Civic Intelligence

Dietrich Foundation

990T • Fiscal year 2020 • EIN 36-4711746

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Usx Tower 600 Grant St No 5360Pittsburgh, PA 15219

(412) 261-2766

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $630,662,413Liabilities 2013: $415,751Net Assets 2013: $630,246,6622013Assets 2014: $757,489,186Liabilities 2014: $45,166,321Net Assets 2014: $712,322,8652014Assets 2015: $775,247,517Liabilities 2015: $6,373,652Net Assets 2015: $768,873,8652015Assets 2016: $799,234,339Liabilities 2016: $3,681,184Net Assets 2016: $795,553,1552016Assets 2017: $897,707,926Liabilities 2017: $6,580,989Net Assets 2017: $891,126,9372017Assets 2018: $947,697,893Liabilities 2018: $2,499,838Net Assets 2018: $945,198,0552018Assets 2019: $1,082,174,638Liabilities 2019: $7,272,027Net Assets 2019: $1,074,902,6112019Assets 2020: $1,425,693,584Liabilities 2020: $6,231,571Net Assets 2020: $1,419,462,0132020Assets 2021: $1,731,016,647Liabilities 2021: $4,972,772Net Assets 2021: $1,726,043,8752021Assets 2022: $1,517,931,296Liabilities 2022: $3,414,232Net Assets 2022: $1,514,517,0642022Assets 2023: $1,498,770,520Liabilities 2023: $23,846,373Net Assets 2023: $1,474,924,1472023Assets 2024: $1,469,174,246Liabilities 2024: $7,875,294Net Assets 2024: $1,461,298,9522024

Latest loaded filing

2024

Assets$1,469,174,246
Liabilities$7,875,294
Net Assets$1,461,298,952

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800M$600M$400M$200M$0Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $702,063,916Expenses 2013: $15,251,230Net Income 2013: $686,812,6862013Revenue 2014: $502,722,260Expenses 2014: $23,502,588Net Income 2014: $479,219,6722014Revenue 2015: $64,876,073Expenses 2015: $24,951,665Net Income 2015: $39,924,4082015Revenue 2016: $55,535,233Expenses 2016: $26,838,587Net Income 2016: $28,696,6462016Revenue 2017: $58,391,545Expenses 2017: $28,296,526Net Income 2017: $30,095,0192017Revenue 2018: $69,656,378Expenses 2018: $29,744,390Net Income 2018: $39,911,9882018Revenue 2019: $76,422,895Expenses 2019: $33,802,059Net Income 2019: $42,620,8362019Revenue 2020: $93,476,192Expenses 2020: $36,308,487Net Income 2020: $57,167,7052020Revenue 2021: $166,962,550Expenses 2021: $41,458,936Net Income 2021: $125,503,6142021Revenue 2022: $82,615,692Expenses 2022: $51,473,742Net Income 2022: $31,141,9502022Revenue 2023: $94,341,341Expenses 2023: $61,779,708Net Income 2023: $32,561,6332023Revenue 2024: $107,295,535Expenses 2024: $56,375,570Net Income 2024: $50,919,9652024

Latest loaded filing

2024

Revenue$107,295,535
Expenses$56,375,570
Net Income$50,919,965
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v1.1
Mission and Program Overview

Mission

The primary mission of the dietrich foundation (the "foundation") is to benefit higher education, primarily in the greater pittsburgh, pennsylvania area, by providing ongoing and increasing financial support to carnegie mellon university, the university of pittsburgh, thiel college, princeton university, duquesne university, and chatham university. The foundation shall also further charitable purposes in western pennsylvania by providing ongoing and increasing financial support to other organizations. See schedule a, part i, for a complete list of supported organizations.

