BOYD FAMILY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BOYD FAMILY FOUNDATION INC (EIN 20-5804040)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-06-05
IRS object ID
201331569349100118
Schema version
2012v2.1
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)
Timestamp2013-06-05T17:52:56-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN942147510EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GALLINA LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1925 HIGHLAND POINTE DR SUITE 450AddressLine1
CityROSEVILLECity
StateCAState
ZIP Code956785423ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205804040EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE BOYD FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOYDNameControl
Phone9166524593Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1935 MESA GRANDE DRIVEAddressLine1
CityPALM DESERTCity
StateCAState
ZIP Code92211ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN BOYDName
TitleDIRECTORTitle
Phone9166524593Phone
Date Signed2013-06-03DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRUCE W STEPHENSONName
PTINP00235209PTIN
Phone9167847800Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY155262FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss8241DividendsRevAndExpnss
Dividends Net Invst Incm8241DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss1606NetGainSaleAssetsRevAndExpnss
Gross Sales Price9087GrossSalesPrice
Capital Gain Net Incm Net Invst Incm1606CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses9847TotalRevenueAndExpenses
Total Net Investment Income9847TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss4300AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss502OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm502OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss10OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss4812TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm502TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss19000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps19000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss23812TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm502TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps19000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-13965ExcessOfRevenueOverExpenses
Net Investment Income9345NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY11835CashBOY
Accounts Receivable336AccountsReceivable
Accounts Receivable BOY375AccountsReceivableBOY
Accounts Receivable EOY336AccountsReceivableEOY
Accounts Receivable EOYFMV336AccountsReceivableEOYFMV
Investments Corp Stock BOY464434InvestmentsCorpStockBOY
Investments Corp Stock EOY464729InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV154926InvestmentsCorpStockEOYFMV
Total Assets BOY476644TotalAssetsBOY
Total Assets EOY465065TotalAssetsEOY
Total Assets EOYFMV155262TotalAssetsEOYFMV
Accounts Payable EOY2386AccountsPayableEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY2386TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY476644RetainedEarningsBOY
Retained Earnings EOY462679RetainedEarningsEOY
Total Net Assets BOY476644TotalNetAssetsBOY
Total Net Assets EOY462679TotalNetAssetsEOY
Total Liabilities Net Assets BOY476644TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY465065TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY476644TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-13965ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal462679Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY462679TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetSALE OF 145 SH. GENUINE PARTS CODescriptionOfAsset
Gross Sales Price9087GrossSalesPrice
Cost Or Other Basis7481CostOrOtherBasis
Gain Or Loss1606GainOrLoss
Gains Minus Excess Or Losses1606GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income1606CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year116781QualifyingDistributionsYear1
Noncharitable Assets Year1164583NoncharitableAssetsYear1
Distribution Ratio Year10.101961DistributionRatioYear1
Qualifying Distributions Year27000QualifyingDistributionsYear2
Noncharitable Assets Year2162759NoncharitableAssetsYear2
Distribution Ratio Year20.043008DistributionRatioYear2
Qualifying Distributions Year34993QualifyingDistributionsYear3
Noncharitable Assets Year3167811NoncharitableAssetsYear3
Distribution Ratio Year30.029754DistributionRatioYear3
Qualifying Distributions Year44000QualifyingDistributionsYear4
Noncharitable Assets Year4252910NoncharitableAssetsYear4
Distribution Ratio Year40.015816DistributionRatioYear4
Qualifying Distributions Year524927QualifyingDistributionsYear5
Noncharitable Assets Year5400729NoncharitableAssetsYear5
Distribution Ratio Year50.062204DistributionRatioYear5
Total Distribution Ratio0.252743TotalDistributionRatio
Average Distribution Ratio0.050549AverageDistributionRatio
Net Noncharitable Assets169441NetNoncharitableAssets
Adjusted Noncharitable Assets8565AdjustedNoncharitableAssets
One Percent Net Investment Income93OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One8658AdjNonchrtblAssetsAndOnePct
Qualifying Distributions19000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax93InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal93Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income93TaxBasedOnInvestmentIncome
Tax Paid With Extension93TaxPaidWithExtension
Total Credits And Payments93TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9166524593BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1935 MESA GRANDE DRIVEAddressLine1
CityPALM DESERTCity
StateCAState
ZIP Code92211ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOHN A BOYD
935 MESA GRANDE DRIVEPALM DESERTCA92211PRESIDENT0.00000
DONNA S BOYD
935 MESA GRANDE DRIVEPALM DESERTCA92211VICE-PRESIDENT0.00000
DONNA S BOYD
935 MESA GRANDE DRIVEPALM DESERTCA92211SECRETARY0.00000
DONNA S BOYD
935 MESA GRANDE DRIVEPALM DESERTCA92211CHIEF FINANCIAL OFFICER0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities163357AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances8664AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets172021TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets172021AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2580CashDeemedCharitable
Net Noncharitable Assets169441NetNoncharitableAssets
Minimum Investment Return8472MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return8472MinimumInvestmentReturn
Tax Based On Investment Income93TaxBasedOnInvestmentIncome
Total Tax93TotalTax
Distributable Amount Before Adj8379DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded8379DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted8379DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions19000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions19000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm93OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions18907AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted8379DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12009PriorYear1
Total For Prior Years34TotalForPriorYears
Excess Distri Carryover Year1528ExcessDistriCarryoverYear1
Total Excess Distri Carryover528TotalExcessDistriCarryover
Qualifying Distributions19000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years34AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year8379AppliedToCurrentYear
Remaining Distri From Corpus10587RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus11115TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year11115ExcessDistriCyovToNextYear
Excess From Year1528ExcessFromYear1
Excess From Current Year10587ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJOHN A BOYDRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1935 MESA GRANDE DRIVEAddressLine1
CityPALM DESERTCity
StateCAState
ZIP Code92211ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number9166524593RecipientPhoneNumber
Form And Info And MaterialsAMOUNT OF REQUEST, A COPY OF IRS NOTIFICATION OF 501(C)(3) STATUS FOR QUALIFICATION OF CHARITABLE ORGANIZATION.FormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsANY CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSE.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
SANDLOT MINISTRIES
2949 EAST MAIN STREETDANVILLEIN46122NONERELIGIOUS ORGANIZATION SUPPORTING SPORT ACTIVITIES;LISTTOTAL 4638$6,000
SLAVIC MISSIONARY SERVICES INC
PO BOX 307SOUTH RIVERNJ08882NONERELIGIOUS ORGANIZATION SUPPORTING SPORT ACTIVITIES$7,000
YOUTH FOR CHIRST MINISTRIES OF SACRAMENTO
PO BOX 277728SACRAMENTOCA95827NONERELIGIOUS ORGANIZATION SUPPORTING SPORT ACTIVITIES;LISTTOTAL 8600$6,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year19000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$8,241ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$1,606ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$9,847ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA9847TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$4,300Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE BOYD FAMILY FOUNDATION IS MAKING A CORPUS ELECTION UNDER REGULATION SECTION 170(B)(1)(F) FOR THE BENEFIT OF ITS CONTRIBUTORS.Election

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
95,000 SH CHAPEAU INC.33012538
MERRILL LYNCH SECURITIES134604154888

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionFRANCHISE TAX BOARDDescription
Revenue And Expenses Per Books10RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
STOCK BROKER ACCOUNT FEES$1581580
COST OF STOCK SWAP$3443440

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