DIETRICH AMERICAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DIETRICH AMERICAN FOUNDATION (EIN 51-6017453)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-14
- IRS object ID
- 202632269349100608
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-14T11:21:11-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | RLB ACCOUNTANTS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST STE 602 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181012195 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516017453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIETRICH AMERICAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SAUL EWING LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIET | BusinessNameControlTxt |
| Phone | 4103328712 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 FLEET ST 9TH FLOOR | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN DIETRICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023654351 | PhoneNum |
| Signature | 2026-07-23 | 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 | 2026-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,068,164 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $216,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,254 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $216,254 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $707,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,627,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $707,132 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $923,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $923,407 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $216,275 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,687 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $128,903 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,522 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,996 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,671 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,121 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,952 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,247 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,247 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,815 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,220 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,719 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,246 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $299,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $226,814 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,171,383 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,171,383 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,471,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,398,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$547,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $871,752 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $216,275 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $326,931 | CashBOYAmt |
| Cash EOY | $216,629 | CashEOYAmt |
| Cash EOYFMV | $216,628 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,251,762 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,093,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,070,748 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,468,221 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,494,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,294,077 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $43,148 | OtherInvestmentsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $16,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,316 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,980 | LandBOYAmt |
| Land EOY | $7,980 | LandEOYAmt |
