2025-09-25T11:39:30-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 582663615 Dan and Merrie Boone Foundation Inc % DANIEL W BOONE III DANA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Daniel W Boone III President 4045830312 2025-09-17 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X X 16393072 X 518603 43000 43000 258232 258232 1540110 2439455 1553930 154994 154994 2514939 2010156 0 24325 0 0 24325 6835 6835 33884 2415 130660 108860 21800 195704 118110 0 46125 894200 894200 1089904 118110 0 940325 1425035 1892046 0 254807 1135905 1135905 214172 5883164 8974153 3579768 7059964 5514677 6283014 11108711 12533746 16393072 0 0 X 11108711 12533746 11108711 12533746 11108711 12533746 11108711 1425035 12533746 12533746 Publicly-traded Securities 2439455 1369608 1069847 1069847 Passthrough K1 Capital Gain/(Loss) 484083 1553930 26299 26299 26299 29082 0 29082 X 0 2783 2783 false false false false false false false true true GA true false true false false true N/A DANIEL W BOONE III 4045830312 4123 SPRING ISLAND Okatie SC 29909 false false false false false false false false false false false false false false false false false false false false false Daniel W Boone III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Daniel W Boone IV Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Meredith B Tutterow Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Susanna B Ver Eecke Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 8966985 914123 6283014 16164122 0 16164122 242462 15921660 796083 796083 26299 26299 769784 769784 769784 940325 0 0 0 0 940325 769784 160932 940325 160932 769784 9609 9609 0 9609 9609 Daniel W Boone III X ALZAR SCHOOL INC PO BOX 1609 CASCADE ID 83611 N/A PC General & Unrestricted 1000 AMERICAN FOLK ART MUSEUM 47-29 32ND PL LONG ISLAND CITY NY 11101 N/A PC General & Unrestricted 1000 AMERICAN INSTITUTE FOR ECONOMIC RESEARCH INC PO BOX 1000 GT BARRINGTON MA 01230 N/A PC General & Unrestricted 1000 AMERICAN PARKINSON DISEASE ASSOCIATION PO BOX 49416 ATLANTA GA 30359 N/A PC General & Unrestricted 2000 AMERICAN RIVERS INC 1101 14TH ST NW STE 1400 WASHINGTON DC 20005 N/A PC General & Unrestricted 10000 AMERICANS FOR OXFORD INC 500 FIFTH AVE 32ND FLOOR NEW YORK NY 10110 N/A PC Lincoln College 2000 AMIKIDS INC 5915 BENJAMIN CENTER DR TAMPA FL 33634 N/A PC General & Unrestricted 1000 ATLANTA BOTANICAL GARDEN INC 1345 PIEDMONT AVE NE ATLANTA GA 30309 N/A PC General & Unrestricted 1200 ATLANTA HISTORICAL SOCIETY INC 130 W PACES FERRY RD NW ATLANTA GA 30305 N/A PC General & Unrestricted 2500 ATLANTA POLICE FOUNDATION INC 191 PEACHTREE ST NE STE 191 ATLANTA GA 30303 N/A PC General & Unrestricted 2000 BEAUFORT COUNTY OPEN LAND TRUST INC PO BOX 75 BEAUFORT SC 29902 N/A PC General & Unrestricted 10000 BEAUFORT MEMORIAL HOSPITAL ENDOWMENT FOUNDATION PO BOX 2233 BEAUFORT SC 29901 N/A PC General & Unrestricted 2500 BLAKE SCHOOL 110 BLAKE RD S HOPKINS MN 55343 N/A PC General & Unrestricted 5000 BLAKE SCHOOL 110 BLAKE RD S HOPKINS MN 55343 N/A PC Tutterow Faculty Enrichment Fund 7500 BONEFISH & TARPON TRUST INC 2937 SW 27TH AVE STE 203 MIAMI FL 33133 N/A PC General & Unrestricted 1000 BOYS AND GIRLS CLUBS OF LOWCOUNTRY INC 10 PICKNEY COLONY RD BLUFFTON SC 29909 N/A PC General & Unrestricted 2000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 N/A PC General & Unrestricted 1500 CHILD ABUSE PREVENTION ASSOCIATION PO BOX 531 BEAUFORT SC 29901 N/A PC General & Unrestricted 2000 CHILDRENS THEATER COMPANY AND SCHOOL 2400 3RD AVE S MINNEAPOLIS MN 55404 N/A PC General & Unrestricted 2500 COLUMBUS STATE UNIVERSITY FOUNDATION INC 4225 UNIVERSITY AVE COLUMBUS GA 31907 N/A PC Support for Passaquan 2000 COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC PO BOX 23019 HILTON HEAD ISLAND SC 29925 N/A PC General & Unrestricted 4000 COMPLETE STUDENT 1903 LENORA DR PORT ROYAL SC 29935 N/A PC General & Unrestricted 1000 CUREPSP INC 325 HUDSON ST 4TH FLOOR NEW YORK NY 10013 N/A PC General & Unrestricted 1000 DAVIDSON COLLEGE PO BOX 5000 DAVIDSON NC 28035 N/A PC Boone Professorship 62500 DAVIDSON COLLEGE PO BOX 5000 DAVIDSON NC 28035 N/A PC Abernathy Library Renovation Fund 20000 DAVIDSON COLLEGE PO BOX 5000 DAVIDSON NC 28035 N/A PC General & Unrestricted 85000 DAVIDSON COLLEGE PO BOX 5000 DAVIDSON NC 28035 N/A PC Spike! Arts Grants 5000 EAGLE RANCH INC 5500 UNION CHURCH RD FLOWERY BRANCH GA 30542 N/A PC General & Unrestricted 2000 EDCHOICE INC 111 MONUMENT CIR STE 2650 INDIANAPOLIS IN 46204 N/A PC General & Unrestricted 2500 EMORY UNIVERSITY 1762 CLIFTON RD STE 2400 MS ATLANTA GA 30322 N/A PC Support for Merrie Boone Comprehensive Care Clinic 90000 ETV ENDOWMENT OF SOUTH CAROLINA INC 401 E KENNEDY ST STE B1 SPARTANBURG SC 29302 N/A PC General & Unrestricted 1000 FRIENDS OF ENGLISH AVENUE INC 2250 CORPORATE PLZ PKWY SE 102 SMYRNA GA 30080 N/A PC General & Unrestricted 1000 FRIENDS OF TURNEFFE ATOLL PO BOX 10670 BOZEMAN MT 59719 N/A PC General & Unrestricted 1000 GEORGIA CENTER FOR OPPORTUNITY INC 5051 PEACHTREE CORNERS CIR STE 2 PEACHTREE CORNERS GA 30092 N/A PC General & Unrestricted 10000 GEORGIA CONSERVANCY INC 565 NORTHSIDE DR SW APT B101 ATLANTA GA 30310 N/A PC General & Unrestricted 1000 GEORGIA MUSEUMS INC PO BOX 3188 CARTERSVILLE GA 30120 N/A PC General & Unrestricted 1500 GEORGIA TRUST FOR HISTORIC PRESERVATION INC 1516 PEACHTREE ST NW ATLANTA GA 30309 N/A PC General & Unrestricted 1000 GOOD NEIGHBOR FREE MEDICAL CLINIC 974 RIBAUT RD BEAUFORT SC 29902 N/A PC Support outreach to the community to bring in more patients to the clinic 5000 GREATER MINNEAPOLIS CRISIS NURSERY 4544 4TH AVE S MINNEAPOLIS MN 55419 N/A PC General & Unrestricted 1500 GUTHRIE THEATER FOUNDATION 818 S 2ND ST MINNEAPOLIS MN 55415 N/A PC General & Unrestricted 20000 HABITAT FOR HUMANITY INTERNATIONAL INC 24 PROFESSIONAL VILLAGE CIR BEAUFORT SC 29907 N/A PC General & Unrestricted 2000 HELP OF BEAUFORT PO BOX 472 BEAUFORT SC 29901 N/A PC General & Unrestricted 100000 HICKORY MUSEUM OF ART INC 243 3RD AVE NE HICKORY NC 28601 N/A PC General & Unrestricted 1000 HIGHLAND COMMUNITY CHILD DEVELOPMENT CENTER INC PO BOX 648 HIGHLANDS NC 28741 N/A PC General & Unrestricted 2000 HIGHLAND-CASHIERS LAND TRUST INC 348 SOUTH 5TH ST SUITE 213 HIGHLANDS NC 28741 N/A PC General & Unrestricted 1000 