BOSCIA FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BOSCIA FAMILY FOUNDATION (EIN 20-0614587)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349103599
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T16:23:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 200614587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSCIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOSC | BusinessNameControlTxt |
| Phone | 6106498566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 464 GOLDEN GATE POINT PH 902 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA M FAZZI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6106498566 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK MENARD | PreparerPersonNm |
| PTIN | P01474437 | PTIN |
| Phone | 2155614200 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,265,232 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,060 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,060 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $361,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $361,402 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,017,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,857,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,017,666 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,381,128 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,381,128 | 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 |
| Accounting Fees Rev And Expnss | $5,565 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,783 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,782 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,267 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,782 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $636,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $636,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $650,345 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $639,282 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $730,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,378,332 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $471,830 | CashBOYAmt |
| Cash EOY | $80,227 | CashEOYAmt |
| Cash EOYFMV | $80,227 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $94,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,587 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,587 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $484,375 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $490,840 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,641,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,108,727 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,430,578 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,207,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,936,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,265,232 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $10,207,958 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,936,916 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,207,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,936,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,207,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,936,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,207,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $730,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,938,741 | SubtotalAmt |
| Other Decreases | $1,825 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,936,916 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $362,054 | $362,054 | $362,054 | |||
| 16,800 SHS SOUTHERN CO | P | $1,495,531 | $655,612 | $655,612 | 2017-03-01 | 2025-03-25 | $839,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,017,666 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,320 | 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 | $9,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,839 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 | JON A BOSCIA | IndividualWithBooksNm |
| Phone | 6106498566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 464 GOLDEN GATE POINT PH 902 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JON A BOSCIA | ||||||||
| 464 GOLDEN GATE POINT PH 902 | SARASOTA | FL | 34236 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DONNA L BOSCIA | ||||||||
| 464 GOLDEN GATE POINT PH 902 | SARASOTA | FL | 34236 | VP / ASST. TREASURER | 0.50 | $0 | $0 | $0 |
| NICOLE M BOSCIA | ||||||||
| 464 GOLDEN GATE POINT PH 902 | SARASOTA | FL | 34236 | TREASURER / ASST. SECRETARY | 0.50 | $0 | $0 | $0 |
| BRANDON J BOSCIA | ||||||||
| 464 GOLDEN GATE POINT PH 902 | SARASOTA | FL | 34236 | SECRETARY | 0.50 | $0 | $0 | $0 |
| ANGELA M FAZZI | ||||||||
| 131 ROSE VIEW DRIVE | WEST GROVE | PA | 19390 | ASSISTANT TREASURER | 0.50 | $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 | $15,987,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $664,801 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,651,889 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,651,889 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,402,111 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $820,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $820,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,159 | TotalTaxAmt |
