2022-09-15T14:54:11-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-02-10 862247512 The Boone Family Foundation % Foundation Source BOON 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 ANDREW J BOONE PRESIDENT 8008391754 2022-08-16 true ANDREW J BOONE 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2023-04-26 12:10:37Z X X 1741957 X 2010000 953 953 8311 8311 -7937 387321 0 2011327 9264 0 7717 7717 97 97 12072 7 12065 19886 7821 12065 318500 318500 338386 7821 330565 1672941 1443 511027 511027 188218 187068 784656 857898 189040 185964 0 1672941 1741957 0 0 X 1672941 0 1672941 0 1672941 0 1672941 1672941 1672941 Publicly-traded Securities 387321 395258 -7937 -7937 -7937 20 20 20 0 100 100 80 80 false false false false false false true true true DE true false true false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Andrew J Boone Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Karen Boone Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 824690 547775 0 1372465 0 1372465 20587 1351878 60186 60186 20 20 60166 60166 60166 330565 0 0 0 0 330565 60166 2019 2018 2017 330565 60166 270399 270399 0 270399 270399 Andrew J Boone Karen Boone X BOSTON UNIVERSITY TRUSTEES OF BOSTON UNIVERSITY 595 COMMONWEALTH AVE STE 700 W BOSTON MA 02215 N/A PC Center for Antiracist Research 10000 CIRCLE OF HEARTS FOUNDATION 618 ATHENS ST SAN FRANCISCO CA 94112 N/A PC General & Unrestricted 2000 STANFORD UNIVERSITY 485 BROADWAY 4TH FL MC 5470 REDWOOD CITY CA 94063 N/A PC Precision health research fund 200000 THE TREVOR PROJECT INC PO BOX 69232 WEST HOLLYWOOD CA 90069 N/A PC General & Unrestricted 500 THE U C DAVIS FOUNDATION 202 COUSTEAU PL STE 185 DAVIS CA 95618 N/A PC UC Davis Psychedelic Science Center Pilot Project 106000 318500 14 953 14 8311 18 -7937 1327 1327 false false false false false false false false false false X X 1 Andrew J Boone 2103 Vineyard Road Novato CA 94947 500000 X 2 Karen Boone 2103 Vineyard Road Novato CA 94947 1510000 X ABBVIE INC - 2.950% - 11/21/20 7360 7380 AIR LEASE CORP MTN - 3.250% - 8254 8172 AMERICAN EXPRESS CO - 4.200% - 9137 8799 BANK AMER CORP - 2.456% - 10/2 7318 7189 BANK OF AMERICA CORP - 2.299% 8091 7859 BOEING CO NOTE CALL MAKE WHOLE 8006 8005 BROADCOM INC SER B NOTE - 5.00 6930 6985 CAPITAL ONE - 4.200% - 10/29/2 8955 8714 CAPITAL ONE MULTI TRSER - 1.04 15998 15930 CITIGROUP INC - 3.887% - 01/10 10952 10848 DELL INTL - 4.900% - 10/01/202 7897 7889 EDISON INTL - 5.750% - 06/15/2 3502 3420 ENERGY TRANSFER OPERATING LP - 6930 6872 GENERAL MOTORS FINANCIAL COMPA 7769 7548 GOLDMAN SACHS GROUP INC - 3.50 7539 7379 HCA INC NOTE - 4.750% - 05/01/ 8641 8380 HEWLETT PACKARD ENTERPRISE CO 4351 4221 HOST HOTELS &RESORTS - 3.500% 7445 7186 JP MORGAN CHASE - 4.000% - 12/ 4033 4020 JP MORGAN CHASE NOTE - 0.000% 8545 8318 VERIZON COMMUNICATIONS - 0.000 11036 10971 VMWARE INC - 3.900% - 08/21/20 8907 8715 WELLS FARGO &CO SER Q MTN - 2. 