Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
DAN AND MERRIE BOONE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)4123 SPRING ISLAND 204 SPRING IS
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKATIE, SC29909
A Employer identification number

58-2663615
B Telephone number (see instructions)

(404) 233-8386
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$14,383,269J 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) 2,278,164
2 Check bullet.............
3 Interest on savings and temporary cash investments 31 31 31
4 Dividends and interest from securities... 253,012 253,012 253,012
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,094,359
b Gross sales price for all assets on line 6a 2,939,747
7 Capital gain net income (from Part IV, line 2)... 1,094,359
8 Net short-term capital gain......... 437,818
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 43,883 1,122  
12 Total. Add lines 1 through 11........ 3,669,449 1,348,524 690,861
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 10,574 2,643   7,931
c Other professional fees (attach schedule).... Click to see attachment 18,706 18,706    
17 Interest............... 1,220 1,220    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 65,935 7,560 58,375  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 14,600 14,585   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 111,035 44,714 58,375 7,946
25 Contributions, gifts, grants paid....... 526,280 526,280
26 Total expenses and disbursements. Add lines 24 and 25 637,315 44,714 58,375 534,226
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,032,134
b Net investment income (if negative, enter -0-) 1,303,810
c Adjusted net income (if negative, enter -0-)... 632,486
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 3    
2 Savings and temporary cash investments......... 2,585,458 910,268 910,268
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)      
b Investments—corporate stock (attach schedule)....... 4,366,934 Click to see attachment4,232,957 6,479,080
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 941,762 Click to see attachment5,783,062 6,993,921
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment4  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,894,157 10,926,291 14,383,269
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,894,157 10,926,291
29 Total net assets or fund balances (see instructions)..... 7,894,157 10,926,291
30 Total liabilities and net assets/fund balances (see instructions). 7,894,157 10,926,291
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
7,894,157
2
Enter amount from Part I, line 27a .....................
2
3,032,134
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,926,291
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
10,926,291
Form 990-PF (2021)
Form 990-PF (2021)
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 FIDELITY SHORT TERM P 2020-10-05 2021-02-26
b FIDELITY LONG TERM P 2013-08-21 2021-02-12
c BCM SCOUT DOMESTIC LP P 2021-01-01 2021-06-15
d FIDELITY - CRAWFORD - see attached P 2021-01-01 2021-12-03
e SCANA CLASS ACTION SETTLEMENT P 2010-06-10 2021-06-15
MICROCHIP P 2020-06-10 2021-06-15
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 856,496   492,120 364,376
b 1,715,559   1,097,158 618,401
c 37,663     37,663
d 222,225   186,446 35,779
e 2,121     2,121
5,834   69,664 -63,830
      99,849
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       364,376
b       618,401
c       37,663
d       35,779
e       2,121
      -63,830
       
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 1,094,359
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 3 437,818
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 18,123
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 18,123
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,843
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 24,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,843
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 235
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,485
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet11,485 RefundedBullet 11  
Part VI-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 the instructions
for the 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
 
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletDANIEL W BOONE III Telephone no.bullet (404) 233-8386

    Located atbullet4123 SPRING ISLANDOKATIESC ZIP+4bullet29909
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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
     
     
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
     
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    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? .........................
    8
     