| Distributable Before Adj | $800,947 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $800,947 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $800,947 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $639,282 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $639,282 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $800,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $98,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $98,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $639,282 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $639,282 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $98,960 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $98,960 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $62,705 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JON A BOSCIA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALSAC - ST JUDES HOSPITAL FOUNDATION | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | HUMAN SERVICES | $10,000 |
| BIG BROTHERS BIG SISTERS OF SUN COAST | ||||||
| 1000 S TAMIAMI TRAIL SUITE C | VENICE | FL | 34285 | PC | HUMAN SERVICES | $15,000 |
| BOYS AND GIRLS CLUB OF SARASOTA | ||||||
| 1790 21ST STREET | SARASOTA | FL | 34234 | PC | HUMAN SERVICES | $15,000 |
| CHILD PROTECTION CENTER | ||||||
| 720 SOUTH ORANGE AVENUE | SARASOTA | FL | 34236 | PC | HUMAN SERVICES | $5,000 |
| CHILDREN FIRST | ||||||
| 1723 N ORANGE AVENUE | SARASOTA | FL | 34234 | PC | HUMAN SERVICES | $5,000 |
| CHILDREN OF FALLEN PATRIOTS | ||||||
| 1818 LIBERTY STREET SUITE 500 | RESTON | VA | 20190 | PC | EDUCATION | $10,000 |
| CHILDREN'S HOSPITAL OF COLORADO | ||||||
| P O BOX 5585 | DENVER | CO | 802179839 | PC | HEALTH SERVICES | $10,000 |
| CLARIFI | ||||||
| 1635 MARKET ST 5TH FL | PHILADELPHIA | PA | 19103 | PC | HUMAN SERVICES | $20,000 |
| FOLDS OF HONOR | ||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | PC | EDUCATION | $10,000 |
| FRANKLIN INSTITUTE | ||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | PC | HUMAN SERVICES | $20,000 |
| FRIENDS OF AVALON VOLUNTEER FIRE CO | ||||||
| PO BOX 361 | AVALON | NJ | 08202 | PC | HUMAN SERVICES | $10,000 |
| GESU SCHOOL | ||||||
| 1700 WEST THOMPSON STREET | PHILADELPHIA | PA | 19121 | PC | EDUCATION | $16,000 |
| HELEN DILLER VACATION HOME FOR BLIND CHILDREN | ||||||
| 127 26TH STREET PO BOX 338 | AVALON | NJ | 08202 | PC | HUMAN SERVICES | $10,000 |
| K9S FOR WARRIORS | ||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | PC | HUMAN SERVICES | $25,000 |
| LAUREL HOUSE | ||||||
| 123 SOUTH MAIN STREET | NORTH WALES | PA | 19454 | PC | HUMAN SERVICES | $15,000 |
| LEGACY YOUTH TENNIS & EDUCATION | ||||||
| 4842 RIDGE AVENUE | PHILADELPHIA | PA | 19129 | PC | HUMAN SERVICES | $53,000 |
| MAKE-A-WISH SOUTH FL | ||||||
| 3430 MAGIC OAK LN | SARASOTA | FL | 34232 | PC | HUMAN SERVICES | $5,000 |
| MOTE MARINE | ||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | PC | ARTS & CULTURE | $100,000 |
| NORRISTOWN ZOOLOGICAL SOCIETY | ||||||
| 161 HARDING BLVD | NORRISTOWN | PA | 19401 | PC | HUMAN SERVICES | $5,000 |
| PHILABUNDANCE | ||||||
| 3616 GALLOWAY STREET PO BOX 37555 | PHILADELPHIA | PA | 19148 | PC | HUMAN SERVICES | $50,000 |
| PHILADELPHIA ZOO | ||||||
| 3400 WEST GIRARD AVENUE | PHILADELPHIA | PA | 191041196 | PC | EDUCATION | $10,000 |
| PHOENIXVILLE AREA COMMUNITY CENTER | ||||||
| 101 BUCHANAN STREET | PHOENIXVILLE | PA | 19460 | PC | HUMAN SERVICES | $20,000 |
| RINGLING COLLEGE OF ART AND DESIGN | ||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34234 | PC | EDUCATION | $25,000 |
| RONALD MCDONALD HOUSE | ||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | HUMAN SERVICES | $50,000 |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | ||||||
| 1515 S OSPREY AVE STE B4 | SARASOTA | FL | 34239 | PC | HUMAN SERVICES | $50,000 |
| SARASOTA ORCHESTRA | ||||||
| 709 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | ARTS & CULTURE | $10,000 |
| SELAH FREEDOM | ||||||
| PO BOX 21415 | SARASOTA | FL | 34276 | PC | HUMAN SERVICES | $5,000 |
| SHRINER'S HOSPITAL FOR CHILDREN | ||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | HUMAN SERVICES | $10,000 |
| TIDEWELL FOUNDATION | ||||||
| 5955 RAND BLVD | SARASOTA | FL | 34238 | PC | HUMAN SERVICES | $2,500 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | HUMAN SERVICES | $10,000 |
| UNION LEAGUE LEGACY FOUNDATION | ||||||
| 140 S BROAD ST | PHILADELPHIA | PA | 19102 | PC | HUMAN SERVICES | $25,000 |
| WETLANDS INSTITUTE | ||||||
| 1075 STONE HARBOR BLVD | STONE HARBOR | NJ | 08247 | PC | HUMAN SERVICES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $636,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,060 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $361,402 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,017,666 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,381,128 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,381,128 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $5,565 | Amt |
| Net Investment Income | $2,783 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,782 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SOUTHERN COMPANY STOCK | $3,539,584 | $6,108,660 |
| MFS INVESTMENTS | $3,309,901 | $4,463,462 |
| AMERICAN EXPRESS STOCK | $651,763 | $2,310,338 |
| JP MORGAN STOCK | $406,518 | $1,449,990 |
| ALIBABA GROUP HOLDINGS | $102,845 | $48,371 |
| GOLDMAN SACHS GROUP | $203,875 | $659,250 |
| HERSHEY CO | $1,004,265 | $971,409 |
| KLA CORP | $438,760 | $729,048 |
| NVIDIA CORP | $451,216 | $690,050 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $484,375 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $490,840 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST ON US TREASURY BOND | Desc |
| Amt | $1,825 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED TAX PAID | CategoryTxt |
| Amt | $8,267 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |