Max & Charlotte Bluestone Charitable Trust 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 & Charlotte Bluestone Charitable Trust | |
| Employer Identification Number (EIN) | 251430964 |
| Name of Organization | Max & Charlotte Bluestone Charitable Trust |
| Address | 220 N Dithridge St Apt 1100, Pittsburgh, PA 15213-1427 |
| Activities | Other religious activities, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1983 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2010 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $350,136 |
| Amount of Income | $59,658 |
| Form 990 Revenue Amount | $11,638 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $11,638 | $11,638 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $59 | |||
| Dividends and interest from securities | $6,812 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $214 | |||
| Other | $4,553 | |||
| Total expenses and disbursements | $22,456 | $1,931 | $0 | $16,998 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,458 | $1,931 | $0 | |
| Contributions, gifts, grants paid | $16,998 | |||
| Excess of revenue over expenses and disbursements | $-10,818 | |||
| Net investment income | $9,707 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $340,108 | $338,099 |
| Cash - non-interest-bearing | $2,253 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $218,039 | |
| Investments-corporate bonds | $84,329 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $8,925 | |
| Other | $26,562 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $340,108 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $4,553 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $194 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $194 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $360,293 |
| Net value of noncharitable-use assets | $354,880 |
| Minimum investment return | $17,744 |
| Distributable Amount (for 2011) | |
| Distributable amount | $17,550 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $17,550 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Mauch Chunk Historical Society | PO BOX 273, Jim Thorpe, PA 18229-0273 | PA | 1975-06 | $51,208 |
| 2 | Maud A Palmer Scholarship Fund 12294-5 | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1991-05 | $468,585 |
| 3 | Maud Sanders Trust Ua 66989-00-0 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $330,577 | |
| 4 | Maude A Epp Charitable Tr 12795 | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 1990-09 | $2,061,164 |
| 5 | Maurice & Sara Land Foundation | 10447 Drummond Rd, Philadelphia, PA 19154-3805 | PA | 1988-03 | $457 |
| 6 | Maurice E Felt Uw Felt Fund 15122-00 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $4,293 | |
| 7 | 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 |
| 8 | Maurice J Roser Tuw | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | $920 | |
| 9 | Maurice M Witkin Hospital Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1991-09 | $1 |
| 10 | Maurice Romy Foundation Inc | 1749 Hollandale Dr, Bensalem, PA 19020-3831 | PA | 2006-11 | $1,602,850 |
| 11 | Max & Charlotte Bluestone Charitable Trust | 220 N Dithridge St Apt 1100, Pittsburgh, PA 15213-1427 | PA | 1983-09 | $59,658 |
| 12 | Max & Lorraine Foundation | PO BOX 8, Mountain Top, PA 18707-0008 | PA | 1998-01 | $45 |
| 13 | Max And Bella Black Foundation | 14 Seabury Ln, Downingtown, PA 19335-1544 | PA | 1953-04 | $12,347 |
| 14 | Max C Rosenfeld Foundation 10670934009 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1964-04 | $316,455 |
| 15 | Maximize Life Inc, Maximize Life | 36 Briarcrest Road, Dallas, PA 18612 | PA | 2006-01 | $257,192 |
| 16 | Maxine P Shick Memoria Trust Ta, Savings And Trust Co Of Pa | 800 Phila St, Indiana, PA 15701-3908 | PA | 2005-10 | $2,292 |
| 17 | Maxis Foundation | 100 Lincoln Ave, Carbondale, PA 18407-2116 | PA | 1946-03 | $145,379 |
| 18 | Maxis Medical Services | 100 Lincoln Ave, Carbondale, PA 18407-2116 | PA | 1990-04 | $1,123,893 |
| 19 | Maxwell Parent Teacher Organization | 1101 Old Salem Rd, Greensburg, PA 15601-1036 | PA | 1993-02 | $57,228 |
| 20 | Maxwell Strawbridge Chartitable Tr | 1900 Market Street, Philadelphia, PA 19103-3527 | PA | 1993-01 | $86,561 |
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