THE BOYD FOUNDATION CHARITABLE TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE BOYD FOUNDATION CHARITABLE TRUST (EIN 76-0204169)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-23
IRS object ID
202412369349100206
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-23T11:10:00-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN465707611PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TBK CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15718 WESTHEIMER ROAD STE 1600AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77057ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760204169EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOYD FOUNDATION CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOYDBusinessNameControlTxt
Phone7138778400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 WEST LOOP SOUTH 525AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770273551ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ MICHAEL BOYDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7138778400PhoneNum
Signature2024-08-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BLACKMONPreparerPersonNm
PTINP01320843PTIN
Phone7133641700PhoneNum
Preparation2024-08-21PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,493,777FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$136,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$59,361DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,045DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,558NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$197,617GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,558CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$14,395OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$14,395OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$215,314TotalRevAndExpnssAmt
Total Net Invst Incm$75,998TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,995AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,269OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,269OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,037TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,037TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$436PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,737TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,306TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$63,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$63,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$78,237TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,306TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$63,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$137,077ExcessRevenueOverExpensesAmt
Net Investment Income$64,692NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$254,830CashBOYAmt
Cash EOY$450,482CashEOYAmt
Cash EOYFMV$450,482CashEOYFMVAmt
US Government Obligations BOY$1,070,489USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,015,936USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,043,295USGovtObligationsEOYFMVAmt
Total Assets BOY$1,325,319TotalAssetsBOYAmt
Total Assets EOY$1,466,418TotalAssetsEOYAmt
Total Assets EOYFMV$1,493,777TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,325,319NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,466,418NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,325,319TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,466,418TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,325,319TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,466,418TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,325,319TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$137,077ExcessRevenueOverExpensesAmt
Other Increases$4,022OtherIncreasesAmt
Subtotal$1,466,418SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,466,418TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES CORE S&P SMALL-CAPP2022-07-212023-04-24$1,621$1,646-$25-$25
ISHARES DOW JONES USENERGY SECTOR FUNDP2022-07-212023-02-09$4,919$4,045$874$874
ISHARES INC ESG AWR MSCI EMP2023-02-092023-10-20$13,316$14,675-$1,359-$1,359
ISHARES INC MSCI EMERG MRKTP2022-07-212023-02-09$12,007$12,152-$145-$145
ISHARES S&P 500 GROWTH ETFP2023-04-242023-10-20$747$708$39$39
ISHARES SHORT-TERM NATIONAL MUNI BONDP2023-04-242023-10-20$6,169$6,260-$91-$91
ISHARES TR JP MOR EMMK ETFP2023-02-092023-04-24$8,150$8,311-$161-$161
ISHARES TR MSCI USA MMENTMP2023-02-092023-04-24$8,268$8,248$20$20
ISHARES TR 20 YR BD ETFP2023-02-092023-04-24$1,785$1,777$8$8
ISHARES TR 20 YR BD ETFP2023-02-092023-10-20$11,837$14,844-$3,007-$3,007
ISHARES TRUST CONVERTIBLE BOND ETFP2022-07-212023-02-09$223$213$10$10
ISHARES TRUST CORE MSCI EAFE ETFP2022-07-212023-02-09$667$596$71$71