HIGHLANDS BIOLOGICAL FOUNDATION INC 265 N 6TH ST HIGHLANDS NC 28741 N/A PC General & Unrestricted 1000 HIGHLANDS CASHIERS HEALTH FOUNDATION PO BOX 742 HIGHLANDS NC 28741 N/A PC General & Unrestricted 2500 HIGHLANDS EMERGENCY COUNCIL INC 71 POPLAR ST HIGHLANDS NC 28741 N/A PC General & Unrestricted 5000 INTUIT THE CENTER FOR INTUITIVE AND OUTSIDER ART 756 N MILWAUKEE AVE CHICAGO IL 60642 N/A PC General & Unrestricted 2500 KIDS ALIVE INTERNATIONAL INC 2555 NORTHWINDS PKWY SUITE 1300 ALPHARETTA GA 30009 N/A PC General & Unrestricted 12000 LITERACY COUNCIL OF HIGHLANDS INC PO BOX 2320 HIGHLANDS NC 28741 N/A PC General & Unrestricted 2000 LOWCOUNTRY FOOD BANK INC 2864 AZALEA DR CHARLESTON SC 29405 N/A PC General & Unrestricted 2000 MARSH VIEW COMMUNITY ORGANIC FARM 12 GEORGEES TRL ST HELENA IS SC 29920 N/A PC General & Unrestricted 1000 MEDECINS SANS FRONTIERES USA INC 40 RECTOR ST 16TH FL NEW YORK NY 10006 N/A PC General & Unrestricted 6000 MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH GRAND CENTRAL STA PO BOX 4777 NEW YORK NY 10163 N/A PC General & Unrestricted 25500 MISSISSIPPI FOLK ART FOUNDATION 103 RIVERBEND DR BRANDON MS 39047 N/A PC Support for stabilization and reconstruction of Margaret's Grocery 50000 NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN 600 14TH ST NW STE 500 WASHINGTON DC 20005 N/A PC General & Unrestricted 1000 NATURE CONSERVANCY 27 CLEVELAND ST STE 203 GREENVILLE SC 29601 N/A PC Land conservation in South Carolina 20000 NATURE CONSERVANCY 4245 N FAIRFAX DRIVE STE 100 ARLINGTON VA 22203 N/A PC General & Unrestricted 1000 NORTH SHORE COUNTRY DAY SCHOOL 310 GREEN BAY RD WINNETKA IL 60093 N/A PC General & Unrestricted 20000 NORTHSIDE ACHIEVEMENT ZONE 1964 N 2ND ST MINNEAPOLIS MN 55411 N/A PC General & Unrestricted 2500 OLD SALEM INCORPORATED 600 S MAIN ST WINSTON SALEM NC 27101 N/A PC General & Unrestricted 1000 OPEN SPACE INSTITUTE INC 1370 BROADWAY 5TH FL NEW YORK NY 10018 N/A PC General & Unrestricted 10000 PAGE EDUCATION FOUNDATION PO BOX 581254 MINNEAPOLIS MN 55458 N/A PC General & Unrestricted 1000 PALESTINE CHILDRENS RELIEF FUND PO BOX 861716 LOS ANGELES CA 90086 N/A PC General & Unrestricted 9000 PARADISE GARDEN FOUNDATION INC 200 N LEWIS ST SUMMERVILLE GA 30747 N/A PC General & Unrestricted 25000 PARK PRIDE INC PO BOX 4936 ATLANTA GA 30302 N/A PC General & Unrestricted 1000 PARKINSONS FOUNDATION INC 5757 WATERFORD DISTRICT DR STE 310 MIAMI FL 33126 N/A PC General & Unrestricted 1000 PERFORMING ARTS CENTER INC 507 CHESTNUT ST HIGHLANDS NC 28741 N/A PC General & Unrestricted 5000 PHYSICIANS FOR REPRODUCTIVE HEALTH INC PO BOX 35 HARTSDALE NY 10530 N/A PC General & Unrestricted 1000 PLANNED PARENTHOOD SOUTHEAST INC 241 PEACHTREE ST NE STE 400 ATLANTA GA 30303 N/A PC General & Unrestricted 1000 PROJECT DRAWDOWN PO BOX 25402 NEW YORK NY 10087 N/A PC General & Unrestricted 2500 RABUN GAP-NACOOCHEE SCHOOL 339 NACOOCHEE DR RABUN GAP GA 30568 N/A PC Cullasaja Employee Fund Scholarship Fund 2500 ROBERT W WOODRUFF ARTS CENTER INC 1280 PEACHTREE ST NE ATLANTA GA 30309 N/A PC Friends of Folk Art 2000 ROBERT W WOODRUFF ARTS CENTER INC 1280 PEACHTREE ST