BOSCIA FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: BOSCIA FAMILY FOUNDATION (EIN 20-0614587)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-13
IRS object ID: 201833179349101378
Schema version: 2017v2.3
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 Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-13T14:08:20-06:00	ReturnTs
Tax Period End	2017-12-31	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	2017-01-01	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	2018-11-08	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	23695320183175000043	FederalOriginalSubmissionId
Federal Original Submission Id	2018-11-13	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	3DA3975D9A97E87D8475A8F8D9445E617357126D	AtSubmissionCreationDeviceId
At Submission Filing Device Id	1C66DCADEC2ED70F0D52666F732E6762FE6AF523	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	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	$9,316,467	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	$247,375	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,005	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,005	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$256,226	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$256,226	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,378,032	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$5,442,488	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,305,594	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,648	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$75	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,885,286	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,563,900	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$7,457	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,728	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$3,729	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$2,073	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$198	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$198	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$9,728	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,728	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,927	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$336,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$336,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$345,728	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,728	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$339,927	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,539,558	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,560,172	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$70,728	CashBOYAmt
Cash EOY	$18,657	CashEOYAmt
Cash EOYFMV	$18,657	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$693,491	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,013,367	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,013,367	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$6,295,315	CorporateStockBOYAmt
Corporate Stock EOY	$7,567,068	CorporateStockEOYAmt
Corporate Stock EOYFMV	$8,284,443	CorporateStockEOYFMVAmt
Total Assets BOY	$7,059,534	TotalAssetsBOYAmt
Total Assets EOY	$8,599,092	TotalAssetsEOYAmt
Total Assets EOYFMV	$9,316,467	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$7,059,534	RetainedEarningBOYAmt
Retained Earning EOY	$8,599,092	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,059,534	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,599,092	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,059,534	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,599,092	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,059,534	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,539,558	ExcessRevenueOverExpensesAmt
Subtotal	$8,599,092	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$8,599,092	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
LNC - 80,696 SHARES	2017-01-06	$5,389,472	$3,136,894	$2,252,578	$2,252,578
CAPITAL GAIN DIVIDENDS				$53,016		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,305,594	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$298,124	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$6,691,664	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.044552	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$182,759	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$7,312,156	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.024994	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$170,782	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$6,782,484	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.02518	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$182,941	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$5,345,850	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.034221	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$197,990	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$3,962,193	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.04997	DistributionYr5Rt
Total Distribution	0.178917	TotalDistributionRt
Average Distribution	0.035783	AverageDistributionRt
Net Vl Noncharitable Assets	$8,761,116	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$313,499	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$25,602	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$339,101	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$339,927	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	$25,602	InvestmentIncomeExciseTaxAmt
Subtotal	$25,602	SubtotalAmt
Tax Based On Investment Income	$25,602	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,073	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$30,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$32,073	TotalPaymentsAndCreditsAmt
Overpayment	$6,471	OverpaymentAmt
Applied To ES Tax	$6,471	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

