Form990-PF
Click to see attachment
Click to see attachmentClick 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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
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$3,985,961J 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 13,465 13,465 13,465
4 Dividends and interest from securities... 94,611 94,611 94,611
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 202,127
b Gross sales price for all assets on line 6a 1,016,129
7 Capital gain net income (from Part IV, line 2)... 202,127
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,968    
12 Total. Add lines 1 through 11........ 312,171 310,203 108,076
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 128,750 32,188    
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 17,021 4,255    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,990 1,998    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 5,445 1,361    
21 Travel, conferences, and meetings....... 1,600 400    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 2,532 633    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 163,338 40,835   0
25 Contributions, gifts, grants paid....... 289,271 289,271
26 Total expenses and disbursements. Add lines 24 and 25 452,609 40,835   289,271
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -140,438
b Net investment income (if negative, enter -0-) 269,368
c Adjusted net income (if negative, enter -0-)... 108,076
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............. 387,928 20,774  
2 Savings and temporary cash investments.........   286,454  
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) 185,180 Click to see attachment282,932 257,436
b Investments—corporate stock (attach schedule)....... 1,605,686 Click to see attachment1,673,099 2,461,995
c Investments—corporate bonds (attach schedule)....... 528,052 Click to see attachment363,046 325,738
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,005,007 Click to see attachment945,106 940,792
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,711,853 3,571,411 3,985,961
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 attachment4  
23 Total liabilities (add lines 17 through 22)......... 4 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,713,394 3,713,394
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -1,545 -141,983
29 Total net assets or fund balances (see instructions)..... 3,711,849 3,571,411
30 Total liabilities and net assets/fund balances (see instructions). 3,711,853 3,571,411
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
3,711,849
2
Enter amount from Part I, line 27a .....................
2
-140,438
