2026-03-05T17:03:08-06:00 2025-12-31 843845802 PERITUM LLC 5519 HACKETT ST SPRINGDALE AR 727627051 990PF 2025-01-01 472311665 WHITAKER FAMILY FOUNDATION WHIT 4795711700 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 LARRY WHITAKER CHAIRMAN 4795711700 2026-03-02 1 STEVEN H BERTRAM P00626145 4794432705 2026-03-02 2025 2025-03-06 01:10:19Z X 26339050 X 1437151 2659 2659 2659 559499 559499 559499 2500379 10539186 2500379 6050 6050 6050 4505738 3068587 568208 41287 0 0 41287 40000 0 0 40000 130043 130043 0 0 118350 115192 0 3158 3994 3238 0 756 333674 248473 0 85201 1949476 1949476 2283150 248473 0 2034677 2222588 2820114 568208 260450 938921 938921 178 178 178 6932810 5609102 12672316 10602849 11468103 12727635 641930 2254288 0 18438039 20270592 26339050 390035 0 390035 0 X 18048004 20270592 18048004 20270592 18438039 20270592 18048004 2222588 0 20270592 0 20270592 AA 2025-01-24 2025-01-24 132 40 92 92 AAPL 2025-01-06 2025-08-04 44680 24740 19940 19940 ABNB 2025-02-13 2025-02-18 622 276 346 346 ADBE 2025-01-03 2025-03-14 144296 170427 -26131 -26131 AFRM 2025-02-06 2025-03-25 762 348 414 414 AGZ 2022-11-21 2025-04-11 54118 53217 901 901 ALL 2025-04-11 2025-07-24 50927 50008 919 919 ALSN 2024-12-30 2025-10-15 51007 58002 -6995 -6995 AMD 2025-02-04 2025-02-06 600 585 15 15 AMZN 2025-02-10 2025-04-15 2321 692 1629 1629 APP 2025-01-09 2025-05-28 262215 304832 -42617 -42617 ASML 2025-06-27 2025-06-27 1292 855 437 437 AVGO 2025-03-06 2025-04-07 3892 1967 1925 1925 BILL 2025-02-06 2025-02-10 18119 29088 -10969 -10969 BKNG 2025-03-14 2025-03-20 229904 194912 34992 34992 BOX 2024-10-15 2025-07-24 116395 113590 2805 2805 BRK/B 2025-04-11 2025-07-24 96605 104768 -8163 -8163 CMG 2025-02-04 2025-02-07 444 231 213 213 COIN 2025-01-03 2025-05-29 5162 2129 3033 3033 CRCL 2025-07-21 2025-07-28 1569 602 967 967 CRM 2025-02-26 2025-02-28 704 391 313 313 CRWD 2025-03-24 2025-03-28 513 385 128 128 CRWV 2025-08-18 2025-08-18 4048 1013 3035 3035 CVNA 2025-02-19 2025-02-24 4786 3259 1527 1527 DASH 2025-02-13 2025-02-13 1096 50 1046 1046 DBO 2024-10-03 2025-07-24 125014 132225 -7211 -7211 DBX 2024-12-30 2025-07-24 155104 168733 -13629 -13629 DECK 2025-02-03 2025-07-25 710569 1072600 -362031 -362031 DELL 2025-04-03 2025-04-07 556 2199 -1643 -1643 DFSD 2024-09-25 2025-04-11 99850 101209 -1359 -1359 DJT 2025-01-16 2025-01-16 193 86 107 107 DOCU 2025-03-13 2025-04-10 972 203 769 769 DPST 2025-01-13 2025-04-15 4417 1945 2472 2472 EA 2025-02-06 2025-02-02 324 33 291 291 EFG 2024-10-15 2025-02-10 74145 75580 -1435 -1435 ELF 2025-02-06 2025-02-10 11609 8191 3418 3418 EME 2016-05-03 2025-02-10 145277 14659 130618 130618 FICO 2025-06-03 2025-06-03 3663 3002 661 661 FLS 2024-12-30 2025-07-24 54320 57700 -3380 -3380 GDDY 2025-02-13 2025-02-18 764 544 220 220 GMED 2024-10-15 2025-07-24 53531 76972 -23441 -23441 GOOGL 2024-12-30 2025-04-04 141482 140410 1072 1072 H 2024-12-30 2025-07-24 152557 166351 -13794 -13794 HOOD 2025-03-17 2025-08-01 557 366 191 191 HYG 2024-10-04 2025-04-11 9615 9952 -337 -337 IBM 2025-01-31 2025-01-31 332 9 323 323 IEF 2024-09-25 2025-07-24 195709 203264 -7555 -7555 ILMN 2025-02-10 2025-02-10 806 581 