DIETER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DIETER FAMILY FOUNDATION (EIN 26-3949233)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-15
- IRS object ID
- 202032899349100803
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-15T09:28:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832974893 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHRAMBLING ACCOUNTANCY GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 GOLF CLUB ROAD 505 | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263949233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIETER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIET | BusinessNameControlTxt |
| Phone | 5308784587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17366 LAKEVIEW HILLS ROAD | AddressLine1Txt |
| City | MEADOW VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM DIETER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5308784587 | PhoneNum |
| Signature | 2020-10-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM C SCHRAMBLING | PreparerPersonNm |
| PTIN | P00742601 | PTIN |
| Phone | 9259432600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.15.34.107 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-15 | IPDt |
| IP Tm | 07:23:44 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6D43B400E9B861D79C3181BC62847A5F3AE2F21E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6D43B400E9B861D79C3181BC62847A5F3AE2F21E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,736 | 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 | $199,133 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $191,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $990,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $191,051 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$32,768 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $380,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $214,381 | 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 |
| Accounting Fees Rev And Expnss | $1,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,284 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,284 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $317,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,270 | CashBOYAmt |
| Cash EOY | $70,736 | CashEOYAmt |
| Cash EOYFMV | $70,736 | CashEOYFMVAmt |
| Corporate Stock BOY | $979,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,295,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,048,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,366,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,736 | 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 | $1,048,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,366,219 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,048,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,366,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,048,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,366,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,048,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $317,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,366,219 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,366,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VOYA MIDCAP OPPS FUND I - PARTIAL SHARE | P | 2018-08-29 | 2019-06-21 | $1 | $1 | $0 | $0 |
| ABRDN US SM CP EQ INSTL - PARTIAL SHARE | P | 2019-05-10 | 2019-06-21 | $22 | $22 | $0 | $0 |
| CATALYST MILLBURN HEDGE - PARTIAL SHARE | P | 2019-03-20 | 2019-06-21 | $13 | $13 | $0 | $0 |
| MFS EMGING MKTS DEBT - PARTIAL SHARE | P | 2017-04-21 | 2019-06-21 | $5 | $5 | $0 | $0 |
| CHN & STRS RL ES - PARTIAL SHARE | P | 2016-04-28 | 2019-06-21 | $17 | $14 | $3 | $3 |
| MFS INTL INTRINSIC VAL - PARTIAL SHARE | P | 2015-02-18 | 2019-06-21 | $8 | $7 | $1 | $1 |
| VOYA INTERMEDIATE BOND - PARTIAL SHARE | P | 2017-12-14 | 2019-06-21 | $1 | $1 | $0 | $0 |
