HEARTLAND WHOLE HEALTH INSTITUTE: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEARTLAND WHOLE HEALTH INSTITUTE (EIN 83-4022137)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202213139349101046
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T11:30:50-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621665434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 834022137 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whole Health Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHOL | BusinessNameControlTxt |
| Phone | 4794641570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1860 | AddressLine1Txt |
| City | Bentonville | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP SIGSWORTH | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHIILIP | PersonFirstNm |
| Person Last | SIGSWORTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENT C CROUCH | PreparerPersonNm |
| PTIN | P00810750 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $637,196,749 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $238,847,153 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,786,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,786,272 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,786,272 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,027,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $267,702,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,027,365 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,650,474 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $112,510 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $112,510 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $112,510 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $256,773,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,926,147 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,549,256 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,024,155 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,024,155 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $229,730 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $229,730 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $76,848 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $76,848 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,566 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,566 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,841,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $280,148 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $280,148 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,561,517 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7,725 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,725 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $7,725 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $900,882 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $337,743 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $337,743 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $233,049 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,241 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $3,143,709 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,143,709 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,394 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,394 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $84,408 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $84,408 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $866,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $143,395 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $143,395 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $722,778 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,251,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $769,011 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $769,011 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,139,154 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,251,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $769,011 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $769,011 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,139,154 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $243,522,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,157,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,780,245 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $258,342 | CashBOYAmt |
| Cash EOY | $3,431,389 | CashEOYAmt |
| Cash EOYFMV | $3,431,389 | CashEOYFMVAmt |
| Acct Rcvbl | $71,428 | AcctRcvblAmt |
| Acct Rcvbl BOY | $214,347 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $71,428 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $71,428 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,450 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $366,331,833 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $601,534,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $627,312,310 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $86,912 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,987 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $81,166 | LandBOYAmt |
| Land EOY | $67,925 | LandEOYAmt |
| Land EOYFMV | $67,925 | LandEOYFMVAmt |
| Other Assets BOY | $1,008,002 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,313,697 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,313,697 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $367,895,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $611,418,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $637,196,749 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,719 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,719 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $367,895,140 | RetainedEarningBOYAmt |
