Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
WILLIAM BOSS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5858 CENTERVILLE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST PAUL, MN551276804
A Employer identification number

41-6038452
B Telephone number (see instructions)

(651) 653-0599
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$10,473,047J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 110,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 231 231  
4 Dividends and interest from securities... 231,275 231,275  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 396,697
b Gross sales price for all assets on line 6a 1,295,193
7 Capital gain net income (from Part IV, line 2)... 396,697
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 738,203 628,203 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,950 0 0 1,950
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
68,881 68,881 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
19,472 625 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
241 42 0 199
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,544 69,548 0 2,149
25 Contributions, gifts, grants paid....... 509,000 509,000
26 Total expenses and disbursements. Add lines 24 and 25 599,544 69,548 0 511,149
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 138,659
b Net investment income (if negative, enter -0-) 558,655
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 147,980 155,275 155,275
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,121,778 Click to see attachment
List of Attached Documents:
// Content
4,196,740 		8,474,393
c Investments—corporate bonds (attach schedule)....... 1,803,305 Click to see attachment
List of Attached Documents:
// Content
1,849,638 		1,843,379
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,073,063 6,201,653 10,473,047
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,705,096 1,695,027
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,367,967 4,506,626
29 Total net assets or fund balances (see instructions)..... 6,073,063 6,201,653
30 Total liabilities and net assets/fund balances (see instructions). 6,073,063 6,201,653
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,073,063
2
Enter amount from Part I, line 27a .....................
2
138,659
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,211,722
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,069
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,201,653
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,295,193   898,496 396,697
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       396,697
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 396,697
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,765
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,765
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,765
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,880
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,880
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,115
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,115 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDANIEL MCKEOWN Telephone no.right arrow (651) 653-0599

Located atright arrow5858 CENTERVILLE ROADST PAULMN ZIP+4right arrow551276804
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HEIDI MCKEOWN CHAIR
0.00 		0 0 0
5858 CENTERVILLE ROAD
ST PAUL,MN551276804
DAN MCKEOWN PRESIDENT
0.00 		0 0 0
5858 CENTERVILLE ROAD
ST PAUL,MN551276804
DESMOND MCKEOWN TREASURER
0.00 		0 0 0
5858 CENTERVILLE ROAD
ST PAUL,MN551276804
ISABELLA O'BRANSKI SECRETARY
0.00 		0 0 0
5858 CENTERVILLE ROAD
ST PAUL,MN551276804
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,431,107
b
Average of monthly cash balances.......................
1b
219,971
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,651,078
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
10,651,078
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
159,766
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,491,312
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
524,566
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
524,566
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,765
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,765
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
516,801
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
516,801
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
516,801
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
511,149
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
511,149
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 516,801
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 45,651
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 511,149
a Applied to 2023, but not more than line 2a 45,651
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 465,498
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		51,303
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DAN MCKEOWN
5858 CENTERVILLE ROAD
ST PAUL,MN55127
(651) 653-0599
bThe form in which applications should be submitted and information and materials they should include:
THE BOSS FOUNDATION ENCOURAGES USE OF THE MINNESOTA COMMON GRANT APPLICATION FORM DEVELOPED BY THE MINNESOTA COUNCIL ON FOUNDATIONS. ORGANIZATIONS NOT IN MINNESOTA MAY ALSO USE THIS FORM. THE FORM AND OTHER USEFUL INFORMATION IS AVAILABLE ONLINE AT THE MINNESOTA COUNCIL ON FOUNDATIONS' WEBSITE, WWW.MCF.ORG. IF YOU USE THE COMMON GRANT APPLICATION FORM, BE SURE TO INCLUDE THE INFORMATION LISTED BELOW. IF YOU DO NOT USE THE COMMON GRANT APPLICATION FORM, YOUR PROPOSAL MUST BE IN THE FORM SET FORTH BELOW: THE PROPOSAL SHALL CONSIST OF FIVE PAGES. PAGE 1: A ONE-PAGE LETTER ADDRESSED TO THE PRESIDENT FROM YOUR PRESIDENT OR OTHER PERSON AUTHORIZED BY YOUR ORGANIZATION TO SOLICIT CONTRIBUTIONS. IN THIS LETTER, STATE: (A) THE DOLLAR AMOUNT OF YOUR REQUEST (B) THE PURPOSE FOR WHICH THE FUNDS WILL BE USED AND (C) ANY SPECIAL TIME CONSTRAINTS ON THE RECEIPT OF CONTRIBUTIONS. PAGE 2: EVIDENCE FROM THE IRS OF YOUR CURRENT 501(C)(3) STATUS. PAGE 3-5: ANY ADDITIONAL SUPPORTING DOCUMENTATION.
cAny submission deadlines:
PROPOSALS MAY BE SUBMITTED AT ANY TIME
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE BOSS FOUNDATION IS A PRIVATE FOUNDATION, WHICH DISTRIBUTES THE INCOME FROM ITS INVESTMENTS EACH FISCAL YEAR. THE GRANTS ARE DISTRIBUTED TO QUALIFIED 501(C)(3) ORGANIZATIONS FURTHERING OR ENGAGED IN THE PERFORMING AND FINE ARTS. THE FISCAL YEAR OF THE FOUNDATION ENDS ON JUNE 30TH OF EACH YEAR. IF YOU HAVE ANY QUESTIONS REGARDING THESE GUIDELINES OR THE PREPARATION OF YOUR PROPOSAL, PLEASE CONTACT DANIEL W. MCKEOWN AT 5858 CENTERVILLE ROAD, ST. PAUL, MINNESOTA 55127-6804. A COPY OF OUR LATEST ANNUAL REPORT IS AVAILABLE FOR INSPECTION IN OUR OFFICE DURING NORMAL BUSINESS HOURS.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ARTREACH ST CROIX

