BOSCIA FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BOSCIA FAMILY FOUNDATION (EIN 20-0614587)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201343169349101079
- Schema version
- 2012v2.1
- 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
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T15:07:22-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 3100 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200614587 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boscia Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JON A BOSCIA | InCareOfName |
| Name Control | BOSC | NameControl |
| Phone | 6106498566 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Monument Road | AddressLine1 |
| Address Line2 | Suite 403 | AddressLine2 |
| City | Bala Cynwyd | City |
| State | PA | State |
| ZIP Code | 19004 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jon Boscia | Name |
| Title | Officer | Title |
| Phone | 6106498566 | Phone |
| Date Signed | 2013-11-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael S Jackson | Name |
| Phone | 2155614200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4383229 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 250000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1493 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1493 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 67752 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 67752 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 49055 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1165154 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 49055 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 50 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 368350 | TotalRevenueAndExpenses |
| Total Net Investment Income | 118300 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1475 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1475 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7724 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 95 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 25 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10699 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1580 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1490 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 196500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 196500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 207199 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1580 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 197990 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 161151 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 116720 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 81943 | CashBOY |
| Cash EOY | 58483 | CashEOY |
| Cash EOYFMV | 58483 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 623849 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 725342 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 725342 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4219336 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4219336 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2242212 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1197647 | InvestmentsOtherBOY |
| Investments Other EOY | 1305745 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1357192 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6122775 | TotalAssetsBOY |
| Total Assets EOY | 6308906 | TotalAssetsEOY |
| Total Assets EOYFMV | 4383229 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 6122775 | RetainedEarningsBOY |
| Retained Earnings EOY | 6308906 | RetainedEarningsEOY |
| Total Net Assets BOY | 6122775 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6308906 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6122775 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6308906 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6122775 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 161151 | ExcessOfRevenueOverExpenses |
| Other Increases | 24979 | OtherIncreases |
| Subtotal | 6308905 | Subtotal |
| Total Net Assets Fund Balances EOY | 6308905 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| DELAWARE FUNDS - LONG TERM | P | 1113105 | 1068486 | 44619 | 44619 |
| DELAWARE FUNDS - SHORT TERM | 48665 | 47613 | 1052 | 1052 | |
| CAPITAL GAIN DIVIDENDS | P | 3384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 49055 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 180915 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4092088 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044211 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 201890 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3483085 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057963 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 280890 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2723314 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.103143 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 223265 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4711060 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047392 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 236265 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6264000 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.037718 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.290427 | TotalDistributionRatio |
| Average Distribution Ratio | 0.058085 | AverageDistributionRatio |