    No
    Part VII
    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
    DANIEL W BOONE III President
    1.00     		0    
    4123 SPRING ISLAND 204
    OKATIE,SC29909
    MEREDITH B TUTTEROW Director
    0.50     		0    
    5465 WOODDALE AVE
    EDINA,MN55424
    SUSANNA B VER EECKE Director
    0.50     		0    
    1085 HILL RD
    WINNETKA,IL60093
    DANIEL W BOONE IV Director
    0.50     		0    
    105 INMAN CIRCLE
    ATLANTA,GA30309
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    11,102,023
    b
    Average of monthly cash balances.......................
    1b
    1,279,473
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,381,496
    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
    12,381,496
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    185,722
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    12,195,774
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    609,789
    Part X
    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 IX, line 6..................
    1
    609,789
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    18,123
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,123
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    591,666
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    591,666
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    591,666
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 591,666
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 43,456
    e From 2020......  
    f Total of lines 3a through e ........ 43,456
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 534,226
    a Applied to 2020, 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 2021 distributable amount..... 534,226
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021. 43,456 43,456
    (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  
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		13,984
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    DANIEL W BOONE III
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AGAPE
    2353 BOLTON ROAD NW 100
    ATLANTA,GA30318     		N/A PC EDUCATION 1,000
    AMERICANA FOLK ART MUSEUM
    1865 BROADWAY 11TH FLOOR
    NEW YORK,NY10023     		N/A PC ART MUSEUM 1,000
    AMERICAN PARKINSON DISEASE ASSOCIAT
    PO BOX 49416
    ATLANTA,GA30359     		N/A PC RESEARCH FUNDING 1,000
    AMERICAN RIVERS
    1101 14TH ST NW 1400
    WASHINGTON,DC20005     		N/A PC Environment Conservation 5,000
    AMI KIDS
    5915 BENJAMIN CENTER DRIVE
    TAMPA,FL33634     		N/A PC Youth Support 1,500
    ATLANTA HIGH MUSEUM OF ART
    1280 PEACHTREE ST NE
    ATLANTA,GA30309     		N/A PC Art Museum 112,500
    ATLANTA HISTORY CENTER
    130 WEST PACES FERRY RD
    ATLANTA,GA30305     		N/A PC History conservation 2,500
    ATLANTA SYMPHONY
    1280 PEACHTREE ST NE
    ATLANTA,GA30309     		N/A PC Arts 1,000
    BEAUFORT MEMORIAL HOSPITAL FNDN
    955 RIBAUT RD
    BEAUFORT,SC29902     		N/A PC Medical Assistance 2,500
    BOOTH WESTERN ART MUSEUM
