2026-06-30T05:28:26-07:00 2025-12-31 561678619 Arrowood & Associates PA 1546A Union Road Gastonia NC 28054 990PF 2025-01-01 561855689 BOYD-GLENN FOUNDATION BOYD 7046222410 320 CHAPMAN RD MONTREAT NC 28757 DANIEL M BOYD Trustee 2026-06-24 true WILLIAM W ARROWOOD P01046791 7048611420 2025 2025-03-06 01:10:19Z X 8276777 X 211000 55694 55694 47065 525638 47065 231189 231189 544948 333948 413 413 2250 2250 16623 16623 14029 8829 1926 1597 329 35241 27049 2992 101000 101000 136241 27049 103992 408707 306899 24387 9463 9463 70109 31743 31743 190169 126726 126726 1048178 2229845 2229845 422639 5879000 5879000 5879000 5879000 7634482 8276777 8276777 0 X 7634482 8276777 7634482 8276777 7634482 8276777 7634482 408707 233588 8276777 8276777 MARKETABLE SECURITIES P 2000-01-01 2025-12-31 525638 478573 47065 47065 47065 4266 4266 4266 5320 5320 X 9 1045 1045 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 2032589 153297 5879000 8064886 0 8064886 120973 7943913 397196 397196 4266 4266 392930 392930 392930 103992 103992 392930 100104 103992 100104 0 3888 389042 DANIEL M BOYD III X CROSSNORE SCHOOL PO BOX 249 CROSSNORE NC 28616 NONE PC TAX EXEMPT EDUCATIONAL PURPOSE OF SCHOOL 6000 AMY'S HOUSE PO BOX 476 LINCOLNTON NC 28093 NONE PC SUPPORT FOR PROGRAMS ASSISTING ABUSED SPOUSES 6000 CHRISTIAN MINISTRY OF LINCOLN COUNT 230 E WATER ST LINCOLNTON NC 28092 NONE PC GENERAL PURPOSE 10000 HOSPICE OF LINCOLN COUNTY 107 N CEDAR ST LINCOLNTON NC 28092 NONE PC GENERAL PURPOSE 7000 HESED HOUSE 216 S ASPEN ST LINCOLNTON NC 28092 NONE PC ASSIST WITH SERVICES TO HOMELESS 7000 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 CHILDREN'S CANCER PARTNERS OF THE C 900 S PINE ST SUITE F SPARTANBURG SC 29302 NONE PC FUND CHILDHOOD CANCER RESEARCH 6000 UNITED WAY OF LINCOLN COUNTY 101 E MAIN ST LINCOLNTON NC 28092 NONE PC TAX EXEMPT PURPOSE OF UNITED WAY 8000 MISSOULA YOUNG LIFE 538 UNIVERSITY AVE MISSOULA MT 59801 NONE PC ASSISTANCE WITH YOUTH MINISTRY 9000 TRI-COUNTY YOUNG LIFE PO BOX 133 CLEMSON SC 29633 NONE PC ASSISTANCE WITH ORGANIZATIONS CHARITABLE MISSION 9000 LINCOLN COUNTY PUBLIC EDUCATION FND 201 JEB SEAGLE DR LINCOLNTON NC 28092 PC IMPROVE PUBLIC EDUCATION IN LINCOLN COUNTY NC 13000 101000 ROYALTIES 15 231189 14 55694 18 47065 333948 333948 false false false false false false false false false false X X 1 KENTUCKY FRIED CHICKEN OF LINCOLNTO 1500 E MAIN ST LINCOLNTON NC 28092 50000 X 2 TIMES OIL CORPORATION 1500 E MAIN ST LNCOLNTON NC 28092 150000 X 3 HUNTER R BOYD PO BOX 2757 MISSOULA MT 59806 11000 X TAX AND ACCOUNTING FEES 2250 0 0 2250 AT&T PFD SER A 483 483 AT&T PFD SER C 2530 2530 ALLSTATE PREFERRED 1552 1552 ALLSTATE PFD SER H 1780 1780 ATHENE HLDG LTD SER B 241 241 ATHENE HLDG LTD 715 715 ATHENE HLDG LTD SER A 812 812 BANK OF AMERICA PFD SER A 711 711 BANK OF AMERICA PFD 1/1000 4317 4317 BANK OF AMERICA PREFERRED 1561 1561 BANK OF AMERICA SER PP 1013 1013 BANK OF AMERICA PREFERRED 1164 1164 BANK OF AMERICA PREFERRED 1044 1044 ISHARES FLEXIBLE INCOME ACTIVE ETF 16623 16623 BLACKROCK HIGH YIELD PORTFOLIO 26677 26677 BLACKROCK FLOATING RATE INCOME 5484 5484 BRIGHTHOUSE FNL SER C 661 661 BRITHOUSE FINL SER D 276 276 BRISTOL MYERS OPT 11/13/23 14205 14205 CMS ENERGY CORP 1/1000 471 471 CAPITAL ONE