BOESCHEN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BOESCHEN FAMILY FOUNDATION (EIN 91-1913189)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-29
- IRS object ID
- 202611199349101106
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-29T12:38:00-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352349969 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK F FETZER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE C | AddressLine1Txt |
| City | ST HELENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94574 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911913189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOESCHEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOES | BusinessNameControlTxt |
| Phone | 7079689204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1213 TALL GRASS COURT | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANN BOESCHEN | PersonNm |
| Person Title | VP - TREASURER | PersonTitleTxt |
| Phone | 7079689204 | PhoneNum |
| Signature | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK F FETZER | PreparerPersonNm |
| PTIN | P00360897 | PTIN |
| Phone | 7079679691 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,953,461 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $72,383 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,383 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,418 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,418 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $227,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,193,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $227,251 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $387,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $387,052 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $560 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,675 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,578 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,494,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,494,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,523,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,494,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,136,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,799 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $971,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $328,620 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $328,620 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,534,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,130,961 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,509,071 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,331,731 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,025,225 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,115,770 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,836,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,484,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,953,461 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $241,110 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $241,110 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,595,761 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,484,806 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,595,761 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,484,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,836,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,484,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,595,761 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,136,721 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,999 | OtherIncreasesAmt |
| Subtotal | $4,485,039 | SubtotalAmt |
| Other Decreases | $233 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,484,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1238 ARK INNOVATION ETF | P | 2022-02-03 | 2025-06-24 | $86,809 | $96,131 | -$9,322 | -$9,322 |
| 7348 DIMENSN US COR EQ2 | P | 2023-12-20 | 2025-09-17 | $282,752 | $224,420 | $58,332 | $58,332 |
| 336 STARBUCKS CORP | P | 2018-02-08 | 2025-01-31 | $36,187 | $18,260 | $17,927 | $17,927 |
| 300000 UST NOTE | P | 2021-10-28 | 2025-01-31 | $300,000 | $300,000 | $0 | $0 |
| 43 UNITEDHEALTH GROUP INC | P | 2023-03-03 | 2025-05-19 | $13,445 | $20,438 | -$6,993 | -$6,993 |
| 1708 VNGRD FTSE DEV MKTS ETF | P | 2024-02-26 | 2025-05-12 | $91,854 | $82,227 | $9,627 | $9,627 |
| 140 VNGRD S&P 500 ETF | P | 2024-03-26 | 2025-05-02 | $72,962 | $66,001 | $6,961 | $6,961 |
| 178 VNGRD S&P 500 ETF | P | 2023-11-20 | 2025-06-24 | $99,657 | $72,303 | $27,354 | $27,354 |
| 260 VNGRD S&P 500 ETF | P | 2020-02-26 | 2025-08-05 | $150,378 | $73,479 | $76,899 | $76,899 |
| WALMART INC | P | 2017-02-02 | 2025-06-24 | $59,406 | $13,357 | $46,049 | $46,049 |
| CAPITAL GAINS DIVIDENDS | P | $417 | $417 | $417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $227,251 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,963 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DANIEL A BOESCHEN | IndividualWithBooksNm |
| Phone | 7079689204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3242 SILVERADO TRAIL N | AddressLine1Txt |
| City | ST HELENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94574 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN W BOESCHEN | ||||||||
| 1213 TALL GRASS COURT | NAPA | CA | 94558 | PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| DANIEL A BOESCHEN | ||||||||
| 1213 TALL GRASS COURT | NAPA | CA | 94558 | VP - TRESURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,648,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $736,753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,384,977 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,384,977 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,775 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,289,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $314,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $314,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,043 | TotalTaxAmt |
