BECKY AND BOB ALEXANDER CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BECKY AND BOB ALEXANDER CHARITABLE FOUNDATION (EIN 86-2157589)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202543109349100719
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T09:14:49-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL K STAFFORDCPA | PreparerPersonNm |
| PTIN | P00527900 | PTIN |
| Phone | 4796311655 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,007,113 | 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 | $4,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,402 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,402 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $785,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $785,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $721,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,870,296 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $721,008 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,524,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,524,529 | 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 |
| Accounting Fees Rev And Expnss | $3,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,531,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,531,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,546,714 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,531,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,977,815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,520,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,654,709 | CashBOYAmt |
| Cash EOY | $3,016,837 | CashEOYAmt |
| Cash EOYFMV | $3,016,837 | CashEOYFMVAmt |
| Other Investments BOY | $34,815,892 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,362,922 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,997,708 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$76,089 | OtherAssetsBOYAmt |
| Other Assets EOY | -$7,432 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$7,432 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,394,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,372,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,007,113 | 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 | $37,394,512 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,372,327 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,394,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,372,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,394,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,372,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,394,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,977,815 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,372,327 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,372,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 56.00 FIRST TRUST DOW JONES INTERNET INDEX | P | $11,458 | $7,786 | $3,672 | $3,672 |
| 1386.00 FIRST TRUST HEALTH CARE ALPHADEX | P | $153,553 | $143,001 | $10,552 | $10,552 |
| 2391.00 FIRST TRUST LARGE CAP GR ALPHADEX FUND | P | $309,133 | $220,826 | $88,307 | $88,307 |
| 396.00 FIRST TRUST NASDAQ TECH DIV ETF | P | $27,507 | $19,281 | $8,226 | $8,226 |
| 3048.00 FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | P | $179,248 | $128,417 | $50,831 | $50,831 |
| 3249.00 FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY | P | $93,928 | $104,858 | -$10,930 | -$10,930 |
| 4426.00 FIRST TR EXCHANGE TRADED FD VI FIRST TRUST NASDAQ BANK | P | $112,552 | $117,129 | -$4,577 | -$4,577 |
| 5827.00 FIRST TRUST TCW OPPOTUNISTIC FIXED INCOME | P | $251,555 | $259,872 | -$8,317 | -$8,317 |
| 3587.00 FIRST TRUST NASDAQ OIL & GAS | P | $110,286 | $99,825 | $10,461 | $10,461 |
| 4906.00 FIRST TR EXCHANGE TRADED FD IV LONG DURATION OPPORTUNITY | P | $106,703 | $108,600 | -$1,897 | -$1,897 |
| 13400.00 FIRST TR ENHANCED SHORT MATURITY | P | $799,979 | $803,329 | -$3,350 | -$3,350 |
| 297383.00 FT UNIT 10917 CBOE VEST LARGE CAP DEEP BUFFERED 30 PORT SER 12 AT | P | $3,406,582 | $3,000,000 | $406,582 | $406,582 |
| 126.00 FIRST TRUST NASDAQ 100 TECHNOLOGY INDEX | P | $23,200 | $18,211 | $4,989 | $4,989 |
| 3502.00 FIRST TR MORNINGSTAR DIVID LEADERS INDEX | P | $133,531 | $114,025 | $19,506 | $19,506 |
| 1000000.00 UBS NDX SPY 10/6/2028 | P | $1,110,000 | $1,000,000 | $110,000 | $110,000 |
| 49.00 FIRST TRUST INTERMEDIATE DURATION INVT GR ETF | P | $1,052 | $1,002 | $50 | $50 |
| 51.00 FIRST TR LONG/SHORT EQUITY | P | $3,208 | $3,126 | $82 | $82 |
| CAPITAL GAINS DIVIDENDS | P | $36,821 | $36,821 | $36,821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $721,008 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,139 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,139 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,960 | 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 | $8,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $239 | EsPenaltyAmt |
| Tax Due | $12,418 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 (3 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 |
| GERALD DENNIS | ||||||||
| 22 W WIMBLEDON WAY | ROGERS | AR | 72758 | DIRECTOR | 0.50 | $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 | $3,760 | 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 | $40,280,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,835,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,116,507 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,116,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $646,748 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,469,759 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,123,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,123,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,139 | TotalTaxAmt |
