Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 10-01-2017 , and ending 09-30-2018
Name of foundation
HELEN S BOYLAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 731
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CARTHAGE, MO64836
A Employer identification number

43-1254043
B Telephone number (see instructions)

(417) 359-2657
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,624,954J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 28,192 28,192 28,192
4 Dividends and interest from securities... 71,720 71,720 71,720
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 113,236
b Gross sales price for all assets on line 6a 1,451,085
7 Capital gain net income (from Part IV, line 2)... 113,236
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,657    
12 Total. Add lines 1 through 11........ 214,805 213,148 99,912
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 113,752 28,438    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,362 2,091    
c Other professional fees (attach schedule).... Click to see attachment 16,383 4,096    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,753 1,688    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,000 500    
21 Travel, conferences, and meetings....... 18,083 4,521    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 2,140 536    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 167,473 41,870   0
25 Contributions, gifts, grants paid....... 239,062 239,062
26 Total expenses and disbursements. Add lines 24 and 25 406,535 41,870   239,062
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -191,730
b Net investment income (if negative, enter -0-) 171,278
c Adjusted net income (if negative, enter -0-)... 99,912
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 16,903 31,418  
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 418,116 Click to see attachment156,771 148,712
b Investments—corporate stock (attach schedule)....... 1,947,621 Click to see attachment2,171,199 2,728,729
c Investments—corporate bonds (attach schedule)....... 981,931 Click to see attachment857,944 830,823
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 705,178 Click to see attachment660,682 916,690
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment5  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,069,749 3,878,019 4,624,954
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,710,449 3,710,449
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 359,300 167,570
29 Total net assets or fund balances (see instructions)..... 4,069,749 3,878,019
30 Total liabilities and net assets/fund balances (see instructions). 4,069,749 3,878,019
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,069,749
2
Enter amount from Part I, line 27a .....................
2
-191,730
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,878,019
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,878,019
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ENBRIDGE P 2017-08-09 2017-10-04
b BBT P 2016-11-21 2017-10-04
c VANGUARD REIT P 2017-03-09 2017-10-27
d DOW DUPONT P 2017-03-09 2017-11-08
e O'REILLY P 2013-09-30 2017-11-08
AMAZON P 2016-05-12 2017-11-08
COMCAST P 2016-08-11 2017-11-08
FED HOME LOAN MORTG CORP P 2013-04-04 2017-11-16
FED HOME LOAN MORTG CORP P 2012-01-13 2017-11-16
VANGUARD REIT P 2017-03-09 2017-11-16
SCHLUMBERGER P 2017-03-09 2017-12-06
MERCK & CO P 2016-11-21 2018-01-08
STARBUCKS P 2017-03-09 2018-02-12
PRINCIPAL FINANCIAL P 2016-10-13 2018-02-12
VERIZON COMMUNICATION P 2017-02-28 2018-03-07
JD CAPITAL P 2014-03-21 2018-03-12
ANHEUSER-BUSCH INBEV P 2011-01-15 2018-03-19
WELLS FARGO P 2013-08-08 2018-03-16
CUMMINS P 2017-04-05 2018-04-10
EATON CORP P 2016-12-09 2018-04-10
ORACLE P 2017-04-05 2018-04-10
3M CORP P 2017-03-09 2018-05-02
CARNIVAL P 2017-08-02 2018-06-07
GILEAD SCIENCES P 2017-08-02 2018-06-07
LOCKHEED MARTIN P 2017-03-09 2018-06-07
DOW DUPONT P 2017-03-09 2018-07-17
ISHARES MSCI P 2017-05-24 2018-08-05
FED NATIONAL MTG ASSN P 2016-09-27 2018-08-03
OAKMARK INTERNATIONAL P 2017-05-25 2018-08-06
CME GROUP P 2017-08-09 2018-08-09
INTUIT P 2016-12-16 2018-08-09
DOW DUPONT P 2017-03-09 2018-08-09
ISHARES MSCI P 2017-05-24 2018-08-14
OAKMARK INTERNATIONAL P 2017-05-25 2018-08-15
JP MORGAN P 2016-10-26 2018-09-06
ABBVIE P 2017-06-07 2018-09-06
INTUIT P 2016-12-16 2018-06-08
Capital Gain Dividends      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 27,596   27,118 478
b 40,746   39,850 896
c 41,797   41,694 103
d 22,661   20,342 2,319
e 19,980   9,364 10,616
85,063   44,160 40,903
28,876   27,111 1,765
74,203   74,368 -165
136,743   136,559 184
35,021   33,293 1,728
29,732   37,335 -7,603
56,607   62,766 -6,159
26,025   26,012 13
47,021   41,592 5,429
49,800   50,509 -709
50,000   50,000  
51,968   52,201 -233
24,903   25,079 -176
22,010   21,325 685
36,541   32,397 4,144
32,888   32,898 -10
42,759   41,773 986
42,652   47,095 -4,443
21,527   22,704 -1,177
22,509   18,810 3,699
23,153   21,931 1,222
54,128   52,715 1,413
48,028   50,018 -1,990
48,960   48,777 183
17,110   13,003 4,107
8,438   4,689 3,749
29,353   27,158 2,195
19,059   19,872 -813
18,964   20,932 -1,968
20,179   12,839 7,340
59,860   44,871 14,989
8,221   4,689 3,532
      26,004
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       478
b       896
c       103
d       2,319
e       10,616
      40,903
      1,765
      -165
      184
      1,728
      -7,603
      -6,159
      13
      5,429
      -709
       
