2024-08-29T13:34:26-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 873103605 DeNicola Family Foundation % COSMO DENICOLA DENI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 cosmo denicola president 2157049955 2024-08-15 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 4325152 X 0 X 35421 35421 72241 72241 -94300 1302575 109350 13362 217012 0 92083 92083 15309 15309 31129 31129 1726 26 18465 18465 21818 21818 26685 3 26682 207215 31158 174357 89367 85500 296582 31158 259857 -283220 185854 901991 841748 841748 3470282 3222305 3483404 4372273 4064053 4325152 25000 25000 0 X 4347273 4064053 4347273 4064053 4372273 4064053 4347273 -283220 4064053 4064053 Publicly-traded Securities 1302575 1193225 109350 109350 109350 2583 2583 2583 2141 0 500 2641 X 0 58 58 false false false false false false false true true PA true false false false false true COSMO DENICOLA 2157049955 1017 Barberry Road Bryn Mawr PA 19010 false false true false true false false false false false false false false false false false false false false false false false Cosmo DeNicola Foundation Source 501 Silverside Rd Wilmington DE 198091377 PRES, DIR, TREAS, COB 1.0 0 0 0 Janet DeNicola Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, VP 1.0 0 0 0 MORGAN DENICOLA 1122 MIFFLIN STREET PHILADELPHIA PA 19148 EXECUTIVE DIRECTOR 40.0 92083 8264 3274782 850202 0 4124984 0 4124984 61875 4063109 203155 203155 2583 2583 200572 200572 200572 259857 0 3867 0 0 263724 200572 51275 2021 2020 2019 263724 51275 200572 11877 11877 0 11877 11877 Cosmo DeNicola Janet DeNicola X A MEANINGFUL PURPOSE 5075 SPRUCE AVE EGG HARBOR TOWNSHIP NJ 08234 N/A PC Installation of a farm to table teaching garden at the Boys & Girls Club in Atlantic City 5000 ANIMAL WELFARE ASSOCIATION INCORPORATED 509 CENTENNIAL BLVD VOORHEES NJ 08043 N/A PC General & Unrestricted 2500 GIVING BACK FUND INC 500 COMMERCIAL ST STE 4R BOSTON MA 02109 N/A PC From The Depths fund 5000 JAWS YOUTH FUND 270 EAGLE POINT RD WEST DEPTFORD NJ 08086 N/A PC General & Unrestricted (see general explanation) 1002 JOHNS HOPKINS UNIVERSITY 750 E PRATT ST 17TH FL BALTIMORE MD 21202 N/A PC Summer Intern Fund Before Medical School 10000 NORRISTOWN ZOOLOGICAL SOCIETY 1661 HARDING BLVD NORRISTOWN PA 19401 N/A PC Charitable Event 1000 NORRISTOWN ZOOLOGICAL SOCIETY 1661 HARDING BLVD NORRISTOWN PA 19401 N/A PC General & Unrestricted 1000 NORRISTOWN ZOOLOGICAL SOCIETY 1661 HARDING BLVD NORRISTOWN PA 19401 N/A PC Charitable Event 2500 RONALD MCDONALD HOUSE CHARITIES OF CENTRAL AND NOR 501 E ROANOKE AVE PHOENIX AZ 85004 N/A PC General & Unrestricted (see general explanation) 4300 TEMPLE UNIVERSITY PO BOX 2890 NEW YORK NY 10116 N/A PC DeNicola Family Foundation COPD and Emphysema Research Fund 25000 THOMAS JEFFERSON UNIVERSITY 125 S 9TH ST SUITE 600 PHILADELPHIA PA 19107 N/A PC General & Unrestricted 15000 GOD FEEDS 201 SWEDE ST NORRISTOWN PA 19401 N/A PC General & Unrestricted 1000 ROBERT W MAXWELL MEMORIAL FOOTBALL CLUB 1600 SENECA RUN AMBLER PA 19002 N/A PC General & Unrestricted 15000 FAMILY PROMISE MONTCO PA 31 S SPRING GARDEN ST AMBLER PA 19002 N/A PC General & Unrestricted (see general explanation) 1065 89367 14 35421 14 72241 18 -94300 13362 13362 false false false false false false false false false false FORM 990-PF, PARTS I AND XIV: FORM 990-PF, PARTS I AND XIV: TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $89,367 Less amount counted as a qualifying distribution on Part XI, Line 2: $3,867 TOTAL Part I, Line 25, Column (d): $85,500 IN-KIND GRANTS PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF GOODS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $3,867 TOTAL BOOK VALUE OF PROPERTY: $3,867 TOTAL CASH PORTION OF GRANTS: $2,500 TOTAL AMOUNT OF GRANTS: $6,367 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: BOOKS UNITS: 24 DATE OF DISTRIBUTION: 2/10/2023 GRANT RECIPIENT: RONALD MCDONALD