224 N 4TH STREET
STILLWATER,MN55082 		NONE 501(C)(3) GENERAL OPERATING FUND 2,000

BACH SOCIETY OF MINNESOTA

275 4TH ST E 280
ST PAUL,MN55101 		NONE 501(C)(3) GENERAL OPERATING FUND 6,000

BALLET CO-LABORATORY

276 E LAFAYETTE FRONTAGE RD
ST PAUL,MN55107 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

BIG BROTHERS & BIG SISTERS OF TWIN CITIES

2550 UNIVERSITY AVE NO 410N
ST PAUL,MN55114 		NONE 501(C)(3) GENERAL OPERATING FUND 6,000

BOLDER OPTIONS

2100 STEVENS AVENUE SOUTH
MINNEAPOLIS,MN55404 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

BREANNA'S GIFT

4046 23RD AVENUE SOUTH
MINNEAPOLIS,MN55407 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

CANTUS

1201 S MARQUETTE AVE STE 100
MINNEAPOLIS,MN55403 		NONE 501(C)(3) GENERAL OPERATING FUND 8,500

CHILDREN'S HOME SOCIETY OF MINNESOTA

1605 EUSTIS STREET
ST PAUL,MN55108 		NONE 501(C)(3) GENERAL OPERATING FUND 7,500

CHILDREN'S THEATRE COMPANY

2400 3RD AVENUE SOUTH
MINNEAPOLIS,MN55404 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

COMMUNITY OF SAINTS

335 HURLEY ST E
WEST ST PAUL,MN55118 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

COMO FRIENDS

1225 ESTABROOK DRIVE
ST PAUL,MN55103 		NONE 501(C)(3) GENERAL OPERATING FUND 7,500

COMPAS INC

450 SYNDICATE NORTH STREET 325
ST PAUL,MN55104 		NONE 501(C)(3) GENERAL OPERATING FUND 18,000

EAST SIDE ARTS COUNCIL

977 PAYNE AVENUE
ST PAUL,MN55130 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

FAMILY MEANS

1875 NORTHWESTERN AVE S
STILLWATER,MN55082 		NONE 501(C)(3) GENERAL OPERATING FUND 12,000

FRIENDS OF THE ST PAUL PUBLIC LIBRARY

1080 MONTREAL AVE STE 2
ST PAUL,MN55116 		NONE 501(C)(3) GENERAL OPERATING FUND 8,500

GREATER TWIN CITIES YOUTH SYMPHONIES

408 SAINT PETER STREET SUITE 300
ST PAUL,MN55102 		NONE 501(C)(3) GENERAL OPERATING FUND 9,500

GUTHRIE THEATRE FOUNDATION

818 SOUTH 2ND STREET
MINNEAPOLIS,MN55415 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

HOPE ACADEMY INC

2300 CHICAGO AVENUE S
MINNEAPOLIS,MN55404 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

HOT SUMMER JAZZ FESTIVAL

287 6TH STREET E 390
ST PAUL,MN55101 		NONE 501(C)(3) GENERAL OPERATING FUND 7,000

JUNIOR ACHIEVEMENT NORTH

PO BOX 120478
ST PAUL,MN55112 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

