DIETRICH AMERICAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DIETRICH AMERICAN FOUNDATION (EIN 51-6017453)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-11
- IRS object ID
- 202411939349100231
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-11T17:10:33-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270641509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGAN LEVIN BLOSS BROWN & SAVCHAK PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST STE 602 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181012195 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516017453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIETRICH AMERICAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SAUL EWING LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIET | BusinessNameControlTxt |
| Phone | 4103328712 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 FLEET ST 9TH FLOOR | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H RICHARD DIETRICH | PersonNm |
| Person Title | SECRETARY & TREASURE | PersonTitleTxt |
| Phone | 2023654351 | PhoneNum |
| Signature | 2024-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H RICHARD | PersonFirstNm |
| Person Last | DIETRICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY S BERDAHL CPA | PreparerPersonNm |
| PTIN | P00138106 | PTIN |
| Phone | 6104347700 | PhoneNum |
| Preparation | 2024-06-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,309,222 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $149 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $149 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $213,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,806 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $213,806 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $511,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,280,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $511,374 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $725,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $725,329 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $213,955 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $112,201 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $106,591 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,910 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,315 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $55,968 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,552 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,708 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,780 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,093 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,334 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,759 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,387 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $39,387 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,580 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $289,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $39,387 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $208,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $724,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $724,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,014,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $39,387 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $933,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$289,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $678,056 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $174,568 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $726,396 | CashBOYAmt |
| Cash EOY | $488,962 | CashEOYAmt |
| Cash EOYFMV | $488,962 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,664,897 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,364,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,285,617 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,289,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,595,465 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,532,486 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $67,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,232 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,316 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,980 | LandBOYAmt |
| Land EOY | $7,980 | LandEOYAmt |
| Land EOYFMV | $7,980 | LandEOYFMVAmt |
| Other Assets BOY | $21,791,866 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,759,351 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,950,945 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,548,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,259,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,309,222 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $29,548,989 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,259,845 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,548,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,259,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,548,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,259,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,548,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$289,144 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,259,845 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,259,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT-TERM COVERED SECURITIES | D | 2023-12-31 | 2023-12-31 | $441,717 | $509,991 | -$68,274 | -$68,274 |
