DILBECK REALTORS & ASSOCIATES CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: DILBECK REALTORS & ASSOCIATES CHARITABLE FOUNDATION (EIN 95-4691602)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-15
IRS object ID: 201923199349105312
Schema version: 2018v3.1
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
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-15T15:40:31-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	954659692	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LUCAS HORSFALL MURPHY & PINDROH LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 E CORSON ST STE 200	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	911033841	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	954691602	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DILBECK REALTORS & ASSOCIATES	BusinessNameLine1Txt
Business Name Line2	CHARITABLE FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	DILB	BusinessNameControlTxt
Phone	6467445100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1030 FOOTHILL BLVD	AddressLine1Txt
City	LA CANADA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91011	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARK DILBECK	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	8187906774	PhoneNum
Signature	2019-11-14	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL H SOVIK	PreparerPersonNm
PTIN	P00942164	PTIN
Phone	6267445100	PhoneNum
Preparation	2019-11-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$33,519	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$3,594	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$120	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$120	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$3,714	TotalRevAndExpnssAmt
Total Net Invst Incm	$120	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$117	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$102	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$15	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$117	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$102	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$15	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,560	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,560	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,677	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$102	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,575	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$37	ExcessRevenueOverExpensesAmt
Net Investment Income	$18	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$9,468	CashBOYAmt
Cash EOY	$9,385	CashEOYAmt
Cash EOYFMV	$9,385	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$24,014	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$24,134	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$24,134	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$33,482	TotalAssetsBOYAmt
Total Assets EOY	$33,519	TotalAssetsEOYAmt
Total Assets EOYFMV	$33,519	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$33,482	UnrestrictedBOYAmt
Unrestricted EOY	$33,519	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$33,482	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$33,519	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$33,482	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$33,519	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$33,482	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$37	ExcessRevenueOverExpensesAmt
Subtotal	$33,519	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$33,519	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$14,622	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$35,234	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.414997	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$9,530	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$34,296	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.277875	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$16,067	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$28,792	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.558037	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$8,995	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$29,892	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.300917	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$13,881	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$29,535	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.469985	DistributionYr5Rt
Total Distribution	2.021811	TotalDistributionRt
Average Distribution	0.404362	AverageDistributionRt
Net Vl Noncharitable Assets	$32,997	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$13,343	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$13,343	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$3,575	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	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	N/A	WebsiteAddressTxt
Individual With Books	LUCAS HORSFALL ET AL LLP	IndividualWithBooksNm
Phone	6267445100	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 E CORSON ST	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	911033841	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	false	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 (3 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
MARK DILBECK
1030 FOOTHILL BLVD	LA CANADA	CA	91011	CEO	5.00	$0	$0	$0
DENNIS FALSETTI
1030 FOOTHILL BLVD	LA CANADA	CA	91011	SECRETARY	5.00	$0	$0	$0
LYNN KORNMANN
1030 FOOTHILL BLVD	LA CANADA	CA	91011	CFO	5.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$33,500	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$33,500	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$33,500	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$503	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$32,997	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,650	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,650	MinimumInvestmentReturnAmt
Distributable Before Adj	$1,650	DistributableBeforeAdjAmt
Distributable Before Ded	$1,650	DistributableBeforeDedAmt
Distributable As Adjusted	$1,650	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,575	ExpensesAndContributionsAmt
Qualifying Distributions	$3,575	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$3,575	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,650	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$12,404	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$7,500	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$14,627	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$7,815	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$12,860	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$55,206	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,575	QualifyingDistributionsAmt
Applied To Current Year	$1,650	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,925	RemainingDistriFromCorpusAmt
Total Corpus	$57,131	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$12,404	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$44,727	ExcessDistriCyovToNextYrAmt
Excess From Year4	$7,500	ExcessFromYear4Amt
Excess From Year3	$14,627	ExcessFromYear3Amt
Excess From Year2	$7,815	ExcessFromYear2Amt
Excess From Year1	$12,860	ExcessFromYear1Amt
Excess From Current Year	$1,925	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
FAMILY PROMISE OF THE VERDUGOS
PO BOX 7151	BURBANK	CA	91510	NONE	501(C)(3)	PROGRAM SUPPORT	$500
KARE YOUTH LEAGUE
5150 FARNA AVE	ARCADIA	CA	91006	NONE	501(C)(3)	PROGRAM SUPPORT	$500
ARMENIAN BONE MARROW DONOR REGISTRY
1146 N CENTRAL AVE	GLENDALE	CA	91202	NONE	501 (C)(3)	PROGRAM SUPPORT	$500
OPERATION GRATITUDE
21100 LASSEN AVE	CHATSWORTH	CA	91311	NONE	501 (C)(3)	PROGRAM SUPPORT	$1,060
BOYS AND GIRLS CLUB OF THE WEST
10027 LURLINE AVE	CHATSWORTH	CA	91311	NONE	501 (C)(3)	PROGRAM SUPPORT	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,560	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$120	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$120	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$120	TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK SERVICE CHARGES	$60	$60
LICENSES AND PERMITS	$30	$15	$15
OFFICE SUPPLIES	$27	$27

DILBECK REALTORS & ASSOCIATES CHARITABLE FOUNDATION: Form 990PF, tax year 2018

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

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