BOSCIA FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BOSCIA FAMILY FOUNDATION (EIN 20-0614587)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349100511
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T07:33:23-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2018-01-01 | 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) |
|---|---|---|
| In Care Of | % JON A BOSCIA | InCareOfNm |
| 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 FAZZI | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 6106498566 | PhoneNum |
| Signature | 2019-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael S Jackson | PreparerPersonNm |
| PTIN | P00236684 | PTIN |
| Phone | 2155614200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23695320193185000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1C66DCADEC2ED70F0D52666F732E6762FE6AF523 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1C66DCADEC2ED70F0D52666F732E6762FE6AF523 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,848,356 | 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 | $269,469 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,548 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,548 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $306,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,573 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $321,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,511 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,471 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $637,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $518,632 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $525 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $36,471 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $37,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $405,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $405,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $443,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $406,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $194,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $518,107 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,657 | CashBOYAmt |
| Cash EOY | $26,186 | CashEOYAmt |
| Cash EOYFMV | $26,186 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,013,367 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,046,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,047,888 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,567,068 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,721,017 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,774,282 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,599,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,793,582 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,848,356 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,599,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,793,582 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,599,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,793,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,599,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,793,582 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,599,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $194,490 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,793,582 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,793,582 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| LNC 3,889 SHARES | 2018-10-10 | 2018-10-11 | $256,104 | $112,858 | $143,246 | $143,246 | |
| CAPITAL GAIN DIVIDENDS | $65,265 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,511 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $314,325 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,761,116 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035877 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $298,124 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,691,664 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044552 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,759 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,312,156 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024994 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $170,782 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,782,484 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02518 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $182,941 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,345,850 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034221 | DistributionYr5Rt |
| Total Distribution | 0.164824 | TotalDistributionRt |
| Average Distribution | 0.032965 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,861,646 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $292,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,181 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $297,305 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $406,475 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,181 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,181 | SubtotalAmt |
| Tax Based On Investment Income | $5,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,471 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,471 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,290 | OverpaymentAmt |
| Applied To ES Tax | $16,290 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JON A BOSCIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106498566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 WESTWAY DRIVE | AddressLine1Txt |
| City | sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | 0.5 | $0 | $0 | $0 |
| DONNA L BOSCIA | ||||||||
| PO Box 39 | Gladwyne | PA | 190350039 | VP/ ASST TREASURER | 0.5 | $0 | $0 | $0 |
| NICOLE M BOSCIA | ||||||||
| PO Box 39 | Gladwyne | PA | 190350039 | TREASURER/ASST SEC | 0.5 | $0 | $0 | $0 |
| BRANDON J BOSCIA | ||||||||
| PO Box 39 | Gladwyne | PA | 190350039 | SECRETARY | 0.5 | $0 | $0 | $0 |
| Angela M Fazzi | ||||||||
| PO Box 39 | Gladwyne | PA | 190350039 | Assistant Treasurer | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,854,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,142,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,996,595 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,996,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,861,646 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $443,082 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $443,082 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,181 | TotalTaxAmt |
| Distributable Before Adj | $437,901 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $437,901 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $437,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $406,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $406,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,181 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $401,294 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $437,901 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $403,987 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $406,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $403,987 | AppliedToYear1Amt |
| Applied To Current Year | $2,488 | 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 |
| Undistributed Income CY | $435,413 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JON A BOSCIA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Ct | Sarasota | FL | 34240 | n/a | PC | HUMAN SERVICES | $10,000 | |
| Asolo Repertory Theatre | ||||||||
| 55555 North Tamiami Trail | Sarasota | FL | 34243 | n/a | PC | ARTS & CULTURE | $5,000 | |
| THE BARNES FOUNDATION | ||||||||
| 2025 Benjamin Franklin Parkway | PHILADELPHIA | PA | 19130 | n/a | PC | ARTS & CULTURE | $5,000 | |
| Children's Guardian Fund | ||||||||
| 1445 Second Street | Sarasota | FL | 342364905 | n/a | PC | Human Services | $2,500 | |
| Eagles Youth Partnership | ||||||||
| NOVACARE COMPLEX | Philadelphia | PA | 19145 | n/a | PC | OPERATING FUND | $5,000 | ONE NOVACARE WAY |
| The Franklin Institute | ||||||||
| 222 North 20th St | Philadelphia | PA | 19103 | n/a | PC | Educational | $5,000 | |
| HABITAT FOR HUMANITY - SARASOTA | ||||||||
| 1757 North East Avenue | Sarasota | FL | 34234 | n/a | PC | Human Services | $19,500 | |
| THE NEW COLLEGE FOUNDATION | ||||||||
| THE KEATING CENTER | SARASOTA | FL | 34243 | n/a | PC | SCHOLARSHIP FUND | $5,000 | 5800 BAY SHORE ROAD |
| PHILABUNDANCE | ||||||||
| 3616 GALLOWAY STREET | Philadelphia | PA | 19148 | n/a | PC | HUMAN SERVICES | $15,000 | PO BOX 37555 |
| PHILADELPHIA FUTURES | ||||||||
| 230 S BROAD STREET 7A | Philadelphia | PA | 19102 | n/a | PC | Arts & Culture | $10,000 | |
| PHILADELPHIA ZOO | ||||||||
| 3400 WEST GIRARD AVENUE | Philadelphia | PA | 191041196 | n/a | PC | EDUCATIONAL | $12,500 | |
| PROJECT HOME | ||||||||
| 1515 FAIRMOUNT AVE | PHILADELPHIA | PA | 19130 | n/a | PC | HUMAN SERVICES | $10,000 | |
| POINT PARK COLLEGE | ||||||||
| 201 WOOD STREET | PITTSBURGH | PA | 15222 | n/a | PC | EDUCATIONAL | $10,000 | |
| SAVE OUR SEABIRDS | ||||||||
| 1708 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | n/a | PC | EDUCATIONAL | $2,500 | |
| SEA TO SHORE ALLIANCE | ||||||||
| 200 2nd AVENUE SOUTH 315 | ST PETERSBURG | FL | 33701 | n/a | PC | HUMAN SERVICES | $5,000 | |
| TEMPLE UNIVERSITY | ||||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | n/a | PC | EDUCATIONAL | $12,500 | |
| Boys and Girls Club of Sarasota | ||||||||
| 1790 21st Street | Sarasota | FL | 34234 | n/a | PC | HUMAN SERVICES | $10,000 | |
| Girls Inc | ||||||||
