BETA

BOSS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BOSS FAMILY FOUNDATION (EIN 20-1781297)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-15
IRS object ID
202021989349100202
Schema version
2019v5.0
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)
Return2020-07-15T21:20:12-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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 Line11114 STATE STREETAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHUGH M BOSSPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2020-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICA MIYAMOTOPreparerPersonNm
PTINP00041686PTIN
Phone8186375000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$435,944FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$263,592ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$118InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$118InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$118InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,576DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,576DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,576DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,295NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$511,387GrossSalesPriceAmt
Total Rev And Expnss$260,991TotalRevAndExpnssAmt
Total Net Invst Incm$2,694TotalNetInvstIncmAmt
Total Adj Net Incm$2,694TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$475AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$122TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$647TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$290,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$290,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$290,647TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$290,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,656ExcessRevenueOverExpensesAmt
Net Investment Income$2,694NetInvestmentIncomeAmt
Adjusted Net Income$2,694AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,665SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$245,073SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$245,073SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$297,023CorporateStockBOYAmt
Corporate Stock EOY$43,932CorporateStockEOYAmt
Corporate Stock EOYFMV$44,689CorporateStockEOYFMVAmt
Other Investments BOY$106,153OtherInvestmentsBOYAmt
Other Investments EOY$106,153OtherInvestmentsEOYAmt
Other Investments EOYFMV$146,182OtherInvestmentsEOYFMVAmt
Total Assets BOY$405,841TotalAssetsBOYAmt
Total Assets EOY$395,158TotalAssetsEOYAmt
Total Assets EOYFMV$435,944TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$405,841NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$405,841TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$395,158TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$405,841TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$395,158TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$405,841TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,656ExcessRevenueOverExpensesAmt
Other Increases$18,973OtherIncreasesAmt
Subtotal$395,158SubtotalAmt
Tot Net Ast Or Fund Balances EOY$395,158TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
850 CLOROX COD2018-12-212019-01-04$129,963$131,074-$1,111-$1,111
1200 JOHNSON AND JOHNSOND2018-12-212019-01-04$154,188$156,768-$2,580-$2,580
1500 JOHNSON AND JOHNSOND2019-12-272019-12-30$217,877$219,660-$1,783-$1,783
200 COCA COLA COD2017-12-182019-01-03$9,359$9,180$179$179
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,295CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$5,474NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$54InvestmentIncomeExciseTaxAmt
Subtotal$54SubtotalAmt
Tax Based On Investment Income$54TaxBasedOnInvestmentIncomeAmt
Tax Due$54TaxDueAmt

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 Line11114 STATE STREET SUITE 212AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
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$426,379AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$426,379TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$426,379AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,396CashDeemedCharitableAmt
Net Vl Noncharitable Assets$419,983NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,999MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,999MinimumInvestmentReturnAmt
Tax Based On Investment Income$54TaxBasedOnInvestmentIncomeAmt
Total Tax$54TotalTaxAmt
Distributable Before Adj$20,945DistributableBeforeAdjAmt
Distributable Before Ded$20,945DistributableBeforeDedAmt
Distributable As Adjusted$20,945DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$290,000ExpensesAndContributionsAmt
Qualifying Distributions$290,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$290,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,945DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$25,858ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$84,864ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$35,714ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$43,466ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$210,584ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$400,486TotalExcessDistributionCyovAmt
Qualifying Distributions$290,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,945AppliedToCurrentYearAmt
Remaining Distri From Corpus$269,055RemainingDistriFromCorpusAmt
Total Corpus$669,541TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$25,858ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$643,683ExcessDistriCyovToNextYrAmt
Excess From Year4$84,864ExcessFromYear4Amt
Excess From Year3$35,714ExcessFromYear3Amt
Excess From Year2$43,466ExcessFromYear2Amt
Excess From Year1$210,584ExcessFromYear1Amt
Excess From Current Year$269,055ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DARTMOUTH COLLEGE
7 LEBANON STREET SUITE 302HANOVERNH03755NONENOT A FDNCHARITABLE$11,000
THE THACHER SCHOOL ANNUAL FUND
5025 THACHER ROADOJAICA93023NONENOT A FDNCHARITABLE$5,000
FORDHAM UNIVERSITY
441 E FORDHAM RDBRONXNY10458NONENOT A FDNCHARITABLE$262,500
CANCER FOUNDATION OF SANTA BARBARA
601 W JUNIPERO STREETSANTA BARBARACA93105NONENOT A FDNCHARITABLE$5,000
PLANNED PARENTHOOD
518 GARDEN STSANTA BARBARACA93101NONENOT A FDNCHARITABLE$1,500
ACLU FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONENOT A FDNCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$290,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$118ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,576ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$5,295RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,694ExclusionAmt
Related Or Exempt Function Incm-$5,295RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$2,601TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$43,932EOYBookValueAmt
EOYFMV$44,689EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$106,153BookValueAmt
EOYFMV$146,182EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescDEPT OF JUSTICEDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FRANCHISE TAX BOARD$10
IRS$112

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