THE THOMAS ROSATO FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS ROSATO FOUNDATION (EIN 77-0607983)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-18
- IRS object ID
- 202632309349101103
- Schema version
- 2025v4.2
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-18T11:55:27-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-08-11 | 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 | 2025 | 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 | $10,714,649 | 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 | $2,043,414 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $97,020 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,020 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,909,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,495,520 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $616,173 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $571,005 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,900,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,163,545 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,346 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,346 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,251 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,301 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $950 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,368 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $29,215 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $372 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,843 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,139 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $374,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $374,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $441,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,639 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,458,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,157,872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,489,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,261,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,261,523 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,765,946 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,453,126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,453,126 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,255,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,714,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,714,649 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,255,926 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,714,649 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,255,926 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,714,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,255,926 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,714,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,255,926 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,458,723 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,714,649 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,714,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt |
|---|---|---|---|---|---|---|
| Publicly-traded Securities | $865,039 | $794,071 | $70,968 | $70,968 | ||
| Passthrough K1 Capital Gain/(Loss) | $71,379 | |||||
| COINS - 1 OZ GOLD AMERICAN EAGLES | $1,060,365 | $368,304 | $692,061 | $692,061 | D | 2025-09-05 |
| COINS - GOLD AMERICAN EAGLES - 1 OZ | $764,939 | $286,049 | $478,890 | $478,890 | D | 2025-04-24 |
| COINS - GOLD CANADIAN MAPLE LEAF - 1 OZ | $219,559 | $37,337 | $182,222 | $182,222 | D | 2025-04-24 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,495,520 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,994 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,994 | SubtotalAmt |
| Tax Based On Investment Income | $29,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,446 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $31,146 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,152 | OverpaymentAmt |
| Applied To ES Tax | $1,152 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 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 | $15,000 | $19 | $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 | $35,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,387,543 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,485,158 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,907,940 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,907,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,759,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $487,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $487,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,994 | TotalTaxAmt |
| Distributable Before Adj | $457,972 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $457,972 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $457,972 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,639 | 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 | $420,639 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $457,972 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $13,496 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $13,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,639 | QualifyingDistributionsAmt |
| Applied To Current Year | $420,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,496 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,496 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $23,837 | UndistributedIncomeCYAmt |
| 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADIRONDACK MOUNTAIN CLUB INC | ||||||||||||
| PO BOX 867 | LAKE PLACID | NY | 12946 | 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 NATIONAL RED CROSS | ||||||||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | PC | General & Unrestricted | $6,000 | |||||
| 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 | $15,000 | |||||
| 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 | |||||
| CANCER RESEARCH INSTITUTE INC | ||||||||||||
| 29 BROADWAY 4TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $6,000 | |||||
| CENTRO DE ENSENANZA CORAL CEC | ||||||||||||
| N/A | PC | General & Unrestricted | $16,000 | CALLE 5 CALLEJON DE LA LOMA | CABARETE PUERTO PLATA | DR | 57000 | |||||
| CURE ALZHEIMER'S FUND | ||||||||||||
| 34 WASHINGTON ST SUITE 230 | WELLESLEY HILLS | MA | 02481 | N/A | PC | General & Unrestricted | $6,000 | |||||
| DOGS AND CATS OF THE DOMINICAN REPUBLIC INC | ||||||||||||
| 21560 654TH AVE | DARWIN | MN | 55324 | N/A | PC | General & Unrestricted | $5,000 | |||||
| DOMINICAN REPUBLIC EDUCATION AND MENTORING PROJECT | ||||||||||||
| 13 WINTER LN | MILTON | VT | 05468 | N/A | PC | General & Unrestricted | $100,000 | |||||
| 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 | |||||
| GRACE HUDOWALSKI CHARITABLE TRUST | ||||||||||||
| PO BOX 2108 | WINDHAM | ME | 04062 | N/A | PC | General & Unrestricted | $5,000 | |||||
| HERITAGE FOUNDATION | ||||||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $25,000 | |||||
| LEGADO DE ESPERANZA FOUNDATION | ||||||||||||
| 2810 N CHURCH ST PMB 88261 | WILMINGTON | DE | 19801 | N/A | PC | General & Unrestricted | $30,500 | |||||
| MAIN LINE DEPUTY DOG | ||||||||||||
| PO BOX 210 | DEVON | PA | 19333 | N/A | PC | General & Unrestricted | $6,000 | |||||
| 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 | $15,000 | |||||
| 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 | $12,500 | |||||
| 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 | Research led by Sunil Singhal | $15,000 | 3620 LOCUST W | ||||
| TURNING POINT USA INC | ||||||||||||
| 4940 EAST BEVERLY RD | PHOENIX | AZ | 85044 | N/A | PC | General & Unrestricted | $15,000 | |||||
| UPPER MERION PARK & HISTORIC FOUNDATION | ||||||||||||
| 889 CROTON RD | WAYNE | PA | 19087 | N/A | PC | General & Unrestricted | $7,000 | |||||
| UPPER MERION POLICE ASSOCIATION | ||||||||||||
| PO BOX 61262 | KNG OF PRUSSA | PA | 19406 | N/A | PC | General & Unrestricted | $5,000 | |||||
| WWP INC - WOUNDED WARRIOR PROJECT INC | ||||||||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $12,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $374,500 | 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 | $97,020 | 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 | $143,796 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $85 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $616,088 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $85 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $856,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $856,989 | 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 | 409 Alderbrook Drive | AddressLine1Txt |
| City | Wayne | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,043,414 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | COINS - GOLD CANADIAN MAPLE LEAF - 1 OZ 67 sh | $219,559 | 2025-04-24 |
| 1 | COINS - GOLD AMERICAN EAGLES - 1 OZ 233 s | $764,939 | 2025-04-24 |
| 1 | COINS - 1 OZ GOLD AMERICAN EAGLES 300 s | $1,058,916 | 2025-09-04 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARGUS CAPITAL MANAGEMENT LP | $3,981,395 | $3,981,395 |
| ODYSSEUS CAPITAL PARTNERS, L.P | $3,471,731 | $3,471,731 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $27,914 | $27,914 | |
| K-1 Exp ARGUS CAPITAL MANAGEME | $372 | $372 | |
| Payroll Processing Fees | $904 | $904 | |
| 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 | $467,273 | $447,844 |
| K-1 Inc/Loss ODYSSEUS CAPITAL PARTNERS, L.P | $148,900 | $123,161 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Philanthropic Consulting Srvcs | $950 | $950 | |
| BROKERAGE SERVICES | $5,301 | $5,301 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $13,900 |
| 990-T Income Tax for 2024 | $1,440 |
| IRS MISCELLANEOUS FEE | $28 |
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