Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 10-01-2024 , and ending 09-30-2025
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,228,250J 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 right arrow.............
3 Interest on savings and temporary cash investments 21,068 21,068 21,068
4 Dividends and interest from securities... 62,907 62,907 62,907
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 429,212
b Gross sales price for all assets on line 6a 1,700,460
7 Capital gain net income (from Part IV, line 2)... 429,212
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).......      
12 Total. Add lines 1 through 11........ 513,187 513,187 83,975
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 109,350 27,338    
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
List of Attached Documents:
// Content
17,619 4,405    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,012 1,503    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,750 938    
21 Travel, conferences, and meetings....... 1,266 317    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
1,369 342    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 139,366 34,843   0
25 Contributions, gifts, grants paid....... 220,823 220,823
26 Total expenses and disbursements. Add lines 24 and 25 360,189 34,843   220,823
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 152,998
b Net investment income (if negative, enter -0-) 478,344
c Adjusted net income (if negative, enter -0-)... 83,975
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 85,740 115,170  
2 Savings and temporary cash investments......... 185,097 236,710  
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 342,777 Click to see attachment
List of Attached Documents:
// Content
365,558 		356,913
b Investments—corporate stock (attach schedule)....... 728,422 Click to see attachment
List of Attached Documents:
// Content
666,406 		1,585,862
c Investments—corporate bonds (attach schedule)....... 435,427 Click to see attachment
List of Attached Documents:
// Content
507,160 		504,871
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,185,532 Click to see attachment
List of Attached Documents:
// Content
2,224,988 		2,780,604
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,962,995 4,115,992 5,228,250
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
1 		 
23 Total liabilities (add lines 17 through 22)......... 1 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 249,600 402,598
29 Total net assets or fund balances (see instructions)..... 3,962,994 4,115,992
30 Total liabilities and net assets/fund balances (see instructions). 3,962,995 4,115,992
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
3,962,994
2
Enter amount from Part I, line 27a .....................
2
152,998
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,115,992
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,115,992
Form 990-PF (2024)
Form 990-PF (2024)
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 ADOBE P 2024-02-21 2024-10-16
b INTUIT P 2017-03-09 2024-10-16
c ABBVIE P 2020-03-03 2024-11-20
d MERCK & CO P 2023-08-18 2024-11-20
e ELI LILLY P 2022-01-25 2024-11-20
PEPSICO P 2017-03-09 2024-11-20
FANNIE MAE P 2025-09-30 2024-10-25
FANNIE MAE P 2025-09-30 2024-11-25
FANNIE MAE P 2025-09-30 2024-12-26
COSTCO P 2013-12-31 2024-12-04
WALMART P 2018-12-07 2024-12-04
LOCKHEED MARTIN P 2024-02-21 2024-12-04
TRAVELERS CO P 2020-10-07 2025-01-13
EATON CORP P 2020-10-04 2025-03-19
PARKER HANNIFIN P 2023-06-21 2025-03-19
AUTODESK INC P 2024-11-20 2025-03-19
APPLIED MATERIALS P 2024-10-16 2025-03-19
CONSTELLATION ENERGY P 2024-12-04 2025-03-19
JP MORGAN CHASE P 2023-04-21 2025-03-19
GENERAL MOTORS FIN CO 2.9% P 2020-02-14 2025-02-26
ISHARES RUSSELL 1000 GROWTH P 2021-08-10 2025-04-10
APPLE INC P 2017-03-09 2025-04-16
ISHARES RUSSELL 1000 GROWTH P 2021-08-10 2025-04-16
TEXAS PACIFIC LAND P 2025-01-22 2025-04-16
PROLOGIS P 2023-05-17 2025-04-16
VANGUARD DEV MARKETS INDEX FD P 2023-02-22 2025-04-16
FIDELITY MID-CAP INDEX P 2024-09-30 2025-04-16
ALPHABET P 2015-09-30 2025-05-21
UNITEDHEALTH GROUP P 2017-09-30 2025-05-21
DANAHERE CORP P 2024-08-21 2025-05-21
ORACLE CORP P 2024-09-30 2025-05-21
UNION PACIFIC CORP P 2018-11-07 2025-06-04
ALPHABET P 2015-09-30 2025-06-04
ABBOTT LABS P 2018-07-18 2025-06-04
EXXON MOBILE P 2021-07-07 2025-06-04
INTUIT P 2017-03-19 2025-06-04
CHEVRON P 2021-03-03 2025-06-04