KEYSTONE COMMUNITY SERVICES

2000 SAINT ANTHONY AVE
ST PAUL,MN551045199 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

LAKESHORE PLAYERS INC

4941 LONG AVENUE
WHITE BEAR LAKE,MN55110 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

LANDMARK CENTER

404 LANDMARK CENTER 75 W 5TH ST
ST PAUL,MN55102 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

MACPHAIL CENTER FOR MUSIC

501 S 2ND ST
MINNEAPOLIS,MN55401 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

MERRICK INC

3210 LABORE ROAD
VADNAIS HEIGHTS,MN55110 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

MERRILL ARTS CENTER

380 RIVERTOWN DRIVE 200
WOODBURY,MN55125 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

MIDWAY CONTEMPORARY ART

527 SECOND AVENUE SOUTHEAST
MINNEAPOLIS,MN55414 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

MIDWEST SPECIAL SERVICES INC (DBA MSS)

900 OCEAN STREET
ST PAUL,MN55106 		NONE 501(C)(3) GENERAL OPERATING FUND 7,500

MINNEAPOLIS INSTITUTE OF ARTS

2400 3RD AVENUE SOUTH
MINNEAPOLIS,MN55404 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

MINNESOTA BOYS CHOIR

75 5TH STREET WEST
ST PAUL,MN55102 		NONE 501(C)(3) GENERAL OPERATING FUND 4,000

MINNESOTA CENTER FOR BOOK ARTS

1011 WASHINGTON AVE S STE 100
MINNEAPOLIS,MN55415 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

MINNESOTA CHILDREN'S MUSEUM

10 7TH STREET WEST
ST PAUL,MN55102 		NONE 501(C)(3) GENERAL OPERATING FUND 8,000

MINNESOTA CHORALE

1200 MARQUETTE AVE STE 100
MINNEAPOLIS,MN55403 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

MINNESOTA FRINGE FESTIVAL

79 13TH AVE NE SUITE 112
MINNEAPOLIS,MN55413 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

MINNESOTA HISTORICAL SOCIETY

345 KELLOGG BOULEVARD WEST
ST PAUL,MN551021906 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

MINNESOTA LANDSCAPE ARBORETUM FOUNDATION

3675 ARBORETUM DRIVE
CHASKA,MN55318 		NONE 501(C)(3) GENERAL OPERATING FUND 6,000

MINNESOTA OPERA COMPANY

620 NORTH FIRST STREET
MINNEAPOLIS,MN55401 		NONE 501(C)(3) GENERAL OPERATING FUND 18,000

MINNESOTA ORCHESTRA

1111 NICOLLET MALL
MINNEAPOLIS,MN55403 		NONE 501(C)(3) GENERAL OPERATING FUND 8,000

MINNESOTA PRIVATE COLLEGE FUND

445 MINNESOTA ST STE 500
ST PAUL,MN55101 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

MINNESOTA PUBLIC RADIO

45 7TH STREET EAST
ST PAUL,MN55101 		NONE 501(C)(3) GENERAL OPERATING FUND 8,000

NEIGHBORHOOD HOUSE

179 ROBIE STREET EAST
ST PAUL,MN55107 		NONE 501(C)(3) GENERAL OPERATING FUND 15,000

ONE VOICE MIXED CHORUS

732 HOLLY AVE SUITE Q
ST PAUL,MN55104 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

OPEN BOOK

1011 WASHINGTON AVENUE SOUTH STE 2
MINNEAPOLIS,MN55415 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

ORDWAY CENTER FOR THE PERFORMING ARTS

345 WASHINGTON STREET
ST PAUL,MN55102 		NONE 501(C)(3) GENERAL OPERATING FUND 12,500

PARK PRESS INC

PO BOX 8126
ST PAUL,MN55108 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