      -233
      -176
      685
      4,144
      -10
      986
      -4,443
      -1,177
      3,699
      1,222
      1,413
      -1,990
      183
      4,107
      3,749
      2,195
      -813
      -1,968
      7,340
      14,989
      3,532
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 113,236
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -3,579
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018      
2017      
2016      
2015      
2014      
2
Total of line 1, column (d) .....................
2
 
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
 
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 3,426
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,426
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,426
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 132
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,558
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.boylanfoundation.org
    14
    The books are in care ofbulletELIZABETH SIMMONS Telephone no.bullet (417) 359-2657

    Located atbullet303 S MAIN PO BOX 731CARTHAGEMO ZIP+4bullet64836
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    J B HERING V PRES / DIR
    0.50     		12,000    
    20933 CR 447
    LINDALE,TX75771
    HELEN B DUFF DIRCETOR
    0.50     		12,000    
    5640 BELL ROAD 1084
    SCOTTSDALE,AZ852545957
    LAUREN LAIRD DIRCETOR
    0.50     		12,000    
    910 POPLAR PLACE
    CRANBERRY TOWNSHIP,PA16066
    EUGENE C HALL Director
    0.50     		12,000    
    1029 W 66TH STREET
    KANSAS CITY,MO64113
    ELIZABETH SIMMONS Secretary
    1.00     		17,400    
    1522 S RIVER
    CARTHAGE,MO64836
    SALLY SPRADLING STUART President
    0.50     		16,200    
    9542 BUENA VISTA
    OVERLAND PARK,KS66207
    IDA LOCARNI Chairman
    0.50     		12,000    
    711 BELLE AIRE
    CARTHAGE,MO64836
    J SHANNON SPRADLING Treasurer
    0.50     		20,152    
    6301 W 101ST STREET
    OVERLAND PARK,KS66212
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    0
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    3,426
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,426
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,426
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,426
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    0
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    239,062
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    239,062
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    239,062
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 77,206
    b From 2015...... 43,931
    c From 2016...... 276,640
    d From 2017...... 282,686
    e From 2018...... 230,663
    fTotal of lines 3a through e........ 911,126
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 239,062
    a Applied to 2018, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount.....  
    e Remaining amount distributed out of corpus 239,062
    5 Excess distributions carryover applied to 2019.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,150,188
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		77,206
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		1,072,982
    10 Analysis of line 9:
    a Excess from 2015.... 43,931
    b Excess from 2016.... 276,640
    c Excess from 2017.... 282,686
    d Excess from 2018.... 230,663
    e Excess from 2019.... 239,062
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    HELEN S BOYLAN FOUNDATION
    PO BOX 731
    CARTHAGE,MO64836
    (417) 359-6558
    bThe form in which applications should be submitted and information and materials they should include:
    NO PRESCRIBED FORM.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CARTGHAGE R-X FOUNDATION
    710 LYON STREET
    CARTHAGE,MO64836     		NONE   FBLA ASSISTANCE 5,000
    LINDALE INDEPENDENT SCHOOLS
    920 E HUBBARD
    LINDALE,TX75771     		NONE   EDUCATIONAL ASSISTANCE 3,183
    CARTHAGE HUMANE SOCIETY
    13860 DOG KENNEL LANE
    CARTHAGE,MO64836     		NONE   VACCINES & MEDICINE 3,167
    PITTSBURG STATE UNIV
    1701 S BROADWAY
    PITTSBURG,KS66762     		NONE   EDUCATION SUPPORT 6,149
    FRONT PORCH ALLIANCE
    3210 MICHIGAN AVE
    KANSAS CITY,MO64109     		NONE   YOUTH PROGRAMS 7,000
    WEST PORT CENTER FOR THE ARTS
    3201 ROBERTSON ROAD
    TYLER,TX75701     		NONE   YOUTH ART PROGRAMS 2,000
    KANSAS CITY JAZZ ORCHESTRA
    PO BOX 12841
    SHAWNEE MISSION,KS66282     		NONE   MUSIC CONCERT SUPPORT 15,000
    PARKS AND RECREATION OF JOHNSON CO
    7900 RENNER ROAD
    LENEXA,KS66219     		NONE   UNIVERSAL PLAYGROUND EQUIPMENT 7,000
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   OUTDOOR ADVENTURES PROGRAM 3,037
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   EDUCATIONAL SUPPORT 1,600
    THE PARKINSONS FOUNDATION
    8900 STATE LINE ROAD
    LEAWOOD,KS66206     		NONE   PARKINSONS MEDICAL RESEARCH 2,500
    KANSAS CITY HEALTHY KIDS
    650 MINNESOTA AVE
    KANSAS CITY,MO64101     		NONE   FOOD AND YOUTH SAFETY EDUCATION PROGRAMS 2,000
    MOSCA
    3100 BROADWAY
    KANSAS CITY,MO64111     		NONE   PROJECT AWARE SUPPORT 2,500
