DIETRICH AMERICAN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DIETRICH AMERICAN FOUNDATION (EIN 51-6017453)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201933169349100448
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-12T12:34:35-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270641509PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REGAN LEVIN BLOSS BROWN & SAVCHAK PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1702 HAMILTON ST STE 200AddressLine1Txt
CityALLENTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN516017453EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DIETRICH AMERICAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O SAUL EWING ARNSTEIN & LEHR LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDIETBusinessNameControlTxt
Phone2159727849PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 MARKET ST 38TH FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191022186ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH RICHARD DIETRICH IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2159727849PhoneNum
Signature2019-09-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY S BERDAHL CPAPreparerPersonNm
PTINP00138106PTIN
Phone6104347700PhoneNum
Preparation2019-11-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address204.186.81.206IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm12:34:35IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2ED1AB018E8282E76C43B401AE6D79B119FFEC08AtSubmissionCreationDeviceId
At Submission Filing Device IdEDB9CC163EEA098F3A7E3F64694CA3F8872B32E4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,846,255FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,961,005ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$28,118InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28,118InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$28,118InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$139,512DividendsRevAndExpnssAmt
Dividends Net Invst Incm$139,512DividendsNetInvstIncmAmt
Dividends Adj Net Incm$139,512DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$16,411NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,243,361GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$63,940CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$17,218OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm-$17,218OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,127,828TotalRevAndExpnssAmt
Total Net Invst Incm$231,570TotalNetInvstIncmAmt
Total Adj Net Incm$150,412TotalAdjNetIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$74,952OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$37,476OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$5,973PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$2,987PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$23,757LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$11,879LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,995AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,997AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$211,074OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$168,859OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,165TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$3,583TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$755DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$933TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$467TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$57,452OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30,532OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$13,461OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$388,056TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,532TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$241,709TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$508,956TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,532TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$362,609TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,618,872ExcessRevenueOverExpensesAmt
Net Investment Income$201,038NetInvestmentIncomeAmt
Adjusted Net Income$150,412AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$108,019CashBOYAmt
Cash EOY$286,973CashEOYAmt
Cash EOYFMV$286,973CashEOYFMVAmt
Sav And Temp Cash Invst BOY$985,494SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$521,734SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$499,343SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,751,065CorporateStockBOYAmt
Corporate Stock EOY$5,368,460CorporateStockEOYAmt
Corporate Stock EOYFMV$6,208,098CorporateStockEOYFMVAmt
Other Investments EOY$2,293,032OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,293,032OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$41,134LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$32,020LandBldgEquipAccumDeprecAmt
Land BOY$9,868LandBOYAmt
Land EOY$9,114LandEOYAmt
Land EOYFMV$9,114LandEOYFMVAmt
Other Assets BOY$22,549,695OtherAssetsBOYAmt
Other Assets EOY$22,549,695OtherAssetsEOYAmt
Other Assets EOYFMV$22,549,695OtherAssetsEOYFMVAmt
Total Assets BOY$28,404,141TotalAssetsBOYAmt
Total Assets EOY$31,029,008TotalAssetsEOYAmt
Total Assets EOYFMV$31,846,255TotalAssetsEOYFMVAmt
Accounts Payable EOY$5,995AccountsPayableEOYAmt
Total Liabilities EOY$5,995TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$28,404,141RetainedEarningBOYAmt
Retained Earning EOY$31,023,013RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$28,404,141TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,023,013TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,404,141TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,029,008TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,404,141TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,618,872ExcessRevenueOverExpensesAmt
Subtotal$31,023,013SubtotalAmt
Tot Net Ast Or Fund Balances EOY$31,023,013TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$63,940CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$321,926AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,738,287NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056101DistributionYr1Rt
