WINTHROP ROCKEFELLER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WINTHROP ROCKEFELLER FOUNDATION (EIN 71-0285871)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-14
- IRS object ID
- 201402269349101165
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-14T16:23:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201776739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMS COX PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 CANTRELL ROAD SUITE 301 | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710285871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINTHROP ROCKEFELLER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINT | BusinessNameControlTxt |
| Phone | 5013766854 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 EAST MARKHAM STREET NO 200 | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA M DOBSON | PersonNm |
| Person Title | COFO | PersonTitleTxt |
| Phone | 5013766854 | PhoneNum |
| Signature | 2014-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ELLEN VANGILDER | PreparerPersonNm |
| PTIN | P00626271 | PTIN |
| Phone | 5012275800 | PhoneNum |
| Preparation | 2014-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $147,122,064 | 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 | $89,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $348,632 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $348,632 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,469,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,469,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,775,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,334,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,775,472 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,311 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42,311 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $13,725,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,636,409 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $582,934 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $84,293 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $498,642 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $467,872 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $467,872 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $254,798 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $15,092 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $239,706 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,637 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,637 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,557 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $46,557 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $902,317 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $564,428 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $337,889 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $18,106 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18,106 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $327,527 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,427 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $74,888 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $135,342 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $135,342 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $47,274 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $707 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $46,567 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $44,701 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $44,701 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $532,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $491,134 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,460,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $846,968 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,321,047 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,005,832 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,106,129 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,466,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $846,968 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,427,176 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,259,295 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,789,441 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,224,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,856,375 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,856,375 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $357 | AcctRcvblAmt |
