2024-04-29T08:21:41-05:00 2023-12-31 363168081 SIKICH LLP 18400 PEARL ROAD STRONGSVILLE OH 44136 990PF 2023-01-01 550791061 ROBERT & PAULA BOYKIN FAMILY FOUNDATION ROBE 7048962880 19354 WATERMARK DRIVE SUITE 201 CORNELIUS NC 28031 ROBERT W BOYKIN TRUSTEE 7048962880 2024-04-24 1 ROBERT BOYKIN 999009999 1 THOMAS S FEOLA P01235929 4402380445 2024-04-24 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2087142 X 0 X 332 332 44689 44689 21355 389475 21355 14456 14456 80832 80832 0 0 0 1200 0 1200 5525 5525 0 6 6 0 840 0 840 25 25 0 7596 5556 2040 24700 24700 32296 5556 26740 48536 75276 53401 318133 318133 1981296 705547 1769009 2034697 1023680 2087142 0 0 X 3838 3838 0 0 2030859 1019842 2034697 1023680 2034697 1023680 2034697 48536 0 2083233 1059553 1023680 PUBLICLY TRADED SECURITY 2023-12-31 70960 7299 63661 63661 PUBLICLY TRADED SECURITY 2023-12-31 8 8 0 0 PUBLICLY TRADED SECURITY 2023-12-31 233124 93516 139608 139608 PUBLICLY TRADED SECURITY 2023-12-31 18282 6478 11804 11804 PUBLICLY TRADED SECURITY 2023-12-31 4668 4962 -294 -294 PUBLICLY TRADED SECURITY 2023-12-31 41422 213214 -171792 -171792 PUBLICLY TRADED SECURITY 2023-12-31 13 13 0 0 PUBLICLY TRADED SECURITY 2023-12-31 18620 30389 -11769 -11769 PUBLICLY TRADED SECURITY 2023-12-31 2378 12241 -9863 -9863 21355 1046 0 1046 0 1046 640 0 0 0 640 0 406 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 1 0 0 0 0 1 N/A ROBERT W AND PAULA J BOYKIN 7048962880 19354 WATERMARK DRIVE SUITE 201 CORNELIUS NC 28031 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT W BOYKIN 19354 WATERMARK DRIVE SUITE 201 CORNELIUS NC 28031 TRUSTEE 1.00 0 0 0 PAULA J BOYKIN 19354 WATERMARK DRIVE SUITE 201 CORNELIUS NC 28031 TRUSTEE 1.00 0 0 0 JOHN E BOYKIN 19354 WATERMARK DRIVE SUITE 201 CORNELIUS NC 28031 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 1844787 125843 0 1970630 0 0 1970630 29559 1941071 97054 97054 1046 19 1065 95989 0 95989 0 95989 26740 0 26740 95989 0 0 424050 29238 58845 155171 2931 670235 26740 0 0 0 26740 0 69249 69249 600986 0 0 0 0 0 0 354801 246185 29238 58845 155171 2931 ROBERT W BOYKIN PAULA J BOYKIN ROBERT W BOYKIN 19354 WATERMARK DRIVE SUITE 201 CORNELIUS NC 28031 7048962880 NO SPECIAL FORM IS REQUIRED. NO SUBMISSION DEADLINES EXIST. NO RESTRICTIONS OR LIMITATIONS EXIST. AMAZON CONSERVATION TEAM 4211 NORTH FAIRFAX DRIVE ARLINGTON VA 22203 OPERATING CHARITABLE DONATION 250 BERKSHIRE LOCAL SCHOOL DISTRICT PO BOX 364 BURTON OH 44021 OPERATING CHARITABLE DONATION 4000 CORNELIUS-LEMLEY FIRE RESCUE PO BOX 311 CORNELIUS NC 28031 OPERATING CHARITABLE DONATION 200 HEALTHNETWORK FOUNDATION 33 RIVER STREET CHARGRIN FALLS OH 44022 OPERATING CHARITABLE DONATION 3000 LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND STREET ARLINGTON VA 22201 OPERATING CHARITABLE DONATION 200 PANCREATIC CANCER ACTION NETWORK 1500 ROSECRANS AVENUE SUITE 200 MANHATTAN BEACH CA 90266 OPERATING CHARITABLE DONATION 400 PATRIOT MILITARY FAMILY FOUNDATION 129 FAST LANE SUITE 200 MOORESVILLE NC 28117 OPERATING CHARITABLE DONATION 11250 PETERSEN AUTOMOTIVE MUSEUM 6060 WILSHIRE BLVD LOS ANGELES CA 90036 OPERATING CHARITABLE DONATION 1800 SOPHIA LONGO FOUNDATION PO BOX 613 ABERDEEN PROVING GROUN MD 21005 OPERATING CHARITABLE DONATION 500 THE SHELTER PO BOX 10102 NAPLES FL 34101 OPERATING CHARITABLE DONATION 500 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGOI IL 60601 OPERATING CHARITABLE DONATION 200 LINVILLE CENTRAL RESCUE SQUAD PO BOX 716 NEWLAND NC 28657 OPERATING CHARITABLE DONATION 100 PARTNERS FOR BREAST CANCER CARE 5876 BURNHAM ROAD NAPLES FL 34119 OPERATING CHARITABLE DONATION 100 CLEVELAND BALLET 23020 MILES ROAD CLEVELAND OH 44128 OPERATING CHARITABLE DONATION 500 TUNNEL TO TOWERS 2361 HYLAND BLVD STATEN ISLAND NY 10306 OPERATING CHARITABLE DONATION 100 HOPE 4 KIDS 5876 BURNHAM ROAD NAPLES FL 34119 OPERATING CHARITABLE DONATION 100 THE LEAGUE CLUB PO BOX 413005-203 NAPLES FL 34101 OPERATING CHARITABLE DONATION 300 LACES OF LOVE 5876 BURNHAM ROAD NAPLES FL 34119 OPERATING CHARITABLE DONATION 100 URSULINE COLLEGE 2550 LANDER ROAD PEPPER PIKE OH 44124 OPERATING CHARITABLE DONATION 100 DAVIDSON DAY SCHOOL 750 JETTON STREET DAVIDSON NC 28036 OPERATING CHARITABLE DONATION 1000 24700 0 14 332 14 44689 14 14456 523000 21355 21355 59477 0 80832 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1200 0 1200 ALTRIA GROUP AT COST 69180 83221 APPLE INC AT COST 49355 577590 BLACKSTONE INC AT COST 11808 65460 CLOROX CO AT COST 93978 196917 MONDELEZ INTL CLASS A AT COST 52805 144425 PFIZER INC AT COST 90615 115045 T. ROWE PRICE BLUE CHIP GROWTH AT COST 188690 428988 ONEOK AT COST 149116 157363 NO INCOME TAX EFFECT - CORRECTED INVESTMENT BOOK BALANCE 1059553 BANK FEES 25 25 0 CHARLES SCHWAB 14456 14456 14456 MANAGEMENT FEES 5525 5525 0 STATE TAXES 200 0 200 FEDERAL ESTIMATED TAX 640 0 640