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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 10-01-2018 , and ending 09-30-2019
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$0J 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 23,614 23,614 23,614
4 Dividends and interest from securities... 74,397 74,397 74,397
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 79,689
b Gross sales price for all assets on line 6a 1,303,753
7 Capital gain net income (from Part IV, line 2)... 79,689
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 990    
12 Total. Add lines 1 through 11........ 178,690 177,700 98,011
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 118,750 29,688    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 15,692 3,923    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,558 890    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,000 750    
21 Travel, conferences, and meetings....... 11,321 2,830    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 441 110    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 152,762 38,191   0
25 Contributions, gifts, grants paid....... 262,471 262,471
26 Total expenses and disbursements. Add lines 24 and 25 415,233 38,191   262,471
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -236,543
b Net investment income (if negative, enter -0-) 139,509
c Adjusted net income (if negative, enter -0-)... 98,011
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 31,418 24,603  
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) 156,771 Click to see attachment304,278  
b Investments—corporate stock (attach schedule)....... 2,171,199 Click to see attachment2,190,371  
c Investments—corporate bonds (attach schedule)....... 857,944 Click to see attachment653,760  
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 660,682 Click to see attachment468,471  
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) 3,878,019 3,641,483 0
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)   Click to see attachment7
23 Total liabilities (add lines 17 through 22).........   7
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 3,710,449 3,710,449
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 167,570 -68,973
30 Total net assets or fund balances (see instructions)..... 3,878,019 3,641,476
31 Total liabilities and net assets/fund balances (see instructions). 3,878,019 3,641,483
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,878,019
2
Enter amount from Part I, line 27a .....................
2
-236,543
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,641,476
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 30 .
6
3,641,476
Form 990-PF (2018)
Form 990-PF (2018)
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 60 LOCKHEED MARTIN P 2017-03-09 2018-10-04
b 330 VENTAS P 2018-04-10 2018-10-14
c 25000 WHIRLPOOL CORP P 2011-06-07 2018-10-04
d 375 ISHARES MSCI P 2017-11-16 2018-11-01
e 77 ISHARES CORE S&P 500 P 2018-09-20 2018-11-01
274 ISHARES INTER-TERM P 2016-09-28 2018-11-01
929.023 OAKMARK INTER FD P 2017-11-02 2018-11-02
700 HALLIBURTON P 2017-12-06 2018-11-07
460 TOTAL SA P 2017-11-16 2018-11-07
