2024-05-13T11:13:31-05:00 2023-12-31 990PF 2023-01-01 237256010 Charles H Boyle Foundation Inc BOYL 9017670100 P O Box 17800 Memphis TN 38187 David J Wages Sec-Treas Sec. - Treas. 9018184682 2024-05-13 David Wages Sec-Treas XXX-XX-XXXX 0 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 15685081 X 400165 139620 139620 131942 131942 -252856 1149053 0 418871 271562 0 0 0 16500 0 0 320 0 0 16820 0 0 1035000 1035000 1051820 0 1035000 -632949 271562 111176 335695 335695 5712861 5932765 5932765 3953303 3971248 9354894 1463250 61751 61727 11240590 10301459 15685081 11500 0 11500 X 6333379 6333379 0 0 4907211 3956580 11240590 10289959 11240590 10301459 11240590 -632949 0 10607641 317682 10289959 623 shares of Longleaf Small-Cap Fund 2022-12-30 2023-05-10 13569 13102 467 467 52,136 shares of Longleaf Small-Cap Fund 2020-12-30 2023-05-10 1135484 1360110 -224626 -224626 -224159 3775 0 3775 0 3775 0 0 0 0 0 X 219 3994 0 0 0 0 0 0 0 0 0 0 0 1 TN 0 0 1 0 0 0 N/A David J Wages 9018184682 P O Box 17800 Memphis TN 38187 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Snowden B Morgan P O Box 17800 Memphis TN 38187 Director 0.00 0 0 0 J Bayard Boyle Jr P O Box 17800 Memphis TN 38187 President / Director 0.00 0 0 0 David J Wages P O Box 17800 Memphis TN 38187 Sec. / Treas. / Director 0.00 0 0 0 Henry W Morgan Sr P O Box 17800 Memphis TN 38187 Vice President / Director 0.00 0 0 0 NONE 0 NONE 0 0 9087308 6371932 0 15459240 0 0 15459240 231889 15227351 761368 761368 3775 3775 757593 0 757593 0 757593 1035000 0 1035000 757593 0 0 308431 56577 126328 491336 1035000 0 0 0 757593 277407 0 0 768743 0 0 0 0 0 0 0 768743 308431 56577 126328 277407 X A Step Ahead Foundation 666 West Drive Memphis TN 38119 None Public To further donee's 501(c)(3) purposes 100000 AFA Foundation Post Office Drawer 2440 Tupelo MS 38803 None Public To further donee's 501(c)(3) purposes 40000 American Center for Law and Justice Inc PO Box 90555 Washington DC 200900555 None Public To further donee's 501(c)(3) purposes 5000 American Council of Trustees and Alumni 1730 M Street NW Suite 600 Washington DC 20036 None Public To further donee's 501(c)(3) purposes 20000 American Enterprise Institute 1789 Massachusetts Avenue NW Washington DC 20036 None Public To further donee's 501(c)(3) purposes 75000 American Legislative Exchange Council 2900 Crystal Drive 6th Floor Arlington VA 22202 None Public To further donee's 501(c)(3) purposes 2500 Beacon Center of Tennessee 1200 Clinton Street 205 Nashville TN 37203 None Public To further donee's 501(c)(3) purposes 5000 Big Oak Ranch 250 Jake Mintz Road Gadsden AL 359058958 None Public To further donee's 501(c)(3) purposes 15000 Center for Immigration Studies 1629 K St NW Suite 600 Washington DC 20006 None Public To further donee's 501(c)(3) purposes 15000 Church Health Center 1210 Peabody Avenue Memphis TN 38104 None Public To further donee's 501(c)(3) purposes 100000 Claremont Institute Post Office Box 39 Claremont CA 91711 None Public To further donee's 501(c)(3) purposes 2500 Emmanuel & Associates PO Box 483 Brandon MS 390430483 None Public To further donee's 501(c)(3) purposes 25000 Eureka True Vine Baptist Church 3510 Millbranch Road Memphis TN 38116 None Public To further donee's 501(c)(3) purposes 2500 Financial Issues Stewardship Ministries PO Box 270 Exton PA 19341 None Public To further donee's 501(c)(3) purposes 4000 Germantown Presbyterian Church 2363 Germantown Road South Memphis TN 38138 None Public To further donee's 501(c)(3) purposes 20000 Grace Evangelical Church 9750 Wolf River Blvd Germantown TN 38139 None Public To further donee's 501(c)(3) purposes 8000 Hillsdale College 227 Massachusetts Ave NE Washington DC 20002 None Public To further donee's 501(c)(3) purposes 70000 Hoover Institution 434 Galvez Mall Stanford CA 943056003 None Public To further donee's 501(c)(3) purposes 5000 Hudson Institute 1201 Pennsylvania Avenue NW Washington DC 20004 None Public To further donee's 