2023-03-15T10:29:55-05:00 2022-12-31 990PF 2022-01-01 237256010 Charles H Boyle Foundation Inc BOYL 9017670100 P O Box 17800 Memphis TN 38187 Gary B Douglas Sec-Treas Sec. - Treas. 9017670100 2023-03-15 Gary Douglas Sec-Treas XXX-XX-XXXX 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 14312364 X 1438092 35250 35250 144773 144773 8373 2853628 2287266 1626488 2467289 0 0 0 321 0 0 321 0 0 827110 827110 827431 0 827110 799057 2467289 366980 111176 111176 3294763 5712861 5712861 4266893 3953303 7331853 1447997 1463250 1156474 9376633 11240590 14312364 0 0 X 6333379 6333379 0 0 3043254 4907211 9376633 11240590 9376633 11240590 9376633 799057 1064900 11240590 0 11240590 3,046 shares of Roblox 2018-06-19 2022-02-01 178368 13798 164570 164570 1,954 shares of Roblox 2018-06-19 2022-03-15 81176 8852 72324 72324 1,063 shares of Roblox 2018-06-19 2022-03-23 49540 4815 44725 44725 266 shares of Arconic 1998-01-05 2022-06-29 7401 208 7193 7193 3,861 shares of Despegar 2007-08-08 2022-06-29 32520 13552 18968 18968 3,674 shares of Freshworks 2014-06-06 2022-06-29 48339 5574 42765 42765 264 shares of Intuit 2014-10-17 2022-06-29 106562 37755 68807 68807 8,945 shares of Nu Holdings 2015-05-15 2022-06-29 34814 805 34009 34009 391 shares of Peloton 2014-06-27 2022-06-29 4019 164 3855 3855 3,447 shares of SentinelOne 2014-03-31 2022-06-29 85319 2723 82596 82596 1,847 shares of Stoneco 2015-01-30 2022-06-29 15839 4710 11129 11129 12,631 shares of Toast 2019-03-27 2022-06-29 183444 59734 123710 123710 1,666 shares of Warby Parker 2013-12-17 2022-06-29 20961 9113 11848 11848 275 shares of Coinbase Global 2018-10-26 2022-06-29 15537 9952 5585 5585 7,499 shares of Meituan Class B 2017-08-16 2022-06-29 191297 37270 154027 154027 2,025 shares of Freshworks 2014-06-06 2022-07-26 27360 2066 25294 25294 225 shares of Freshworks 2014-06-06 2022-07-27 2768 230 2538 2538 29,983 shares of Nu Holdings 2015-05-15 2022-10-20 130024 2698 127326 127326 4,912 shares of Toast 2020-07-27 2022-10-20 95195 44257 50938 50938 358 shares of Procore Technologies 2018-12-05 2022-10-20 17936 8950 8986 8986 49,161 shares of First Horizon 2013-12-12 2022-10-25 1181247 290940 890307 890307 6,000 shares of JD.com 2015-05-21 2022-12-21 342335 8196 334139 334139 Capital Gains Dividends P 1627 1627 1627 2287266 34295 0 34295 0 34295 0 0 0 0 0 X 298 34593 0 0 0 0 0 0 0 0 0 0 0 1 TN 0 0 1 0 0 0 N/A Gary B Douglas 9017670100 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 J Bayard Boyle Jr P O Box 17800 Memphis TN 38187 President / 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 Snowden B Morgan p O Box 17800 Memphis TN 38187 Director 0.00 0 0 0 Gary B Douglas P O Box 17800 Memphis TN 38187 Sec. / Treas. / Director 0.00 0 0 0 NONE 0 NONE 0 0 10350875 4574540 0 14925415 0 0 14925415 223881 14701534 735077 735077 34295 34295 700782 0 700782 0 700782 827110 0 827110 700782 0 0 308431 56577 365008 827110 0 0 0 700782 126328 0 0 491336 0 0 0 0 0 0 0 491336 308431 56577 126328 X The Salvation Army 696 Jackson Avenue Memphis TN 38105 None