NE ATLANTA GA 30309 N/A PC Support for Boone Family Self Taught Art Curator 50000 ROBERT W WOODRUFF ARTS CENTER INC 1280 PEACHTREE ST NE ATLANTA GA 30309 N/A PC General & Unrestricted 1000 ROBERT W WOODRUFF ARTS CENTER INC 1280 PEACHTREE ST NE ATLANTA GA 30309 N/A PC General & Unrestricted 50000 SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC 131 SPRING ST STE A CHARLESTON SC 29403 N/A PC General & Unrestricted 10000 SOUTH CAROLINA HISTORICAL SOCIETY 100 MEETING ST CHARLESTON SC 29401 N/A PC General & Unrestricted 1000 SPRING ISLAND TR 174 CALLAWASSIE DR OKATIE SC 29909 N/A PC General & Unrestricted 5000 SWORDS TO PLOWSHARES VETERANS RIGHTS ORGANIZATION 1060 HOWARD ST SAN FRANCISCO CA 94103 N/A PC General & Unrestricted 500 THE BASCOM CORPORATION 323 FRANKLIN RD HIGHLANDS NC 28741 N/A PC General & Unrestricted 10000 THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA 4 VANDERBILT PARK DR STE 300 ASHEVILLE NC 28803 N/A PC General & Unrestricted 5000 THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA 4 VANDERBILT PARK DR STE 300 ASHEVILLE NC 28803 N/A PC Emergency Disaster Response Fund 25000 THE DIAN FOSSEY GORILLA FUND INTERNATIONAL 800 CHEROKEE AVE SE ATLANTA GA 30315 N/A PC General & Unrestricted 500 THE TRUST FOR PUBLIC LAND - GA OFFICE 600 WEST PEACHTREE ST NW ATLANTA GA 30308 N/A PC Support for Chattahoochee Riverland 1000 TOWN OF HIGHLANDS PO BOX 460 HIGHLANDS NC 28741 N/A GOV Playground Project 1000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3733 SPRUCE ST 344 VANCE HALL PHILADELPHIA PA 19104 N/A PC General & Unrestricted 1000 UNIVERSITY OF SOUTH CAROLINA BEAUFORT EDUCATION FO 1 UNIVERSITY BLVD BLUFFTON SC 29909 N/A PC General & Unrestricted 2500 UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION PO BOX 7726 CHARLOTTESVILLE VA 22906 N/A SO III FI General & Unrestricted 1000 URBAN INITIATIVES INC 650 W LAKE ST STE 340 CHICAGO IL 60661 N/A PC General & Unrestricted 1000 WESTMINSTER SCHOOLS INC 1424 W PACES FERRY RD NW ATLANTA GA 30327 N/A PC General & Unrestricted 13000 WINNETKA COMMUNITY HOUSE 620 LINCOLN AVE WINNETKA IL 60093 N/A PC General & Unrestricted 10500 WORLD RESOURCES GROUP INC 456 MYERS AVE HARRISONBURG VA 22801 N/A PC General & Unrestricted 2500 WORLD WILDLIFE FUND INC 1250 24TH ST NW WASHINGTON DC 20037 N/A PC General & Unrestricted 500 Youth Villages at Inner Harbour 4685 DORSETT SHOALS RD Douglasville GA 30135 N/A GOV General & Unrestricted 2500 LINCOLN UNIVERSITY 300 KEOKUK ST Lincoln IL 62656 N/A PC GENERAL & UNRESTRICTED 2000 894200 14 43000 14 258232 18 1540110 K-1 Inc/Loss 14 154994 1996336 1996336 false false false false false false false false false false X X 1 Boone III Daniel W 4123 Spring Island Okatie SC 29909 518603 X 1 BANK OF AMERICA CORP BAC, 1000 sh. 42383 2024-10-25 1 CIGNA CORPORATION CI, 100 sh. 31843 2024-10-25 1 CANADIAN NATURAL RESOURCES LTD CNQ, 1000 sh. 35370 2024-10-25 1 EXXON MOBIL CORP XOM, 300 sh. 35962 2024-10-25 1 INFOSYS TECH LTD SPD ADR INFY, 2000 sh. 43960 2024-10-25 1 INTERNATIONAL BUSINESS MACHINES IBM, 200 sh. 43304 2024-10-25 1 JP MORGAN CHASE JPM, 200 sh. 44650 2024-10-25 1 PHILIP MORRIS INTL