DILBECK REALTORS & ASSOCIATES CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DILBECK REALTORS & ASSOCIATES CHARITABLE FOUNDATION (EIN 95-4691602)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-06
IRS object ID
201700659349100560
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-03-06T15:21:22-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954659692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUCAS HORSFALL MURPHY & PINDROH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E CORSON ST STE 200AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911033841ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954691602EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DILBECK REALTORS & ASSOCIATESBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDILBBusinessNameControlTxt
Phone6467445100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11030 FOOTHILL BLVDAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91011ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK DILBECKPersonNm
Person TitleCEOPersonTitleTxt
Phone8187906774PhoneNum
Signature2017-02-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL H SOVIKPreparerPersonNm
PTINP00942164PTIN
Phone6267445100PhoneNum
Preparation2017-02-14PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdCCCA9011C19B24D830D07A6325CD33DBF1792E80AtSubmissionCreationDeviceId
At Submission Filing Device IdA5F0722B2E1EE60B7359FC3108F559BC9498E2AFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,059FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$16,074ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$84InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$84InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$16,158TotalRevAndExpnssAmt
Total Net Invst Incm$84TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$740AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$145AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$595AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$160OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$160OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$900TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$145TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$755TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,775ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,775ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,675TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$145TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,530TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,483ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,695CashBOYAmt
Cash EOY$14,094CashEOYAmt
Cash EOYFMV$14,094CashEOYFMVAmt
Sav And Temp Cash Invst BOY$23,881SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,965SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,965SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$31,576TotalAssetsBOYAmt
Total Assets EOY$38,059TotalAssetsEOYAmt
Total Assets EOYFMV$38,059TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$31,576UnrestrictedBOYAmt
Unrestricted EOY$38,059UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$31,576TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$31,576TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$38,059TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$31,576TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,483ExcessRevenueOverExpensesAmt
Subtotal$38,059SubtotalAmt
Tot Net Ast Or Fund Balances EOY$38,059TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,067AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$28,792NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.558037DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,995AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$29,892NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.300917DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,881AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$29,535NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.469985DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,777AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$30,348NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.355114DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,571AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$43,529NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.518528DistributionYr5Rt
Total Distribution2.202581TotalDistributionRt
Average Distribution0.440516AverageDistributionRt
Net Vl Noncharitable Assets$34,296NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$15,108AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$15,108AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,530QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLUCAS HORSFALL ET AL LLPIndividualWithBooksNm
Phone6267445100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 E CORSON STAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911033841ZIPCd
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 HoldingsfalseBusinessHoldingsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK DILBECK
1030 FOOTHILL BLVDLA CANADACA91011CEO5.00$0$0$0
DENNIS FALSETTI
1030 FOOTHILL BLVDLA CANADACA91011SECRETARY5.00$0$0$0
LYNN KORNMANN
1030 FOOTHILL BLVDLA CANADACA91011CFO5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,818AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,818TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$34,818AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$522CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,296NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,715MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,715MinimumInvestmentReturnAmt
Distributable Before Adj$1,715DistributableBeforeAdjAmt
Distributable Before Ded$1,715DistributableBeforeDedAmt
Distributable As Adjusted$1,715DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,530ExpensesAndContributionsAmt
Qualifying Distributions$9,530QualifyingDistributionsAmt
Adjusted Qualifying Distri$9,530AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,715DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$20,395ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,260ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,404ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,500ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,627ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$64,186TotalExcessDistributionCyovAmt
Qualifying Distributions$9,530QualifyingDistributionsAmt
Applied To Current Year$1,715AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,815RemainingDistriFromCorpusAmt
Total Corpus$72,001TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$20,395ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$51,606ExcessDistriCyovToNextYrAmt
Excess From Year4$9,260ExcessFromYear4Amt
Excess From Year3$12,404ExcessFromYear3Amt
Excess From Year2$7,500ExcessFromYear2Amt
Excess From Year1$14,627ExcessFromYear1Amt
Excess From Current Year$7,815ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ST FRANCIS XAVIER CHURCH
3801 SCOTT RDBURBANKCA91504NONE501(C)(3)PROGRAM SUPPORT$275
WEST VALLEY BOYS & GIRLS CLUB
7245 REMMET AVENUECANOGA PARKCA91303NONE501(C)(3)PROGRAM SUPPORT$1,000
BURBANK COMMUNITY SERVICE FOUNDATIO
2006 W MAGNOLIA BLVDBURBANKCA91506NONE501(C)(3)PROGRAM SUPPORT$1,000
VALLEY WOMENS CENTER
22110 ROSCOE BLVD 204CANOGA PARKCA91304NONE501(C)(3)PROGRAM SUPPORT$1,000
PETS 4 VETS
325 MONTEREY BLVD APT BHERMOSA BEACHCA90254NONE501(C)(3)PROGRAM SUPPORT$500
RAINBOW PACK
RAINBOW PACKSHERMAN OAKSCA91423NONE501(C)(3)PROGRAM SUPPORT$1,000
ABILITY FIRST
1300 E GREEN STREETPASADENACA91106NONE501(C)(3)PROGRAM SUPPORT$1,000
PASADENA EDUCATIONAL FOUNDATION
351 SOUTH HUDSON AVENUEPASADENACA91101NONE501(C)(3)PROGRAM SUPPORT$500ROOM 153
GLENDALE ASSOCIATION OF REALTORS
124 S ISABELGELNDALECA91205NONE501(C)(3)PROGRAM SUPPORT$1,000
NAMI SAN FERNANDO VALLEY
14545 SHERMAN CIRVAN NUYSCA91405NONE501(C)(3)PROGRAM SUPPORT$1,000
PEN & NAPKIN
1450 WESTERN AVEGLENDALECA91201NONE501(C)(3)PROGRAM SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,775TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$84ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$84ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$84TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$740Amt
Net Investment Income$145NetInvestmentIncomeAmt
Disbursements Charitable Prps$595DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK SERVICE CHARGES$150$150
LICENSES AND PERMITS$10$10

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