| Net Noncharitable Assets | 3962193 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 230144 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1167 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 231311 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 197990 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2334 | InvestmentIncomeExciseTax |
| Subtotal | 2334 | Subtotal |
| Tax Based On Investment Income | 2334 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4440 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4440 | TotalCreditsAndPayments |
| Overpayment | 2106 | Overpayment |
| Amount Credited To Next Year | 2106 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JON A BOSCIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6106498566 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 WESTWAY DRIVE | AddressLine1 |
| City | sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JON A BOSCIA | ||||||||
| 150 Monument Road Suite 403 | Bala Cynwyd | PA | 19004 | PRESIDENT | 0 | 0 | 0 | 0 |
| DONNA L BOSCIA | ||||||||
| 150 Monument Road Suite 403 | Bala Cynwyd | PA | 19004 | VP/ ASST TREASURER | 0 | 0 | 0 | 0 |
| NICOLE M BOSCIA | ||||||||
| C/O JON DONNA BOSCIA | Bala Cynwyd | PA | 19004 | TREASURER/ASST SEC | 0 | 0 | 0 | 0 |
| BRANDON J BOSCIA | ||||||||
| C/O JON DONNA BOSCIA | Bala Cynwyd | PA | 19004 | SECRETARY | 0 | 0 | 0 | 0 |
| Angela M Fazzi | ||||||||
| 150 Monument Road Suite 403 | Bala Cynwyd | PA | 19004 | Assistant Treasurer | 0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3334276 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 688255 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4022531 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4022531 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 60338 | CashDeemedCharitable |
| Net Noncharitable Assets | 3962193 | NetNoncharitableAssets |
| Minimum Investment Return | 198110 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 198110 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2334 | TaxBasedOnInvestmentIncome |
| Total Tax | 2334 | TotalTax |
| Distributable Amount Before Adj | 195776 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 195776 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 195776 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 197990 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 197990 | QualifyingDistributions |
| Adj Qualifying Distributions | 197990 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 195776 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 98684 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 28941 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 127625 | TotalExcessDistriCarryover |
| Qualifying Distributions | 197990 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 195776 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2214 | RemainingDistriFromCorpus |
| Total Corpus | 129839 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 129839 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 98684 | ExcessFromYear3 |
| Excess From Year2 | 28941 | ExcessFromYear2 |
| Excess From Current Year | 2214 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JON A BOSCIA | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| The Abraham Lincoln Foundation | ||||||||
| 140 South Broad St | PHILADELPHIA | PA | 19102 | NONE | NONPROFIT ORGANIZATI | US Golf Classic Fundraiser | $6,500 | |
| Academy of Music | ||||||||
| 1420 Locust Street | PHILADELPHIA | PA | 19102 | NONE | NONPROFIT ORGANIZATI | Arts & Culture | $5,000 | |
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Ct | Sarasota | FL | 34240 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $2,500 | |
| Asolo Repretory Theatre | ||||||||
| 55555 North Tamiami Trail | Sarasota | FL | 34243 | NONE | NONPROFIT ORGANIZATI | ARTS & CULTURE | $2,500 | |
| THE BARNES FOUNDATION | ||||||||
| 2025 Benjamin Franklin Parkway | PHILADELPHIA | PA | 19130 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $2,500 | |
| Buildon | ||||||||
| PO Box 16741 | Stamford | CT | 06905 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $2,500 | |
| Central Catholic HS | ||||||||
| 4720 FIFTH AVENUE | Pittsburgh | PA | 15213 | NONE | Nonprofit Organizati | Human Services | $5,000 | |
| Children's Guardian Fund | ||||||||
| 1445 Second Street | Sarasota | FL | 342364905 | NONE | Nonprofit Organizati | Human Services | $1,000 | |
| Covenant House | ||||||||
| 417 Callowhill Street | Philadelphia | PA | 19123 | NONE | Nonprofit Organizati | Human Services | $3,000 | |
| Eagles Youth Partnership | ||||||||
| NOVACARE COMPLEX | Philadelphia | PA | 19145 | NONE | Nonprofit Organizati | OPERATING FUND | $5,000 | ONE NOVACARE WAY |
| The ECHO Foundation | ||||||||
| 1125 E Morehead Street | Charlotte | NC | 28204 | NONE | Nonprofit Organizati | Human Services | $2,500 | Suite 106 |
| The Franklin Institute | ||||||||
| 222 North 20th St | Philadelphia | PA | 19103 | NONE | Nonprofit Organizati | Year-End Gift | $25,000 | |
| Foundations of the Union League | ||||||||
| 140 South Broad Street | Philadelphia | PA | 19102 | NONE | Nonprofit Organizati | Arts & Culture | $10,000 | |
| Genesis Health Services | ||||||||
| 101 East State Street | Kennett Square | PA | 19348 | NONE | Nonprofit Organizati | Human Services | $1,000 | |
| GWIZ | ||||||||
| 1001 Boulevard of the Arts | Sarasota | FL | 34236 | NONE | Nonprofit Organizati | EDUCATIONAL | $1,000 | |
