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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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-12T15:07:22-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET STREET SUITE 3100AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200614587EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Boscia Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% JON A BOSCIAInCareOfName
Name ControlBOSCNameControl
Phone6106498566Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 Monument RoadAddressLine1
Address Line2Suite 403AddressLine2
CityBala CynwydCity
StatePAState
ZIP Code19004ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJon BosciaName
TitleOfficerTitle
Phone6106498566Phone
Date Signed2013-11-05DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMichael S JacksonName
Phone2155614200Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY4383229FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss250000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss1493InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1493InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss67752DividendsRevAndExpnss
Dividends Net Invst Incm67752DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss49055NetGainSaleAssetsRevAndExpnss
Gross Sales Price1165154GrossSalesPrice
Capital Gain Net Incm Net Invst Incm49055CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss50OtherIncomeRevAndExpnss
Total Revenue And Expenses368350TotalRevenueAndExpenses
Total Net Investment Income118300TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Accounting Fees Rev And Expnss2950AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1475AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps1475AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss7724TaxesRevAndExpnss
Taxes Net Invst Incm95TaxesNetInvstIncm
Other Expenses Rev And Expnss25OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm10OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps15OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss10699TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1580TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1490TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss196500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps196500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss207199TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1580TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps197990TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses161151ExcessOfRevenueOverExpenses
Net Investment Income116720NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY81943CashBOY
Cash EOY58483CashEOY
Cash EOYFMV58483CashEOYFMV
Savings And Temp Cash Invst BOY623849SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY725342SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV725342SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY4219336InvestmentsCorpStockBOY
Investments Corp Stock EOY4219336InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2242212InvestmentsCorpStockEOYFMV
Investments Other BOY1197647InvestmentsOtherBOY
Investments Other EOY1305745InvestmentsOtherEOY
Investments Other EOYFMV1357192InvestmentsOtherEOYFMV
Total Assets BOY6122775TotalAssetsBOY
Total Assets EOY6308906TotalAssetsEOY
Total Assets EOYFMV4383229TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY6122775RetainedEarningsBOY
Retained Earnings EOY6308906RetainedEarningsEOY
Total Net Assets BOY6122775TotalNetAssetsBOY
Total Net Assets EOY6308906TotalNetAssetsEOY
Total Liabilities Net Assets BOY6122775TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY6308906TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY6122775TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses161151ExcessOfRevenueOverExpenses
Other Increases24979OtherIncreases
Subtotal6308905Subtotal
Total Net Assets Fund Balances EOY6308905TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
DELAWARE FUNDS - LONG TERMP111310510684864461944619
DELAWARE FUNDS - SHORT TERM486654761310521052
CAPITAL GAIN DIVIDENDSP3384
FieldValueIRS element (for citing)
Capital Gain Net Income49055CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1180915QualifyingDistributionsYear1
Noncharitable Assets Year14092088NoncharitableAssetsYear1
Distribution Ratio Year10.044211DistributionRatioYear1
Qualifying Distributions Year2201890QualifyingDistributionsYear2
Noncharitable Assets Year23483085NoncharitableAssetsYear2
Distribution Ratio Year20.057963DistributionRatioYear2
Qualifying Distributions Year3280890QualifyingDistributionsYear3
Noncharitable Assets Year32723314NoncharitableAssetsYear3
Distribution Ratio Year30.103143DistributionRatioYear3
Qualifying Distributions Year4223265QualifyingDistributionsYear4
Noncharitable Assets Year44711060NoncharitableAssetsYear4