| 1315 Walnut St 1400 | Philadelphia | PA | 19107 | n/a | PC | Human Services | $5,000 | |
| Ringling College of Art & Design | ||||||||
| 2700 N Tamiami Trail | Sarasota | FL | 34234 | N/A | PC | EDUCATIONAL | $5,000 | |
| Selah Freedom | ||||||||
| PO Box 21415 | Sarasota | FL | 34276 | N/A | PC | Human Services | $3,000 | |
| K9s for Warriors | ||||||||
| 114 Camp K9 Road | Ponte Vedra Beach | FL | 32081 | n/a | PC | human services | $30,000 | |
| Avalon Rescue Squad | ||||||||
| 3100 Dune Drive | Avalon | NJ | 08202 | n/a | PC | Human Services | $1,000 | |
| Beyond the Spectrum | ||||||||
| 7333 International Drive | Sarasota | FL | 34240 | n/a | PC | Educational | $5,000 | |
| Cape may Zoological Society | ||||||||
| 707 North Route 9 PO Box 864 | Cape May Court House | NJ | 08210 | n/a | PC | Animal Related | $2,500 | |
| Central Catholic High School | ||||||||
| 4720 Fifth Avenue | Pittsburgh | PA | 15213 | n/a | PC | Educational | $10,000 | |
| Child Protection Center | ||||||||
| 720 South Orange Avenue | Sarasota | FL | 34236 | n/a | PC | Human Services | $2,500 | |
| Every Child | ||||||||
| 1700 North Dr | Sarasota | FL | 34239 | n/a | PC | Human Services | $1,500 | |
| Family Promise of Sarasota | ||||||||
| PO Box 48199 | Sarasota | FL | 34230 | n/a | PC | Human Services | $1,500 | |
| Florida Studio Theatre | ||||||||
| 1241 N Palm Ave | Sarasota | FL | 34236 | n/a | PC | Arts & Culture | $1,000 | |
| Florida Veterans for Common Sense Fund Inc | ||||||||
| 2381 Fruitville Rd | Sarasota | FL | 34237 | n/a | PC | human services | $2,500 | |
| friends of avalon volunteer fire co | ||||||||
| PO Box 361 | Avalon | NJ | 08202 | n/a | PC | Public Safety | $2,500 | |
| humane society of SARASOTA county | ||||||||
| 2331 15th st | sarasota | FL | 34237 | n/a | PC | animal related | $2,000 | |
| Laurel House | ||||||||
| 123 South Main Street | north wales | PA | 19454 | n/a | PC | human services | $2,500 | |
| Library foundation of SARASOTA | ||||||||
| PO Box 2526 | Sarasota | FL | 34230 | n/a | PC | Human services | $1,000 | |
| Lighthouse of Manasota | ||||||||
| 7318 N Tamiani Trial | Sarasota | FL | 34243 | n/a | PC | human services | $2,500 | |
| Make a Wish Foundation | ||||||||
| 4742 N 24th Street Suite 400 | Phoenix | AZ | 85016 | n/a | PC | Health | $5,000 | |
| Meals on Wheels of SARASOTA | ||||||||
| 421 North Lime Avenue | Sarasota | FL | 34237 | n/a | PC | human Services | $5,000 | |
| Mothers helping mothers | ||||||||
| PO Box 342 | Sarasota | FL | 34230 | n/a | PC | human services | $1,000 | |
| Norristown Zoological Society | ||||||||
| 161 Harding BLVD | Norristown | PA | 19401 | n/a | PC | Animal related | $5,000 | |
| Operation Kindness Florida | ||||||||
| 601 Yardarm Ln | Longboat Key | FL | 34228 | n/a | PC | human services | $11,950 | |
| Ronald McDonald House | ||||||||
| one KROC Dr | Oak Brook | IL | 60523 | n/a | PC | Health | $7,500 | |
| Safe Place & rape Crisis Center | ||||||||
| 2139 Main St | Sarasota | FL | 34237 | n/a | PC | human services | $5,000 | |
| sarsota ballet of florida | ||||||||
| 5555 n Tamiami Trial | Sarasota | FL | 34230 | n/a | PC | Arts & Culture | $2,500 | |
| Sarasota Orchestra | ||||||||
| 709 N Tamiami Trl | Sarasota | FL | 34236 | n/a | PC | arts & culture | $2,500 | |
| Sarasota Pops Orchestra | ||||||||
| PO Box 1622 | Sarasota | FL | 34230 | n/a | PC | arts & Culture | $1,000 | |
| Sarasota Film Festival | ||||||||
| 332 Cocoanut Ave | Sarasota | FL | 34236 | n/a | PC | arts & culture | $2,500 | |
| Sarasota Music Conservatory | ||||||||
| 4831 Remington Dr | Sarasota | FL | 34234 | n/a | PC | educational | $1,000 | |
| Take Stock in Children of Sarasota County | ||||||||
| PO Box 48186 | Sarasota | FL | 34230 | n/a | PC | Educational | $2,500 | |
| Tidewell Hospice inc | ||||||||
| 5955 Rand BLVD | Sarasota | FL | 34238 | n/a | PC | Health | $2,500 | |
| Gladwyne Fire Co | ||||||||
| 1044 Black Rock Road | Gladwyne | PA | 19035 | n/a | PC | swift water rescue vehicle | $5,000 | |
| Cardinal Mooney Catholic High School | ||||||||
| 4171 Fruitville Road | Sarasota | FL | 34232 | n/a | PC | education | $10,000 | |
| Catholic Charities FL | ||||||||
| PO Box 6330 | Pensacola | FL | 32503 | n/a | PC | Hurricane Relief | $5,000 | |
| Youth Work Foundation | ||||||||
| 140 S Broad Street | Philadelphia | PA | 19102 | n/a | PC | Education | $5,000 | |
| The Scholarship Foundation of the Union League | ||||||||
| 140 S Broad Street | Philadelphia | PA | 19102 | n/a | PC | Education | $5,000 | |
| The Abraham Lincoln Foundation of the union League | ||||||||
| 140 S Broad Street | Philadelphia | PA | 19102 | n/a | PC | Education | $2,500 | |
| Police Athletic League of Philadelphia | ||||||||
| Belgrade Clearfield Streets | Philadelphia | PA | 19134 | n/a | PC | Human Services | $7,500 | |
