BOSCIA FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: BOSCIA FAMILY FOUNDATION (EIN 20-0614587)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-05-09
IRS object ID: 201701299349101650
Schema version: 2016v3.0
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
Depreciation Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-09T14:18:42-05:00	ReturnTs
Tax Period End	2016-12-31	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	2016-01-01	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	150 Monument Road Ste 403	AddressLine1Txt
City	Bala Cynwyd	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19004	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANGELA FAZZI	PersonNm
Person Title	Officer	PersonTitleTxt
Phone	6106498566	PhoneNum
Signature	2017-05-15	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	38.84.128.189	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	23695320171295000001	FederalOriginalSubmissionId
Federal Original Submission Id	2017-05-09	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	585A28526E0AE2E2D284C17CEEE8F25490CB42CF	AtSubmissionCreationDeviceId
At Submission Filing Device Id	3DA3975D9A97E87D8475A8F8D9445E617357126D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,757,888	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	$306,384	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,496	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,496	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$128,688	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$128,688	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$32,469	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$32,469	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$32,469	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$469,037	TotalRevAndExpnssAmt
Total Net Invst Incm	$162,653	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss	$3,800	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$75	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$75	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$3,875	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$75	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$299,750	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$299,750	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$303,625	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$75	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$299,750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$165,412	ExcessRevenueOverExpensesAmt
Net Investment Income	$162,578	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,692	CashBOYAmt
Cash EOY	$70,728	CashEOYAmt
Cash EOYFMV	$70,728	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$969,450	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$693,491	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$693,491	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$5,919,980	CorporateStockBOYAmt
Corporate Stock EOY	$6,295,315	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,993,669	CorporateStockEOYFMVAmt
Total Assets BOY	$6,894,122	TotalAssetsBOYAmt
Total Assets EOY	$7,059,534	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,757,888	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$6,894,122	RetainedEarningBOYAmt
Retained Earning EOY	$7,059,534	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,894,122	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,059,534	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,894,122	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,059,534	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,894,122	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$165,412	ExcessRevenueOverExpensesAmt
Subtotal	$7,059,534	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$7,059,534	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAIN DIVIDENDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gain Or Loss	$32,469	GainOrLossAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$32,469	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$182,759	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$7,312,156	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.024994	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$170,782	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$6,782,484	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.02518	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$182,941	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$5,345,850	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.034221	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$197,990	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$3,962,193	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.04997	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$180,915	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$4,092,088	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.044211	DistributionYr5Rt
Total Distribution	0.178576	TotalDistributionRt
Average Distribution	0.035715	AverageDistributionRt
Net Vl Noncharitable Assets	$6,691,664	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$238,993	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,626	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$240,619	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$299,750	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	$1,626	InvestmentIncomeExciseTaxAmt
Subtotal	$1,626	SubtotalAmt
Tax Based On Investment Income	$1,626	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,199	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,199	TotalPaymentsAndCreditsAmt
