DIETRICH AMERICAN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DIETRICH AMERICAN FOUNDATION (EIN 51-6017453)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201543169349100444
- Schema version
- 2014v5.0
- 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
- Schedule B
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T10:06:32-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | RICHARD DIETRICH III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2159727849 | PhoneNum |
| Signature | 2015-11-15 | 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 | 2015-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,079,381 | 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 | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $72,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,839 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $72,839 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $954,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,008 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $380 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $380 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,086,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,871 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $73,243 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,605 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,253 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,928 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,464 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,994 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,497 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,717 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,093 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,465 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $171 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $26,449 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,079 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,764 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,243 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,243 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,909,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,699 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $73,243 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,098 | CashBOYAmt |
| Cash EOY | $346,971 | CashEOYAmt |
| Cash EOYFMV | $346,971 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $136,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $739,734 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $428,260 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $351,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,398,824 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,917,603 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,614 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,563 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,223 | LandBOYAmt |
| Land EOY | $8,051 | LandEOYAmt |
| Land EOYFMV | $8,052 | LandEOYFMVAmt |
| Other Assets BOY | $13,378,495 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,378,495 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,378,495 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,962,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,872,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,079,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $13,962,898 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $18,872,075 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,962,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,872,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,962,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,872,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,962,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,909,177 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,872,075 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,872,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,008 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $186,166 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $633,741 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.293757 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $167,555 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $774,588 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.216315 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $120,176 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,009,384 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.119059 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,428 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $911,739 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.110150 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $151,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,004,145 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.150392 | DistributionYr5Rt |
| Total Distribution | 0.889673 | TotalDistributionRt |
| Average Distribution | 0.177935 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,737,510 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $309,164 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,277 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $310,441 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,243 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,554 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,554 | SubtotalAmt |
| Tax Based On Investment Income | $2,554 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $58 | EsPenaltyAmt |
| Tax Due | $2,612 | 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 | false | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | $85,243 | 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 | $1,730,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,763,970 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,763,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,737,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,554 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,554 | TotalTaxAmt |
| Distributable Before Adj | $84,322 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84,322 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,322 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,243 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,243 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $85,243 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,322 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $151,015 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,428 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $120,176 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $167,555 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $186,166 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $725,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,243 | QualifyingDistributionsAmt |
| Applied To Current Year | $84,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $921 | RemainingDistriFromCorpusAmt |
| Total Corpus | $726,261 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $151,015 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $575,246 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,428 | ExcessFromYear4Amt |
| Excess From Year3 | $120,176 | ExcessFromYear3Amt |
| Excess From Year2 | $167,555 | ExcessFromYear2Amt |
| Excess From Year1 | $186,166 | ExcessFromYear1Amt |
| Excess From Current Year | $921 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H RICHARD DIETRICH JR DECEASED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,008 | ExclusionAmt |
| Related Or Exempt Function Incm | -$62,610 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $149,251 | ExclusionAmt |
| Related Or Exempt Function Incm | -$62,610 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,641 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | H RICHARD DIETRICH JR DECEASED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ESTATE OF H RICHARD DIETRICH JR | AddressLine1Txt |
| Address Line2 | C/O SAUL EWING LLP 1500 MARKET 38TH | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,600 | Amt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 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 | $2,554 | 200DB | 5.0000 | $171 |
| LAND/BUILDING | 2000-12-31 | $7,980 | 15.0000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| VANGUARD | 2010-01 | PURCHASE | 2014-01 | $143,054 | $136,191 | $6,863 |
| SPDR S & P ETF TRUST | 2010-01 | PURCHASE | 2014-04 | $18,258 | $10,156 | $8,102 |
| TEMPLETON GLOBAL BOND FD-ADV | 2010-01 | PURCHASE | 2014-07 | $51,070 | $50,000 | $1,070 |
| PIMPCO | 2010-01 | PURCHASE | 2014-09 | $50,511 | $50,000 | $511 |
| BRANDES EMERGING | 2010-01 | PURCHASE | 2014-12 | $343,833 | $400,000 | -$56,167 |
| MORGAN STANLEY | 2010-01 | PURCHASE | 2014-12 | $91,277 | $104,000 | -$12,723 |
| RIDGEWORTH SEIX FLOATING | 2010-01 | PURCHASE | 2014-12 | $50,000 | $52,082 | -$2,082 |
| TEMPLETON GLOBAL BOND FD-ADV | 2010-01 | PURCHASE | 2014-12 | $130,000 | $138,184 | -$8,184 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $4,398,824 | EOYBookValueAmt |
| EOYFMV | $4,917,603 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $27,634 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $27,563 | AccumulatedDepreciationAmt |
| Book Value | $71 | BookValueAmt |
| EOYFMV | $8,052 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $2,994 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,497 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HISTORIC MEMORABILIA | Desc |
| BOY Book Value | $13,378,495 | BOYBookValueAmt |
| EOY Book Value | $13,378,495 | EOYBookValueAmt |
| EOYFMV | $13,378,495 | 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 | $15 | $15 | |
| OFFICE SUPPLIES | $1,672 | $836 | |
| PAYROLL FEES | $795 | $398 | |
| REPAIRS | $355 | $178 | |
| OFFICE | $1,889 | $945 | |
| MISCELLANEOUS | $139 | $70 | |
| BANK SERVICE CHARGE | $7,079 | $7,079 | |
| DUES AND SUBSCRIPTIONS | $138 | $138 | |
| INSURANCE | $13,873 | $6,937 | |
| OTHER EXPENSE | $494 | $247 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $380 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $380 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $82,717 | Amt |
| Net Investment Income | $14,093 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,465 | DisbursementsCharitablePrpsAmt |
Comments