| Acct Rcvbl BOY | $889 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $357 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $357 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $80,922,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $91,206,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $91,206,956 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $32,240,702 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,827,027 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,827,027 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $510,378 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $331,635 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $245,035 | LandBOYAmt |
| Land EOY | $178,743 | LandEOYAmt |
| Land EOYFMV | $178,743 | LandEOYFMVAmt |
| Other Assets BOY | $5,189,347 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,052,606 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,052,606 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $132,822,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,122,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,122,064 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $260,207 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $274,491 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,215,314 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,116,312 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,475,521 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,390,803 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $130,346,962 | UnrestrictedBOYAmt |
| Unrestricted EOY | $143,731,261 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,346,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $143,731,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,822,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,122,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,346,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,259,295 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,442,234 | OtherIncreasesAmt |
| Subtotal | $144,048,491 | SubtotalAmt |
| Other Decreases | $317,230 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $143,731,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| KR CAPITAL-SHORT TERM (SEE STATEMENT 15A) | P | $1,481,071 | $1,287,646 | $193,425 | $193,425 |
| KR CAPITAL-LONG TERM (SEE STATEMENT 15A) | P | $8,776,770 | $5,596,943 | $3,179,827 | $3,179,827 |
| ING-SHORT TERM (SEE STATEMENT 15B) | P | $1,117,185 | $1,097,472 | $19,713 | $19,713 |
| ING-LONG TERM (SEE STATEMENT 15B) | P | $1,164,050 | $808,933 | $355,117 | $355,117 |
| PIMCO-SHORT TERM (SEE STMT 15C) | P | $510,782 | $528,848 | -$18,066 | -$18,066 |
| PIMCO-LONG TERM (SEE STMT 15C) | P | $489,218 | $484,557 | $4,661 | $4,661 |
| ADVISORY-SHORT TERM (SEE STMT 15D) | P | $1,853,446 | $1,697,715 | $155,731 | $155,731 |
| ADVISORY-LONG TERM (SEE STMT 15D) | P | $4,218,961 | $2,321,674 | $1,897,287 | $1,897,287 |
| HERNDON-SHORT TERM (SEE STMT 15F) | P | $7,114,488 | $6,531,333 | $583,155 | $583,155 |
| HERNDON-LONG TERM (SEE STMT 15F) | P | $4,145,578 | $3,110,752 | $1,034,826 | $1,034,826 |
| COMMUNITY-SHORT TERM (SEE STMT 15G) | P | $124,659 | $128,247 | -$3,588 | -$3,588 |
| COMMUNITY-LONG TERM (SEE STMT 15G) | P | $1,125,341 | $1,135,735 | -$10,394 | -$10,394 |
| RANGER-SHORT TERM (SEE STMT 15H) | P | $5,203,001 | $4,858,733 | $344,268 | $344,268 |
| RANGER-LONG TERM (SEE STMT 15H) | P | $2,908,254 | $2,023,499 | $884,755 | $884,755 |
| P/T: MONDRIAN FOCUSED EMERGING MARKETS EQUITY FUND S/T(SEE STMT 16A) | P | $1,540 | -$1,540 | -$1,540 | |
| P/T: MONDRIAN FOCUSED EMERGING MARKETS EQUITY FUND L/T(SEE STMT 16A) | P | $4,535 | -$4,535 | -$4,535 | |
| P/T: D.S.V. II, LP (SEE STMT 16B) | P | $52,820 | $52,820 | $52,820 | |
| P/T: FFAF, LLC S/T (SEE STMT 16C) | P | $86 | -$86 | -$86 | |
| P/T: FFAF, LLC L/T (SEE STMT 16C) | P | $851 | $851 | $851 | |
| MFB NTGI COMMON DAILY (SEE STMT 15E) | P | $477,091 | $489,260 | -$12,169 | -$12,169 |
| MFB NTGI COMMON DAILY (SEE STMT 15E) | P | $22,909 | $23,516 | -$607 | -$607 |
| PROGRAM RELATED INVESTMENTS: FUND FOR ARKANSAS' FUTURE LIQUIDATION PROCEEDS | P | $2,937 | $2,937 | $2,937 | |
| MFB NTGI-QM COM DAILY (SEE STMT 15E) | P | $4,386,391 | $3,881,389 | $505,002 | $505,002 |
| MFB NTGI-QM COM DAILY (SEE STMT 15E) | P | $3,188,609 | $2,500,943 | $687,666 | $687,666 |
| MFB NTGI COMMON DAILY (SEE STMT 15E) | P | $4,655 | -$4,655 | -$4,655 | |
| MFB NTGI COMMON DAILY (SEE STMT 15E) | P | $41,002 | -$41,002 | -$41,002 | |
| MFB NTGI-QM COM DAILY (SEE STMT 15E) | P | $428,615 | $428,615 | $428,615 | |
| MFB NTGI-QM COM DAILY (SEE STMT 15E) | P | $10,946 | $10,946 | $10,946 | |
