BOSCIA FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BOSCIA FAMILY FOUNDATION (EIN 20-0614587)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202301299349104010
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T10:38:57-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | PO BOX 39 | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190350039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA M FAZZI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6106498566 | PhoneNum |
| Signature | 2023-05-04 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,035,568 | 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 | $275,012 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $777 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $777 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $387,007 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $387,007 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,974 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,132,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,974 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $822,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $547,758 | 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 | $9,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,894 | 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 | $16,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $540,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $540,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $556,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $544,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $266,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $543,026 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,940 | CashBOYAmt |
| Cash EOY | $11,290 | CashEOYAmt |
| Cash EOYFMV | $11,290 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $637,537 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $510,564 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $510,564 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,752,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,143,928 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,513,714 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,399,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,665,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,035,568 | 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 | $10,399,513 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,665,782 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,399,513 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,665,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,399,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,665,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,399,513 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $266,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,665,782 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,665,782 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 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 | $141,265 | $141,265 | $141,265 | |||
| 318.466 SHS MFS GLOBAL EQUITY FUND-I | $14,471 | $4,792 | $4,792 | 2021-12-09 | 2022-10-06 | $9,679 | |
| 1,532.390 SHS MFS HIGH INCOME FUND-I | $4,383 | -$878 | -$878 | 2022-10-06 | $5,261 | ||
| 329.183 SHS MFS EMERGING MARKETS DEBT FUND-I | $3,601 | -$1,336 | -$1,336 | 2022-10-06 | $4,937 | ||
| 1,736.046 SHS MFS TOTAL RETURN BOND FUND-I | $16,058 | -$2,722 | -$2,722 | 2022-10-06 | $18,780 | ||
| 5,976.078 SHS MFS GLOBAL EQUITY FUND-I | $271,553 | $89,923 | $89,923 | 2022-10-06 | $181,630 | ||
| 30,328.553 SHS MFS HIGH INCOME FUND-I | $86,740 | -$17,392 | -$17,392 | 2022-10-06 | $104,132 | ||
| 6,404.984 SHS MFS EMERGING MARKETS DEBT FUND-I | $70,071 | -$25,995 | -$25,995 | 2022-10-06 | $96,066 | ||
| 46,749.207 SHS MFS TOTAL RETURN BOND FUND-I | $432,430 | -$73,293 | -$73,293 | 2022-10-06 | $505,723 | ||
| 1,500 SHS RENEWABLE ENERGY GRP | $92,250 | $45,610 | $45,610 | 2022-10-06 | $46,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,974 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$144 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,880 | 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 | $6,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $668 | 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 | ||||||||
| PO BOX 39 | GLADWYNE | PA | 190350039 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DONNA L BOSCIA | ||||||||
| PO BOX 39 | GLADWYNE | PA | 190350039 | VP / ASST. TREASURER | 0.50 | $0 | $0 | $0 |