| Distributable Before Adj | $309,417 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $309,417 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $309,417 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,494,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,494,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $309,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,596 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $259,285 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,786 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $225,928 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $324,539 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $987,134 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,494,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $309,417 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,184,583 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,171,717 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $50,596 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,121,121 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $259,285 | ExcessFromYear4Amt |
| Excess From Year3 | $126,786 | ExcessFromYear3Amt |
| Excess From Year2 | $225,928 | ExcessFromYear2Amt |
| Excess From Year1 | $324,539 | ExcessFromYear1Amt |
| Excess From Current Year | $1,184,583 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANY OFFICER - BOESCHEN FAMILY FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1213 TALL GRASS COURT | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7079689204 | RecipientPhoneNum |
| Form And Info And Materials | LETTER CONTAINING THE PURPOSE, HISTORY, AMOUNT REQUESTED, TIMING, LONG TERM PLANS, WAY IN WHICH THE GRANT WILL HELP BENEFICIARIES HELP THEMSELVES OR ELIMINATE THE CAUSE OF THE PROBLEM SITUATION, PERCENT OF THE ORGANIZATIONS FUNDS GOING DIRECTLY TOWARD THE EXEMPT PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO. | SubmissionDeadlinesTxt |
| Restrictions On Awards | KING COUNTY, WA; DESCHUTES COUNTY, OR; NAPA COUNTY, CA; FOCUS ON CHILDREN, FAMILIES, EDUCATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF ST HELENA & CALISTOGA | |||||||
| 1420 TAINTER STREET | ST HELENA | CA | 94574 | NONE | NC | EDUCATION | $10,000 |
| CAMEO CINEMA FOUNDATION | |||||||
| 1340 MAIN STREET | ST HELENA | CA | 94574 | NONE | NC | COMMUNITY SERVICE | $15,000 |
| CIRCLE OF FRIENDS | |||||||
| 353 W HOOD ST | SISTERS | OR | 97759 | NONE | NC | COMMUNITY SERVICE | $175,000 |
| DESCHUTES LAND TRUST | |||||||
| 210 NW IRVING AVENUE SUITE 102 | BEND | OR | 97701 | NONE | NC | ENVIRONMENTAL | $2,500 |
| EYE SURGEONS INTERNATIONAL | |||||||
| 800 TRANCAS ST STE A | NAPA | CA | 94558 | NONE | NC | HEALTH CARE | $600,000 |
| FRIENDS OF THE CHILDREN | |||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | NONE | NC | COMMUNITY SERVICE | $2,500 |
| NAPA VALLEY COMMUNITY FOUNDATION | |||||||
| 3299 CLAREMONT WAY STE 4 | NAPA | CA | 94558 | NONE | NC | COMMUNITY SERVICE | $225,000 |
| OLE HEALTH | |||||||
| 1141 PEAR TREE LANE SUITE 260 | NAPA | CA | 94558 | NONE | NC | HEALTH CARE | $15,000 |
| RIANDA HOUSE | |||||||
| 1475 MAIN STREET | ST HELENA | CA | 94574 | NONE | NC | COMMUNITY SERVICE | $65,000 |
| UPVALLEY FAMILY CENTERS | |||||||
| 1440 SPRING STREET | ST HELENA | CA | 94574 | NONE | NC | SOCIAL SERVICES | $100,000 |
| WORLD CENTAL KITCHEN - UKRAINE | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | NC | HUMANITARIAN CAUSES | $100,000 |
| AMERICAN FIELD SERVICE | |||||||
| 5 HANOVER SQUARE SUITE 200 | NEW YORK | NY | 10004 | NONE | NC | INTERCULTURAL EXCHANGES | $2,000 |
| FAMILY ACCESS NETWORK (FAN FOUNDATION) | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | NONE | NC | COMMUNITY SERVICE | $25,000 |
| PRESCHOOL FOR ALL | |||||||
| 465 MAIN STREET | ST HELENA | CA | 94574 | NONE | NC | COMMUNITY SERVICE | $2,000 |
| SISTERS FOLK FESTIVAL | |||||||
| 204 W ADAMS AVE | SISTERS | OR | 97759 | NONE | NC | MUSIC & ART EDUCATION | $153,000 |
| SISTERS HABITAT FOR HUMANITY | |||||||
| PO BOX 238 | SISTERS | OR | 97759 | NONE | NC | SOCIAL SERVICE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,494,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST HELENA PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 2305 | ST HELENA | CA | 94574 | NONE | NC | EDUCATION | $1 |
| STANFORD UNIVERSITY | |||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | NONE | NC | EDUCATION | $1 |
| BRANNON CENTER | |||||||
| 1407 THIRD STREET | CALISTOGA | CA | 94515 | NONE | NC | COMMUNITY SERVICE | $1 |
| FRIENDS OF SANTIAM PASS SKI LODGE | |||||||
| PO BOX 1135 | SISTERS | OR | 97759 | NONE | NC | ENVIRONMENTAL | $1 |
| NAPA COUNTY LAND TRUST | |||||||
| 1040 MAIN ST SUITE 203 | NAPA | CA | 94559 | NONE | NC | ENVIRONMENTAL | $1 |
| NAPA VALLEY NEWS GROUP (HIGHWAY 29 MEDIA) | |||||||
| 1887 MULBERRY ST | YOUNTVILLE | CA | 94599 | NONE | NC | COMMUNITY SERVICE | $1 |
| NIMBUS ARTS | |||||||
| 649 MAIN STREET | ST HELENA | CA | 94574 | NONE | NC | EDUCATION | $1 |
| UNITED WAY OF CENTRAL OREGON | |||||||
| 1130 NW HARRIMAN ST | BEND | OR | 97703 | NONE | NC | COMMUNITY SERVICE | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,383 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,418 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $227,251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $387,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,052 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,710 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE FIXED INCOME INSTRUMENTS | BondNm |
| EOY Book Value | $2,025,225 | EOYBookValueAmt |
| EOYFMV | $2,115,770 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,130,961 | EOYBookValueAmt |
| EOYFMV | $3,509,071 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $560 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRINCIPAL PAYMENTS & OTHER ADJUSTMENTS | Desc |
| Amt | $233 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WA STATE REGISTRATION | $175 | $0 | $0 | $0 |
| CA. ATTORNEY GENERAL | $75 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX OVERPAYMENT 2024 | Desc |
| Amt | $25,999 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $22,675 | Amt |
| Net Investment Income | $22,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,578 | Amt |
| Net Investment Income | $1,578 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |