BOSCIA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BOSCIA FAMILY FOUNDATION (EIN 20-0614587)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202401279349102350
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T13:07:53-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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 | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANGELA | PersonFirstNm |
| Person Last | FAZZI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S JACKSON | PreparerPersonNm |
| PTIN | P00236684 | PTIN |
| Phone | 2155614200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $14,497,528 | 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 | $1,659 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,659 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $397,014 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $397,014 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $349,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $771,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $349,341 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $748,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $748,014 | 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 | $2,783 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,228 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,783 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $683,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $683,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $696,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $685,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $745,224 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,290 | CashBOYAmt |
| Cash EOY | $284,633 | CashEOYAmt |
| Cash EOYFMV | $284,633 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $510,564 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $494,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $494,697 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,143,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,937,646 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,718,198 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,665,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,716,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,497,528 | 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 | $10,665,782 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,716,976 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,665,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,716,976 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,665,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,716,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,665,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,716,976 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,716,976 | 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 DISTRIBUTION | P | $170,878 | $170,878 | $170,878 | |||
| 8,440 SHS SOUTHERN CO | P | $600,422 | $178,463 | $178,463 | 2017-03-01 | 2023-05-22 | $421,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $349,341 | 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 | $10,359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,359 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,560 | 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 | $7,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,799 | 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 | $13,437,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $728,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,166,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,166,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,954,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $697,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $697,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,359 | TotalTaxAmt |