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,571,411
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,571,411
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 AT&T P 2018-12-17 2021-11-04
b KYNDRYL HOLDINGS P 2021-11-04 2021-11-04
c META PLATFORM P 2015-09-30 2021-10-06
d US BANCORP 2.65% BOND P 2017-02-14 2021-12-23
e KYRNDRYL HOLDINGS FR SH P 2021-11-04 2021-12-02
ORION OFFICE P 2019-08-04 2022-01-20
MASTERCARD P 2017-07-11 2022-01-25
INTUIT P 2017-03-09 2022-01-25
MEDTRONIC P 2020-03-04 2022-01-25
MCDONALDS CORP 2.625% P 2016-07-26 2022-01-18
MARRIOTT INTERNATL 2.3% P 2017-06-22 2022-01-18
EDWARDS L;IFESCIENCES P 2020-11-04 2022-02-16
TARGET P 2018-07-17 2022-02-16
EXXON P 2021-07-07 2022-02-16
APPLIED MATERIALS P 2021-03-03 2022-02-16
CHEVRON P 2021-03-03 2022-02-16
JP MORGAN P 2016-10-26 2022-02-16
CONOCO/PHILLIPS P 2021-05-05 2022-03-22
WARNER BROS DISC P 2022-04-11 2022-04-20
ROCKWELL AUTOMATION P 2020-06-03 2022-04-20
WARNER BROS FR SH P 2022-04-11 2022-04-25
CITIGROUP P 2021-02-13 2022-05-18
FORD P 2022-03-22 2022-05-18
TRUIST FIN P 2022-02-16 2022-05-18
BERKSHIRE HATHAWAY 3% P 2019-01-31 2022-05-16
USD QUALCOM 3% P 2016-11-15 2022-05-20
DUKE REALTY P 2019-09-04 2022-06-22
CONOCO P 2021-05-05 2022-06-22
CLOROX CO 3.5% P 2021-04-29 2022-06-13
MOSAIC CO P 2022-05-18 2022-07-20
ISHARES S&P MID CAP P 2013-09-30 2022-08-15
CHAMPION MID CAP P 2017-09-30 2022-08-15
REALTY INCOME CORP P 2019-08-17 2022-08-16
ALPHABET P 2015-09-30 2022-08-16
AMERICAN WATER WORKS P 2020-05-06 2022-08-16
ELEVANCE HEALTH P 2022-02-16 2022-08-16
HP INC P 2022-06-22 2022-08-16
US BANCORP P 2022-05-18 2022-08-16
TEXAS INSTRUMENTS P 2017-09-30 2022-08-16
WALT DISNEY P 2017-03-19 2022-08-16
BLACKROCK P 2017-03-19 2022-08-16
ABBVIE P 2020-06-30 2022-08-16
PROCTOR & GAMBLE P 2016-10-13 2022-08-16
BLACKSTONE P 2021-07-07 2022-08-16
UNITEDHEALTH P 2017-09-30 2022-08-16
DEERE & CO P 2022-02-16 2022-08-16
VERIZON P 2017-09-30 2022-08-16
PFIZER P 2018-08-09 2022-08-16
CHEVRON P 2021-03-03 2022-08-16
ABBOTT LABS P 2018-02-08 2022-08-16
WALMART P 2018-12-07 2022-08-16
DEVON ENERGY P 2022-01-25 2022-08-16
MCDONALDS P 2020-03-26 2022-08-16
NEXTERA P 2016-02-11 2022-08-16
AMERICAN TOWER P 2020-05-16 2022-08-16
WALGREENS P 2020-08-05 2022-08-16
ELI LILLY P 2022-01-25 2022-08-16
MASTERCARD P 2017-07-11 2022-08-16
SALESFORCE P 2019-04-03 2022-08-16
APPLE P 2017-03-19 2022-08-16
BROADCOM P 2020-01-05 2022-08-16
TRAVELERS P 2020-10-07 2022-08-16
IBM P 2021-09-15 2022-08-16
DUKE ENERGY P 2017-09-13 2022-08-16
JP MORGAN CHASE P 2016-10-26 2022-08-16
UNITED PARCEL P 2019-03-06 2022-08-16
META PLATFORM P 2015-09-30 2022-08-16
BANK OF AMERICA P 2015-12-07 2022-08-16