| CAPITAL GAINS DIVIDENDS | P | $530,512 | $530,512 | $530,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,775,472 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,614,196 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $124,458,087 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053144 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,658,054 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $125,708,607 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060919 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,415,301 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $118,410,948 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062623 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,037,938 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $106,264,684 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075641 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,439,112 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $127,553,697 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074001 | DistributionYr5Rt |
| Total Distribution | 0.326328 | TotalDistributionRt |
| Average Distribution | 0.065266 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $132,374,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,639,523 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $127,894 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,767,417 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,427,176 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $255,789 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $255,789 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $255,789 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $238,848 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $30,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $268,848 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,059 | OverpaymentAmt |
| Applied To ES Tax | $13,059 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WRFOUNDATION.ORG/WWW.GUIDESTAR.ORG | WebsiteAddressTxt |
| Individual With Books | ANDREA M DOBSON | IndividualWithBooksNm |
| Phone | 5013766854 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 EAST MARKHAM STREET STE 200 | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHERECE WEST-SCANTLEBURY | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | PRESIDENT & CEO | 40.00 | $258,502 | $36,917 | $0 |
| ANDREA DOBSON | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | COFO | 40.00 | $194,808 | $37,999 | $0 |
| JERRY ADAMS | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.68 | $0 | $0 | $0 |
| RENE BRYCE-LAPORTE | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 2.69 | $0 | $0 | $0 |
| VICKI SAVIERS | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 0.56 | $0 | $0 | $0 |
| LISENNE ROCKEFELLER | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | VICE-CHAIRMAN | 0.42 | $0 | $0 | $0 |
| DAVID RAINEY | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 2.13 | $0 | $0 | $0 |
| DIANA GONZALES WORTHEN | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.58 | $0 | $0 | $0 |
| ANDRE GUERRERO | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.60 | $0 | $0 | $0 |
| YVETTE MURPHY-ERBY | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 2.29 | $0 | $0 | $0 |
| TOYCE NEWTON | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | CHAIR | 4.89 | $0 | $0 | $0 |
| PLEDGER E MONK III | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 3.04 | $0 | $0 | $0 |
| PHILLIP N BALDWIN | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 2.87 | $0 | $0 | $0 |
| REGAN GRUBER MOFFITT | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | BOARD SECRETARY | 40.00 | $113,909 | $21,418 | $0 |
| SUSAN HARRIMAN | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 1.48 | $0 | $0 | $0 |
| XOCHITL DELGADO-SOLORZANO | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | BOARD LIAISON | 40.00 | $15,715 | $3,837 | $0 |
| FREDDIE BLACK | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | DIRECTOR | 2.64 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CORY ANDERSON | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | VICE-PRESIDENT | 40.00 | $147,393 | $21,272 | $0 |
| TAKEMA BRADBERRY | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | ASSISTANT | 40.00 | $79,703 | $18,014 | $0 |
| RACHEL ROSENBERG | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | PROGRAM ASSISTANT | 40.00 | $66,335 | $8,234 | $0 |
| APRIL STEWARD | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | ASSISTANT TO THE COF | 40.00 | $53,381 | $7,727 | $0 |
| ANDREW FORD | ||||||||
| 225 EAST MARKHAM STREET STE 200 | LITTLE ROCK | AR | 72201 | ASSISTANT | 40.00 | $51,913 | $8,987 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KR CAPITAL ADVISORS INC | |||||
| 445 PARK AVENUE STE 1501 | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $134,735 |