| NICOLE M BOSCIA | ||||||||
| PO BOX 39 | GLADWYNE | PA | 190350039 | TREASURER / ASST. SECRETARY | 0.50 | $0 | $0 | $0 |
| BRANDON J BOSCIA | ||||||||
| PO BOX 39 | GLADWYNE | PA | 190350039 | SECRETARY | 0.50 | $0 | $0 | $0 |
| ANGELA M FAZZI | ||||||||
| PO BOX 39 | GLADWYNE | PA | 190350039 | 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 | $13,330,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $797,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,127,669 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,127,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,915,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $695,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $695,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,548 | TotalTaxAmt |
| Distributable Before Adj | $688,240 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $688,240 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $688,240 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $544,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $544,875 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $688,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $539,481 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $544,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $539,481 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,394 | 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 | $682,846 | 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 (80 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 |
| ALL STAR CHILDRENS FOUNDATION | ||||||
| 3300 7TH STREET | SARASOTA | FL | 34235 | PC | HUMAN SERVICES | $2,500 |
| ALSAC - ST JUDES HOSPITAL FOUNDATION | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | HEALTH | $5,000 |
| ASOLO REPERTORY THEATRE | ||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | PERFORMING ARTS | $2,500 |
| 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 | $5,000 |
| BENEFITS DATA TRUST | ||||||
| CENTRE SQUARE WEST 1500 MARKET ST | PHILADELPHIA | PA | 19102 | PC | HUMAN SERVICES | $2,500 |
| BEYOND THE SPECTRUM | ||||||
| 7333 INTERNATIONAL PL | SARASOTA | FL | 34240 | PC | HEALTH | $2,500 |
| BIG BROTHERS BIG SISTERS OF SUN COAST | ||||||
| 1000 S TAMIAMI TRAIL SUITE C | VENICE | FL | 34285 | PC | HUMAN SERVICES | $2,500 |
| BOYS AND GIRLS CLUB OF PHILADELPHIA | ||||||
| 2901 BRIDGE STREET | PHILADELPHIA | PA | 19137 | PC | HUMAN SERVICES | $7,500 |
| 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 | ANIMAL SERVICES | $2,500 |
| CARDINAL MOONEY HIGH SCHOOL | ||||||
| 2545 ERIE ST | YOUNGSTOWN | OH | 44507 | PC | EDUCATIONAL | $7,500 |
| CENTRAL CATHOLIC HIGH SCHOOL | ||||||
| 301 N 4TH ST | ALLENTOWN | PA | 18102 | PC | EDUCATIONAL | $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 | $2,500 |
| CHILDREN'S GUARDIAN FUND | ||||||
| 1445 SECOND STREET | SARASOTA | FL | 342364905 | PC | HUMAN SERVICES | $5,000 |
| CHOP FOUNDATION | ||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | PC | MEDICAL 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 | $2,500 |
| COMMUNITY LEGAL SERVICES | ||||||
| 1424 CHESTNUT ST | PHILADELPHIA | PA | 19102 | PC | HUMAN SERVICES | $2,500 |
| EAGLES CHARITABLE FOUNDATION | ||||||
| ONE NOVA CARE WAY | PHILADELPHIA | PA | 19145 | PC | HUMAN SERVICES | $2,500 |
| FIRST TEE PHILADELPHIA | ||||||
| 800 WALNUT LANE | PHILADELPHIA | PA | 19128 | PC | HUMAN SERVICES | $2,500 |
| FIRST TEE SARASOTA | ||||||
| 8586 POTTER PARK DRIVE STE 115 | SARASOTA | FL | 34238 | PC | HUMAN SERVICES | $2,500 |
| FL VETERANS FOR COMMON SENSE | ||||||
| P O BOX 2311 | SARASOTA | FL | 34230 | PC | HUMAN SERVICES | $5,000 |
| FL WINEFEST & AUCTIONS | ||||||
| PO BOX 4193 | SARASOTA | FL | 34230 | PC | HUMAN SERVICES | $2,250 |
| FOLDS OF HONOR | ||||||
| 5800 N PATRIOT DRIVE | OWASSO | OK | 74055 | 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 | PUBLIC SAFETY | $5,000 |
| GESU SCHOOL | ||||||
| 1700 WEST THOMPSON STREET | PHILADELPHIA | PA | 19121 | PC | EDUCATION | $8,000 |
| GIRLS INC | ||||||
| 1315 WALNUT ST 1400 | PHILADELPHIA | PA | 19107 | PC | HUMAN SERVICES | $5,000 |
| HELEN DILLER VACA HOME FOR BLIND CHILDREN | ||||||
| 127 26TH STREET PO BOX 338 | AVALON | NJ | 08202 | PC | MEDICAL 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 BIKE DRIVE | ||||||
| 270 EAGLE POINT RD | WEST DEPTFORD | NJ | 08086 | PC | HUMAN SERVICES | $5,000 |
| JFCS OF SUNCOAST | ||||||
| 2688 FRUITVILLE RD | SARASOTA | FL | 34237 | PC | HUMAN SERVICES | $10,000 |
| JOHN AND MABLE RINGLING | ||||||