    501 MUSEUM DRIVE PO BOS 3070
    CARTERSVILLE,GA30120     		N/A PC Art Museum 1,000
    BOYS AND GIRLS CLUB
    1100 BOUNDARY STREET
    BEAUFORT,SC29902     		N/A PC Educational Support 2,000
    BRITISH SCHOOLS UNIVERSITIES
    575 MADISON AVENUE SUITE 1006
    NEW YORK,NY10022     		N/A PC Educational Support 3,000
    CAPA OF BEAUFORT
    PO BOX 531
    BEAUFORT,SC29901     		N/A PC Youth Support 1,000
    CHICAGO JESUIT ACADEMY
    5058 WEST JACKSON BLVD
    CHICAGO,IL60644     		N/A PC Educational Support 2,500
    CHILDREN'S HOME AND AID
    125 SOUTH WACKER DRIVE 14TH FLOOR
    CHICAGO,IL60606     		N/A PC Adoption Services 1,000
    CHILDREN'S THEATRE COMPANY
    2400 3RD AVE S
    MINNEAPOLIS,MN55404     		N/A PC Youth Support 10,000
    CIRCLE OF HOPE MINISTRIES
    1816 BOUNDARY ST
    BEAUFORT,SC29902     		N/A PC Homeless support 1,000
    COMMUNITY FOUNDATION OF THE LOW COU
    4 NORTHBRIDGE DR SUITE A
    HILTON HEAD,SC29926     		N/A PC Educaitonal Support 1,000
    COASTAL CONSERVATION LEAGUE
    328 EAST BAY STREET
    CHARLESTON,SC29402     		N/A PC Environment Conservation 25,000
    CURE PSP
    30 E PADIONIA ROAD 201
    TIMONIUM,MD21093     		N/A PC Medical Research 1,000
    DAVIDSON COLLEGE
    BOX 7173
    DAVIDSON,NC28035     		N/A PC EDucational support 80,000
    EAGLE RANCH
    5500 UNION CHURCH RD
    FLOWERY BRANCH,GA30542     		N/A PC Youth Support 1,500
    EMORY UNIVERSITY
    1762 CLIFTON RD
    ATLANTA,GA30322     		N/A PC Educational Research 92,000
    ETV OF SOUTH CAROLINA
    401 E KENNEDY ST SUITE B-1
    SPARTANBURG,SC29302     		N/A PC SC Public Broadcasting 500
    FABRETTO CHILDREN'S FOUNDATION
    3124 NORTH 10TH ST 2ND FLOOR
    ARLINGTON,VA22201     		N/A PC Humanitarian Relief 500
    FRIENDS OF ENGLISH AVENUE
    2141 POERS FERRY RD 250
    MARIETTA,GA30067     		N/A PC Community Support 1,000
    GEORGIA CENTER FOR OPPORTUNITY
    333 RESEARCH COURT 210
    NORCROSS,GA30092     		N/A PC Educational Support 5,000
    GEORGIA CONSERVANCY
    817 WEST PEACHTREE ST SUITE 200
    ATLANTA,GA30308     		N/A PC Enfironment Conservation 1,000
    GEORGIA PUBLIC POLICY FOUNDATION
    3200 COBB GALLERIA PARKWAY 214
    ATLANTA,GA30339     		N/A PC Scholarly Research 1,000
    GEORGIA TRUST FOR HISTORIC PRESERVA
    1516 PEACHTREE ST
    ATLANTA,GA30309     		N/A PC Historic Preservation 1,000
    GREATER MINNEAPOLIS CRISES NURSERY
    4544 4TH AVENUE SOUTH
    MINNEAPOLIS,MN55419     		N/A PC Nursery Service 2,500
    HELP OF BEAUFORT
    1910 BAGGETT ST
    BEAUFORT,SC29902     		N/A PC Financial Assistance 5,000
    HIGHLANDS BIOLOGICAL FOUNDATION
    PO BOX 580
    HIGHLANDS,NC28741     		N/A PC Education & Research Support 1,000
    HIGHLANDS CASHIERS HEALTH FOUNDATIO
    348 SOUTH 5TH ST 221
    HIGHLANDS,NC28741     		N/A PC Healthcare support 2,500
    HIGHLANDS COMMUNITY CHILD DEV CENTE
    89 CHURCH ST
    HIGHLANDS,NC28741     		N/A PC Youth Support 1,000
    HIGHLANDS COMMUNITY FUND
    PO BOX 1150
