DIETRICH AMERICAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DIETRICH AMERICAN FOUNDATION (EIN 51-6017453)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349102184
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T14:42:52-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 702 HAMILTON ST STE 200 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | 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 | 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 ARNSTEIN & LEHR LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIET | BusinessNameControlTxt |
| Phone | 2159727849 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 MARKET ST 38TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191022186 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H RICHARD DIETRICH | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 2023654351 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY S BERDAHL CPA | PreparerPersonNm |
| PTIN | P00138106 | PTIN |
| Phone | 6104347700 | PhoneNum |
| Preparation | 2020-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.186.81.206 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 14:42:52 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2ED1AB018E8282E76C43B401AE6D79B119FFEC08 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2ED1AB018E8282E76C43B401AE6D79B119FFEC08 | 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 | $32,883,017 | 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 | $25,027 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,668 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $25,027 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $161,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,730 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $161,730 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $632,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,348 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$74,216 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$74,216 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $161,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,746 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $112,541 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,560 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $36,780 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,866 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,933 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,879 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $7,440 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $298,992 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $239,194 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,641 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,381 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,630 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $604 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,858 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,929 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,046 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,440 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,804 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $475,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $308,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $266,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $266,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $742,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $575,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$580,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,925 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $112,541 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $286,973 | CashBOYAmt |
| Cash EOY | $276,010 | CashEOYAmt |
| Cash EOYFMV | $276,010 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $521,734 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,201,734 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,203,811 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,368,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,975,706 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,414,224 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,293,032 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $430,768 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $430,768 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,297 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,788 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,114 | LandBOYAmt |
| Land EOY | $8,509 | LandEOYAmt |
| Land EOYFMV | $8,509 | LandEOYFMVAmt |
| Other Assets BOY | $22,549,695 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,549,695 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,549,695 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,029,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,442,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,883,017 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,995 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,995 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $31,023,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,442,422 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,023,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,442,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,029,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,442,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,023,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$580,591 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,442,422 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,442,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,348 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $362,609 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,047,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059961 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $321,926 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,738,287 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056101 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $261,646 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,989,315 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052441 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $169,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,194,096 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032701 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,243 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,737,510 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049060 | DistributionYr5Rt |
| Total Distribution | 0.250264 | TotalDistributionRt |
| Average Distribution | 0.050053 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,713,109 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $336,011 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,729 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $337,740 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $575,685 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,729 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,729 | SubtotalAmt |
| Tax Based On Investment Income | $1,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $29 | EsPenaltyAmt |
| Overpayment | $2,342 | OverpaymentAmt |
| Applied To ES Tax | $2,342 | AppliedToESTaxAmt |
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 | Yes (true) | 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 | THE TREASURER | IndividualWithBooksNm |