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	$6,870,065	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,024,469	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,894,534	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,894,534	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$133,418	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,761,116	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$438,056	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$438,056	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$25,602	TaxBasedOnInvestmentIncomeAmt
Total Tax	$25,602	TotalTaxAmt
Distributable Before Adj	$412,454	DistributableBeforeAdjAmt
Distributable Before Ded	$412,454	DistributableBeforeDedAmt
Distributable As Adjusted	$412,454	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$339,927	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	$339,927	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$25,602	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$314,325	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$412,454	DistributableAsAdjustedAmt
Undistributed Income PY	$331,460	UndistributedIncomePYAmt
Prior Year1	2015	PriorYear1Yr
Prior Year2	2014	PriorYear2Yr
Prior Year3	2013	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$339,927	QualifyingDistributionsAmt
Applied To Year1	$331,460	AppliedToYear1Amt
Applied To Current Year	$8,467	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
Taxable1	$0	Taxable1Amt
Undistributed Income CY	$403,987	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 (74 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	$7,500
Asolo Repertory Theatre
55555 North Tamiami Trail	Sarasota	FL	34243	n/a	PC	ARTS & CULTURE	$2,500
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	$10,000
MATTHEW 25
413 E JEFFERSON BLVD	FORT WAYNE	PA	46802	n/a	PC	HUMAN SERVICES	$25,000
MOTE MARINE
1600 KEN THOMPSON PARKWAY	SARASOTA	FL	34236	n/a	PC	research and education	$25,000
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	$7,500	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	$10,000
PLEASE TOUCH MUSEUM
MEMORIAL HALL IN FAIRMOUNT PARK	PHILADELPHIA	PA	19131	n/a	PC	EDUCATIONAL	$10,000	4231 AVENUE OF THE REPUBLIC
PROJECT HOME
1515 FAIRMOUNT AVE	PHILADELPHIA	PA	19130	n/a	PC	HUMAN SERVICES	$5,000
POINT PARK COLLEGE
201 WOOD STREET	PITTSBURGH	PA	15222	n/a	PC	EDUCATIONAL	$10,000
RINGLING MUSEUM
5401 BAY SHORE ROAD	SARASOTA	FL	34243	n/a	PC	ARTS & CULTURE	$5,000
SAVE OUR SEABIRDS
1708 KEN THOMPSON PARKWAY	SARASOTA	FL	34236	n/a	PC	EDUCATIONAL	$1,500
SEA TO SHORE ALLIANCE
200 2nd AVENUE SOUTH 315	ST PETERSBURG	FL	33701	n/a	PC	HUMAN SERVICES	$2,500
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	$5,000
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	$2,500
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	$1,000
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	$1,000
Laurel House
123 South Main Street	north wales	PA	19454	n/a	PC	human services	$2,000
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	$2,500
Miss Sarasota Softball
PO Box 7453	Sarasota	FL	34278	n/a	PC	Recreation	$1,500
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	$3,500
Operation Kindness Florida
601 Yardarm Ln	Longboat Key	FL	34228	n/a	PC	human services	$5,000
Players Championship Charities Inc
100 PGA Tour Blvd	Ponte Vedra	FL	32082	n/a	PC	Philanthropy	$1,000
Ronald McDonald House
one KROC Dr	Oak Brook	IL	60523	n/a	PC	Health	$2,500
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 Opera Association Inc
61 North Pineapple Avenue	Sarasota	FL	34236	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/q	PC	swift water rescue vehicle	$1,500
Cardinal Mooney Catholic High School
4171 Fruitville Road	Sarasota	FL	34232	n/a	PC	education	$5,000
Catholic Charities USA
2050 Ballenger Ave Ste 400	Alexandria	VA	22314	n/a	PC	Hurricane Relief	$3,000
Catholic Charities TX
1625 Rutherford Lane	austin	TX	78754	n/a	PC	Hurricane relief	$1,000
Catholic Charities FL
PO Box 6330	Pensacola	FL	32503	n/a	PC	Hurricane Relief	$1,000
Youth Work Foundation
140 S Broad Street	Philadelphia	PA	19102	n/a	PC	Education	$2,500
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	$5,000
Students Run Philly Style
1760 Market Street Suite 1111	Philadelphia	PA	19103	n/a	PC	Human Services	$1,000
Community Foundation of Sarasota County Inc
2635 Fruitville Road	Sarasota	FL	34237	n/a	PC	Human Services	$2,500
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		Human Services	$1,000	Ste 250
Philadelphia Animal Welfare Society
100 N 2nd Street	Philadelphia	PA	19106	n/a	PC	animal related	$1,000
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
CPMC Foundation - Sutter Health
2200 River Plaza Drive	Sacramento	CA	958334134	n/a	PC	Human Services	$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

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$336,000	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Mote Marine	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1600 Ken Thompson Parkway	AddressLine1Txt
City	Sarasota	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34236	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	n/a	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	Research and Education	GrantOrContributionPurposeTxt
Amt	$50,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$50,000	TotalGrantOrContriApprvFutAmt

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	$2,005	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$256,226	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	$1,378,032	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 (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
OVERPAYMENT OF EXCISE TAX	01	$1,573
REFUND OF MANAGEMENT FEE - LNC	01	$75

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,637,911	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,637,911	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	$247,375	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	2,500 shares of American Express stock	NoncashPropertyDesc
Fair Market Value	$247,375	FairMarketValueAmt
Received	2017-12-11	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	GRANT THORNTON TAX PREP FEES	CategoryTxt
Amt	$7,457	Amt
Net Investment Income	$3,728	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,729	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
SOUTHERN COMPANY STOCK	$5,151,390	$5,180,852
MFS INVESTMENTS	$1,658,001	$2,231,311
AMERICAN EXPRESS STOCK	$451,293	$461,493
JP MORGAN STOCK	$306,384	$410,787

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CHARLES SCHWAB CHECK FEE	$10	$10
CHECK PRINTING FEE - PNC	$188	$188

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
2016 FEDERAL TAX OVERPAYMENT	$1,573
LNC Advisor Fee Refund	$75	$75

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
FEDERAL TAXES 2017 ESTIMATE	$500
FEDERAL TAXES 2016 OP APPLIED	$1,573