501(c)(3) purposes 25000 Immigration Reform Law InstituteFederation For American Immigration Reform 25 Massachusetts Ave NW Washington DC 20001 None Public To further donee's 501(c)(3) purposes 25000 Intercollegiate Studies Institute 3901 Centerville Road Wilmington DE 19807 None Public To further donee's 501(c)(3) purposes 2500 Manhattan Institute 52 Vanderbilt Avenue New York NY 10017 None Public To further donee's 501(c)(3) purposes 2500 Media Research Center 1900 Campus Commons Drive Reston VA 20191 None Public To further donee's 501(c)(3) purposes 2500 Memphis Area Youth Association 3094 Connabrook Drive Memphis TN 38116 None Public To further donee's 501(c)(3) purposes 2000 Memphis University School 6191 Park Avenue Memphis TN 381195399 None Public To further donee's 501(c)(3) purposes 5000 Mid-South Food Bank 3865 South Perkins Road Memphis TN 38118 None Public To further donee's 501(c)(3) purposes 50000 MIFA C/O Advancement Office 910 Vance Avenue Memphis TN 38126 None Public To further donee's 501(c)(3) purposes 100000 National Association of Scholars 420 Madison Avenue 7th Floor New York NY 10017 None Public To further donee's 501(c)(3) purposes 5000 Planned Parenthood Center 2430 Poplar Ave Suite 100 Memphis TN 38112 None Public To further donee's 501 (c)(3) purposes 100000 Service Over Self 2505 Poplar Avenue Memphis TN 381123715 None Public To further donee's 501(c)(3) purposes 25000 Slingshot Memphis Inc 802 Rozelle Street Memphis TN 38104 None Public To further donee's 501(c)(3) purposes 50000 St George's Episcopal Church 2425 S Germantown Road Germantown TN 38138 None Public To further donee's 501(c)(3) purposes 1000 The Federalist Society 1776 I Street NW Suite 300 Washington DC 20006 None Public To further donee's 501(c)(3) purposes 2500 The Heritage Foundation 214 Massachusetts Ave NE Washington DC 200024999 None Public To further donee's 501(c)(3) purposes 65000 The Salvation Army 696 Jackson Avenue Memphis TN 38105 None Public To further donee's 501(c)(3) purposes 50000 The State Policy Network 1500 Wilson Blvd Suite 600 Arlington VA 22209 None Public To further donee's 501(c)(3) purposes 2500 Victims of Communism Memorial Foundation 900 15th Street NW Washington DC 20005 None Public To further donee's 501(c)(3) purposes 5000 1035000 0 139620 131942 -252856 0 0 18706 18706 3 The $139,620 of interest income was derived from a money market fund. 4 The $131,942 of dividend income was derived from corporate securities. 8 The $252,856 of capital losses were derived from sales of mutual funds 0 0 0 0 0 0 0 0 0 0 X X 1 J Bayard Boyle Jr 5900 Poplar Ave Memphis TN 38119 100000 X 2 J Bayard Boyle Jr 5900 Poplar Ave Memphis TN 38119 300165 X 2 423 shares of Berkshire Hathaway Class B (BRK.B) 150800 2023-12-29 2 531 shares of FedEx (FDX) 149365 2023-12-29 BTIC administrative fee 16500 0 0 Tennessee does not require the filing of Form 990-PF American Express (AXP) - 2,334 shares 232700 437252 Ameriprise Financial, Inc (AMP) - 466 shares 79970 177001 Amgen, Inc (AMGN) - 200 shares 35050 57604 Berkshire Hathaway Class B (BRK.B) - 6,838 shares 692842 2438841 BP Corp. (BP) - 1,058 shares 2662 37453 Coca Cola (KO) - 950 shares 228 55984 FedEx Corporation (FDX) - 21,894 shares 2502750 5538525 IBM (IBM) - 264 shares 40667 43177 JD.Com Incorporated (JD) - 15,036 shares 373001 434390 Kyndryl Holdings, Inc. (KD) - 52 shares 1678 1080 Roblox Corporation (RBLX) - 1,092 shares 4947 49926 Truist Financial Corp (TFC) - 2,266 shares 4753 83661 Longleaf Partners Fund (LLPFX) - 2,715.393 shares AT COST 61751 61727 Book value adjustment on contributed assets 317682 Raymond James - Wire/ADR fees 300 0 0 2023 TN Annual Report Fee 20 0 0 Henry W Morgan Sr 5900 Poplar Avenue Memphis TN 38119 Snowden B Morgan 5900 Poplar Avenue Memphis TN 38119 Henry W Morgan Jr 5900 Poplar Avenue Memphis TN 38119 J Bayard Boyle Jr 5900 Poplar Avenue Memphis TN 38119 Paul TJ Boyle 5900 Poplar Avenue Memphis TN 38119