| HABITAT FOR HUMANITY NCP | ||||||||
| 1829 N 19TH STREET | PHILADELPHIA | PA | 19121 | NONE | Nonprofit Organizati | Human Services | $5,500 | |
| Indiana University-Purdue University Fort Wayne | ||||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 468051499 | NONE | Nonprofit Organizati | EDUCATIONAL | $5,000 | |
| Kimmel Center | ||||||||
| 300 S Broad Street | Philadelphia | PA | 19102 | NONE | Nonprofit Organizati | Arts & Culture | $10,000 | |
| LAUREL HOUSE | ||||||||
| 123 SOUTH MAIN STREET | NORTH WALES | PA | 19454 | NONE | Nonprofit Organizati | Human Services | $3,000 | |
| LBK Center of the Arts | ||||||||
| 6860 Longboat Drive S | Longboat Key | FL | 34228 | NONE | Nonprofit Organizati | Educational | $1,000 | |
| MATTHEW 25 | ||||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | PA | 46802 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $3,000 | |
| MOTE MARINE | ||||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $2,500 | |
| THE NEW COLLEGE FOUNDATION | ||||||||
| THE KEATING CENTER | SARASOTA | FL | 34243 | NONE | SCHOLARSHIP FUND | $3,000 | 5800 BAY SHORE ROAD | |
| PENNSYLVANIA BALLET | ||||||||
| 1819 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19103 | NONE | NONPROFIT ORGANIZATI | Arts & Culture | $5,000 | 210 |
| PHILABUNDANCE | ||||||||
| 3616 GALLOWAY STREET | Philadelphia | PA | 19148 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $5,000 | PO BOX 37555 |
| PHILADELPHIA FUTURES | ||||||||
| 230 S BROAD STREET 7A | Philadelphia | PA | 19102 | NONE | NONPROFIT ORGANIZATI | Arts & Culture | $10,000 | |
| PHILADELPHIA MUSEUM OF ART | ||||||||
| 26TH ST AND THE BENJAMIN FRANKLIN P | PHILADELPHIA | PA | 19130 | NONPROFIT ORGANIZATI | ARTS & CULTURE | $2,500 | ||
| PHILADELPHIA ZOO | ||||||||
| 3400 WEST GIRARD AVENUE | Philadelphia | PA | 191041196 | NONPROFIT ORGANIZATI | EDUCATIONAL | $5,000 | ||
| PHILLY POPS | ||||||||
| 260 SOUTH BROAD STREET 16TH FLOOR | Philadelphia | PA | 19102 | NONE | NONPROFIT ORGANIZATI | ARTS & CULTURE | $5,000 | |
| PLEASE TOUCH MUSEUM | ||||||||
| MEMORIAL HALL IN FAIRMOUNT PARK | PHILADELPHIA | PA | 19131 | NONE | NONPROFIT ORGANIZATI | EDUCATIONAL | $1,000 | 4231 AVENUE OF THE REPUBLIC |
| POLICE ATHLETIC LEAGUE - PA | ||||||||
| 2524 E CLEARFIELD STREET | PHILADELPHIA | PA | 19134 | NONE | NONPROFIT ORGANIZATI | Human Services | $2,500 | |
| POLICE ATHLETIC LEAGUE-SARASOTA | ||||||||
| PO BOX 2400 | SARASOTA | FL | 342302400 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $1,000 | |
| PROJECT HOME | ||||||||
| 1515 FAIRMOUNT AVE | PHILADELPHIA | PA | 19130 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $15,000 | |
| POINT PARK COLLEGE | ||||||||
| 201 WOOD STREET | PITTSBURGH | PA | 15222 | NONE | NONPROFIT ORGANIZATI | EDUCATIONAL | $15,000 | |
| RINGLING MUSEUM | ||||||||
| 5401 BAY SHORE ROAD | SARASOTA | FL | 34243 | NONE | NONPROFIT ORGANIZATI | ARTS & CULTURE | $2,500 | |
| SAFE PLACE RAPE AND CRISIS | ||||||||
| 2139 MAIN STREET | SARASOTA | FL | 34237 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $1,000 | |
| SARASOTA FILM FESTIVAL | ||||||||
| 332 COCOANUT AVENUE | SARASOTA | FL | 34236 | NONE | NONPROFIT ORGANIZATI | ARTS & CULTURE | $1,000 | |
| SAVE OUR SEABIRDS | ||||||||
| 1708 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | NONE | NONPROFIT ORGANIZATI | EDUCATIONAL | $1,000 | |
| SEA TO SHORE ALLIANCE | ||||||||
| 200 2nd AVENUE SOUTH 315 | ST PETERSBURG | FL | 33701 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $1,000 | |
| SARASOTA INSTITUTE OF LIFETIME LEARNING | ||||||||
| 1001 BOULEVARD OF THE ARTS | SARASOTA | FL | 34236 | NONE | NONPROFIT ORGANIZATI | EDUCATIONAL | $1,000 | |
| TEMPLE UNIVERSITY | ||||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | NONPROFIT ORGANIZATI | EDUCATIONAL | $10,000 | |
| WINNING THE FIGHT INC | ||||||||
| 701 WARREN ROAD | LUTZ | FL | 33548 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $1,000 | |
| WOMEN IN TRANSITION | ||||||||
| 21 S 12TH STREET | PHILADELPHIA | PA | 19107 | NONE | NONPROFIT ORGANIZATI | HUMAN SERVICES | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 196500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $69,245 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $49,055 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,300 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 118300 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Jon and Donna Boscia | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 Westway Drive | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 250000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,950 | Amount |
| Net Investment Income | 1475 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1475 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| LINCOLN NATIONAL CORP STOCK | 4064456 | 2069852 |
| SOUTHERN COMPANY STOCK | 154880 | 172360 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| DELAWARE INVESTMENTS | 0 | 0 |
| MFS INVESTMENTS | 1305745 | 1357192 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 10 | 10 | |
| PENNSYLVANIA REGISTRATION FEE | 15 | 15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bank fee adjustment | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR COST BASIS ADJUSTMENT | Description |
| Amount | $24,979 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $95 | 95 |
| FEDERAL TAXES 2011 TAX DUE | $3,189 | |
| FEDERAL TAXES 2012 ESTIMATE | $4,440 |