THE HUSSMAN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE HUSSMAN FOUNDATION (EIN 58-1605071)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201641339349100944
- Schema version
- 2015v2.1
- 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 | 2016-05-12T15:41:43-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-02 | 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 | 5013783428 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,589,391 | 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 |
| Dividends Rev And Expnss | $146,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,549 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,085,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,507 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $239,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,056 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,085 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,085 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $6,579 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,579 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,284 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,671 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $32,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,311 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $61,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,646 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $436,878 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $436,878 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $498,137 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,646 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $436,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$259,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,410 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $308,353 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $472,687 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $472,687 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $652,688 | CorporateStockBOYAmt |
| Corporate Stock EOY | $465,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $465,880 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,511,264 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,650,824 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,650,824 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,472,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,589,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,589,391 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,500 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,500 | CapitalStockEOYAmt |
| Retained Earning BOY | $8,464,805 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,581,891 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,472,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,589,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,472,305 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,589,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,472,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$259,081 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,213,224 | SubtotalAmt |
| Other Decreases | $623,833 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,589,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| STEPHENS INC - SHORT TERM COVERED | $148,139 | $133,251 | $14,888 | $14,888 | |||
| STEPHENS - LONG TERM COVERED | $162,556 | $138,673 | $23,883 | $23,883 | |||
| STEPHENS - LONG TERM NONCOVERED | $458,484 | $417,800 | $40,684 | $40,684 | |||
| JP MORGAN - SHORT TERM COVERED | $11,264 | $12,229 | -$965 | -$965 | 2014-09-22 | 2015-05-06 | |
| JP MORGAN - LONG TERM COVERED | $272,661 | $267,747 | $4,914 | $4,914 | |||
| JP MORGAN - LONG TERM NONCOVERED | $25,410 | $23,041 | $2,369 | $2,369 | |||
| CAPITAL GAIN DIVIDENDS | $128,235 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,507 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $357,434 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,016,337 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044588 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $345,170 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,826,678 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044102 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $348,207 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,131,511 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048827 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $456,987 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,378,536 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061935 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $257,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,153,524 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035961 | DistributionYr5Rt |
| Total Distribution | 0.235413 | TotalDistributionRt |
| Average Distribution | 0.047083 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,117,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $382,184 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,964 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $384,148 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $436,878 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,964 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,964 | SubtotalAmt |
| Tax Based On Investment Income | $1,964 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,792 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,792 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,828 | OverpaymentAmt |
| Applied To ES Tax | $1,964 | AppliedToESTaxAmt |
| Refund | $6,864 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
| 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 | $7,850,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $389,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,240,850 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,240,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,117,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $405,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $405,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,964 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,964 | TotalTaxAmt |