MARRIOTT INTER P 2021-03-03 2022-08-16
AMAZON P 2017-11-16 2022-08-16
HOME DEPOT P 2017-03-09 2022-08-16
DANAHER CORP P 2020-10-07 2022-08-16
EATON CORP P 2019-04-13 2022-08-16
AMPHENOL P 2022-06-22 2022-08-16
ACCENTURE P 2017-03-09 2022-08-16
PEPSICO P 2017-03-09 2022-08-16
HONEYWELL P 2019-05-18 2022-08-16
AT&T P 2018-12-17 2022-08-16
EXXON P 2021-07-07 2022-08-16
COSTCO P 2013-12-31 2022-08-16
LINDE PLC P 2017-11-08 2022-08-16
MORGAN STANLEY P 2020-11-04 2022-08-16
JOHNSON & JOHNSON P 2017-03-09 2022-08-16
CATERPILLAR P 2020-10-07 2022-08-16
UNION PACIFIC P 2018-11-07 2022-08-16
INTUIT P 2017-03-09 2022-08-16
MICROSOFT P 2017-09-30 2022-08-16
HP INC P 2022-06-16 2022-09-20
WALLGREENS P 2020-08-05 2022-09-20
META PLATFORM P 2015-09-30 2022-09-20
AT&T P 2018-12-17 2022-09-20
Capital Gain Dividends      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 27,829   35,963 -8,134
b 1,976   2,978 -1,002
c 52,879   13,048 39,831
d 50,000   50,000  
e 3   6 -3
1,130   1,876 -746
26,773   9,837 16,936
20,139   4,870 15,269
31,005   29,870 1,135
40,000   40,000  
15,000   14,900 100
48,044   34,305 13,739
42,906   15,966 26,940
1,646   1,271 375
30,186   24,891 5,295
3,631   3,501 130
620   277 343
30,249   16,460 13,789
6,941   7,790 -849
25,690   20,753 4,937
5     5
20,908   25,937 -5,029
23,390   31,647 -8,257
34,053   47,723 -13,670
20,000   20,000  
15,000   15,000  
38,752   24,112 14,640
34,376   20,395 13,981
20,198   20,975 -777
17,724   22,634 -4,910
44,868   25,595 19,273
50,000   34,306 15,694
1,548   1,506 42
3,656   4,114 -458
1,111   828 283
985   918 67
928   913 15
834   835 -1
2,199   951 1,248
877   778 99
1,513   769 744
995   637 358
1,199   640 559
861   792 69
3,280   1,010 2,270
1,479   1,565 -86
1,372   1,578 -206
793   621 172
1,876   1,421 455
1,341   792 549
1,253   813 440
948   769 179
1,861   1,507 354
1,716   533 1,183
831   714 117
625   614 11
1,552   1,197 355
1,076   374 702
946   814 132
6,226   1,248 4,978
2,207   1,238 969
1,385   912 473
1,774   1,758 16
1,676   1,255 421
1,729   969 760
1,442   764 678
894   965 -71
1,683   1,435 248
828   737 91
2,907   1,630 1,277
1,636   734 902
900   666 234
1,525   1,065 460
1,510   1,207 303
964   370 594
1,258   764 494
1,217   1,024 193
1,649   1,791 -142
1,828   1,210 618
2,768   569 2,199
1,870   981 889
2,201   1,699 502
1,672   1,430 242
1,182   930 252
1,927   1,221 706
1,958   499 1,459
4,983   1,101 3,882
27,600   35,301 -7,701
17,705   21,309 -3,604
20,035   26,443 -6,408
46,826   55,888 -9,062
      36,588
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       -8,134
b       -1,002
c       39,831
d        
e       -3
      -746
      16,936
      15,269
      1,135
       