Filing and Contact Details

Filer

Filer Name
Dietrich Foundation
EIN
36-4711746
Phone
4122612766
Address
USX TOWER 600 GRANT ST NO 5360, PITTSBURGH, PA 15219

Signing Officer

Name
Edward J Grefenstette
Title
President, CEO & CIO
Phone
4122612766
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Sisterson & Co Llp
Address
310 GRANT STREET SUITE 2100, PITTSBURGH, PA 15219
Preparer
Michael M Comstock
Phone
4122812025
Raw XML Appendix207 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleD/DiffOfSmallerAmt02650
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt013150
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt06244308
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-13788
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt06230520
IRS1041ScheduleD/GainLessIncludedAmt06432538
IRS1041ScheduleD/GainPlusDividendsAmt06432538
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt00
IRS1041ScheduleD/NetIncomeMinusSmallerAmt06429888
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt06244308
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt01351495
IRS1041ScheduleD/NetSmallerAmt03055868
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-13788
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt010169
IRS1041ScheduleD/NetTimesPercentAmt0611174
IRS1041ScheduleD/QlfyDividendsEstateTrustAmt0202018
IRS1041ScheduleD/SmallerGainAmt06230520
IRS1041ScheduleD/SmallerOfCalcAmt010500
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02650
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt03069018
IRS1041ScheduleD/SmallerTimesPercentAmt01575
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt013150
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt010500
IRS1041ScheduleD/TaxableIncomeAmt03069018
IRS1041ScheduleD/TaxableIncomeLessGainAmt00
IRS1041ScheduleD/TaxAmt0612749
IRS1041ScheduleD/TaxOnTaxableIncomeAmt01133874
IRS1041ScheduleD/TaxPlusTimePercentAmt0612749
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt06244308
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-13788
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt06230520
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt04892813
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-23957
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt02650
IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt03130319
IRS1041ScheduleI/AdjustedRegularTaxAmt0612749
IRS1041ScheduleI/AdjustedTotalIncomeAmt03070018
IRS1041ScheduleI/AlternativeMinimumTaxAmt012785
IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt03130319
IRS1041ScheduleI/ApplcblCapGainsOrSchDWrkshtAmt03069018
IRS1041ScheduleI/CapitalGainsWorksheetAmt06432538
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt03130319
IRS1041ScheduleI/ExcessOfSumAmt03127669
IRS1041ScheduleI/ExcessOfSumTimesPctAmt0625534
IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt02650
IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt00
IRS1041ScheduleI/InterestAmt085815
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt0625534
IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt0872531
IRS1041ScheduleI/PassiveActivityAmt046
IRS1041ScheduleI/RelatedAdjustmentAmt0-61301
IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt03130319
IRS1041ScheduleI/SmllrAbvThrshldOrAltMinGainAmt02650
IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt03127669
IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt03130319
IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt0625534
IRS1041ScheduleI/SumOfSmllrAmt02650
IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt06432538
IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt03071668
IRS1041ScheduleI/TaxesAmt035741
IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt0625534
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt0625534
IRS8801/AMTCarryforwardPlusNegativeAmt032469
IRS8801/AMTCrCarryforwardToNextYearAmt032469
IRS8801/AMTPriorYearCarryforwardAmt010553
IRS8801/CYRegTaxLiabiMinusAllwblCrAmt0612749
IRS8801/CYTentativeMinimumTaxAmt0625534
IRS8801/ExcessOfSumAmt0929799
IRS8801/ExcessOfSumTimesPctAmt0185960
IRS8801/FilingThresholdAmt012950
IRS8801/FlngThrshldLessThesholdSumAmt010300
IRS8801/GainMinusSmallerNetAmt0940099
IRS8801/MaxCapGainMinusApplcblLimitAmt02650
IRS8801/MaxCapGainsApplicableLimitAmt02650
IRS8801/MinTaxCreditExemptionAmt025000
IRS8801/MinTaxCreditPhaseOutAmt083500
IRS8801/NetAlternativeMinimumTaxAmt021916
IRS8801/NetAltMinTaxableIncTimesPctAmt01545
IRS8801/NetAltMinTxblIncTimesFSPctAmt0260074
IRS8801/NetMinTaxCrMinusPhaseOutAmt0859249
IRS8801/NetMinTaxCrTimesDecimalAmt0214812
IRS8801/NetMinTaxLessDeductionsAmt0942749
IRS8801/NetMinTaxLessLossAndDedAmt0942749
IRS8801/NetMinTaxMinusExemptionAmt00