    HIGHLANDS,NC28741     		N/A PC Community Support 2,500
    HOPEFUL HORIZONS
    1212 CHARLES ST
    BEAUFORT,SC29902     		N/A PC Domestic Violence Awareness 2,500
    LITERACY COUNCIL OF HIGHLANDS
    PO BOX 2320
    HIGHLANDS,NC28741     		N/A PC Educational Support 1,000
    LOW COUNRY FOOD BANK
    2864 AZALEA DRIVE
    CHARLESTON,SC29405     		N/A PC Food for Homeless 2,000
    LOW COUNTRY HABITAT FOR HUMANITY
    616 PARRIS ISLAND GATEWAY
    BEAUFORT,SC29906     		N/A` PC Housing Support 2,500
    MARTIN LIPSCOMB PERFORMING ARTS CEN
    195 HEMPHILL KNOB ROAD
    ASHEVILLE,NC28803     		N/A PC Art Center 6,000
    NATURE CONSERVANCY OF SC INC
    2231 DEVINE ST
    COLUMBIA,SC29205     		N/A PC Environmental Preservation 10,000
    NEXT STEP FITNESS
    4447 REDONDO BEACH BLVD
    LAWNDALE,CA90260     		N/A PC Health Support 500
    NORTH SHORE COUNTRY DAY SCHOOL
    310 GREEN BAY ROAD
    WINNETKA,IL60093     		N/A PC Edcuational Support 16,500
    PARADISE GARDEN
    200 NORTH LEWIS ST
    SUMMERVILLE,GA30747     		N/A PC Art Center 3,000
    PARK PRIDE
    233 PEACHTREE ST NE SUITE 1600
    ATLANTA,GA30303     		N/A PC Enfironmental Conservation 1,000
    PASAQUAN COLOMBUS STATE FOUNDATION
    238 EDDIE MARTIN ROAD
    BUENA VISTA,GA31808     		N/A PC Art Center 1,000
    PATH FOUNDATION
    PO BOX 14327
    ATLANTA,GA30324     		N/A PC Environmental Preservation 1,000
    RABUN GA - NACOOCHEE SCHOOL
    339 NACOOCHEE DRIVE
    RABUN GAP,GA30568     		N/A PC Educational Support 2,500
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    50 HURT PLAZA SUITE 350
    ATLANTA,GA30303     		N/A PC Educational Support 1,280
    SPRING ISLAND TRUST FOUNDATION
    40 MOBLEY OAKS LAND
    OKATIE,SC29909     		N/A PC Environmental Preservation 5,000
    THE BASCOM
    554 MAIN ST PO BOX 766
    HIGHLANDS,NC28741     		N/A PC Art Center 3,500
    THE BLAKE SCHOOL
    110 BLAKE ROAD SOUTH
    HOPKINS,MN55343     		N/A PC Educational Support 5,000
    THE MICHAEL J FOX FOUNDATION
    CHURCH ST STATION PO BOX 780
    NEW YORK,NY10008     		N/A PC Disease Research 25,000
    THE TRUST FOR PUBLIC LAND
    1001 MONTGOMERY ST SUITE 900
    SAN FRANCISCO,CA94104     		N/A PC Environmental Preservation 1,000
    TURNEFFE ATOLL TRUST
    PO BOX 10670
    BOZEMAN,MT59719     		N/A PC Environmental Preservation 1,000
    USCB CHAMBER MUSIC SERIES
    ONE UNIVERSITY BOULEVARD
    BLUFFTON,SC29909     		N/A PC Art Center 3,500
    WESTMINSTER SCHOOL
    1424 WEST PACES FERRY RD NW
    ATLANTA,GA30327     		N/A PC Educational Support 5,000
    WHARTON FUND
    3733 SPRUCE STREET
    PHILADELPHIA,PA19104     		N/A PC Educational Support 1,000
    WORLD RESOURCES GROUP
    509 FLAMINGO DRIVE
    WEST PALM BEACH,FL33401     		N/A PC Educational Support 2,500
    YOUTH VILLAGES
    PO BOX 341154
    MEMPHIS,TN38184     		N/A PC Youth Support 1,000
    BAYOU COMMUNITY FOUNDATION
    O BOX 582
    HOUMA,LA70361     		NONE EOF HURRICANE RELIEF 5,000
    BEAUFORT OPEN LAND TRUST
    PO BOX 75