| Retained Earning EOY | $611,417,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $367,895,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $611,417,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $367,895,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $611,418,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $367,895,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $243,522,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $611,417,151 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $611,417,151 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| NT CASH - VARIOUS STOCKS | P | 2021-01-01 | 2021-12-31 | $162,000,367 | $161,503,810 | $496,557 | $0 | $496,557 |
| NT CASH - CAPITAL GAIN DISTRIBUTION | P | $248,872 | $0 | $248,872 | $0 | $248,872 | ||
| NT EAFE - CAPITAL GAIN DISTRIBUTION | P | 2021-01-01 | 2021-12-31 | $56,295 | $0 | $56,295 | $0 | $56,295 |
| NT EAFE - VARIOUS STOCKS | P | 2021-01-01 | 2021-12-31 | $30,019,282 | $28,398,826 | $1,620,456 | $0 | $1,620,456 |
| NT EAFE - CAPITAL GAIN DISTRIBUTION | P | $904,398 | $0 | $904,398 | $0 | $904,398 | ||
| NT EQUITIZATION - CAPITAL GAIN DISTRIBUTION | P | 2021-01-01 | 2021-12-31 | $889,006 | $0 | $889,006 | $0 | $889,006 |
| NT EQUITIZATION - CAPITAL GAIN DISTRIBUTION | P | $4 | $0 | $4 | $0 | $4 | ||
| NT EQUITIZATION - CAPITAL GAIN DISTRIBUTION | P | $1,333,508 | $0 | $1,333,508 | $0 | $1,333,508 | ||
| NT R1000 - VARIOUS STOCKS | P | 2021-01-01 | 2021-12-31 | $69,447,855 | $65,131,559 | $4,316,296 | $0 | $4,316,296 |
| NT R1000 - CAPITAL GAIN DISTRIBUTION | P | $24,272 | $0 | $24,272 | $0 | $24,272 | ||
| NT R1000 - VARIOUS STOCKS | P | $1,709,217 | $120,046 | $1,589,171 | $0 | $1,589,171 | ||
| NT R1000 - CAPITAL GAIN DISTRIBUTION | P | $7,062 | $6,664 | $398 | $0 | $398 | ||
| NT WALTER SCOTT - VARIOUS STOCKS | P | 2021-01-01 | 2021-12-31 | $459,817 | $513,579 | -$53,762 | $0 | -$53,762 |
| PASS-THROUGH - CAPITAL GAINS | P | 2021-01-01 | 2021-12-31 | $325,825 | $199 | $325,626 | $0 | $325,626 |
| PASS-THROUGH - CAPITAL GAINS | P | $276,401 | $133 | $276,268 | $0 | $276,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,027,365 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,650,474 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $238,484 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $238,484 | SubtotalAmt |
| Tax Based On Investment Income | $238,484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $325,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $425,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $186,516 | OverpaymentAmt |
| Applied To ES Tax | $186,516 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAM GOWER-JACKSON | IndividualWithBooksNm |
| Phone | 4794641570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1860 | AddressLine1Txt |
| City | Bentonville | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
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 | Yes (true) | 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 | Yes (true) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| ALICE L WALTON | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | DIRECTOR, PRESIDENT | 5.000 | $0 | $0 | $0 |
| JAMES M WALTON | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | DIRECTOR | 2.000 | $0 | $0 | $0 |
| RAY CHAMBERS | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | DIRECTOR | 2.000 | $0 | $0 | $0 |
| ROSS DEVOL | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | DIRECTOR | 2.000 | $0 | $0 | $0 |
| MATTHEW HARRIS | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | DIRECTOR | 2.000 | $0 | $0 | $0 |
| RALPH SNYDERMAN | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | DIRECTOR | 2.000 | $0 | $0 | $0 |
| DEEPAK CHOPRA | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | DIRECTOR (UNTIL 3/09/21) | 1.000 | $0 | $0 | $0 |
| TRACY GAUDET GROSSENBACHER | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | CHIEF EXECUTIVE OFFICER | 40.000 | $616,534 | $75,966 | $0 |
| DELOS MARSHALL COSGROVE | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | DIRECTOR (FROM 7/01/21) | 2.000 | $0 | $0 | $0 |
| TRACY CUDE | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | CFO AND TREASURER | 5.000 | $0 | $0 | $0 |
| BUDDY PHILPOT | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | SECRETARY | 1.000 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES MARZOLF | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | SENIOR DIRECTOR | 40.000 | $416,730 | $64,749 | $0 |
| LORI KNUTSON | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | EXECUTIVE DIRECTOR | 40.000 | $344,702 | $65,651 | $0 |
| HENRI ROCA | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | MD DIRECTOR | 40.000 | $313,147 | $65,591 | $0 |
| AMANDA HULL | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | SENIOR DIRECTOR | 40.000 | $250,217 | $52,083 | $0 |
| RUSS GREENFIELD | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | SENIOR DIRECTOR | 40.000 | $184,865 | $16,661 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 21 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BALDWIN & SHELL CONSTRUCTION COMPANY | |||||
| 6514 A LYNCHS PRAIRIE COVE | SPRINGDALE | AR | 72762 | CONSTRUCTION SERVICES | $2,515,949 |
| MARLON BLACKWELL ARCHITECTS | |||||
| 42 E Center St | Fayetteville | AR | 72701 | ARCHITECTURE SERVICES | $2,467,473 |
| THE GOLDIE HAWN FOUNDATION | |||||
| 220 26TH ST STE 203 | SANTA MONICA | CA | 904022500 | TRAINING AND RESEARCH SERVICES | $1,100,000 |
| ALLIANCE SUPPORT CO LLC | |||||
| 600 MUSEUM WAY | BENTONVILLE | AR | 72712 | MANAGEMENT SERVICES | $436,091 |
| MARK DREUSICKE LLC | |||||
| 3211 5TH AVE UNIT 107 | SAN DIEGO | CA | 92103 | CONSULTING SERVICES | $364,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 13 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Supporting integrative health and wellness programs and initiatives for the benefit of the public | Description1Txt |
| Expenses1 | $12,139,154 | Expenses1Amt |
