HEARTLAND WHOLE HEALTH INSTITUTE: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HEARTLAND WHOLE HEALTH INSTITUTE (EIN 83-4022137)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349102678
- Schema version
- 2020v4.0
- 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
- Depreciation Schedule
- 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 | 2021-11-12T12:31:07-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 (FKA Whole Health Institute & Chopra Library) | 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 | TRACY GAUDET | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRACY | PersonFirstNm |
| Person Last | GAUDET | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $369,732,849 | 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 | $368,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,617 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $47,617 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,262 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,575 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $44,753 | 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 | $13,267 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,267 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $13,267 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $368,250,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $250,459 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $105,637 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $528,863 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $528,863 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,958,201 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,958,201 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $97,375 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $97,375 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $140,917 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $140,917 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $39 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,776 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,332,483 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,100 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,100 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,331,383 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $71 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $71 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $71 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $145,465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,314 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,314 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $141,151 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,746 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $69,396 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $69,396 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $46,739 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $46,739 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,854 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $6,854 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $149,729 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $149,729 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,488,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,524 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,477,384 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,488,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,524 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,477,384 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $362,761,805 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $244,935 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100,113 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,108,335 | CashBOYAmt |
| Cash EOY | $258,342 | CashEOYAmt |
| Cash EOYFMV | $258,342 | CashEOYFMVAmt |
| Acct Rcvbl | $214,347 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $214,347 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $214,347 | 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 EOY | $1,450 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,450 | 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 | $25,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $366,331,833 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $368,169,542 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $86,912 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,746 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $81,166 | LandEOYAmt |
| Land EOYFMV | $81,166 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,008,002 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,008,002 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,133,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $367,895,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $369,732,849 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,133,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $367,895,140 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,133,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $367,895,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,133,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $367,895,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,133,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $362,761,805 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $367,895,140 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $367,895,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| NT RUSSELL 1000 | $30,694 | $30,687 | $7 | $0 | $7 | ||
| NT RUSSELL 1000 LT CAP GAIN DISTRIBUTION | $404 | $404 | $0 | $404 | |||
| NT EAFE ST CAP GAIN DISTRIBUTION | $44,753 | $44,753 | $0 | $44,753 | 2020-12-01 | 2020-12-31 | |
| NT EAFE LT CAP GAIN DISTRIBUTION | $144,411 | $144,411 | $0 | $144,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,575 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $44,753 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,405 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,405 | SubtotalAmt |
| Tax Based On Investment Income | $3,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $905 | TaxDueAmt |
| 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 | Casey Hardman | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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; Chair | 5.000 | $0 | $0 | $0 |
| ROSS DEVOL | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | BOARD DIRECTOR | 2.000 | $0 | $0 | $0 |
| Tracy Gaudet Grossenbacher | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | Chief Executive Officer | 40.000 | $528,863 | $45,957 | $0 |
| JAMES M WALTON | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | BOARD DIRECTOR | 2.000 | $0 | $0 | $0 |
| DEEPAK CHOPRA | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | BOARD DIRECTOR | 2.000 | $0 | $0 | $0 |
| MATTHEW HARRIS | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | BOARD DIRECTOR | 2.000 | $0 | $0 | $0 |
| RALPH SNYDERMAN | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | BOARD DIRECTOR | 2.000 | $0 | $0 | $0 |
| RAY CHAMBERS | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | BOARD DIRECTOR | 2.000 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| COLLEEN GROCHOWSKI | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | Executive Vice Dean | 40.000 | $155,482 | $3,535 | $0 |
| AMANDA HULL | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | SR Director ED | 40.000 | $236,093 | $0 | |
| LORI KNUTSON | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | SR Director Health | 40.000 | $162,761 | $3,848 | $0 |
| JAMES MARZOLF | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | SR Director Finance | 40.000 | $356,420 | $8,515 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARLON BLACKWELL ARCHITECTS | |||||
| 42 E Center St | Fayetteville | AR | 72701 | ARCHITECTURE | $1,237,698 |
| THE BOSTON CONSULTING GROUP INC | |||||
| 200 PIER 4 BLVD | BOSTON | MA | 02210 | CONSULTING | $1,214,971 |
| WALTON ENTERPRISES LLC | |||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | PROFESSIONAL SERVICES | $308,368 |
| ALLIANCE SUPPORT CO LLC | |||||
| 600 MUSEUM WAY | BENTONVILLE | AR | 72712 | PROFESSIONAL SERVICES | $237,204 |
| WHOLE HEALTH FOR ALL LLC | |||||
| 2444 SPRING ROSE CIRCLE | VEROMA | WI | 53593 | CONSULTING | $145,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | 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 | $5,477,384 | 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 | $15,336,856 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,740,166 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,077,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,077,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $301,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,775,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $988,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,477,384 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,094,914 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,572,298 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,572,298 | AdjustedQualifyingDistriAmt |
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 | $100,113 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $100,113 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $85,096 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $85,096 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,572,298 | CurrentYearAmt |
| Year1 | $366,665 | Year1Amt |
| Total | $6,938,963 | 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 | $6,572,298 | CurrentYearAmt |
| Year1 | $366,665 | Year1Amt |
| Total | $6,938,963 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $659,195 | CurrentYearAmt |
| Year1 | $13,595 | Year1Amt |
| Total | $672,791 | 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
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,617 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,267 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $189,575 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $250,459 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $250,459 | 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 | $368,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NT Accounting Fees | $39 | $39 | $39 | |
| Tax Services | $6,776 | $6,776 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Depreciation Expense | PropertyDesc |
| Current Year Expense | $5,746 | CurrentYearExpenseAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Northern Trust Investments | AT COST | $226,750,914 | $228,588,623 |
| NT R1000 | AT COST | $94,289,533 | $94,289,533 |
| NT EAFE | AT COST | $45,206,386 | $45,206,386 |
| Investment in ASC, LLC | AT COST | $85,000 | $85,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture & Fixtures | $72,479 | $4,051 | $68,428 | $68,428 |
| Software and Info Systems | $14,433 | $1,695 | $12,738 | $12,738 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $140,917 | LegalFeesAmt |
| Disbursements Charitable Prps | $140,917 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CIP - Building | Desc |
| EOY Book Value | $1,008,002 | EOYBookValueAmt |
| EOYFMV | $1,008,002 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Payroll Fees | $11,070 | $11,070 |
| Office Supplies | $27,559 | $27,559 |
| Dues & Subscriptions | $92,586 | $92,586 |
| Insurance | $4,323 | $4,323 |
| Mobile Phone | $6,837 | $6,837 |
| Miscellaneous | $1,800 | $1,800 |
| Moving & Storage | $4,810 | $4,810 |
| Professional Development | $744 | $744 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Taxable Income/Loss | Desc |
| Revenue And Expenses Per Books | $13,267 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,267 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,267 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Contract Personnel | $160,918 | $160,918 | ||
| Shared Services | $185,076 | $185,076 | ||
| Consulting | $1,249,230 | $1,249,230 | ||
| Recruitment | $64,607 | $64,607 | ||
| IT Expenses | $126,893 | $126,893 | ||
| Investment Management Fees | $1,100 | $1,100 | $1,100 | |
| Education Plan Development | $531,659 | $531,659 | ||
| Program Evaluation | $13,000 | $13,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NT Foreign Taxes | $4,314 | $4,314 | $4,314 | |
| Payroll Taxes | $141,151 | $141,151 |