    BEAUFORT,SC29901     		NONE PC LAND CONSERVATION 1,000
    CENTRAL BAPTIST CHURCH
    14 W BROAD ST
    NEWNAN,GA30263     		NONE SO III NFI TORNADO RELIEF 2,500
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGAN AVE
    CHICAO,IL60604     		NONE PC SUPPORT ORCHESTRA-MUSIC FOR THE COMMUNITY 1,000
    622 W 113TH ST
    622 W 113TH ST
    NEW YORK,NY10025     		NONE PC PULMONARY HYPERTENSION NURSE PROGRAM 1,000
    GEORGIA WORKS WATT
    275 PRYOR ST
    ATLANTA,GA30303     		NONE PC REDUCE RECIDIVISM 2,500
    HICKORY MUSEUM OF ART
    203 THIRD AVE
    HICKORY,NC28601     		NONE PC ANNUAL MEMBERSHIP TO PROMOTE ARTS 1,000
    HIGHLANDS COMMUNITY FUND -CWA
    4 VANDERBILT PARK DR
    ASHEVILLE,NC28803     		NONE EOF SUPPORT LOCAL NON PROFIT ORGANIZATIONS 2,500
    LURIE CHILDREN'S FNDN
    225 EAST CHICAGO
    CHICAGO,IL60611     		NONE EOF SUPPORT CHILDREN'S HOSPITAL 1,000
    MARSHVIEW COMMUNITY ORGANIC FARM
    12 GEORGES TR
    ST HELENA ISLAND,SC29920     		NONE PC PROVIDE THANKSGIVING MEAL FOR NEEDY 1,000
    MAYFIELD COMMUNITY FOUNDATION
    800 USHER ST
    MAYFIELD,KY42066     		NONE EOF HURRICANE RELIEF 5,000
    NATIONAL TRUST FOR HISTORIC PRESERV
    2600 VIRGINIA AVE
    WASHINGTON,DC20007     		NONE PC PURCHASE HOUSE FOR PRESERVATION 10,000
    NORTHSIDE ACHIEVEMENT ZONE
    2123 W BROADWAY
    MINNEAPOLIS,MN55411     		NONE PC SCHOLARSHIP AND SUPPORT FOR LOW INCOME STUDENTS 2,500
    PAGE FOUNDATION
    PO BOX 581254
    MINNEAPOLIS,MN55458     		NONE EOF GRANTS TO STUDENTS OF COLOR 2,500
    PAWS-CHICAGO
    1997 CLYBOURN AVE
    CHICAGO,IL60614     		NONE PC ANIMAL RESCUE 1,000
    PENN CENTER
    16 PENN CENTER CIR EAST
    ST HELENA ISLAND,SC29920     		NONE PC HISTORIC PRESERVATION 1,000
    SAVE RODMAN RESERVOIR
    PO BOX 2
    FT MCCOY,FL32134     		NONE PC ENVIRONMENTAL PRESERVATION - RODMAN RESERVOIR 1,000
    SC HISTORICAL SOCIETY
    100 MEETING ST
    CHARLESTON,SC29401     		NONE PC HISTORIC PRESERVATION 500
    SURGE INSTITUTE
    2045 W GRAND AVE
    CHICAGO,IL60612     		NONE PC FELLOWSHIP FOR MINORTY STUDENTS 1,000
    SWIM ACROSS AMERICA
    5089 PARK RD 389
    CHARLOTTE,NC28210     		NONE PC CANCER RESEARCH 1,000
    TABERNACLE BAPTIST CHURCH
    901 CRAVEN ST
    BEAUFORT,SC29902     		NONE PC PRESERVATION OF HISTORIC CHURCH 1,000
    MINNESOTA ORCHESTRA
    1111 NICOLET MALL
    MINNEAPOLIS,MN55403     		NONE PC SUPPORT ORCHESTRA 2,500
    Total .................................bullet 3a 526,280
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    18 31  
    4 Dividends and interest from securities ....          
    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 ............     		    14 1,058,340 36,019
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 29,675  
    bK-1 CVR PARTNERS 110000 1 1    
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 1 1,342,180 49,104
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,391,285
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID: 21013475
    Software Version: 2021v4.1