PARK SQUARE THEATRE COMPANY

408 SAINT PETER STREET SUITE 110
ST PAUL,MN55102 		NONE 501(C)(3) GENERAL OPERATING FUND 15,000

PEOPLE INCORPORATED

3000 AMES CROSSING ROAD 600
EAGAN,MN55121 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

PLAYWRIGHTS CENTER INC

2301 FRANKLIN AVENUE EAST
MINNEAPOLIS,MN55406 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

RAMSEY COUNTY HISTORICAL SOCIETY

323 LANDMARK CENTER
ST PAUL,MN55102 		NONE 501(C)(3) GENERAL OPERATING FUND 6,000

SAINT PAUL CHAMBER ORCHESTRA SOCIETY

408 ST PETER STREET 3RD FLOOR HAMM
ST PAUL,MN55102 		NONE 501(C)(3) GENERAL OPERATING FUND 12,500

SAINT PAUL PARKS CONSERVANCY

410 ROBERT ST N STE 150
ST PAUL,MN55101 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

ST DAVID'S CENTER FOR CHILD & FAMILY DEVELOPMENT

3395 PLYMOUTH ROAD
MINNETONKA,MN55305 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

ST PAUL CONSERVATORY OF MUSIC

26 EXCHANGE STREET EAST
ST PAUL,MN55101 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

TEXTILE CENTER OF MINNESOTA

3000 UNIVERSITY AVENUE SOUTHEAST
MINNEAPOLIS,MN55414 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

THE ARTS PARTNERSHIP

345 WASHINGTON STREET
ST PAUL,MN55102 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

THE BAKKEN

3537 ZENITH AVE S
MINNEAPOLIS,MN554164623 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

THE CEDAR CULTURAL CENTER INC

416 CEDAR AVE S
MINNEAPOLIS,MN55454 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

THE CENTER FOR IRISH MUSIC

836 PRIOR AVENUE NORTH
ST PAUL,MN55104 		NONE 501(C)(3) GENERAL OPERATING FUND 3,000

THE HISTORY THEATRE INC

30 EAST 10TH STREET
ST PAUL,MN55101 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

THE JUNGLE THEATER

2951 LYNDALE AVENUE SOUTH
MINNEAPOLIS,MN55408 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

THE LOFT LITERARY CENTER

1011 WASHINGTON AVE S STE 200
MINNEAPOLIS,MN55415 		NONE 501(C)(3) GENERAL OPERATING FUND 10,000

THE SCHUBERT CLUB

75 W 5TH STREET
ST PAUL,MN55102 		NONE 501(C)(3) GENERAL OPERATING FUND 7,500

THOMAS IRVINE DODGE NATURE CENTER

365 MARIE AVE W
ST PAUL,MN55118 		NONE 501(C)(3) GENERAL OPERATING FUND 7,500

TICKETS FOR KIDS FOUNDATION

700 BLAW AVE NO 105
PITTSBURGH,PA15238 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

TWIN CITIES PUBLIC TELEVISION INC

172 E 4TH STREET
ST PAUL,MN551011400 		NONE 501(C)(3) GENERAL OPERATING FUND 8,000

WALKER ART CENTER INC

725 VINELAND PLACE
MINNEAPOLIS,MN55403 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

WALLIN EDUCATIONAL PARTNERS

451 LEXINGTON PARKWAY N 100
ST PAUL,MN55104 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000

WOMENS VENTURE

165 WESTERN AVENUE N STE 8 OFFICE
100
ST PAUL,MN55102 		NONE 501(C)(3) GENERAL OPERATING FUND 5,000
Total .................................right arrow 3a 509,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 231  
4 Dividends and interest from securities ....     14 231,275  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 396,697  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 628,203 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
628,203
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WILLIAM BOSS FOUNDATION
 
Employer identification number

41-6038452
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WILLIAM BOSS FOUNDATION
  		Employer identification number
41-6038452
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SPECIALTY MFG CO
 
5858 CENTERVILLE ROAD
 
ST PAUL, MN55127

$ 110,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WILLIAM BOSS FOUNDATION
  		Employer identification number

41-6038452
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WILLIAM BOSS FOUNDATION
  		Employer identification number

41-6038452
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
WILLIAM BOSS FOUNDATION
EIN:
41-6038452
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES - OLSEN THIELEN 1,950 0 0 1,950

