2023-09-07T14:38:54-05:00 2021-12-31 465707611 TBK CPA PLLC 5718 WESTHEIMER ROAD STE 1600 HOUSTON TX 77057 990PF 2021-01-01 760204169 THE BOYD FOUNDATION CHARITABLE TRUST BOYD 7138778400 2200 WEST LOOP SOUTH 525 HOUSTON TX 770273551 J MICHAEL BOYD TRUSTEE 7138778400 2023-09-07 1 J MICHAEL BOYD 999009999 JOHN BLACKMON P01320843 7133641700 2023-09-04 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 1299380 X 100000 10187 7921 18512 540102 18512 3562 23877 23877 0 152576 50310 3562 0 0 0 0 2414 0 0 0 4827 128 241 0 0 0 215 0 0 0 2870 4955 0 0 52000 0 54870 4955 0 0 97706 45355 3562 204435 361935 361935 916091 851276 937445 1120526 1213211 1299380 0 0 X 1120526 1213211 1120526 1213211 1120526 1213211 1120526 97706 0 1218232 5021 1213211 BANK OF MONTREAL MTN ZERO 2020-02-26 2021-02-26 50000 50015 -15 -15 CITIGROUP GLOBAL MKTS HLDGS 2019-02-26 2021-03-05 45000 45000 0 0 CITIGROUP GLOBAL MKTS HLDGS 2020-03-18 2021-03-23 45000 45015 -15 -15 CREDIT SUISSE LONDON 2018-02-22 2021-05-27 45000 45020 -20 -20 DEUTSCHE BK AG SER A 2017-05-25 2021-05-28 25000 25020 -20 -20 GS FIN CORP 2020-03-18 2021-03-23 45000 45015 -15 -15 SOCIETE GENERALE SER 2018-07-25 2021-07-29 50000 50014 -14 -14 SOCIETE GENERALE SER 2019-11-22 2021-05-28 50000 50015 -15 -15 WELLS FARGO FIN 2019-01-30 2021-11-04 35000 35000 0 0 ISHARES INC ESG AWR 2020-03-05 2021-01-19 6583 4858 1725 1725 ISHARES TR EAFE GRWTH ETF 2020-04-09 2021-01-19 510 372 138 138 ISHARES TR MSCI USA MIN 2021-06-14 2021-07-26 1707 1635 72 72 ISHARES TR US MED 2020-04-09 2021-01-19 6033 4420 1613 1613 ISHARES TR 20 YR TR 2020-06-08 2021-01-19 1218 1251 -33 -33 ISHARES TRUST CORE 2020-06-08 2021-01-19 424 362 62 62 ISHARES U S ETF TR 2020-10-14 2021-01-19 4017 4017 0 0 ISHARES INC ESG AWR 2020-04-09 2021-07-26 5828 4068 1760 1760 ISHARES NATIONAL MUNI BOND 2020-01-16 2021-07-26 37330 34704 2626 2626 ISHARES S&P GLOBAL TECHNOLOGY SECTOR 2019-05-13 2021-07-26 3688 1964 1724 1724 ISHARES S&P 500 2020-01-16 2021-07-26 16915 14582 2333 2333 ISHARES TR ESG AWR 2020-01-16 2021-07-26 4096 3081 1015 1015 ISHARES TR MSCI USA MIN 2020-06-17 2021-07-26 7148 6142 1006 1006 CREDIT SUISSE NASSAUBRANCH 2017-05-25 2021-05-28 50000 50020 -20 -20 CAPITAL GAINS DIVIDENDS P 4605 4605 4605 18512 3562 630 0 630 0 630 0 0 0 0 0 X 14 644 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 1 N/A J MICHAEL BOYD 7138778400 2200 WEST LOOP HOUSTON TX 77027 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 J MICHAEL BOYD 2200 WEST LOOP HOUSTON TX 77027 TRUSTEE 0.25 0 0 0 DONNA C BOYD 2931 TANGLEY ROAD HOUSTON TX 77005 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 SEE ATTACHMENT #2 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 1987-12-31 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1213211 1120526 1033520 775427 4142684 1213211 1120526 1033520 775427 4142684 0 0 0 0 0 0 0 0 0 0 0 0 0 J MICHAEL BOYD DONNA C BOYD X J MICHAEL BOYD 2200 WEST LOOP HOUSTON TX 77027 7138778400 NO 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. FOR SCHOLARSHIPS, THE DEADLINE FOR SUBMISSIONS IS APRIL 15TH AND SELECTED IN MAY. SCHOLARSHIPS ARE SEE 2B ABOVE AMERICAN RED CROSS 2700 SOUTHWEST FWY HOUSTON TX 77098 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 1500 CAMO RESCUE 1085 HIGH MEADOW RANCH DR MAGNOLIA TX 77355 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 1000 CHILDREN AT RISK 2900 WESLAYAN ST STE 400 HOUSTON TX 77027 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 2000 HOUSTON FOOD BANK 535 PORTWALL ST HOUSTON TX 77029 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 7500 KID'S MEALS 330 GARDEN OAKS BLVD HOUSTON TX 77018 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 3500 LSU ALUMNI ASSOCIATION 3838 W LAKESHORE DR BATON ROUGE LA 70808 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 500 LSU FOUNDATION 3796 NICHOLSON DR BATON ROUGE LA 70802 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 2500 MEALS ON WHEELS 3303 MAIN ST HOUSTON TX 77002 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 3500 MERCURY 3100 TIMMONS LN 201 HOUSTON TX 77027 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 10000 SALVATION ARMY 1500 AUSTIN ST HOUSTON TX 77002 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 1500 SEARCH HOMELESS SERVICES 2015 CONGRESS ST HOUSTON TX 77002 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 3500 ST LUKE'S UNITED METHODIST CHURCH 3471 WESTHEIMER RD HOUSTON TX 77027 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 2500 STAR OF HOPE MISSION 4848 LOOP CENTRAL DR 500 HOUSTON TX 77081 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 5000 TIRR 1333 MOURSUND ST HOUSTON TX 77030 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 1500 SOUTHEASTERN LOUISIANA UNIVERSITY 500 W UNIVERSITY AVE HAMMOND LA 70402 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 2500 SIOR EDUCATIONAL FOUNDATION 1201 NEW YORK AVE NW STE 350 WASHINGTON DC 20005 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 2000 AMERICAN CANCER SOCIETY 6801 ARDMORE ST HOUSTON TX 77054 CONTRIBUTION RECIPIENT 501C(3) SCHOLARSHIPS AND OTHER CONTRIBUTIONS 1500 52000 0 10187 23877 18512 0 0 52576 52576 4 INVESTMENTS GENERATE INCOME THAT IS USED TO HELP FUND THE SCHOLARSHIPS 0 0 0 0 0 0 0 0 0 0 X X 1 J MICHAEL BOYD 2200 WEST LOOP HOUSTON TX 77027 100000 X PROFESSIONAL FEES 2414 0 0 0 851276 937445 0 0 UNREALIZED ASSET DEPRECIATION 5021 BANK SERVICE CHARGES 215 0 0 0 NATIONAL FINANCIAL SERVICES LLC #7899 23877 23877 0 J MICHAEL BOYD 2200 WEST LOOP HOUSTON TX 77027