BENTONVILLE, AR
Heartland Whole Health Institute
Quick Facts
- EIN
- 834022137
- Location
- BENTONVILLE, AR
- Category
- Health
- Total Assets
- $598.5M
- Annual Income
- $218.3M
- IRS Ruling Year
- 2019
- Organization Type
- Corporation
- Principal Officer
- % Robert Smith
- Tax Deductibility
- Contributions are deductible
About This Foundation
Heartland Whole Health Institute is a private corporation based in BENTONVILLE, AR. The foundation received its IRS ruling in 2019. The principal officer is % Robert Smith. It holds total assets of $598.5M. Annual income is reported at $218.3M. The foundation operates in the area of health. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$9.9M
2023+1%
Total Assets
$586M
2023+0%
Fair Market Value
$609.3M
2023
Net Worth
$576.8M
2023
Grants Paid
$0
2023
Contributions
$0
2023
Net Investment Income
$9.9M
2023
Distribution Amount
$0
2023
Total Giving by Year
$367K
19$5.5M
20$13.3M
21$9.8M
22$9.9M
23Asset Growth
$5.1M
19$367.9M
20$611.4M
21$584.9M
22$586M
23Investment Portfolio (2023)
Total: $0
Other Investments: $515.7M
Cash: $289K
Other Investments (100%)
Cash (0%)
Expense Breakdown (2023)
Officer Compensation$935K
Interest$739K
Pension & Benefits$213K
Occupancy$181K
Travel & Conferences$31K
Depreciation$24K
Accounting Fees$20K
Legal Fees$15K
Printing & Publications$3K
Revenue Sources (2023)
- Interest
- $12M
- Other Income
- $-74,105
- Capital Gains (Net)
- $-10,158,089
Financial Details (2023)
- Total Revenue
- $1.8M
- Total Expenses
- $9.9M
- Exempt Purpose Expenses
- $7.1M
- Required Distribution
- $0
- Undistributed Income
- $0
- Total Liabilities
- $9.2M
- Excise Tax
- $138K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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