Adjusted Qlfy Distri Yr2$261,646AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,989,315NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052441DistributionYr2Rt
Adjusted Qlfy Distri Yr3$169,850AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,194,096NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032701DistributionYr3Rt
Adjusted Qlfy Distri Yr4$85,243AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,737,510NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049060DistributionYr4Rt
Adjusted Qlfy Distri Yr5$186,166AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$633,741NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.293757DistributionYr5Rt
Total Distribution0.484060TotalDistributionRt
Average Distribution0.096812AverageDistributionRt
Net Vl Noncharitable Assets$6,047,422NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$585,463AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,010NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$587,473AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$362,609QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,021InvestmentIncomeExciseTaxAmt
Subtotal$4,021SubtotalAmt
Tax Based On Investment Income$4,021TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,900EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,900TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$39EsPenaltyAmt
Tax Due$1,160TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE TREASURERIndividualWithBooksNm
Phone2159727849PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11500 MARKET ST 38TH FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
H RICHARD DIETRICH III
6111 KENNEDY DRIVECHEVY CHASEMD20815PRESIDENT15.00$0$0$0
H RICHARD DIETRICH III
6111 KENNEDY DRIVECHEVY CHASEMD20815SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FINE ART OBJECTS EXHIBITED OR ON LOAN TO APPROX. 50 VARIOUS MUSEUMS, EDUCATIONAL INSTITITIONS OR RESTORED HISTORICAL PUBLIC BUILDINGSDescription1Txt
Expenses1$293,787Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,076,604AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,911AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,139,515TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,139,515AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$92,093CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,047,422NetVlNoncharitableAssetsAmt
Minimum Investment Return$302,371MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$362,609ExpensesAndContributionsAmt
Qualifying Distributions$362,609QualifyingDistributionsAmt
Adjusted Qualifying Distri$362,609AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$362,609QualifyingDistributionsAmt
Remaining Distri From Corpus$362,609RemainingDistriFromCorpusAmt
Total Corpus$362,609TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$150,412CurrentYearAmt
Year1$141,179Year1Amt
Year2$100,555Year2Amt
Year3$102,156Year3Amt
Total$494,302TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$127,850CurrentYearAmt
Year1$120,002Year1Amt
Year2$85,472Year2Amt
Year3$86,833Year3Amt
Total$420,157TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$362,609CurrentYearAmt
Year1$321,926Year1Amt
Year2$261,646Year2Amt
Year3$221,541Year3Amt
Total$1,167,722TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$362,609CurrentYearAmt
Year1$321,926Year1Amt
Year2$261,646Year2Amt
Year3$221,541Year3Amt
Total$1,167,722TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$30,901,149CurrentYearAmt
Year1$28,287,982Year1Amt
Year2$19,354,087Year2Amt
Year3$18,611,666Year3Amt
Total$97,154,884TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$24,853,727CurrentYearAmt
Year1$22,549,695Year1Amt
Year2$13,377,295Year2Amt
Year3$13,378,495Year3Amt
Total$74,159,212TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
IMAGINATION STAGE
4908 AUBURN AVEBETHESDAMD20814CHARITABLE PURPOSE$10,000
MUSEUM OF THE AMERICAN REVOLUTION
101 S THIRD STPHILADELPHIAPA19106CHARITABLE PURPOSE$11,000
NATIONAL GALLERY OF ART
THECIRCLE-2000B S CLUB DRLANDOVERMD20785CHARITABLE PURPOSE$2,250
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101CHARITABLE PURPOSE$7,000
SIDWELL FRIENDS SCHOOL
PO BOX 5037WHITE PLAINSNY106025037CHARITABLE PURPOSE$10,000
THE DIPLOMATIC RECEPTION RMS
M/FA RM 8213WASHINGTONDC20520CHARITABLE PURPOSE$5,000OFFICE OF THE CURATOR2201 C STREET NW
THOMAS JEFFERSON FOUNDATION
PO BOX 217CHARLOTTESVILLEVA22902CHARITABLE PURPOSE$2,500
WASHINGTON BALLET
3515 WISCONSIN AVENUE NWWASHINGTONDC20016CHARITABLE PURPOSE$5,700
WESLEYAN UNIVERSITY
318 HIGH STMIDDLETOWNCT06459CHARITABLE PURPOSE$1,000
WHEATON ICE SKATING ACADEMY
PO BOX 3853GAITHERSBURGMD20885CHARITABLE PURPOSE$4,000
KENNEDY CENTER FOR PERFORMING ARTS
PO BOX 101510ARLINGTONVA22210CHARITABLE PURPOSE$2,000ATTN DEVELOPMENT
KSEA SAILING SCHOOL
PO BOX 473BLUE HILLME04614CHARITABLE PURPOSE$2,000
MINNESOTA ZOO FOUNDATION
13000 ZOO BOULEVARDAPPLE VALLEYMN55124CHARITABLE PURPOSE$30,000
SHAW INSTITUTE
55 MAIN ST PO BOX 1652BLUE HILLME04614CHARITABLE PURPOSE$5,000FORMERLY MARINE & ENV RES INST
ST JUDE CHILDREN'S RESEARCH
501 ST JUDE PLACEMEMPHISTN38105CHARITABLE PURPOSE$200
THORNWILLOW INSTITUTE
25 SPRING STNEWBURGHNY12550CHARITABLE PURPOSE$10,000
THE UNIVERSITY OF PA
2929 WALNUT STPHILADELPHIAPA191045099CHARITABLE PURPOSE$500GIFTS ACCOUNTING & ADMIN & RECORDS
GEBHARDT INST FOR CIVIC & COMM ENG
ONE BROOKINGS DRST LOUISMO631304899CHARITABLE PURPOSE$500TAMMY CAVARETTA DIRECTOR OF DEV FOR UNIV INIATIVECAMPUS BOX 1060
WALSH PARK BENEVOLENT CORP
PO BOX 684FISHERS ISLANDNY06390CHARITABLE PURPOSE$10,000
WASHINGTON AREA WOMEN'S FOUNDATION
1331 H STREET NW STE 1000WASHINGTONDC20005CHARITABLE PURPOSE$250
WORLD MONUMENTS FUND
350 FIFTH AVE STE 2412NEW YORKNY10118CHARITABLE PURPOSE$1,000EMPIRE STATE BUILDING
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT065212038CHARITABLE PURPOSE$1,000OFFICE OF DEV CONTRIBUTION PROCESSING
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,118ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$139,512ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,940ExclusionAmt
Related Or Exempt Function Incm-$47,529RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER REVENUE14$1,178
BRYN COED FARMS CO K-116-$17,395
BRYN COED MANAGEMENT LLC K116-$1,001