      100
      13,739
      26,940
      375
      5,295
      130
      343
      13,789
      -849
      4,937
      5
      -5,029
      -8,257
      -13,670
       
       
      14,640
      13,981
      -777
      -4,910
      19,273
      15,694
      42
      -458
      283
      67
      15
      -1
      1,248
      99
      744
      358
      559
      69
      2,270
      -86
      -206
      172
      455
      549
      440
      179
      354
      1,183
      117
      11
      355
      702
      132
      4,978
      969
      473
      16
      421
      760
      678
      -71
      248
      91
      1,277
      902
      234
      460
      303
      594
      494
      193
      -142
      618
      2,199
      889
      502
      242
      252
      706
      1,459
      3,882
      -7,701
      -3,604
      -6,408
      -9,062
       
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 2 202,127
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 -15,950
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 3,744
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,744
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 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 8 152
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,896
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 2022 estimated taxBullet0 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)
    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 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 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 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
    J B HERING V PRES / DIR
    0.50     		14,800    
    20933 CR 447
    LINDALE,TX75771
    HELEN B DUFF DIRCETOR
    0.50     		13,600    
    5640 BELL ROAD 1084
    SCOTTSDALE,AZ852545957
    LAUREN LAIRD DIRCETOR
    0.50     		14,800    
    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     		20,000    
    1522 S RIVER
    CARTHAGE,MO64836
    SALLY SPRADLING STUART President
    0.50     		20,700    
    1118 BELLE AIR
    CARTHAGE,MO64836
    IDA LOCARNI Chairman
    0.50     		13,400    
    711 BELLE AIRE
    CARTHAGE,MO64836
    JAMES S SPRADLING Treasurer
    0.50     		19,450    
    14708 SUMMER ROSE WAY
    FORT MYERS,FL33919
    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
    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 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    0
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    0
    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
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,744
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,744
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,744
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,744
    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
    0
    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 0
    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...... 230,663
    b From 2017...... 239,062
    c From 2018...... 262,471
    d From 2019...... 227,145
    e From 2020...... 240,489
    f Total of lines 3a through e ........ 1,199,830
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 289,271
    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.....  
    e Remaining amount distributed out of corpus 289,271
    5 Excess distributions carryover applied to 2021.    
    (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 1,489,101
    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 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		230,663
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,258,438
    10 Analysis of line 9:
    a Excess from 2017.... 239,062
    b Excess from 2018.... 262,471
    c Excess from 2019.... 227,145
    d Excess from 2020.... 240,489
    e Excess from 2021.... 289,271
    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).)
    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 (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
    CARTGHAGE R-X FOUNDATION
    710 LYON STREET
    CARTHAGE,MO64836     		NONE   GENERAL PROGRAM SUPPORT AND BOYLAN WRITTING CONTEST 8,700
    LINDALE INDEPENDENT SCHOOLS
    920 E HUBBARD
    LINDALE,TX75771     		NONE   WANT TO MAKE MUSIC PROGRAM 1,274
    CARTHAGE HUMANE SOCIETY
    13860 DOG KENNEL LANE
    CARTHAGE,MO64836     		NONE   VACCINES & MEDICINE 2,763
    LINDALE INDEPENDENT SCHOOLS
    920 E HUBBARD STREET