| Distributable Before Adj | $403,898 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $403,898 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $403,898 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $436,878 | 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 | $436,878 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,964 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $434,914 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $16,550 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $16,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $436,878 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $403,898 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,980 | RemainingDistriFromCorpusAmt |
| Total Corpus | $49,530 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $49,530 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,550 | ExcessFromYear4Amt |
| Excess From Current Year | $32,980 | 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 (34 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 | $5,000 | |
| WOLFE STREET FOUNDATION | ||||||||
| PASS IT ON | LITTLE ROCK | AR | 72203 | NONE | PC | ADDICTION RECOVERY | $500 | PO BOX 3708 |
| STEADMAN PHILIPPON RESEARCH INSTITUTE | ||||||||
| 181 WEST MEADOW DRIVE | VAIL | CO | 81657 | NONE | PC | HEALTHCARE | $5,000 | STE 1000 |
| 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 | $15,000 | |
| READWORKS | ||||||||
| PO BOX 461 | NEW YORK | NY | 101010461 | NONE | PC | EDUCATION | $2,500 | |
| HOOVER INSTITUTION | ||||||||
| STANFORD UNIVERSITY | SANFORD | CA | 946056010 | NONE | PC | EDUCATION | $25,000 | |
| PARK | ||||||||
| 6915 GEYER SPRING ROAD | LITTLE ROCK | AR | 72209 | NONE | PC | EDUCATION | $49,750 | |
| LITTLE ROCK CHAMBER OF COMMERCE | ||||||||
| ONE CHAMBER PLAZA | LITTLE ROCK | AR | 72201 | NONE | PC | ECONOMIC DEVELOPMENT | $15,000 | |
| MEMORIAL HEALTH CARE SYSTEM FOUNDATION | ||||||||
| 2525 DESALES AVE | CHATTANOOGA | TN | 37404 | NONE | PC | HEALTHCARE | $25,000 | |
| BOYS AND GIRLS CLUBCAPITOL CITY | ||||||||
| 727 E ELM ST | JEFFERSON CITY | MO | 65101 | NONE | PC | YOUTH & FAMILIES | $10,000 | |
| ARKANSAS SYMPHONY ORCHESTA | ||||||||
| PO BOX 7328 | LITTLE ROCK | AR | 72217 | NONE | PC | ART EDUCATION | $20,000 | |
| OUR HOUSE | ||||||||
| PO BOX 34155 | LITTLE ROCK | AR | 72203 | NONE | PC | SERVICES TO HOMELESS | $5,000 | |
| ARKANSAS BLACK HALL OF FAME | ||||||||
| PO BOX 1042 | LITTLE ROCK | AR | 72203 | NONE | PC | EDUCATION | $1,500 | |
| TEACH FOR AMERICA - ARKANSAS | ||||||||
| 299 S 9TH STREET | OXFORD | MS | 38655 | NONE | PC | EDUCATION | $167,000 | |
| ARKANSAS TEACHER CORPS | ||||||||
| 203 GRADUATE EDUCATION BUILDING | FAYETTEVILLE | AR | 72701 | NONE | PC | EDUCATION | $2,500 | |
| ARKANSAS BAPTIST COLLEGE | ||||||||
| 1621 DR MARTIN LUTHER KING DRIVE | LITTLE ROCK | AR | 72206 | NONE | PC | EDUCATION | $10,000 | |
| ST VINCENT FOUNDATION | ||||||||
| 2 VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | NONE | PC | COMMUNITY PROGRAMS | $1,000 | |
| E-STEM PUBLIC CHARTER SCHOOLS | ||||||||
| 112 W 3RD ST | LITTLE ROCK | AR | 72201 | NONE | PC | GIFT CARDS TO TEACHERS | $400 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | AR | 22203 | NONE | PC | SOCIAL JUSTICE | $250 | |
| ARKANSAS REPERTORY THEATRE | ||||||||
| 601 MAIN STREET | LITTLE ROCK | AR | 72201 | NONE | PC | ARTS | $1,000 | |
| ARKANSAS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 1 CHILDRENS WAY SLOT 661 | LITTLE ROCK | AR | 72204 | NONE | PC | HEALTHCARE | $1,000 | |
| ARKANSAS INPEDENDENT COLLEGES & UNIVERSITIES | ||||||||
| ONE RIVERFRONT PLACE STE 610 | NORTH LITTLE ROCK | AR | 72114 | NONE | PC | EDUCATION | $3,000 | |
| CITY YEAR INC | ||||||||
| 610 PRESIDENT CLINTON AVE 3RD FLOOR | LITTLE ROCK | AR | 72201 | NONE | PC | EDUCATION | $1,000 | |
| UNITED WAY | ||||||||
| PO BOX 4027 | CHATTANOOGA | TN | 37405 | NONE | PC | GENERAL DONATION | $20,000 | |
| THE COLLEGE INITIATIVE | ||||||||
| 87 WEST TENNESSEE STREET | MARIANNA | AR | 72360 | NONE | PC | EDUCATION | $1,000 | |
| BAPTIST HEALTH FOUNDATION | ||||||||
| 9601 BAPTIST HEALTH DRIVE | LITTLE ROCK | AR | 72205 | NONE | PC | HEALTHCARE | $5,000 | |
| GLADNEY CENTER FOR ADOPTION | ||||||||
| 6300 JOHN RYAN DRIVE | FORT WORTH | TX | 76132 | NONE | PC | GENERAL DONATION | $9,300 | |
| WATERSHEDPROGRESSIVE LEAGUE | ||||||||
| PO BOX 165044 | LITTLE ROCK | AR | 72216 | NONE | PC | GENERAL DONATION | $3,000 | |
| THE EAST HARLEM SCHOOL | ||||||||
| 309 103RD STREET | NEW YORK | NY | 10029 | NONE | PC | EDUCATION | $5,128 | |
| PATHWAY TO FREEDOM | ||||||||
| 17200 CHENAL PARKWAY | LITTLE ROCK | AR | 72018 | NONE | PC | GENERAL DONATION | $4,800 | STE 300-319 |
| ALZHEIMER'S ARKANSAS | ||||||||
| 201 MARKHAM CENTER DRIVE | LITTLE ROCK | AR | 72205 | NONE | PC | HEALTHCARE | $250 | |
| SCULPTURE AT THE RIVER MARKET | ||||||||
| 15 RANCH VALLEY ROAD | LITTLE ROCK | AR | 72207 | NONE | PC | ARTS | $1,000 | |
| JEWISH FEDERATION OF ARKANSAS | ||||||||
| 18 CORPORATE HILL DRIVE | LITTLE ROCK | AR | 72205 | NONE | PC | SUPPORT JEWISH COMMUNITY | $1,000 | SUITE 204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $436,878 | 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 | $146,549 | 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 | $92,507 | 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 | $239,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $239,056 | 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 | $2,085 | Amt |
| Net Investment Income | $2,085 | 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 | $465,880 | EOYBookValueAmt |
| EOYFMV | $465,880 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Book Value | $6,650,824 | BookValueAmt |
| EOYFMV | $6,650,824 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $623,833 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $32,311 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,311 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $20,284 | Amt |
| Net Investment Income | $1,671 | NetInvestmentIncomeAmt |
Comments