2025-07-07T06:46:48-07:00 2024-12-31 561678619 Arrowood & Associates PA 1546A Union Road Gastonia NC 28054 990PF 2024-01-01 561855689 BOYD-GLENN FOUNDATION BOYD 7046222410 320 CHAPMAN RD MONTREAT NC 28757 DANIEL M BOYD Trustee 2025-07-03 true true WILLIAM W ARROWOOD P01046791 7048611420 2024 2025-03-06 01:10:19Z X 7634482 X 6069000 57049 57049 33451 434906 33451 6159500 90500 2050 2050 8517 8517 395 395 10962 8912 2050 58000 58000 68962 8912 60050 6090538 81588 49466 24387 24387 100654 70109 70109 107001 190169 190169 767071 1048178 1048178 395937 422639 422639 5879000 5879000 5879000 1420129 7634482 7634482 0 X 1420129 7634482 1420129 7634482 1420129 7634482 1420129 6090538 123815 7634482 7634482 MARKETABLE SECURITIES P 2000-01-01 2024-12-31 432483 401455 31028 31028 Capital Gain Dividends 2423 33451 1134 1134 1134 1254 1254 120 120 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 2824 FERNCLIFF RD CHARLOTTE NC 28211 Trustee 1.00 0 NONE NONE 1406715 213762 489917 2110394 0 2110394 31656 2078738 103937 103937 1134 1134 102803 102803 102803 60050 60050 102803 57351 60050 57351 0 2699 100104 DANIEL M BOYD III X CHRISTIAN MINISTRY 230 E WATER ST LINCOLNTON NC 28092 NONE PC GENERAL PURPOSE 5000 HESED HOUSE 216 S ASPEN ST LINCOLNTON NC 28092 NONE 501(C)3 ASSIST WITH SERVICES TO HOMELESS 2000 SWANNANOA VALLEY CHRISTIAN MINISTRI 101 N RIDGEWAY AVE BLACK MOUNTAIN NC 28711 NONE PC TAX EXEMPT CHARITABLE FUNCTION OF THE ORGANIZATION 10000 BLACK MOUNTAIN CHILDREN'S HOME 80 LAKE EDEN ROAD BLACK MOUNTAIN NC 28711 NONE PC GENERAL PURPOSE 10000 UNITED WAY OF LINCOLN COUNTY 101 E MAIN ST LINCOLNTON NC 28092 NONE PC TAX EXEMPT PURPOSE OF UNITED WAY 4000 DREAM CENTER ACADEMY 635 S MYRTLE SCHOOL RD GASTONIA NC 28052 NONE PC FURTHER ACADEMIC OPPORTUNITY FOR UNDERSERVED STUDENTS 5000 BLACK MOUNTAIN PRESBYTERIAN CHURCH 117 MONTREAT RD BLACK MOUNTAIN NC 28711 NONE PC RELIGIOUS FUNCTION OF THE CHURCH 10000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC TAX EXEMPT FUNCTION OF THE ORGANIZATION 5000 VIA HEALTH PARTNERS 7845 LITTLE AVE CHARLOTTE NC 28226 NONE PC FUND PALLIATIVE CARE SERVICES PROVIDED BY THE ORGANIZATION 2000 MISSOULA YOUNG LIFE 538 UNIVERSITY AVE MISSOULA MT 59801 NONE PC ASSISTANCE WITH YOUTH MINISTRY 5000 58000 14 57049 18 33451 90500 90500 false false false false false false false false false false X X 1 DANIEL MARCUS BOYD III REV TRUST 130 CHAPMAN RD MONTREAT NC 28757 5879000 X 2 TIMES OIL