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ObjectId: 201433219349309388 - Submission: 2014-11-17
TIN: 36-4711746
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
See separate instructions.
Information about Schedule R (Form 990) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
13
Open to Public Inspection
Name of the organization
DIETRICH FOUNDATION
Employer identification number
36-4711746
Part I
Identification of Disregarded Entities
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
CARNEGIE MELLON UNIVERSITY
5000 FORBES AVENUE WARNER HALL 6
PITTSBURGH
,
PA
152133890
25-0969449
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 2
N/A
No
(2)
UNIVERSITY OF PITTSBURGH
116 ATWOOD STREET SUITE 201
PITTSBURGH
,
PA
152600100
25-0965591
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 2
N/A
No
(3)
THIEL COLLEGE
75 COLLEGE AVENUE
GREENVILLE
,
PA
16125
25-0965576
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 2
N/A
No
(4)
PRINCETON UNIVERSITY
701 CARNEGIE CENTER SUITE 442
PRINCETON
,
NJ
08540
21-0634501
SUPPORTED ORGANIZATION
NJ
501(C)(3)
LINE 2
N/A
No
(5)
DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
600 FORBES AVENUE
PITTSBURGH
,
PA
152820226
25-1035663
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 2
N/A
No
(6)
CHATHAM UNIVERSITY
WOODLAND ROAD
PITTSBURGH
,
PA
15232
25-0717890
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 2
N/A
No
(7)
THE PITTSBURGH FOUNDATION
FIVE PPG PLACE NO 250
PITTSBURGH
,
PA
152225401
25-0965466
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 8
N/A
No
(8)
UNITED WAY OF ALLEGHENY COUNTY
1250 PENN AVENUE
PITTSBURGH
,
PA
152224258
25-1043578
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 7
N/A
No
(9)
CARNEGIE INSTITUTE
4400 FORBES AVENUE
PITTSBURGH
,
PA
152134080
25-0965280
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 7
N/A
No
(10)
LAUREL HIGHLANDS COUNCIL BOY SCOUTS OF AMERICA
1275 BEDFORD AVENUE FLAG PLAZA
PITTSBURGH
,
PA
152193645
25-0965214
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 7
N/A
No
(11)
HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA
1212 SMALLMAN STREET
PITTSBURGH
,
PA
152224200
25-0965391
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 7
N/A
No
(12)
PITTSBURGH SYMPHONY INC
HEINZ HALL 600 PENN AVENUE
PITTSBURGH
,
PA
15222
25-0986052
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 7
N/A
No
(13)
PITTSBURGH TRUST FOR CULTURAL RESOURCES
803 LIBERTY AVENUE
PITTSBURGH
,
PA
152223703
25-1469002
SUPPORTED ORGANIZATION
PA
501(C)(3)
LINE 7
N/A
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Page 2
Schedule R (Form 990) 2013
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
MALLARD LTD
190 ELGIN AVENUE
GEORGETOWN
,
GRAND CAYMAN
CJ
INVESTMENT ACTIVITY
CJ
DIETRICH FOUNDATION
C
78,821,547
487,578,099
100.000 %
Yes
(2)
EIDER LTD
190 ELGIN AVENUE
GEORGETOWN
,
GRAND CAYMAN
CJ
INVESTMENT ACTIVITY
CJ
DIETRICH FOUNDATION
C
603,093
100.000 %
Yes
Schedule R (Form 990) 2013
Page 3
Schedule R (Form 990) 2013
Page
3
Part V
Transactions With Related Organizations
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.
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1a
No
b
Gift, grant, or capital contribution to related organization(s)
.
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1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
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1c
No
d
Loans or loan guarantees to or for related organization(s)
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1d
No
e
Loans or loan guarantees by related organization(s)
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1e
No
f
Dividends from related organization(s)
.
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1f
Yes
g
Sale of assets to related organization(s)
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1g
No
h
Purchase of assets from related organization(s)
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1h
No
i
Exchange of assets with related organization(s)
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1i
Yes
j
Lease of facilities, equipment, or other assets to related organization(s)
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1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
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1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
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1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
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1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
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1n
No
o
Sharing of paid employees with related organization(s)
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1o
No
p
Reimbursement paid to related organization(s) for expenses
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1p
No
q
Reimbursement paid by related organization(s) for expenses
.
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1q
No
r
Other transfer of cash or property to related organization(s)
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1r
No
s
Other transfer of cash or property from related organization(s)
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1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
CARNEGIE MELLON UNIVERSITY
B
6,735,997
CASH
(2)
UNIVERSITY OF PITTSBURGH
B
3,147,661
CASH
(3)
THIEL COLLEGE
B
629,532
CASH
(4)
PRINCETON UNIVERSITY
B
377,719
CASH
(5)
DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
B
314,766
CASH
(6)
CHATHAM UNIVERSITY
B
125,906
CASH
(7)
THE PITTSBURGH FOUNDATION
B
456,410
CASH
(8)
UNITED WAY OF ALLEGHENY COUNTY
B
173,121
CASH
(9)
CARNEGIE INSTITUTE
B
125,906
CASH
(10)
LAUREL HIGHLANDS COUNCIL BOY SCOUTS OF AMERICA
B
125,906
CASH
(11)
HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA
B
125,906
CASH
(12)
PITTSBURGH SYMPHONY INC
B
125,906
CASH
(13)
PITTSBURGH TRUST FOR CULTURAL RESOURCES
B
125,906
CASH
(14)
MALLARD LTD
F
103,186,954
FAIR VALUE
(15)
EIDER LTD
F
43,629,095
FAIR VALUE
Schedule R (Form 990) 2013
Page 4
Schedule R (Form 990) 2013
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2013
Page 5
Schedule R (Form 990) 2013
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference
Explanation
PART IV, LINE 2I
ALL OF THE ASSETS OF EIDER LTD. WERE TRANSFERRED TO THE DIETRICH FOUNDATION DURING 2013. EIDER LTD. WAS DISSOLVED EFFECTIVE JANUARY 1, 2014.
Schedule R (Form 990) 2013
Additional Data
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