| LONG-TERM COVERED SECURITIES | D | 2000-12-31 | 2023-12-31 | $1,413,327 | $1,226,344 | $186,983 | $186,983 |
| SALE OF HISTORIC MEMORABILIA | D | 2001-01-01 | 2023-01-10 | $34,000 | $3,556 | $30,444 | $30,444 |
| SALE OF HISTORIC MEMORABILIA | D | 2001-01-01 | 2023-03-01 | $280,000 | $15,589 | $264,411 | $264,411 |
| SALE OF HISTORIC MEMORABILIA | D | 2001-01-01 | 2023-06-15 | $65,600 | $2,150 | $63,450 | $63,450 |
| SALE OF HISTORIC MEMORABILIA | D | 2001-01-01 | 2023-11-02 | $45,580 | $11,220 | $34,360 | $34,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $511,374 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$68,274 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,425 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,425 | SubtotalAmt |
| Tax Based On Investment Income | $9,425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $102 | EsPenaltyAmt |
| Tax Due | $5,427 | TaxDueAmt |
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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | DIETRICHAMERICANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE TREASURER | IndividualWithBooksNm |
| Phone | 2159727849 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6111 KENNEDY DRIVE | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| H RICHARD DIETRICH | ||||||||
| 6111 KENNEDY DRIVE | CHEVY CHASE | MD | 20815 | SECRETARY & | 000.00 | $0 | $0 | $0 |
| CHRISTIAN DIETRICH | ||||||||
| 25 E END AVENUE APT 10C | NEW YORK | NY | 10028 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| CORDELIA DIETRICH | ||||||||
| 417 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| DAVID BARQUIST | ||||||||
| 2018 RITTENHOUSE SQUARE | PHILADELPHIA | PA | 19103 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| EDWARD S COOKE | ||||||||
| 311 ST RONAN STREET | NEW HAVEN | CT | 06511 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| GINGER DIETRICH | ||||||||
| 6111 KENNEDY DRIVE | CHEVY CHASE | MD | 20815 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JESSE ZANGER | ||||||||
| 417 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KATHLEEN FOSTER | ||||||||
| 2442 ASPEN STREET | PHILADELPHIA | PA | 19130 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MORRISON H HECKSCHER | ||||||||
| 176 W 87TH STREET | NEW YORK | NY | 10024 | DIRECTOR | 000.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH M REBUCK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 417 CHESTER AVE | AddressLine1Txt |
| City | MOORESTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $112,201 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FINE ART OBJECTS EXHIBITED OR ON LOAN TO APPROX. 50 VARIOUS MUSEUMS, EDUCATIONAL INSTITUTIONS OR RESTORED HISTORICAL PUBLIC BUILDINGS | Description1Txt |
| Expenses1 | $633,838 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,391,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,561,782 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,561,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,448,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $933,338 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $933,338 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $933,338 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $933,338 | RemainingDistriFromCorpusAmt |
| Total Corpus | $933,338 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $174,568 | CurrentYearAmt |
| Year1 | $174,299 | Year1Amt |
| Year2 | $129,127 | Year2Amt |
| Year3 | $161,796 | Year3Amt |
| Total | $639,790 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $148,383 | CurrentYearAmt |
| Year1 | $148,154 | Year1Amt |
| Year2 | $109,758 | Year2Amt |
| Year3 | $137,527 | Year3Amt |
| Total | $543,822 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $933,338 | CurrentYearAmt |
| Year1 | $1,285,239 | Year1Amt |
| Year2 | $1,068,642 | Year2Amt |
| Year3 | $463,261 | Year3Amt |
| Total | $3,750,480 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $299,500 | CurrentYearAmt |
| Year1 | $337,127 | Year1Amt |
| Year2 | $309,500 | Year2Amt |
| Total | $946,127 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $633,838 | CurrentYearAmt |
| Year1 | $948,112 | Year1Amt |
| Year2 | $759,142 | Year2Amt |
| Year3 | $463,261 | Year3Amt |
| Total | $2,804,353 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $32,406,830 | CurrentYearAmt |
| Year1 | $33,104,658 | Year1Amt |
| Year2 | $33,979,854 | Year2Amt |
| Year3 | $29,405,235 | Year3Amt |
| Total | $128,896,577 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,958,475 | CurrentYearAmt |