225 225 INTC 2025-01-30 2025-02-03 522 124 398 398 ISRG 2025-01-27 2025-01-27 1213 381 832 832 KAI 2016-05-03 2025-02-10 55191 7332 47859 47859 KIE 2008-10-30 2025-02-10 133690 18960 114730 114730 KNF 2019-11-12 2025-02-10 23225 8132 15093 15093 LLY 2025-08-25 2025-08-15 508 191 317 317 LRCX 2025-01-31 2025-01-31 215 20 195 195 MBB 2022-11-21 2025-04-11 55033 55664 -631 -631 MELI 2025-03-28 2025-08-06 27567 17230 10337 10337 META 2025-01-15 2025-08-01 241791 191904 49887 49887 MMSI 2024-10-03 2025-07-24 97577 110872 -13295 -13295 MSFT 2025-01-16 2025-04-11 2276 1057 1219 1219 MSTR 2025-01-06 2025-04-15 1716280 1487993 228287 228287 MSTU 2025-01-13 2025-02-21 3611 3057 554 554 MSTX 2025-04-01 2025-04-07 205 202 3 3 MTCH 2025-02-06 2025-02-06 107 33 74 74 MU 2025-01-07 2025-04-03 104513 85457 19056 19056 MUSA 2020-05-14 2025-07-24 225311 50699 174612 174612 NET 2025-02-06 2025-02-10 1451 571 880 880 NFLX 2025-01-21 2025-07-21 119311 128562 -9251 -9251 NOW 2025-01-31 2025-04-15 417337 468897 -51560 -51560 NVDA 2025-01-06 2025-06-02 44561 33598 10963 10963 NVDU 2025-04-01 2025-04-02 189 158 31 31 NSPI 2025-02-03 2025-02-05 1170 676 494 494 PANW 2025-02-13 2025-02-18 1104 759 345 345 PATH 2025-03-12 2025-03-14 100 55 45 45 PINS 2025-02-10 2025-02-10 150 7 143 143 PLTR 2025-01-13 2025-06-24 2568 1249 1319 1319 PTIAX 2024-09-25 2025-04-11 89675 93943 -4268 -4268 QCOM 2025-02-06 2025-02-06 916 654 262 262 RCL 2025-06-04 2025-06-04 480 259 221 221 RDDT 2025-02-12 2025-04-10 3558 2646 912 912 REGN 2025-06-02 2025-06-02 1101 603 498 498 RH 2025-04-07 2025-04-07 823 752 71 71 SAIA 2020-11-23 2025-07-24 26409 14390 12019 12019 SFM 2024-10-03 2025-07-24 46561 31618 14943 14943 SFM 2021-03-26 2025-07-24 126122 20951 105171 105171 SMCI 2025-01-07 2025-03-26 38907 13799 25108 25108 SNOW 2025-06-04 2025-06-04 500 397 103 103 SOXL 2025-01-15 2025-04-04 9377 8615 762 762 SPOT 2025-03-25 2025-03-28 1472 1114 358 358 SPTL 2023-12-27 2025-07-24 93498 105624 -12126 -12126 SPTL 2024-09-25 2025-07-24 116903 127660 -10757 -10757 STX 2025-01-23 2025-01-23 294 51 243 243 TEAM 2025-01-30 2025-02-03 1664 940 724 724 TEM 2025-02-20 2025-02-20 611 331 280 280 TOST 2025-02-19 2025-02-21 378 133 245 245 TSLA 2025-01-06 2025-06-04 18441 8426 10015 10015 TTD 2025-02-12 2025-02-14 22407 38831 -16424 -16424 UAL 2025-01-21 2025-01-24 328 156 172 172 URI 2025-03-25 2025-03-25 154 136 18 18 UNH 2025-06-04 2025-06-04 298 185 113 113 VCSH 2022-11-21 2025-07-24 316976 308182 8794 8794 VGSH 2022-11-21 2025-07-24 234120 230936 3184 3184 VRT 2025-02-11 2025-02-27 19057 23128 -4071 -4071 VST 2025-03-28 2025-03-28 41 21 20 20 W 2025-08-05 2025-08-05 117 63 54 54 Z 2025-02-13 2025-02-13 684 252 432 432 ZM 2025-02-24 2025-02-28 496 220 276 276 VKTX 2025-07-28 2025-07-28 452 40 412 412 BKNG 2025-09-29 2025-10-21 199084 160216 38868 38868 CRCL 2025-10-10 2025-10-17 291 140 151 151 CRWV 2025-09-29 2025-12-02 15586 7990 7596 7596 DBO 2024-10-03 2025-12-24 54564 55006 -442 -442 DBO 2024-09-25 2025-12-24 43295 43649 -354 -354 DBO 2024-10-15 2025-12-24 25420 25631 -211 -211 DBO 2024-12-30 2025-12-24 6729 6784 -55 -55 HOOD 2025-10-01 2025-12-02 