ISHARES TRUST DJ US TECHNOLOGYP2023-02-092023-04-24$273$260$13$13
ISHARES US HEALTHCARE ETFP2023-02-092023-10-20$268$276-$8-$8
ISHARES 0-5 YEAR TIPS BOND ETFP2022-07-212023-02-09$3,905$4,051-$146-$146
ISHARES CORE S&P SMALL-CAPP2020-06-082023-02-09$2,383$1,739$644$644
ISHARES CORE S&P SMALL-CAPP2021-01-192023-02-09$4,248$4,107$141$141
ISHARES CORE S&P SMALL-CAPP2021-01-192023-04-24$2,288$2,404-$116-$116
ISHARES CORE S&P 500ETF IVVP2020-01-162023-02-09$1,656$1,338$318$318
ISHARES CORE S&P 500ETF IVVP2020-02-252023-02-09$1,216$931$285$285
ISHARES CORE S&P 500ETF IVVP2020-02-252023-10-20$4,663$3,457$1,206$1,206
ISHARES INC ESG AWR MSCI EMP2020-04-092023-04-24$1,948$1,822$126$126
ISHARES INC ESG AWR MSCI EMP2020-10-142023-04-24$3,123$3,757-$634-$634
ISHARES INC ESG AWR MSCI EMP2020-10-142023-10-20$1,915$2,418-$503-$503
ISHARES INC ESG AWR MSCI EMP2022-01-282023-10-20$825$1,078-$253-$253
ISHARES SHORT-TERM NATIONAL MUNI BONDP2021-07-262023-02-09$3,239$3,347-$108-$108
ISHARES SHORT-TERM NATIONAL MUNI BONDP2021-07-262023-10-20$12,133$12,741-$608-$608
ISHARES SHORT-TERM NATIONAL MUNI BONDP2022-07-212023-10-20$8,637$8,826-$189-$189
ISHARES TR EAFE GRWTH ETFP2020-04-092023-10-20$6,678$5,957$721$721
ISHARES TR EAFE VALUE ETFP2021-01-192023-04-24$150$147$3$3
ISHARES TR EAFE VALUE ETFP2021-01-192023-10-20$1,180$1,221-$41-$41
ISHARES TR ESG AWAREMSCI USAP2020-01-162023-02-09$2,355$1,907$448$448
ISHARES TR ESG AWAREMSCI USAP2020-01-162023-04-24$6,545$5,281$1,264$1,264
ISHARES TR ESG AWAREMSCI USAP2020-02-252023-04-24$4,091$3,145$946$946
ISHARES TR ESG AWAREMSCI USAP2020-02-272023-04-24$4,455$3,299$1,156$1,156
ISHARES TR ESG AWAREMSCI USAP2020-02-282023-04-24$454$323$131$131
ISHARES TR ESG AWAREMSCI USAP2020-03-052023-04-24$5,091$3,777$1,314$1,314
ISHARES TR ESG AWAREMSCI USAP2020-04-092023-04-24$8,727$6,033$2,694$2,694
ISHARES TR ESG AWAREMSCI USAP2020-04-092023-10-20$1,757$1,194$563$563
ISHARES TR MSCI USA MIN VOLP2022-01-282023-10-20$4,036$4,140-$104-$104
ISHARES TR MSCI USA VALUEP2020-06-082023-02-09$969$802$167$167
ISHARES TR MSCI USA VALUEP2020-10-142023-02-09$1,744$1,388$356$356
ISHARES TR MSCI USA VALUEP2021-01-192023-02-09$2,229$2,152$77$77
ISHARES TR MSCI USA VALUEP2021-07-262023-02-09$1,551$1,661-$110-$110
ISHARES TRUST CONVERTIBLE BOND ETFP2022-01-282023-02-09$4,009$4,343-$334-$334
ISHARES TRUST CORE MSCI EAFE ETFP2020-06-082023-02-09$8,133$7,368$765$765
ISHARES TRUST CORE MSCI EAFE ETFP2022-01-282023-02-09$333$350-$17-$17
ISHARES US HEALTHCARE ETFP2022-07-212023-10-20$7,784$7,898-$114-$114
ISHARES US ETF TRUST GSCIP2021-07-262023-02-09$2,917$3,646-$729-$729
FieldValueIRS element (for citing)
Capital Gain Net Income$5,558CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$3,907NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$899InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$899SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$899TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$32EsPenaltyAmt
Tax Due$931TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJ MICHAEL BOYDIndividualWithBooksNm
Phone7138778400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12200 WEST LOOPAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J MICHAEL BOYD
2200 WEST LOOPHOUSTONTX77027TRUSTEE0.25$0$0$0
DONNA C BOYD
2931 TANGLEY ROADHOUSTONTX77005TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE ATTACHMENT #2Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$63,500QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1987-12-31PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$63,500CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$63,500TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$63,500CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$63,500TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$1,460,680CurrentYearAmt
Year1$1,325,319Year1Amt
Year2$1,213,211Year2Amt
Year3$1,120,526Year3Amt
Total$5,119,736TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$1,460,680CurrentYearAmt
Year1$1,325,319Year1Amt
Year2$1,213,211Year2Amt
Year3$1,120,526Year3Amt
Total$5,119,736TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ MICHAEL BOYDContributingManagerNm
Contributing ManagerDONNA C BOYDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJ MICHAEL BOYDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12200 WEST LOOPAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7138778400RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORM FOR UNSOLICITED REQUESTS. THE FOUNDATION GIVES 2 SCHOLARSHIPS PER YEAR TO GRADUATING SENIORS FROM COVINGTON HIGH SCHOOL, CONVINGTON, LA PLANNING TO ATTEND A 4-YEAR COLLEGE AND MAJOR IN EITHER A FIELD OF SCIENCE, EDUCATION, OR AGRICULTURE. WE DO NOT ACCEPT SCHOLARSHIP APPLICANTS FROM OTHER SCHOOLS.FormAndInfoAndMaterialsTxt