TEXAS INSTRUMENTS P 2017-09-30 2025-06-04
EATON CORP P 2023-10-01 2025-06-04
NETFLIX P 2023-10-01 2025-06-04
CME GROUP P 2023-10-01 2025-06-04
ZOETIS P 2024-03-20 2025-06-04
DUKE ENERGY P 2024-07-31 2025-06-04
MARSH & MCLENNAN P 2025-03-19 2025-06-04
COMCAST P 2023-06-21 2025-06-04
BERKSHIRE HATHAWAY P 2024-02-21 2025-06-04
ROLLINS INC P 2025-04-16 2025-06-04
COSTAR GROUP P 2024-08-21 2025-06-04
SEI INVESTMENTS P 2024-12-04 2025-06-04
PUBLIC STORAGE P 2024-08-21 2025-06-04
ELI LILLY P 2022-01-25 2025-06-04
PHILIP MORRIS P 2025-03-19 2025-06-04
ATMOS ENERGY P 2025-03-19 2025-06-04
WELLTOWER P 2023-10-01 2025-06-04
ECOLAB P 2024-09-18 2025-06-04
LPL FINANCIAL P 2025-01-22 2025-06-04
PROCTER & GAMBLE P 2016-10-13 2025-06-04
ACCENTURE PLC P 2017-05-19 2025-06-04
APPLE INC P 2017-03-09 2025-06-04
AMPHENOL P 2022-06-22 2025-06-04
KLA CORP P 2025-03-19 2025-06-04
PARKER HANNIFIN P 2023-06-21 2025-06-04
MCDONALDS P 2020-11-04 2025-06-04
BROADCOM P 2020-03-04 2025-06-04
REGIONS FINANCIAL P 2024-01-24 2025-06-04
WALMART P 2018-12-07 2025-06-04
FASTENAL P 2024-11-20 2025-06-04
MASTERCARD P 2017-07-11 2025-06-04
THE HERSHEY CO P 2025-03-19 2025-06-04
HOME DEPOT P 2017-03-19 2025-06-04
BLACKROCK P 2017-03-09 2025-06-04
VISA P 2023-08-18 2025-06-04
ILLINOIS TOOL P 2024-11-20 2025-06-04
COPART INC P 2024-06-20 2025-06-04
INTUITIVE SURGICAL P 2024-09-18 2025-06-04
HONEYWELL INTERNATIONAL P 2019-05-18 2025-06-04
APOLLO GLOBAL MGMT P 2025-05-21 2025-06-04
MICROSOFT P 2017-09-30 2025-06-04
MEDTRONIC P 2025-09-17 2025-06-04
AUTOMATIC DATA PROC P 2023-10-31 2025-06-04
ABBVIE P 2020-03-03 2025-06-04
SALESFORCE P 2023-08-18 2025-06-04
BANK OF AMERICA P 2019-10-07 2025-06-04
JP MORGAN CHASE P 2023-04-21 2025-06-04
PAYCHEX INC P 2024-01-24 2025-06-04
MARRIOTT INTERNATIONAL P 2021-03-03 2025-06-04
TESLA INC P 2023-01-18 2025-06-04
NVIDIA P 2023-08-18 2025-06-04
NEXTERA P 2016-02-11 2025-06-04
TJX COS P 2024-11-20 2025-06-04
LINDE PLC P 2017-11-08 2025-06-04
AMAZON P 2019-01-07 2025-06-04
COSTCO P 2013-12-31 2025-06-04
JOHNSON & JOHNSON P 2020-03-04 2025-06-04
META PLATFORMS P 2023-08-18 2025-06-04
COCA-COLA P 2025-05-21 2025-06-04
GE AEROSHACE P 2025-05-21 2025-06-04
DRIEHAUS SMALL CAP GROWTH P 2021-02-16 2025-06-04
FANNIE MAE P 2025-09-30 2025-04-25
FANNIE MAE P 2025-09-30 2025-05-27
FANNIE MAE P 2025-09-30 2025-06-25
WELLTOWER OP LLC 4% P 2023-10-01 2025-06-02
ISHARES RUSSELL1000 VALUE EFT P 2021-02-21 2025-07-31
VICTORY SYCAMORE SM COMPANY P 2023-09-20 2025-07-31
ISHARES CORE S&P SM CAP P 2023-09-30 2025-08-08
ISHARES RUSSELL 1000 GROWTH P 2021-08-10 2025-08-08
DRIEHAUS SM CAP GROWTH P 2021-02-16 2025-08-08
COMCAST P 2023-06-21 2025-08-20
COPART INC P 2024-06-20 2025-08-20
FIDELITY MID-CAP INDEX P 2024-09-30 2025-09-04
EATON CORP P 2020-11-04 2025-09-17
COCA-COLA P 2025-05-21 2025-09-17
DUKE ENERGY P 2020-08-15 2025-09-17
ABBOTT LABS P 2018-01-18 2025-09-17
UNION PACIFIC CORP P 2018-11-07 2025-09-17
PROCTER & GAMBLE P 2016-10-13 2025-09-17
MARRIOTT INTERNATIONAL P 2021-03-03 2025-09-17
GILEAD SCIENCES P 2023-01-18 2025-09-17
MASTERCARD P 2017-07-11 2025-09-17
NEXTERA P 2016-02-11 2025-09-17
INTUIT P 2017-03-09 2025-09-17
WELLTOWER P 2023-10-01 2025-09-17
NVIDIA P 2023-08-18 2025-09-17
COSTCO P 2013-12-31 2025-09-17
WALMART P 2018-12-07 2025-09-17
JOHNSON & JOHNSON P 2020-03-04 2025-09-17
ZOETIS P 2024-03-20 2025-09-17
INTUITIVE SURGICAL P 2024-09-18 2025-09-17
MCDONALDS P 2020-11-04 2025-09-17
SALESFORCE P 2023-02-18 2025-09-17
PAYCHEX INC P 2024-01-24 2025-09-17
HOME DEPOT P 2017-03-19 2025-09-17
ABBVIE P 2020-03-03 2025-09-17
MICROSOFT P 2017-09-30 2025-09-17
ILLINOIS TOOL P 2024-11-20 2025-09-17
AMPHENOL P 2022-06-22 2025-09-17
TESLA INC P 2023-01-18 2025-09-17
HONEYWELL INTERNATIONAL P 2019-05-18 2025-09-17
APPLE INC P 2017-03-09 2025-09-17
GE VERNOVA P 2025-08-20 2025-09-17
JP MORGAN CHASE P 2023-04-21 2025-09-17
REGIONS FINANCIAL P 2024-01-24 2025-09-17
PUBLIC STORAGE P 2024-08-21 2025-09-17
BROADCOM P 2020-03-04 2025-09-17
ORACLE CORP P 2024-10-16 2025-09-17
ECOLAB P 2024-09-18 2025-09-17
THE HERSHEY CO P 2025-03-19 2025-09-17
WALT DISNEY CO P 2025-08-20 2025-09-17
BLACKROCK P 2017-03-09 2025-09-17
ALPHABET P 2015-09-30 2025-09-07
BANK OF AMERICA P 2019-10-07 2025-09-17
META PLATFORMS P 2023-08-18 2025-09-17
ELI LILLY P 2022-01-25 2025-09-17
COSTAR GROUP P 2024-08-21 2025-09-17
VISA P 2023-08-18 2025-09-17
MARSH & MCLENNAN P 2025-03-19 2025-09-17
TJX COS P 2024-11-20 2025-09-17
SEI INVESTMENTS P 2024-12-04 2025-09-17
AMAZON P 2023-05-17 2025-09-17
LINDE PLC P 2017-11-08 2025-09-17
ACCENTUREPLC P 2017-05-09 2025-09-17
ATMOS ENERGY P 2025-03-19 2025-09-17
AUTOMATIC DATA PROC P 2023-10-31 2023-09-17
PARKER HANNIFIN P 2023-06-21 2025-09-17
TEXAS INSTRUMENTS P 2017-09-30 2025-09-17
GE AEROSHACE P 2025-05-21 2025-09-17
CHEVRON P 2021-03-03 2025-09-17
PALO ALTO NETWORKS P 2023-12-31 2025-09-17
CME GROUP P 2023-10-01 2025-09-17
PHILIP MORRIS P 2025-03-19 2025-09-07
BERKSHIRE HATHAWAY P 2025-04-16 2025-09-17
FASTENAL P 2024-11-20 2025-09-17
KLA CORP P 2025-03-19 2025-09-17
EXXON MOBILE P 2021-07-07 2025-09-17
LPL FINANCIAL P 2025-01-22 2025-09-17
FANNIE MAE P 2025-09-30 2025-07-25
FANNIE MAE P 2025-09-30 2025-08-25
FANNIE MAE P 2025-09-30 2025-09-25
WELLS FARGO 3.55% BOND P 2023-02-14 2025-09-29
FANNIE MAE P 2025-09-30 2025-01-27
FANNIE MAE P 2025-09-30 2025-02-25
FANNIE MAE P 2025-09-30 2025-03-25
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 6,024   6,440 -416
b 7,324   1,498 5,826
c 8,207   4,462 3,745
d 8,099   9,078 -979
e 9,806   3,112 6,694
13,827   9,494 4,333
255   234 21
264   243 21
251   231 20
8,909   578 8,331
8,484   2,274 6,210
7,764   6,408 1,356
25,563   12,545 13,018
6,786   1,907 4,879
8,189   4,878 3,311
7,256   8,305 -1,049
5,585   6,646 -1,061
7,555   8,865 -1,310
13,181   7,752 5,429
25,000   25,000  
114,204   93,640 20,564
11,780   10,060 1,720
188,956   146,659 42,297
11,445   12,838 -1,393
9,192   11,257 -2,065
150,044   133,000 17,044
52,500   58,940 -6,440
11,656   2,369 9,287
9,713   4,967 4,746
13,482   16,510 -3,028
1,845   2,074 -229
883   515 368
4,360   893 3,467
532   264 268
2,149   1,271 878
765   125 640
2,062   1,651 411
1,145   475 670
1,641   415 1,226
1,240   491 749
1,668   1,286 382
1,008   1,024 -16
811   535 276
696   698 -2
758   896 -138
2,458   2,040 418
695   660 35
1,152   1,181 -29
766   747 19
908   985 -77
2,301   718 1,583
1,623   1,439 184
761   754 7
1,522   860 662
801   749 52
1,132   1,071 61
1,499   720 779
1,262   493 769
9,130   1,051 8,079
2,577   889 1,688
779   725 54
2,000   1,126 874
1,871   991 880
5,488   597 4,891
1,122   1,020 102
1,988   505 1,483
612   614 -2
2,336   1,696 640
645   670 -25
2,235   881 1,354
1,975   1,617 358
2,943   2,034 909
740   799 -59
1,262   1,348 -86
1,115   965 150
1,364   1,024 340
1,044   1,051 -7
12,531   7,487 5,044
685   737 -52
651   465 186
562   273 289
788   615 173
2,034   1,386 648
4,497   2,396 2,101
796   610 186
786   443 343
3,007   3,082 -75
8,922   3,119 5,803
1,460   589 871
1,412   1,321 91
2,845   981 1,864
5,598   3,118 2,480
3,158   193 2,965
2,453   2,602 -149
4,794   2,265 2,529
1,714   1,726 -12
1,254   1,167 87
55,000   75,848 -20,848
262   243 19
253   234 19
260   241 19
30,000   30,000  
173,347   138,510 34,837
70,394   74,071 -3,677
150,668   42,803 107,865
91,365   51,961 39,404
27,914   35,633 -7,719
8,730   10,671 -1,941
13,121   14,831 -1,710
16,500   15,346 1,154
1,092   249 843
468   503 -35
606   447 159
1,202   594 608
650   386 264
962   480 482
524   295 229
561   419 142
1,790   1,272 518
915   365 550
664   125 539
1,165   602 563
7,365   2,129 5,236
1,925   129 1,796
1,366   328 1,038
1,947   1,788 159
735   854 -119
432   482 -50
1,221   661 560
484   410 74
398   366 32
1,672   587 1,085
440   182 258
7,153   802 6,351
524   533 -9
2,260   604 1,656
2,564   1,286 1,278
845   683 162
5,263   514 4,749
1,231   1,211 20
3,741   1,691 2,050
969   693 276
570   657 -87
4,535   370 4,165
2,109   1,320 789
530   500 30
572   503 69
580   586 -6
2,257   1,617 640
4,256   584 3,672
1,540   904 636
3,897   1,591 2,306
2,289   718 1,571
1,057   906 151
2,416   1,670 746
592   698 -106
980   840 140
520   498 22
4,165   2,079 2,086
1,908   654 1,254
9,184   4,683 4,501
490   453 37
577   465 112
1,477   751 726
721   317 404
869   700 169
1,602   1,101 501
812   488 324
1,049   857 192
1,162   1,119 43
1,970   1,632 338
520   450 70
1,982   1,450 532
1,614   847 767
10,742   11,424 -682
256   238 18
261   242 19
235   219 16
25,000   25,000  
243   224 19
235   217 18
234   216 18
      22,587
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       -416
b       5,826
c       3,745
d       -979
e       6,694
      4,333
      21
      21
      20
      8,331
      6,210
      1,356
      13,018
      4,879
      3,311
      -1,049
      -1,061
      -1,310
      5,429
       
      20,564
      1,720
      42,297
      -1,393
      -2,065
      17,044
      -6,440
      9,287
      4,746
      -3,028
      -229
      368
      3,467
      268
      878
      640
      411
      670
      1,226
      749
      382
      -16
      276
      -2
      -138
      418
      35
      -29
      19
      -77
      1,583
      184
      7
      662
      52
      61
      779
      769
      8,079
      1,688
      54
      874
      880
      4,891
      102
      1,483
      -2
      640
      -25
      1,354
      358
      909
      -59
      -86
      150
      340
      -7
      5,044
      -52
      186
      289
      173
      648
      2,101
      186
      343
      -75
      5,803
      871
      91
      1,864
      2,480
      2,965
      -149
      2,529
      -12
      87
      -20,848
      19
      19
      19
       
      34,837
      -3,677
      107,865
      39,404
      -7,719
      -1,941
      -1,710
      1,154
      843
      -35
      159
      608
      264
      482
      229
      142
      518
      550
      539
      563
      5,236
      1,796
      1,038
      159
      -119
      -50
      560
      74
      32
      1,085
      258
      6,351
      -9
      1,656
      1,278
      162
      4,749
      20
      2,050
      276
      -87
      4,165
      789
      30
      69
      -6
      640
      3,672
      636
      2,306
      1,571
      151
      746
      -106
      140
      22
      2,086
      1,254
      4,501
      37
      112
      726
      404
      169
      501
      324
      192
      43
      338
      70
      532
      767
      -682
      18
      19
      16
       
