BETA

BOSS FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BOSS FAMILY FOUNDATION (EIN 20-1781297)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201731329349102778
Schema version
2016v3.0
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)
Return2017-05-12T14:01:57-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICA MIYAMOTOPreparerPersonNm
PTINP00041686PTIN
Phone8186375000PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$219,002FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,949ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$14DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14DividendsAdjNetIncmAmt
Gross Sales Price$100,949GrossSalesPriceAmt
Total Rev And Expnss$100,963TotalRevAndExpnssAmt
Total Net Invst Incm$14TotalNetInvstIncmAmt
Total Adj Net Incm$14TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$450AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$660TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,160TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$53,803ExcessRevenueOverExpensesAmt
Net Investment Income$14NetInvestmentIncomeAmt
Adjusted Net Income$14AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$165,199SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$219,002SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$219,002SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$165,199TotalAssetsBOYAmt
Total Assets EOY$219,002TotalAssetsEOYAmt
Total Assets EOYFMV$219,002TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$165,199UnrestrictedBOYAmt
Unrestricted EOY$219,002UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$165,199TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$219,002TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$165,199TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$219,002TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$165,199TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$53,803ExcessRevenueOverExpensesAmt
Subtotal$219,002SubtotalAmt
Tot Net Ast Or Fund Balances EOY$219,002TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property2500 COCA COLA COPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2003-03-09AcquiredDt
Sold2016-12-06SoldDt
Gross Sales Price$100,949GrossSalesPriceAmt
Cost Or Other Basis$100,949CostOrOtherBasisAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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$219,002AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$219,002TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$219,002AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,285CashDeemedCharitableAmt
Net Vl Noncharitable Assets$215,717NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,786MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,786MinimumInvestmentReturnAmt
Distributable Before Adj$10,786DistributableBeforeAdjAmt
Distributable Before Ded$10,786DistributableBeforeDedAmt
Distributable As Adjusted$10,786DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,500ExpensesAndContributionsAmt
Qualifying Distributions$46,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$46,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,786DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$26,248ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$23,615ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,889ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,858ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$84,864ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$183,474TotalExcessDistributionCyovAmt
Qualifying Distributions$46,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,786AppliedToCurrentYearAmt
Remaining Distri From Corpus$35,714RemainingDistriFromCorpusAmt
Total Corpus$219,188TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$26,248ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$192,940ExcessDistriCyovToNextYrAmt
Excess From Year4$23,615ExcessFromYear4Amt
Excess From Year3$22,889ExcessFromYear3Amt
Excess From Year2$25,858ExcessFromYear2Amt
Excess From Year1$84,864ExcessFromYear1Amt
Excess From Current Year$35,714ExcessFromCurrentYearAmt

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$5,000
THE THACKER SCHOOL ANNUAL FUND
5025 THACHER ROADOJAICA93023NONENOT A FDNCHARITABLE$30,000
SANTA BARBARA FOUNDATION
1111 CHAPALA STREET STE 200SANTA BARBARACA93101NONENOT A FDNCHARITABLE$500
ALPHA RESOURCE CENTER
4501 CATHEDRAL OAKS RDSANTA BARBARACA93110NONENOT A FDNCHARITABLE$5,000
MOXI THE WOLF MUSEUM OF EXPLORATION
125 STATE STSANTA BARBARACA93101NONENOT A FDNCHARITABLE$1,000
CANCER FOUNDATION OF SANTA BARBARA
601 W JUNIPERO STREETSANTA BARBARACA93105NONENOT A FDNCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHUGH M AND KELLY B BOSSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1246 SANTA ROSA LANEAddressLine1Txt
CityMONTECITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,949TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2,500 SHARES OF COCA COLANoncashPropertyDesc
Fair Market Value$100,949FairMarketValueAmt
Received2016-12-06ReceivedDt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
DEPT OF JUSTICE$50
UBS ANNUAL FEE$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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

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