| Distributable Before Adj | $687,343 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $687,343 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $687,343 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $685,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $685,803 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $687,343 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $682,846 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $685,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $682,846 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,957 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $684,386 | 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 (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK | ||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | PC | HUMAN SERVICES | $10,000 |
| ALSAC - ST JUDES HOSPITAL FOUNDATION | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | HUMAN SERVICES | $5,000 |
| ASOLO REPERTORY THEATRE | ||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | ARTS & CULTURE | $2,500 |
| AVALON POLICE DEPARTMENT | ||||||
| 300 DUNE DRIVE | AVALON | NJ | 08202 | PC | HUMAN SERVICES | $7,200 |
| AVALON RESCUE SQUAD | ||||||
| 3100 DUNE DRIVE | AVALON | NJ | 08202 | PC | HUMAN SERVICES | $2,500 |
| BARNES FOUNDATION | ||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | PC | ARTS & CULTURE | $5,000 |
| BAY PARK CONSERVANCY | ||||||
| 655 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | HUMAN SERVICES | $2,500 |
| BENEFITS DATA TRUST | ||||||
| CENTRE SQUARE WEST 1500 MARKET ST | PHILADELPHIA | PA | 19102 | PC | HUMAN SERVICES | $2,500 |
| BIG BROTHERS BIG SISTERS OF SUN COAST | ||||||
| 1000 S TAMIAMI TRAIL SUITE C | VENICE | FL | 34285 | PC | HUMAN SERVICES | $5,000 |
| BOYS AND GIRLS CLUB OF PHILADELPHIA | ||||||
| 2901 BRIDGE STREET | PHILADELPHIA | PA | 19137 | PC | HUMAN SERVICES | $2,500 |
| BOYS AND GIRLS CLUB OF SARASOTA | ||||||
| 1790 21ST STREET | SARASOTA | FL | 34234 | PC | HUMAN SERVICES | $10,000 |
| CAPE MAY ZOOLOGICAL SOCIETY | ||||||
| 707 NORTH ROUTE 9 PO BOX 864 | CAPE MAY COURTHOUSE | NJ | 08210 | PC | HUMAN SERVICES | $5,000 |
| CARDINAL MOONEY HIGH SCHOOL | ||||||
| 4171 FRUITVILLE ROAD | SARASOTA | FL | 34232 | PC | EDUCATION | $7,500 |
| CENTRAL CATHOLIC HIGH SCHOOL | ||||||
| 4720 FIFTH AVENUE | PITTSBURGH | PA | 15213 | PC | EDUCATION | $7,500 |
| 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 | $3,000 |
| CHILDREN OF FALLEN PATRIOTS | ||||||
| 1818 LIBERTY STREET SUITE 500 | RESTON | VA | 20190 | PC | EDUCATION | $5,000 |
| CHILDREN'S GUARDIAN FUND | ||||||
| 1445 SECOND STREET | SARASOTA | FL | 342364905 | PC | HUMAN SERVICES | $5,000 |
| CLARIFI | ||||||
| 1635 MARKET ST 5TH FL | PHILADELPHIA | PA | 19103 | PC | HUMAN SERVICES | $5,000 |
| CMA RESEARCH INSTITUTE | ||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | PC | HUMAN SERVICES | $5,000 |
| COALITION AGAINST RAPE AND ABUSE | ||||||
| PO BOX 774 | CAPE MAY COURTHOUSE | NJ | 08210 | PC | HUMAN SERVICES | $5,000 |
| COMMUNITY FOUNDATION OF SARASOTA (FOR SYC CARES) | ||||||
| 2635 FRUITVILLE ROAD | SARASOTA | FL | 34237 | PC | HUMAN SERVICES | $5,000 |
| COMMUNITY LEGAL SERVICES | ||||||
| 1424 CHESTNUT ST | PHILADELPHIA | PA | 19102 | PC | HUMAN SERVICES | $2,500 |
| DON'T EVER GIVE UP | ||||||
| 1290 N PALM SUITE 107 | SARASOTA | FL | 34236 | PC | HUMAN SERVICES | $5,000 |
| EAGLES AUTISUM FOUNDATION | ||||||