| THE NORTHERN TRUST COMPANY | |||||
| 50 SOUTH LASALLE ST | CHICAGO | IL | 60675 | INVESTMENT CUSTODY/ MANAGEMENT SERVICES | $114,071 |
| HEWITT ENNISKNUPP INC AN AON COMPANY | |||||
| 39584 TREASURY CENTER | CHICAGO | IL | 60694 | INVESTMENT OVERSIGHT AND ADVISING | $86,158 |
| ADVISORY RESEARCH INC | |||||
| 1659 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | INVESTMENT MANAGEMENT | $69,930 |
| RANGER INVESTMENTS | |||||
| 300 CRESCENT COURT SUITE 1100 | DALLAS | TX | 75201 | INVESTMENT MANAGEMENT | $66,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 18 | Description1Txt |
| Expenses1 | $205,263 | Expenses1Amt |
| Description2 | SEE STATEMENT 18 | Description2Txt |
| Expenses2 | $97,931 | Expenses2Amt |
| Description3 | SEE STATEMENT 18 | Description3Txt |
| Expenses3 | $69,552 | Expenses3Amt |
| Description4 | SEE STATEMENT 18 | Description4Txt |
| Expenses4 | $117,779 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $129,560,605 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,829,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $134,389,872 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $134,389,872 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,015,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $132,374,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,618,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,618,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $255,789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $255,789 | TotalTaxAmt |
| Distributable Before Adj | $6,362,912 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $96,062 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,458,974 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,458,974 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,427,176 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,427,176 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,427,176 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,458,974 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,717,413 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,272,839 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,380,544 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,391,133 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $420,036 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,181,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,427,176 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,427,176 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,031,798 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,031,798 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,150,167 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $89,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,596,615 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,464,552 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,272,839 | ExcessFromYear4Amt |
| Excess From Year3 | $1,380,544 | ExcessFromYear3Amt |
| Excess From Year2 | $1,391,133 | ExcessFromYear2Amt |
| Excess From Year1 | $420,036 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE AT WWWWRFOUNDATIONORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 EAST MARKHAM STREET SUITE 200 | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5013766854 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 19 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 19 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 19 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 20 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE STATEMENT 20 | GrantOrContributionPurposeTxt |
| Amt | $3,106,129 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,106,129 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 20 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE STATEMENT 20 | GrantOrContributionPurposeTxt |
| Amt | $2,321,697 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,321,697 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $348,632 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,469,994 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,775,472 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,636,409 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,636,409 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TRUST UW WINTHROP ROCKEFELLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2230 COTTONDALE LANE SUITE 6 | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $89,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| JPMS COX - AUDIT AND TAX PREPARATION SERVICES | $50,539 | $13,000 | $0 | $37,539 |
| LOVE AND ASSOCIATES - QUARTERLY INTERNAL AUDIT REVIEWS | $2,395 | $0 | $0 | $2,395 |
