERENCE | $160,350 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $24,518 | Amt |
| Net Investment Income | $24,518 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,728 | $2,728 |
| EXCISE TAX | $8,580 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUSSMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271167511 | EIN |
| Desc | HUSSMAN FAMILY FOUNDATION IS NOT AN EXCESS BUSINESS HOLDING | Desc |
| Amt | $0 | Amt |
Comments