3098 2558 540 540 IBIT 2025-01-24 2025-12-24 124145 170140 -45995 -45995 IONQ 2025-10-10 2025-12-21 2187 2006 181 181 IVHIX 2024-01-01 2025-12-26 216275 222759 -6484 -6484 IVHIX 2025-01-01 2025-12-26 14128 14552 -424 -424 JOBY 2025-09-29 2025-10-03 164 40 124 124 META 2025-10-10 2025-11-14 4086 2408 1678 1678 NVDA 2025-10-10 2025-10-16 1599 876 723 723 OSMYX 2024-01-01 2025-12-26 108710 117797 -9087 -9087 OSMYX 2025-12-11 2025-12-26 22430 24305 -1875 -1875 PLTR 2025-09-29 2025-11-14 529 224 305 305 RDDT 2025-10-06 2025-10-09 826 170 656 656 RR 2025-10-10 2025-10-17 325 337 -12 -12 SFM 2024-10-03 2025-12-26 42901 59908 -17007 -17007 WMT 2017-01-23 2025-12-31 335 121 214 214 WMT 2016-10-15 2025-12-31 552693 22018 530675 530675 WMT 2014-12-17 2025-12-31 1608026 32442 1575584 1575584 DBO 2024-10-15 2025-12-24 4589 4613 -24 -24 2500379 -172709 39200 0 39200 0 39200 61480 0 0 0 61480 0 22280 0 22280 0 0 0 0 0 0 0 0 0 0 1 1 AR 1 0 0 0 0 1 WHITAKERFAMILYFOUNDATION.ORG LARRY WHITAKER 4795711700 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BUCK ORTEGA 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 SECRETARY TREAS 2.00 0 0 0 ALICIA WANTZ 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 CFO 10.00 41287 0 0 LARRY WHITAKER 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 CHAIRMAN 0.00 0 0 0 AMY WHITAKER 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 VICE PRESIDENT 0.00 0 0 0 EMILY ORTEGA 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 26591406 172871 0 26764277 0 0 26764277 401464 26362813 1318141 1318141 39200 39200 1278941 0 1278941 0 1278941 2034677 0 2034677 1278941 0 0 87165 157826 149516 653219 1047726 2034677 0 0 0 1278941 755736 0 0 1803462 0 0 0 0 0 0 87165 1716297 157826 149516 653219 755736 ALICIA WANTZ 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 4795711700 ALICIA@WHITAKERPROPERTIESLLLP.COM GRANTS TO ORGANIZATION BY WRITTEN REQUEST ONLY. SEE FOUNDATION WEBSITE AT WHITAKERFAMILYFOUNDATION.ORG FOR DETAILS. N/A N/A ARKANSAS CHILDREN'S HOSPITAL NORTHWEST 1 CHILDRENS WAY SLOT 661 LITTLE ROCK AR 72202 N/A PC ARKANSAS CHILDREN'S NORTHWEST EXPANSION 1017250 BARNABAS FOUNDATION PO BOX 609 BRANSON MO 65615 N/A PC THE CABIN PROJECT AT CAMP BARNABAS 204160 CIRCLE OF LIFE 901 JONES ROAD SPRINGDALE AR 72762 N/A PC CENTER FOR IN-HOME CARE, EXPANDING THE CIRCLE CAMPAIGN 195905 RIVER VALLEY FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 2521 FORT SMITH AR 72902 N/A PC 2024 ANNUAL PRESENTING SPONSORSHIP 50192 SAFE HAVEN MINISTRIES INC 1157 SOUTH ROGERS ST CLARKSVILLE AR 72830 N/A PC ENDOWMENT TO SUPPORT CONTINUING OPERATIONS 25000 COMPASSION MINISTRIES LTD DBA COMPASSION HOUSE PO BOX 1876 SPRINGDALE AR 72765 N/A PC SUPPORT FUNDING FOR STRONGER TOGETHER: HEALING, LEARING, & SUPPORT PROJECT 40548 THE CALL IN CRAWFORD & SEBASTIAN COUNTIES 401 N GREENWOOD AVE FORT SMITH AR 72903 N/A PC SUPPORT THE FAMILIES IN CRISIS PROJECT 110000 FISHING FOR THE FIGHT PO BOX 1038 PINEDALE WY 82941 N/A PC 2025 FUND A NEED 10000 NEW LIFE RANCH 160 NEW LIFE RAHC RD COLCORD OK 74338 N/A PC NEW LIFE RANCH AND THE GENERATIONS CAPITAL CAMPAIGN - PHASE 1 250000 DDX3X FOUNDATION 1000 N