THE HOWELL LEGACY GROUP TRUST

I. Executive Summary

Year-at-a-Glance Metrics

Strategic Highlights

• Delaware Statutory Trust established August 13, 2025 with comprehensive governance structure
• All three 501(c)(3) charitable foundations received IRS approval in October 2025
• Arthur Lamon Howell Family Legacy Sub-Trust established November 28, 2025 with $25,000 initial allocation
• Patent portfolio valued at $15-21 million with 8 USPTO applications in examination, 3 pending filing
• Nevada strategic entities established for tax optimization and IP licensing
• SAM.gov registrations completed for all three foundations (December 2025)
• H&L Venture Group generating $750K-$1M annual revenue with 15% net margins
• 13th Annual Family Wealth Report Awards 2026 nominations submitted (December 5, 2025)

II. Organizational Structure

Entity Hierarchy

The Howell Legacy Group operates through a four-tier structure designed for maximum asset protection, tax efficiency, and operational flexibility:

• Tier 1 - Master Trust: The Howell Legacy Group Trust (Delaware Statutory Trust)
• Tier 2 - Corporate Trustee: Howell Holdings LLC & AITCH Holdings LLC
• Tier 3 - Primary Operations: AITCH Enterprises LLC
• Tier 4 - Specialized Subsidiaries: Investment, Real Estate, IP, Music, and Patent entities

Complete Entity Registry

Governance Tier (3 Entities)

Sub-Trust (1 Entity)

Primary Operations (1 Entity)

Investment Management Division (5 Entities)

Real Estate Division (3 Entities)

Music & Intellectual Property Division (3 Entities)

Patent Portfolio Division (11 Entities)

Operating Businesses (1 Entity)

501(c)(3) Charitable Foundations (3 Entities)

III. 2025 Accomplishments

Legal & Governance Achievements

• Delaware Statutory Trust established August 13, 2025 (File #14313192)
• Corporate Trustee structure (Howell Holdings LLC) fully operational
• All entities in good standing with proper EINs across 4 jurisdictions
• Arthur Lamon Howell Family Legacy Sub-Trust established November 28, 2025
• Nevada entities established for tax-advantaged IP licensing and investment operations
• Comprehensive operating agreements executed for all subsidiaries
• Delaware Certificates of Good Standing obtained (October 2025)

Charitable Foundation Approvals

All three 501(c)(3) applications received IRS approval in October 2025, representing a 100% success rate:

• Today's Child Foundation: Supporting adoption services and family reunification
• Ifoma Foundation: Vision care and eye health services (honoring maternal legacy)
• AITCH Conservation Foundation: Environmental conservation and education

SAM.gov Federal Registration

All three charitable foundations completed SAM.gov Unique Entity ID registration on December 18, 2025:

Patent Portfolio Development

Eleven patent entities formed under AITCH Technologies LLC, with eight USPTO applications filed and accepted for examination:

Three patents pending USPTO filing: EcoInfuse Systems LLC, SkyRoot Systems LLC, and TerraSkin Systems LLC.

Industry Recognition

IV. Financial Performance

Portfolio Valuation Summary

Revenue Operations

• H&L Venture Group: $750K-$1M annual revenue (BrightStar Care franchise, 15% net margins)
• 52nd Street Capital MSA: $10,000 monthly base fee ($120,000 annually)
• Music Licensing: 15+ active agreements (Meta, TikTok, YouTube, etc.)
• Nevada Operations: IP licensing and investment structures operational

V. 2026 Strategic Initiatives

Strategic Priorities Matrix

Nevada Entity Activation

The three Nevada entities will be activated for full operations in Q1 2026:

• Nevada Investment Holdings LLC: Alternative investments and passive income structures
• Nevada IP Licensing LLC: Patent licensing operations (coordinated with AITCH Technologies)
• Nevada Venture Capital LLC: Venture investments and startup participation

Foundation Federal Grant Activation

With SAM.gov UEIs secured, Q1 2026 priorities include:

• Complete full SAM.gov entity registration for all three foundations
• Register on Grants.gov for federal grant access
• Apply for Google Ad Grants ($10K/month per foundation)
• Submit W.K. Kellogg Foundation Letter of Inquiry (Today's Child)
• Contact Lions Club International Foundation for LCIF Vision Grant partnership (Ifoma)

Five-Year Growth Trajectory

VI. Governance & Risk Management

Leadership Structure

Legacy Advisory Council (Non-Voting)

Professional Services Network

• Tax & Accounting: Cunningham & Associates (CPA)
• Bookkeeping: TrueNorth LLP (Enterprise-level)
• Banking: Fidelity (Trust), Navy Federal (Operations), Wells Fargo (Commercial)
• Insurance: Penn Mutual ($2M life insurance policy)
• Retirement: Charles Schwab Solo 401(k)

Board Meeting Cadence

• Quarterly Board Meetings: January 15, April 15, July 15, October 15
• Semi-Annual Advisory Council: March and September
• Annual Family Assembly: December (year-end review and planning)

VII. Family Portal Access

The Howell Legacy Group has established a secure private family portal providing authorized family members with access to confidential trust documents, entity information, and organizational resources.

Email Access Invitation

Family members will receive the following invitation to access the secure portal:

Portal Access Instructions

To access the portal, family members will:

1. Receive an email invitation to create an account
2. Click "Accept Invitation" to set their password
3. Use the "AUTHORIZED ACCESS" button on the site to log in
4. Access confidential family trust documents and entity information

VIII. Conclusion & Outlook

The Howell Legacy Group Trust has successfully completed its foundational year with all strategic objectives achieved or exceeded. The establishment of 33 entities across four jurisdictions, including three Nevada tax-advantaged entities, combined with the approval of all three charitable foundations, positions the organization for sustained growth and multi-generational wealth preservation.

Key Accomplishments Summary

• Complete trust infrastructure established with proper governance protocols
• Arthur Lamon Howell Family Legacy Sub-Trust established with $25,000 allocation
• Nevada entities provide tax-optimized structure for IP licensing and investments
• 100% approval rate on 501(c)(3) charitable foundation applications
• SAM.gov Unique Entity IDs obtained for all three foundations
• Patent portfolio with 8 USPTO applications filed and in examination, 3 pending filing
• Revenue-generating operations producing $1M+ annually
• 13th Annual Family Wealth Report Awards 2026 nominations submitted
• Secure family portal launched at howelllegacygrp.com