BECKY AND BOB ALEXANDER CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BECKY AND BOB ALEXANDER CHARITABLE FOUNDATION (EIN 86-2157589)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-23
- IRS object ID
- 202332359349100523
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-23T16:49:20-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480863477 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAFFORD & WESTERVELT CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N 20TH PL | AddressLine1Txt |
| City | ROGERS | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862157589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECKY AND BOB ALEXANDER CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BECK | BusinessNameControlTxt |
| Phone | 4794260602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 W WIMBLEDON WAY | AddressLine1Txt |
| City | ROGERS | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72758 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA ALEXANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4794260602 | PhoneNum |
| Signature | 2023-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REBECCA | PersonFirstNm |
| Person Last | ALEXANDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL K STAFFORDCPA | PreparerPersonNm |
| PTIN | P00527900 | PTIN |
| Phone | 4796311655 | PhoneNum |
| Preparation | 2023-08-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,469,547 | 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 | $22,497,324 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,066 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,066 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $311,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $311,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,220,389 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,626,589 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,591,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,374 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,490 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,928 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,602 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,974,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,974,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,025,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,974,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,566,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $280,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $426,420 | CashBOYAmt |
| Cash EOY | $3,022,598 | CashEOYAmt |
| Cash EOYFMV | $3,022,598 | CashEOYFMVAmt |
| Other Investments BOY | $18,715,617 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,695,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,456,287 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,014 | OtherAssetsBOYAmt |
| Other Assets EOY | -$9,338 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$9,338 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,143,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,709,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,469,547 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $19,143,051 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,709,238 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,143,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,709,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,143,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,709,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,143,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,566,187 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,709,238 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,709,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PERSHING LLC WAA-043721 COVERED TRANSACTIONS | P | $4,491,053 | $5,046,599 | -$555,546 | -$555,546 | ||
| 18750.00 FIRST TR EXCHANGE TR ADDED FD IV FIRST TR ENHANCED | P | $1,114,793 | $1,124,061 | -$9,268 | -$9,268 | 2021-09-24 | 2022-08-19 |
| 25500.00 FIRST TRUST EXCHANGE TRADED FD IV FIRST TR ENHANCED | P | $1,512,548 | $1,528,723 | -$16,175 | -$16,175 | 2021-09-24 | 2022-09-30 |
| 134000.00 WALMART INC COM | D | $16,506,023 | $19,147,595 | -$2,641,572 | -$2,641,572 | 2022-03-24 | 2022-05-24 |
| CAPITAL GAINS DIVIDENDS | P | $2,172 | $2,172 | $2,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,220,389 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,905 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $6,077 | OverpaymentAmt |
| Applied To ES Tax | $6,077 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4794260602 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 W WIMBLEDON WAY | AddressLine1Txt |
| City | ROGERS | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72758 | ZIPCd |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| REBECCA ALEXANDER | ||||||||
| 22 W WIMBLEDON WAY | ROGERS | AR | 72758 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ROBERT ALEXANDER | ||||||||
| 22 W WIMBLEDON WAY | ROGERS | AR | 72758 | VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SUPPORTS OTHER 501(C)3 ORGANIZATIONS THROUGH MONETARY DONATIONS TO ASSIST WITH ONGOING CHARITABLE ACTIVITIES PROVIDED BY SAID ORGANIZATIONS. | Description1Txt |
| Expenses1 | $40,601 | 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 | $25,964,514 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,921,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,885,675 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,885,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $418,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,467,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,373,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,373,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,905 | TotalTaxAmt |