Overpayment	$1,573	OverpaymentAmt
Applied To ES Tax	$1,573	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
150 Monument Road Suite 403	Bala Cynwyd	PA	19004	PRESIDENT	0.5	$0	$0	$0
DONNA L BOSCIA
150 Monument Road Suite 403	Bala Cynwyd	PA	19004	VP/ ASST TREASURER	0.5	$0	$0	$0
NICOLE M BOSCIA
150 Monument Road SUITE 403	Bala Cynwyd	PA	19004	TREASURER/ASST SEC	0.5	$0	$0	$0
BRANDON J BOSCIA
150 Monument Road SUITE 403	Bala Cynwyd	PA	19004	SECRETARY	0.5	$0	$0	$0
Angela M Fazzi
150 Monument Road Suite 403	Bala Cynwyd	PA	19004	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	$5,808,599	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$984,969	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,793,568	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$6,793,568	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$101,904	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,691,664	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$334,583	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$334,583	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,626	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,626	TotalTaxAmt
Distributable Before Adj	$332,957	DistributableBeforeAdjAmt
Distributable Before Ded	$332,957	DistributableBeforeDedAmt
Distributable As Adjusted	$332,957	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$299,750	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	$299,750	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1,626	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$298,124	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$332,957	DistributableAsAdjustedAmt
Undistributed Income PY	$298,253	UndistributedIncomePYAmt
Prior Year1	2014	PriorYear1Yr
Prior Year2	2013	PriorYear2Yr
Prior Year3	2012	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$299,750	QualifyingDistributionsAmt
Applied To Year1	$298,253	AppliedToYear1Amt
Applied To Current Year	$1,497	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	$331,460	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 (59 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	$5,000
Asolo Repertory Theatre
55555 North Tamiami Trail	Sarasota	FL	34243	n/a	PC	ARTS & CULTURE	$10,000
THE BARNES FOUNDATION
2025 Benjamin Franklin Parkway	PHILADELPHIA	PA	19130	n/a	PC	ARTS & CULTURE	$2,500
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	$2,500
HABITAT FOR HUMANITY - SARASOTA
1757 North East Avenue	Sarasota	FL	34234	n/a	PC	Human Services	$5,000
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	$50,000
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	$5,000	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	$5,000
PLEASE TOUCH MUSEUM
MEMORIAL HALL IN FAIRMOUNT PARK	PHILADELPHIA	PA	19131	n/a	PC	EDUCATIONAL	$5,000	4231 AVENUE OF THE REPUBLIC
PROJECT HOME
1515 FAIRMOUNT AVE	PHILADELPHIA	PA	19130	n/a	PC	HUMAN SERVICES	$15,000
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	$10,000
Boys and Girls Club of Sarasota
1790 21st Street	Sarasota	FL	34234	n/a	PC	HUMAN SERVICES	$5,000
Police Athletic League - Sarasota
PO Box 2400	Sarasota	FL	343202400	n/a	PC	Human Services	$2,500
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	$2,500
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
Baycrest Foundation
1925 Golden Gate Blvd W	Naples	FL	34120	n/a	PC	Human Services	$200
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	$1,000
Central Catholic High School
4720 Fifth Avenue	Pittsburgh	PA	15213	n/a	PC	Educational	$5,800
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
Foundations of union league
140 S Broad St	Philadelphia	PA	19102	n/a	PC	arts & Culture	$5,000
friends of avalon volunteer fire co
PO Box 361	Avalon	NJ	08202	n/a	PC	Public Safety	$1,000
humane society of SARASOTA county
2331 15th st	sarasota	FL	34237	n/a	PC	animal related	$250
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	$3,000
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	$2,500
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	$2,500
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

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$299,750	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Matthew 25
413 E Jefferson Blvd	Fort Wayne	IN	46802	n/a	PC	Human Services	$25,000
Mote Marine
1600 Ken Thompson Parkway	Sarasota	FL	34236	n/a	PC	Research and Education	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$75,000	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	$1,496	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$128,688	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	$32,469	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$162,653	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$162,653	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	$306,384	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	3,900 shares of JP Morgan stock	NoncashPropertyDesc
Fair Market Value	$306,384	FairMarketValueAmt
Received	2016-11-23	ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
LINCOLN NATIONAL CORP STOCK	$4,064,456	$5,400,580
SOUTHERN COMPANY STOCK	$154,880	$191,680
MFS INVESTMENTS	$1,565,677	$1,911,844
AMERICAN EXPRESS STOCK	$203,918	$161,887
JP MORGAN STOCK	$306,384	$327,678

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	LINCOLN FINANCIAL ADVISORS FEE	Desc
Revenue And Expenses Per Books	$75	RevenueAndExpensesPerBooksAmt
Net Investment Income	$75	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES 2015 EXTENSION	CategoryTxt
Amt	$3,800	Amt