ROBERT & MICHELLE DIENER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & MICHELLE DIENER FOUNDATION (EIN 75-2919060)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349101178
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T09:12:10-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 883914808 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARTER & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 MACARTHUR AVE STE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752919060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND MICHELLE DIENER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 3058659300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 LBJ FREEWAY SUITE 748 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75234 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE DIENER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3058659300 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | DIENER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY W MCALISTER | PreparerPersonNm |
| PTIN | P01277482 | PTIN |
| Phone | 2148800380 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $31,117,848 | 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 |
| Dividends Rev And Expnss | $696,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $696,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,301,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,745,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,301,796 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $100,692 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $98,339 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,099,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,096,695 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,644 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $144 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,205 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,205 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,312 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,161 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,456 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,632,247 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,632,247 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,724,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,456 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,635,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $374,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,052,239 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,509,795 | CashBOYAmt |
| Cash EOY | $2,409,881 | CashEOYAmt |
| Cash EOYFMV | $2,409,881 | CashEOYFMVAmt |
| Other Investments BOY | $24,289,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,763,777 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,707,967 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,799,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,173,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,117,848 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $29,799,018 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,173,658 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,799,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,173,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,799,018 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,173,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,799,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $374,640 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,173,658 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,173,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $17,745,781 | $16,444,064 | $1,301,717 | $1,301,717 | |
| CAPITAL GAIN DISTRIBUTIONS | $79 | $79 | $79 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,301,796 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,526 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,137 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,137 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,611 | OverpaymentAmt |
| Applied To ES Tax | $10,611 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT DIENER | IndividualWithBooksNm |
| Phone | 3058659300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 LBJ FREEWAY SUITE 748 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT B DIENER | ||||||||
| 3010 LBJ FWY SUITE 748 | DALLAS | TX | 75234 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHELLE S DIENER | ||||||||
| 3010 LBJ FWY SUITE 748 | DALLAS | TX | 75234 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DAVID S LITMAN | ||||||||
| 3010 LBJ FWY SUITE 748 | DALLAS | TX | 75234 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALLISON DIENER GILINSKI | ||||||||
| 3010 LBJ FWY SUITE 748 | DALLAS | TX | 75234 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRIANNA DIENER SKYDELL | ||||||||
| 3010 LBJ FWY SUITE 748 | DALLAS | TX | 75234 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,218,885 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,277,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,496,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,496,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $517,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,978,962 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,698,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,698,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,526 | TotalTaxAmt |
| Distributable Before Adj | $1,670,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,670,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,670,422 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,635,452 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,635,452 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,670,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $23,485 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,886 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,371 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,635,452 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,635,452 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $34,970 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $34,970 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,401 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $11,401 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT B DIENER | ContributingManagerNm |
| Contributing Manager | MICHELLE S DIENER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT MICHELLE DIENER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 LBJ FREEWAY SUITE 748 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3058659300 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPHA EPSILON PI FOUNDATION | |||||||
| 8815 WESLEYAN ROAD | INDIANAPOLIS | IN | 46268 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| AMERICAN FRIENDS OF LEKAT ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | NONE | PUBLIC CHARITY | RELIGIOUS | $10,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | HEALTH CARE | $20,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | RELIGIOUS | $75,000 |
