BETA

BOSS FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BOSS FAMILY FOUNDATION (EIN 20-1781297)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202231369349105893
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T18:14:27-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN950858589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUTCHINSON AND BLOODGOOD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 N BRAND BLVD 14th FloorAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201781297EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOSS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOSSBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1246 SANTA ROSA LANE 200AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHUGH M BOSSPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHUGH MPersonFirstNm
Person LastBOSSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICA MIYAMOTOPreparerPersonNm
PTINP00041686PTIN
Phone8186375000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$823,465FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$101,791ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$9InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,840DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,840DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,840DividendsAdjNetIncmAmt
Total Rev And Expnss$112,640TotalRevAndExpnssAmt
Total Net Invst Incm$10,849TotalNetInvstIncmAmt
Total Adj Net Incm$10,849TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$475AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$52TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$602TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,402TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$70,238ExcessRevenueOverExpensesAmt
Net Investment Income$10,849NetInvestmentIncomeAmt
Adjusted Net Income$10,849AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$251,471SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,376SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,376SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$271,254CorporateStockBOYAmt
Corporate Stock EOY$373,045CorporateStockEOYAmt
Corporate Stock EOYFMV$363,601CorporateStockEOYFMVAmt
Other Investments BOY$106,153OtherInvestmentsBOYAmt
Other Investments EOY$306,595OtherInvestmentsEOYAmt
Other Investments EOYFMV$453,488OtherInvestmentsEOYFMVAmt
Total Assets BOY$628,878TotalAssetsBOYAmt
Total Assets EOY$686,016TotalAssetsEOYAmt
Total Assets EOYFMV$823,465TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$628,878NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$686,016NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$628,878TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$686,016TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$628,878TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$686,016TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$628,878TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$70,238ExcessRevenueOverExpensesAmt
Subtotal$699,116SubtotalAmt
Other Decreases$13,100OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$686,016TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$151InvestmentIncomeExciseTaxAmt
Subtotal$151SubtotalAmt
Tax Based On Investment Income$151TaxBasedOnInvestmentIncomeAmt
Tax Due$151TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HUGH BOSSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8059621213PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1246 SANTA ROSA LANEAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
KELLY BRIGGS BOSS
246 SANTA ROSA LANEMONTECITOCA93108President0.00$0
HUGH M BOSS
246 SANTA ROSA LANEMONTECITOCA93108Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$758,819AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$758,819TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$758,819AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,382CashDeemedCharitableAmt
Net Vl Noncharitable Assets$747,437NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,372MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,372MinimumInvestmentReturnAmt
Tax Based On Investment Income$151TaxBasedOnInvestmentIncomeAmt
Total Tax$151TotalTaxAmt
Distributable Before Adj$37,221DistributableBeforeAdjAmt
Distributable Before Ded$37,221DistributableBeforeDedAmt
Distributable As Adjusted$37,221DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,800ExpensesAndContributionsAmt
Qualifying Distributions$41,800QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,221DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$35,714ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$43,466ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$210,584ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$269,055ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$323ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$559,142TotalExcessDistributionCyovAmt
Qualifying Distributions$41,800QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,221AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,579RemainingDistriFromCorpusAmt
Total Corpus$563,721TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$35,714ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$528,007ExcessDistriCyovToNextYrAmt
Excess From Year4$43,466ExcessFromYear4Amt
Excess From Year3$210,584ExcessFromYear3Amt
Excess From Year2$269,055ExcessFromYear2Amt
Excess From Year1$323ExcessFromYear1Amt
Excess From Current Year$4,579ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHUGH M BOSSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DARTMOUTH COLLEGE
7 LEBANON STREET SUITE 302HANOVERNH03755NONENOT A FDNCHARITABLE$5,000
THE THACHER SCHOOL ANNUAL FUND
5025 THACHER ROADOJAICA93023NONENOT A FDNCHARITABLE$100
SANTA BARBARA FOUNDATION
1111 CHAPALA STREET STE 200SANTA BARBARACA93101NONENOT A FDNCHARITABLE$1,000
CANCER FOUNDATION OF SANTA BARBARA
601 W JUNIPERO STREETSANTA BARBARACA93105NONENOT A FDNCHARITABLE$5,000
PLANNED PARENTHOOD
518 GARDEN STSANTA BARBARACA93101NONENOT A FDNCHARITABLE$5,000
ACLU FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONENOT A FDNCHARITABLE$2,500
CLUBBED THUMB
440 LAFAYETTE ST 4TH FLOORNEW YORKNY10003NONENOT A FDNCHARITABLE$3,000
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117NONENOT A FDNCHARITABLE$5,000
WILLIAMS COLLEGE
880 MAIN STWILLIAMSTOWNMA01267NONENOT A FDNCHARITABLE$5,000
DARTMOUTH DCF
7 LEBANON STREET SUITE 302HANOVERNH03755NONENOT A FDNCHARITABLE$3,000
DARTMOUTH SLEIGH
7 LEBANON STREET SUITE 302HANOVERNH03755NONENOT A FDNCHARITABLE$2,000
DARTMOUTH BOSS
7 LEBANON STREET SUITE 302HANOVERNH03755NONENOT A FDNCHARITABLE$5,000
MONTCECITO COMMUNITY FOUNDATION
PO BOX 5001SANTA BARBARACA93150NONENOT A FDNCHARITABLE$100
BUCKET BRIGADE
PO BOX 50640SANTA BARBARACA93150NONENOT A FDNCHARITABLE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,840ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,849ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,849TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$475Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescDEPT OF JUSTICEDesc
Revenue And Expenses Per Books$75RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRSCategoryTxt
Amt$52Amt

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