BETA

BOSS FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BOSS FAMILY FOUNDATION (EIN 20-1781297)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201811349349102666
Schema version
2017v2.2
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)
Return2018-05-14T11:17:01-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICA MIYAMOTOPreparerPersonNm
PTINP00041686PTIN
Phone8186375000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$418,194FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$247,435ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$23InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,719DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,719DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,719DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$368NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$85,715GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$368CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$368NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$250,545TotalRevAndExpnssAmt
Total Net Invst Incm$3,110TotalNetInvstIncmAmt
Total Adj Net Incm$3,110TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$450AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$510TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$64,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$64,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,510TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$64,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$186,035ExcessRevenueOverExpensesAmt
Net Investment Income$3,110NetInvestmentIncomeAmt
Adjusted Net Income$3,110AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$219,002SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,451SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,451SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$247,435CorporateStockEOYAmt
Corporate Stock EOYFMV$245,096CorporateStockEOYFMVAmt
Other Investments EOY$146,151OtherInvestmentsEOYAmt
Other Investments EOYFMV$161,647OtherInvestmentsEOYFMVAmt
Total Assets BOY$219,002TotalAssetsBOYAmt
Total Assets EOY$405,037TotalAssetsEOYAmt
Total Assets EOYFMV$418,194TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$219,002UnrestrictedBOYAmt
Unrestricted EOY$405,037UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$219,002TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$405,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$219,002TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$405,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$219,002TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$186,035ExcessRevenueOverExpensesAmt
Subtotal$405,037SubtotalAmt
Tot Net Ast Or Fund Balances EOY$405,037TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
500.0000 SPIRIT AEROSYSTEMSP2017-02-012017-02-21$29,620$29,354$266$266
700.0000 VANGUARD SHORT TERMP2017-09-122017-06-20$56,095$55,993$102$102
FieldValueIRS element (for citing)
Capital Gain Net Income$368CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$368NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$62InvestmentIncomeExciseTaxAmt
Subtotal$62SubtotalAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Tax Due$62TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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

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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$418,194AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$418,194TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$418,194AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,273CashDeemedCharitableAmt
Net Vl Noncharitable Assets$411,921NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,596MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,596MinimumInvestmentReturnAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Total Tax$62TotalTaxAmt
Distributable Before Adj$20,534DistributableBeforeAdjAmt
Distributable Before Ded$20,534DistributableBeforeDedAmt
Distributable As Adjusted$20,534DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$64,000ExpensesAndContributionsAmt
Qualifying Distributions$64,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$64,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,534DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$23,615ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$22,889ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$25,858ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$84,864ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$35,714ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$192,940TotalExcessDistributionCyovAmt
Qualifying Distributions$64,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,534AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,466RemainingDistriFromCorpusAmt
Total Corpus$236,406TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$23,615ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$212,791ExcessDistriCyovToNextYrAmt
Excess From Year4$22,889ExcessFromYear4Amt
Excess From Year3$25,858ExcessFromYear3Amt
Excess From Year2$84,864ExcessFromYear2Amt
Excess From Year1$35,714ExcessFromYear1Amt
Excess From Current Year$43,466ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DARTMOUTH COLLEGE
7 LEBANON STREET SUITE 302HANOVERNH03755NONENOT A FDNCHARITABLE$55,000
THE THACKER SCHOOL ANNUAL FUND
5025 THACHER ROADOJAICA93023NONENOT A FDNCHARITABLE$7,500
SANTA BARBARA FOUNDATION
1111 CHAPALA STREET STE 200SANTA BARBARACA93101NONENOT A FDNCHARITABLE$500
STANFORD UNIVERSITY
450 Serra MallStanfordCA94305NONENOT A FDNCHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$64,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,719ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$368RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,742ExclusionAmt
Related Or Exempt Function Incm$368RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,110TotalIncomeProducingActyAmt

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$450Amt
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$247,435EOYBookValueAmt
EOYFMV$245,096EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$146,151BookValueAmt
EOYFMV$161,647EOYFMVAmt

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

FieldValueIRS element (for citing)
CategoryFRANCHISE TAX BOARDCategoryTxt
Amt$10Amt

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