| Other Assets BOY | $21,748,921 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,486,711 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,486,711 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,846,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,299,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,068,164 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,846,963 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,299,295 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,846,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,299,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,846,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,299,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,846,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$547,668 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,299,295 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,299,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLACKROCK | D | 2022-06-24 | 2025-01-06 | $50,000 | $51,276 | -$1,276 | -$1,276 |
| WRC 68375 | P | 2007-09-10 | 2025-10-01 | $480 | $5,400 | -$4,920 | -$4,920 |
| WRC 57594 | P | 2007-09-10 | 2025-02-26 | $3,840 | $357 | $3,483 | $3,483 |
| DODGE & COX | D | 2014-09-26 | 2025-04-09 | $11,884 | $13,172 | -$1,288 | -$1,288 |
| WRC 57434 | P | 2007-09-10 | 2025-10-01 | $19,200 | $9,500 | $9,700 | $9,700 |
| CHRISTIE'S | P | 2007-09-10 | 2025-02-28 | $101,885 | $150,851 | -$48,966 | -$48,966 |
| DODGE & COX | D | 2019-08-15 | 2025-04-09 | $88,116 | $100,148 | -$12,032 | -$12,032 |
| WRC 68338 | P | 2007-09-10 | 2025-10-01 | $25,600 | $2,500 | $23,100 | $23,100 |
| CHRISTIE'S | P | 2007-09-10 | 2025-07-24 | $36,210 | $28,000 | $8,210 | $8,210 |
| PRINC PREFERRED | D | 2021-09-13 | 2025-04-09 | $50,708 | $60,000 | -$9,292 | -$9,292 |
| WRC 58448 | P | 2007-09-10 | 2025-10-01 | $51,200 | $18,000 | $33,200 | $33,200 |
| N ARETAKIS | P | 2007-09-10 | 2025-07-22 | $54,000 | $1,800 | $52,200 | $52,200 |
| SPDR | D | 2022-08-22 | 2025-09-11 | $120,300 | $76,323 | $43,977 | $43,977 |
| WRC 68214 | P | 2007-09-10 | 2025-10-01 | $1,600 | $87 | $1,513 | $1,513 |
| BRYN COED MANAGEMENT | P | 2007-09-10 | 2025-12-31 | $35,836 | -$35,836 | -$35,836 | |
| SPDR | D | 2022-08-22 | 2025-12-10 | $149,761 | $91,337 | $58,424 | $58,424 |
| WRC 62160 | P | 2007-09-10 | 2025-10-01 | $12,000 | $12,000 | $12,000 | |
| VANGUARD | D | 2022-08-29 | 2025-01-06 | $77,204 | $76,430 | $774 | $774 |
| WRC 68215 | P | 2007-09-10 | 2025-10-01 | $1,400 | $500 | $900 | $900 |
| VANGUARD RE | D | 2024-07-26 | 2025-09-11 | $40,439 | $38,684 | $1,755 | $1,755 |
| WRC 65530 | P | 2007-09-10 | 2025-05-06 | $48,000 | $3,480 | $44,520 | $44,520 |
| VANGUARD RE | D | 2024-07-26 | 2025-09-11 | $25,110 | $23,956 | $1,154 | $1,154 |
| WRC 67858 | P | 2007-09-10 | 2025-05-06 | $12,800 | $2,025 | $10,775 | $10,775 |
| VANGUARD VALUE | D | 2021-05-12 | 2025-01-06 | $100,000 | $80,373 | $19,627 | $19,627 |
| WRC 67905 | P | 2007-09-10 | 2025-05-06 | $22,400 | $17,500 | $4,900 | $4,900 |
| PRINC PREFERRED | D | 2016-10-05 | 2025-04-09 | $9,292 | $10,631 | -$1,339 | -$1,339 |
| WRC 68216 | P | 2007-09-10 | 2025-05-06 | $16,000 | $1,495 | $14,505 | $14,505 |
| WRC 68199 | P | 2007-09-10 | 2025-10-01 | $1,600 | $26 | $1,574 | $1,574 |
| WRC 68337 | P | 2007-09-10 | 2025-05-06 | $208,000 | $10,000 | $198,000 | $198,000 |
| WRC 68260 | P | 2007-09-10 | 2025-10-01 | $640 | $640 | $640 | |
| WRC 68339 | P | 2007-09-10 | 2025-05-28 | $144,000 | $3,132 | $140,868 | $140,868 |
| WRC 68259 | P | 2007-09-10 | 2025-10-01 | $800 | $800 | $800 | |
| WRC 68335 | P | 2007-09-10 | 2025-06-04 | $118,400 | $3,500 | $114,900 | $114,900 |
| WRC 68258 | P | 2007-09-10 | 2025-10-01 | $640 | $58 | $582 | $582 |
| WRC 65529 | P | 2007-09-10 | 2025-02-26 | $24,000 | $4,000 | $20,000 | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $707,132 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,117 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,117 | SubtotalAmt |
| Tax Based On Investment Income | $12,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $148 | EsPenaltyAmt |
| Tax Due | $3,965 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | DIETRICHAMERICANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE TREASURER | IndividualWithBooksNm |
| Phone | 2159727849 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6111 KENNEDY DRIVE | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| H RICHARD DIETRICH | ||||||||