| Year1 | $25,192,975 | Year1Amt |
| Year2 | $26,694,695 | Year2Amt |
| Year3 | $22,549,695 | Year3Amt |
| Total | $99,395,840 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CHINA FOLK HOUSE RETREAT | |||||||
| 4805 13TH ST | ARLINGTON | VA | 22205 | CHARITABLE PURPOSE | $3,000 | ||
| CONSERVATION THROUGH PUBLIC HEALTH | |||||||
| 541 COUNTRY LANE | HOLLY SPRINGS | NC | 27540 | CHARITABLE PURPOSE | $12,500 | ||
| DC SUMMER STEM ACADEMY | |||||||
| 3529 13TH ST NW | WASHINGTON | DC | 20010 | CHARITABLE PURPOSE | $1,000 | ||
| ENDANGERED SPECIES FUND | |||||||
| 214 GLADWIN AVE | CLAWSON | MI | 48017 | CHARITABLE PURPOSE | $22,000 | ||
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | CHARITABLE PURPOSE | $40,000 | ||
| HISTORICAL SOCIETY OF PENNSYLVANIA | |||||||
| 1300 LOCUST ST | PHILADELPHIA | PA | 19107 | CHARITABLE PURPOSE | $11,500 | ||
| LAKE TANGANYIKA FLOATING HEALTH CL | |||||||
| 1646 N LEAVITT ST | CHICAGO | IL | 60647 | CHARITABLE PURPOSE | $10,000 | ||
| MOUNT VERNON LADIES ASSOC | |||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | CHARITABLE PURPOSE | $2,500 | ||
| NATURAL LANDS TRUST | |||||||
| 1031 PALMERS MILL RD | MEDIA | PA | 19063 | CHARITABLE PURPOSE | $1,500 | ||
| NEW YORK CITY BALLET | |||||||
| 1 DAVID H KOCH THEATER | NEW YORK | NY | 10023 | CHARITABLE PURPOSE | $25,000 | DAVID H KOCH THEATER | |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | CHARITABLE PURPOSE | $93,000 | 2600 BENJAMIN FRANKLIN PK | |
| SHAW INSTITUTE | |||||||
| 55 MAIN ST PO BOX 1652 | BLUE HILL | ME | 04614 | CHARITABLE PURPOSE | $5,000 | ||
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISONSIN AVE NW | WASHINGTON | DC | 20016 | CHARITABLE PURPOSE | $10,000 | ||
| SIOUX FALLS TRUST | |||||||
| 805 S KIWANIS AVE | SIOUX FALLS | SD | 57104 | CHARITABLE PURPOSE | $35,000 | ||
| UNIVERSITY OF PA | |||||||
| 2929 WALNUT ST | PHILADELPHIA | PA | 19104 | CHARITABLE PURPOSE | $10,000 | STE 100 | |
| WESLEYAN UNIVERSITY | |||||||
| 55 HIGH ST | MIDDLETOWN | CT | 06457 | CHARITABLE PURPOSE | $425,180 | ||
| YALE UNIVERSITY | |||||||
| 451 COLLEGE ST | NEW HAVEN | CT | 06511 | CHARITABLE PURPOSE | $11,000 | ||
| WOOLY MAMMOTH THEATRE CO | |||||||
| 641 D ST NW | WASHINGTON | DC | 20004 | CHARITABLE PURPOSE | $1,000 | ||
| ROUND HOUSE THEATRE | |||||||
| ONE VETERANS PL | SILVER SPRING | MD | 20910 | CHARITABLE PURPOSE | $5,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $724,680 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,806 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 5 | ExclusionCd |
| Exclusion | $392,665 | ExclusionAmt |
| Related Or Exempt Function Incm | $118,709 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $606,620 | ExclusionAmt |
| Related Or Exempt Function Incm | $118,709 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $725,329 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | TEMPORARY INVESTMENT OF CASH |
| 4 | TEMPORARY INVESTMENT OF CASH |
| 8 | TEMPORARY INVESTMENT OF CASH |
| 8 | INVESTMENT GAIN/LOSS AND SALES OF ARTIFACTS |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,850 | Amt |
| Disbursements Charitable Prps | $3,925 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTERS | 2010-06-01 | $2,796 | $2,796 | 200DB | 5.0000 |
| LAND/BUILDING | 2000-12-31 | $7,980 | 15.0000 | ||
| COMPUTER | 2015-12-15 | $5,520 | $5,520 | 200DB | 5.0000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $5,595,465 | EOYBookValueAmt |
| EOYFMV | $8,532,486 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN BRYN COED FARMS | AT COST | ||
| INVESTMENT IN BYRN COED MANAGEMENT | AT COST | $43,232 | $43,232 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $8,316 | $8,316 | ||
| LAND | $7,980 | $7,980 | $7,980 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $55,968 | LegalFeesAmt |
| Net Investment Income | $6,552 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,708 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HISTORIC ARTIFACTS | Desc |
| BOY Book Value | $21,791,866 | BOYBookValueAmt |
| EOY Book Value | $21,759,351 | EOYBookValueAmt |
| EOYFMV | $24,950,945 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| ACCT MANAGEMENT FEES | $39,387 | $39,387 | $39,387 | |
| ADVERTISING | $688 | $654 | ||
| BOARD EXPENSES | $2,375 | $2,256 | ||
| CURATORIAL EXPENSES | $196 | $2,989 | ||
| INSURANCE | $17,330 | $16,464 | ||
| LICENSE | $15 | $15 | ||
| OFFICE | $419 | $400 | ||
| OTHER EXPENSE | $835 | $793 | ||
| PAYROLL FEES | $1,098 | $1,043 | ||
| RENTAL | $13,648 | $12,966 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OUTSIDE CONTRACT SERVICES | $9,568 | $9,568 |
| IT SUPPORT | $1,799 | $1,799 |
| OTHER PROFESSIONAL FEES | $1,413 | $1,413 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $13,093 | Amt |
| Net Investment Income | $1,334 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,759 | DisbursementsCharitablePrpsAmt |
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