THE BOYD FOUNDATION CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE BOYD FOUNDATION CHARITABLE TRUST (EIN 76-0204169)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-13
- IRS object ID
- 202542259349101109
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T14:26:42-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 465707611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TBK CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5718 WESTHEIMER ROAD STE 1600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760204169 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOYD FOUNDATION CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOYD | BusinessNameControlTxt |
| Phone | 7138778400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 WEST LOOP SOUTH 525 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770273551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J MICHAEL BOYD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7138778400 | PhoneNum |
| Signature | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BLACKMON | PreparerPersonNm |
| PTIN | P01320843 | PTIN |
| Phone | 7133641700 | PhoneNum |
| Preparation | 2025-07-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,670,369 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,339 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $66,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,364 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,959 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $447 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $14,395 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,395 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $194,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,718 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $447 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,625 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,625 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,170 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $465 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $434 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,923 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $447 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $450,483 | CashBOYAmt |
| Cash EOY | $519,819 | CashEOYAmt |
| Cash EOYFMV | $519,819 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,015,936 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,063,986 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,150,550 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $1,466,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,583,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,670,369 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,466,419 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,583,805 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,466,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,583,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,466,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,583,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,466,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,098 | OtherIncreasesAmt |
| Subtotal | $1,583,805 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,583,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES S&P 100 ETF | P | 2023-10-20 | 2024-06-12 | $1,047 | $797 | $250 | $250 |
| ISHARES TR MSCI USA QLT FCT | P | 2023-10-20 | 2024-06-12 | $856 | $659 | $197 | $197 |
| ISHARES CORE S7P 500ETF | P | 2022-01-28 | 2024-06-12 | $2,722 | $2,186 | $536 | $536 |
| ISHARES CORE S7P 500ETF | P | 2023-04-24 | 2024-06-12 | $6,533 | $4,974 | $1,559 | $1,559 |
| ISHARES TR EAFE GRWTH ETF | P | 2021-07-26 | 2024-06-12 | $316 | $325 | -$9 | -$9 |
| ISHARES TR EAFE GRWTH ETF | P | 2023-04-24 | 2024-06-12 | $1,160 | $1,060 | $100 | $100 |
| ISHARES TR EAFE GRETH ETF | P | 2021-07-26 | 2024-06-12 | $3,295 | $3,148 | $147 | $147 |
| ISHARES TR EAFE GRETH ETF | P | 2023-02-09 | 2024-06-12 | $2,863 | $2,617 | $246 | $246 |
| ISHARES TR ESG AWAREMSCI USA ETF | P | 2020-10-14 | 2024-06-12 | $15,194 | $10,153 | $5,041 | $5,041 |
| ISHARES TR ESG AWAREMSCI USA ETF | P | 2020-11-06 | 2024-06-12 | $356 | $240 | $116 | $116 |
| ISHARES TR ESG AWAREMSCI USA ETF | P | 2022-01-28 | 2024-06-12 | $10,921 | $9,010 | $1,911 | $1,911 |
| ISHARES TR ESG AWAREMSCI USA ETF | P | 2022-07-21 | 2024-06-12 | $1,899 | $1,403 | $496 | $496 |
| ISHARES TR MSCI USA MIN VOL | P | 2022-01-28 | 2024-06-12 | $2,572 | $2,292 | $280 | $280 |
| ISHARES TR MSCI USA MIN VOL | P | 2023-04-24 | 2024-06-12 | $6,970 | $6,201 | $769 | $769 |
| ISHARES US TECHNOLOGY ETF | P | 2023-02-09 | 2024-06-12 | $3,137 | $1,817 | $1,320 | $1,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,959 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $447 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,083 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,083 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $1,133 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J MICHAEL BOYD | IndividualWithBooksNm |
| Phone | 7138778400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 WEST LOOP | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHMENT #2 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,500 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1987-12-31 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $68,500 | CurrentYearAmt |
| Year1 | $63,500 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $132,000 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $68,500 | CurrentYearAmt |
