BETA

BOSS FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BOSS FAMILY FOUNDATION (EIN 20-1781297)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201541359349102024
Schema version
2014v5.0
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)
Return2015-05-15T11:49:57-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICA MIYAMOTOPreparerPersonNm
PTINP00041686PTIN
Phone8186375000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$153,022FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$94,890ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,387DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,387DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,387DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$6,435NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$148,060GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,435CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$102,712TotalRevAndExpnssAmt
Total Net Invst Incm$7,822TotalNetInvstIncmAmt
Total Adj Net Incm$1,387TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$450AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$635TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,135TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$70,577ExcessRevenueOverExpensesAmt
Net Investment Income$7,822NetInvestmentIncomeAmt
Adjusted Net Income$1,387AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$82,445SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$153,022SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$153,022SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$82,445TotalAssetsBOYAmt
Total Assets EOY$153,022TotalAssetsEOYAmt
Total Assets EOYFMV$153,022TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$82,445UnrestrictedBOYAmt
Unrestricted EOY$153,022UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$82,445TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$153,022TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$82,445TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$153,022TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$82,445TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$70,577ExcessRevenueOverExpensesAmt
Subtotal$153,022SubtotalAmt
Tot Net Ast Or Fund Balances EOY$153,022TotNetAstOrFundBalancesEOYAmt

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
1000 COCA COLA COP2001-01-012014-12-11$41,561$41,530$31$31
1000 JOHNSON AND JOHNSONP2001-01-012014-12-11$106,499$100,095$6,404$6,404
FieldValueIRS element (for citing)
Capital Gain Net Income$6,435CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$156InvestmentIncomeExciseTaxAmt
Subtotal$156SubtotalAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Tax Due$156TaxDueAmt

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$117,734AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$117,734TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$117,734AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,766CashDeemedCharitableAmt
Net Vl Noncharitable Assets$115,968NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,798MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,798MinimumInvestmentReturnAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Total Tax$156TotalTaxAmt
Distributable Before Adj$5,642DistributableBeforeAdjAmt
Distributable Before Ded$5,642DistributableBeforeDedAmt
Distributable As Adjusted$5,642DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,500ExpensesAndContributionsAmt
Qualifying Distributions$31,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$31,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,642DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$23,975ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,812ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,248ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$23,615ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,889ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$115,539TotalExcessDistributionCyovAmt
Qualifying Distributions$31,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,642AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,858RemainingDistriFromCorpusAmt
Total Corpus$141,397TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$23,975ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$117,422ExcessDistriCyovToNextYrAmt
Excess From Year4$18,812ExcessFromYear4Amt
Excess From Year3$26,248ExcessFromYear3Amt
Excess From Year2$23,615ExcessFromYear2Amt
Excess From Year1$22,889ExcessFromYear1Amt
Excess From Current Year$25,858ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 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
TEDDY BEAR CANCER FOUNDATION
133 DE LA GUERRASANTA BARBARACA93101NONENOT A FDNCHARITABLE$10,000
STORYTELLER CHILDREN'S CENTER
2115 STATE STSANTA BARBARACA93105NONENOT A FDNCHARITABLE$1,000
THE THACHER SCHOOL ANNUAL FUND
5025 THACHER ROADOJAICA93023NONENOT A FDNCHARITABLE$15,000
SANTA BARBARA FOUNDATION
1111 CHAPALA STREET STE 200SANTA BARBARACA93101NONENOT A FDNCHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,387ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,435ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,822ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,822TotalIncomeProducingActyAmt

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$94,890TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1000 SHARES OF COCA COLA500 SHARES OF JOHNSON & JOHNSONNoncashPropertyDesc
Fair Market Value$94,890FairMarketValueAmt
Received2014-12-11ReceivedDt

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
ATTORNEY GENERAL -CA RRF-1 FILING FEE$25
UBS ANNUAL FEE$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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

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