2024-06-19T11:38:43-05:00 2023-12-31 480573184 REGIER CARR & MONROE LLP CPA'S 4801 E BROADWAY BLVD SUITE 501 TUCSON AZ 85711 990PF 2023-01-01 860994651 SOUTHWEST STOCKHAM FOUNDATION INC C/O CHARLES STIRTON ESQ SOUT 5202963985 800 N SWAN ROAD SUITE 110 TUCSON AZ 85711 ROBERT MCDOUGALD SECRETARY 5202963985 2024-05-02 1 ROBERT MCDOUGALD 999009999 0 NICOLE L SULLIVAN CPA P01237000 5206248229 2024-05-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 620649 X X 17943 17943 11834 75417 11834 29777 29777 3000 1500 1500 10306 5153 5153 2175 1088 1088 4704 4704 0 407 407 0 1342 0 1342 21934 12852 9083 16000 16000 37934 12852 25083 -8157 16925 20345 26330 26330 629 626 629 629 303853 283730 380245 139526 139526 127145 65415 72893 84300 3500 2000 2000 533265 525108 620649 0 0 X 0 0 0 0 533265 525108 533265 525108 533265 525108 533265 -8157 0 525108 0 525108 MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX 2022-06-28 2023-01-05 1172 1192 -20 -20 MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX 2022-06-28 2023-04-19 373 363 10 10 MFB NORTHERN FDS STK INDEX FD 2022-12-15 2023-04-19 5824 5455 369 369 MFB NORTHN INTL EQTY INDEX FD 2023-01-05 2023-06-20 3780 3406 374 374 MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX 2023-11-20 2023-04-19 2783 3009 -226 -226 MFB NORTHN FDS SMALL CAP INDEX FD 2023-11-20 2022-12-15 683 662 21 21 MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX 2023-01-05 8917 9333 -416 -416 MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX 2023-04-19 2662 2537 125 125 MFB NORTHERN FDS STK INDEX FD 2020-06-05 2023-04-19 5232 4347 885 885 MFB NORTHERN INTL EQTY INDEX FD 2023-06-20 5832 5501 331 331 MFB NORTHERN FDS STK INDEX FD 2018-12-20 2023-06-20 3949 2403 1546 1546 MFO DFA INTL SMALL CO PORTFOLIO FUND 2019-08-21 2023-06-21 3293 3000 293 293 MFO DFA INTL SMALL CO PORTFOLIO FUND 2017-06-13 2023-11-20 418 462 -44 -44 MFB NORTHN INTL EQTY INDEX FD 2018-08-28 2023-11-20 2898 2739 159 159 MFB NORTHN FDS SMALL CAP INDEX FD 2023-11-20 13370 15063 -1693 -1693 MFB NORTHERN FDS STK INDEX FD 2023-11-20 5479 4111 1368 1368 CAPITAL GAINS DIVIDENDS P 8752 8752 8752 11834 235 0 235 0 235 405 0 0 0 405 0 170 170 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A CHARLES STIRTON ESQ 5202963985 800 N SWAN RD SUITE 110 TUCSON AZ 85711 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEVI MCCABE 800 N SWAN ROAD SUITE 110 TUCSON AZ 85711 DIRECTOR 1.00 0 0 0 GLEN S SIMPSON 800 N SWAN ROAD SUITE 110 TUCSON AZ 85711 PRESIDENT/DIRECTOR 1.00 3000 0 0 ROBERT EDWARD MCDOUGALD 800 N SWAN ROAD SUITE 110 TUCSON AZ 85711 SECRETARY/DIRECTOR 1.00 0 0 0 KERI L MILLER 800 N SWAN ROAD SUITE 110 TUCSON AZ 85711 VICE-PRESIDENT/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 DONATE FUNDS TO OTHER CHARITABLE ORGANIZATIONS 0 0 567987 23223 0 591210 0 0 591210 8868 582342 29117 29117 235 235 28882 0 28882 0 28882 25083 0 25083 28882 1938 0 0 25083 1938 0 0 23145 0 0 0 0 0 0 0 0 5737 0 0 0 X ARIZONA AUTISM UNITED INC 5025 E WASHINGTON ST 212 PHOENIX AZ 85034 PUBLIC CHARITY TO ASSIST WITH GENERAL OPERATIONS 4000 BLUE RIDGE FOOD BANK 96 LAUREL HILL ROAD VERONA VA 24482 PUBLIC CHARITY TO PROVIDE FOOD TO THE HUNGRY 2000 DEPARTMENT OF DRAMA DANCE PROGRAM UNIVERSITY OF VIRGINIA PO BOX 400801 CHARLOTTESVILLE VA 229044801 PUBLIC CHARITY TO SPONSOR SCHOLARSHIPS 2000 HANDIDOGS INC 4500 EAST SPEEDWAY SUITE 112 TUCSON AZ 85712 PUBLIC CHARITY TO ASSIST DISABLED INDIVIDUALS IN TRAINING THEIR OWN SERVICE DOGS 2000 MOBILE MEALS OF TUCSON INC 3003 SOUTH COUNTRY CLUB ROAD SUITE 229 TUCSON AZ 85711 PUBLIC CHARITY TO DELIVER SPECIAL DIET MEALS TO HOMEBOUND INDIVIDUALS 2000 UNIVERSITY OF ARIZONA FOUNDATION 888 NORTH EUCLID ROOM 203 TUCSON AZ 857210158 PUBLIC CHARITY TO SPONSOR SCHOLARSHIPS 4000 16000 0 14 17943 18 11834 0 29777 0 29777 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2175 1088 1088 MFB NORTHERN FDS BD INDEX FD 57877 53048 MFB NORTHERN HIGH YIELD FIXED INCOME FUND 70598 63775 MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION 11051 10322 APPLE INC COM STK 124 4813 HOME DEPOT INC 667 5198 MFB NORTHERN FUNDS STK INDEX FD 136250 206349 NIKE INC CL B 511 3474 MFB NORTHERN EQUITY INDEX FUNDS MID CAP INDEX 21350 22866 MFB NORTHERN FUNDS SMALL CAP INDEX FD 14440 15753 NORTHERN FUNDS SM CAP CORE FD CL K 4190 6809 MFB NORTHERN EQUITY INDEX FUNDS INTL EQT INDEX 69711 79987 MFO DFA INTL SMALL CO PORTFOLIO FUND 11962 11971 MFB NORTHERN FUNDS EMERGING MARKETS EQUITY INDEX 24525 23025 MFC FLEXHSARES TR STOXX GLOBAL BROAD INFRASTRUCTURE AT COST 13325 14713 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX AT COST 16753 15287 MFC FLEXSHARES TR MORNINGSTAR GLOBAL AT COST 36868 48157 MFC FLEXSHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF (USHY) AT COST 5947 6143 LEGAL FEES 10306 5153 5153 DUE FROM GLENN SIMPSON 3500 2000 2000 BOARD MEETINGS 1342 0 1342 TRUSTEE FEES-NORTHERN TRUST 4704 4704 0 FOREIGN TAX 407 407 0