2025-11-14T06:23:56-08:00 2024-12-31 860695808 Stanley F Carpenter P C 4455 E Broadway Rd Ste 108 Mesa AZ 85206 990PF 2024-01-01 742395114 WILLIAM A BARLOCKER FOUNDATION WILL 4806263880 841 S 54TH CIR MESA AZ 85206 NATHAN W SMITH Chairman 2025-11-14 true true STANLEY F CARPENTER P00068701 4803962428 2024 2025-03-06 01:10:19Z X 314305 X X 110 110 110 9504 9504 9504 3688 101036 3688 1449 13302 13302 11063 1500 1500 1500 1058 1058 1058 84 84 84 2642 2642 2642 0 13807 13807 16449 2642 2642 13807 -3147 10660 8421 10000 15262 15262 269053 260644 299043 279053 275906 314305 0 X 279053 275906 279053 275906 279053 275906 279053 -3147 275906 275906 646 VANGUARD MALVERN FDS P 2023-10-18 2024-03-28 30943 30348 595 595 3 AFLAC P 2023-06-23 2024-03-28 254 202 52 52 3 ARCHER DANIELSMIDLD P 2024-03-28 2024-07-29 192 189 3 3 1 BROWN & BROWN INC P 2023-10-18 2024-03-28 88 69 19 19 1 BECTON DICKINSON CO P 2023-10-18 2024-07-29 238 261 -23 -23 10 CLOROX CO P 2024-03-28 2024-07-29 1349 1529 -180 -180 227 VANGUARD TOTAL BND P 2023-08-08 2024-03-28 16488 15545 943 943 254 VANGUARD SHORT-TERM TREASURY ETF P 2023-08-08 2024-03-28 14750 14582 168 168 70 KENVUE INC P 2024-03-28 2024-07-29 1319 1501 -182 -182 4 MC CORMICK P 2023-06-23 2024-03-28 308 375 -67 -67 2 NORDSON CORP P 2023-06-23 2024-03-28 549 471 78 78 2 NUCOR CORPORATION P 2023-06-23 2024-03-28 396 308 88 88 SOLVENTUM CORP P 2023-10-18 2024-04-04 33 28 5 5 5 J M SMUCKER CO P 2023-06-23 2024-07-29 599 612 -13 -13 15 STANLEY BLACK & DECKER P 2024-03-28 2024-12-06 1264 1462 -198 -198 2 SYSCO CORP P 2023-10-18 2024-07-29 147 131 16 16 3 3M COMPANY P 2023-10-18 2024-03-28 319 266 53 53 3 ABBOTT LABS P 2022-12-22 2024-03-28 339 322 17 17 1 AIR PRODUCTS & CHEM P 2022-08-16 2024-01-08 269 273 -4 -4 4 ABBVIE INC P 2022-08-16 2024-03-28 684 573 111 111 21 ARCHER DANIELS MIDLD P 2022-08-16 2024-07-29 1343 1818 -475 -475 21 BROWN & BROWN INC P 2022-12-22 2024-03-28 1838 1186 652 652 5 BECTON DICKINSON CO P 2022-12-22 2024-07-29 1188 1261 -73 -73 4 CARDINAL HEALTH INC P 2022-11-17 2024-03-28 440 305 135 135 1 CHEVRON CORP P 2022-08-16 2024-03-28 158 157 1 1 3 CATERPILLAR P 2022-08-16 2024-03-28 1021 592 429 429 5 CINN FINCL CRP P 2022-08-16 2024-03-28 602 527 75 75 1 CINTAS CORP P 2022-08-16 2024-03-28 683 438 245 245 2 COCA COLA P 2022-12-22 2024-03-28 122 127 -5 -5 3 COLGATE PALMOLIVE P 2022-12-22 2024-03-28 270 237 33 33 4 DOVER CORP P 2022-08-16 2024-03-28 711 566 145 145 1 ESSEX PPTY TR P 2022-12-22 2024-03-28 245 208 37 37 4 EXXON MOBIL CORP P 2022-08-16 2024-03-28 448 368 80 80 4 EMERSON ELEC P 2022-08-16 2024-03-28 453 359 94 94 2 FEDERAL REALTY INVT P 2022-12-22 2024-03-28 205 200 5 5 30 ISHARES CORE US AGGREGATE BOND ETF P 2022-11-17 2024-03-28 2938 2911 27 27 42 VANGUARD FTSE DEVELOPED MARKETS ETF P 2022-12-22 2024-03-28 2085 1754 331 331 2 GENL DYNAMICS CORP P 2022-08-16 2024-03-28 566 484 82 82 11 GENUINE PARTS CO P 2022-08-16 2024-07-29 1581 1760 -179 -179 7 ILLINOIS TOOL WORKS P 2022-08-16 2024-03-28 1881 1515 366 366 4 IBM P 2022-08-16 2024-03-28 732 548 184 184 11 JOHNSON AND JOHNSON COM P 2022-08-16 2024-12-06 1656 1846 -190 -190 2 LINDE PLC P 2022-08-16 2024-03-28 869 624 245 245 2 LOWES CO P 2022-08-16 1964-03-28 510 431 79 79 3 MEDTRONICS P 2022-12-22 2024-03-28 261 229 32 32 2 MCDONALDS CORP P 2022-08-16 2024-03-28 570 533 37 37 4 NEXTERA ENERGY INC P 2022-12-22 2024-03-28 253 332 -79 -79 2 PPG INDUSTRIES INC P 2022-12-22 2024-03-28 290 249 41 41 10 PEPSICO INC P 2022-08-16 2024-12-06 1609 1806 -197 -197 1 PROCTOR & GAMBLE CO P 2022-12-22 2024-03-28 162 151 11 11 3 REALTY INCM CRP P 2022-12-22 2024-01-08 178 190 -12 -12 8 J M SMUCKER CO P 2023-06-23 2024-07-29 947 1206 -259 -259 5 SMITH A O CORP P 2022-12-22 2024-03-28 425 280 145 145 21 SYSCO CORP P 2022-08-16 2024-07-29 1560 1796 -236 -236 4 TARGET CORP P 2022-12-22 2024-03-28 671 561 110 110 9 WALMART P 2022-08-16 2024-03-28 641 514 127 127 1 WEST PAHARMACTL SVCS P 2022-12-22 2024-03-28 396 232 164 164 3688 1449 148 148 148 148 0 false false false false false false false true true AZ true false false false false true N/A NATHAN SMITH 4806263880 841 S 54TH CIR MESA AZ 85206 false false false false false false false false false false false false false false false false false false false false false false NATHAN SMITH 841 S 54TH CIR MESA AZ 85206 Chairman 0.00 0 NONE NONE SCHOOL SCHOLARSHIPS AWARDED TO STUDENTS MEETING PREDETERMINED QUALIFICATIONS. SEE ATTACHED LISTING OF STUDENT RECIPIENTS. 0 265000 7500 0 272500 0 272500 4088 268412 13421 13421 148 148 13273 13273 13273 13807 13807 13273 1043 13807 1043 0 12764 509 NATHAN SMITH 841 S 54TH CIR MESA AZ 85206 4806263880 NATHAN@BHN.US GRADES, FINANCIAL NEED, YEAR IN SCHOOL AUGUST 1, DECEMBER 31 NONE SHAYLEE TERRY 510 N 100 EAST KANAB UT 84741 2ND COUSIN (1R) TUITION 900 HEIDI BARLOCKER 1849 N FREEDOM BLVD APT 3 PROVO UT 84604 2ND COUSIN (1R) TUITION 500 MARK J BARLOCKER 1849 N FREEDOM BLVD APT 3 PROVO UT 84604 2NS COUSIN (1R) TUITION 400 KIERA M NIELSON 1182 S 400 WEST HURRICANE UT 84767 1ST COUSIN TUITION 500 JORDAN G SMITH 841 S 54TH CIR MESA AZ 85206 BROTHER TUITION 795 SYDNEE R MUIR 5152 W WOODSMERE LN HERIMAN UT 84096 2ND COUSIN (1R) TUITION 900 JONATHAN BRAVO 841 S 54TH CIR MESA AZ 85206 2ND COUSIN (1R) TUITION 900 EMILIE L CHRISTENSEN 2352 COVEY LN SANTA CLARA UT 84765 2ND COUSIN (1R) TUITION 400 DESTINY R ROMERO 141 E 700 N 27 PROVO UT 84606 1ST COUSIN TUITION 900 EMMA ANDERSON 841 S 54TH CIR MESA AZ 85206 2ND COUSIN (1R) TUITION 900 DAVID LEISHMAN JR 841 S 54TH CIR MESA AZ 85206 2ND COUSIN (1R) TUITION 900 CALEB WADSWORTH 3895 S HARMON RD FALLON NV 89406 2ND COUSIN (1R) TUITION 900 KATELYNN HUMPHRIES 841 S 54TH CIR MESA AZ 85206 2ND COUSIN (IR) TUITION 400 JOHN MCCANN 841 S 54TH CIR MESA AZ 85206 2ND COUSIN (1R) TUITION 400 TRINITY M CAUDLE 6130 SE 128TH AVE APT B PORTLAND OR 97236 2ND COUSIN (1R) TUITION 900 MEGAN OLSON 841 S 54TH CIR MESA AZ 85206 2ND COUSIN (IR) TUITION 306 KIDD D HANSEN 9850 ROLLING MEADOWS LN PRUNEDALE CA 93907 1ST COUSIN TUITION 900 WHITNEY GUINN 556 W 800 NORTH 7 PROVO UT 84604 2ND COUSIN (1R) TUITION 900 MARIN TERRY DOBSON 510 N 100 EAST KANAB UT 84741 2ND COUSIN (1R) TUITION 400 HERBERT WILLIAMS 2749 N ALMOND RD MESA AZ 85206 2ND COUSIN (IR) TUITION 706 13807 110 9504 3688 13302 13302 false false false false false false false false false false STANLEY F CARPENTER PC 1500 1500 1500 0 ADVISOR FEES-MERRILL 1058 1058 1058 0 THE ACCOUNTING FIRM HAD A MIX UP AND THE EXTENSION WAS NEVER SENT. US TREASURY 84 84 84