2025-11-06T09:14:49-06:00 2024-12-31 480863477 STAFFORD & WESTERVELT CHARTERED 800 N 20TH PL ROGERS AR 72756 990PF 2024-01-01 862157589 BECKY AND BOB ALEXANDER CHARITABLE FOUNDATION BECK 4794260602 22 W WIMBLEDON WAY ROGERS AR 72758 REBECCA ALEXANDER PRESIDENT 4794260602 2025-11-06 1 1 MICHAEL K STAFFORDCPA P00527900 4796311655 2025-11-06 2024 2025-03-06 01:10:19Z X 46007113 X 4000000 18402 18402 785119 785119 721008 6870296 721008 5524529 1524529 0 0 0 3760 3760 0 11954 0 0 15714 3760 0 3531000 3531000 3546714 3760 3531000 1977815 1520769 2654709 3016837 3016837 34815892 36362922 42997708 -76089 -7432 -7432 37394512 39372327 46007113 0 0 X 0 0 0 0 37394512 39372327 37394512 39372327 37394512 39372327 37394512 1977815 0 39372327 0 39372327 56.00 FIRST TRUST DOW JONES INTERNET INDEX P 11458 7786 3672 3672 1386.00 FIRST TRUST HEALTH CARE ALPHADEX P 153553 143001 10552 10552 2391.00 FIRST TRUST LARGE CAP GR ALPHADEX FUND P 309133 220826 88307 88307 396.00 FIRST TRUST NASDAQ TECH DIV ETF P 27507 19281 8226 8226 3048.00 FIRST TRUST RISING DIVIDEND ACHIEVERS ETF P 179248 128417 50831 50831 3249.00 FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY P 93928 104858 -10930 -10930 4426.00 FIRST TR EXCHANGE TRADED FD VI FIRST TRUST NASDAQ BANK P 112552 117129 -4577 -4577 5827.00 FIRST TRUST TCW OPPOTUNISTIC FIXED INCOME P 251555 259872 -8317 -8317 3587.00 FIRST TRUST NASDAQ OIL & GAS P 110286 99825 10461 10461 4906.00 FIRST TR EXCHANGE TRADED FD IV LONG DURATION OPPORTUNITY P 106703 108600 -1897 -1897 13400.00 FIRST TR ENHANCED SHORT MATURITY P 799979 803329 -3350 -3350 297383.00 FT UNIT 10917 CBOE VEST LARGE CAP DEEP BUFFERED 30 PORT SER 12 AT P 3406582 3000000 406582 406582 126.00 FIRST TRUST NASDAQ 100 TECHNOLOGY INDEX P 23200 18211 4989 4989 3502.00 FIRST TR MORNINGSTAR DIVID LEADERS INDEX P 133531 114025 19506 19506 1000000.00 UBS NDX SPY 10/6/2028 P 1110000 1000000 110000 110000 49.00 FIRST TRUST INTERMEDIATE DURATION INVT GR ETF P 1052 1002 50 50 51.00 FIRST TR LONG/SHORT EQUITY P 3208 3126 82 82 CAPITAL GAINS DIVIDENDS P 36821 36821 36821 721008 21139 0 21139 0 21139 8960 0 0 0 8960 239 12418 0 0 0 0 0 0 0 0 0 0 1 1 AR 1 0 0 0 0 1 N/A THE FOUNDATION 4794260602 22 W WIMBLEDON WAY ROGERS AR 72758 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 THE FOUNDATION SUPPORTS OTHER 501(C)3 ORGANIZATIONS THROUGH MONETARY DONATIONS TO ASSIST WITH ONGOING CHARITABLE ACTIVITIES PROVIDED BY SAID ORGANIZATIONS. 3760 0 40280732 2835775 0 43116507 0 0 43116507 646748 42469759 2123488 2123488 21139 21139 2102349 0 2102349 0 2102349 3531000 0 3531000 2102349 0 0 572957 605035 47908 1225900 3531000 0 0 0 2102349 1428651 0 0 2654551 0 0 0 0 0 0 0 2654551 572957 605035 47908 1428651 X 7HILLS HOMELESS SHELTER 1519 S SCHOOL FAYETTEVILLE AR 72701 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 10000 AARP FOUNDATION 601 E ST NW WASHINGTON DC 20004 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 ALZHEIMER'S ASSOCIATION 5506 W WALSH LN 212 ROGERS AR 72758 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 AMERICAN FOLK ART MUSEUM 2 LINCOLN SQUARE NEW YORK NY 100236214 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 75000 AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 ARCARE FOUNDATION 117 S 2ND ST AUGUSTA AR 72006 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 50000 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. 