| ONE NOVA CARE WAY | PHILADELPHIA | PA | 19145 | PC | HUMAN SERVICES | $1,000 |
| EAGLES CHARITABLE FOUNDATION | ||||||
| ONE NOVA CARE WAY | PHILADELPHIA | PA | 19145 | PC | HUMAN SERVICES | $2,500 |
| FIRST RESPONDERS CHILDREN'S FOUNDATION | ||||||
| 38 EAST 32ND STREET SUITE 602 | NEW YORK | NY | 10016 | PC | HUMAN SERVICES | $2,500 |
| FIRST TEE PHILADELPHIA | ||||||
| 800 WALNUT LANE | PHILADELPHIA | PA | 19128 | PC | HUMAN SERVICES | $2,500 |
| FL VETERANS FOR COMMON SENSE | ||||||
| P O BOX 2311 | SARASOTA | FL | 34230 | PC | HUMAN SERVICES | $5,000 |
| FLORIDA SHERRIFF'S YOUTH RANCHES | ||||||
| 2486 CECIL WEBB PLACE | LIVE OAK | FL | 32060 | PC | HUMAN SERVICES | $10,000 |
| FOLDS OF HONOR | ||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | PC | EDUCATION | $10,000 |
| FRANKLIN INSTITUTE | ||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | PC | HUMAN SERVICES | $5,000 |
| FRIENDS OF AVALON VOLUNTEER FIRE CO | ||||||
| PO BOX 361 | AVALON | NJ | 08202 | PC | HUMAN SERVICES | $5,000 |
| GESU SCHOOL | ||||||
| 1700 WEST THOMPSON STREET | PHILADELPHIA | PA | 19121 | PC | EDUCATION | $16,000 |
| GIRLS INC | ||||||
| 1315 WALNUT ST 1400 | PHILADELPHIA | PA | 19107 | PC | HUMAN SERVICES | $5,000 |
| HAVERFORD TOWNSHIP POLICE DEPARTMENT | ||||||
| 1010 DARBY ROAD | HAVERFORD | PA | 19083 | PC | HUMAN SERVICES | $10,000 |
| HELEN DILLER VACA HOME FOR BLIND CHILDREN | ||||||
| 127 26TH STREET PO BOX 338 | AVALON | NJ | 08202 | PC | HUMAN SERVICES | $7,500 |
| HUMANE SOCIETY OF SARASOTA | ||||||
| 2331 15TH ST | SARASOTA | FL | 34237 | PC | HUMAN SERVICES | $2,500 |
| INNOCENCE PROJECT OF FLORIDA | ||||||
| 1100 E PARK AVE | TALLAHASSEE | FL | 32301 | PC | HUMAN SERVICES | $5,000 |
| JAWS YOUTH PLAYBOOK | ||||||
| 270 EAGLE POINT RD | WEST DEPTFORD | NJ | 08086 | PC | HUMAN SERVICES | $7,500 |
| JFCS OF SUNCOAST | ||||||
| 2688 FRUITVILLE RD | SARASOTA | FL | 34237 | PC | HUMAN SERVICES | $10,000 |
| JOHN AND MABLE RINGLING MUSEUM | ||||||
| 5401 BAY SHORE RD | SARASOTA | FL | 34243 | PC | HUMAN SERVICES | $5,000 |
| K9S FOR WARRIORS | ||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | PC | HUMAN SERVICES | $25,000 |
| KIMMEL CENTER FOR THE PERFORMING ARTS | ||||||
| 1500 WALNUT STREET FL 17 | PHILADELPHIA | PA | 19102 | PC | ARTS & CULTURE | $10,000 |
| LAUREL HOUSE | ||||||
| 123 SOUTH MAIN STREET | NORTH WALES | PA | 19454 | PC | HUMAN SERVICES | $5,000 |
| LAZARUS HOUSE MINISTRIES | ||||||
| PO BOX 1792 | WILDWOOD | NJ | 08620 | PC | HUMAN SERVICES | $10,000 |
| MAKE-A-WISH SOUTH FL | ||||||
| 3430 MAGIC OAK LN | SARASOTA | FL | 34232 | PC | HUMAN SERVICES | $26,900 |
| MATTHEW 25 | ||||||
| 413 E JEFFERSON BOULEVARD | FORT WAYNE | IN | 46802 | PC | HUMAN SERVICES | $5,000 |
| MEALS ON WHEELS SARASOTA | ||||||
| 421 N LIME AVENUE | SARASOTA | FL | 34237 | PC | HUMAN SERVICES | $5,000 |
| MONTGOMERY SCHOOL | ||||||
| 1141 KIMBERTON RD | CHESTER SPRINGS | PA | 19425 | PC | EDUCATION | $2,500 |
| MOTE MARINE LABORATORY & AQUARIUM | ||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | PC | HUMAN SERVICES | $5,000 |
| MOTHERS HELPING MOTHERS | ||||||
| 5933 N WASHINGTON BOULEVARD | SARASOTA | FL | 34243 | PC | HUMAN SERVICES | $2,500 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) | ||||||
| 2911 FRUITVILLE ROAD | SARASOTA | FL | 34237 | PC | HUMAN SERVICES | $5,000 |
| NEW COLLEGE FOUNDATION | ||||||
| 5800 BAY SHORE ROAD | SARASOTA | FL | 34243 | PC | EDUCATION | $10,000 |
| NORRISTOWN ZOOLOGICAL SOCIETY | ||||||
| 161 HARDING BLVD | NORRISTOWN | PA | 19401 | PC | HUMAN SERVICES | $5,000 |
| PENNSYLVANIA INNOCENCE PROJECT | ||||||
| 1515 MARKET ST SUITE 300 | PHILADELPHIA | PA | 19102 | PC | HUMAN SERVICES | $5,000 |