      19
      18
      18
       
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 2 429,212
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 -10,041
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 right arrow 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) 1 6,649
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 6,649
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 6,649
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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
List of Attached Documents:
// Content
8 286
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,935
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMO
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrowwww.boylanfoundation.org
14
The books are in care ofright arrowEMILY STUART Telephone no.right arrow (417) 359-2657

Located atright arrow206 GRANT PO BOX 731CARTHAGEMO ZIP+4right arrow64836
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 		13,600    
20933 CR 447
LINDALE,TX75771
HELEN B DUFF DIRCETOR
0.50 		6,000    
5640 BELL ROAD 1084
SCOTTSDALE,AZ852545957
LAUREN LAIRD DIRCETOR
0.50 		14,600    
910 POPLAR PLACE
CRANBERRY TOWNSHIP,PA16066
EUGENE C HALL Director
0.50 		6,200    
1029 W 66TH STREET
KANSAS CITY,MO64113
ELIZABETH SIMMONS Secretary
1.00 		20,150    
2124 BUENA VISTA AVE
CARTHAGE,MO64836
EMILY SPRADLING STUART President
0.50 		19,600    
1118 BELLE AIR
CARTHAGE,MO64836
IDA LOCARNI Chairman
0.50 		12,000    
711 BELLE AIRE
CARTHAGE,MO64836
JAMES S SPRADLING Treasurer
0.50 		17,200    
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...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow  
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 from Part V, line 5 .......
2a
6,649
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,649
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,649
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
6,649
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
220,823
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
220,823
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 0
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 227,145
b From 2020...... 240,489
c From 2021...... 289,271
d From 2022...... 240,955
e From 2023...... 237,265
f Total of lines 3a through e ........ 1,235,125
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 220,823
a Applied to 2023, 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 2024 distributable amount.....  
e Remaining amount distributed out of corpus 220,823
5 Excess distributions carryover applied to 2024.    
(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 1,455,948
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		227,145
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,228,803
10 Analysis of line 9:
a Excess from 2020.... 240,489
b Excess from 2021.... 289,271
c Excess from 2022.... 240,955
d Excess from 2023.... 237,265
e Excess from 2024.... 220,823
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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-9 FOUNDATION


710 LYON STREET
CARTHAGE,MO64836 		NONE   GENERAL PROGRAM SUPPORT AND BOYLAN WRITTING CONTEST 16,023
LINDALE INDEPENDENT SCHOOLS