| Year1 | $63,500 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $132,000 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,583,805 | CurrentYearAmt |
| Year1 | $1,460,680 | Year1Amt |
| Year2 | $1,325,319 | Year2Amt |
| Year3 | $1,213,211 | Year3Amt |
| Total | $5,583,015 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,583,805 | CurrentYearAmt |
| Year1 | $1,460,680 | Year1Amt |
| Year2 | $1,325,319 | Year2Amt |
| Year3 | $1,213,211 | Year3Amt |
| Total | $5,583,015 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J MICHAEL BOYD | ContributingManagerNm |
| Contributing Manager | DONNA C BOYD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | J MICHAEL BOYD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 WEST LOOP | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7138778400 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR SCHOLARSHIPS, THE DEADLINE FOR SUBMISSIONS IS APRIL 15TH AND SELECTED IN MAY. SCHOLARSHIPS ARE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE 2B ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 2700 SOUTHWEST FWY | HOUSTON | TX | 77098 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,500 |
| CAMO RESCUE | |||||||
| 1085 HIGH MEADOW RANCH DR | MAGNOLIA | TX | 77355 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,000 |
| CHILDREN AT RISK | |||||||
| 2900 WESLAYAN ST STE 400 | HOUSTON | TX | 77027 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $2,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $10,000 |
| HOUSTON HABITAT FOR HUMANITY INC | |||||||
| 3750 N MCCARTY | HOUSTON | TX | 77029 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,500 |
| INTERFAITH MINISTRIES GREATER HOUSTON | |||||||
| 3303 MAIN STREET | HOUSTON | TX | 77002 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $2,000 |
| KID'S MEALS | |||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $3,500 |
| LSU ALUMNI ASSOCIATION | |||||||
| 3838 W LAKESHORE DR | BATON ROUGE | LA | 70808 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,000 |
| LSU FOUNDATION | |||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $2,500 |
| MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST & LOUISIANA INC | |||||||
| 12625 SOUTHWEST FREEWAY | STAFFORD | TX | 77477 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,500 |
| MEALS ON WHEELS | |||||||
| 3303 MAIN ST | HOUSTON | TX | 77002 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $3,500 |
| MERCURY | |||||||
| 3100 TIMMONS LN 201 | HOUSTON | TX | 77027 | CONTRIBUTION RECIPIENT | 501C(3) | P 37 86 1 | $10,000 |
| SALVATION ARMY | |||||||
| 1500 AUSTIN ST | HOUSTON | TX | 77002 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $2,500 |
| SEARCH HOMELESS SERVICES | |||||||
| 2015 CONGRESS ST | HOUSTON | TX | 77002 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $3,500 |
| SIOR EDUCATIONAL FOUNDATION | |||||||
| 1201 NEW YORK AVE NW STE 350 | WASHINGTON | DC | 20005 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,500 |
| STAR OF HOPE MISSION | |||||||
| 4848 LOOP CENTRAL DR 500 | HOUSTON | TX | 77081 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $5,000 |
| TIRR | |||||||
| 1333 MOURSUND ST | HOUSTON | TX | 77030 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $2,000 |
| TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,500 |
| UNIVERSITY OF LOUISIANA LAFEYETTE | |||||||
| 104 E UNIVERSITY AVE | LAFAYETTE | LA | 70503 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,500 |
| UNIVERSITY OF MOBILE | |||||||
| 5735 COLLEGE PARKWAY | MOBILE | AL | 36613 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,500 |
| COMMUNITIES IN SCHOOLS | |||||||
| 1111 N LOOP W FWY SUITE 300 | HOUSTON | TX | 77008 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,000 |
| LOUISIANA STATE UNIVERSITY A&M | |||||||
| 1146 PLEASANT HALL | BATON ROUGE | LA | 70803 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,500 |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,500 |
| ST LUKES METHODIST CHURCH | |||||||
| 3471 WESTHEIMER ROAD | HOUSTON | TX | 77027 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $3,000 |
| UNIVERSTIY OF LOUISIANA MONROE | |||||||
| 700 UNIVERSITY AVE | MONROE | LA | 71209 | CONTRIBUTION RECIPIENT | 501C(3) | SCHOLARSHIPS AND OTHER CONTRIBUTIONS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,539 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,395 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,959 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $93,893 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,893 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | INVESTMENTS GENERATE INCOME THAT IS USED TO HELP FUND THE SCHOLARSHIPS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | J MICHAEL BOYD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 WEST LOOP | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,339 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,063,986 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,150,550 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPLIES | Desc |
| Revenue And Expenses Per Books | $434 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NATIONAL FINANCIAL SERVICES LLC #7899 | Desc |
| Revenue And Expenses Per Books | $14,395 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED ASSET DEPRECIATION | Desc |
| Amt | $8,098 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $10,625 | Amt |
| Net Investment Income | $10,625 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J MICHAEL BOYD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 WEST LOOP | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $239 | $239 | $0 | $0 |
| PROPERTY TAXES | $931 | $931 | $0 | $0 |
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