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    DAN AND MERRIE BOONE FOUNDATION INC
     
    Employer identification number

    58-2663615
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    DAN AND MERRIE BOONE FOUNDATION INC
          		Employer identification number
    58-2663615
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DANIEL W BOONE III
    4123 SPRING ISLAND 204
     
    OKATIE, SC29909

    		$ 1,800,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    DANIEL W BOONE III
    4123 SPRING ISLAND 204
     
    OKATIE, SC29909

    		$ 478,164


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    DAN AND MERRIE BOONE FOUNDATION INC
          		Employer identification number

    58-2663615
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 SECURITIES $ 478,164 2021-10-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    DAN AND MERRIE BOONE FOUNDATION INC
          		Employer identification number

    58-2663615
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID: 21013475
    Software Version: 2021v4.1

    TY 2021 AccountingFeesSchedule
    Name:
    DAN AND MERRIE BOONE FOUNDATION INC
    EIN:
    58-2663615
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,574 2,643 0 7,931

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    DAN AND MERRIE BOONE FOUNDATION INC
    EIN:
    58-2663615
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALTRIA GROUP, INC. 154,000 189,560
    ALKERMES PLC SHS 75,625 93,040
    ALPHABET INC CAP STK CL A 99,223 217,278
    AMERICAN EXPRESS CO    
    AT&T INC. COM 122,044 123,000
    GERRESHEIMER AG NPV (BR)(GRRMF)    
    ABERDEEN JAPAN EQUITY FD INC. COM 43,861 73,170
    AUTOMATIC DATA PROCESSING INC. COM    
    BK OF AMERICA CORP COM 54,351 177,960
    BIOGEN INC. COM    
    BRISTOL MYERS SQUIBB 89,726 105,621
    CANADIAN NATURAL RESOURCES LTD 49,600 211,250
    CIGNA CORP NEW COM 166,559 206,667
    CENTENE CORP DEL    
    CHEVRON CORP NEW COM 101,523 117,350
    CITIGROUP INC 86,400 120,780
    COSTCO WHOLESALE CORP 16,720 56,770
    CYTOKINETICS INC.    
    DANAHER CORPORATION COM 87,996 197,406
    ECOLAB INC. 32,227 58,648
    EISAI CO LTD SPONSORED ADR 54,600 34,029
    ESTABLISHMENT LABS HLDGS INC COM NPV    
    EXXON MOBIL CORP 225,430 367,140
    FACTSET RESEARCH SYSTEMS, INC. 9,185 48,601
    FLOWERS FOODS, INC.    
    GOLDMAN SACHS GROUP, INC. 73,400 191,275
    INTEL CORP 77,591 103,000
    INVESCO LTD 51,478 161,140
    JP MORGAN CHASE & CO 46,129 190,020
    KEYCORP NEW 35,438 115,650
    L3HARRIS TECNOLOGIES INC.    
    LOWES COMPANIES, INC 47,951 162,067
    MICROCHIP TECHNOLOGY INC COM 56,978 34,824
    MICROSOFT CORP 15,495 100,896
    MORGAN STANLEY 130,481 176,688
    MSIF FRONTIER MARKETS PORT CL I    
    NESTLE ADR    
    PHILIP MORRIS INTL INC COM 161,259 190,000
    QUALCOMM INC 47,964 237,731
    ROCHE HOLDINGS    
    SCHLUMBERGER LIMITED COM    
    SEI INVT CO 68,934 134,068
    SHERWIN-WILLIAMS CO    
    TJX COMPANIES INC 16,807 60,736
    UNUM GROUP 90,133 147,420
    VERIZON COMMUNICATIONS 146,525 155,880
    WALGREEN BOOTS ALLIANCE INC. COM 36,020 52,160
    WILLIAMS COS INC COM 25,621 21,691
    ZUR ROSE GROUP AG CH F30.00 57,162 49,950
    MERGER FUND    
    GERRESHEIMER AG NPV (BR) 15,882 46,825
    OLYMPUS CORP NPV 102,422 112,500
    IMPERIAL LOGISTICS LTD 84,678 100,235
    INFOSYS LTD SPON ADR 45,494 50,620
    INTERNATIONAL BUSINESS MACH CORP 117,500 133,660
    INTERNATIONAL FLAVORS & FRAGRANCES 89,334 105,455
    TARGET CORP 45,511 46,288
    TRUIST FINANCIAL 95,843 93,095
    NVENT ELECTRIC PLC COM 7,798 12,160
    AT&T INC COM 39,315 36,900
    ABBVIE INC. COM 38,590 50,098
    ALTRIA GROUP, INC. 19,902 22,747
    AMERICAN ELEC PWR CO INC. 29,600 33,809
    ARTISAN PARTNERS ASSET MGMT 25,116 23,820
    BAE SYSTEMS PLC SPONS ADR 22,192 22,936
    BCE INC. COM NEW ISIN 20,386 24,459
    BROADCOM INC. 18,209 26,616
    CARDINAL HEALTH INC. 22,035 20,596
    CHEVRON CORP NEW 18,299 19,950
    COCA-COLA CO 30,506 36,710
    DOMINION ENERGY INC. 30,912 33,781
    DUKE ENERGY CORP NEW 21,505 24,127
    EVERGY INC. 19,862 25,386
    FIRST HAWAIIAN, INC. 20,998 22,137
    GENERAL MILLS, INC. 30,890 37,733
    GENUINE PARTS CO 18,329 25,236
    GLAXOSMITHKLINE ADR 31,353 37,485
    HNI CORP 24,174 25,230
    HANESBRANDS, INC. 11,580 10,032
    HASBRO INC. 11,257 11,196
    HEALTHCARE SVCS GROUP 12,001 12,453
    INTERNATIONAL BUS MACH CORP 45,735 50,791
    KELLOGG CO 22,279 22,547
    LEGGETT & PLATT INC 25,372 23,461
    MSC INDUSTRIAL DIRECT CO 36,708 35,305
    MERCK & CO 22,718 23,375
    MERCURY GENERAL CORP 24,925 23,346
    NORTHWESTERN CORP 10,965 10,289
    OLD REPUBLIC INTERNATIONAL CORP 16,363 21,630
    OMNICOM GROUP INC. 30,262 35,170
    ONEOK INC 10,987 12,340
    PEOPLES UNITED FINANCIAL INC. 8,721 10,692
    PFIZER, INC. 21,824 36,021
    PHILIP MORRIS INTERNATIONAL INC. 29,918 35,150
    PROCTER AND GAMBLE CO 22,228 27,809
    TOTAL ENERGIES SE 12,498 12,860
    UNITED PARCEL SERVICE INC. 19,318 25,721
    VALERO ENERGY CORP 19,141 23,284
    VALLEY NATIONAL BANCORP 17,385 22,000
    VERIZON COMMUNICATIONS 38,962 35,852
    WILLIAMS COS INC. 20,739 23,696

