THE THOMAS ROSATO FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS ROSATO FOUNDATION (EIN 77-0607983)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201331339349101588
- Schema version
- 2012v2.2
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T03:03:43-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770607983 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Thomas Rosato Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas M Rosato | Name |
| Title | President | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2513529 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 110000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 409 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 409 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4046 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 4046 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 369020 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 369020 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 483475 | TotalRevenueAndExpenses |
| Total Net Investment Income | 373475 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 11460 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 17894 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1129 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 16765 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 29354 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1129 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 16765 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 96500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 96500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 125854 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1129 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 113265 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 357621 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 372346 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2143800 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 164367 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 164367 | SavingsAndTempCashInvstEOYFMV |
| Investments Other EOY | 2337054 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2349162 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2143800 | TotalAssetsBOY |
| Total Assets EOY | 2501421 | TotalAssetsEOY |
| Total Assets EOYFMV | 2513529 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2143800 | RetainedEarningsBOY |
| Retained Earnings EOY | 2501421 | RetainedEarningsEOY |
| Total Net Assets BOY | 2143800 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2501421 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2143800 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2501421 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2143800 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 357621 | ExcessOfRevenueOverExpenses |
| Subtotal | 2501421 | Subtotal |
| Total Net Assets Fund Balances EOY | 2501421 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Passthrough K1 Capital Gain | DescriptionOfAsset |
| Gain Or Loss | 4046 | GainOrLoss |
| Gains Minus Excess Or Losses | 4046 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4046 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 103430 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2254307 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.045881 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 83063 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2079641 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.039941 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 65686 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1533364 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.042838 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 56033 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1009241 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.055520 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 48682 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1203178 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.040461 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.224641 | TotalDistributionRatio |
| Average Distribution Ratio | 000.044928 | AverageDistributionRatio |
| Net Noncharitable Assets | 2356466 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 105871 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3723 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 109594 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 113265 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3723 | InvestmentIncomeExciseTax |
| Subtotal | 3723 | Subtotal |
| Tax Based On Investment Income | 3723 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1900 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1900 | TotalCreditsAndPayments |
| Tax Paid Original Return | 1900 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 24 | PenaltyForUnderpayment |
| Tax Due | 1847 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Judy Eng | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Dir | 001.00 | 0 |
| Donald Rosato | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Dir | 001.00 | 0 |
| Thomas M Rosato | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Pres / Dir / Sec | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 145885 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2246466 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2392351 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2392351 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 35885 | CashDeemedCharitable |
| Net Noncharitable Assets | 2356466 | NetNoncharitableAssets |
| Minimum Investment Return | 117823 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 117823 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3723 | TaxBasedOnInvestmentIncome |
| Total Tax | 3723 | TotalTax |
| Distributable Amount Before Adj | 114100 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 114100 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 114100 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 113265 | ExpensesAndContributions |