Distribution Ratio Year40.047392DistributionRatioYear4
Qualifying Distributions Year5236265QualifyingDistributionsYear5
Noncharitable Assets Year56264000NoncharitableAssetsYear5
Distribution Ratio Year50.037718DistributionRatioYear5
Total Distribution Ratio0.290427TotalDistributionRatio
Average Distribution Ratio0.058085AverageDistributionRatio
Net Noncharitable Assets3962193NetNoncharitableAssets
Adjusted Noncharitable Assets230144AdjustedNoncharitableAssets
One Percent Net Investment Income1167OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One231311AdjNonchrtblAssetsAndOnePct
Qualifying Distributions197990QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax2334InvestmentIncomeExciseTax
Subtotal2334Subtotal
Tax Based On Investment Income2334TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment4440EstTaxPaymentsAndOverpayment
Total Credits And Payments4440TotalCreditsAndPayments
Overpayment2106Overpayment
Amount Credited To Next Year2106AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1JON A BOSCIABusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number6106498566BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11313 WESTWAY DRIVEAddressLine1
CitysarasotaCity
StateFLState
ZIP Code34236ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JON A BOSCIA
150 Monument Road Suite 403Bala CynwydPA19004PRESIDENT0000
DONNA L BOSCIA
150 Monument Road Suite 403Bala CynwydPA19004VP/ ASST TREASURER0000
NICOLE M BOSCIA
C/O JON DONNA BOSCIABala CynwydPA19004TREASURER/ASST SEC0000
BRANDON J BOSCIA
C/O JON DONNA BOSCIABala CynwydPA19004SECRETARY0000
Angela M Fazzi
150 Monument Road Suite 403Bala CynwydPA19004Assistant Treasurer0000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
FieldValueIRS element (for citing)
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities3334276AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances688255AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4022531TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets4022531AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable60338CashDeemedCharitable
Net Noncharitable Assets3962193NetNoncharitableAssets
Minimum Investment Return198110MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return198110MinimumInvestmentReturn
Tax Based On Investment Income2334TaxBasedOnInvestmentIncome
Total Tax2334TotalTax
Distributable Amount Before Adj195776DistributableAmountBeforeAdj
Distributable Amount Before Ded195776DistributableAmountBeforeDed
Distributable Amount As Adjusted195776DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions197990ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions197990QualifyingDistributions
Adj Qualifying Distributions197990AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted195776DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12010PriorYear1
Prior Year22009PriorYear2
Prior Year32008PriorYear3
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year398684ExcessDistriCarryoverYear3
Excess Distri Carryover Year228941ExcessDistriCarryoverYear2
Total Excess Distri Carryover127625TotalExcessDistriCarryover
Qualifying Distributions197990QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Current Year195776AppliedToCurrentYear
Remaining Distri From Corpus2214RemainingDistriFromCorpus
Total Corpus129839TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year129839ExcessDistriCyovToNextYear
Excess From Year398684ExcessFromYear3
Excess From Year228941ExcessFromYear2
Excess From Current Year2214ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJON A BOSCIAContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
The Abraham Lincoln Foundation
140 South Broad StPHILADELPHIAPA19102NONENONPROFIT ORGANIZATIUS Golf Classic Fundraiser$6,500
Academy of Music
1420 Locust StreetPHILADELPHIAPA19102NONENONPROFIT ORGANIZATIArts & Culture$5,000
All Faiths Food Bank
8171 Blaikie CtSarasotaFL34240NONENONPROFIT ORGANIZATIHUMAN SERVICES$2,500
Asolo Repretory Theatre
55555 North Tamiami TrailSarasotaFL34243NONENONPROFIT ORGANIZATIARTS & CULTURE$2,500
THE BARNES FOUNDATION
2025 Benjamin Franklin ParkwayPHILADELPHIAPA19130NONENONPROFIT ORGANIZATIHUMAN SERVICES$2,500
Buildon
PO Box 16741StamfordCT06905NONENONPROFIT ORGANIZATIHUMAN SERVICES$2,500
Central Catholic HS
4720 FIFTH AVENUEPittsburghPA15213NONENonprofit OrganizatiHuman Services$5,000
Children's Guardian Fund
1445 Second StreetSarasotaFL342364905NONENonprofit OrganizatiHuman Services$1,000
Covenant House
417 Callowhill StreetPhiladelphiaPA19123NONENonprofit OrganizatiHuman Services$3,000
Eagles Youth Partnership
NOVACARE COMPLEXPhiladelphiaPA19145NONENonprofit OrganizatiOPERATING FUND$5,000ONE NOVACARE WAY
The ECHO Foundation
1125 E Morehead StreetCharlotteNC28204NONENonprofit OrganizatiHuman Services$2,500Suite 106
The Franklin Institute
222 North 20th StPhiladelphiaPA19103NONENonprofit OrganizatiYear-End Gift$25,000
