Donald J Rosato Charitable Foundation, Rosato Donald J Ttee in Devon, Pennsylvania (PA)

Organization representatives - add corrected or new information about Donald J Rosato Charitable Foundation, Rosato Donald J Ttee »

Non-representatives - add comments about Donald J Rosato Charitable Foundation, Rosato Donald J Ttee»

Donald J Rosato Charitable Foundation, Rosato Donald J Ttee
Employer Identification Number (EIN)232746893
Name of OrganizationDonald J Rosato Charitable Foundation
Secondary NameRosato Donald J Ttee
Address176 E Conestoga Rd, Devon, PA 19333-1211
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date05/1994
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$423,203
Amount of Income$40,078
Form 990 Revenue Amount$136,309


Non-representatives - add comments:


CAPTCHA

Your IP address 54.224.45.247 will be logged.

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$40,078$40,078$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$3,979
Gross rents$0
Gross sales price for all assets$3,611
Gross profit from sales of goods$0
Other income$32,488
Other$3,611
Total expenses and disbursements$86,431$6,250$0$80,181
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$5,600
Interest$44
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$6,250$6,250$0
Contributions, gifts, grants paid$80,181
Excess of revenue over expenses and disbursements$-46,353
Net investment income$33,828
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$521,122$521,123$469,556$469,556$423,203$423,203
Cash - non-interest-bearing$9,965$1,818$15,580
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$0$0$0
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$511,157$467,738$407,623
Other assets$0$0
Total liabilities$0$1$0
Total liabilities and net assets/fund balances$521,122$469,556$423,203
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$103,084$811$3,611
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$1,064$465$338
Total credits and payments$0$0$0
Any penalty for underpayment of estimated tax$25$0$0
Tax due$465$338
Overpayment$0$0
Amount to be credited to next year's estimated tax$0$0$0
Statements Regarding Activities
201120122013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$593,702$495,984$453,337
Net value of noncharitable-use assets$488,544$446,537
Minimum investment return$29,240$24,427$22,327
Distributable Amount
201120122013
Distributable amount$28,176$23,962$21,989
Undistributed Income
201120122013
Distributable amount for this year$28,176$23,962$21,989
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$0$3,979
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$-3,355$0$-3,355
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$-3,355$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$-33,551
Unrelated business taxable income before net operating loss deduction$-3,355
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-3,355
Specific deduction$0
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Donald J Rosato Charitable Foundation, Rosato Donald J Ttee to others? (optional)
  
Add photo of Donald J Rosato Charitable Foundation, Rosato Donald J Ttee (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Pennsylvania
IdNameAddressStateEstablishedTotal Income
1Daguerreian SocietyPO BOX 306, Cecil, PA 15321-0306PA1993-04$123,588
2Daniel G Hartman Charitable TrPO BOX 185, Pittsburgh, PA 15230-0185PA1993-09$4,574,542
3Daniel M Dull Tr Uw 10170173bn7PO BOX 185, Pittsburgh, PA 15230-0185PA1973-09$870,779
4Danville Ambulance Service Incorporated12 A St, Danville, PA 17821-1602PA1965-08$2,438,548
5David George Jones Charitable Remainder UnitrustPO BOX 185, Pittsburgh, PA 15230-0185PA1989-02$858,759
6Dean Welfare Trust Tr U Decl 10148312002PO BOX 185, Pittsburgh, PA 15230-0185PA1937-09$308,542
7Delaware Valley Golden Retriever Rescue Inc60 Vera Cruz Rd, Reinholds, PA 17569-9713PA1995-01$1,864,174
8Demuth Foundation120 E King St, Lancaster, PA 17602-2832PA1983-05$731,589
9Dollar Energy Fund IncPO BOX 42329, Pittsburgh, PA 15203-0329PA1983-09$17,216,534
10Domestic Violence Center Of Chester CountyPO BOX 832, West Chester, PA 19381-0832PA1998-06$1,735,654
11Donald J Rosato Charitable Foundation, Rosato Donald J Ttee176 E Conestoga Rd, Devon, PA 19333-1211PA1994-05$40,078
12Door Way Inc10 California Ave, Pittsburgh, PA 15202-2331PA1990-10$90,870
13Dorothy Strelsin FoundationPO BOX 185, Pittsburgh, PA 15230-0185PA1990-07$3,654,230
14Doylestown Fire Co No 168 Shewell Ave, Doylestown, PA 18901-3751PA1981-10$2,096,855
15Dreamwrights Youth & Family Theatre100 Carlisle Ave, York, PA 17401-3237PA1997-06$470,012
16Dylan Todd Simonds Foundation330 Grant St Ste 2000, Pittsburgh, PA 15219-2309PA1995-01$183,712
17E Rhodes And Leona B Carpenter Foundation1735 Market St Ste 3420, Philadelphia, PA 19103-7509PA1975-09$103,051,436
18Early Music America Inc801 Vinial St Ste 300, Pittsburgh, PA 15212-5177PA1988-08$457,865
19East Berlin Area Community Center Inc405 North Ave, East Berlin, PA 17316-7813PA2006-08$265,975
20East Stroudsburg Christian AcademyPO BOX 208, E Stroudsburg, PA 18301-0208PA1993-05$53,631

faqs.org is not associated with, endorsed by, or sponsored by Donald J Rosato Charitable Foundation, Rosato Donald J Ttee and has no official or unofficial affiliation with Donald J Rosato Charitable Foundation, Rosato Donald J Ttee