HOUSE CHARITIES OF CENTRAL AND NORTHERN ARIZONA INC FMV OF PROPERTY: $1,800 BOOK VALUE OF PROPERTY: $1,800 CASH PORTION OF GRANT: $2,500 TOTAL AMOUNT OF GRANT: $4,300 DESCRIPTION OF PROPERTY: SHOES UNITS: 50 DATE OF DISTRIBUTION: 3/15/2023 GRANT RECIPIENT: JAWS YOUTH FUND FMV OF PROPERTY: $1,002 BOOK VALUE OF PROPERTY: $1,002 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,002 DESCRIPTION OF PROPERTY: GROCERIES UNITS: 213 DATE OF DISTRIBUTION: 4/9/2023 GRANT RECIPIENT: FAMILY PROMISE MONTCO PA FMV OF PROPERTY: $1,065 BOOK VALUE OF PROPERTY: $1,065 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,065 ABBOTT LABS 50109 50742 ABBVIE INC 34480 36573 ACCENTURE PLC 63352 73691 ADVANCED MICRO DEVICES INC 16203 24028 ALLEGION PLC 11385 13049 ALPHABET INC CL A 73854 73337 AMAZON COM 91850 84327 AMERICAN ELECTRIC POWER INC 13732 12264 AMERICAN TOWER REIT INC 25257 22236 AMERIPRISE FINANCIAL INC 13725 17092 ANALOG DEVICES INC 31568 34351 ANSYS INC 16023 18507 APPLE INC 59231 75087 APPLIED MATERIALS INC 17155 21393 ASML HOLDING NV NY REG SHS 9280 11354 ASPEN TECHNOLOGY INC COM 13104 15190 AUTOMATIC DATA PROCESSING INC 24451 25860 BENTLEY SYSTEMS INC CL B 21284 23377 BERKLEY W R CP 14158 15771 BLACKROCK INC 31742 31660 BLACKROCK STRAT INC OPP PORTFO 119718 113389 BOSTON SCIENTIFIC 11551 16013 BRIGHT HORIZONS FAMILY SOLUTIO 10476 10555 BROADCOM INC 40187 70324 CHARLES RIV LABORATORIES INTL 15309 16784 CHEMED CORP 10831 12280 CHIPOTLE MEX GRILL 15278 18296 CHOICE HOTELS INTERNATIONAL IN 11623 9857 CHUBB LIMITED 27026 31640 COOPER COMPANIES INC 20172 20057 COSTCO WHOLESALE CORPORATION 18693 24423 DANAHER CORP 10831 10179 DIAGEO PLC ADS 7252 5535 DOLBY LABORATORIES 12677 14220 ELI LILLY & CO 22968 37890 EOG RESOURCES INC 15483 18384 EQUIFAX INC 13627 17063 EXPONENT, INC 11808 12061 EXXON MOBIL CORP 39804 37493 FAIR ISSAC & CO INC 8549 11640 GUGGENHEIM MACRO OPPORTUNITIES 156778 148233 HENRY JACK & ASSOC INC 15285 14543 HOME DEPOT INC 27973 28417 HONEYWELL INTL 37114 39635 INTERACTIVE BROKERS GROUP, INC 12542 11523 INTUIT 19054 27501 INTUITIVE SURGICAL 13283 16531 JOHNSON & JOHNSON 33123 31661 JP MORGAN CHASE 37683 39293 LENNOX INTL INC 16637 20138 LINDE PLC COM 29272 34910 LORD ABBETT INVESTMENT TRUST S 359916 360356 LPL FINANCIAL HOLDINGS INC 16121 16389 MARSH AND MCLENNAN COMPANIES I 21671 25010 MASTERCARD INC 21206 23885 MCDONALD'S CORP 24703 29058 META PLATFORMS INC 44723 52740 MICROSOFT CORP 231275 272253 MORGAN STANLEY 27646 27882 NEXTERA ENERGY, INC 26311 21138 NIKE INC-CL B 24851 18783 NORDSON CP 17732 19284 O'REILLY AUTOMOTIVE INC 11495 16151 ORACLE CORP 31285 42277 PALO ALTO NETWORKS INC 9777 17103 PARKER HANNIFIN CP 10495 14282 PHILLIPS 66 11990 17175 POOL CORP 20735 21530 PROCTER GAMBLE CO 25116 26377 PROLOGIS 29438 32259 REPUBLIC SVCS INC 14492 17975 ROCKWELL AUTOMATION INC 11175 10246 ROLLINS INC 13228 14804 S&P GLOBAL INC COM 13819 15859 SAIA, INC 13080 13585 SALESFORCE.COM 26983 29472 SCHLUMBERGER LTD 9413 12906 SCOTTS CO. CLASS A 7250 8861 SHERWIN-WILLIAMS CO 20558 22145 SITEONE LANDSCAPE SUPPLY INC 13007 13000 STARBUCKS CORP COM 36719 33507 TAIWAN SEMICONDUCTOR MFG CO LT 37852 42328 TELEDYNE TECH INC 11517 13389 TERADYNE INC 15867 16169 THE COCA-COLA CO 54479 54569 THERMO FISHER SCIENTIFIC INC 17537 15924 THOR INDS INC 16975 18447 TJX COMPANIES INC 18331 24391 TRANE TECHNOLOGIES PLC 9314 11463 UNION PACIFIC 45564 48387 UNITED PARCEL SERVICE 34172 27987 UNITEDHEALTH GROUP INC 66430 72653 VANGUARD HEALTH CARE ETF 201301 208081 VISA INC 31999 38271 WATSCO INC 14264 17139 ZEBRA TECHNOLOGIES CORP 12922 13940 ZURN WATER SOLUTIONS 13021 13617 Administrative Fees 18635 18635 Bank Charges 3 3 Cell Phone Expense 1435 1435 Computers/Electronic Devices 3081 3081 OFFICE SUPPLIES 3498 3498 Postage/Delivery Service 33 33 Investment Management Services 31129 31129 990-PF Estimated Tax for 2023 1700 Foreign Tax Paid 26 26