| Phone | 2159727849 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 MARKET ST 38TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | 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 | PRESIDENT/DI | 000.00 | $0 | $0 | $0 |
| CHRISTIAN DIETRICH | ||||||||
| 25 E END AVENUE APT 10C | NEW YORK | NY | 10028 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CORDELIA DIETRICH | ||||||||
| 417 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | DIRECTOR | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $575,685 | 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 | $6,779,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,815,339 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,815,339 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,713,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $335,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $575,685 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $575,685 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,729 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $573,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $575,685 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $575,685 | RemainingDistriFromCorpusAmt |
| Total Corpus | $575,685 | 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 | $112,541 | CurrentYearAmt |
| Year1 | $150,412 | Year1Amt |
| Year2 | $141,179 | Year2Amt |
| Year3 | $100,555 | Year3Amt |
| Total | $504,687 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $95,660 | CurrentYearAmt |
| Year1 | $127,850 | Year1Amt |
| Year2 | $120,002 | Year2Amt |
| Year3 | $85,472 | Year3Amt |
| Total | $428,984 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $575,685 | CurrentYearAmt |
| Year1 | $362,609 | Year1Amt |
| Year2 | $321,926 | Year2Amt |
| Year3 | $261,646 | Year3Amt |
| Total | $1,521,866 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $575,685 | CurrentYearAmt |
| Year1 | $362,609 | Year1Amt |
| Year2 | $321,926 | Year2Amt |
| Year3 | $261,646 | Year3Amt |
| Total | $1,521,866 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,262,804 | CurrentYearAmt |
| Year1 | $30,901,149 | Year1Amt |
| Year2 | $28,287,982 | Year2Amt |
| Year3 | $19,354,087 | Year3Amt |
| Total | $107,806,022 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $22,549,695 | CurrentYearAmt |
| Year1 | $24,853,727 | Year1Amt |
| Year2 | $22,549,695 | Year2Amt |
| Year3 | $13,377,295 | Year3Amt |
| Total | $83,330,412 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | CHARITABLE PURPOSE | $10,000 | ||
| FOCUSED CONSERVATION SOLUTIONS INC | |||||||
| 2160 AUTUMN COVE CIRCLE | FLEMING ISLAND | FL | 32003 | CHARITABLE PURPOSE | $50,000 | E AFRICAN WILDLIFE TRAFFICKING | 609 GREENWICH ST NY 10014 |
| IMAGINATION STAGE | |||||||
| 4908 AUBURN AVE | BETHESDA | MD | 20814 | CHARITABLE PURPOSE | $7,000 | ||
| MINNESOTA ZOO FOUNDATION | |||||||
| 13000 ZOO BOULEVARD | APPLE VALLEY | MN | 55124 | CHARITABLE PURPOSE | $37,000 | ||
| MONGABAYORG | |||||||
| P O BOX 0291 | MENLO PARK | CA | 94026 | CHARITABLE PURPOSE | $25,000 | ||
| MUSEUM OF THE AMERICAN REVOLUTION | |||||||
| 101 S THIRD ST | PHILADELPHIA | PA | 19106 | CHARITABLE PURPOSE | $5,000 | ||
| NATIONAL GALLERY OF ART | |||||||
| THECIRCLE-2000B S CLUB DR | LANDOVER | MD | 20785 | CHARITABLE PURPOSE | $2,250 | ||
| NEW FASHION INITIATIVE | |||||||
| 6 ST JOHNS LANE | NEW YORK | NY | 10013 | CHARITABLE PURPOSE | $10,000 | ||
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | CHARITABLE PURPOSE | $46,600 | 2600 BENJAMIN FRANKLIN PK | |
| SIDWELL FRIENDS SCHOOL | |||||||
| PO BOX 5037 | WHITE PLAINS | NY | 106025037 | CHARITABLE PURPOSE | $7,500 | ||
| THE DIPLOMATIC RECEPTION RMS | |||||||
| M/FA RM 8213 | WASHINGTON | DC | 20520 | CHARITABLE PURPOSE | $5,000 | OFFICE OF THE CURATOR | 2201 C STREET NW |
| THOMAS JEFFERSON FOUNDATION | |||||||
| PO BOX 217 | CHARLOTTESVILLE | VA | 22902 | CHARITABLE PURPOSE | $15,000 | ||
| WASHINGTON BALLET | |||||||
| 3515 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | CHARITABLE PURPOSE | $8,500 | ||
| WEILL CORNELL MEDICINE | |||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | CHARITABLE PURPOSE | $25,000 | OFFICE OF EXTERNAL AFFAIRS | PO BOX 314 |
| WHEATON ICE SKATING ACADEMY | |||||||
| PO BOX 3853 | GAITHERSBURG | MD | 20885 | CHARITABLE PURPOSE | $7,500 | ||
| YOUNG TALENT CHAMBER MUSIC INC | |||||||
| 38 BHASKING RIDGE ROAD | WILTON | CT | 06897 | CHARITABLE PURPOSE | $5,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $266,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,027 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,348 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,066 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| BRYN COED FARMS CO K-1 | 16 | -$70,714 |
| BRYN COED MANAGEMENT LLC K1 | 16 | -$3,502 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,889 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,066 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,955 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | TEMPORARY INVESTMENT OF CASH |
| 4 | TEMPORARY INVESTMENT OF CASH |
| 8 | TEMPORARY INVESTMENT OF CASH |
| 11B | INVESTMENT IN PARTNERSHIP |
| 11C | INVESTMENT IN PARTNERSHIP |
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 | $6,250 | Amt |
| Disbursements Charitable Prps | $3,125 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| 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 | $4,387 | 200DB | 5.0000 | $604 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ISHARES TR MSCI EMERGING MARKETS | 2018-10 | PURCHASE | 2019-08 | $38,784 | $42,580 | -$3,796 |
| SPDR S & P 500 ETF TRUST | 2018-10 | PURCHASE | 2019-08 | $284,528 | $276,454 | $8,074 |
| SPDR S & P 500 ETF TRUST | 2018-10 | PURCHASE | 2019-08 | $284,528 | $263,740 | $20,788 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $5,975,706 | EOYBookValueAmt |
| EOYFMV | $8,414,224 | 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 | $377,633 | $377,633 |
| INVESTMENT IN BYRN COED MANAGEMENT | AT COST | $53,135 | $53,135 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| $8,317 | $7,788 | $529 | $529 |
| $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 | $14,879 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,440 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HISTORIC ARTIFACTS | Desc |
| BOY Book Value | $22,549,695 | BOYBookValueAmt |
| EOY Book Value | $22,549,695 | EOYBookValueAmt |
| EOYFMV | $22,549,695 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BOARD EXPENSES | |||
| DUES AND SUBSCRIPTIONS | $75 | $38 | |
| INSURANCE | $14,430 | $7,215 | |
| LICENSE | $15 | $8 | |
| OFFICE | $6,066 | $3,033 | |
| PAYROLL FEES | $1,456 | $728 | |
| RENTAL | $4,862 | $2,431 | |
| REPAIRS | |||
| SUPPLIES | $2,702 | $1,351 | |
| WELLS FARGO ACCT MANAGEMENT F | $34,440 | $34,440 | |
| SAMPLES |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| BRYN COED FARMS CO K-1 | -$70,714 | -$70,714 |
| BRYN COED MANAGEMENT LLC K1 | -$3,502 | -$3,502 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OUTSIDE CONTRACT SERVICES | $5,727 | $4,582 |
| IT SUPPORT | $1,800 | $1,440 |
| ADMINISTRATIVE EXPENSES | $11,580 | $9,264 |
| OTHER CONSULTING | $135,200 | $108,160 |
| DATABASE AND WEB EDITING | $3,400 | $2,720 |
| PHOTOGRAPHS | $5,095 | $4,076 |
| UPHOLSTERY TREATMENT | $3,924 | $3,139 |
| BOOK PUBLISHING COSTS | $132,266 | $105,813 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $7,641 | Amt |
| Net Investment Income | $2,381 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,630 | DisbursementsCharitablePrpsAmt |
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