2 ALPHABET P 2017-11-16 2018-11-07
12 ISHARES CORE S&P 500 P 2018-09-22 2018-11-28
650 CITIGROUP P 2017-11-16 2018-12-07
955 WEYERHAEUSER P 2016-04-08 2018-12-07
26.095 CARILLON EAGLE SM CAP P 2018-09-30 2018-12-17
485 MARRIOTT INTL P 2017-03-09 2019-01-07
75 UNITED HEALTH GRP P 2017-09-30 2019-01-15
TRANS-CANADA PIPELINE P 2017-09-30 2019-01-15
220 FEDEX P 2018-04-10 2019-01-29
80 ISHARES CORE S&P 500 P 2018-09-20 2019-01-29
BB&T CORP P 2017-09-30 2019-02-01
85 JP MORGAN P 2016-10-26 2019-02-12
90 MICROSOFT P 2017-09-30 2019-02-12
ALABAMA POWER & LIGHT P 2017-09-30 2019-02-15
660 CVS HEALTH GRP P 2018-09-06 2019-03-06
200 FEDEX P 2018-04-10 2019-03-06
1760 HP INC P 2018-06-17 2019-03-06
25 PHILLIPS 66 P 2018-10-04 2019-03-06
3 ALPHABET P 2017-11-16 2019-03-07
CBS CORP P 2015-11-02 2019-03-07
65 COSTCO P 2013-12-31 2019-04-03
80 INTUIT P 2017-03-09 2019-04-03
100 MASTERCARD P 2017-07-11 2019-04-03
US TREASURY NOTE P 2017-09-30 2019-04-16
245 ISHARES CORE S&P SMALL P 2013-09-30 2019-05-05
914.826 AM CENTURY MID CAP P 2017-09-30 2019-05-06
227.221 VICTORY SYCAMORE P 2017-09-30 2019-05-06
3663838 CARILTON EAGLE SM CAP P 2017-09-30 2019-05-06
260 AMGEN P 2017-09-30 2019-05-08
BP CAPITAL ASSETS P 2015-10-06 2019-05-10
135 ISHARES S&P MID CAP P 2017-09-30 2019-05-10
750 OCCIDENTAL PETROLEUM P 2017-11-08 2019-06-05
80 KONTOOR BRANDS P 2017-08-02 2019-06-10
1245 INTEL P 2018-11-08 2019-07-08
985 AM CENT MID CAP P 2017-09-30 2019-08-07
779 CARILTON EAGLE SM CAP P 2017-09-30 2019-08-07
161 VICTORY SYCAMORE P 2017-09-30 2019-08-07
220 MORGAN STANLEY P 2017-09-30 2019-08-07
630 S W AIRLINES P 2017-03-09 2019-08-07
140 SIMON PROPERTY GRP P 2019-03-06 2019-08-07
785 MORGAN STANLEY P 2017-09-30 2019-09-04
410 STARBUCKS P 2018-12-07 2019-09-11
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 20,832   17,002 3,830
b 17,234   19,859 -2,625
c 25,675   26,812 -1,137
d 23,559   25,965 -2,406
e 21,017   22,781 -1,764
14,289   15,273 -984
22,352   26,496 -4,144
25,460   30,288 -4,828
27,283   24,627 2,656
2,213   1,373 840
3,311   3,550 -239
37,939   45,745 -7,806
24,158   30,041 -5,883
1,518   939 579
52,428   47,024 5,404
18,058   10,531 7,527
50,000   50,000  
38,247   52,280 -14,033
21,198   23,669 -2,471
50,000   50,000  
8,719   5,483 3,236
9,602   5,155 4,447
50,000   50,000  
35,709   50,818 -15,109
35,682   37,169 -1,487
33,570   41,513 -7,943
2,432   2,945 -513
3,489   2,060 1,429
30,000   29,835 165
15,749   4,177 11,572
21,500   9,378 12,122
23,835   8,945 14,890
14,953   15,032 -79
19,874   7,215 12,659
14,637   15,991 -1,354
10,184   10,682 -498
20,367   13,199 7,168
44,847   43,382 1,465
50,000   50,000  
21,651   9,479 12,172
35,373   50,773 -15,400
2,275   1,997 278
59,500   58,335 1,165
15,002   17,218 -2,216
40,609   28,785 11,824
6,889   7,569 -680
8,915   6,915 2,000
31,470   35,526 -4,056
21,562   24,731 -3,169
32,590   28,556 4,034
39,352   26,946 12,406
      46,645
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       3,830
b       -2,625
c       -1,137
d       -2,406
e       -1,764
      -984
      -4,144
      -4,828
      2,656
      840
      -239
      -7,806
      -5,883
      579
      5,404
      7,527
       
