BOSCIA FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BOSCIA FAMILY FOUNDATION (EIN 20-0614587)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201431329349100613
- Schema version
- 2013v3.1
- 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 Land Schedule2
- Land Etc Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T10:56:16-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite 403 | AddressLine2 |
| City | Bala Cynwyd | City |
| State | PA | State |
| ZIP Code | 19004 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jon Boscia | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2157018890 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael S Jackson | PreparerPersonNm |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,757,491 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,563 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,563 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,507 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,606 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $345,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,627 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,882 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,941 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,941 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,106 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,941 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $181,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $181,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $182,941 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $157,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,686 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,483 | CashBOYAmt |
| Cash EOY | $9,887 | CashEOYAmt |
| Cash EOYFMV | $9,887 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $725,342 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $886,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $886,905 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,525,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,569,359 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,860,699 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,308,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,466,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,757,491 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,308,906 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,466,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,308,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,466,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,308,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,466,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,308,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $157,245 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,466,151 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,466,151 | 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 | $12,507 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,507 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $197,990 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,962,193 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04997 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $180,915 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,092,088 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $201,890 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,483,085 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057963 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $280,890 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,723,314 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103143 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $223,265 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,711,060 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047392 | DistributionYr5Rt |
| Total Distribution | 0.302679 | TotalDistributionRt |
| Average Distribution | 0.060536 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,345,850 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $323,616 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $907 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $324,523 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $182,941 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,814 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,814 | SubtotalAmt |
| Tax Based On Investment Income | $1,814 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,606 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,606 | TotalPaymentsAndCreditsAmt |
| Overpayment | $792 | OverpaymentAmt |
| Applied To ES Tax | $792 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | ||||||||
| C/O JON DONNA BOSCIA | Bala Cynwyd | PA | 19004 | TREASURER/ASST SEC | 0.5 | $0 | $0 | $0 |
| BRANDON J BOSCIA | ||||||||
| C/O JON DONNA BOSCIA | 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 | $4,649,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $777,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,427,259 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,427,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,409 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,345,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $267,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $267,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,814 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,814 | TotalTaxAmt |
| Distributable Before Adj | $265,479 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $265,479 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $265,479 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $182,941 | 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 | $182,941 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $182,941 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,479 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $98,684 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,941 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,214 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,839 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $182,941 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $182,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $82,538 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $82,538 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,301 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $47,301 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,146 | ExcessFromYear4Amt |