| PNC MTL FC SM CAP CORE - 2,093.778 SHARES | P | 2018-01-01 | 2019-05-10 | $49,288 | $40,565 | $8,723 | $8,723 |
| JN HANCOCK INTL GRTH - PARTIAL SHARE | P | 2015-10-06 | 2019-06-21 | $18 | $14 | $4 | $4 |
| ALLIANZ RCM SH - PARTIAL SHARE | P | 2017-04-21 | 2019-06-21 | $4 | $4 | $0 | $0 |
| GUGGNHEIM MACRO OPP - PARTIAL SHARE | P | 2017-04-21 | 2019-06-21 | $5 | $6 | -$1 | -$1 |
| LORD ABBT BOND DEB - PARTIAL SHARE | P | 2017-11-13 | 2019-06-21 | $1 | $1 | $0 | $0 |
| LORD ABB SHRT DUR - PARTIAL SHARE | P | 2018-06-11 | 2019-06-21 | $3 | $3 | $0 | $0 |
| DWS RREEF GLOBAL - PARTIAL SHARE | P | 2014-12-08 | 2019-06-21 | $4 | $4 | $0 | $0 |
| PIMCO INTERNATIONAL BOND - PARTIAL SHARE | P | 2017-04-21 | 2019-06-21 | $5 | $5 | $0 | $0 |
| PIMCO INCOME FUND - PARTIAL SHARE | P | 2017-04-21 | 2019-06-21 | $4 | $4 | $0 | $0 |
| AQR STYLE PREMIA - 5,466.665 SHARES | P | 2017-06-05 | 2019-03-21 | $49,528 | $55,104 | -$5,576 | -$5,576 |
| GUGGENHEIM LIMITED - PARTIAL SHARE | P | 2017-04-21 | 2019-06-21 | $18 | $18 | $0 | $0 |
| JPM UNDIS MGR BEH VAL - PARTIAL SHARE | P | 2013-09-12 | 2019-06-21 | $53 | $42 | $11 | $11 |
| CLEARBR LRG CAP GROWTH - PARTIAL SHARE | P | 2017-02-03 | 2019-06-21 | $20 | $14 | $6 | $6 |
| AMG YACKTMAN FUND - PARTIAL SHARE | P | 2011-04-21 | 2019-06-21 | $13 | $11 | $2 | $2 |
| ABERDEEN US SM CAP EQTY - 1,423 SHARES | P | 2019-05-10 | 2019-10-01 | $48,738 | $49,307 | -$569 | -$569 |
| ALLIANZ GI SHORT DUR - 8.815 SHARES | P | 2019-07-18 | 2019-10-01 | $128 | $131 | -$3 | -$3 |
| GUGGENHEIM MACRO OPPTY INST - 7.754 SHARES | P | 2019-01-01 | 2019-10-01 | $201 | $205 | -$4 | -$4 |
| LORD ABBETT BOND DEBENTURE - 35.477 | P | 2019-01-01 | 2019-10-01 | $286 | $292 | -$6 | -$6 |
| LORD ABBETT SHORT DUR INCOME - 51.592 SHARES | P | 2019-01-01 | 2019-10-01 | $217 | $216 | $1 | $1 |
| MFS EMGING MKTS DEBT - 5.845 SHARES | P | 2019-01-01 | 2019-10-01 | $85 | $85 | $0 | $0 |
| PIMCO INCM - 32.73 SHARES | P | 2019-01-01 | 2019-10-01 | $391 | $400 | -$9 | -$9 |
| PIMCO INTL BOND US - 5.533 SHARES | P | 2019-01-01 | 2019-10-01 | $62 | $57 | $5 | $5 |
| VOYA INTERMEDIATE BOND - 38.776 SHARES | P | 2019-01-01 | 2019-10-01 | $406 | $395 | $11 | $11 |
| ALLIANZ GI SHORT DUR - 2,204 SHARES | P | 2018-01-01 | 2019-10-01 | $31,980 | $32,823 | -$843 | -$843 |
| DWS RREEF GLBL INFRASTRUCTURE - 1,507 SHARES | P | 2018-01-01 | 2019-10-01 | $23,780 | $20,429 | $3,351 | $3,351 |
| GUGGENHEIM LTD DURATION INST - 687.654 SHARES | P | 2017-04-11 | 2019-10-01 | $16,978 | $17,027 | -$49 | -$49 |
| GUGGENHEIM MACRO OPPTY INST - 2,042 SHARES | P | 2018-01-01 | 2019-10-01 | $52,806 | $54,002 | -$1,196 | -$1,196 |
| JHANCOCK INTL GROWTH CL - 901.07 SHARES | P | 2015-10-06 | 2019-10-01 | $24,833 | $18,699 | $6,134 | $6,134 |
| LORD ABBETT BOND DEBENTURE - 7,762 SHARES | P | 2017-11-13 | 2019-10-01 | $62,484 | $63,954 | -$1,470 | -$1,470 |
| LORD ABBETT SHORT DUR INCOME - 12,380 SHARES | P | 2018-06-11 | 2019-10-01 | $52,120 | $51,750 | $370 | $370 |
| MFS EMGING MKTS DEBT - 1,121 SHARES | P | 2018-01-01 | 2019-10-01 | $16,389 | $16,290 | $99 | $99 |
| MFS INTL INTRINSIC VAL - 47.379 SHARES | P | 2015-02-18 | 2019-10-01 | $2,169 | $1,664 | $505 | $505 |
| NEXTERA ENERGY INC - 426 SHARES | D | 1999-09-13 | 2019-12-11 | $100,046 | $11,710 | $88,336 | $88,336 |
| PIMCO INCM - 5,351 SHARES | P | 2018-01-01 | 2019-10-01 | $63,944 | $65,463 | -$1,519 | -$1,519 |
| PIMCO INTERNATIONAL BOND - 2,098 SHARES | P | 2018-01-01 | 2019-10-01 | $23,665 | $21,494 | $2,171 | $2,171 |
| SELECT STR FINANCIAL - 1,456 SHARES | P | 2017-10-24 | 2019-10-01 | $40,957 | $39,063 | $1,894 | $1,894 |
| UNDISCOVERED MGRS BEHAVIORAL - 799 SHARES | P | 2018-01-01 | 2019-10-01 | $47,764 | $40,495 | $7,269 | $7,269 |
| VOYA INTERMEDIATE BOND - 10,672 SHARES | P | 2018-01-01 | 2019-10-01 | $111,629 | $108,580 | $3,049 | $3,049 |
| VOYA MIDCAP OPPS FUND I - 2,127 SHARES | P | 2018-08-29 | 2019-10-01 | $50,070 | $60,407 | -$10,337 | -$10,337 |
