THE HUSSMAN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE HUSSMAN FOUNDATION (EIN 58-1605071)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201541289349100734
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-08T10:16:27-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | Suite | AddressLine2Txt |
| 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 | 5013721040 | PhoneNum |
| Signature | 2015-05-05 | 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 | 2015-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,472,305 | 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 | $153,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,607 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $437,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,463,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $437,220 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $590,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $590,827 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $10,977 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10,977 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,369 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,326 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,834 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,434 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,434 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,814 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $357,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $176,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $539,490 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $176,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $308,353 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $308,353 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $14,858 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $739,686 | CorporateStockBOYAmt |
| Corporate Stock EOY | $652,688 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $652,688 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,448,562 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,511,264 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,511,264 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,379,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,472,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,472,305 | 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 | $8,372,104 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,464,805 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,379,604 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,472,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,379,604 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,472,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,379,604 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $176,013 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,555,617 | SubtotalAmt |
| Other Decreases | $83,312 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,472,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| STEPHENS INC - LONG TERM NONCOVERED | 2014-11-20 | $301,595 | $117,411 | $184,184 | $184,184 | ||
| STEPHENS INC - SHORT TERM COVERED | $249,189 | $231,603 | $17,586 | $17,586 | |||
| STEPHEN INC - SHORT TERM NONCOVERED | 2014-02-05 | $53,182 | $52,727 | $455 | $455 | 2013-08-26 | |
| STEPHENS INC - LONG TERM COVERED | $10,282 | $8,473 | $1,809 | $1,809 | |||
| STEPHENS INC - LONG TERM NONCOVERED | $455,111 | $450,192 | $4,919 | $4,919 | |||
| JP MORGAN - SHORT TERM COVERED | 2014-10-22 | $21,768 | $22,221 | -$453 | -$453 | ||
| JP MORGAN - LONG TERM COVERED | $43,455 | $38,365 | $5,090 | $5,090 | |||
| JP MORGAN - LONG TERM NONCOVERED | $108,953 | $104,818 | $4,135 | $4,135 | |||
| CAPITAL GAIN DIVIDENDS | $154,077 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $437,220 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $345,170 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,826,678 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044102 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $348,207 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,131,511 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048827 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $456,987 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,378,536 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061935 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $257,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,153,524 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035961 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $224,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,485,632 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034615 | DistributionYr5Rt |
| Total Distribution | 0.22544 | TotalDistributionRt |
| Average Distribution | 0.045088 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,016,337 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $361,441 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,395 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $366,836 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $357,434 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,790 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,790 | SubtotalAmt |
| Tax Based On Investment Income | $10,790 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $31 | EsPenaltyAmt |
| Tax Due | $7,821 | 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 | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | $7,907,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,138,413 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,138,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,016,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $400,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $400,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,790 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,790 | TotalTaxAmt |
| Distributable Before Adj | $390,027 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $390,027 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $390,027 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $357,434 | 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 | $357,434 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $357,434 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $390,027 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $49,143 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $49,143 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $357,434 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $357,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $32,593 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $32,593 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,550 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $16,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $16,550 | ExcessFromYear3Amt |
| 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY EASTER SUNRISE SERVICE | ||||||||
| 4823 WOODLAWN | LITTLE ROCK | AR | 72205 | NONE | PC | COMMUNITY PROGRAM | $500 | |
| ACCESS GROUP INC | ||||||||
| 10618 BRECKENRIDGE DR | LITTLE ROCK | AR | 72211 | NONE | PC | EDUCATION | $12,500 | |
| WOLFE STREET FOUNDATION | ||||||||
| PASS IT ON | LITTLE ROCK | AR | 72203 | NONE | PC | ADDICTION RECOVERY | $3,000 | PO BOX 3708 |
| STEADMAN PHILIPPON RESEARCH INSTITUTE | ||||||||
| 428 ORANGE STREET | HOT SPRINGS | AR | 71901 | NONE | PC | HEALTHCARE | $5,000 | |
| WINTHROP P 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 | $12,784 | |
| 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 | $45,000 | |
| 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 CLUB | ||||||||
| 1616 W 3RD | LITTLE ROCK | AR | 72201 | NONE | PC | EDUCATION | $1,500 | |
| 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 | $25,000 | |
| ARKANSAS INDEPENDENT COLLEGES AND UNIVERSITIES | ||||||||
| ONE RIVERFRONT PLACE | NORTH LITTLE ROCK | AR | 72114 | NONE | PC | EDUCATION | $10,000 | SUITE 610 |
| 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 | $10,000 | |
| 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 | $5,000 | |
| ARKANSAS COMMUNITY FOUNDATION | ||||||||
| 1400 W MARKHAM 206 | LITTLE ROCK | AR | 72201 | none | PC | GENERAL SUPPORT | $100,000 | |
| ST VINCENT FOUNDATION | ||||||||
| 2 VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | NONE | PC | COMMUNITY PROGRAMS | $5,000 | |
| ROTARACT CLUB OF LITTLE ROCK | ||||||||
| PO BOX 250986 | LITTLE RCOK | AR | 72225 | NONE | PC | COMMUNITY PROGRAMS | $500 | |
| THE COLLEGE INITIATIVE | ||||||||
| 87 WEST TENNESSEE STREET | MARIANNA | AR | 72360 | NONE | PC | EDUCATION | $1,000 | |
| E-STEM PUBLIC CHARTER SCHOOLS | ||||||||
| 112 W 3RD ST | LITTLE ROCK | AR | 72201 | NONE | PC | GIFT CARDS TO TEACHERS | $400 | |
| UNIVERSITY OF NORTH CAROLINA JOMC FOUNDATION | ||||||||
| MEGAN HUNT SCHOOL OF JOURNALISM | CHAPEL HILL | NC | 27599 | NONE | PC | EDUCATION | $500 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | AR | 22203 | NONE | PC | EDUCATION | $250 | |
| EVANS SCHOLARSHIP FOUNDATION | ||||||||
| 101 ALOTIAN DR | ROLAND | AR | 72135 | NONE | PC | EDUCATION | $1,000 | |
| ARKANSAS REPERTORY THEATRE | ||||||||
| 601 MAIN STREET | LITTLE ROCK | AR | 72201 | NONE | PC | COMMUNITY SUPPORT | $1,000 | |
| ARKANSAS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 1 CHILDRENS WAY SLOT 661 | LITTLE ROCK | AR | 72204 | NONE | PC | COMMUNITY HELP | $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 | COMMUNITY SUPPORT | $1,000 | |
| PHILANDER SMITH COLLEGE | ||||||||
| 900 DAISY GATSON BATES DRIVE | LITTLE ROCK | AR | 72202 | NONE | PC | EDUCATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,434 | 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 | $153,607 | 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 | $437,220 | 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 | $590,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $590,827 | 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 | $2,200 | Amt |
| Net Investment Income | $2,200 | 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 | $652,688 | EOYBookValueAmt |
| EOYFMV | $652,688 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Book Value | $7,511,264 | BookValueAmt |
| EOYFMV | $7,511,264 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $83,312 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $35 | $35 |
| INVESTMENT FEES | $35,799 | $35,799 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $8,369 | Amt |
| Net Investment Income | $2,326 | NetInvestmentIncomeAmt |
Comments