SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBulletInformation about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
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,PA152133890
25-0969449
SUPPORTED ORGANIZATION PA 501(C)(3) LINE 2 N/A
 
No
(2)UNIVERSITY OF PITTSBURGH

116 ATWOOD STREET SUITE 201

PITTSBURGH,PA152600100
25-0965591
SUPPORTED ORGANIZATION PA 501(C)(3) LINE 2 N/A
 
No
(3)THIEL COLLEGE

75 COLLEGE AVENUE

GREENVILLE,PA16125
25-0965576
SUPPORTED ORGANIZATION PA 501(C)(3) LINE 2 N/A
 
No
(4)PRINCETON UNIVERSITY

701 CARNEGIE CENTER SUITE 442

PRINCETON,NJ08540
21-0634501
SUPPORTED ORGANIZATION NJ 501(C)(3) LINE 2 N/A
 
No
(5)DUQUESNE UNIVERSITY OF THE HOLY SPIRIT

600 FORBES AVENUE

PITTSBURGH,PA152820226
25-1035663
SUPPORTED ORGANIZATION PA 501(C)(3) LINE 2 N/A
 
No
(6)CHATHAM UNIVERSITY

WOODLAND ROAD

PITTSBURGH,PA15232
25-0717890
SUPPORTED ORGANIZATION PA 501(C)(3) LINE 2 N/A
 
No
(7)THE PITTSBURGH FOUNDATION

FIVE PPG PLACE NO 250

PITTSBURGH,PA152225401
25-0965466
SUPPORTED ORGANIZATION PA 501(C)(3) LINE 8 N/A
 
No
(8)UNITED WAY OF ALLEGHENY COUNTY

1250 PENN AVENUE

PITTSBURGH,PA152224258
25-1043578
SUPPORTED ORGANIZATION PA 501(C)(3) LINE 7 N/A
 
No
(9)CARNEGIE INSTITUTE

4400 FORBES AVENUE

PITTSBURGH,PA152134080
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,PA152193645
25-0965214
SUPPORTED ORGANIZATION PA 501(C)(3) LINE 7 N/A
 
No
(11)HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA

1212 SMALLMAN STREET

PITTSBURGH,PA152224200
25-0965391
SUPPORTED ORGANIZATION PA 501(C)(3) LINE 7 N/A
 
No
(12)PITTSBURGH SYMPHONY INC

HEINZ HALL 600 PENN AVENUE

PITTSBURGH,PA15222
25-0986052
SUPPORTED ORGANIZATION PA 501(C)(3) LINE 7 N/A
 
No
(13)PITTSBURGH TRUST FOR CULTURAL RESOURCES

803 LIBERTY AVENUE

PITTSBURGH,PA152223703
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 . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
Yes
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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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