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   FITNESS PROGRAM 1,600
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   EDUCATIONAL ASSISTANCE-BOOKS FOR KIDS 4,000
    BRIGHT FUTURES
    710 LYON ST
    CARTHAGE,MO64836     		NONE   UNDER-PRIVILEGED YOUTH PROGRAMS 4,000
    GUADALUPE CENTERS
    1015 AVENIDA CESAR E CHAVEZ
    KANSAS CITY,MO64108     		NONE   AFTER SCHOOL PROGRAMS 12,500
    LILLIE RUSSELL MEM LIBRARY
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   GENERAL LIBRARY SUPPORT 4,000
    VISION CARTHAGE
    402 S GARRISON
    CARTHAGE,MO64836     		NONE   COMMUNITY ENHANCEMENT PROGRAMS 10,000
    THERAPEUTIC HARP FOUNDATION
    200 E MITCHELL DR
    PHOENIX,AZ85012     		NONE   THERAPEDTIC HARP MEDICAL THERAPY 5,763
    COMMUNITY THEATRE OF S W MO
    2406 W OLD ROUTE 66
    CARTHAGE,MO64839     		NONE   THEATRE ARTS SUPPORT 2,500
    FOR THE SILENT
    PO BOX 998
    TYLER,TX75710     		NONE   EDUCATION FOR SURVIVORS OF VIOLENCE 5,000
    OPERA OF THE OZARKS
    16311 US 62
    EUREKA SPRINGS,AR72632     		NONE   SUPPORT FOR FINE ARTS PROGRAMS 4,750
    HOME MEDICAL EQUIPMENT
    819 E 9TH
    JOPLIN,MO64801     		NONE   PURCHASE MEDICAL EQUIPMENT 2,500
    LINDALE COMMUNITY THEATRE
    109 W HUBBARD STREET
    LINDALE,TX75771     		NONE   THEATRICAL PROGRAM SUPPORT 4,601
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   GENERAL EDUCATIONAL SUPPORT 2,000
    WORKFORCE INVESTMENT BOARD
    420 GRAND AV
    JOPLIN,MO64801     		NONE   ECONOMIC EDUCATION PROGRAMS 11,000
    WARNELL MAJORS HOUSE MUSEUM
    6115 WORNALL ROAD
    KANSAS CITY,MO64113     		NONE   GENERAL MUSEUM SUPPORT 6,000
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   GENERAL PROGRAM SUPPORT 1,500
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   GENERAL PROGRAM SUPPORT 3,000
    KANSAS UNIVERSITY HOSPITAL
    4000 CAMBRIDGE STREET
    KANSAS CITY,KS66160     		NONE   MEDICAL STUDENT PROGRAMS 2,500
    CARTHAGE R-9 FOUNDATION
    710 LYON STREET
    CARTHAGE,MO64836     		NONE   PROGRAM SUPPORT 6,000
    CARTHAGE R-9 FOUNDATION
    710 LYON STREET
    CARTHAGE,MO64836     		NONE   BRIGHT FUTURES PROGRAM SUPPORT 7,000
    CARTHAGE R-9 FOUNDATION
    710 LYON STREET
    CARTHAGE,MO64836     		NONE   WRITING AND SPEECH COMPETITION 1,750
    ART CENTRAL
    1110 E 13TH
    CARTHAGE,MO64836     		NONE   ART PROGRAM SUPPORT 1,200
    ROSE BROOKS CENTER
    PO BOX 320599
    KANSAS CITY,MO64132     		NONE   DOMESTIC VIOLENCE SHELTER SUPPORT 2,000
    CARTHAGE R-9 FOUNDATION
    710 LYON STREET
    CARTHAGE,MO64836     		NONE   LIBRARY FIELD TRIP 1,687
    ST MARK CENTER
    2008 E 12TH ST
    KANSAS CITY,MO64127     		    INNER CITY YOUTH SERVICES 10,000
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		    EDUCATIONAL PROGRAM SUPPORT 2,491
    LINDALE INDEPENDENT SCHOOLS
    200 HUBBARD STREET
    LINDALE,TX75771     		NONE   EARLY CHILDHOOD DEVELOPMENT PROGRAM 1,104
    LINDALE INDEPENDENT SCHOOLS
    200 HUBBARD STREET
    LINDALE,TX75771     		NONE   READING PROGRAM SUPPORT 781
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   AP PROGRAM PHYSICS EQUIP 2,443
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   SENIOR MEMORIAL BOOKS 2,414
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   EDUCATION PROGRAM SUPPORT 1,700
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   GENERAL PROGRAM SUPPORT 1,364
    HOPE HAVEN OF EAST TEXAS
    2495 S MAIN
    LINDALE,TX75771     		NONE   EQUIPMENT PURCHASE 5,000
    UMKC FOUNDATION
    5115 OAK STREET
    KANSAS CITY,MO64112     		NONE   STUDENT AND FACULITY ASSISTANCE PROGRAMS 8,000
    MBH FOUNDATION
    1503 HAZEL AVENUE
    CARTHAGE,MO64836     		NONE   PURCHASE HOSPITAL BEDS 4,000
    CITY OF CARTHAGE
    326 GRANT
    CARTHAGE,MO64836     		NONE   PURCHASE OF EQUIPMENT 4,000
    CROSSLINES MINISTRIES
    600 E 6TH
    CARTHAGE,MO64836     		NONE   ASSISTANCE WITH ROOF REPLACEMENT 1,850
    YOUTH SYMPHONY OF KC
    209 W 18TH
    KANSAS CITY,MO64108     		NONE   YOPUTH MUSIC EQUIPMENT SUPPORT 4,000
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   READING PROGRAM ASSISTANCE 6,302
    LINDALE INDEPENDENT SCHOOLS
    200 E HIBBARD STREET
    LINDALE,TX75771     		NONE   CURRICULUM SUPPORT 7,000
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   MUSIC PROGRAM SUPPORT 226
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   GENERAL EDUCATION PROGRAM SUPPORT 4,400
    CARTHAGE R-9 SCHOOLS
    710 S LYON
    CARTHAGE,MO64836     		NONE   GENERAL PROGRAMS SUPPORT 5,000
    Total .................................bullet 3a 239,062
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		        28,192
    4 Dividends and interest from securities....         71,720
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        113,236
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS     		        1,657
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     214,805
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    214,805
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID: 17005038
    Software Version: 2017v2.2