920 E HUBBARD
LINDALE,TX75771 		NONE   GENERAL EDUCATIONAL SUPPORT 39,505
EARLY ACCESS


2006 E 12TH
KANSAS CITY,MO64127 		NONE   CHILDREN DEVELOPMENT 5,000
CEDAR HILL CEMETERY ASSOCIATION


1603 E CHESTNUT
CARTHAGE,MO64836 		NONE   RESIDENTS SUPPORT 9,000
GUADALUPE CENTERS


1015 AVENIDA CESAR CHAVEZ
KANSAS CITY,MO64108 		NONE   EARLY CHILDHOOD EDUCATION AND SUPPORT 14,000
KANSAS CITY JAZZ ORCHESTRA


PO BOX 12841
SHAWNEE MISSION,KS66282 		NONE   MUSIC CONCERT SUPPORT 10,000
VISION CARTHAGE


221 W 4TH WTREET
CARTHAGE,MO64836 		NONE   COMMUNITY DEVELOPMENT PROJECTS 6,000
LILLIE RUSSELL MEMORIAL LIBRARY


200 E HUBBARD
LINDALE,TX75771 		NONE   LIBRARY BOOKS AND MATERIALS SUPPORT 10,000
SOCIAL WORX


6141 PALUKY DR
TYLER,TX75703 		NONE   PROVIDE SOCIAL SERVICES TO INDIVIDUALS 7,000
PARENTS AS TEACHERS


710 LYON ST
CARTHAGE,MO64836 		NONE   CLASSROOM ASSISTANCE BY PARENTS 3,995
MCCUNE BROOKS FOUNDATION


206 GRANT
CARTHAGE,MO64836 		NONE   GENERAL SUPPORT FOR SERVICES 11,000
LINDALE LIBRARY


200 E HUBBARD
LINDALE,TX75771 		NONE   GENERAL LIBRARY SUPPORT 3,000
TINY EVIE ROCKS


6141 PALUKY DR
TYLER,TX75703 		NONE   SUICIDE PREVENTION PROGRAM 3,000
CARTHAGE HISTORIC PRESERVATION


1146 S GRANT
CARTHAGE,MO64836 		NONE   HISTORIC STRUCTURE PRESERVATION 3,000
FRONT PORCH ALLIANCE


3210 MICHIGAN AVE
KANSAS CITY,MO64109 		NONE   RESIDENTIAL HELP AND SUPPORT FOR EAST SIDE RESIDENTS 5,000
PAWESPERITY


1650 S E BLUE PARKWAY
LEES SUMMIT,MO64063 		NONE   PET GROOMING SCHOOL AND EDUCATION FOR WORK 2,500
HOPE HAVEN OF EAST TEXAS