| Students Run Philly Style | ||||||||
| 1760 Market Street Suite 1111 | Philadelphia | PA | 19103 | n/a | PC | Human Services | $1,000 | |
| The Shriners Hospital For Children | ||||||||
| 2900 N Rocky Point Drive | Tampa | FL | 33607 | n/a | PC | Medical research | $5,000 | |
| Philadelphia Freedom Valley YMCA | ||||||||
| 400 Fayette Street | Conshohocken | PA | 19428 | n/a | PC | Human Services | $2,500 | Ste 250 |
| Philadelphia Animal Welfare Society | ||||||||
| 100 N 2nd Street | Philadelphia | PA | 19106 | n/a | PC | animal related | $2,500 | |
| Riley Memorial Association | ||||||||
| 30 S Meridian Ste 200 | Indianapolis | IN | 46204 | n/a | PC | mission work | $1,000 | |
| Folds of Honor Foundation | ||||||||
| 5800 N patriot Drive | Owasso | OK | 74055 | n/a | PC | Education | $1,000 | |
| American Lebanese Syrian Associated Charities | ||||||||
| St Judes Hospital for Children | Memphis | TN | 38105 | n/a | PC | Health | $5,000 | 262 Danny Thomas Place |
| Big Brothers Big Sisters of Sun Coast | ||||||||
| 1000 S Tamiami Trail | Venice | FL | 34285 | n/a | PC | Human Services | $2,500 | |
| Charlotte Maxwell Clinic | ||||||||
| 610 16th Street 426 | Oakland | CA | 94612 | n/a | PC | Health Services | $1,000 | |
| CHOP Foundation | ||||||||
| PO Box 781352 | Philadelphia | PA | 191781352 | n/a | PC | health services | $2,500 | |
| Coalition Against Rape and Abuse | ||||||||
| PO Box 774 | Cape May Court House | NJ | 08210 | n/a | PC | human services | $2,500 | |
| Embracing our differences | ||||||||
| PO Box 2559 | Sarasota | FL | 342302559 | n/a | PC | education | $5,000 | |
| GESU School | ||||||||
| 1700 West Thompson Street | Philadelphia | PA | 19121 | n/a | PC | education | $7,000 | |
| Helen Diller Vacation Home for Blind | ||||||||
| 127 26th Street | Avalon | NJ | 08202 | n/a | PC | medical services | $5,000 | PO Box 338 |
| John and Mable Ringling Museum | ||||||||
| 5401 Bay Shore Road | Sarasota | FL | 34243 | n/a | PC | arts and culture | $5,000 | |
| Kimmel Center for the Performing Arts | ||||||||
| 1500 Walnut Street Fl 17 | philadelphia | PA | 19102 | n/a | PC | performing arts | $2,500 | |
| Project 180 | ||||||||
| PO Box 25684 | Sarasota | FL | 342772684 | n/a | PC | rehabilitation services | $2,500 | |
| Sarasota Community Foundation | ||||||||
| 2635 Fruitville Road | Sarasota | FL | 34237 | n/a | PC | human services | $3,000 | |
| Sarasota Memorial Healthcare Foundation | ||||||||
| 1515 Osprey Avenue Suite B-4 | Sarasota | FL | 342392918 | n/a | PC | human services | $8,000 | |
| Sarasota Vets | ||||||||
| 358 Bearded Oaks Circle | Sarasota | FL | 34232 | n/a | PC | human services | $2,500 | |
| Sheriff's Activity of Sarasota County | ||||||||
| 425 old venice road | osprey | FL | 34229 | n/a | PC | youth development | $5,000 | |
| St Malachy School - independence mission school | ||||||||
| 1012 west thompson street | philadelphia | PA | 19122 | n/a | PC | education | $6,000 | |
| The Players Centre | ||||||||
| 838 N Tamiami Trail | Sarasota | FL | 34236 | n/a | PC | performing arts | $1,000 | |
| Wetlands Institute | ||||||||
| 1075 stone harbor boulevard | stone harbor | NJ | 082471424 | n/a | PC | environmental conservation and protection | $5,000 | |
| Women's Bridge Resource Center | ||||||||
| 3125 Ridge Pike Suite D | Eagleville | PA | 19043 | n/a | PC | human services | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $405,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,548 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $306,573 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERPAYMENT OF EXCISE TAX | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,471 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $368,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $368,492 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Jon and Donna Boscia | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 Westway Drive | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $269,469 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3,889 shares of LNC | NoncashPropertyDesc |
| Fair Market Value | $269,469 | FairMarketValueAmt |
| Received | 2018-10-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON TAX PREP FEES | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $525 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SOUTHERN COMPANY STOCK | $5,151,390 | $4,691,388 |
| MFS INVESTMENTS | $1,765,310 | $2,168,601 |
| AMERICAN EXPRESS STOCK | $451,293 | $478,460 |
| JP MORGAN STOCK | $306,384 | $397,800 |
| RENEWABLE ENERGY GROUP | $46,640 | $38,033 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 FEDERAL TAX OVERPAYMENT | Desc |
| Revenue And Expenses Per Books | $6,471 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES 2017 EXTENSION | $30,000 |
| FEDERAL TAXES 2017 OP APPLIED | $6,471 |