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 8,362 2,091 0 0

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AM FUNDING CORP 49,250 49,197
    JP MORGAN CHASE 50,718 50,718
    MORGAN STANLEY 25,138 24,840
    BP CAPITAL MARKERS    
    ANHEUSER-BUSCH INBEV WORLDWIDE    
    WELLS FARGO & CO    
    ALTRIA GROUP 31,660 31,013
    CBS CORP 29,835 29,841
    GOLDMAN SACHS 25,600 24,907
    MCDONALDS CORP 40,983 38,917
    NORTHROP GRUMMAN 30,643 30,150
    PNC FUNDING 26,283 25,642
    REPUBLIC SERVICES 21,105 19,995
    VERIZON COMM    
    WHIRPOOL CORP 27,019 25,747
    BB&T CORP 50,011 49,945
    BP CAPITAL MARKETS 50,162 49,877
    JOHN DEERE CAPITAL CORP    
    SIMON PROPERTY GROUP 46,813 45,100
    ALABAMA PWR CO NOTE 50,712 50,434
    HOME DEPOT INC 51,855 50,918
    TRANS-CANADA PIPELINES 51,227 50,619
    FMC CORP    
    HEALTH CARE REIT 31,022 20,597
    HOST HOTELS & RESOURTS    
    MARRIOTT INTERNATIONAL 14,900 14,383
    MARRIOTT INTERNATIONAL 15,564 14,594
    ROPER TECHNOLOGIES 35,012 34,202
    US BANCORP 50,321 48,880
    FMC CORP 15,608 15,328
    HOST HOTELS 21,230 20,430
    ISHARES INTERM TERM 15,273 14,549

