Max C Rosenfeld Foundation 10670934009 in Pittsburgh, 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
Max C Rosenfeld Foundation 10670934009 | |
Employer Identification Number (EIN) | 046044784 |
Name of Organization | Max C Rosenfeld Foundation 10670934009 |
In Care of Name | Boston Safe Deposit & Tr Co Cust |
Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
Activities | Scholarships (other) |
Subsection | Educational Organization |
Ruling Date | 04/1964 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 08/2013 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $872,002 |
Amount of Income | $316,455 |
Form 990 Revenue Amount | $125,272 |
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 | $133,720 | $109,469 | $0 | |
Contributions, gifts, grants, etc., received | $24,320 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $26,899 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $21 | |||
Other | $82,480 | |||
Total expenses and disbursements | $64,753 | $6,069 | $0 | $57,192 |
Compensation of officers, directors, trustees, etc. | $21,316 | |||
Total operating and administrative expenses | $27,753 | $6,069 | $20,192 | |
Contributions, gifts, grants paid | $37,000 | |||
Excess of revenue over expenses and disbursements | $68,967 | |||
Net investment income | $103,400 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $795,757 | $981,825 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $726,187 | |
Other | $69,570 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $795,757 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $82,480 |
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 | $2,068 |
Total credits and payments | $1,036 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,036 |
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 | $1,032 |
Overpayment | $0 |
Amount to be credited to 2013 estimated tax | $0 |
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? | Yes |
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 | $953,236 |
Net value of noncharitable-use assets | $938,940 |
Minimum investment return | $46,947 |
Distributable Amount (for 2012) | |
Distributable amount | $44,879 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $44,879 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
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 | Maude A Epp Charitable Tr 12795 | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 1990-09 | $2,061,164 |
2 | Maurice & Sara Land Foundation | 10447 Drummond Rd, Philadelphia, PA 19154-3805 | PA | 1988-03 | $457 |
3 | Maurice E Felt Uw Felt Fund 15122-00 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $4,293 | |
4 | Maurice H And Jeanne H Ryman Foundation, Ryman Maurice H Et Al Ttee | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 2001-06 | $1,396,523 |
5 | Maurice J Roser Tuw | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | $920 | |
6 | Maurice M Witkin Hospital Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1991-09 | $1 |
7 | Maurice Romy Foundation Inc | 1749 Hollandale Dr, Bensalem, PA 19020-3831 | PA | 2006-11 | $1,602,850 |
8 | Max & Charlotte Bluestone Charitable Trust | 220 N Dithridge St Apt 1100, Pittsburgh, PA 15213-1427 | PA | 1983-09 | $59,658 |
9 | Max & Lorraine Foundation | PO BOX 8, Mountain Top, PA 18707-0008 | PA | 1998-01 | $45 |
10 | Max And Bella Black Foundation | 14 Seabury Ln, Downingtown, PA 19335-1544 | PA | 1953-04 | $12,347 |
11 | Max C Rosenfeld Foundation 10670934009 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1964-04 | $316,455 |
12 | Maximize Life Inc, Maximize Life | 36 Briarcrest Road, Dallas, PA 18612 | PA | 2006-01 | $257,192 |
13 | Maxine P Shick Memoria Trust Ta, Savings And Trust Co Of Pa | 800 Phila St, Indiana, PA 15701-3908 | PA | 2005-10 | $2,292 |
14 | Maxis Foundation | 100 Lincoln Ave, Carbondale, PA 18407-2116 | PA | 1946-03 | $145,379 |
15 | Maxis Medical Services | 100 Lincoln Ave, Carbondale, PA 18407-2116 | PA | 1990-04 | $1,123,893 |
16 | Maxwell Parent Teacher Organization | 1101 Old Salem Rd, Greensburg, PA 15601-1036 | PA | 1993-02 | $57,228 |
17 | Maxwell Strawbridge Chartitable Tr | 1900 Market Street, Philadelphia, PA 19103-3527 | PA | 1993-01 | $86,561 |
18 | May A Post Memorial Prize Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1976-04 | $5,089 |
19 | May Gail Keys Trust | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1996-03 | $48,823 |
20 | May R Curry T W Marine Bank | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1998-03 | $42,460 |
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