Public To further donee's 501(c)(3) purposes 50000 Slingshot Memphis Inc 802 Rozelle Street Memphis TN 38104 None Public To further donee's 501(c)(3) purposes 75000 Planned Parenthood Center 2430 Poplar Ave Suite 100 Memphis TN 38112 None Public To further donee's 501 (c)(3) purposes 100000 Mid-South Food Bank 3865 South Perkins Road Memphis TN 38118 None Public To further donee's 501(c)(3) purposes 50000 Metropolitan Inter-Faith Association 910 Vance Avenue Memphis TN 38126 None Public To further donee's 501(c)(3) purposes 75000 Germantown Presbyterian Church 2363 Germantown Road South Memphis TN 38138 None Public To further donee's 501(c)(3) purposes 19110 Church Health Center 1210 Peabody Avenue Memphis TN 38104 None Public To further donee's 501(c)(3) purposes 85000 A Step Ahead Foundation 666 West Drive Memphis TN 38119 None Public To further donee's 501(c)(3) purposes 100000 Hudson Institute 1201 Pennsylvania Avenue NW Washington DC 20004 None Public To further donee's 501(c)(3) purposes 20000 The Heritage Foundation 214 Massachusetts Ave NE Washington DC 200024999 None Public To further donee's 501(c)(3) purposes 40000 National Constitution Center 525 Arch Street Philadelphia PA 19106 None Public To further donee's 501(c)(3) purposes 1000 AFA Foundation Post Office Drawer 2440 Tupelo MS 38803 None Public To further donee's 501(c)(3) purposes 25000 Federation for American Immigration Reform 25 Massachusetts Ave NW Washington DC 20001 None Public To further donee's 501(c)(3) purposes 5000 Evangelical Christian School 7600 Macon Road Cordova TN 38018 None Public To further donee's 501(c)(3) purposes 25000 Bodine School 2432 Yester Oaks Drive Germantown TN 381396420 None Public To further donee's 501(c)(3) purposes 5000 Service Over Self 2505 Poplar Avenue Memphis TN 381123715 None Public To further donee's 501(c)(3) purposes 25000 Harvest Church PO Box 381855 Germantown TN 381831855 None Public To further donee's 501(c)(3) purposes 2000 Big Oak Ranch 250 Jake Mintz Road Gadsden AL 359058958 None Public To further donee's 501(c)(3) purposes 15000 Neighborhood Christian Centers 785 Jackson Avenue Memphis TN 381074014 None Public To further donee's 501(c)(3) purposes 25000 Indigenous Advance Ministries PO Box 38444 Germantown TN 381830444 None Public To further donee's 501(c)(3) purposes 10000 Emmanuel & Associates PO Box 483 Brandon MS 390430483 None Public To further donee's 501(c)(3) purposes 25000 American Center for Law and Justice Inc PO Box 90555 Washington DC 200900555 None Public To further donee's 501(c)(3) purposes 25000 Financial Issues Stewardship Ministries PO Box 270 Exton PA 193410270 None Public To further donee's 501(c)(3) purposes 25000 827110 0 35250 144773 8373 0 0 188396 188396 3 The $35,250 of interest income was derived from a money market fund. 4 The $144,773 of dividend income was derived from corporate securities. 