| Distributable Before Adj | $1,369,465 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,369,465 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,369,465 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,974,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,974,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,369,465 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $572,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $572,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,974,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,369,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $605,035 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,177,992 | 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 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,177,992 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $572,957 | ExcessFromYear1Amt |
| Excess From Current Year | $605,035 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FOLK ART MUSEUM | |||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 100236214 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $625,000 |
| BENTONVILLE LIBRARY FOUNDATION | |||||||
| 405 S MAIN ST | BENTONVILLE | AR | 72712 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $100,000 |
| BOTANICAL GARDEN OF THE OZARKS | |||||||
| 4703 N CROSSOVER RD | FAYETTEVILLE | AR | 72703 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,500 |
| CHAMPIONS FOR KIDS | |||||||
| PO BOX 488 | FAYETTEVILLE | AR | 72701 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $15,000 |
| COMMUNITY CREATIVE CENTER | |||||||
| 505 W SPRING ST | FAYETTEVILLE | AR | 72701 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| FRIENDS OF THE ROGERS HISTORICAL MUSEUM | |||||||
| 1200 W WALNUT STE 1084 | ROGERS | AR | 72756 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| NWACC FOUNDATION | |||||||
| 1 COLLEGE DR | BENTONVILLE | AR | 72712 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| PEEL COMPTON FOUNDATION | |||||||
| 312 N MAIN ST | BENTONVILLE | AR | 72712 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| ROGERS MUSEUM FOUNDATION | |||||||
| PO BOX 1200 | ROGERS | AR | 72757 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| SAM MOORE EVANGELISTIC MINISTRIES | |||||||
| 1901 SW PINE AVE | BENTONVILLE | AR | 72713 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $2,500 |
| THEATRE SQUARED | |||||||
| PO BOX 4188 | FAYETTEVILLE | AR | 72702 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $51,500 |
| UNIVERSITY OF ARKANSAS LIBRARY | |||||||
| 1295 S RAZORBACK RD STE A | FAYETTEVILLE | AR | 72701 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $405,000 |
| UNIVERSITY OF ARKANSAS RAZORBACK FOUNDATION | |||||||
| 1295 S RAZORBACK RD STE A | FAYETTEVILLE | AR | 72701 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $500,000 |
| WALTON ARTS CENTER | |||||||
| PO BOX 3547 | FAYETTEVILLE | AR | 72702 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $175,000 |
| AARP FOUNDATION | |||||||
| 601 E ST NW | WASHINGTON | DC | 20004 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 5506 W WALSH LN 212 | ROGERS | AR | 72758 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $500 |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| ARKANSAS ADVOCATES FOR CHILDREN AND FAMILY | |||||||
| 1400 W MARKHAM ST STE 306 | LITTLE ROCK | AR | 72201 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| ARKANSAS BAPTIST CHILDREN'S HOME | |||||||
| 10 REMINGTON DR | LITTLE ROCK | AR | 72204 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| CRYSTAL BRIDGES | |||||||
| 600 MUSEUM WAY | BENTONVILLE | AR | 72712 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $10,000 |
| GUIDELINES INTERNATIONAL MINISTRIES | |||||||
| 26161 MARQUERITE PARKWAY STE F | MISSION VIEJO | CA | 92692 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| HISTORIC ARKANSAS MUSEUM | |||||||
| 200 E 3RD ST | LITTLE ROCK | AR | 722011608 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| KUAF | |||||||
| 1295 S RAZORBACK RD STE A | FAYETTEVILLE | AR | 72701 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $5,000 |
| MUSEUM OF NATIVE AMERICAN HISTORY | |||||||
| 202 SW O ST | BENTONVILLE | AR | 72712 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $8,000 |
| NWA FOOD BANK | |||||||
| 1378 JUNE SELF DR | SPINGDALE | AR | 72764 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $5,000 |
| SCHOOL FOR ADVANCED RESEARCH | |||||||
| 660 GARCIA ST | FANTA FE | NM | 87505 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $5,000 |
| SONA | |||||||
| PO BOX 1243 | FAYETTEVILLE | AR | 72702 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,974,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,066 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $311,288 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,220,389 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,906,035 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,906,035 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | THE ORGANIZATION WAS FORMED TO PROVIDE ASSISTANCE TO VARIOUS 501(C)3 |
| 2 | ORGANIZATIONS THROUGH MONETARY SUPPORT DESIGNED TO ASSIST WITH ONGOING |
| 3 | OPERATIONS. |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT BOGLE | |||||||
| 1 | 703 JEFFERSON | BENTONVILLE | AR | 72712 | $19,781,080 | Yes (X) | |
| ROBERT BOGLE | |||||||
| 2 | 703 JEFFERSON | BENTONVILLE | AR | 72712 | $2,716,244 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 134000.00 SHS WALMART | NoncashPropertyDesc |
| Fair Market Value | $19,781,080 | FairMarketValueAmt |
| Received | 2022-05-11 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARVEST WAA-043721 | AT COST | $4,417,710 | $4,465,059 |
| ARVEST WAB-183450 | AT COST | $13,278,268 | $13,117,246 |
| ARVEST WAB-183450 LIFE INSURANCE | AT COST | $16,000,000 | $14,873,982 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME (LOSS) | Desc |
| BOY Book Value | $1,014 | BOYBookValueAmt |
| EOY Book Value | -$9,338 | EOYBookValueAmt |
| EOYFMV | -$9,338 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $30,928 | $30,928 | $0 |
| PROFESSIONAL FEES | $2,300 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT BOGLE | |||
| 703 JEFFERSON ST | BENTONVILLE | AR | 72712 |
| ROBERT AND REBECCA ALEXANDER | |||
| 22 W WIMBLEDON WAY | ROGERS | AR | 72758 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDENDS | $2,490 | $2,490 | $0 |
| UBIT TAX | $14,884 | $0 | $0 |
Comments