| Qualifying Distributions | 113265 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3723 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 109542 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 114100 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 6535 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6535 | TotalExcessDistriCarryover |
| Qualifying Distributions | 113265 | QualifyingDistributions |
| Applied To Current Year | 113265 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 835 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 835 | ExcessDistriCyovAppliedCY |
| Total Corpus | 5700 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 5700 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 5700 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Judy Eng | ContributingManager |
| Contributing Manager | Thomas M Rosato | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADIRONDACK 46R CONSERVATION TRUST | |||||||
| 38 CHARTER OAK PL UNIT 5 | HARTFORD | CT | 06106 | N/A | 509a1 | General Unrestricted | $1,000 |
| ADIRONDACK MOUNTAIN CLUB INC | |||||||
| 814 GOGGINS RD | LAKE GEORGE | NY | 12845 | N/A | 509a2 | General Unrestricted | $1,000 |
| ADIRONDACK SKI TOURING COUNCIL INC | |||||||
| PO BOX 843 | LAKE PLACID | NY | 12946 | N/A | 509a1 | General Unrestricted | $2,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY ST | BOSTON | MA | 02108 | N/A | 509a1 | General Unrestricted | $2,500 |
| APPALACHIAN TRAIL CONSERVANCY | |||||||
| 799 WASHINGTON ST | HARPERS FERRY | WV | 25425 | N/A | 509a2 | General Unrestricted | $3,000 |
| AYN RAND INSTITUTE | |||||||
| 2121 ALTON PKWY STE 250 | IRVINE | CA | 92606 | N/A | 509a1 | General Unrestricted | $2,000 |
| CATO INSTITUTE | |||||||
| 1000 MASS AVE NW | WASHINGTON | DC | 20001 | N/A | 509a1 | General Unrestricted | $1,000 |
| DOMINICAN REPUB ED & MENTORING PROJECT | |||||||
| 916 WILLIAMS RD UNIT 2 | COLCHESTER | VT | 05446 | N/A | 509a1 | General Unrestricted | $24,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE STE 420 | ROCKVILLE | MD | 20850 | N/A | 509a1 | General Unrestricted | $5,000 |
| FRANCISVALE HOME FOR SMALLER ANIMALS | |||||||
| 328 UPPER GULPH RD | RADNOR | PA | 19087 | N/A | 509a1 | General Unrestricted | $3,000 |
| FRIENDS OF AUBURNTAHOE VISTA | |||||||
| 13420 LINCOLN WAY | AUBURN | CA | 95603 | N/A | 509a1 | General Unrestricted | $1,000 |
| GEORGE W BUSH FOUNDATION | |||||||
| 6116 N CENTRAL EXPY | DALLAS | TX | 75206 | N/A | 509a1 | General Unrestricted | $1,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | 509a1 | General Unrestricted | $1,000 |
| HONOR SOCIETY OF PHI KAPPA PHI | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | 509a2 | General Unrestricted | $1,000 |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD STE 102 | OCEANSIDE | CA | 92057 | N/A | 509a1 | General Unrestricted | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC-EASTERN PENNSYLVANIA CHAPTER | |||||||
| 2 INTERNATIONAL PLZ STE 310 | PHILADELPHIA | PA | 19113 | N/A | 509a1 | Team in Training Program | $1,000 |
| LUDWIGS CORNER HORSE SHOW ASSOCIATION FOUNDATION | |||||||
| PO BOX 754 | UWCHLAND | PA | 19480 | N/A | 509a3 | General Unrestricted | $5,000 |
| MAIN LINE RESCUE INC | |||||||
| PO BOX 89 | CHESTER SPRGS | PA | 19425 | N/A | 509a1 | General Unrestricted | $1,000 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1411 K ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | 509a1 | General Unrestricted | $2,000 |
| MEN ANPIL MANY HANDS INC | |||||||
| 609 HARPER AVE 2ND FL | JENKINTOWN | PA | 19046 | N/A | 509a1 | General Unrestricted | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 30 S 17TH ST STE 800 | PHILAELPHIA | PA | 19103 | N/A | 509a1 | Bike MS City to Shore Ride | $1,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1201 EYE ST NW STE 550B | WASHINGTON | DC | 20005 | N/A | 509a1 | General Unrestricted | $2,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | 509a1 | General Unrestricted | $2,000 |
| PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS | |||||||
| 321 S 4TH ST | PHILADELPHIA | PA | 19106 | N/A | 509a2 | Grumblethorpe Garden Fund | $10,000 |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2121 WARD COURT NW 5TH FL | WASHINGTON | DC | 20037 | N/A | 509a1 | General Unrestricted | $3,000 |
| SPECIAL OLYMPICS PENNSYLVANIA INC | |||||||
| 2570 BLVD OF THE GENERALS STE 124 | NORRISTOWN | PA | 19403 | N/A | 509a1 | General Unrestricted | $2,000 |
| SPECTRUM INC | |||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | N/A | 509a1 | General Unrestricted | $6,000 |
| UPPER MERION PARK & HISTORIC FOUNDATION | |||||||
| PO BOX 60875 | KING OF PRUSSIA | PA | 19406 | N/A | 509a1 | General Unrestricted | $2,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | 509a1 | General Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 96500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $409 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,046 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | K-1 Inc/Loss | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $369,020 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $373,475 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 373475 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Rosato Thomas M | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 Alderbrook Drive | AddressLine1 |
| City | Wayne | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 110000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Passthrough K1 Capital Gain | Name |
| Total Net | 4046 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ARGUS CAPITAL MANAGEMENT LP | CategoryOrItem |
| Book Value | 2337054 | BookValue |
| EOYFMV | 2349162 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 16740 | 16740 | |
| K-1 Exp ARGUS CAPITAL MANAGEMENT LP | 1129 | 1129 | |
| State or Local Filing Fees | 25 | 25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | K-1 Inc/Loss ARGUS CAPITAL MANAGEMENT LP | Description |
| Revenue And Expenses Per Books | 369020 | RevenueAndExpensesPerBooks |
| Net Investment Income | 369020 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount |
|---|---|
| Estimated Tax for 2012 | $1,900 |
| IRS Excise Tax Payment with 1st ext 990-PF | $3,003 |
| IRS Tax Payment with 1st ext 990-T | $6,557 |