| AMERICAN PHYSICIANS FOR ISRAEL | |||||||
| 2001 BEACON STREET SUITE 210 | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | HEALTH CARE | $10,000 |
| BAPTIST HEALTH S FL FOUNDATION | |||||||
| 6855 S RED ROAD SUITE 600 | SOUTH MIAMI | FL | 33143 | NONE | PUBLIC CHARITY | HEALTH CARE | $20,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | EDUCATION | $18,000 |
| BROTHERS FOR LIFE | |||||||
| 270 SOUTH HANFORD STREET SUITE 207 | SEATTLE | WA | 98134 | NONE | PUBLIC CHARITY | HUMANITARIAN | $20,000 |
| CHABAD CENTER AT CORNELL | |||||||
| 102 WILLARD WAY | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | RELIGIOUS | $13,500 |
| CHABAD JEWISH CENTER GAINESVILLE | |||||||
| 2021 NW 5TH AVENUE | GAINESVILLE | FL | 32603 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,800 |
| CHABAD OF HAWAII | |||||||
| 2241 KAPIOLANI BLVD | HONOLULU | HI | 96826 | NONE | PUBLIC CHARITY | RELIGIOUS | $500 |
| CHABAD OF NORTH MIAMI | |||||||
| 11855 NE 19TH DRIVE | NORTH MIAMI | FL | 33181 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,800 |
| CHABAD OF TULANE | |||||||
| 7033 FRERET STREET | NEW ORLEANS | LA | 70118 | NONE | PUBLIC CHARITY | RELIGIOUS | $10,000 |
| CHABAD ON CAMPUS | |||||||
| 719 EASTERN PARKWAY SUITE 1 | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 |
| CORAL RESTORATION FOUNDATION | |||||||
| 89111 OVERSEA HIGHWAY | TAVERNIER | FL | 33070 | NONE | PUBLIC CHARITY | PROTECT ENDANGERED SPECIES | $5,000 |
| CORNELL LAW SCHOOL | |||||||
| PO BOX 37334 | BOONE | IA | 500370334 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 |
| DAVID POSNACK DAY SCHOOL | |||||||
| 5890 S PINE ISLAND ROAD | DAVIE | FL | 33328 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 |
| DOLPHINS PLUS MARINE MAMMAL | |||||||
| 31 CORRINE PLACE | KEY LARGO | FL | 33037 | NONE | PUBLIC CHARITY | WILDLIFE PRESERVATION | $2,500 |
| FARM SHARE INC | |||||||
| 14125 SW 320TH STREET | HOMESTEAD | FL | 33033 | NONE | PUBLIC CHARITY | FOOD BANK/PANTRIES | $10,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | NONE | PUBLIC CHARITY | FOOD BANK/PANTRIES | $10,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PUBLIC CHARITY | VARIOUS RELIGIOUS/EDUCATION/PRESERVATION | $200,000 |
| FLORIDA FRIENDS OF ISRAEL DEFENSE FUND | |||||||
| 2040 NE 163RD STREET | NORTH MIAMI BEACH | FL | 33162 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| FRIENDS OF IR DAVID | |||||||
| 99 WALL STREET 5727 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | RELIGIOUS | $60,000 |
| FRIENDS OF ISRAEL SCOUTS | |||||||
| 575 8TH AVE 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| GIVING BACK FUND | |||||||
| 5101 SANTA MONICA BLVD 8-PMB137 | LOS ANGELES | CA | 90029 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $135,360 |
| HABITAT FOR HUMANITY - UPPER KEYS | |||||||
| PO BOX 2151 | KEY LARGO | FL | 33037 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $4,000 |
| HADASSAH | |||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $125,000 |
| HASBARA FELLOWSHIPS | |||||||
| 313 WEST 83RD STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $100,000 |
| HILLEL COMMUNITY DAY SCHOOL | |||||||
| 19000 NE 25TH AVE | MIAMI | FL | 33180 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $100,000 |
| IMAGINATION PRODUCTIONS | |||||||
| 105 E 34TH STREET 117 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | EDUCATION/PRESERVATION | $52,667 |
| INTOWN CHABAD | |||||||
| 2723 ROUTH STREET | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | RELIGIOUS | $10,000 |
| ISRA AID GLOBAL HUMANITARIAN ASSISTANCE | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 |
| JEWISH COMMUNITY SERVICE OF S FLORIDA | |||||||
| 12000 BISCAYNE BLVD SUITE 303 | MIAMI | FL | 33181 | NONE | PUBLIC CHARITY | RELIGIOUS | $28,100 |
| JEWISH FEDERATION OF BROWARD COUNTY | |||||||
| 5890 S PINE ISLAND ROAD | DAVIE | FL | 33328 | NONE | PUBLIC CHARITY | RELIGIOUS | $5,000 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTRE | NY | 11570 | NONE | PUBLIC CHARITY | NATURE PRESERVATION | $10,000 |
| JEWISH RESOURCE CENTER | |||||||
| 1335 HILL STREET | ANN ARBOR | MI | 48104 | NONE | PUBLIC CHARITY | RELIGIOUS | $5,000 |
| JOE DIMAGGIO CHILDRENS HOSPITAL | |||||||
| 1150 N 35TH AVE SUITE 345 | HOLLYWOOD | CA | 33021 | NONE | PUBLIC CHARITY | MEDICAL | $40,000 |
| KESHER LD INC | |||||||
| 18900 NE 25TH AVE SUITE 219 | MIAMI | FL | 33180 | NONE | PUBLIC CHARITY | EDUCATION | $360 |
| KSPACE | |||||||
| 3575 NE 207TH STREET B20 | AVENTURA | FL | 33180 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,000 |
| LEHRMAN COMMUNITY DAY SCHOOL | |||||||
| 727 77TH STREET | MIAMI BEACH | FL | 33141 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| MIAMI CHILDREN'S MUSEUM | |||||||
| 980 MACARTHUR CAUSEWAY | MIAMI | FL | 33132 | NONE | PUBLIC CHARITY | CHILDREN'S MUSEUM/BUILDING | $50,000 |
| MIAMI FOUNDATION | |||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | NONE | PUBLIC CHARITY | VARIOUS RELIGIOUS/EDUCATION/PRESERVATION | $3,600 |
| MOMENTUM UNLIMITED | |||||||
| 6101 EXECUTIVE BLVDSUITE 240 | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 |
| MORASHA OLAMI | |||||||
| 555 MADISON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | RELIGIOUS | $10,000 |
| PEF - ISRAEL ENDOWMENT FUND | |||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 |
| TEMPLE MENORAH | |||||||
| 620 75TH STREET | MIAMI BEACH | FL | 33141 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $31,960 |
| TULANE HILLEL | |||||||
| 912 BROADWAY STREET | NEW ORLEANS | LA | 70118 | NONE | PUBLIC CHARITY | STUDENT SERVICES | $1,000 |
| TULANE UNIVERSITY | |||||||
| 1555 PYDRAS STREET 1000 | NEW ORLEANS | LA | 70112 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248106 | CORAL GABLES | FL | 33124 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 |
| YCT RABBINICAL SCHOOL | |||||||
| 3700 HENRY HUDSON PKWY 2ND FLOOR | RIVERDALE | NY | 10463 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,632,247 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $696,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,301,796 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME (LOSS) | 14 | $98,339 | ||
| UBTI FROM PASSTHROUGHS | 525990 | $2,353 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,353 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,096,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,099,048 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STOCKS, BONDS AND OTHER INVESTMENTS | AT COST | $27,744,335 | $28,688,525 |
| ACCRUED INTEREST AND DIVIDENDS | AT COST | $19,442 | $19,442 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEE | $41,012 | $41,012 | $0 | $0 |
| ACCOUNTING FEE | $3,300 | $3,300 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME (LOSS) | $98,339 | $98,339 | $0 |
| UBTI FROM PASSTHROUGHS | $2,353 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $144 | $144 | $0 | $0 |
| EXCISE TAX | $44,500 | $0 | $0 | $0 |
Comments