DIETRICH AMERICAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DIETRICH AMERICAN FOUNDATION (EIN 51-6017453)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349100239
- Schema version
- 2017v2.3
- 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
- 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 | 2018-11-15T09:03:14-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 |
| 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 | C/O SAUL EWING LLP 1500 MARKET ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H RICHARD DIETRICH III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2159727849 | PhoneNum |
| Signature | 2018-09-30 | 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 | 2018-11-12 | 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 | 2018-11-15 | IPDt |
| IP Tm | 08:03:14 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 37DE2DC9E45F349381E30E647EBF59A6BB170868 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3DBE3B2153386EC131E4D1A959DA358342D7F004 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,000,778 | 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 | $9,172,400 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $502 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $502 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $502 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $134,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,220 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $134,220 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $265,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,305,654 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,864 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,457 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $6,457 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,579,578 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,586 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $141,179 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,347 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $36,674 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,869 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,935 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $61,285 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $30,643 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $156,719 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,859 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,217 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,608 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,258 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,970 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $985 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,436 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,922 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $380,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,436 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $173,576 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $529,192 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,436 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,926 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,050,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $141,179 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $352,953 | CashBOYAmt |
| Cash EOY | $108,019 | CashEOYAmt |
| Cash EOYFMV | $108,018 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $985,494 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $985,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $984,481 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,626,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,751,065 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,348,716 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $41,134 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,266 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,126 | LandBOYAmt |
| Land EOY | $9,868 | LandEOYAmt |
| Land EOYFMV | $9,868 | LandEOYFMVAmt |
| Other Assets BOY | $13,377,295 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,549,695 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,549,695 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,353,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,404,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,000,778 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $19,353,755 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,404,141 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,353,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,404,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,353,755 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,404,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,353,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,050,386 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,404,141 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,404,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,864 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $261,646 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,989,315 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052441 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $169,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,194,096 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032701 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,243 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,737,510 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049060 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $186,166 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $633,741 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.293757 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $167,555 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $774,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.216315 | DistributionYr5Rt |
| Total Distribution | 0.644274 | TotalDistributionRt |
| Average Distribution | 0.128855 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,738,287 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $739,407 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,422 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $740,829 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $321,926 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,843 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,843 | SubtotalAmt |
| Tax Based On Investment Income | $2,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $667 | TaxDueAmt |
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 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| H RICHARD DIETRICH III | ||||||||
