The Rosenstiel Foundation in Philadelphia, Pennsylvania (PA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Pennsylvania
| The Rosenstiel Foundation | |
| Employer Identification Number (EIN) | 066034536 |
| Name of Organization | The Rosenstiel Foundation |
| In Care of Name | John R Latourette |
| Address | 1500 Market St Ste 3500e, Philadelphia, PA 19102-2101 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization, Educational Organization, Literary Organization |
| Ruling Date | 10/1961 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $16,857,952 |
| Amount of Income | $4,409,865 |
| Form 990 Revenue Amount | $330,276 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $921,621 | $376,583 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $51,784 | |||
| Dividends and interest from securities | $488,439 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $4,815 | |||
| Other | $376,583 | |||
| Total expenses and disbursements | $1,048,380 | $192,359 | $0 | $856,021 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $211,135 | $192,359 | $18,776 | |
| Contributions, gifts, grants paid | $837,245 | |||
| Excess of revenue over expenses and disbursements | $-126,759 | |||
| Net investment income | $184,224 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $17,089,635 | $18,522,885 |
| Cash - non-interest-bearing | $404,831 | |
| Investments-U.S. and state government obligations | $516,181 | |
| Investments-corporate stock | $2,384,970 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $13,188,775 | |
| Other | $594,878 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $17,089,635 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $376,583 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $3,684 |
| Total credits and payments | $7,802 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $7,802 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $4,118 |
| Amount to be credited to 2013 estimated tax | $3,684 |
| Statements Regarding Activities (for 2012) | |
| 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? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| 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)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $18,372,761 |
| Net value of noncharitable-use assets | $18,097,180 |
| Minimum investment return | $904,859 |
| Distributable Amount (for 2012) | |
| Distributable amount | $901,175 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $901,175 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $45,154 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| 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 |
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| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Reaching And Equipping All Chlidren For Him | 419 Burkhardt Ave, Baden, PA 15005-1601 | PA | 2002-08 | $16,435 |
| 2 | Road Runners Club Of America, National Police Challenge | PO BOX 2045, West Chester, PA 19380-0080 | PA | 1976-03 | $123,179 |
| 3 | Robert Dunphy Ministries Inc | PO BOX 86, Everett, PA 15537-0086 | PA | 1986-01 | $94,074 |
| 4 | Saving Shelter Pets Incorporated | PO BOX 28, Emmaus, PA 18049-0028 | PA | 2006-09 | $50,235 |
| 5 | Rotary International, Grantsville Md Rotary Club | 1317 Springs Rd, Springs, PA 15562 | PA | 1942-09 | $0 |
| 6 | Lancaster Dollars For Higher Learning, Dollars For Scholars Of Lancaster | PO BOX 1601, Lancaster, PA 17608-1601 | PA | 1962-05 | $278,174 |
| 7 | Rotation Org Inc | 940 Field Club Drive, Pittsburgh, PA 15238-2127 | PA | 2006-08 | $0 |
| 8 | Rosetta C Keefer Fbo Charities, 1513089979 | 101n Independence Mall E Macy1372, Philadelphia, PA 19106-2112 | PA | $2,505 | |
| 9 | Samuel & Lottie Rudin Scholarship Foundation, Baum E Harris Ttee | 422 Strathmore Rd, Havertown, PA 19083-3736 | PA | 2004-03 | $3,524,838 |
| 10 | Sandia Flyers Inc | 824 Devon State Rd, Devon, PA 19333-1059 | PA | 2002-11 | $84,902 |
| 11 | The Rosenstiel Foundation | 1500 Market St Ste 3500e, Philadelphia, PA 19102-2101 | PA | 1961-10 | $4,409,865 |
| 12 | Sackett-Archbishop Walsh Scholarship Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1991-11 | $10,516 |
| 13 | Sarah I Schiefflin Resid Trust Bank Of New York Ttee | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1976-07 | $7,502,977 |
| 14 | Sargent Foundation | 1650 Market St Ste 1200, Philadelphia, PA 19103-7311 | PA | 1999-08 | $4,663,454 |
| 15 | Seabury Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1949-09 | $4,055,196 |
| 16 | Rubye O Fox Tuw For Various Charities | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1995-02 | $133,824 |
| 17 | Russell Huckstep Unitrust, Huckstep Russell J Co-Ttee | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $65,056 | |
| 18 | Ruth Lilly Philanthropic Foundation, 20000110730 | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 2008-03 | $82,150,063 |
| 19 | Ruth P Wightman Charitable Tr | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1998-11 | $1,242,953 |
| 20 | Sam Ropchan Enviromental Endowment Fund | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 1986-02 | $36,180 |
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