      -14,033
      -2,471
       
      3,236
      4,447
       
      -15,109
      -1,487
      -7,943
      -513
      1,429
      165
      11,572
      12,122
      14,890
      -79
      12,659
      -1,354
      -498
      7,168
      1,465
       
      12,172
      -15,400
      278
      1,165
      -2,216
      11,824
      -680
      2,000
      -4,056
      -3,169
      4,034
      12,406
       
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 79,689
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 -43,085
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))
2017      
2016      
2015      
2014      
2013      
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 2018 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 (2018)
Form 990-PF (2018)
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 2,790
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 2,790
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 2,790
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 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 8 110
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,900
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 2019 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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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     		12,800    
    20933 CR 447
    LINDALE,TX75771
    HELEN B DUFF DIRCETOR
    0.50     		12,800    
    5640 BELL ROAD 1084
    SCOTTSDALE,AZ852545957
    LAUREN LAIRD DIRCETOR
    0.50     		12,800    
    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     		19,600    
    1522 S RIVER
    CARTHAGE,MO64836
    SALLY SPRADLING STUART President
    0.50     		16,150    
    9542 BUENA VISTA
    OVERLAND PARK,KS66207
    IDA LOCARNI Chairman
    0.50     		12,200    
    711 BELLE AIRE
    CARTHAGE,MO64836
    J SHANNON SPRADLING Treasurer
    0.50     		20,400    
    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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Form 990-PF (2018)
    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 bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,790
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,790
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,790
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,790
    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
    262,471
    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
    262,471
    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
    262,471
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 43,931
    b From 2014...... 276,640
    c From 2015...... 282,686
    d From 2016...... 230,663
    e From 2017...... 239,062
    fTotal of lines 3a through e........ 1,072,982
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 262,471
    a Applied to 2017, 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 2018 distributable amount.....  
    e Remaining amount distributed out of corpus 262,471
    5 Excess distributions carryover applied to 2018.    
    (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 1,335,453
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		43,931
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		1,291,522
    10 Analysis of line 9:
    a Excess from 2014.... 276,640
    b Excess from 2015.... 282,686
    c Excess from 2016.... 230,663
    d Excess from 2017.... 239,062
    e Excess from 2018.... 262,471
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 (2018)
    Form 990-PF (2018)
    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   GREAT AMERICAN DAYS 1,500
    LINDALE INDEPENDENT SCHOOLS
    920 E HUBBARD
    LINDALE,TX75771     		NONE   STEM FOR LEARNING 1,487
    CARTHAGE HUMANE SOCIETY
    13860 DOG KENNEL LANE
    CARTHAGE,MO64836     		NONE   VACCINES & MEDICINE 6,500
    PITTSBURG STATE UNIV
    1701 S BROADWAY
    PITTSBURG,KS66762     		NONE   WOMEN IN LEADERSHIP PROGRAM 25,000
    FRACTURED ATLAS
    1800 WYNDOTTE ST
    KANSAS CITY,MO64108     		NONE   SEAMSTRESS TRAINING 3,500
    WEST PORT CENTER FOR THE ARTS
    3201 ROBERTSON ROAD
    TYLER,TX75701     		NONE   YOUTH ART PROGRAMS 2,500
    KANSAS CITY JAZZ ORCHESTRA
    PO BOX 12841
    SHAWNEE MISSION,KS66282     		NONE   MUSIC CONCERT SUPPORT 15,000
    ST LUKES FOUNDATION
    901 E 104TH
    KANSAS CITY,MO64131     		NONE   PURPLE CLINIC PROGRAM 5,000
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   MUSIC COMPOSITION 1,045
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   SECOND GRADE BOOK PUBLISHING 1,532
    KC SCHOLARS
