2024-05-15T15:41:13-05:00 2023-06-30 480863477 STAFFORD & WESTERVELT CHARTERED 800 N 20TH PL ROGERS AR 72756 990PF 2022-07-01 461620316 BOGLE FAMILY FOUNDATION BOGL 4793815022 508 N MAIN ST BENTONVILLE AR 72712 DAVID BOGLE PRESIDENT 4793815022 2024-05-14 1 DAVID BOGLE XXX-XX-XXXX 0 MICHAEL K STAFFORDCPA P00527900 4796311655 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 3452357 X X 101997 101997 111923 111923 -66161 8901510 0 147759 213920 0 0 0 1761 1761 0 47382 47382 0 2260 2260 0 51403 51403 0 7191355 7191355 7242758 51403 7191355 -7094999 162517 -1 -1 248697 2804019 2804019 9210 6951 6951 10288171 593436 594714 0 46674 46674 10546078 3451079 3452357 0 0 X 0 0 0 0 10546078 3451079 10546078 3451079 10546078 3451079 10546078 -7094999 0 3451079 0 3451079 ARVEST BANK TRUST XXX-XX-XXXX 586909 559839 27070 27070 ARVEST BANK TRUST XXX-XX-XXXX 4044353 3404372 639981 639981 ABG BOND FUND 4124864 4796727 -671863 -671863 ABG BOND FUND 2022-05-02 2022-11-21 115227 121952 -6725 -6725 COMMON TRUST FUND 9642 -9642 -9642 COMMON TRUST FUND 46105 -46105 -46105 MANAGED PORTFOLIO SER NUANCE MID Z P 2021-01-20 2023-06-01 21630 25537 -3907 -3907 MANAGED PORTFOLIO SER NUANCE MID Z P 2022-09-16 2023-06-01 3399 3497 -98 -98 CAPITAL GAINS DIVIDENDS P 5128 5128 5128 -66161 2259 0 2259 0 2259 9210 0 0 0 9210 0 6951 6951 0 0 0 0 0 0 0 0 0 0 0 1 1 AR 1 0 0 0 0 1 N/A THE FOUNDATION 4793815022 508 N MAIN ST BENTONVILLE AR 72712 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REBECCA BOGLE ALEXANDER 22 W WIMBLEDON WAY ROGERS AR 727581408 SECRETARY 0.50 0 0 0 DAVID BOGLE 508 N MAIN ST BENTONVILLE AR 72712 PRESIDENT 0.10 0 0 0 LESLIE ANN BOGLE MCKENZIE 2201 NW VASSAR CT BENTONVILLE AR 72712 TREASURER 0.10 0 0 0 NONE 0 NONE 0 0 5233433 1526358 0 6759791 0 0 6759791 101397 6658394 332920 332920 2259 2259 330661 0 330661 0 330661 7191355 0 7191355 330661 440587 0 0 7191355 440587 0 0 330661 6420107 0 0 6420107 0 0 0 0 0 0 0 6420107 6420107 X ARCARE PO BOX 497 AUGUSTA AR 72006 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 100000 ARKANSAS CHILDREN'S HOSPITAL FOUNDATION 800 MARSHALL ST SLOT 661 LITTLE ROCK AR 72202 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 20000 BENTONVILLE LIBRARY FOUNDATION 405 S MAIN ST BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 BENTONVILLE PUBLIC SCHOOLS FOUNDATION 500 TIGER BLVD BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 6000 BOYS & GIRLS CLUB OF BENTON COUNTY PO BOX 448 BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 MUSEUM OF NATIVE AMERICAN HISTORY 202 SW O ST BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 146000 OPEN AVENUES 2202 N 24TH ST ROGERS AR 72756 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 4000 PEEL COMPTON FOUNDATION 312 N MAIN ST BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 20000 WOMEN'S GIVING CIRCLE 311 UNIVERSITY HOUSE FAYETTEVILLE AR 72201 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 RAY OF SUNSHINE FOUNDATION 3400 N WOODS LN ROGERS AR 72756 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 1000 NWA FOOD BANK 1378 JUNE SELF DR SPRINGDALE AR 72764 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 30000 NWA CHILDREN'S SHELTER 860 NW VAUGHN RD BENTONVILLE AR 72713 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 30000 NWA WOMEN'S SHELTER 1622 S 8TH ST ROGERS AR 72756 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 30000 MEW CAT RESCUE PO BOX 2311 BENTONVILLE AR 72712 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 30000 AR ADVOCATES FOR CHILDREN & FAMILIES 2113 LITTLE FLOCK DR LITTLE FLOCK AR 72756 501(C)3 PC TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 30000 THE BOZIE FOUNDATION 2201 NW VASSAR CT BENTONVILLE AR 72712 PRIVATE FOUNDATION PF TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 3378287 THE BECKY AND BOB ALEXANDER CHARITABLE FOUNDATION 22 W WIMBLEDON WAY ROGERS AR 72758 PRIVATE FOUNDATION PF TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY. 3363068 7191355 0 14 101997 14 111923 14 5128 -71289 0 219048 -71289 147759 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 LEGAL AND ACCOUNTING 1761 1761 0 ARVEST ASSET MANAGEMENT AT COST 593436 594714 ACCRUALS 0 46674 46674 TRUSTEE FEES 47382 47382 0 UBIT 2260 2260 0