THE THOMAS ROSATO FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS ROSATO FOUNDATION (EIN 77-0607983)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-21
- IRS object ID
- 202512339349101001
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-21T13:11:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770607983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Thomas Rosato Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Rosato | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,279,440 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57,164 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,164 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,565 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $35,565 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $749,940 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $690,592 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,342,669 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $783,321 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,208 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,208 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,759 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $205 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,554 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $950 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,300 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $33,527 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,435 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,092 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $292,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $292,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $358,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $983,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $779,681 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,287,297 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,489,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,489,980 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,984,704 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,765,946 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,789,460 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,272,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,255,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,279,440 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,272,001 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,255,926 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,272,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,255,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,272,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,255,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,272,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $983,925 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,255,926 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,255,926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Passthrough K1 Capital Gain/(Loss) | PropertyDesc |
| Gain Or Loss | $35,565 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,565 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,838 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,838 | SubtotalAmt |
| Tax Based On Investment Income | $10,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,384 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $15,384 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,546 | OverpaymentAmt |
| Applied To ES Tax | $4,546 | 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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Judy Eng | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Amy Jordan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 5.0 | $12,500 | $33 | $0 |
| Thomas M Rosato | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,198,293 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,789,460 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,987,753 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,987,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,867,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $393,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $393,397 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,838 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,363 | IncomeTaxAmt |
| Total Tax | $12,201 | TotalTaxAmt |
| Distributable Before Adj | $381,196 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $381,196 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $381,196 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,804 | 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 | $338,804 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $381,196 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $21,007 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,881 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $55,888 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $338,804 | QualifyingDistributionsAmt |
| Applied To Current Year | $338,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $42,392 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $42,392 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,496 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,496 | ExcessFromYear4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Judy Eng | ContributingManagerNm |
| Contributing Manager | Thomas M Rosato | ContributingManagerNm |
| Shareholder Manager | THOMAS M ROSATO | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADIRONDACK 46R CONSERVATION TRUST | |||||||||||
| 12 COBB ST | SOUTH PORTLAND | ME | 04106 | N/A | PC | General & Unrestricted | $5,000 | ||||
| ADIRONDACK MOUNTAIN CLUB INC | |||||||||||
| 494 MAPLE AVE STE 1 | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $5,000 | ||||
| ADIRONDACK SKI TOURING COUNCIL INC | |||||||||||
| PO BOX 843 | LAKE PLACID | NY | 12946 | N/A | PC | General & Unrestricted | $5,000 | ||||
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $10,000 | ||||
| AMURTEL INC | |||||||||||
| PO BOX 232 | WARREN | VT | 05674 | N/A | PC | Baan Unrak Foundation | $10,000 | ||||
| APPALACHIAN MOUNTAIN CLUB | |||||||||||
| 10 CITY SQ | CHARLESTOWN | MA | 02129 | N/A | PC | General & Unrestricted | $5,000 | ||||
| APPALACHIAN TRAIL CONSERVANCY | |||||||||||
| PO BOX 807 | HARPERS FERRY | WV | 25425 | N/A | PC | General & Unrestricted | $5,000 | ||||
| AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT | |||||||||||
| 6 HUTTON CENTRE DR STE 600 | SANTA ANA | CA | 92707 | N/A | PC | General & Unrestricted | $5,000 | ||||
| CENTRO DE ENSENANZA CORAL CEC | |||||||||||
| N/A | PC | General & Unrestricted | $32,000 | CALLE 5 CALLEJON DE LA LOMA | CABARETE PUERTO PLATA | DR | 57000 | ||||
| DOMINICAN REPUBLIC EDUCATION AND MENTORING PROJECT | |||||||||||
| 13 WINTER LN | MILTON | VT | 05468 | N/A | PC | General & Unrestricted | $70,000 | ||||
| FISHER HOUSE FOUNDATION INC | |||||||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $5,000 | ||||
| FRANCISVALE HOME FOR SMALLER ANIMALS | |||||||||||
| 328 UPPER GULPH RD | RADNOR | PA | 19087 | N/A | PC | General & Unrestricted | $5,000 | ||||
| HERITAGE FOUNDATION | |||||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $10,000 | ||||
| LEGADO DE ESPERANZA FOUNDATION | |||||||||||
| 2810 N CHURCH ST PMB 88261 | WILMINGTON | DE | 19801 | N/A | PC | General & Unrestricted | $26,000 | ||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 | ||||
| NATIONAL PARK FOUNDATION | |||||||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 | ||||
| PETSMART CHARITIES INC | |||||||||||
| 19601 N 27TH AVE | PHOENIX | AZ | 85027 | N/A | PC | General & Unrestricted | $10,000 | ||||
| RAILS TO TRAILS CONSERVANCY | |||||||||||
| 2445 M ST NW STW 650 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $5,000 | ||||
| SEMPER FI & AMERICAS FUND | |||||||||||
| 825 COLLEGE BLVD STE 102 PMB 609 | OCEANSIDE | CA | 92057 | N/A | PC | General & Unrestricted | $10,000 | ||||
| SPECIAL OLYMPICS PENNSYLVANIA INC | |||||||||||
| 2570 BLVD OF THE GENERALS STE 124 | NORRISTOWN | PA | 19403 | N/A | PC | General & Unrestricted | $10,000 | ||||
| SPECTRUM INC | |||||||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | N/A | PC | General & Unrestricted | $6,000 | ||||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||||||
| STE 1400 STEINBERG-DIETRICH HALL | PHILADELPHIA | PA | 19104 | N/A | PC | Sunil Singhal Research fund | $12,500 | ||||
| TURNING POINT USA INC | |||||||||||
| 4940 EAST BEVERLY RD | PHOENIX | AZ | 85044 | N/A | PC | General & Unrestricted | $10,000 | ||||
| UPPER MERION PARK & HISTORIC FOUNDATION | |||||||||||
| 889 CROTON RD | WAYNE | PA | 19087 | N/A | PC | General & Unrestricted | $5,000 | ||||
| UPPER MERION POLICE ASSOCIATION | |||||||||||
| PO BOX 61262 | KNG OF PRUSSA | PA | 19406 | N/A | PC | General & Unrestricted | $10,000 | ||||
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $292,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,164 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,565 | 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 | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $8,210 | 14 | $740,902 |
| Federal Tax Refund | 01 | $828 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,210 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $834,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $842,669 | 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 | Thomas M Rosato | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 Alderbrook Drive | AddressLine1Txt |
| City | Wayne | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARGUS CAPITAL MANAGEMENT LP | $3,489,622 | $3,513,136 |
| ODYSSEUS CAPITAL PARTNERS, L.P | $3,276,324 | $3,276,324 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,759 | LegalFeesAmt |
| Net Investment Income | $205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,554 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $29,154 | $29,154 | |
| K-1 Exp ARGUS CAPITAL MANAGEME | $3,435 | $3,435 | |
| Payroll Processing Fees | $913 | $913 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ARGUS CAPITAL MANAGEMENT LP | $473,781 | $446,727 |
| K-1 Inc/Loss ODYSSEUS CAPITAL PARTNERS, L.P | $275,331 | $243,865 |
| Federal Tax Refund | $828 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Philanthropic Consulting Srvcs | CategoryTxt |
| Amt | $950 | Amt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $15,300 |
| 990-PF Extension for 2023 | $1,000 |