2024-05-06T04:39:28-07:00 2023-12-31 561678619 Arrowood & Associates PA 1546A Union Road Gastonia NC 28054 990PF 2023-01-01 561855689 BOYD-GLENN FOUNDATION BOYD 7046222410 320 CHAPMAN RD MONTREAT NC 28757 DANIEL M BOYD Trustee 2024-05-04 true DANIEL M BOYD 999009999 true WILLIAM W ARROWOOD P01046791 7048611420 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1420129 X 325000 41457 41457 -10796 286377 355661 41457 1775 1775 6218 6218 13 13 207 207 8213 6438 1775 42924 42924 51137 6438 44699 304524 35019 100004 49466 49466 14494 100654 100654 160741 107001 107001 543708 767071 767071 206667 395937 395937 1025614 1420129 1420129 0 X 1025614 1420129 1025614 1420129 1025614 1420129 1025614 304524 89991 1420129 1420129 MARKETABLE SECURITIES P 2000-01-01 2023-12-31 286361 297173 -10812 -10812 Capital Gain Dividends 16 -10796 487 487 487 1741 1741 1254 1254 false false false false false false false true true NC true false false false false true N/A MARK BOYD 8286694900 320 CHAPMAN RD MONTREAT NC 28757 false false false false false false false false false false false false false false false false false false false false false false DANIEL M BOYD III 320 CHAPMAN RD MONTREAT NC 28757 Trustee 1.00 0 MARY HORNBAKER 2410 ROSWELL AVE 104 CHARLOTTE NC 28209 Trustee 1.00 0 NONE NONE 1118537 91878 0 1210415 0 1210415 18156 1192259 59613 59613 487 487 59126 59126 59126 44699 44699 59126 42924 44699 42924 0 1775 57351 DANIEL M BOYD III X CHRISTIAN MINISTRY 230 E WATER ST LINCOLNTON NC 28092 NONE PC GENERAL PURPOSE 6000 HOSPICE OF LINCOLN COUNTY 107 N CEDAR ST LINCOLNTON NC 28092 NONE PC GENERAL PURPOSE 4000 HESED HOUSE 216 S ASPEN ST LINCOLNTON NC 28092 NONE 501(C)3 ASSIST WITH SERVICES TO HOMELESS 7000 FRIENDS OF ST MATTHEWS CHAPEL 3899 TODD RAILROAD GRADE ROAD TODD NC 28684 NONE PC GENERAL PURPOSE 10000 SWANNANOA VALLEY CHRISTIAN MINISTRI 101 N RIDGEWAY AVE BLACK MOUNTAIN NC 28711 NONE PC TAX EXEMPT CHARITABLE FUNCTION OF THE ORGANIZATION 2924 SHINING HOPE FARMS 6347 ST PETERS CHURCH RD CONOVER NC 28613 NONE PC TAX EXEMPT PERSONAL ASSISTANCE THROUGH EQUINE ACTIVITY 3000 CHILDREN'S CANCER PARTNERS OF THE C 900 S PINE ST SUITE F SPARTANBURG SC 29302 NONE PC FUND CHILDHOOD CANCER RESEARCH 5000 UNITED WAY OF LINCOLN COUNTY 101 E MAIN ST LINCOLNTON NC 28092 NONE PC TAX EXEMPT PURPOSE OF UNITED WAY 5000 42924 14 41457 18 -10796 30661 30661 false false false false false false false false false false X X 1 D MARK BOYD III 130 CHAPMAN RD MONTREAT NC 28757 100000 X 2 KENTUCKY FRIED CHICKEN OF LINCOLNTO 1500 E MAIN ST LINCOLNTON NC 28092 100000 X 3 TIMES OIL CORPORATION 1500 E MAIN ST LNCOLNTON NC 28092 125000 X TAX AND ACCOUNTING FEES 1775 0 0 1775 ISHARES TRUST 1-5 YR INVT GRADE CORPORAT 16459 16459 ISHARES MBS EFT 76393 76393 ISHARES FLOATING RATE BOND ETF 52189 52189 ISHARES FALLEN ANGLES ETF 12514 12514 BLACKROCK FLOATING RATE INCOME PORTFOLIO 49124 49124 BLACKROCK HIGH YIELD BOND PORTFOLIOINSTI 37793 37793 GOLDMAN SACHS ACCESS INVT GRADE CORP BON 63908 63908 ALLSTATE CORP 5.100% PREFERRED CLBL PAR 1336 1336 ALLSTATE CORP DEP SHS REPSTG 1 SER J 7.3 486 486 AT&T INC CUML 4.750% PREFERRED CLBL PAR 2624 2624 BANK AMER CORP SER KK 5.375% 1427 1427 BANK OF AMERICA CO SER GG 6.000% PREFERR 4468 4468 BANK OF AMER CORP 5.875% PREFERRED