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$214,352ExclusionAmt
Related Or Exempt Function Incm-$47,529RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$166,823TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3TEMPORARY INVESTMENT OF CASH
4TEMPORARY INVESTMENT OF CASH
8TEMPORARY INVESTMENT OF CASH
11BTEMPORARY INVESTMENT OF CASH
11CINVESTMENT IN PARTNERSHIP
11DINVESTMENT IN PARTNERSHIP

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$5,995Amt
Disbursements Charitable Prps$2,997DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
COMPUTERS2000-03-31$18,180$18,180S/L5.0000
COMPUTERS2002-02-15$6,658$6,658200DB5.0000
COMPUTERS2010-06-01$2,796$2,796200DB5.0000
LAND/BUILDING2000-12-31$7,98015.0000
COMPUTER2015-12-15$5,520$3,632200DB5.0000$755

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtBasisBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmt
COMPUTERS2000-03PURCHASE2018-01$18,180$18,180
COMPUTERS2002-02PURCHASE2018-01$6,658$6,658
WELLS FARGO SHORT TERM2018-01PURCHASE2018-12$1,887,755$1,718,480-$169,275
WELLS FARGO LONG TERM2001-01PURCHASE2018-12$2,339,195$2,460,941$121,746

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$5,368,460EOYBookValueAmt
EOYFMV$6,208,098EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN BRYN COED FARMSFMV$2,197,167$2,197,167
INVESTMENT IN BYRN COED MANAGEMENTFMV$95,865$95,865

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Cost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
$33,154$32,020$1,134$1,134
$7,980$7,980$7,980

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$23,757LegalFeesAmt
Disbursements Charitable Prps$11,879DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescHISTORIC ARTIFACTSDesc
BOY Book Value$22,549,695BOYBookValueAmt
EOY Book Value$22,549,695EOYBookValueAmt
EOYFMV$22,549,695EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BOARD EXPENSES$348$174
DUES AND SUBSCRIPTIONS$133$67
INSURANCE$14,420$7,210
LICENSE$15$8
OFFICE$191$95
PAYROLL FEES$1,282$641
RENTAL$7,856$3,928
REPAIRS$2,250$1,125
SUPPLIES$375$188
WELLS FARGO ACCT MANAGEMENT F$30,532$30,532
SAMPLES$50$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER REVENUE$1,178$1,178
BRYN COED FARMS CO K-1-$17,395-$17,395
BRYN COED MANAGEMENT LLC K1-$1,001-$1,001

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$211,074Amt
Disbursements Charitable Prps$168,859DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonESTATE OF H RICHARD DIETRICH JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16325 S RAINBOW BLVD STE 300AddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89118ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$7,165Amt
Disbursements Charitable Prps$3,583DisbursementsCharitablePrpsAmt

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