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 | $374,363,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,069,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $407,433,537 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $407,433,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,111,503 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $401,322,034 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,066,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,139,154 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $5,305,695 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $17,444,849 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2019-09-13 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,780,245 | CurrentYearAmt |
| Year1 | $100,113 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $12,880,358 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,863,208 | CurrentYearAmt |
| Year1 | $85,096 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $10,948,304 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,444,849 | CurrentYearAmt |
| Year1 | $6,572,298 | Year1Amt |
| Year2 | $366,665 | Year2Amt |
| Total | $24,383,812 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,444,849 | CurrentYearAmt |
| Year1 | $6,572,298 | Year1Amt |
| Year2 | $366,665 | Year2Amt |
| Total | $24,383,812 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,377,401 | CurrentYearAmt |
| Year1 | $659,195 | Year1Amt |
| Year2 | $13,595 | Year2Amt |
| Total | $14,050,192 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Alice L Walton | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,786,272 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $112,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $332 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,027,365 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $332 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,926,147 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,926,479 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE L WALTON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $238,847,153 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 7,492 SHARES OF PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,847,153 | FairMarketValueAmt |
| Received | 2021-06-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,566 | Amt |
| Disbursements Charitable Prps | $21,566 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION EXPENSE | PropertyDesc |
| Current Year Expense | $13,241 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (15 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| NT CASH - VARIOUS STOCKS | 2021-01 | P | 2021-12 | $162,000,367 | $161,503,810 | $496,557 |
| NT CASH - CAPITAL GAIN DISTRIBUTION | P | $248,872 | $0 | $248,872 | ||
| NT EAFE - CAPITAL GAIN DISTRIBUTION | 2021-01 | P | 2021-12 | $56,295 | $0 | $56,295 |
| NT EAFE - VARIOUS STOCKS | 2021-01 | P | 2021-12 | $30,019,282 | $28,398,826 | $1,620,456 |
| NT EAFE - CAPITAL GAIN DISTRIBUTION | P | $904,398 | $0 | $904,398 | ||
| NT EQUITIZATION - CAPITAL GAIN DISTRIBUTION | 2021-01 | P | 2021-12 | $889,006 | $0 | $889,006 |
| NT EQUITIZATION - CAPITAL GAIN DISTRIBUTION | P | $4 | $0 | $4 | ||
| NT EQUITIZATION - CAPITAL GAIN DISTRIBUTION | P | $1,333,508 | $0 | $1,333,508 | ||
| NT R1000 - VARIOUS STOCKS | 2021-01 | P | 2021-12 | $69,447,855 | $65,131,559 | $4,316,296 |
| NT R1000 - CAPITAL GAIN DISTRIBUTION | P | $24,272 | $0 | $24,272 | ||
| NT R1000 - VARIOUS STOCKS | P | $1,709,217 | $120,046 | $1,589,171 | ||
| NT R1000 - CAPITAL GAIN DISTRIBUTION | P | $7,062 | $6,664 | $398 | ||
| NT WALTER SCOTT - VARIOUS STOCKS | 2021-01 | P | 2021-12 | $459,817 | $513,579 | -$53,762 |
| PASS-THROUGH - CAPITAL GAINS | 2021-01 | P | 2021-12 | $325,825 | $0 | $325,825 |
| PASS-THROUGH - CAPITAL GAINS | P | $276,401 | $0 | $276,401 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NT - Investment Account | AT COST | $345,047,714 | $338,323,268 |
| NT - R1000 Account | AT COST | $156,909,215 | $185,694,758 |
| NT - EAFE Account | AT COST | $71,520,965 | $74,463,176 |
| NT - Cash Equitization Account | AT COST | $19,961,056 | $19,961,287 |
| NT - Walter Scott International | AT COST | $8,010,481 | $8,787,423 |
| Alliance Support Co., LLC | AT COST | $85,000 | $82,398 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $72,479 | $14,657 | $57,822 | $57,822 |
| Software and Info Systems | $14,433 | $4,330 | $10,103 | $10,103 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $76,848 | LegalFeesAmt |
| Disbursements Charitable Prps | $76,848 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Construction in Progress - Building | Desc |
| BOY Book Value | $1,008,002 | BOYBookValueAmt |
| EOY Book Value | $6,313,697 | EOYBookValueAmt |
| EOYFMV | $6,313,697 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Miscellaneous | $6,492 | $6,492 | ||
| Office Supplies | $17,803 | $17,803 | ||
| Dues & Subscriptions | $126,584 | $126,584 | ||
| Training | $52,466 | $52,466 | ||
| Mobile Phones | $11,213 | $11,213 | ||
| Payroll Fees | $13,411 | $13,411 | ||
| Insurance | $44,809 | $44,809 | ||
| Program Sponsorships | $450,000 | $450,000 | ||
| Pass-through - Other Deductions | $143,395 | $143,395 | $143,395 | |
| Pass-through - Nondeductible Expenses | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Northern Trust | $24,100 | $24,100 | $24,100 |
| Pass-through - Other income/(loss) | $88,410 | $88,410 | $88,410 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Administrator & Management Fees | $378,783 | $378,783 | ||
| Investment Management Fees | $280,148 | $280,148 | $280,148 | |
| Consulting Fees | $94,419 | $94,419 | ||
| Recruitment | $45,169 | $45,169 | ||
| Contract Personnel | $314,394 | $314,394 | ||
| IT Expenses | $298,365 | $298,365 | ||
| Program Innovations | $1,100,000 | $1,100,000 | ||
| Program Evaluation | $138,790 | $138,790 | ||
| Education Plan Development | $1,067,504 | $1,067,504 | ||
| Communications | $124,093 | $124,093 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Payroll Taxes | $233,049 | $233,049 | ||
| Excise Tax | $330,090 | |||
| Northern Trust - Foreign Taxes | $336,556 | $336,556 | $336,556 | |
| Pass-through - Foreign Taxes | $1,187 | $1,187 | $1,187 |