| PHILABUNDANCE | ||||||
| 3616 GALLOWAY STREET PO BOX 37555 | PHILADELPHIA | PA | 19148 | PC | HUMAN SERVICES | $31,000 |
| PHILADELPHIA ANIMAL WELFARE SOCIETY | ||||||
| 100 N 2ND ST | PHILADELPHIA | PA | 19106 | PC | HUMAN SERVICES | $2,000 |
| PHILADELPHIA ZOO | ||||||
| 3400 WEST GIRARD AVENUE | PHILADELPHIA | PA | 191041196 | PC | EDUCATION | $10,000 |
| PHOENIXVILLE AREA COMMUNITY CENTER | ||||||
| 101 BUCHANAN ST | PHOENIXVILLE | PA | 19460 | PC | HUMAN SERVICES | $10,000 |
| POINT PARK UNIVERSITY | ||||||
| 201 WOOD STREET | PITTSBURGH | PA | 15222 | PC | EDUCATION | $10,000 |
| POLICE ATHLETIC LEAGUE PHILADELPHIA | ||||||
| 750 RACE STREET | PHILADELPHIA | PA | 19106 | PC | EDUCATION | $5,000 |
| PROJECT 180 | ||||||
| P O BOX 25684 | SARASOTA | FL | 25684 | PC | HUMAN SERVICES | $5,000 |
| PROJECT MERCY INC | ||||||
| 7011 ARDMORE AVENUE | FORT WAYNE | IN | 46809 | PC | HUMAN SERVICES | $1,000 |
| 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 | $10,000 |
| SAFE PLACE RAPE AND CRISIS CENTER | ||||||
| 2139 MAIN STREET | SARASOTA | FL | 34237 | PC | HUMAN SERVICES | $5,000 |
| SARASOTA HIGH SCHOOL | ||||||
| 2155 BAHIA VISTA STREET | SARASOTA | FL | 34239 | PC | EDUCATION | $3,220 |
| SAVE OUR SEABIRDS | ||||||
| 1708 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | PC | HUMAN SERVICES | $2,500 |
| SELAH FREEDOM | ||||||
| PO BOX 21415 | SARASOTA | FL | 34276 | PC | HUMAN SERVICES | $35,000 |
| SHRINER'S HOSPITAL FOR CHILDREN | ||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | HUMAN SERVICES | $5,000 |
| SRQ MEMORIAL HOSPITAL FOUNDATION | ||||||
| 1515 SOUTH OSPREY AVENUE SUITE B-4 | SARASOTA | FL | 34239 | PC | HEALTH SERVICES | $100,000 |
| TAKE STOCK IN CHILDREN OF SARASOTA COUNTY | ||||||
| PO BOX 48186 | SARASOTA | FL | 34230 | PC | HUMAN SERVICES | $5,000 |
| TIDEWELL FOUNDATION | ||||||
| 5955 RAND BLVD | SARASOTA | FL | 34238 | PC | HUMAN SERVICES | $2,500 |
| TOYS FOR TOTS CAPE MAY COUNTY | ||||||
| 204 FIRE LANE | N CAPE MAY | NJ | 08204 | PC | HUMAN SERVICES | $2,500 |
| TOYS FOR TOTS DELAWARE COUNTY | ||||||
| P O BOX 134 | FOLSOM | PA | 19033 | PC | HUMAN SERVICES | $2,500 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | HUMAN SERVICES | $20,000 |
| UNION LEAGUE LEGACY FOUNDATION | ||||||
| 140 S BROAD ST | PHILADELPHIA | PA | 19102 | PC | HUMAN SERVICES | $25,000 |
| VAN WEZEL FOUNDATION | ||||||
| 777 NORTH TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | HUMAN SERVICES | $5,000 |
| WETLANDS INSTITUTE | ||||||
| 1075 STONE HARBOR BLVD | STONE HARBOR | NJ | 08247 | PC | HUMAN SERVICES | $5,000 |
| WREATHS ACROSS AMERICA | ||||||
| 4 POINT STREET P O BOX 249 | COLUMBIA FALLS | ME | 04623 | PC | HUMAN SERVICES | $1,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $683,020 | 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 | $1,659 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $397,014 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $349,341 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $748,014 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $748,014 | 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 | $2,783 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SOUTHERN COMPANY STOCK | $5,004,443 | $6,970,202 |
| MFS INVESTMENTS | $2,563,937 | $3,502,485 |
| AMERICAN EXPRESS STOCK | $651,763 | $1,169,938 |
| JP MORGAN STOCK | $406,518 | $765,450 |
| ALIBABA GROUP HOLDINGS | $102,845 | $25,578 |
| GOLDMAN SACHS GROUP | $203,875 | $289,328 |
| HERSHEY CO | $1,004,265 | $995,217 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ESTIMATED TAX PAID | $7,560 | $0 | $0 | $0 |
| 2022 TAX PAID | $668 | $0 | $0 | $0 |