CORPORATION 1500 E MAIN ST LNCOLNTON NC 28092 150000 X 3 HUNTER R BOYD PO BOX 2757 MISSOULA MT 59806 40000 X 1 206.71 ACRES OF LAND, 1575 W. MAIDEN RD, MAIDEN, CATAWBA COUNTY, NC 28650 KNOWN AS MARTIN-MARIETTA A 5879000 2024-12-23 TAX AND ACCOUNTING FEES 2050 0 0 2050 ISHARES MBS EFT 43456 43456 ISHARES FLOATING RATE BOND ETF 67263 67263 ISHARES FALLEN ANGLES ETF 14824 14824 BLACKROCK HIGH YIELD BOND PORTFOLIOINSTI 25929 25929 GOLDMAN SACHS ACCESS INVT GRADE CORP BON 79594 79594 ALLSTATE CORP 5.100% PREFERRED CLBL PAR 1860 1860 ALLSTATE CORP DEP SHS REPSTG 1 SER J 7.3 1570 1570 AT&T INC CUML 4.750% PREFERRED CLBL PAR 2640 2640 BANK AMER CORP SER KK 5.375% 1610 1610 BANK OF AMERICA CO SER GG 6.000% PREFERR 4331 4331 BANK OF AMER CORP 5.875% PREFERRED CLBL 717 717 BANK OF AMER CORP 4.125% PREFERRED CLBL 1080 1080 BANK OF AMER CORP 4.250% PREFERRED CLBL 1228 1228 BANK OF AMER CORP 4.750% PREFERRED CLBL 1102 1102 BRIGHTHOUSE FINNCIAL INC 5.375% PREFERRE 991 991 CAPITAL ONE FINCL CORP 5.000% PREFERRED 1655 1655 CAPITAL ONE FINANCIAL CO 4.800% PREFERRE 1776 1776 CAPITAL ONE FINCL CORP SER L 4.375% PREF 1216 1216 CMS ENERGY CORP SER C 4.200% PREFERRED C 505 505 DUKE ENERGY CORP NEW CUML SER A 5.750% 2755 2755 EQUITABLE HLDGS INC SER A 5.250% PREFERR 962 962 EQUITABLE HLDGS INC 4.300% DEP SER C 975 975 FIFTH THIRD BANCORP 6.625% CALLABLE SER 2735 2735 HUNTINGTON BANCSHARES SER H 4.5000% 727 727 HUNTINGTON BANCSHARES INC 6.875% 712 712 JPMORGAN CHASE SER DD 5.75% PREFERRED 2718 2718 JPMORGAN CHASE SER EE 6.000% PREFERRED 4121 4121 JPMORGAN CHASE SER JJ 4.550% PREFERRED 3275 3275 JPMORGAN CHASE 4.625% PREFERRED 3687 3687 JPMORGAN CHASE 4.200% PREFERRED 1455 1455 KEYCORP 6.125% PREFERRED 1056 1056 KEYCORP NEW SER F 5.650% PREFERRED 1013 1013 KEYCORP NEW 5.625% PREFERRED 235 235 M&T BANK CORP 5.625% PREFERRED 1047 1047 METLIFE INC 5.625% PREFERRED 2495 2495 MORGAN STANLEY SER E PFD 7.125% 4012 4012 MORGAN STANLEY 6.875% PREFERRED 3426 3426 MORGAN STANLEY SER I PFD RT 6.375% 3815 3815 MORGAN STANLEY SER K PREFERRED 2118 2118 PUBLIC STORAGE CUML 5.600% PREFERRED 1023 1023 PUBLIC STORAGE CUML 4.625% PREFERRED 641 641 PUBLIC STORAGE CUML 4.000% PREFERRED 606 606 REGIONS FINL CORP 5.700% PREFERRED 533 533 TRUIST FINL CORP 5.250% PREFERRED 232 232 TRUIST FINL CORP 4.750% PREFERRED 1409 1409 VOYA FINL SER B 5.350% PREFERRED 1022 1022 WELLS FARGO & CO 4.750% PREFERRED 3203 3203 WELLS FARGO & CO 4.700% PREFERRED 2519 