| Distributable Before Adj | $2,102,349 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,102,349 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,102,349 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,531,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,531,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,102,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $572,957 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $605,035 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,225,900 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,531,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,102,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,428,651 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,654,551 | 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 | $2,654,551 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $572,957 | ExcessFromYear3Amt |
| Excess From Year2 | $605,035 | ExcessFromYear2Amt |
| Excess From Year1 | $47,908 | ExcessFromYear1Amt |
| Excess From Current Year | $1,428,651 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 7HILLS HOMELESS SHELTER | |||||||
| 1519 S SCHOOL | FAYETTEVILLE | AR | 72701 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $10,000 |
| AARP FOUNDATION | |||||||
| 601 E ST NW | WASHINGTON | DC | 20004 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 5506 W WALSH LN 212 | ROGERS | AR | 72758 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| AMERICAN FOLK ART MUSEUM | |||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 100236214 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $75,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| ARCARE FOUNDATION | |||||||
| 117 S 2ND ST | AUGUSTA | AR | 72006 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $50,000 |
| 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 |
| BENTONVILLE LIBRARY FOUNDATION | |||||||
| 405 S MAIN ST | BENTONVILLE | AR | 72712 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $50,000 |
| BENTONVILLE PUBLIC SCHOOLS FOUNDATION | |||||||
| 500 TIGER BLVD | BENTONVILLE | AR | 72712 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $5,000 |
| BOTANICAL GARDEN OF THE OZARKS | |||||||
| 4703 N CROSSOVER RD | FAYETTEVILLE | AR | 72703 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $8,000 |
| CHAMPIONS FOR KIDS | |||||||
| PO BOX 488 | FAYETTEVILLE | AR | 72701 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $50,000 |
| COMMUNITY CREATIVE CENTER | |||||||
| 505 W SPRING ST | FAYETTEVILLE | AR | 72701 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $1,000 |
| CRYSTAL BRIDGES | |||||||
| 600 MUSEUM WAY | BENTONVILLE | AR | 72712 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $35,000 |
| FAYETTEVILLE PUBLIC LIBRARY FOUNDATION | |||||||
| 401 W MOUNTAIN ST | FAYETTEVILLE | AR | 72701 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $10,000 |
| FAYETTEVILLE PUBLIC SCHOOL FOUNDATION | |||||||
| 300 S RAY AVE | FAYETTEVILLE | AR | 72701 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $5,000 |
| FIRST BAPTIST CHURCH | |||||||
| 3364 W PLEASANT GROVE RD | ROGERS | AR | 72758 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $100,000 |
| 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 |
| 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 |
| 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. | $20,000 |
| 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 |
| SAMARITAN COMMUNITY CENTER | |||||||
| 2910 S 8TH ST | ROGERS | AR | 72758 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $10,000 |
| SCHOOL FOR ADVANCED RESEARCH | |||||||
| 660 GARCIA ST | SANTA 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. | $82,500 |
| THE CLAIRE ELIZABETH DENNIS MEMORIAL FUND | |||||||
| 41 W PINNACLE DR | ROGERS | AR | 72758 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $100,000 |
| THEATRE SQUARED | |||||||
| PO BOX 4188 | FAYETTEVILLE | AR | 72702 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $105,000 |
| 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. | $2,510,000 |
| WALTON ARTS CENTER | |||||||
| PO BOX 3547 | FAYETTEVILLE | AR | 72702 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $249,000 |
| FCA - FELLOWSHIP OF CHRISTIAN ATHLETES NWA | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | 501(C)3 | PC | TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,531,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,402 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $785,119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $684,187 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $840,342 | ExclusionAmt |
| Related Or Exempt Function Incm | $684,187 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,524,529 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT AND REBECCA ALEXANDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $4,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,760 | Amt |
| Net Investment Income | $3,760 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BRIGHTHOUSE LIFE INSURANCE | AT COST | $16,000,000 | $21,849,850 |
| NEW EDGE 5500 (NATIONAL FINANCIAL SERVICES) | AT COST | $4,844,773 | $5,441,220 |
| NEW EDGE 5573 (NATIONAL FINANCIAL SERVICES) | AT COST | $15,518,149 | $15,706,638 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME (LOSS) | Desc |
| BOY Book Value | -$76,089 | BOYBookValueAmt |
| EOY Book Value | -$7,432 | EOYBookValueAmt |
| EOYFMV | -$7,432 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBIT TAX | CategoryTxt |
| Amt | $11,954 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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