STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BOSCIA FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BOSCIA FAMILY FOUNDATION (EIN 20-0614587)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201603209349101700
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T10:42:36-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET STREET SUITE 700AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200614587EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Boscia Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JON A BOSCIAInCareOfNm
Business Name ControlBOSCBusinessNameControlTxt
Phone6106498566PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 Monument Road Ste 403AddressLine1Txt
CityBala CynwydCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELA FAZZIPersonNm
Person TitleOfficerPersonTitleTxt
Phone6106498566PhoneNum
Signature2016-10-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael S JacksonPreparerPersonNm
PTINP00236684PTIN
Phone2155614200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,298,186FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,383InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,383InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$112,664DividendsRevAndExpnssAmt
Dividends Net Invst Incm$112,664DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,745NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$43,745GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,745CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$457,792TotalRevAndExpnssAmt
Total Net Invst Incm$157,792TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,519AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,760AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,759AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,219TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,738TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,760TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,759TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$181,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$181,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$187,738TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,760TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$182,759TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$270,054ExcessRevenueOverExpensesAmt
Net Investment Income$156,032NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,263CashBOYAmt
Cash EOY$4,692CashEOYAmt
Cash EOYFMV$4,692CashEOYFMVAmt
Sav And Temp Cash Invst BOY$775,648SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$969,450SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$969,450SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,839,157CorporateStockBOYAmt
Corporate Stock EOY$5,919,980CorporateStockEOYAmt
Corporate Stock EOYFMV$6,324,044CorporateStockEOYFMVAmt
Total Assets BOY$6,624,068TotalAssetsBOYAmt
Total Assets EOY$6,894,122TotalAssetsEOYAmt
Total Assets EOYFMV$7,298,186TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$6,624,068RetainedEarningBOYAmt
Retained Earning EOY$6,894,122RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,624,068TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,894,122TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,624,068TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,894,122TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,624,068TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$270,054ExcessRevenueOverExpensesAmt
Subtotal$6,894,122SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,894,122TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAIN DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gain Or Loss$43,745GainOrLossAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$43,745CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$170,782AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,782,484NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.02518DistributionYr1Rt
Adjusted Qlfy Distri Yr2$182,941AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,345,850NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034221DistributionYr2Rt
Adjusted Qlfy Distri Yr3$197,990AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,962,193NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04997DistributionYr3Rt
Adjusted Qlfy Distri Yr4$180,915AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,092,088NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044211DistributionYr4Rt
Adjusted Qlfy Distri Yr5$201,890AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,483,085NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057963DistributionYr5Rt
Total Distribution0.211545TotalDistributionRt
Average Distribution0.042309AverageDistributionRt
Net Vl Noncharitable Assets$7,312,156NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$309,370AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,560NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$310,930AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$182,759QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,121InvestmentIncomeExciseTaxAmt
Subtotal$3,121SubtotalAmt
Tax Based On Investment Income$3,121TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,520EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$3,800AppliedToEsTaxAmt
Total Payments And Credits$6,320TotalPaymentsAndCreditsAmt
Overpayment$3,199OverpaymentAmt
Applied To ES Tax$3,199AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JON A BOSCIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6106498566PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11313 WESTWAY DRIVEAddressLine1Txt
CitysarasotaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JON A BOSCIA
150 Monument Road Suite 403Bala CynwydPA19004PRESIDENT0.5$0$0$0
DONNA L BOSCIA
150 Monument Road Suite 403Bala CynwydPA19004VP/ ASST TREASURER0.5$0$0$0
NICOLE M BOSCIA
C/O JON DONNA BOSCIABala CynwydPA19004TREASURER/ASST SEC0.5$0$0$0
BRANDON J BOSCIA
C/O JON DONNA BOSCIABala CynwydPA19004SECRETARY0.5$0$0$0
Angela M Fazzi
150 Monument Road Suite 403Bala CynwydPA19004Assistant Treasurer0.5$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,624,942AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$798,567AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,423,509TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,423,509AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$111,353CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,312,156NetVlNoncharitableAssetsAmt
Minimum Investment Return$365,608MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$365,608MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,121TaxBasedOnInvestmentIncomeAmt
Total Tax$3,121TotalTaxAmt
Distributable Before Adj$362,487DistributableBeforeAdjAmt
Distributable Before Ded$362,487DistributableBeforeDedAmt
Distributable As Adjusted$362,487DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$182,759ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$182,759QualifyingDistributionsAmt
Adjusted Qualifying Distri$182,759AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$362,487DistributableAsAdjustedAmt
Undistributed Income PY$118,525UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Qualifying Distributions$182,759QualifyingDistributionsAmt
Applied To Year1$118,525AppliedToYear1Amt
Applied To Current Year$64,234AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$298,253UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJON A BOSCIAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
All Faiths Food Bank
8171 Blaikie CtSarasotaFL34240n/aPCHUMAN SERVICES$5,000
Asolo Repretory Theatre
55555 North Tamiami TrailSarasotaFL34243n/aPCARTS & CULTURE$5,000
THE BARNES FOUNDATION
2025 Benjamin Franklin ParkwayPHILADELPHIAPA19130n/aPCARTS & CULTURE$2,500
Children's Guardian Fund
1445 Second StreetSarasotaFL342364905n/aPCHuman Services$2,500
Eagles Youth Partnership
NOVACARE COMPLEXPhiladelphiaPA19145n/aPCOPERATING FUND$5,000ONE NOVACARE WAY
The Franklin Institute
222 North 20th StPhiladelphiaPA19103n/aPCYear-End Gift$25,000
HABITAT FOR HUMANITY SRQ
1757 North East AvenueSarasotaFL34234n/aPCHuman Services$5,000
MATTHEW 25
413 E JEFFERSON BLVDFORT WAYNEPA46802n/aPCHUMAN SERVICES$5,000
MOTE MARINE
1600 KEN THOMPSON PARKWAYSARASOTAFL34236n/aPCresearch and education$5,000
THE NEW COLLEGE FOUNDATION
THE KEATING CENTERSARASOTAFL34243n/aPCSCHOLARSHIP FUND$5,0005800 BAY SHORE ROAD
PENNSYLVANIA BALLET
1819 JOHN F KENNEDY BLVDPHILADELPHIAPA19103n/aPCArts & Culture$2,500210
PHILABUNDANCE
3616 GALLOWAY STREETPhiladelphiaPA19148n/aPCHUMAN SERVICES$5,000PO BOX 37555
PHILADELPHIA FUTURES
230 S BROAD STREET 7APhiladelphiaPA19102n/aPCArts & Culture$10,000
PHILADELPHIA ZOO
3400 WEST GIRARD AVENUEPhiladelphiaPA191041196n/aPCEDUCATIONAL$5,000
PLEASE TOUCH MUSEUM
MEMORIAL HALL IN FAIRMOUNT PARKPHILADELPHIAPA19131n/aPCEDUCATIONAL$2,5004231 AVENUE OF THE REPUBLIC
PROJECT HOME
1515 FAIRMOUNT AVEPHILADELPHIAPA19130n/aPCHUMAN SERVICES$25,000
POINT PARK COLLEGE
201 WOOD STREETPITTSBURGHPA15222n/aPCEDUCATIONAL$10,000
RINGLAND MUSEUM
5401 BAY SHORE ROADSARASOTAFL34243n/aPCARTS & CULTURE$5,000
SAVE OUR SEABIRDS
1708 KEN THOMPSON PARKWAYSARASOTAFL34236n/aPCEDUCATIONAL$1,500
SEA TO SHORE ALLIANCE
200 2nd AVENUE SOUTH 315ST PETERSBURGFL33701n/aPCHUMAN SERVICES$2,500
SARASOTA FILM FESTIVAL
332 Cocoanut AvenueSARASOTAFL34236n/aPCARTS & CULTURE$1,000
TEMPLE UNIVERSITY
1801 N BROAD STREETPHILADELPHIAPA19122n/aPCEDUCATIONAL$5,000
Boys and Girls Club of Sarasota
1790 21st StreetSarasotaFL34234n/aPCHUMAN SERVICES$5,000
Police Athletic League - Sarasota
PO Box 2400SarasotaFL343202400n/aPCHuman Services$5,000
Girls Inc
1315 Walnut St 1400PhiladelphiaPA19107n/aPCHuman Services$5,000
Police Athletic League - PA
2524 E CLEARFIELD STREETPHILADELPHIAPA19134N/APCHuman Services$2,500
Ringling College of Art & Design
2700 N Tamiami TrailSarasotaFL34234N/APCEDUCATIONAL$5,000
Selah Freedom
PO Box 21415SarasotaFL34276N/APCHuman Services$2,500
K9s for Warriors
114 Camp K9 RoadPonte Vedra BeachFL32081n/aPChuman services$15,000
Students Run Philly Style
1500 Market StreetPhiladelphiaPA19102n/aPCHuman Services$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$181,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,383ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112,664ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$43,745ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$157,792ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$157,792TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJon and Donna BosciaContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11313 Westway DriveAddressLine1Txt
CitySarasotaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
FieldValueIRS element (for citing)
Total Contributions$300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,519Amt
Net Investment Income$1,760NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,759DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LINCOLN NATIONAL CORP STOCK$4,064,456$4,212,735
SOUTHERN COMPANY STOCK$154,880$182,440
MFS INVESTMENTS$1,496,726$1,774,858
AMERICAN EXPRESS STOCK$203,918$154,011

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAXES 2014 BALANCE DUE$699
EST EXCISE TAX FOR 2015$2,520