2519 WELLS FARGO & CO 4.375% PREFERRED 1943 1943 WELLS FARGO & CO 4.250% PREFERRED 1677 1677 ISHARES IBOXX $ INV GRADE CORP BD 51176 51176 ISHARES JP MORGAN USD EMERGING 21815 21815 ISHARES FLEXIBLE INCOME ACTIVE 16386 16386 BLACKROCK FLOATING RATE INCOME 5501 5501 AT&T CUML 5% PREFERRED 505 505 ATHENE HLDG LTD 5.625% PREFERRED 246 246 ATHENE HLDG LTD CUM SER C PREFERRED 827 827 ATHENE HLDG LTD SER D 4.875% PREFERRED 772 772 ATHENE HLDG LTD SER 1 6.35% PREFERRED 804 804 BRIGHTHOUSE FINANCIAL 4.625% PREFERRED 403 403 CHARLES SCHWAB 4.450% PREFERRED 468 468 CITIZENS FINL GROUP SER H 7.375% PRFD 1066 1066 M&T BK CORP SER J 7.5% PREFERRED 1331 1331 METLIFE 4.75% PREFERRED CLBL PAR 25.00 992 992 MORGAN STANLEY 4.25% PREFERRED 479 479 MORGAN STANLEY SER P 6.50% PREFERRED 952 952 MORGAN STANLEY SER Q 6.625% PREFERRED 636 636 MORGAN STANLEY SER A 4% PREFERRED 547 547 NORTHERN TRUST 4.7% PREFERRED 241 241 REGIONS FINANCIAL SER F 6.95% PREFERRED 2965 2965 STATE STREET 5.35% PREFERRED 658 658 SYNCHRONY FINL ADS SER B 8.25% 526 526 US BANCORP DEL SER B PREFERRED 662 662 US BANCORP 4% PREFERRED 583 583 US BANCORP 4.5% PREFERRED 604 604 EXXON MOBIL 7637 7637 ACCENTURE PLC IRELAND CL A 10202 10202 ANALOG DEVICES 11898 11898 AUTOMATIC DATA PROCESSING 14929 14929 BLACKROCK INC 15377 15377 BROADCOM INC 37558 37558 CHUBB LTD 11052 11052 COCA COLA CO COM 11705 11705 HOME DEPOT INC 17893 17893 JOHNSON & JOHNSON COM 11859 11859 JP MORGAN CHASE 19896 19896 LINDE PLC 10467 10467 MARSH & MCLENNAN COS 9134 9134 MCDONALDS CORP 9566 9566 MICROSOFT CORP 52687 52687 MORGAN STANLEY 13326 13326 NEXTERA ENERGY 12331 12331 PHILLIPS 66 8317 8317 PROCTER & GAMBLE CO 10227 10227 REPUBLIC SERVICES INC 4225 4225 UNION PACIFIC CORP 11630 11630 UNITEDHEALTH GROUP 15176 15176 VANGUARD SMALL CAP ETF 89865 89865 VANGUARD MID CAP ETF 136555 136555 VANGUARD FTSE DEVELOPED MKT 129114 129114 ABBOTT LABS 14704 14704 ABBVIE INC 9773 9773 ORACLE 17164 17164 PROLOGIS INC 12684 12684 TAIWAN SEMICONDUCTOR 22316 22316 TRANE TECHNOLOGIES 9603 9603 ENERGY SELECT SECTOR SPDR FUND ETF 53281 53281 VANGUARD HEALTH CARE ETF 56573 56573 AMERICAN EXPRESS 12168 12168 EATON CORP PLC 4314 4314 KLA CORP 4411 4411 TEXAS INSTRUMENTS 11063 11063 TJX COS INC 15464 15464 GLOBAL X ROBOTICS & ARTIFICIAL INTELL 31023 31023 UBS US QUALITY GROWTH AT REAS 91011 91011 190169 190169 Land 5879000 5879000 5879000 INVESTMENT ACCOUNT FEE 8517 8517 0 0 FOREIGN INCOME TAX 395 395