| GUENTHER ACCOUNTING SOLUTIONS - PAYROLL PROCESSING AND TIMEKEEPING SERVICES | $4,800 | $0 | $0 | $4,800 |
| COMPLETE PAYROLL SERVICES - PAYROLL PROCESSING AND TIMEKEEPING SERVICES | $1,823 | $0 | $0 | $1,823 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANDSLAM PERFORMANCE ASSOCIATES LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1672 E JOYCE BOULEVARD SUITE 1 | AddressLine1 |
| City | FAYETTEVILLE | City |
| State | AR | State |
| ZIP Code | 72703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2013-09-30 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | SEE STATEMENT 22 | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NTGI BOND FUND - SEE STATEMENT 21 | $9,502,385 | $9,502,385 |
| PIMCO FIXED INCOME FUND - SEE STATEMENT 21 | $9,486,579 | $9,486,579 |
| CCM FIXED INCOME FUND - SEE STATEMENT 21 | $10,838,063 | $10,838,063 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN - SEE STATMENT 21 | $15,355,166 | $15,355,166 |
| KR CAPITAL - SEE STATEMENT 21 | $11,865,329 | $11,865,329 |
| GMO INT'L FUND - SEE STATEMENT 21 | $15,443,864 | $15,443,864 |
| ING CLARION REITS - SEE STATEMENT 21 | $6,790,386 | $6,790,386 |
| ADVISORY RESEARCH EQUITIES - SEE STATEMENT 21 | $4,266,292 | $4,266,292 |
| HERNDON CAPITAL EQUITIES - SEE STATEMENT 21 | $7,410,680 | $7,410,680 |
| BLACKROCK EQUITY - SEE STATEMENT 21 | $14,084,820 | $14,084,820 |
| RANGER EQUITIES - SEE STATEMENT 21 | $4,086,206 | $4,086,206 |
| RUSSELL 1000 GROWTH EQUITIES | $11,904,213 | $11,904,213 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WRIGHT, LINDSEY, & JENNINGS - GENERAL BUSINESS COUNSEL | $11,404 | $0 | $0 | $11,404 |
| HALL, ESTILL, HARDWICK, GABLE - HR LEGAL COUNSEL | $1,233 | $0 | $0 | $1,233 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $4,984,000 | $4,892,168 | $4,892,168 |
| ACCRUED INTEREST RECEIVABLE | $183,692 | $138,188 | $138,188 |
| WRCT IN LIEU OF GRANT RECEIVABLE | $22,250 | $22,250 | $22,250 |
| OTHER ASSETS | -$595 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DIAMOND STATE VENTURES II, L.P. | $55,197 |
| MONDRIAN FOCUSED EMERGING MARKETS EQUITY FUND, L.P. | $262,033 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $17,081 | $0 | $0 | $17,081 |
| POSTAGE | $3,591 | $0 | $0 | $3,591 |
| DUES & SUBSCRIPTIONS | $66,396 | $0 | $0 | $66,396 |
| OFFICE EXPENSES | $78,220 | $0 | $0 | $78,220 |
| PROGRAM EXPENSES | $149,279 | $0 | $0 | $149,279 |
| ACCRUAL TO CASH CONVERSION | $0 | $0 | $0 | $81,366 |
| PASSTHROUGH PORTFOLIO DEDUCTIONS | $14,108 | $9,462 | $0 | $0 |
| CONVENTIONS AND MEETINGS | $7,315 | $0 | $0 | $7,315 |
| PROFESSIONAL DEVELOPMENT | $43,345 | $0 | $0 | $43,345 |
| PASSTHROUGH LOSSES - FUND FOR ARKANSAS FUTURE | $46,449 | $46,449 | $0 | $0 |
| COMMITTEE SUPPORT - TRUSTEE | $3,433 | $0 | $0 | $3,433 |
| BANK CHARGES | $61 | $0 | $0 | $61 |
| BOARD APPRECIATION | $621 | $0 | $0 | $621 |
| TRUSTEE OPERATIONS EXPENSE | $34,252 | $0 | $0 | $34,252 |
| COMPUTER TRAINING | $6,174 | $0 | $0 | $6,174 |
| PASSTHROUGH LOSSES - DIAMOND STATE VENTURES | $62,004 | $62,004 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NT BOND FUND TRUST MISCELLANEOUS INVESTMENT INCOME | $10,316 | $10,316 |
| MISCELLANEOUS INCOME | $77 | $77 |
| MONDRIAN FOCUSED EMERGING MARKETS EQUITY FUND, LP | $31,918 | $31,918 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAINS/(LOSSES) ON INVESTMENTS | $7,394,956 |
| FUND FOR ARKANSAS' FUTURE, LLC | $46,338 |
| CASH VERSUS ACCRUAL BASIS ON INTEREST | $940 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (16 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT OVERSIGHT | $84,918 | $84,918 | $0 | $0 |
| MANAGEMENT FEES - REITS | $51,694 | $51,694 | $0 | $0 |
| INVESTMENT MGMT FEES - KR CAPITAL | $134,735 | $134,735 | $0 | $0 |
| INVESTMENT MGMT FEES - NORTHERN TRUST | $80 | $80 | $0 | $0 |
| INVESTMENT MGMT FEES - ADVISORY RESEARCH | $69,930 | $69,930 | $0 | $0 |
| CUSTODIAL BANK FEES | $100,022 | $100,022 | $0 | $0 |
| ADVISORY FEES - KR CAPITAL | $242 | $242 | $0 | $0 |
| TRUSTEE FEES- NT BOND INDEX FUND | $4,831 | $4,831 | $0 | $0 |
| PROGRAM EVALUATION | $8,313 | $0 | $0 | $8,313 |
| CONSULTING FEES | $33,985 | $0 | $0 | $33,985 |
| CONSULTING FEES - PROGRAM | $123,063 | $0 | $0 | $123,063 |
| COMMUNICATIONS SUPPORT - PROGRAM | $82,934 | $0 | $0 | $82,934 |
| INVESTMENT MGMT FEES - HERNDON | $50,786 | $50,786 | $0 | $0 |
| INVESTMENT MGMT FEES - RANGER | $66,073 | $66,073 | $0 | $0 |
| AR GLR & OTL | $89,594 | $0 | $0 | $89,594 |
| PROFESSIONAL FEES-BOND INDEX | $1,117 | $1,117 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $294,100 | $0 | $0 | $0 |
| FOREIGN TAXES | $33,342 | $33,342 | $0 | $0 |
| OTHER TAXES | $85 | $85 | $0 | $0 |