CLBL 717 717 BANK OF AMER CORP 4.125% PREFERRED CLBL 515 515 BANK OF AMER CORP 4.250% PREFERRED CLBL 500 500 BANK OF AMER CORP 4.750% PREFERRED CLBL 520 520 BRIGHTHOUSE FINNCIAL INC 5.375% PREFERRE 663 663 CAPITAL ONE FINCL CORP 5.000% PREFERRED 1162 1162 CAPITAL ONE FINANCIAL CO 4.800% PREFERRE 1252 1252 CAPITAL ONE FINCL CORP SER L 4.375% PREF 904 904 CMS ENERGY CORP SER C 4.200% PREFERRED C 536 536 DUKE ENERGY CORP NEW CUML SER A 5.750% 2977 2977 EQUITABLE HLDGS INC SER A 5.250% PREFERR 448 448 EQUITABLE HLDGS INC 4.300% DEP SER C 513 513 FIFTH THIRD BANCORP 6.625% CALLABLE SER 3133 3133 GOLDMAN SACHS GROUP SER K RT 6.375% 3513 3513 HUNTINGTON BANCSHARES SER H 4.5000% 723 723 HUNTINGTON BANCSHARES INC 6.875% 664 664 JPMORGAN CHASE SER DD 5.75% PREFERRED 2700 2700 JPMORGAN CHASE SER EE 6.000% PREFERRED 4733 4733 JPMORGAN CHASE SER JJ 4.550% PREFERRED 2768 2768 JPMORGAN CHASE 4.625% PREFERRED 3174 3174 JPMORGAN CHASE 4.200% PREFERRED 741 741 KEYCORP 6.125% PREFERRED 922 922 KEYCORP NEW SER F 5.650% PREFERRED 938 938 KEYCORP NEW 5.625% PREFERRED 220 220 M&T BANK CORP 5.625% PREFERRED 1337 1337 METLIFE INC 5.625% PREFERRED 2575 2575 MORGAN STANLEY SER E PFD 7.125% 3989 3989 MORGAN STANLEY 6.875% PREFERRED 3403 3403 MORGAN STANLEY SER I PFD RT 6.375% 3764 3764 MORGAN STANLEY SER K PREFERRED 993 993 NEW YORK CMNTY BANCORP CUML SER A PREFER 224 224 NISOURCE INC CUML SER B 6.500% PREFERRED 2970 2970 PUBLIC STORAGE CUML 5.600% PREFERRED 1210 1210 PUBLIC STORAGE CUML 4.625% PREFERRED 706 706 PUBLIC STORAGE CUML 4.000% PREFERRED 653 653 REGIONS FINL CORP SER B 6.375% 3502 3502 REGIONS FINL CORP 5.700% PREFERRED 234 234 STATE STREET CORP SER D PREFERRED 3379 3379 TRUIST FINL CORP 6.250% PREFERRED 245 245 TRUIST FINL CORP 4.750% PREFERRED 1469 1469 VOYA FINL SER B 5.350% PREFERRED 697 697 WELLS FARGO & CO NEW PREFERRED 6.625% 3212 3212 WELLS FARGO & CO 4.750% PREFERRED 2930 2930 WELLS FARGO & CO 4.700% PREFERRED 2246 2246 WELLS FARGO & CO 4.375% PREFERRED 1529 1529 WELLS FARGO & CO 1.250% PREFERRED 1013 1013 EXXON MOBIL 14297 14297 ACCENTURE PLC IRELAND CL A 17195 17195 AMERICAN ELECTRIC POWER 5117 5117 ANALOG DEVICES 13105 13105 AUTOMATIC DATA PROCESSING 9785 9785 BLACKROCK INC 12177 12177 BROADCOM INC 20092 20092 CHUBB LTD 12204 12204 COCA COLA CO COM 12493 12493 DIAGEO PLC NEW GB SPON ADR 2039 2039 EOG RESOURCES INC 7015 7015 HOME DEPOT INC 10743 10743 JOHNSON & JOHNSON COM 12069 12069 JP MORGAN CHASE 14969 14969 LINDE PLC 13143 13143 MARSH & MCLENNAN COS 9473 9473 MCDONALDS CORP 10971 10971 MICROSOFT CORP 48509 48509 MORGAN STANLEY 10631 10631 NEXTERA ENERGY 8078 8078 PHILLIPS 66 6524 6524 PROCTER & GAMBLE CO 9965 9965 REPUBLIC SERVICES INC 6926 6926 STARBUCKS CORP 12769 12769 UNION PACIFIC CORP 11790 11790 UNITED PARCEL SERVICE 10692 10692 UNITEDHEALTH GROUP 15268 15268 VANGUARD SMALL CAP ETF 43733 43733 VANGUARD MID CAP ETF 85612 85612 VANGUARD FTSE DEVELOPED MKT 104757 104757 ABBOTT LABS 13539 13539 ABBVIE INC 13947 13947 HONEYWELL INTL INC 10485 10485 ORACLE 16131 16131 PROLOGIS INC 12264 12264 TAIWAN SEMICONDUCTOR 16120 16120 TRANE TECHNOLOGIES 4390 4390 ENERGY SELECT SECTOR SPDR FUND ETF 52148 52148 VANGUARD HEALTH CARE ETF 55906 55906 107001 107001 INVESTMENT ACCOUNT FEE 6218 6218 0 0 FOREIGN INCOME TAX 207 207