| 6111 KENNEDY DRIVE | CHEVY CHASE | MD | 20815 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| CHRISTIAN DIETRICH | ||||||||
| 25 E END AVENUE APT 10C | NEW YORK | NY | 10028 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CORDELIA DIETRICH | ||||||||
| 417 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | SECRETARY/TR | 1.00 | $0 | $0 | $0 |
| DAVID BARQUIST | ||||||||
| 2018 RITTENHOUSE SQUARE | PHILADELPHIA | PA | 19103 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| EDWARD S COOKE | ||||||||
| 311 ST RONAN STREET | NEW HAVEN | CT | 06511 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| GINGER DIETRICH | ||||||||
| 6111 KENNEDY DRIVE | CHEVY CHASE | MD | 20815 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JESSE ZANGER | ||||||||
| 417 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KATHLEEN FOSTER | ||||||||
| 2442 ASPEN STREET | PHILADELPHIA | PA | 19130 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DEBORAH M REBUCK | ||||||||
| 417 CHESTER AVE | MOORESTOWN | NJ | 08057 | DIRECTOR/CUR | 40.00 | $135,687 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FINE ART OBJECTS EXHIBITED OR ON LOAN TO APPROX. 50 VARIOUS MUSEUMS, EDUCATIONAL INSTITUTIONS OR RESTORED HISTORICAL PUBLIC BUILDINGS | Description1Txt |
| Expenses1 | $1,003,414 | 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 | $7,091,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,568 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,276,825 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,276,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,167,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,398,197 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,398,197 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $1,398,197 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $1,398,197 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,398,197 | 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 | $216,275 | CurrentYearAmt |
| Year1 | $174,652 | Year1Amt |
| Year2 | $174,568 | Year2Amt |
| Year3 | $174,299 | Year3Amt |
| Total | $739,794 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $183,834 | CurrentYearAmt |
| Year1 | $148,454 | Year1Amt |
| Year2 | $148,383 | Year2Amt |
| Year3 | $148,154 | Year3Amt |
| Total | $628,825 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,398,197 | CurrentYearAmt |
| Year1 | $981,402 | Year1Amt |
| Year2 | $933,338 | Year2Amt |
| Year3 | $1,285,239 | Year3Amt |
| Total | $4,598,176 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $328,000 | CurrentYearAmt |
| Year1 | $389,250 | Year1Amt |
| Year2 | $299,500 | Year2Amt |
| Year3 | $337,127 | Year3Amt |
| Total | $1,353,877 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,070,197 | CurrentYearAmt |
| Year1 | $592,152 | Year1Amt |
| Year2 | $633,838 | Year2Amt |
| Year3 | $948,112 | Year3Amt |
| Total | $3,244,299 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $31,863,938 | CurrentYearAmt |
| Year1 | $31,851,350 | Year1Amt |
| Year2 | $32,406,830 | Year2Amt |
| Year3 | $33,104,658 | Year3Amt |
| Total | $129,226,776 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,696,265 | CurrentYearAmt |
| Year1 | $24,708,475 | Year1Amt |
| Year2 | $24,958,475 | Year2Amt |
| Year3 | $25,192,975 | Year3Amt |
| Total | $99,556,190 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHINA FOLK HOUSE RETREAT | ||||||||
| 4805 13TH ST | ARLINGTON | VA | 22205 | POF | CHARITABLE PURPOSE | $2,500 | ||
| CUPOLA HOUSE AND GARDENS | ||||||||
| 408 S BROAD ST | ENDENTON | NC | 27932 | POF | CHARITABLE PURPOSE | $1,000 | ||
| ENDANGERED RAINFOREST RESCUE | ||||||||
| 94 OAK ST | NARROWSBURG | NY | 12764 | POF | CHARITABLE PURPOSE | $7,000 | ||
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | POF | CHARITABLE PURPOSE | $50,000 | ||
| GEORGE STEVENS ACADEMY | ||||||||
| 23 UNION ST | BLUE HILL | ME | 04614 | POF | CHARITABLE PURPOSE | $1,000 | ||
| HISTORICAL SOCIETY OF PENNSYLVANIA | ||||||||
| 1300 LOCUST ST | PHILADELPHIA | PA | 19107 | POF | CHARITABLE PURPOSE | $11,500 | ||
| INTERNATIONAL CRANE FOUNDATION | ||||||||
| E113776 SHADY LANE RD | BARABOO | WI | 53913 | POF | CHARITABLE PURPOSE | $40,000 | ||