FINL CORP SER L 1205 1205 CAPITAL ONE FINL CORP PFD 1755 1755 CAPITAL ONE FINL CORP SER I 1654 1654 CITIZENS FINL GROUP PFD 1080 1080 CUMMINS INC OPT 5/9/25 25924 25924 EQUITABLE HLDGS PFD A 949 949 EQUIABLE HDLGS PREFERRED 911 911 META PLATFORMS OPT 11/3/25 30063 30063 HUNTINGTON BANCSHARES SER J 711 711 HUNTINGTON BANCSHARES PFD 701 701 ISHARES BARCLAYS MBS BD FD 45134 45134 ISHARES FLOATING RATE BOND 67237 67237 ISHARES TR TREAS FLT RATE ETF 82754 82754 JPMORGAN CHASE PFD 1407 1407 JPMORGAN CHASE SER LL 3476 3476 JPMORGAN CHASE SER JJ 3104 3104 JPMORGAN CHASE PFD 4073 4073 JPMORGAN CHASE PFD 2691 2691 KEYCORP NEW DEP SHS 1066 1066 KEYCORP NEW DEP SHS 234 234 KEYCORP NEW SER F 997 997 ELI LILLY OPT 8/20/25 35236 35236 M&T BK CORP PFD 1328 1328 M&T BK CORP SER H 1059 1059 METLIFE INC DEP SHS 947 947 METLIFE 5.625% PERPETUAL 2518 2518 MORGAN STANLEY PFD SER A 444 444 MORGAN STANLEY DEP SHS 3800 3800 MORGAN STANLEY PFD 4015 4015 MORGAN STANLEY SH PFD 2133 2133 MORGAN STANLEY SER Q 627 627 MORGAN STANLEY PFD 942 942 MORGAN STANLEY DEP SHS 459 459 MORGAN STANLEY PFD SER F 3415 3415 NORTHERN TR CORP PFD SER E 233 233 PEPSICO OPT 7/23/25 25480 25480 PFIZER OPT 11/21/25 30069 30069 PUBLIC STORAGE 4% PFD 575 575 PUBLIC STORAGE DEP SHS 611 611 PUBLIC STORAGE PFD SER H 1006 1006 REGIONS FINL DEP SHS 517 517 REGIONS FINL PFD SER F 2871 2871 ROYAL BANK OF CANADA PFD 6.00 25955 25955 SCHWAB DEP SHS 450 450 STATE STREET CORP SER G 629 629 SYNCHRONY FINL DEP SHS 526 526 TOYOTA MOTOR CREDIT 8/9/24 4.55 25406 25406 TRUIST FINL SER R 1402 1402 TRUIST FINJL SER O 237 237 US BANCORP PFD 5.56 536 536 US BANCORP PFD 545 545 US BANCORP DEP SHS 539 539 VOYA FINL 5.35 SER B 1088 1088 WELLS FARGO PFD 2438 2438 WELLS FARGO 4.75% PERP 3060 3060 WELLS FARGO DEP SHS SER CC 1866 1866 WELLS FARGO PREFERRED 1635 1635 ACCENTURE 24416 24416 EATON CORP 7326 7326 LINDE PLC 10660 10660 CHUBB LTD 14982 14982 ABBOTT LABS 16288 16288 ABBVIE 12567 12567 APPLE 65790 65790 APPLIED MATLS 58851 58851 AUTOMATED DATA PROC 13119 13119 BLACKROCK 26759 26759 BROADCOM 83410 83410 CATERPILLAR 32654 32654 COCA COLA 22511 22511 DUKE ENERGY 2822 2822 EXXON MOBIL 8544 8544 GLOBAL X FDS 23187 23187 HOME DEPOT 25119 25119 HONEYWELL 16388 16388 JPMORGAN CHASE 50266 50266 JOHNSON & JOHNSON 16970 16970 KLA CORP 8506 8506 MASTERCARD 53663 53663 MCDONALDS CORP 10086 10086 MICROSOFT 70125 70125 MONOLITHIC PWR 38973 38973 MORGAN STANLEY 18818 18818 NEXTERA ENERGY 13808 13808 PROCTOR & GAMBLE 16767 16767 PROLOGIS 15319 15319 QUALCOMM 32157 32157 SELECT SECTOR SPDR TR STATE ST 55619 55619 TJX COS 19662 19662 TAIWAN SEMICONDUCTOR 29477 29477 TEXAS INST 15441 15441 UNITEDHEALTH GROUP 9903 9903 VANGUARD FTSE 147679 147679 VANGUARD CONSUMER DISCR 44907 44907 VANGUARD HEALTHCARE 64191 64191 VANGUARD INFORMATION TECH 75378 75378 VANGUARD MATERIALS 10170 10170 VANGUARD COMM SVCS 143867 143867 VANGUARD MIDCAP 150044 150044 VANGUARD SMALL CAP 96473 96473 WALMART 12140 12140 126726 126726 Auto./Transportation Equip. 5879000 Land 5879000 5879000 LEGAL FEES 413 0 0 413 BANK FEES 229 229 MISCELLANEOUS EXPENSE 100 100 PROPERTY INSURANCE 1597 1597 ROYALTIES 231189 231189 INVESTMENT ACCOUNT FEE 16623 16623 0 0 FEDERAL INCOME TAX 5200 INVESTMENT PROPERTY TAX 8829 8829