PM, 400 sh. 52568 2024-10-25 1 SPDR GOLD SHARES GLD, 500 sh. 126330 2024-10-25 1 UNUM CORP UNM, 1000 sh. 62235 2024-10-25 Tax Return Preparation/Review 24325 24325 ABBVIE INC 27080 46202 ALERIAN MLP ETF 43230 144480 ALEXANDRIA REAL ESTATE EQUITIE 23656 20486 ALTRIA GROUP INC 154000 209160 AMERICAN ELECTRIC POWER INC 35291 40581 ARTISAN PARTNERS ASSET MANAGEM 27464 25830 AT&T, INC 63610 91080 BANK OF AMERICA CORP 69558 131850 BRISTOL-MYERS SQUIBB CO 89726 95813 BRITISH AMERICAN TOBACCO 113676 108207 CALVERT EQUITY PORTFOLIO 104810 208110 CANADIAN NATURAL RESOURCES LTD 80843 169785 CHEVRON CORP 24892 30416 CIGNA CORPORATION 93255 138070 CLOROX CO 12151 14617 COGNIZANT TECHNOLOGY SOLUTIONS 10382 97279 CONAGRA FOODS INC 30925 28444 COSTCO WHOLESALE CORPORATION 16720 91627 CROWN CASTLE INTL 32246 24505 CUBESMART 31057 28281 DANAHER CORP 64736 114775 DOMINION ENERGY INC 27948 28546 DUKE ENERGY CO 37808 43096 ECOLAB INC 39084 93728 EVERGY, INC. 25181 29544 EXXON MOBIL CORP 167334 462550 FACTSET RESH SYST INC 9185 48028 FLOWERS FOODS INC 25931 22106 GENUINE PARTS COMPANY 42201 42034 GILEAD SCIENCES INC 40668 55422 GOLDMAN SACHS GROUP 53727 229048 GREAT BRITISH POUNDS 1080 1192 HASBRO INC 35713 27955 HEALTHPEAK PROPERTIES, INC 42365 35777 HUNTINGTON BANCSHARES INC 49348 55969 INFOSYS TECH LTD SPD ADR 50383 87680 INTEL CORP 138181 80200 INTERNATIONAL BUSINESS MACHINE 200119 336340 INVESCO PLC 74064 139840 JAPAN EQUITY FD 39705 51750 JAPANESE YEN 481 406 JP MORGAN CHASE 83091 287652 KINDER MORGAN INC 30260 33428 KINETIK HOLDINGS INC 15678 14745 KRAFT HEINZ CO 29706 22111 LAZARD 12913 16988 MANPOWER GROUP INC 14636 13853 MEDTRONIC PLC 28079 26360 MICROSOFT CORP 15495 126450 MID-AMERICA APT COMMUNITIES IN 7507 13911 MITEK SYSTEMS 68064 66780 MORGAN STANLEY 30422 226296 MORGAN STANLEY INS EMG MKT-A 91476 83669 MSC INDUSTRIAL DRCT 51931 41080 NORTHERN TRUST CORPORATION 12490 14350 OLD REP INTL CORP 7809 15200 ONEOK INC 18276 32128 PEPSICO INC 28215 27371 PERRIGO CO PLC 14675 12341 PFIZER INC 260812 240362 PHILIP MORRIS INTL 255904 350219 PORVAIR 50095 71136 PRUDENTIAL FINCL INC 43884 43856 QUALCOMM INC 43913 184344 ROGERS COMM CL B 29944 22126 SEI INVESTMENTS 62667 164960 SELECT SECTOR SPDR ENERGY FUND 34874 85660 SIMPLIFY INTEREST RATE HEDGE E 124280 157020 SOUTHERN CO 24358 27989 SPDR GOLD SHARES 366851 556898 TARGET CORPORATION 52608 67590 THE COCA-COLA CO 26504 29262 TJX COMPANIES INC 16807 96648 UNITED PARCEL SERVICE 66982 55484 UNUM CORP 103628 277514 VANGUARD WINDSOR FD ADMIRAL SH 1020724 1191753 VERIZON COMMUNICATIONS 257566 226743 WEC ENERGY GROUP, INC 41750 44199 WILLIAMS COS 43704 81180 XENON PHARMACEUTICALS 43780 39200 ZEBRA TECHNOLOGIES CORP 100992 154488 BCM SCOUT DOMESTIC LP 5514677 6283014 Administrative Fees 15300 15300 Administrative Set-Up Fee 6500 6500 Bank Charges 106 106 K-1 Exp BCM SCOUT DOMESTIC LP 108754 108754 K-1 Inc/Loss BCM SCOUT DOMESTIC LP 154994 154994 Investment Management Services 6835 6835 Martha G Boone 4123 Spring Island Okatie SC 29909 990-PF Estimated Tax for 2024 16091 990-PF Excise Tax for 2022 9249 990-PF Excise Tax for 2023 6129 Foreign Tax Paid 2415 2415