| 6111 KENNEDY DRIVE | CHEVY CHASE | MD | 20815 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| H RICHARD DIETRICH III | ||||||||
| 6111 KENNEDY DRIVE | CHEVY CHASE | MD | 20815 | SECRETARY | 2.00 | $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 |
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 INSTITITIONS OR RESTORED HISORICAL PUBLIC BUILDINGS | Description1Txt |
| Expenses1 | $321,926 | 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 | $5,744,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,825,672 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,825,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,738,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $286,914 | 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 | $321,926 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $321,926 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $321,926 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $321,926 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $321,926 | RemainingDistriFromCorpusAmt |
| Total Corpus | $321,926 | 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 | $141,179 | CurrentYearAmt |
| Year1 | $100,555 | Year1Amt |
| Year2 | $102,156 | Year2Amt |
| Year3 | $73,243 | Year3Amt |
| Total | $417,133 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $120,002 | CurrentYearAmt |
| Year1 | $85,472 | Year1Amt |
| Year2 | $86,833 | Year2Amt |
| Year3 | $62,257 | Year3Amt |
| Total | $354,564 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $321,926 | CurrentYearAmt |
| Year1 | $261,646 | Year1Amt |
| Year2 | $221,541 | Year2Amt |
| Year3 | $85,243 | Year3Amt |
| Total | $890,356 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $321,926 | CurrentYearAmt |
| Year1 | $261,646 | Year1Amt |
| Year2 | $221,541 | Year2Amt |
| Year3 | $85,243 | Year3Amt |
| Total | $890,356 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,287,982 | CurrentYearAmt |
| Year1 | $19,354,087 | Year1Amt |
| Year2 | $18,611,666 | Year2Amt |
| Year3 | $18,872,075 | Year3Amt |
| Total | $85,125,810 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $22,549,695 | CurrentYearAmt |
| Year1 | $13,377,295 | Year1Amt |
| Year2 | $13,378,495 | Year2Amt |
| Year3 | $13,378,495 | Year3Amt |
| Total | $62,683,980 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| HENRY L FERGUSON MUSEUM | |||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | CHARITABLE PURPOSE | $5,000 | ||
| IMAGINATION STAGE | |||||||
| 4908 AUBURN AVE | BETHESDA | MD | 20814 | CHARITABLE PURPOSE | $5,000 | ||
| MARINE AND ENVIRON RESEARCH INST | |||||||
| 55 MAIN ST | BLUE HILL | ME | 04614 | CHARITABLE PURPOSE | $5,800 | PO BOX 1652 | |
| MUSEUM OF THE AMERICAN REVOLUTION | |||||||
| 101 S THIRD ST | PHILADELPHIA | PA | 19106 | CHARITABLE PURPOSE | $8,000 | ||
| NATIONAL GALLERY OF ART | |||||||
| 2000B SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | CHARITABLE PURPOSE | $2,250 | ||
| NATIONAL LANDS TRUST | |||||||
| 1031 PALMERS MILL RD | MEDIA | PA | 19063 | CHARITABLE PURPOSE | $1,000 | ||
| PHILADELPHIA MUSEUM OF ART | |||||||
| 2600 BENJAMIN FRANKLIN PY | PHILADELPHIA | PA | 19130 | CHARITABLE PURPOSE | $27,000 | ||
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | CHARITABLE PURPOSE | $15,600 | ||
| DIPLOMATIC RECEPTION RECEPTION RMS | |||||||
| OFFICE OF CURATOR 8213 | WASHINGTON | DC | 20520 | CHARITABLE PURPOSE | $5,000 | 2201 C STREET NW | US DEPARTMENT OF STATE |
| THOMAS JEFFERSON FOUNDATION | |||||||
| PO BOX 217 | CHARLOTTESVILLE | VA | 22902 | CHARITABLE PURPOSE | $15,000 | ||
| WASHINGTON BALLET | |||||||
| 3515 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | CHARITABLE PURPOSE | $5,700 | ||
| WESLEYAN UNIVERSITY | |||||||
| 45 WYLLYS AVE | MIDDLETON | CT | 06459 | CHARITABLE PURPOSE | $1,000 | ||
| WHEATON ICE SKATING ACADEMY | |||||||
| PO BOX 3853 | GAITHERSBURG | MD | 20885 | CHARITABLE PURPOSE | $2,000 | ||
| WILDLIFE CONSERVATION NETWORK INC | |||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | CHARITABLE PURPOSE | $50,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $502 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,220 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,864 | ExclusionAmt |
| Related Or Exempt Function Incm | $231,135 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| WELLS FARGO | 14 | $6,307 |
| OTHER | 25 | $150 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $176,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $231,135 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $407,178 | 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 |
|---|---|
| 3 | TEMPORARY INVESTMENT OF CASH |
| 4 | TEMPORARY INVESTMENT OF CASH |
| 8 | TEMPORARY INVESTMENT OF CASH |
| 11B | TEMPORARY INVESTMENT OF CASH |
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 | $5,900 | Amt |
| Disbursements Charitable Prps | $2,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTERS | 2000-03-31 | $18,180 | $18,180 | S/L | 5.0000 | |
| COMPUTERS | 2002-02-15 | $6,658 | $6,658 | 200DB | 5.0000 | |
| 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 | $2,374 | 200DB | 5.0000 | $1,258 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO SHORT TERM | 2017-01 | PURCHASE | 2017-12 | $132,682 | $126,677 | $6,005 |
| WELLS FARGO LONG TERM | 2001-01 | PURCHASE | 2017-12 | $1,138,108 | $912,978 | $225,130 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $4,751,065 | EOYBookValueAmt |
| EOYFMV | $6,348,716 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| $33,154 | $31,266 | $1,888 | |
| $7,980 | $7,980 | $9,868 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $61,285 | LegalFeesAmt |
| Disbursements Charitable Prps | $30,643 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HISTORIC ARTIFACTS | Desc |
| BOY Book Value | $13,377,295 | BOYBookValueAmt |
| EOY Book Value | $22,549,695 | EOYBookValueAmt |
| EOYFMV | $22,549,695 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| LICENSE | $200 | $100 | |
| OFFICE | $868 | $434 | |
| PAYROLL FEES | $1,221 | $611 | |
| REPAIRS | $427 | $214 | |
| DUES AND SUBSCRIPTIONS | $83 | $42 | |
| INSURANCE | $15,296 | $7,648 | |
| WELLS FARGO ACCT MANAGEMENT F | $27,436 | $27,436 | |
| RENTAL | $2,833 | $1,416 | |
| SUPPLIES | $3,228 | $1,614 | |
| BOARD EXPENSES | $17,685 | $8,843 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| WELLS FARGO | $6,307 | $6,307 |
| OTHER | $150 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $156,719 | Amt |
| Disbursements Charitable Prps | $75,859 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $5,217 | Amt |
| Disbursements Charitable Prps | $2,608 | DisbursementsCharitablePrpsAmt |
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