| W E C ENERGY GROUP INC - 1,119 SHARES | D | 1995-08-31 | 2019-12-11 | $99,759 | $29,053 | $70,706 | $70,706 |
| CAPITAL GAINS DIVIDENDS | P | $19,982 | $19,982 | $19,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $191,051 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70,049 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,147,573 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061041 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,123 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,148,489 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058445 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,070 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,121,101 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051797 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,256 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $722,642 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064010 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,055 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $739,751 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050091 | DistributionYr5Rt |
| Total Distribution | 0.285384 | TotalDistributionRt |
| Average Distribution | 0.057077 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,122,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,054 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,144 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,198 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,284 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,288 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,288 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,288 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $856 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,656 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $368 | OverpaymentAmt |
| Applied To ES Tax | $368 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | ADAM DIETER | IndividualWithBooksNm |
| Phone | 5308784587 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17366 LAKEVIEW HILLS ROAD | AddressLine1Txt |
| City | MEADOW VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95722 | 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 | 0 | BusinessHoldingsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ADAM DIETER | ||||||||
| 17366 LAKEVIEW HILLS ROAD | MEADOW VISTA | CA | 95722 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| AMY DIETER | ||||||||
| 17366 LAKEVIEW HILLS ROAD | MEADOW VISTA | CA | 95722 | SECRETARY | 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 | $1,139,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,139,327 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,139,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,090 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,122,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,288 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,288 | TotalTaxAmt |
| Distributable Before Adj | $51,824 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,824 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,824 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,284 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $53,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $691 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,552 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,449 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,250 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,382 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,324 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,460 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,784 | 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 | $691 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $49,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,552 | ExcessFromYear4Amt |