IRS8801/NetMinTaxOnExclusionItemsAmt0200
IRS8801/NetMinTaxTimesTaxRateAmt0187505
IRS8801/PYAlternativeMinimumTaxAmt022116
IRS8801/PYMinTaxApplicableCapGainAmt01927712
IRS8801/PYMinTaxApplicableRtnTaxAmt0187305
IRS8801/SmallerCalculatedNetOrGainAmt02650
IRS8801/SmallerNetAMTOrGainAmt0942749
IRS8801/SmallerPYSchDGainOrWrkshtAmt01927712
IRS8801/SmllrAdjNetGainOrTxblIncAmt010300
IRS8801/SmllrNetMinTaxOrApplcblGainAmt0942749
IRS8801/SumMinTaxCreditLossAndDedAmt0942749
IRS8801/SumOfAltMinTaxPercentagesAmt0187505
IRS8801/SumOfSmllrAmt012950
IRS8801/SumThresholdApplcblWrkshtAmt02650
IRS8801/TaxOnAlternativeMinimumGainAmt0187505
IRS8801/TentativeMinTaxOnExclItemsAmt0187505
IRS8801/TentMinTaxMinusRegTaxLiabAmt00
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt04892813
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0DEBT FINANCED CAPITAL GAINS
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt04892813
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-23957
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0DEBT FINANCED CAPITAL GAINS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-23957
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AlternativeMinimumTaxAmt012785
IRS990T/BooksInCareOfDetail/PersonNm0NANCY WATSON
IRS990T/BooksInCareOfDetail/PhoneNum04122612766
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 GRANT STREET SUITE 5360
IRS990T/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd015219
IRS990T/BookValueAssetsEOYAmt01425693584
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt03069019
IRS990T/EstimatedTaxPaymentsAmt050000
IRS990T/ExtsnRequestIncomeTaxPaidAmt0600000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0233240
IRS990T/OverpaymentSection/OverpaymentAmt0233240
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0208774
IRS990TScheduleA/CapitalGainNetIncomeAmt06230520
IRS990TScheduleA/InterestDeductionAmt0172855
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0431397
IRS990TScheduleA/OtherIncomeAmt0444165
IRS990TScheduleA/PrincipalBusinessActivityCd0900003
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0604252
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt068604
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt06743289
IRS990TScheduleA/TotUnrltTrdBusIncmAmt06743289
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt06139037
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt06139037
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0612749
IRS990T/TaxLessCreditsAmt0625534
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0858774
IRS990T/TotalTaxAmt0625534
IRS990T/TotalTaxComputationAmt0625534
IRS990T/TotalUBTIAmt03069018
IRS990T/TotalUBTIBeforeNOLSpecificAmt03070018
IRS990T/TotalUBTIBeforeSection199AAmt03070018
IRS990T/TotalUBTIComputedAmt06139037
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD J GREFENSTETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, CEO & CIO
ReturnHeader/BusinessOfficerGrp/PhoneNum04122612766
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIETRICH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DIET
ReturnHeader/Filer/EIN0364711746
ReturnHeader/Filer/PhoneNum04122612766
ReturnHeader/Filer/USAddress/AddressLine1Txt0USX TOWER 600 GRANT ST NO 5360
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251467156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SISTERSON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 GRANT STREET SUITE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04122812025
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL M COMSTOCK
ReturnHeader/ReturnTs02021-11-12T12:23:35-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREFENSTETTE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,469$7.88$1,461$107$56.4$50.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,499$23.8$1,475$94.3$61.8$32.6
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,518$3.41$1,515$82.6$51.5$31.1
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,731$4.97$1,726$167$41.5$126
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,426$6.23$1,419$93.5$36.3$57.2
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,082$7.27$1,075$76.4$33.8$42.6
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$948$2.50$945$69.7$29.7$39.9
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$898$6.58$891$58.4$28.3$30.1
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$799$3.68$796$55.5$26.8$28.7
2015Detailed filing. Detailed filing data is available for this year.$775$6.37$769$64.9$25.0$39.9
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$757$45.2$712$503$23.5$479
2013Detailed filing. Detailed filing data is available for this year.$631$0.42$630$702$15.3$687
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00