1000 ARKANSAS BAPTIST CHILDREN'S HOME 10 REMINGTON DR LITTLE ROCK AR 72204 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 BENTONVILLE LIBRARY FOUNDATION 405 S MAIN ST BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 50000 BENTONVILLE PUBLIC SCHOOLS FOUNDATION 500 TIGER BLVD BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 5000 BOTANICAL GARDEN OF THE OZARKS 4703 N CROSSOVER RD FAYETTEVILLE AR 72703 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 8000 CHAMPIONS FOR KIDS PO BOX 488 FAYETTEVILLE AR 72701 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 50000 COMMUNITY CREATIVE CENTER 505 W SPRING ST FAYETTEVILLE AR 72701 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 CRYSTAL BRIDGES 600 MUSEUM WAY BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 35000 FAYETTEVILLE PUBLIC LIBRARY FOUNDATION 401 W MOUNTAIN ST FAYETTEVILLE AR 72701 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 10000 FAYETTEVILLE PUBLIC SCHOOL FOUNDATION 300 S RAY AVE FAYETTEVILLE AR 72701 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 5000 FIRST BAPTIST CHURCH 3364 W PLEASANT GROVE RD ROGERS AR 72758 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 100000 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. 1000 GUIDELINES INTERNATIONAL MINISTRIES 26161 MARQUERITE PARKWAY STE F MISSION VIEJO CA 92692 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 HISTORIC ARKANSAS MUSEUM 200 E 3RD ST LITTLE ROCK AR 722011608 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 KUAF 1295 S RAZORBACK RD STE A FAYETTEVILLE AR 72701 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 5000 MUSEUM OF NATIVE AMERICAN HISTORY 202 SW O ST BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 8000 NWA FOOD BANK 1378 JUNE SELF DR SPINGDALE AR 72764 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 5000 NWACC FOUNDATION 1 COLLEGE DR BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 PEEL COMPTON FOUNDATION 312 N MAIN ST BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 20000 ROGERS MUSEUM FOUNDATION PO BOX 1200 ROGERS AR 72757 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 SAM MOORE EVANGELISTIC MINISTRIES 1901 SW PINE AVE BENTONVILLE AR 72713 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 2500 SAMARITAN COMMUNITY CENTER 2910 S 8TH ST ROGERS AR 72758 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 10000 SCHOOL FOR ADVANCED RESEARCH 660 GARCIA ST SANTA FE NM 87505 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 5000 SONA PO BOX 1243 FAYETTEVILLE AR 72702 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 82500 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. 100000 THEATRE SQUARED PO BOX 4188 FAYETTEVILLE AR 72702 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 105000 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. 2510000 WALTON ARTS CENTER PO BOX 3547 FAYETTEVILLE AR 72702 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 249000 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. 20000 3531000 0 14 18402 14 785119 14 36821 684187 0 840342 684187 1524529 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. 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT AND REBECCA ALEXANDER 22 W WIMBLEDON WAY ROGERS AR 72758 4000000 X TAX PREPARATION 3760 3760 0 BRIGHTHOUSE LIFE INSURANCE AT COST 16000000 21849850 NEW EDGE 5500 (NATIONAL FINANCIAL SERVICES) AT COST 4844773 5441220 NEW EDGE 5573 (NATIONAL FINANCIAL SERVICES) AT COST 15518149 15706638 ACCRUED INCOME (LOSS) -76089 -7432 -7432 UBIT TAX 11954 0 0