| Excess From Year3 | $28,941 | ExcessFromYear3Amt |
| Excess From Year1 | $2,214 | ExcessFromYear1Amt |
| 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 | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| The Abraham Lincoln Foundation | ||||||||
| 140 South Broad St | PHILADELPHIA | PA | 19102 | n/a | PC | US Golf Classic Fundraiser | $5,000 | |
| Academy of Music | ||||||||
| 1420 Locust Street | PHILADELPHIA | PA | 19102 | n/a | PC | Arts & Culture | $2,500 | |
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Ct | Sarasota | FL | 34240 | n/a | PC | HUMAN SERVICES | $2,500 | |
| Asolo Repretory Theatre | ||||||||
| 55555 North Tamiami Trail | Sarasota | FL | 34243 | n/a | PC | ARTS & CULTURE | $2,500 | |
| THE BARNES FOUNDATION | ||||||||
| 2025 Benjamin Franklin Parkway | PHILADELPHIA | PA | 19130 | n/a | PC | HUMAN SERVICES | $2,500 | |
| Children's Guardian Fund | ||||||||
| 1445 Second Street | Sarasota | FL | 342364905 | n/a | PC | Human Services | $1,000 | |
| Covenant House | ||||||||
| 417 Callowhill Street | Philadelphia | PA | 19123 | n/a | PC | Human Services | $2,000 | |
| 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 | Year-End Gift | $25,000 | |
| HABITAT FOR HUMANITY NCP | ||||||||
| 1829 N 19TH STREET | PHILADELPHIA | PA | 19121 | n/a | PC | Human Services | $5,000 | |
| Indiana University-Purdue University Fort Wayne | ||||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 468051499 | n/a | PC | EDUCATIONAL | $2,500 | |
| Kimmel Center | ||||||||
| 300 S Broad Street | Philadelphia | PA | 19102 | n/a | PC | Arts & Culture | $5,000 | |
| LAUREL HOUSE | ||||||||
| 123 SOUTH MAIN STREET | NORTH WALES | PA | 19454 | n/a | PC | Human Services | $3,000 | |
| LBK Center of the Arts | ||||||||
| 6860 Longboat Drive S | Longboat Key | FL | 34228 | n/a | PC | Educational | $1,000 | |
| MATTHEW 25 | ||||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | PA | 46802 | n/a | PC | HUMAN SERVICES | $2,500 | |
| MOTE MARINE | ||||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | n/a | PC | HUMAN SERVICES | $5,000 | |
| THE NEW COLLEGE FOUNDATION | ||||||||
| THE KEATING CENTER | SARASOTA | FL | 34243 | n/a | PC | SCHOLARSHIP FUND | $3,000 | 5800 BAY SHORE ROAD |
| PENNSYLVANIA BALLET | ||||||||
| 1819 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19103 | n/a | PC | Arts & Culture | $2,500 | 210 |
| 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 MUSEUM OF ART | ||||||||
| 26TH ST AND THE BENJAMIN FRANKLIN P | PHILADELPHIA | PA | 19130 | n/a | PC | ARTS & CULTURE | $2,500 | |
| PHILADELPHIA ZOO | ||||||||
| 3400 WEST GIRARD AVENUE | Philadelphia | PA | 191041196 | n/a | PC | EDUCATIONAL | $5,500 | |
| PHILLY POPS | ||||||||
| 260 SOUTH BROAD STREET 16TH FLOOR | Philadelphia | PA | 19102 | n/a | PC | ARTS & CULTURE | $5,000 | |
| PLEASE TOUCH MUSEUM | ||||||||
| MEMORIAL HALL IN FAIRMOUNT PARK | PHILADELPHIA | PA | 19131 | n/a | PC | EDUCATIONAL | $1,000 | 4231 AVENUE OF THE REPUBLIC |
| PROJECT HOME | ||||||||
| 1515 FAIRMOUNT AVE | PHILADELPHIA | PA | 19130 | n/a | PC | HUMAN SERVICES | $25,000 | |
| 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 | $2,500 | |
| SAFE PLACE RAPE AND CRISIS | ||||||||
| 2139 MAIN STREET | SARASOTA | FL | 34237 | n/a | PC | HUMAN SERVICES | $1,000 | |
| SAVE OUR SEABIRDS | ||||||||
| 1708 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | n/a | PC | EDUCATIONAL | $1,000 | |
| SEA TO SHORE ALLIANCE | ||||||||
| 200 2nd AVENUE SOUTH 315 | ST PETERSBURG | FL | 33701 | n/a | PC | HUMAN SERVICES | $1,000 | |
| SARASOTA FILM FESTIVAL | ||||||||
| 332 Cocoanut Avenue | SARASOTA | FL | 34236 | n/a | PC | ARTS & CULTURE | $1,000 | |
| TEMPLE UNIVERSITY | ||||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | n/a | PC | EDUCATIONAL | $10,000 | |
| WOMEN IN TRANSITION | ||||||||
| 21 S 12TH STREET | PHILADELPHIA | PA | 19107 | n/a | PC | HUMAN SERVICES | $3,000 | |
| Boys and Girls Club | ||||||||
| 1518 Walnut Street Ste 605 | Philadelphia | PA | 19102 | n/a | PC | HUMAN SERVICES | $1,000 | |
| Legacy Youth Tennis | ||||||||
| 4842 Ridge Ave | Philadelphia | PA | 19129 | n/a | PC | EDUCATIONAL | $1,000 | |
| Phillipine Red Cross | ||||||||
| 2221 Chestnut Street | Philadelphia | PA | 19103 | n/a | PC | HUMAN SERVICES | $10,000 | |
| Students Run Philly Style | ||||||||
| 260 South Broad Street 18th Floor | Philadelphia | PA | 19102 | n/a | PC | Human Services | $500 | |
| Big Cat Habitat | ||||||||
| 7101 Palmer Blvd | Sarasota | FL | 34240 | n/a | PC | HUMAN SERVICES | $1,000 | |
| Central Catholic High School | ||||||||
| 4720 Fifth Avenue | PittsBurgh | PA | 15213 | n/a | PC | Human Services | $5,000 | |
| Police Athletic League - Sarasota | ||||||||
| PO Box 2400 | Sarasota | FL | 343202400 | n/a | PC | Human Services | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $181,000 | TotalGrantOrContriPdDurYrAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,120 | 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 | $12,507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL TAX REFUND | 01 | $500 |
| FEDERAL TAX OVERPAYMENT | 01 | $2,106 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $95,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,233 | 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 | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,882 | Amt |
| Net Investment Income | $1,941 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,941 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LINCOLN NATIONAL CORP STOCK | $4,064,456 | $4,105,006 |
| SOUTHERN COMPANY STOCK | $154,880 | $163,480 |
| MFS INVESTMENTS | $1,350,023 | $1,592,213 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Tax Refund | $500 |
| 2012 Federal Overpayment | $2,106 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES 2013 ESTIMATE | $1,000 |
| 2012 FED OVERPAYMENT APPLIED | $2,106 |