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 53,548 63,090
    ALPHABET INC 46,885 73,046
    APPLE INC 74,284  
    COSTCO WHOLESALE 24,037 72,813
    O'REILLY AUTO    
    BANK OF AMERICA 56,355 54,206
    TARGET CORP 32,940 37,489
    UNION PACIFIC 26,408 33,380
    COMCAST CORP    
    TOTAL SA 24,627 29,619
    CUMMINS INC    
    EATON CORP    
    ECOLAB 56,498 59,576
    EXXONMOBILE 36,214 38,259
    JP MORGAN CHASE 50,498 82,937
    FEDEX CORP 52,280 52,974
    HALLIBURTON 30,288 28,371
    HP INC 41,513 45,355
    JOHNSON & JOHNSON 49,521 55,959
    MASTERCARD INC CLASS A 40,025 83,479
    PEPSICO INC 38,318 39,130
    MICROSOFT 53,215 101,789
    NEXTERA ENERGY 31,188 45,252
    PFIZER 28,331 30,408
    OCCIDENTAL PETRO 37,124 46,426
    PROCTER & GAMBLE 34,657 35,789
    RAYTHEON 32,808 53,732
    UNITED HEALTH GROUP 58,241 97,105
    WEYERHAEUSER 30,041 30,818
    MORGAN STANLEY CO 35,471 46,803
    INTEL CORP 58,335 58,876
    CVS HEALTH CORP 29,233 30,701
    PRAXAIR 41,191 43,397
    AMAZON COM INC 47,300 100,150
    FACEBOOK INC A SHARES 20,669 39,470
    HOME DEPOT INC 56,392 78,717
    BROWN FORMAN 38,910 35,638
    3M CORP    
    ABBVIE INC    
    ACCENTURE PLC 38,448 52,762
    AMGEN 43,382 53,895
    AT&T 45,849 41,471
    BB&T CORP    
    BECTON DICKINSON 44,814 62,640
    BLACKROCK INC 35,521 42,420
    BOIENG 36,990 74,380
    CARNIVAL CORP    
    CHEVRON 45,801 48,912
    CITIGROUP 45,745 46,631
    CME GROUP 55,012 70,637
    DISNEY 38,372 42,098
    DOWDUPONT    
    DUKE ENERGY 35,981 36,009
    ENBRIDGE INC    
    GILEAD SCIENCES    
    INTUIT 38,413 70,494
    LOCKHEED MARTIN 17,002 20,758
    MARRIOTT INTL 47,024 64,035
    MERCK & CO    
    ORACLE    
    PRINCIPAL FIN GROUP    
    SCHLUMBERGER LTD    
    SOUTHWEST AIRLINES 35,526 39,344
    STARBUCKS    
    TEXAS INSTRUMENTS 46,907 62,228
    VF CORP 35,281 52,332
    VENTAS 49,170 47,311
    VERIZON 33,828 35,237
    WAL MART 34,788 40,381

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    17005038
    Software Version:
    2017v2.2
    US Government Securities - End of Year Book Value:

    156,771
    US Government Securities - End of Year Fair Market Value:

    148,712
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2017 InvestmentsOtherSchedule2
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EAGLE SMALL CAPITAL GROWTH AT COST 86,875 141,344
    ISHARES TR S&P MID CAP AT COST 84,697 158,462
    ISHARES SMALL CAP AT COST 50,019 139,758
    ISHARES CORE S&P 500 AT COST 50,001 49,471
    AM CENTURY MID CAP AT COST 122,409 124,720
    CHAMPLAIN MID CAP AT COST 121,898 154,207
    ISHARES MSCI AT COST 25,965 25,496
    OAKMARK INTER FUND AT COST 26,496 24,331
    VICTORY SYCAMORE SM CAP AT COST 92,322 98,901
    ISHARES LEHMAN INTER AT COST    
    VANGUARD REIT VIPERS AT COST    

    TY 2017 OtherAssetsSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Rounding   5  


    TY 2017 OtherExpensesSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    D&O INSURANCE 1,250 313    
    OFFICE EXPENSE 890 223    


    TY 2017 OtherIncomeSchedule2
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 1,657    


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 16,383 4,096 0 0


    TY 2017 TaxesSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRIOR YEAR EXCISE TAX 6,753 1,688