    8080 WARD PARKWAY
    KANSAS CITY,MO64114     		NONE   TRADITIONAL AWARDS PROGRAM 2,500
    KANSAS CITY HEALTHY KIDS
    650 MINNESOTA AVE
    KANSAS CITY,MO64101     		NONE   FOOD AND YOUTH SAFETY EDUCATION PROGRAMS 2,500
    MOSCA
    3100 BROADWAY
    KANSAS CITY,MO64111     		NONE   PROJECT AWARE SUPPORT 2,500
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   SENSORY EQUIPMENT 1,587
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   LECTURE SERIES DAN RATHER 1,038
    BRIGHT FUTURES
    710 LYON ST
    CARTHAGE,MO64836     		NONE   UNDER-PRIVILEGED YOUTH PROGRAMS 2,019
    GUADALUPE CENTERS
    1015 AVENIDA CESAR E CHAVEZ
    KANSAS CITY,MO64108     		NONE   AFTER SCHOOL PROGRAMS 10,000
    LILLIE RUSSELL MEM LIBRARY
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   GENERAL LIBRARY SUPPORT 5,000
    CCVI
    3101 MAIN ST
    KANSAS CITY,MO64111     		NONE   KINDERGARTEN VISION PROGRAM 5,000
    PARK UNIVERSITY
    8700 NW RIVER PARK DR
    PARKVILLE,MO64152     		NONE   BUILDING SUPPORT 2,500
    GLENDALE FIRE DEPARTMENT
    421 OAK ST
    GLENDALE,CA91204     		NONE   PURCHASE FIRE FIGHTING EQUIPMENT 17,310
    SPAY NEUTER KANSAS CITY
    204 W 75TH
    KANSAS CITY,MO64114     		NONE   DOG AND CAT SPAY & NEUTER 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 1,500
    CARTHAGE PUBLIC LIBRARY
    612 S GARRISON
    CARTHAGE,MO64836     		NONE   LIBRARY SUPPORT 10,000
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   MAKING PRINTS A REALITY 1,000
    LITERACY KC
    3036 TROOST AV
    KANSAS CITY,MO64109     		NONE   READING PROGRAM SUPPORT 5,000
    CARTHAGE FAMILY LITERACY
    706 ORCHARD ST
    CARTHAGE,MO64836     		NONE   LITERACY PROGRAM SUPPORT 11,000
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   BACKPACK PROGRAM 3,000
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   ED MOSS EAST SCHOOL SUPPORT 2,110
    SHERWOOD AUTISM CENTER
    8030 WARD PARKWAY
    KANSAS CITY,MO64114     		NONE   AUTISM PROGRAM SUPPORT 5,000
    CARTHAGE R-9 FOUNDATION
    710 LYON STREET
    CARTHAGE,MO64836     		NONE   PAT WAITING AREA 5,000
    CARTHAGE R-9 FOUNDATION
    710 LYON STREET
    CARTHAGE,MO64836     		NONE   FFA LEADERSHIP 1,900
    CARTHAGE R-9 FOUNDATION
    710 LYON STREET
    CARTHAGE,MO64836     		NONE   WRITING AND SPEECH COMPETITION 7,000
    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 5,000
    CARTHAGE R-9 FOUNDATION
    710 LYON STREET
    CARTHAGE,MO64836     		NONE   LIBRARY FIELD TRIP 10,000
    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     		    LIFE THROUGH A VIEW FINDER PROGRAM 2,698
    LINDALE INDEPENDENT SCHOOLS
    200 HUBBARD STREET
    LINDALE,TX75771     		NONE   BOYLAN WRITING COMPETITION 3,000
    LINDALE INDEPENDENT SCHOOLS
    200 HUBBARD STREET
    LINDALE,TX75771     		NONE   ART & PHOTOGRAPHY 2,000
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   SCIENCE PROGRAM 1,390
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   SENIOR MEMORIAL BOOKS 2,400
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   MATH AND SPECIAL NEEDS 510
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   LIFE SKILLS 1,106
    ST PAULS CHILDRENS SERVICES
    1358 E RICHARDS ST
    TYLER,TX75702     		NONE   DENTAL CARE 5,075
    LINDALE INDEPEDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   LIFESKILLS 2,485
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD ST
    LINDALE,TX75771     		NONE   ELEVATE PROGRAM 1,131
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD ST
    LINDALE,TX75771     		NONE   ART PROGRAM 639
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD ST
    LINDALE,TX75771     		NONE   MARCHING BAND COMPETITION 4,000
    YOUTH SYMPHONY OF KC
    209 W 18TH
    KANSAS CITY,MO64108     		NONE   YOPUTH MUSIC EQUIPMENT SUPPORT 2,500
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   SPECIAL EDUCATION 2,785
    LINDALE INDEPENDENT SCHOOLS
    200 E HIBBARD STREET
    LINDALE,TX75771     		NONE   MATH PROGRAMS 4,394
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   LIBRARY REFERENCE MATERIALS 4,493
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   WELLNESS WEDNESDAYS 1,600
    CARTHAGE R-9 SCHOOLS
    710 S LYON
    CARTHAGE,MO64836     		NONE   GENERAL PROGRAMS SUPPORT 8,050
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		    HIGH SCHOOL ART PROGRAMS 2,737
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD ST
    LINDALE,TX75771     		    SCIENCE PROGRAM 2,000
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD ST
    LINDALE,TX75771     		    THEATRE PROGRAMS 4,000