| Excess From Year3 | $11,449 | ExcessFromYear3Amt |
| Excess From Year2 | $11,250 | ExcessFromYear2Amt |
| Excess From Year1 | $14,382 | ExcessFromYear1Amt |
| Excess From Current Year | $1,460 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SAVE THE CHILDREN | |||||
| PO BOX 9160 | CHELSEA | MA | 02150 | CHARITABLE | $500 |
| AMERICAN RED CROSS | |||||
| 25688 NETWORK PLACE | CHICAGO | IL | 60673 | CHARITABLE | $2,500 |
| AUBURN INTERFAITH FOOD CLOSET | |||||
| PO BOX 132 | AUBURN | CA | 95604 | CHARITABLE | $200 |
| CHARITY NAVIGATOR | |||||
| 139 HARRISTOWN RD STE 101 | GLEN ROCK | NJ | 07452 | CHARITABLE | $350 |
| MEALS ON WHEELS AMERICA | |||||
| 1550 CRYSTAL DRIVE STE 1004 | ARLINGTON | VA | 22202 | CHARITABLE | $2,000 |
| SIERRA CLUB FOUNDATION | |||||
| 2101 WEBSTER STREET STE 1250 | OAKLAND | CA | 94612 | CHARITABLE | $2,000 |
| FUGEES FAMILY | |||||
| PO BOX 388 | SCOTTSDALE | GA | 300790388 | CHARITABLE | $4,000 |
| LUTHERAN WORLD RELIEF | |||||
| 700 LIGHT STREET | BALTIMORE | MD | 21230 | CHARITABLE | $550 |
| MEADOW VISTA COMMUNITY CENTER | |||||
| PO BOX 598 | MEADOW VISTA | CA | 95722 | CHARITABLE | $5,000 |
| MEADOW VISTA FRIENDLY NEIGHBORS | |||||
| PO BOX 764 | MEADOW VISTA | CA | 95722 | CHARITABLE | $1,000 |
| NEVADA COUNTY HABITAT FOR HUMANITY | |||||
| PO BOX 2997 | GRASS VALLEY | CA | 95945 | CHARITABLE | $5,000 |
| PLACER HILLS UNION SCHOOL DISTRICT | |||||
| 16801 PLACER HILLS ROAD | MEADOW VISTA | CA | 95722 | CHARITABLE | $5,654 |
| UCSF FOUNDATION | |||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | CHARITABLE | $10,000 |
| UNICEF | |||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | CHARITABLE | $11,000 |
| WORLD VISION | |||||
| PO BOX 70399 | TACOMA | WA | 98481 | CHARTIABLE | $430 |
| CAPITAL PUBLIC RADIO | |||||
| 7055 FOLSOM BLVD | SACRAMENTO | CA | 95826 | CHARITABLE | $100 |
| SOLAR COOKERS INTERNATIONAL | |||||
| 2400 22ND STREET STE 210 | SACRAMENTO | CA | 95818 | CHARITABLE | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,284 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,330 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $191,051 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED BUT UNRECOGNIZED GAINS/(LOSSES) | Desc |
| Unrelated Business Taxbl Incm | -$32,768 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$32,768 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $214,381 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $181,613 | 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 |
|---|---|
| 11 | REALIZED BUT UNRECOGNIZED GAINS/LOSSES REPRESENTS THE CURRENT PUBLICLY |
| 11 | TRADED VALUE OF SECURITIES OVER THE BEGINNING OF YEAR VALUES. IN |
| 11 | ORDER TO SHOW THE VALUES OF THE SECURITIES ON THE BALANCE SHEET, THIS |
| 11 | ADJUSTMENT IS NECESSARY. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ADAM W DIETER | ||||||
| 1 | 1677 EAST CHIPPEWA CIRCLE | LAS VEGAS | NV | 89169 | $99,799 | Yes (X) |
| ADAM W DIETER | ||||||
| 2 | 1677 EAST CHIPPEWA CIRCLE | LAS VEGAS | NV | 89169 | $99,334 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | NYSE PUBLICLY TRADED STOCK NEXTERA ENERGY INC - 426 SHARES | $99,799 | 2019-12-10 |
| 2 | NYSE PUBLICLY TRADED STOCK W E C ENERGY GROUP INC - 1,119 SHARES | $99,334 | 2019-12-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,465 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CS | StockNm |
| EOY Book Value | $1,295,483 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $8,148 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED BUT UNRECOGNIZED GAINS/(LOSSES) | Desc |
| Revenue And Expenses Per Books | -$32,768 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX EXPENSE | $251 | $0 | $0 | $0 |
| FOREIGN DIVIDEND TAX EXPENSE | $189 | $0 | $0 | $0 |
| FTB TAX EXPENSE | $10 | $0 | $0 | $0 |
| REGISTRY OF CHARITABLE TRUSTS | $25 | $0 | $0 | $0 |
| SECRETARY OF STATE TAX EXPENSE | $20 | $0 | $0 | $0 |