218 N COLLEGE AVE
TYLER,TX75702 		NONE   TEENAGE GIRLS RESIDENTIAL CARE AND PROTECTION 7,000
RECOVERY OUTREACH CENTER


PO BOX 4368
JOPLIN,MO64803 		NONE   ADDITION RECOVERY PROGRAM 1,800
PET RESOURCE CENTER


1116 E 59TH
KANSAS CITY,MO64110 		NONE   SUPPORT FOR SERVICES PROVIDED TO PETS 5,000
CHILDRES DTR FOR VISUAL IMAGES


3101 MAIN
KANSAS CITY,MO64111 		NONE   CHILDREN VISION SUPPORT SERVICES 3,000
WW1 MUSEUM


21 MEMORIAL DR
KANSAS CITY,MO64108 		NONE   GENERAL SUPPORT MUSEUM MAINTENANCE 2,500
JOPLIN HABITAT FOR HUMANITY


5201 N MAIN
JOPLIN,MO64801 		NONE   HOUSING FOR NEEDY 5,000
RIGHTFULLY SEWING


7501 PROSPECT AVE
KANSAS CITY,MO64132 		NONE   MUSIC EDUCATION AND INSTRUMENT EDUCATION 2,000
HAPPY BOTTOMS


303 W 79TH
KANSAS CITY,MO64114 		NONE   DIAPERS FOR INFANTS 5,000
RIGHTFULLY SEWING


7501 PROSPECT AVE
KANSAS CITY,MO64132 		NONE   TEACHING SEWING FOR JOB OPPORTUNITIES 2,500
YOUTH SYMPHONY OF KANSAS CITY


1111 W 39TH
KANSAS CITY,MO64111 		    SUPPORT FOR YOUTH MUSIC EDUCATION 2,000
PLATTE SENIOR CENTER


11724 N W PLAZA CIRCLE
KANSAS CITY,MO64153 		NONE   PROGRAMS AND SUPPORT FOR SENIOR CITIZENS 2,500
ART CENTRAL


110 E 13TH
CARTHAGE,MO64836 		NONE   CHILDRENS ART PROGRAMS 9,500
BOOTS COURT FOUNDATION


107 S GARRISON
CARTHAGE,MO64836 		NONE   HISTORIC STRUCTURE RESTORATION 5,000
PROMUSICA


402 S MAIN
JOPLIN,MO64801 		NONE   MUSIC EDUCATION PROGRAMS 6,000
CITY OF CARTHAGE


300 GRANT
CARTHAGE,MO64836 		NONE   MISCELLANEOUS DISCREATIONARY SUPPORT EXPENSES 7,000
CARTHAGE HUMANE SOCIETY


13860 DOG KENNEL ROAD
CARTHAGE,MO64836 		NONE   SUPPORT OF NO KILL DOG AND CAT KENNEL 7,000
Total .................................right arrow 3a 220,823
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		        21,068
4 Dividends and interest from securities ....         62,907
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 ............ 		        429,212
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) ..     513,187
13Total. Add line 12, columns (b), (d), and (e)..................
13
513,187
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
HELEN S BOYLAN FOUNDATION
EIN:
43-1254043
Software ID:
24020490
Software Version:
2024v5.2
Name of Bond End of Year Book Value End of Year Fair Market Value
JP MORGAN CHASE 25,434 24,890
MORGAN STANLEY 27,515 24,783
GOLDMAN SACHS 15,172 14,960
MARRIOTT INTL 10/1/25 15,042 15,000
WELLTOWER 14,046 14,373
AMERICAN EXPRESS CO 5.85% 11/5/27 25,631 25,900
VISA INC 9/11/17 9,607 9,816
FEDEX CORP 30,510 29,851
REPUBLIC SERVICES 20,993 19,769
SALESFOPRCE.COM 10,575 9,968
SOUTHWEST AIRLINES 30,604 29,575
TRUIST FINANCIAL 49,852 49,373
GENERAL MOTORS FINL CO    
WELLS FARGO & CO VARIABLE 3.584% 5/55/28 23,465 24,775
WELLS FARGO 3.55% 9/29/25    
BANK OF NY MELLON 4.596 7/26/30 24,425 25,406
HOME DEPOT 4.5% 9/15/32 44,874 45,705
AMAZON.COM INC 4.65% 12/1/29 25,543 25,646
EXPEDIA GROUP 3.8% 2/15/28 24,383 24,783
MASTERCARD 4.875% 5/9/34 14,955 15,358
TARGET 3.375% 4/15/29 24,369 24,494
WALMART 4.15% 9/9/32 24,711 25,048
WELLS FARGO 4.897% 7/25/23 25,454 25,398