Foundations of the Union League
140 South Broad StreetPhiladelphiaPA19102NONENonprofit OrganizatiArts & Culture$10,000
Genesis Health Services
101 East State StreetKennett SquarePA19348NONENonprofit OrganizatiHuman Services$1,000
GWIZ
1001 Boulevard of the ArtsSarasotaFL34236NONENonprofit OrganizatiEDUCATIONAL$1,000
HABITAT FOR HUMANITY NCP
1829 N 19TH STREETPHILADELPHIAPA19121NONENonprofit OrganizatiHuman Services$5,500
Indiana University-Purdue University Fort Wayne
2101 E COLISEUM BLVDFORT WAYNEIN468051499NONENonprofit OrganizatiEDUCATIONAL$5,000
Kimmel Center
300 S Broad StreetPhiladelphiaPA19102NONENonprofit OrganizatiArts & Culture$10,000
LAUREL HOUSE
123 SOUTH MAIN STREETNORTH WALESPA19454NONENonprofit OrganizatiHuman Services$3,000
LBK Center of the Arts
6860 Longboat Drive SLongboat KeyFL34228NONENonprofit OrganizatiEducational$1,000
MATTHEW 25
413 E JEFFERSON BLVDFORT WAYNEPA46802NONENONPROFIT ORGANIZATIHUMAN SERVICES$3,000
MOTE MARINE
1600 KEN THOMPSON PARKWAYSARASOTAFL34236NONENONPROFIT ORGANIZATIHUMAN SERVICES$2,500
THE NEW COLLEGE FOUNDATION
THE KEATING CENTERSARASOTAFL34243NONESCHOLARSHIP FUND$3,0005800 BAY SHORE ROAD
PENNSYLVANIA BALLET
1819 JOHN F KENNEDY BLVDPHILADELPHIAPA19103NONENONPROFIT ORGANIZATIArts & Culture$5,000210
PHILABUNDANCE
3616 GALLOWAY STREETPhiladelphiaPA19148NONENONPROFIT ORGANIZATIHUMAN SERVICES$5,000PO BOX 37555
PHILADELPHIA FUTURES
230 S BROAD STREET 7APhiladelphiaPA19102NONENONPROFIT ORGANIZATIArts & Culture$10,000
PHILADELPHIA MUSEUM OF ART
26TH ST AND THE BENJAMIN FRANKLIN PPHILADELPHIAPA19130NONPROFIT ORGANIZATIARTS & CULTURE$2,500
PHILADELPHIA ZOO
3400 WEST GIRARD AVENUEPhiladelphiaPA191041196NONPROFIT ORGANIZATIEDUCATIONAL$5,000
PHILLY POPS
260 SOUTH BROAD STREET 16TH FLOORPhiladelphiaPA19102NONENONPROFIT ORGANIZATIARTS & CULTURE$5,000
PLEASE TOUCH MUSEUM
MEMORIAL HALL IN FAIRMOUNT PARKPHILADELPHIAPA19131NONENONPROFIT ORGANIZATIEDUCATIONAL$1,0004231 AVENUE OF THE REPUBLIC
POLICE ATHLETIC LEAGUE - PA
2524 E CLEARFIELD STREETPHILADELPHIAPA19134NONENONPROFIT ORGANIZATIHuman Services$2,500
POLICE ATHLETIC LEAGUE-SARASOTA
PO BOX 2400SARASOTAFL342302400NONENONPROFIT ORGANIZATIHUMAN SERVICES$1,000
PROJECT HOME
1515 FAIRMOUNT AVEPHILADELPHIAPA19130NONENONPROFIT ORGANIZATIHUMAN SERVICES$15,000
POINT PARK COLLEGE
201 WOOD STREETPITTSBURGHPA15222NONENONPROFIT ORGANIZATIEDUCATIONAL$15,000
RINGLING MUSEUM
5401 BAY SHORE ROADSARASOTAFL34243NONENONPROFIT ORGANIZATIARTS & CULTURE$2,500
SAFE PLACE RAPE AND CRISIS
2139 MAIN STREETSARASOTAFL34237NONENONPROFIT ORGANIZATIHUMAN SERVICES$1,000
SARASOTA FILM FESTIVAL
332 COCOANUT AVENUESARASOTAFL34236NONENONPROFIT ORGANIZATIARTS & CULTURE$1,000
SAVE OUR SEABIRDS
1708 KEN THOMPSON PARKWAYSARASOTAFL34236NONENONPROFIT ORGANIZATIEDUCATIONAL$1,000
SEA TO SHORE ALLIANCE
200 2nd AVENUE SOUTH 315ST PETERSBURGFL33701NONENONPROFIT ORGANIZATIHUMAN SERVICES$1,000
SARASOTA INSTITUTE OF LIFETIME LEARNING
1001 BOULEVARD OF THE ARTSSARASOTAFL34236NONENONPROFIT ORGANIZATIEDUCATIONAL$1,000
TEMPLE UNIVERSITY
1801 N BROAD STREETPHILADELPHIAPA19122NONENONPROFIT ORGANIZATIEDUCATIONAL$10,000
WINNING THE FIGHT INC
701 WARREN ROADLUTZFL33548NONENONPROFIT ORGANIZATIHUMAN SERVICES$1,000
WOMEN IN TRANSITION
21 S 12TH STREETPHILADELPHIAPA19107NONENONPROFIT ORGANIZATIHUMAN SERVICES$3,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year196500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments
Int On Savings And Temp Cash InvstIntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$69,245ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$49,055ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$118,300ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA118300TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJon and Donna BosciaContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11313 Westway DriveAddressLine1
CitySarasotaCity
StateFLState
ZIP Code34236ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions250000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$2,950Amount
Net Investment Income1475NetInvestmentIncome
Disbursements Charitable Prps1475DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
LINCOLN NATIONAL CORP STOCK40644562069852
SOUTHERN COMPANY STOCK154880172360

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemBook ValueBookValueEOYFMVEOYFMV
DELAWARE INVESTMENTS00
MFS INVESTMENTS13057451357192

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK FEES1010
PENNSYLVANIA REGISTRATION FEE1515

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionBank fee adjustmentDescription
Revenue And Expenses Per Books50RevenueAndExpensesPerBooks

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionPRIOR YEAR COST BASIS ADJUSTMENTDescription
Amount$24,979Amount

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
FOREIGN TAXES$9595
FEDERAL TAXES 2011 TAX DUE$3,189
FEDERAL TAXES 2012 ESTIMATE$4,440