    LINDALE,TX75771     		NONE   FEEDING STUDENTS IN NEED 5,170
    NEGRO LEAGUE BASEBALL MUSEUM
    1616 E 18TH
    KANSAS CITY,MO64108     		NONE   LEGEND IN ME PROGRAM 5,000
    TYLER JUNIOR COLLEGE
    PO BOX 9020
    TYLER,TX75711     		NONE   KEEP THEM TOGETHER PROJECT 5,000
    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   SECOND STEP PROGRAM 918
    LINDALE INDEPENDENT SCHOOLS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   LETS GET ALLIDED PROGRAM 28,942
    THE GIVING GROVE
    300 E 39TH
    KANSAS CITY,MO64111     		NONE   PROVIDE FOOD FOR INNER CITY 10,000
    RIGHTFULLY SEWN
    1015 AVENIDO CESAR E CHAVEZ
    KANSAS CITY,MO64108     		NONE   JOB TRAINING 3,000
    THE MISSION PROJECT
    5909 DEARBORN ST
    MISSION,KS66202     		NONE   ART PROGRAMS 2,500
    WARNERMAJORS HOUSE MUSEUM
    6115 WORNALL RD
    KANSAS CITY,MO64113     		NONE   HISTORICAL BARN ROOF REPAIR 5,000
    CHAIN OF HOPE
    PO BOX 16926
    KANSAS CITY,MO64133     		NONE   ANIMAL NEGLECT PREVENTION 5,000
    CARTHAGE PUBLIC LIBRARY
    612 S GARRISON
    CARTHAGE,MO64836     		NONE   BOOKS AND READING MATERIALS 5,000
    THE GROOMING PROJECT
    5829 TROOST
    KANSAS CITY,MO64110     		NONE   JOB TRAINING SKILLS PROGRAM 2,500
    HOPE HAVEN OF EAST TEXAS
    218 N COLLEGE AVE
    TYLER,TX75702     		NONE   SAFE ENVIRONMENT FOR FOSTER CHILDREN 10,000
    LILLIE RUSSELL MEMORIAL LIBRARY
    200 E HUBBARD
    LINDALE,TX75771     		NONE   POWER TABLES AND SECURITY SYSTEM 19,500
    MISSOURI SOUTHERN STATE UNIVERSITY
    3950 E NEWMAN ROAD
    JOPLIN,MO64801     		NONE   STUDENT ASSISTANCE 10,000
    SOLACE HOUSE
    2425 MINA AVE
    JOPLIN,MO64804     		NONE   HOSPICE CARE 1,000
    SALVATION ARMY
    820 E 8TH STREET
    JOPLIN,MO64801     		NONE   HOMELESS FOOD AND SHELTER 2,500
    PLATTE SENIOR SERVICES
    11724 NW PLAZA CIRCLE
    KANSAS CITY,MO64153     		NONE   SENIOR SERVICES GRANT 5,000
    KC SCHOLARS
    200 E HUBBARD STREET
    LINDALE,TX75771     		NONE   PROGRAM SUPPORT FOR STUDENTS 5,000
    HAPPY BOTTOMS
    303 W 79TH
    KANSAS CITY,MO64114     		NONE   DIAPERS FOR INFANTS 5,000
    NATIONAL WW1 MUSEUM
    2 MEMORIAL DR
    KANSAS CITY,MO64108     		NONE   IN PERSON AND ONLINE SUPPORT 2,500
    FIRST KIDS DAY SCHOOL
    402 HUBBARD
    LINDALE,TX75771     		    CHILD CARE PROGRAM 8,569
    CHILD PROTECTION CENTER
    3101 BROADWAY
    KANSAS CITY,MO64111     		NONE   CHILDREN MEDICAL ASSISTANCE 5,000
    CITY OF LINDALE
    PO BOX 130
    LINDALE,TX75771     		NONE   EQUIPMENT NEEDS 12,000
    ART CENTRAL
    110 E 13TH
    CARTHAGE,MO64836     		NONE   CHILDRENS ART PROGRAMS 1,200
    MO CASA
    3100 BRAODWAY BLVD
    KANSAS CITY,MO64111     		NONE   SEXUAL ABUSE AND ASSULT PREVENTION 2,500
    YOUTH SYMPHONY OF KC
    1111 W 39TH
    KANSAS CITY,MO64111     		NONE   MUSIC ACTIVITIES FOR YOUTH 2,500
    FOOD EQUALITY INITIAVIE
    300 E 59TH
    KANSAS CITY,MO64111     		NONE   ACCESS TO FOOD AND EDUCATION 2,500
    FOR THE SILENT
    PO BOX 998
    TYLER,TX75711     		NONE   SEX TRAFFICKING EDUCATION PROGRAM 5,000
    EARLY START
    2008 E 12TH
    KANSAS CITY,MO64127     		NONE   EARLY CHILDHOOD EDUCATION PROGRAM 10,000
    BOOTS COURT FOUNDATION
    107 S GARRISON
    CARTHAGE,MO64836     		NONE   HISTORIC STRUCTURE RESTORATION 5,000
    KC HEALTHY KIDS
    650 MINNESOTA AVE
    KANSAS CITY,KS66101     		NONE   HEALTH PROGRAMS FOR CHILDREN 2,500
    CITY OF CARTHAGE
    300 GRANT
    CARTHAGE,MO64836     		NONE   MISCELLANEOUS DISCREATIONARY EXPENSES 3,399
    UMKC FOUNDATION
    5115 OAK ST
    KANSAS CITY,MO64112     		NONE   DENTAL EDUCATION PROGRAM 5,000
    JASPER COUNTY CASA
    420 GRAND AV
    JOPLIN,MO64801     		NONE   TRAINING CENTER CONSTRUCTION 33,336
    VISION CARTHAGE
    221 W 4TH
    CARTHAGE,MO64836     		NONE   COMMUNITY ENHANCEMENT PROGRAMS 12,000
    FRONT PORCH ALLIANCE
    3210 MICHIGAN AVE
    KANSAS CITY,MO64109     		NONE   GENERAL SUPPORT FOR PROGRAMS 2,500
    OPERA OF THE OZARKS
    209 W 18TH
    KANSAS CITY,MO64108     		NONE   MUSIC SCHOLARSHIPS 5,000
    Total .................................bullet 3a 289,271
    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 ...........     		        13,465
    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 ............     		        202,127
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..     312,171
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    312,171
    (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