| LYMAN ALLYN ART MUSEUM | ||||||||
| 625 WILLIAMS ST | NEW LONDON | CT | 06320 | POF | CHARITABLE PURPOSE | $32,500 | ||
| MOUNT VERNON LADIES ASSOC | ||||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | POF | CHARITABLE PURPOSE | $7,500 | ||
| MYRIAD USA | ||||||||
| 551 FIFTH AVE | NEW YORK | NY | 10176 | POF | CHARITABLE PURPOSE | $60,500 | STE 2400 | |
| NATURAL LANDS | ||||||||
| 1031 PALMERS MILL RD | MEDIA | PA | 19063 | POF | CHARITABLE PURPOSE | $1,000 | ||
| NEW YORK CITY BALLET | ||||||||
| 1 DAVID H KOCH THEATER | NEW YORK | NY | 10023 | POF | CHARITABLE PURPOSE | $40,000 | DAVID H KOCH THEATER | |
| PHILADELPHIA MUSEUM OF ART | ||||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | POF | CHARITABLE PURPOSE | $66,783 | 2600 BENJAMIN FRANKLIN PK | |
| SHAW INSTITUTE | ||||||||
| 55 MAIN ST | BLUE HILL | ME | 04614 | POF | CHARITABLE PURPOSE | $5,000 | ||
| SIDWELL FRIENDS SCHOOL | ||||||||
| 3825 WISONSIN AVE NW | WASHINGTON | DC | 20016 | POF | CHARITABLE PURPOSE | $11,000 | ||
| THE SMITHSONIAN INSTITUTION | ||||||||
| MRC 619 PO BOX 37012 | WASHINGTON | DC | 200137012 | POF | CHARITABLE PURPOSE | $25,500 | NATIONAL MUSEUM OF AMERICA HISTORY | |
| TRUSTEES OF THE UNIVERSITY OF PA | ||||||||
| 3260 SOUTH ST | PHILADELPHIA | PA | 19104 | POF | CHARITABLE PURPOSE | $20,000 | UNIVERSITY OF PA GIFT ACCT & ADM AND RECORDS | |
| US DEPARTMENT OF STATE | ||||||||
| 2201 C ST NW | WASHINGTON | DC | 20520 | POF | CHARITABLE PURPOSE | $10,000 | OFFICE OF THE CURATOR M/FA - RM 8213 | |
| WASHINGTON FIGURE SKATING | ||||||||
| 1241 GILMAN CT | HENDERSON | VA | 20170 | POF | CHARITABLE PUPOSE | $1,000 | ||
| WESLEYAN UNIVERSITY | ||||||||
| 55 HIGH ST | MIDDLETOWN | CT | 06457 | POF | CHARITABLE PURPOSE | $766,600 | ||
| WORLD WILDLIFE FUND | ||||||||
| 1250 S 24TH ST SW | WASHINGTON | DC | 20037 | POF | CHARITABLE PURPOSE | $10,000 | ||
| YALE SCHOOL OF MANAGEMENT | ||||||||
| 165 WHITNEY AVE | NEW HAVEN | CT | 06511 | POF | CHARITABLE PURPOSE | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,171,383 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 5 | ExclusionCd |
| Exclusion | $642,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $64,648 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $858,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $64,648 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $923,407 | 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 |
| 8 | INVESTMENT GAIN/LOSS AND SALES OF ARTIFACTS |
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 | $8,500 | Amt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| 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 | $5,520 | 200DB | 5.0000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| How AcquiredHowAcquiredTxt |
|---|
| PURCHASE |
| PURCHASE |
| PURCHASE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $5,494,705 | EOYBookValueAmt |
| EOYFMV | $11,294,077 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN BYRN COED MANAGEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $8,316 | $8,316 | |
| LAND | $7,980 | $7,980 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,671 | LegalFeesAmt |
| Net Investment Income | $2,121 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,952 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HISTORIC ARTIFACTS | Desc |
| BOY Book Value | $21,748,921 | BOYBookValueAmt |
| EOY Book Value | $21,486,711 | EOYBookValueAmt |
| EOYFMV | $21,486,711 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ACCT MANAGEMENT FEES | $46,719 | $46,719 | |
| CURATORIAL EXPENSES | $2,373 | $2,254 | |
| INSURANCE | $9,639 | $9,157 | |
| LICENSE | $15 | $15 | |
| OFFICE | $403 | $383 | |
| OTHER EXPENSE | $966 | $918 | |
| PAYROLL FEES | $2,451 | $2,328 | |
| RENTAL | $25,464 | $24,191 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OUTSIDE CONTRACT SERVICES | $26,968 | $26,968 |
| IT SUPPORT | $2,279 | $2,279 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $10,035 | Amt |
| Net Investment Income | $2,815 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,220 | DisbursementsCharitablePrpsAmt |
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