THE THOMAS ROSATO FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS ROSATO FOUNDATION (EIN 77-0607983)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-13
- IRS object ID
- 201442879349100704
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-13T15:07:41-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 770607983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Thomas Rosato Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FOUNDATION SOURCE | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas M Rosato | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 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 | $2,783,042 | 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 | $220,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $770 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $770 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,327 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $21,327 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $204,062 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $202,636 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $446,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,733 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,247 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,077 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,628 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $182,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $258,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $164,367 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $324,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $324,588 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,337,054 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,434,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,458,454 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,501,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,759,528 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,783,042 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,501,421 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,759,528 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,501,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,759,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,501,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,759,528 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,501,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $258,107 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,759,528 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,759,528 | 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 | PropertyDesc |
| Gain Or Loss | $21,327 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,327 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $109,542 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,356,466 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046486 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,430 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,254,307 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045881 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,063 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,079,641 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039941 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,686 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,533,364 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042838 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,033 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,009,241 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05552 | DistributionYr5Rt |
| Total Distribution | 0.230666 | TotalDistributionRt |
| Average Distribution | 0.046133 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,555,010 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $117,870 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,237 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $182,728 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,237 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,237 | SubtotalAmt |
| Tax Based On Investment Income | $2,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,780 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,180 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,943 | OverpaymentAmt |
| Applied To ES Tax | $2,300 | AppliedToESTaxAmt |
| Refund | $643 | RefundAmt |
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 | 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 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Judy Eng | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Donald Rosato | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Thomas M Rosato | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $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 | $135,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,458,454 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,593,919 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,593,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,909 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,555,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,237 | TotalTaxAmt |
| Distributable Before Adj | $125,514 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $125,514 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $125,514 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $182,728 | 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 | $182,728 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,237 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $180,491 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,514 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $5,700 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,700 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $182,728 | QualifyingDistributionsAmt |
| Applied To Current Year | $125,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,214 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,914 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $62,914 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,700 | ExcessFromYear2Amt |
| Excess From Current Year | $57,214 | ExcessFromCurrentYearAmt |
| 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK 46R CONSERVATION TRUST | |||||||
| 38 CHARTER OAK PL ste 5 | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $1,000 |
| ADIRONDACK MOUNTAIN CLUB INC | |||||||
| 814 GOGGINS RD | LAKE GEORGE | NY | 12845 | N/A | PC | General & Unrestricted | $1,000 |
| ADIRONDACK SKI TOURING COUNCIL INC | |||||||
| PO BOX 565 | LAKE PLACID | NY | 12946 | N/A | PC | General & Unrestricted | $2,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY ST | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $2,500 |
| APPALACHIAN TRAIL CONSERVANCY | |||||||
| PO BOX 807 | HARPERS FERRY | WV | 25425 | N/A | PC | General & Unrestricted | $3,000 |
| AYN RAND INST THE CTR FOR THE ADV of objectivism | |||||||
| 2121 ALTON PKWY STE 250 | IRVINE | CA | 92606 | N/A | PC | General & Unrestricted | $2,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| DOMINICAN REPUBLIC EDUCATION AND MENTORING PROJECT | |||||||
| 916 WILLIAMS RD ste 2 | COLCHESTER | VT | 05446 | N/A | PC | General & Unrestricted | $85,800 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE STE 420 | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $5,000 |
| FRANCISVALE HOME FOR SMALLER ANIMALS | |||||||
| 328 UPPER GULPH RD | RADNOR | PA | 19087 | N/A | PC | General & Unrestricted | $3,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $1,000 |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | N/A | PC | General & Unrestricted | $5,000 |
| LUDWIGS CORNER HORSE SHOW ASSOCIATION FOUNDATION | |||||||
| PO BOX 754 | UWCHLAND | PA | 19480 | N/A | SO I | General & Unrestricted | $5,000 |
| MAIN LINE RESCUE INC | |||||||
| PO BOX 89 | CHESTER SPRGS | PA | 19425 | N/A | PC | General & Unrestricted | $1,000 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1411 K ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $3,000 |
| NATIONAL BRAIN TUMOR SOCIETY INC | |||||||
| 55 CHAPEL ST STE 200 | NEWTON | MA | 02458 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 30 S 17TH ST STE 800 | PHILADELPHIA | PA | 19103 | N/A | PC | New Jersey, Cherry Hill Bike MS: City to Shore 2013 program | $1,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1201 EYE ST NW STE 550B | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $2,000 |
| PHILADELPHIA SOC FOR THE PRESERVATION OF LANDMarks | |||||||
| 321 S 4TH ST | PHILADELPHIA | PA | 19106 | N/A | PC | Grumblethorpe Garden Fund | $10,000 |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2121 WARD COURT NW 5TH FL | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $3,000 |
| SAINT JAMES SCHOOL | |||||||
| 3217 W CLEARFIELD ST | PHILADELPHIA | PA | 19132 | N/A | PC | General & Unrestricted | $5,000 |
| SPECIAL OLYMPICS PENNSYLVANIA INC | |||||||
| 2570 BLVD OF THE GENERALS STE 124 | NORRISTOWN | PA | 19403 | N/A | PC | General & Unrestricted | $2,000 |
| SPECTRUM INC | |||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | N/A | PC | General & Unrestricted | $6,000 |
| ST PETER LUTHERAN CHURCH | |||||||
| 1239 CLOVER MILL RD | CHESTER SPRGS | PA | 19425 | N/A | PC | General & Unrestricted | $1,000 |
| TEMPLE UNIVERSITY | |||||||
| 1801 N Broad Street | PHILADELPHIA | PA | 19122 | N/A | PC | Athletic Department | $1,000 |
| TEMPLE UNIVERSITY | |||||||
| 1801 N Broad Street | PHILADELPHIA | PA | 19122 | N/A | PC | Owl Club Athletics Fund | $1,000 |
| TRUSTEES OF THE UPENN - School of Medicine | |||||||
| 3535 MARKET ST STE 750 | PHILADELPHIA | PA | 19104 | N/A | PC | Abramson Cancer Center | $1,800 |
| UPPER MERION PARK & HISTORIC FOUNDATION | |||||||
| PO BOX 60875 | KING OF PRUSSIA | PA | 19406 | N/A | PC | General & Unrestricted | $2,000 |
| WETLANDS INSTITUTE | |||||||
| 1075 STONE HARBOR BLVD | STONE HARBOR | NJ | 08247 | N/A | PC | General & Unrestricted | $1,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,100 | 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 | $770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | $21,327 | 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 |
|---|---|---|
| K-1 Inc/Loss | 14 | $202,636 |
| Federal Tax Refund | 01 | $1,426 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $226,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $226,159 | 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 | Rosato Thomas M | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 995 Old Eagle School Rd | AddressLine1 |
| City | Wayne | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $220,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ARGUS CAPITAL MANAGEMENT LP | CategoryOrItemTxt |
| Book Value | $2,434,940 | BookValueAmt |
| EOYFMV | $2,458,454 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $16,603 | $16,603 | |
| K-1 EXP ARGUS CAPITAL MGT | $1,077 | $1,077 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ARGUS CAPITAL MANAGEMENT LP | $202,636 | $202,636 |
| Federal Tax Refund | $1,426 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $2,400 |
| 990-PF Excise Tax for 2012 | $1,847 |