TY 2024 InvestmentsCorpStockSchedule
Name:
HELEN S BOYLAN FOUNDATION
EIN:
43-1254043
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 8,304 18,484
ALPHABET INC 9,647 68,311
APPLE INC 9,900 107,963
COSTCO WHOLESALE 1,928 27,769
AMPHENOL 9,466 38,877
BANK OF AMERICA 13,847 26,620
TESLA 14,374 38,691
UNION PACIFIC 5,668 10,400
ECOLAB INC 6,495 7,120
TJX CPS INC 13,040 15,899
COCA COLA 8,486 7,826
BERKSHIRE HATHAWAY 18,378 25,137
EATON CORP 3,814 17,216
CME GROUP 11,787 14,860
META PLATFORMS 19,730 49,938
JP MORGAN CHASE 15,313 58,355
REGIONS FINANCIAL 12,025 16,481
JOHNSON & JOHNSON 24,103 32,263
MASTERCARD INC CLASS A 3,979 21,046
PEPSICO INC    
MICROSOFT 12,659 114,467
NEXTERA ENERGY 6,591 17,740
THE HERSHEY COMPANY 6,702 7,482
PROCTER & GAMBLE 7,355 14,136
ELI LILLY 8,378 26,705
UNITED HEALTH GROUP    
PROLOGIS INC    
PHILIP MORRIS 15,212 15,733
INTUITIVE SURGICAL 6,272 5,814
APOLLO GLOBAL MGMT 16,845 16,792
MARSH MCLENNAN 6,283 5,441
SEI INVESTMENTS 7,139 7,297
DANAHER CORP    
ZOETIS INC 11,269 9,657
AMAZON COM INC 17,695 61,480
HOME DEPOT INC 8,806 24,311
ABBVIE INC 3,096 7,872
ACCENTURE PLC    
EXXONMOBILE 13,553 25,256
BLACKROCK INC 8,080 24,483
MEDTRONIC 13,245 13,524
MARRIOTT INTL 3,835 6,771
CHEVRON 15,596 22,983
AUTOMATIC DATA PROCESSING 5,353 6,751
FASTENAL 6,793 8,141
DUKE ENERGY 4,508 7,301
LINDE PUBLIC LIMITED 9,480 27,550
TRAVELERS COMPANY    
INTUIT 999 5,463
GE AEROSPACE 10,270 13,236
GE VERNOVA 9,688 9,838
TEXAS INSTRUMENTS 4,832 11,208
ILLINOIS TOOL WORKS 6,929 6,780
WAL MART 5,230 21,333
ROLLINS INC 12,665 13,373
KLA CORP 6,524 9,707
WALT DISNEY COMPANY 10,672 10,420
MERCK & CO    
PARKER HANNIFIN CORP 9,757 19,712
ATMOS ENERGY 7,240 8,196
VISA INC 20,165 25,604
SALESFORCE 5,328 6,162
HONEYWELL INTERNATIONAL 10,070 12,420
NAVIDIA CORP 31,766 129,860
BROADCOM INC 6,230 72,250
COPART INC    
MCDONALD'S CORP 10,073 18,537
COMCAST CORP    
GILEAD SCIENCES 6,709 8,880
LOCKHEED MARTIN    
PAYCHEX 5,733 5,958
COSTAR GROUP 12,932 14,174
PUBLIC STORAGE 6,240 5,488
WELLTOWER 9,198 19,061
ADOBE    
ORACLE 18,911 30,655
PALO ALTO NETWORK 7,320 12,217
NETFLIX 5,896 14,387

TY 2024 InvestmentsGovtObligationsSch
Name:
HELEN S BOYLAN FOUNDATION
EIN:
43-1254043
Software ID:
24020490
Software Version:
2024v5.2
US Government Securities - End of Year Book Value:

365,558
US Government Securities - End of Year Fair Market Value:

356,913
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
HELEN S BOYLAN FOUNDATION
EIN:
43-1254043
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES TR S&P SMALL CAP AT COST    
VANGUARD DEVELOPED MARKETS AT COST    
FANNIE MAE POOL FN MA4448 1.5% 10/1/31 AT COST 10,741 11,230
VANGUARD INSTITUTIONAL INDEX FD AT COST 876,897 1,270,935
DREHAUS SMALL CAP AT COST    
ISHARES RUSSELL 1000 GROWTH AT COST    
VICTORY SYCAMORE SM CAP AT COST    
ISHARES RUSSELL 1000 VALUE AT COST 57,704 81,436
VANGUARD 500 INDEX AT COST 93,500 97,802
SEAFARER OVERESEAS GROWTH & INCOME AT COST 89,000 108,583
FIDELITY MID CAP INDEX AT COST 299,896 325,005
INVESCO S&P MID-CAP QUALITY AT COST 58,250 70,323
MFS BLENDED RESEARCH MID-CAP AT COST 75,000 78,278
FIDELITY SMALL CAP INDEX AT COST 107,000 117,827
TRIBUTARY SMALL COMPANY FUND AT COST 107,000 109,792
FIDELITY INTNL INDEX FUND AT COST 200,000 237,592
MFS INSTIT TRUST INTER EQUITY AT COST 225,000 244,640
CAUSEWAY EMERGING MARKETS AT COST 25,000 27,161

TY 2024 OtherExpensesSchedule
Name:
HELEN S BOYLAN FOUNDATION
EIN:
43-1254043
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 1,369 342    


TY 2024 OtherProfessionalFeesSchedule
Name:
HELEN S BOYLAN FOUNDATION
EIN:
43-1254043
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 17,619 4,405 0 0


TY 2024 TaxesSchedule
Name:
HELEN S BOYLAN FOUNDATION
EIN:
43-1254043
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRIOR YEAR EXCISE TAX 6,012 1,503