    TY 2021 InvestmentsOtherSchedule2
    Name:
    DAN AND MERRIE BOONE FOUNDATION INC
    EIN:
    58-2663615
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALPS ETF TR ALERIAN MLP ETF AT COST 85,385 130,960
    MORGAN STANLEY EMERGING MKTS AT COST 107,661 115,844
    SELECT SECTOR SPR TR ENERGY AT COST 52,311 83,250
    SPDR GOLD TR GOLD SHS AT COST 267,245 341,920
    CALVERT EQUITY FUND 1 AT COST 237,695 564,666
    VANGUARD CAPITAL VALUE FUND/WINDSOR FUND AT COST 786,056 1,130,804
    EURO (EUR) AT COST 609 609
    POUND STERLING GBP AT COST 2,560 2,560
    CVR NITROGEN LP (FORMERLY RENTECH) AT COST    
    CVR NITROGEN-RENTECH MERGER BASIS ADJUST AT COST    
    TIMING DIFFERENCE AT COST 2,919  
    MERGER FUND CLASS A AT COST 7,284 8,340
    MSIF NEXT GEN EMERGING MKTS AT COST 78,437 112,540
    SIMPLIFY EXCHANGE TRADED FUNDS AT COST 77,920 75,080
    JAPANESE YEN AT COST 441 441
    SOUTH AFRICAN RAND AT COST 1,040 1,040
    ARMADA HOFFLER PPTYS INC. AT COST 11,094 12,785
    PHYSICIANS REALTY TRUST AT COST 21,719 22,407
    WP CAREY INC. AT COST 20,106 24,615
    BCM SCOUT DOMESTIC LP AT COST 4,021,823 4,365,209
    CVR PARTNERS, LP AT COST 757 851

    TY 2021 OtherAssetsSchedule
    Name:
    DAN AND MERRIE BOONE FOUNDATION INC
    EIN:
    58-2663615
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Rounding   1  
    Rounding   3  


    TY 2021 OtherExpensesSchedule
    Name:
    DAN AND MERRIE BOONE FOUNDATION INC
    EIN:
    58-2663615
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 100 100    
    OTHER PORTFOLIO DEDUCTIONS 14,423 14,423    
    OTHER PORTFOLIO DEDUCTIONS 47 47    
    REGISTRATION FEE 30 15   15


    TY 2021 OtherIncomeSchedule2
    Name:
    DAN AND MERRIE BOONE FOUNDATION INC
    EIN:
    58-2663615
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 29,675    
    K-1 CVR PARTNERS 1    
    Other Investment Income 14,207 1,122  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    DAN AND MERRIE BOONE FOUNDATION INC
    EIN:
    58-2663615
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 18,706 18,706 0 0


    TY 2021 TaxesSchedule
    Name:
    DAN AND MERRIE BOONE FOUNDATION INC
    EIN:
    58-2663615
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES PAID 58,375   58,375  
    FOREIGN TAXES PAID 4,460 4,460    
    STATE TAXES PAID 3,100 3,100