11444 11164 ACCENTURE PLC 5754 7462 ACUITY BRANDS INC 714 847 ADIDAS AG 5329 4464 ADIENT PLC 479 479 ADOBE SYSTEMS, INC 6087 6805 ADVANCE AUTO PARTS INC 10655 13193 ADVANCED DRAINAGE SYSTEMS INC 823 953 ADVANCED MEDICAL OPTICS 479 384 ADYEN N.V. 2697 2948 AIA GROUP LTD ADR 4919 3911 AIRBUS GROUP 4691 4755 ALASKA AIR GROUP INC 1396 1198 ALCON INC 8964 10890 ALLEGION PLC 1156 1060 ALPHABET INC CL A 11553 14485 AMADEUS IT HLDS SA 5256 4944 AMAZON COM 19795 20006 AMERISOURCEBERGEN CORP 5207 5847 AMN HEALTHCARE SERVICES INC 1122 1346 AMYRIS, INC. 140 87 ANSYS INC 2098 2407 ANTERO MIDSTREAM CORPORATION 1067 987 APPLE INC 9370 12963 APTIV PLC 10271 11547 ARISTA NETWORKS 4163 7475 ARROW ELECTRONICS INC 691 806 ASML HOLDING NV NY REG SHS 12450 15127 ATHENE HOLDING LTD 1617 2000 ATLAS COPCO AB A SHS ADR 5325 5961 ATLASSIAN CORP PLC 6330 10295 ATRICURE, INC. 83 70 BADGER METER, INC 1611 1705 BECTON DICKINSON & CO 6854 7041 BIOMARIN PHARMACEUTICAL INC 2055 2297 BNP PARIBAS SPONS ADR 6233 6401 BOISE CASCADE COMPANY 472 570 BOX INC 1083 1126 BRIGHT HORIZONS FAMILY SOLUTIO 1045 881 BRUKER CORPORATION 1697 1846 BUILDERS FIRST SOURCE INC 1162 1371 BUNGE LTD 472 560 BURBERRY GROUP PLC 4331 3733 CADENCE BANCORPORATION 424 417 CALLON PETROLEUM CO 644 567 CANADIAN PACIFIC RAILWAY LTD 5969 5683 CARDIOVASCULAR SYSTEMS, INC. 645 282 CARS COM INC 442 402 CATALENT INC 1460 1408 CAVCO INDS INC DEL 230 318 CELLNEX TELECOM ADR 2822 2716 CENTURY ALUMINUM COMPANY 362 480 CHOICE HOTELS INTERNATIONAL IN 545 624 CIGNA CORPORATION 9094 8496 CLEAN ENERGY FUELS CORP 333 227 CLEARWAY ENERGY, INC. 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COMMON STOCK 403 532 US FOODS HOLDING CORPORATION 1556 1428 USD CYRUSONE INC 1694 1974 VESTAS WIND SYS UNSP/ADR 5196 4048 VIRTU FINANCIAL INC 778 807 VISA INC 10419 9969 VOYA FINANCIAL INC 1316 1393 WALKER & DUNLOP INC 519 754 WALT DISNEY HOLDINGS CO 6199 5266 WESCO INTL INC 1451 1842 WESTERN ALLIANCE BANCORPORATIO 474 431 WORKDAY INC 3344 3825 WORLD WRESTLING ENT 1898 1628 WORLDLINE 3376 2016 ZEBRA TECHNOLOGIES CORP 5895 7142 188218 187068 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: Typically, a finding of a substantial contraction of assets is made by reference to the fair market value of a foundation's net assets on the first day of its calendar year. However, the taxable year ending December 31, 2021 was the year in which the Foundation received its initial endowment and the finding of a substantial contraction in this case was made by reference to the fair market value of the Foundation's assets on the date that it received its initial endowment. Accordingly, the degree of contraction of the Foundation's net assets may have been exaggerated. During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $318,500. This amount represents 25% or more of the Foundation's net assets of $1,200,000 (as measured by fair market value) on the day that the Foundation received its initial endowment in the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 6493 6493 Administrative Set-Up Fee 4400 4400 Bank Charges 7 7 Delaware Incorporation Fees 500 500 IRS Application Fees 600 600 Postage/Delivery Service 72 72 Investment Management Services 7717 7717 Andrew J Boone 2103 Vineyard Road Novato CA 94947 Karen Boone 2103 Vineyard Road Novato CA 94947 Foreign Tax Paid 97 97