| 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 | $15,000 |
| KIMMEL CENTER FOR THE PERFORMING ARTS | ||||||
| 1500 WALNUT STREET FL 17 | PHILADELPHIA | PA | 19102 | PC | PERFORMING ARTS | $10,000 |
| LAUREL CIVIC ASSOCIATION | ||||||
| 509 COLLINS RD PO BOX 511 | LAUREL | FL | 34272 | PC | HUMAN SERVICES | $2,500 |
| 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 | $7,500 |
| LEGACY YOUTH TENNIS | ||||||
| 4842 RIDGE AVE | PHILADELPHIA | PA | 19129 | PC | HUMAN SERVICES | $2,500 |
| LMT SCHOLARSHIP FUND | ||||||
| 1960 LANDINGS BLVD 120 | SARASOTA | FL | 34231 | PC | HUMAN SERVICES | $5,000 |
| MAKE A WISH | ||||||
| 4742 N 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | PC | HEALTH | $900 |
| MAKE-A-WISH SOUTH FL | ||||||
| 3430 MAGIC OAK LN | SARASOTA | FL | 34232 | PC | HUMAN SERVICES | $8,000 |
| MATTHEW 25 | ||||||
| 11060 KENWOOD RD | BLUE ASH | OH | 45242 | PC | HUMAN SERVICES | $5,000 |
| MEALS ON WHEELS | ||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | PC | HUMAN SERVICES | $5,000 |
| MOTE MARINE LABORATORY & AQUARIUM | ||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | PC | HUMAN SERVICES | $5,000 |
| MOTHERS HELPING MOTHERS | ||||||
| 223 STIRLING RD SUITE E | WARREN | NJ | 07059 | PC | HUMAN SERVICES | $2,500 |
| MOTHER'S HOME | ||||||
| 51 N MACDADE BLVD | DARBY | PA | 19023 | PC | HUMAN SERVICES | $2,500 |
| NEW COLLEGE FOUNDATION | ||||||
| 5800 BAY SHORE ROAD | SARASOTA | FL | 34243 | PC | EDUCATIONAL | $5,000 |
| NORRISTOWN ZOOLOGICAL SOCIETY | ||||||
| 161 HARDING BLVD | NORRISTOWN | PA | 19401 | PC | ANIMAL RELATED | $2,500 |
| PAL-PHILADELPHIA | ||||||
| 3068 BELGRADE ST | PHILADELPHIA | PA | 19134 | 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 | $20,000 |
| 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 | EDUCATIONAL | $10,000 |
| PHOENIXVILLE AREA COMMUNITY CENTER | ||||||
| 101 BUCHANAN ST | PHOENIXVILLE | PA | 19460 | PC | HUMAN SERVICES | $10,000 |
| POLICE ATHLETIC LEAGUE PHILADELPHIA | ||||||
| 750 RACE STREET | PHILADELPHIA | PA | 19106 | PC | EDUCATIONAL | $3,000 |
| PROJECT 180 | ||||||
| 470 E 3RD ST C | LOS ANGELES | CA | 90013 | PC | HUMAN SERVICES | $5,000 |
| RINGLING COLLEGE OF ART AND DESIGN | ||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34234 | PC | EDUCATIONAL | $5,000 |
| RONALD MCDONALD HOUSE | ||||||
| ONE KROC DR | OAK BRIDGE | IL | 60523 | PC | HEALTH SERVICES | $12,500 |
| SAFE PLACE RAPE AND CRISIS CENTER | ||||||
| 2139 MAIN STREET | SARASOTA | FL | 34237 | PC | HUMAN SERVICES | $5,000 |
| SARASOTA BALLET | ||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | HUMAN SERVICES | $2,500 |
| SARASOTA ORCHESTRA | ||||||
| 709 N TAMIAMI TR | SARASOTA | FL | 34236 | PC | HUMAN SERVICES | $2,500 |
| SAVE OUR SEABIRDS | ||||||
| 1708 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | PC | ANIMAL RELATED | $2,500 |
| 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 | MEDICAL RESEARCH | $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 |
| THE MONTGOMERY SCHOOL | ||||||
| 1141 KIMBERTON RD | CHESTER SPRINGS | PA | 19425 | PC | HUMAN SERVICES | $1,000 |
| TIDEWELL FOUNDATION | ||||||
| 3550 S TAMIAMI TRAIL | SARASOTA | FL | 34239 | PC | HUMAN SERVICES | $2,500 |
| TINY HANDS FOUNDATION | ||||||
| 242 SOUTH WASHINGTON BLVD STE 315 | SARASOTA | FL | 34236 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $540,150 | 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 | $777 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $387,007 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $159,974 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $547,758 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $547,758 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JON AND DONNA BOSCIA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $275,012 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,090 SHS SOUTHERN COMPANY | NoncashPropertyDesc |
| Fair Market Value | $275,012 | FairMarketValueAmt |
| Received | 2022-12-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $9,450 | Amt |
| Net Investment Income | $4,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SOUTHERN COMPANY STOCK | $5,426,402 | $7,411,644 |
| MFS INVESTMENTS | $2,348,260 | $3,053,195 |
| AMERICAN EXPRESS STOCK | $651,763 | $922,699 |
| JP MORGAN STOCK | $406,518 | $603,450 |
| ALIBABA GROUP HOLDINGS | $102,845 | $29,070 |
| GOLDMAN SACHS GROUP | $203,875 | $257,535 |
| HERSHEY CO | $1,004,265 | $1,236,121 |
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 | $6,880 | $0 | $0 | $0 |
| 2021 TAX PAID | $14 | $0 | $0 | $0 |