    Total .................................bullet 3a 262,471
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		        23,614
    4 Dividends and interest from securities....         74,397
    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 ............     		        79,689
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS     		        990
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     178,690
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    178,690
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AM FUNDING CORP    
    JP MORGAN CHASE 50,566  
    MORGAN STANLEY 25,046  
    ANHEUSER-BUSCH INBEV WORLDWIDE    
    ALTRIA GROUP    
    CBS CORP    
    GOLDMAN SACHS 25,474  
    MCDONALDS CORP 40,709  
    NORTHROP GRUMMAN 30,391  
    PNC FUNDING 25,430  
    REPUBLIC SERVICES 20,817  
    WHIRPOOL CORP    
    BB&T CORP    
    BP CAPITAL MARKETS    
    SIMON PROPERTY GROUP 46,489  
    ALABAMA PWR CO NOTE    
    HOME DEPOT INC 50,935  
    TRANS-CANADA PIPELINES    
    FMC CORP 15,202  
    HEALTH CARE REIT 30,885  
    MARRIOTT INTERNATIONAL 14,900  
    MARRIOTT INTERNATIONAL 15,494  
    ROPER TECHNOLOGIES 35,008  
    US BANCORP 50,230  
    FMC CORP    
    HOST HOTELS 20,956  
    ISHARES INTERM TERM    
    ALTRIA GROUP 5/5/11 31,122  
    BANK OF AM FUNDING GRP 4/19/16 49,250  
    BERKSHIRE HATHAWAY 5/15/12 20,224  
    MASTERCARD INC CLASS A 3/31/14 20,461  
    VISA INC 9/11/17 9,607  
    QUALCOMM INC 24,564  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 53,548  
    ALPHABET INC 43,452  
    APPLE INC 74,284  
    COSTCO WHOLESALE 19,859  
    CHUBB LTD 29,189  
    BANK OF AMERICA 64,505  
    TARGET CORP 32,940  
    UNION PACIFIC 53,889  
    COMCAST CORP 37,428  
    CISCO SYSTEMS 41,794  
    TOTAL SA    
    DUKE REALTY 35,747  
    EATON CORP 27,939  
    ECOLAB 56,498  
    EXXONMOBILE 36,214  
    JP MORGAN CHASE 45,015  
    FEDEX CORP    
    HALLIBURTON    
    HP INC    
    JOHNSON & JOHNSON 49,521  
    MASTERCARD INC CLASS A 31,080  
    PEPSICO INC 38,318  
    MICROSOFT 48,060  
    NEXTERA ENERGY 31,188  
    PFIZER 28,331  
    OCCIDENTAL PETRO    
    PROCTER & GAMBLE 34,657  
    RAYTHEON 32,808  
    UNITED HEALTH GROUP 47,710  
    WEYERHAEUSER    
    MORGAN STANLEY CO    
    INTEL CORP    
    CVS HEALTH CORP    
    UNITED PARCEL SERVICE 40,935  
    PRAXAIR    
    MEDTRONIC PLC 29,001  
    AMAZON COM INC 63,605  
    FACEBOOK INC A SHARES 20,669  
    HOME DEPOT INC 56,392  
    BROWN FORMAN 38,910  
    3M CORP    
    ABBVIE INC    
    ACCENTURE PLC 38,448  
    AMGEN    
    AT&T 60,665  
    BB&T CORP 27,050  
    BECTON DICKINSON 44,814  
    BLACKROCK INC 35,521  
    BOIENG 36,990  
    DELTA AIR LINES 30,292  
    CHEVRON 45,801  
    CITIGROUP    
    CME GROUP 55,012  
    DISNEY 38,372  
    GENUINE PARTS 25,621  
    DUKE ENERGY 35,981  
    LINDE PUBLIC LIMITED 41,191  
    PHILLIPS 66 41,480  
    INTUIT 29,035  
    LOCKHEED MARTIN    
    MARRIOTT INTL    
    MERCK & CO 50,044  
    SOUTHWEST AIRLINES    
    TEXAS INSTRUMENTS 46,907  
    VF CORP 33,284  
    VENTAS 29,311  
    VERIZON 46,838  
    WAL MART 34,788  
    REALTY INCOME CORP 29,039  
    SALESFORCE 41,756  
    HONEYWELL INTERNATIONAL 48,645  

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    18007218
    Software Version:
    2018v3.1
    US Government Securities - End of Year Book Value:

    304,278
    US Government Securities - End of Year Fair Market Value:

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


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


     


    TY 2018 InvestmentsOtherSchedule2
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EAGLE SMALL CAPITAL GROWTH AT COST    
    ISHARES TR S&P MID CAP AT COST 42,803  
    ISHARES SMALL CAP AT COST    
    ISHARES CORE S&P 500 AT COST    
    CARILTON EAGLE SMALL CAP AT COST 65,281  
    ISHARES TR S&P MIDCAP 400 AT COST 75,218  
    AM CENTURY MID CAP AT COST 89,200  
    CHAMPLAIN MID CAP AT COST 121,898  
    ISHARES MSCI AT COST    
    OAKMARK INTER FUND AT COST    
    VICTORY SYCAMORE SM CAP AT COST 74,071  

    TY 2018 OtherExpensesSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 441 110    


    TY 2018 OtherIncomeSchedule2
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 990    


    TY 2018 OtherLiabilitiesSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value
    Rounding   7


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 15,692 3,923 0 0


    TY 2018 TaxesSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRIOR YEAR EXCISE TAX 3,558 890