8 The $8,373 of capital gains was derived from sales of common stock 0 0 0 0 0 0 0 0 0 0 X X 1 Paul T J Boyle 5900 Poplar Ave Memphis TN 38119 391919 X 2 J Bayard Boyle Jr 5900 Poplar Ave Memphis TN 38119 1046173 X 1 112 shares of Intuit (INTU) 46656 2022-06-25 1 1,505 shares of SentinelOne (S) 39875 2022-06-25 1 692 shares of Stoneco (STNE) 6134 2022-06-25 1 728 shares of Warby Parker (WRBY) 10049 2022-06-25 1 5,435 shares of Toast (TOST) 82342 2022-06-25 1 2,876 shares of Meituan Dianping (MPNGF) 72580 2022-06-25 1 1,499 shares of Freshworks (FRSH) 20242 2022-06-25 1 3,156 shares of Nu Holdings (NU) 12813 2022-06-25 1 992 shares of Freshworks (FRSH) 13703 2022-07-21 1 2,113 shares of Toast (TOST) 37913 2022-10-06 1 10,578 shares of Nu Holdings (NU) 49612 2022-10-06 2 116 shares of Intuit (INTU) 48561 2022-06-25 2 1,567 shares of SentinelOne (S) 41502 2022-06-25 2 721 shares of Stoneco (STNE) 6385 2022-06-25 2 757 shares of Warby Parker (WRBY) 10459 2022-06-25 2 5,657 shares of Toast (TOST) 85702 2022-06-25 2 2,993 shares of Meituan Dianping (MPNGF) 75542 2022-06-25 2 1,561 shares of Freshworks 21068 2022-06-25 2 3,285 shares of Nu Holdings (NU) 13337 2022-06-25 2 1,033 shares of Freshworks (FRSH) 14262 2022-07-21 2 2,200 shares of Toast (TOST) 39462 2022-10-06 2 11,010 shares of Nu Holdings (NU) 51636 2022-10-06 2 1,063 shares of Roblox (RBLX) 49557 2022-03-21 2 275 shares of Coinbase (COIN) 17245 2022-06-25 2 3,861 shares of Despegar.com (DESP) 32703 2022-06-25 2 36 shares of Intuit 15034 2022-06-25 2 1,630 shares of Meituan Dianping 41138 2022-06-25 2 391 shares of Peloton 4305 2022-06-25 2 375 shares of SentinelOne (S) 9934 2022-06-25 2 434 shares of Stoneco (STNE) 3845 2022-06-25 2 1,539 shares of Toast (TOST) 23316 2022-06-25 2 181 shares of Warby Parker (WRBY) 2500 2022-06-25 2 614 shares of Freshworks (FRSH) 8289 2022-06-25 2 2,504 shares of Nu Holdings (NU) 10166 2022-06-25 2 266 shares of Arconic (ARNC) 7443 2022-06-25 2 225 shares of Freshworks (FRSH) 2932 2022-07-22 2 358 shares of Procore Technologies 20191 2022-10-06 2 599 shares of Toast (TOST) 10746 2022-10-06 2 8,395 shares of Nu Holdings (NU) 39373 2022-10-06 2 6,000 shares of JD.com 339540 2022-12-18 Tennessee does not require the filing of Form 990-PF FedEx Corporation (FDX) - 21,363 shares 2496472 3700072 BP Corp. (BP) - 1,058 shares 2662 36956 Berkshire Hathaway Class B (BRK.B) - 6,415 shares 681175 1981593 Truist Financial Corp (TFC) - 2,266 shares 4753 97506 JD.Com Incorporated (JD) - 15,036 shares 373001 843971 American Express (AXP) - 2,334 shares 232700 344849 Ameriprise Financial, Inc (AMP) - 466 shares 79970 145098 Amgen, Inc (AMGN) - 200 shares 35050 52528 IBM (IBM) - 264 shares 40667 37195 Coca Cola (KO) - 950 shares 228 60429 Kyndryl Holdings, Inc. (KD) - 52 shares 1678 578 Roblox Corporation (RBLX) - 1,092 shares 4947 31078 Longleaf Partners Fund (LLPFX) - 2,715.393 shares AT COST 61341 49583 Longleaf Partners Small Cap Fund (LLSCX) - 52,759.347 shares AT COST 1401909 1106891 Raymond James - Wire/ADR fees 301 0 0 2022 TN Annual Report Fee 20 0 0 Book value adjustment on contributed assets 1064900 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