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    JP MORGAN CHASE 26,252 22,921
    MORGAN STANLEY 27,515 22,484
    GOLDMAN SACHS 16,179 13,901
    MCDONALDS CORP    
    SIMON PROPERTY GROUP 45,527 44,426
    MARRIOTT INTL 10/1/25 15,281 14,264
    WELLTOWER 30,469 28,759
    MARRIOTT INTERNATIONAL    
    MARRIOTT INTERNATIONAL    
    US BANCORP    
    BERKSHIRE HATHAWAY 5/15/12    
    MASTERCARD INC CLASS A 3/31/14 20,195 19,653
    VISA INC 9/11/17 9,607 9,111
    QUALCOMM INC    
    CLOROX COMPANY    
    FEDEX CORP 31,996 28,329
    REPUBLIC SERVICES 22,141 18,299
    SALESFOPRCE.COM 11,120 9,483
    SOUTHWEST AIRLINES 31,768 27,283
    TRUIST FINANCIAL 49,852 43,464
    GENERAL MOTORS FINL CO 25,144 23,361

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 25,726 38,898
    ALPHABET INC 54,891 92,781
    APPLE INC 30,668 162,247
    COSTCO WHOLESALE 10,831 74,126
    AMPHENOL 35,386 37,297
    BANK OF AMERICA 42,917 44,666
    TARGET CORP    
    UNION PACIFIC 33,693 46,952
    AMERICAN TOWER CORP 23,322 21,041
    DEERE & CO 46,154 39,399
    AMERICAN WATER WORKS 44,126 44,124
    DEVON ENERGY 23,234 27,239
    DUKE REALTY    
    EATON CORP 29,581 42,542
    ELEVANCE HEALTH 30,303 29,980
    APPLIED MATERIALS    
    JP MORGAN CHASE 31,124 47,443
    BLACKSTONE INC 28,417 24,022
    JOHNSON & JOHNSON 41,066 53,255
    MASTERCARD INC CLASS A 10,274 27,865
    PEPSICO INC 24,008 35,917
    MICROSOFT 32,078 129,027
    NEXTERA ENERGY 18,959 53,005
    PFIZER 16,661 18,773
    PROCTER & GAMBLE 21,665 34,214
    ELI LILLY 43,564 58,850
    UNITED HEALTH GROUP 30,207 91,917
    STARBUCKS 39,116 36,232
    CITIGROUP    
    US BANCORP 54,008 46,287
    CONOCOPHILLIPS    
    UNITED PARCEL SERVICE 25,871 38,285
    MEDTRONIC PLC    
    DANAHER CORP 22,652 26,346
    AMAZON COM INC 35,118 72,320
    FACEBOOK INC A SHARES    
    HOME DEPOT INC 25,831 48,565
    EDWARDS LIFESCIENCES    
    ABBVIE INC 20,031 29,526
    ACCENTURE PLC 13,064 27,274
    AT&T    
    EXXONMOBILE 38,056 54,918
    BLACKROCK INC 20,006 28,615
    IBM 58,172 52,633
    MARRIOTT INTL 24,338 23,123
    CHEVRON 44,591 58,043
    DISNEY 23,564 20,941
    MORGAN STANLEY 48,851 63,682
    DUKE ENERGY 41,280 47,254
    LINDE PUBLIC LIMITED 27,460 45,291
    TRAVELERS COMPANY 31,361 42,130
    INTUIT 13,735 42,605
    TEXAS INSTRUMENTS 29,150 56,959
    VERIZON 58,081 42,185
    WAL MART 21,454 35,019
    REALTY INCOME CORP 67,063 62,332
    SALESFORCE 26,450 24,165
    HONEYWELL INTERNATIONAL 31,747 31,056
    BROADCOM INC 31,927 47,953
    CATERPILLAR INC 32,861 35,605
    MCDONALD'S CORP 38,406 47,071
    ROCKWELL AUTOMATION    
    WALGREENS    

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    21013475
    Software Version:
    2021v4.1
    US Government Securities - End of Year Book Value:

    282,932
    US Government Securities - End of Year Fair Market Value:

    257,436
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES TR S&P SMALL CAP AT COST 42,803 118,317
    ISHARES TR S&P MIDCAP 400 AT COST 49,623 108,360
    DREHAUS SMALL CAP AT COST 111,481 59,879
    ISHARES RUSSELL 1000 GROWTH AT COST 292,260 230,809
    CHAMPLAIN MID CAP AT COST 87,592 107,546
    VICTORY SYCAMORE SM CAP AT COST 74,071 68,148
    ISHARES RUSSELL 1000 VALUE AT COST 196,214 174,883
    NUANCE MID CAP AT COST 91,062 72,850

    TY 2021 OtherExpensesSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 2,532 633    


    TY 2021 OtherIncomeSchedule2
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 1,968    


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 17,021 4,255 0 0


    TY 2021 TaxesSchedule
    Name:
    HELEN S BOYLAN FOUNDATION
    EIN:
    43-1254043
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRIOR YEAR EXCISE TAX 7,990 1,998