TY 2024 InvestmentsCorpBondsSchedule
Name:
WILLIAM BOSS FOUNDATION
EIN:
41-6038452
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN HONDA FIN CORP 100,953 101,282
AT&T INC 99,980 100,198
CABOT CORP 101,826 97,566
COMCAST CORP NEW 100,435 97,277
ELEVANCE HEALTH INC 98,300 101,043
EVERSOURCE ENERGY 97,700 99,992
GATX CORP 98,642 98,968
GILEAD SCIENCES INC 50,000 49,748
HARRIS CORP DEL 100,613 97,843
KEURIG DR PEPPER INC 101,093 100,794
LOWE'S COS INC 100,196 102,071
MOODYS CORP 98,450 101,045
MORGAN STANLEY 100,013 99,607
NATIONAL RURAL UTILS COOP 102,579 100,691
NEXTERA ENERGY CAPITAL HOLDINGS INC 98,255 101,177
NUCOR CORP 100,277 100,311
OLD REP INTL CORP 100,166 99,230
QUEST DIAGNOSTICS INC 101,095 93,048
REPUBLIC SERVICES INC 99,065 101,488

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM BOSS FOUNDATION
EIN:
41-6038452
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 109,323 340,025
ALLIANT ENERGY CORPORATION 165,299 191,085
ALPHABET INC 142,525 390,258
AMAZON.COM INC 31,854 32,908
AMERICAN EXPRESS COMPANY 35,956 135,566
AUTOMATIC DATA PROCESSING INC 73,313 100,230
BIO TECHNE CORP 170,588 126,053
C H ROBINSON WORLDWIDE INC 93,736 105,545
CHARLES SCHWAB CORP NEW 53,195 164,232
CINTAS CORP 75,382 147,094
DONALDSON CO INC 28,058 41,610
ECOLAB INC 133,175 274,829
ELI LILLY & CO 27,084 265,040
ENTEGRIS INC 130,025 101,619
FASTENAL CO 48,267 168,000
FISERV INC 167,613 288,787
GRACO INC 16,010 490,029
H B FULLER & CO 20,866 136,841
HOME DEPOT INC 98,034 183,320
HONEYWELL INTL INC 35,839 337,676
HORMEL FOODS CORP 18,175 102,850
JOHNSON & JOHNSON 97,138 192,465
JPMORGAN CHASE & CO 11,446 181,194
LITTELFUSE INC 190,943 209,725
MICROSOFT CORP 155,426 323,316
MOTOROLA SOLUTIONS INC 103,255 273,299
NVENT ELECTRIC PLC 10,854 161,150
NVIDIA CORP 83,608 552,965
POLARIS INC 42,270 14,228
PRINCIPAL FINANCIAL GROUP INC 18,290 39,715
PROCTER & GAMBLE CO 55,365 63,728
QUALCOMM INC 97,255 119,445
ROCHE HOLDING LTD 89,845 121,734
ROCKWELL AUTOMATION INC 109,390 149,477
SALESFORCE INC 87,456 122,710
SHERWIN WILLIAMS CO 52,263 49,787
SYSCO CORP 114,834 125,350
TARGET CORP 66,335 64,912
TENNANT CO 64,885 71,669
TEXAS INSTRUMENTS INCORPORATED 69,520 87,200
TORO CO 53,547 176,700
ULTA BEAUTY INC 39,249 37,426
UNITEDHEALTH GROUP INC 284,382 241,777
US BANCORP DEL 65,342 86,654
VERIZON COMMUNICATIONS 130,132 140,627
VISA INC 177,170 266,287
WALT DISNEY CO 137,151 167,414
WELLS FARGO & CO 98,863 294,441
WORKIVA INC 16,209 15,401

TY 2024 OtherDecreasesSchedule
Name:
WILLIAM BOSS FOUNDATION
EIN:
41-6038452
Description Amount
PRIOR YEAR BASIS ADJUSTMENT 10,069


TY 2024 OtherExpensesSchedule
Name:
WILLIAM BOSS FOUNDATION
EIN:
41-6038452
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 42 42 0 0
MN STATE FILING FEE 25 0 0 25
STATIONARY & PRINTING 174 0 0 174


TY 2024 OtherProfessionalFeesSchedule
Name:
WILLIAM BOSS FOUNDATION
EIN:
41-6038452
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 25,261 25,261 0 0
MAIRS & POWERS 43,620 43,620 0 0


TY 2024 TaxesSchedule
Name:
WILLIAM BOSS FOUNDATION
EIN:
41-6038452
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 625 625 0 0
FEDERAL TAXES 18,847 0 0 0