WEST STREET SUITE 900 WILMINGTON DE 19801 N/A PC 2025 DDX3X FAMILY FUN WEEKEND AT CHASTAIN FARMS AND 5K RACE 10000 HOME FOR DINNER PO BOX 657 ROGERS AR 72758 N/A PC HOME FOR DINNER SCHOLARSHIPS & FOOD PANTRY SERVICES TO VETERANS/MILITARY 36421 1949476 0 14 2659 14 559499 14 2500379 CAPITAL GAIN DISTRIBUTION 14 25669 SEC 1256 CONTRACTS AND STRADDLE 18 -19643 SUBSTITUTE PAYMENT IN LIEU OF DIVIDENDS 14 24 0 3068587 0 3068587 11A INVESTMENT ACTIVITY FROM BROKERAGE ACCOUNT 11B INVESTMENT ACTIVITY FROM BROKERAGE ACCOUNT INCLUDING PTP K-1 0 0 0 0 0 0 0 0 0 0 X X 1 L PAULINE WHITAKER CLAT II 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 500200 X X 2 L PAULINE WHITAKER CLAT III 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 525480 X X 3 L PAULINE WHITAKER CLAT IV 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 256000 X X 4 WHITAKER CLT TRUST 12 W DICKSON ST 1383 FAYETTEVILLE AR 72701 155471 X X 1 875 SH EFA, 85 SH VOT, 155 SH XLE, 60 SH VB, 765 SH DVY, 200 SH ORCL, 260 SH IAU, 467 SH TRV, 480 SH 500187 2025-06-06 2 670 SH JPM, 290 SH KAI, 515 SH EME 525480 2025-06-06 3 2600 SH WMT 254696 2025-06-05 4 185 SH VOO, 600 SH XLC 154672 2025-03-20 ACCOUNTING FEES 40000 0 0 40000 ACM 19958 23356 AMG 117000 178734 APPL 176797 248752 AXS 108304 136004 CASY 24404 75721 EME 252120 315072 FICO 23082 67625 GOOGL 168115 273562 KAI 95081 82656 META 151372 153141 PFGC 114250 121392 PH 31337 87017 PSTG 112091 118943 RL 113156 173269 TRV 137765 187669 UNM 54907 58125 WMT 3618418 10026900 GL 77733 89510 JPM 178280 215887 ORCL 34932 38981 AGG AT COST 747442 766579 AGZ AT COST 220843 228769 DBLTX AT COST 859916 852507 DFCEX AT COST 122345 149420 DFSD AT COST 815167 820425 EFG AT COST 471940 491451 EFV AT COST 386184 529077 EPI AT COST 109585 114336 FBNDX AT COST 793743 813748 GLD AT COST 437443 770030 HYG AT COST 213214 228102 IEF AT COST 460660 461760 IUSV AT COST 55904 74854 IVV AT COST 393769 496582 IXN AT COST 537314 811440 MBB AT COST 243994 250429 MINIX AT COST 21478 26253 PTIAX AT COST 1629338 1635176 VCSH AT COST 520978 553247 VFLEX AT COST 288760 294541 VTI AT COST 302342 417411 VWO AT COST 52335 60749 XKL AT COST 99164 120935 DFAPX AT COST 563842 568728 DFIS AT COST 113989 123261 DVY AT COST 100674 107972 EFA AT COST 78540 84026 XLE AT COST 12936 13860 XCL AT COST 58293 70632 VOO AT COST 96379 116019 VOT AT COST 23336 23727 VB AT COST 13964 15477 TLT AT COST 456950 463168 IAU AT COST 16242 21104 FT VEST HEDGED EQUITY INCOME - SERIES B1 AT COST 54860 53800 FT VEST HEDGED EQUITY INCOME - SERIES A4 AT COST 94240 98040 SUSPENSE - DEFERRED GAIN/LOSS 641930 2254288 INVESTMENT EXPENSE 1512 1512 0 0 WEBSITE AND COMPUTER 669 0 0 669 PAYROLL PROCESSING 60 0 0 60 MARGIN INTEREST 1358 1358 0 0 LATE FEE 27 0 0 27 BANK CHARGE 368 368 0 0 CAPITAL GAIN DISTRIBUTION 25669 25669 25669 SEC 1256 CONTRACTS AND STRADDLE -19643 -19643 -19643 SUBSTITUTE PAYMENT IN LIEU OF DIVIDENDS 24 24 24 STOCK OPTIONS 390035 0 INVESTMENT MANAGEMENT FEES 130043 130043 0 0 FOREIGN TAX 3307 3307 0 0 PAYROLL TAX 3158 0 0 3158 2024 ADDITIONAL INVESTMENT INCOME TAX 50405 50405 0 0 2025 ESTIMATED INVESTMENT INCOME TAX 61480 61480 0 0