Submission DeadlinesFOR SCHOLARSHIPS, THE DEADLINE FOR SUBMISSIONS IS APRIL 15TH AND SELECTED IN MAY. SCHOLARSHIPS ARESubmissionDeadlinesTxt
Restrictions On AwardsSEE 2B ABOVERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
6801 ARDMORE STHOUSTONTX77054CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,500
AMERICAN RED CROSS
2700 SOUTHWEST FWYHOUSTONTX77098CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,500
CAMO RESCUE
1085 HIGH MEADOW RANCH DRMAGNOLIATX77355CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,000
CHILDREN AT RISK
2900 WESLAYAN ST STE 400HOUSTONTX77027CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$2,000
HOUSTON FOOD BANK
535 PORTWALL STHOUSTONTX77029CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$10,000
HOUSTON HABITAT FOR HUMANITY INC
3750 N MCCARTYHOUSTONTX77029CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,500
INTERFAITH MINISTRIES GREATER HOUSTON
3303 MAIN STREETHOUSTONTX77002CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$2,000
KID'S MEALS
330 GARDEN OAKS BLVDHOUSTONTX77018CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$3,500
LOUISIANA TECH UNIVERSITY
PO BOX 3183 TECH STATIONRUSTONLA71272CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,500
LSU ALUMNI ASSOCIATION
3838 W LAKESHORE DRBATON ROUGELA70808CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$500
LSU FOUNDATION
3796 NICHOLSON DRBATON ROUGELA70802CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$2,500
MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST & LOUISIANA INC
12625 SOUTHWEST FREEWAYSTAFFORDTX77477CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,500
MEALS ON WHEELS
3303 MAIN STHOUSTONTX77002CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$3,500
MERCURY
3100 TIMMONS LN 201HOUSTONTX77027CONTRIBUTION RECIPIENT501C(3).SCHOLARSHIPS AND OTHER CONTRIBUTIONS$10,000
MISSISSIPPI STATE UNIVERSITY
PO BOX 6211MISSISSIPPI STATEMS39762CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,500
SALVATION ARMY
1500 AUSTIN STHOUSTONTX77002CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$2,500
SEARCH HOMELESS SERVICES
2015 CONGRESS STHOUSTONTX77002CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$3,500
SIOR EDUCATIONAL FOUNDATION
1201 NEW YORK AVE NW STE 350WASHINGTONDC20005CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,000
UNIVERSITY OF LOUISIANA LAFEYETTE
104 E UNIVERSITY AVELAFAYETTELA70503CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
262 DANNY THOMAS PLACEMEMPHISTN38105CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,000
STAR OF HOPE MISSION
4848 LOOP CENTRAL DR 500HOUSTONTX77081CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$5,000
UNIVERSITY OF MOBILE
5735 COLLEGE PARKWAYMOBILEAL36613CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,500
TIRR
1333 MOURSUND STHOUSTONTX77030CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,500
TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRIVETRIANGLEVA22172CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,000
HOUSTON PUBLIC MEDIA
4343 ELGINHOUSTONTX77204CONTRIBUTION RECIPIENT501C(3)SCHOLARSHIPS AND OTHER CONTRIBUTIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$63,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$59,361RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,395RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,558RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$79,314RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$79,314TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementINVESTMENTS GENERATE INCOME THAT IS USED TO HELP FUND THE SCHOLARSHIPSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJ MICHAEL BOYDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12200 WEST LOOPAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Total Contributions$136,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,995Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,015,936USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,043,295USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNATIONAL FINANCIAL SERVICES LLC #7899Desc
Revenue And Expenses Per Books$14,395RevenueAndExpensesPerBooksAmt
Net Investment Income$14,395NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED ASSET DEPRECIATIONDesc
Amt$4,022Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$9,269Amt
Net Investment Income$9,269NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJ MICHAEL BOYDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 WEST LOOPAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$146$146$0$0
PROPERTY TAXES$1,891$1,891$0$0

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