Civic Intelligence

Dietrich Foundation

990T • Fiscal year 2023 • EIN 36-4711746

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Usx Tower 600 Grant St 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

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No earlier filing loaded for comparison.

Net Income

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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, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
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 5360, PITTSBURGH, PA 15219

Signing Officer

Name
Edward J Grefenstette
Title
President, CEO & CIO
Phone
4122612766
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Sisterson & Co Llp
Address
501 GRANT STREET SUITE 450, PITTSBURGH, PA 15219
Preparer
Melissa Pugne
Phone
4122812025
Raw XML Appendix198 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
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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt01416069
IRS1041ScheduleD/GainLessIncludedAmt01390240
IRS1041ScheduleD/GainPlusDividendsAmt01390240
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt00
IRS1041ScheduleD/NetIncomeMinusSmallerAmt01387240
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt01307123
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IRS1041ScheduleD/NetSmallerAmt01278256
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0108946
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IRS1041ScheduleD/NetTimesPercentAmt0255651
IRS1041ScheduleD/QlfyDividendsEstateTrustAmt083117
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IRS1041ScheduleD/SmallerOfCalcAmt011650
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt03000
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IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt014650
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt011650
IRS1041ScheduleD/TaxableIncomeAmt01292906
IRS1041ScheduleD/TaxableIncomeLessGainAmt00
IRS1041ScheduleD/TaxAmt0257399
IRS1041ScheduleD/TaxOnTaxableIncomeAmt0476520
IRS1041ScheduleD/TaxPlusTimePercentAmt0257399
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt01307123
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0108946
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt01416069
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0988246
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IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt03000
IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt01299968
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IRS1041ScheduleI/AdjustedTotalIncomeAmt01293906
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IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt01299968
IRS1041ScheduleI/ApplcblCapGainsOrSchDWrkshtAmt01292904
IRS1041ScheduleI/CapitalGainsWorksheetAmt01390240
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt01299968
IRS1041ScheduleI/ExcessOfSumAmt01296968
IRS1041ScheduleI/ExcessOfSumTimesPctAmt0259394
IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt03000
IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt00
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt0259394
IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt0359577
IRS1041ScheduleI/PassiveActivityAmt00
IRS1041ScheduleI/RelatedAdjustmentAmt0-7062
IRS1041ScheduleI/Section1202ExclusionAmt013124
IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt01299968
IRS1041ScheduleI/SmllrAbvThrshldOrAltMinGainAmt03000
IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt01296968
IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt01299968
IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt0259394
IRS1041ScheduleI/SumOfSmllrAmt03000
IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt01390240
IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt01295904
IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt0259394
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt0259394
IRS8801/AMTCarryforwardPlusNegativeAmt032379
IRS8801/AMTCrCarryforwardToNextYearAmt032379
IRS8801/AMTPriorYearCarryforwardAmt032379
IRS8801/CYRegTaxLiabiMinusAllwblCrAmt0257399
IRS8801/CYTentativeMinimumTaxAmt0259394
IRS8801/ExcessOfSumAmt0145566
IRS8801/ExcessOfSumTimesPctAmt029113
IRS8801/FilingThresholdAmt013700
IRS8801/FlngThrshldLessThesholdSumAmt010900
IRS8801/GainMinusSmallerNetAmt0156466
IRS8801/MaxCapGainMinusApplcblLimitAmt02800
IRS8801/MaxCapGainsApplicableLimitAmt02800
IRS8801/MinTaxCreditExemptionAmt026500
IRS8801/MinTaxCreditPhaseOutAmt088300
IRS8801/NetAltMinTaxableIncTimesPctAmt01635
IRS8801/NetAltMinTxblIncTimesFSPctAmt041409
IRS8801/NetMinTaxCrMinusPhaseOutAmt077973
IRS8801/NetMinTaxCrTimesDecimalAmt019493
IRS8801/NetMinTaxLessDeductionsAmt0159266
IRS8801/NetMinTaxLessLossAndDedAmt0159266
IRS8801/NetMinTaxMinusExemptionAmt07007
IRS8801/NetMinTaxOnExclusionItemsAmt00
IRS8801/NetMinTaxTimesTaxRateAmt030748
IRS8801/PYMinTaxApplicableCapGainAmt0299366
IRS8801/PYMinTaxApplicableRtnTaxAmt031950
IRS8801/SmallerCalculatedNetOrGainAmt02800
IRS8801/SmallerNetAMTOrGainAmt0159266
IRS8801/SmallerPYSchDGainOrWrkshtAmt0299366
IRS8801/SmllrAdjNetGainOrTxblIncAmt010900
IRS8801/SmllrNetMinTaxOrApplcblGainAmt0159266
IRS8801/SumMinTaxCreditLossAndDedAmt0166273
IRS8801/SumOfAltMinTaxPercentagesAmt030748
IRS8801/SumOfSmllrAmt013700
IRS8801/SumThresholdApplcblWrkshtAmt02800
IRS8801/TaxOnAlternativeMinimumGainAmt030748
IRS8801/TentativeMinTaxOnExclItemsAmt030748
IRS8801/TentMinTaxMinusRegTaxLiabAmt00
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0988246
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0DEBT FINANCED CAPITAL GAINS
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0988246
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0106250
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0DEBT FINANCED CAPITAL GAINS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0106250
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AlternativeMinimumTaxAmt01995
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/BookValueAssetsEOYAmt01498770520
IRS990T/CharitableContributionsDedAmt01292905
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt0101794
IRS990T/OverpaymentSection/OverpaymentAmt0101794
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0361188
IRS990TScheduleA/CapitalGainNetIncomeAmt01416069
IRS990TScheduleA/InterestDeductionAmt090535
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0130242
IRS990TScheduleA/OtherIncomeAmt0268295
IRS990TScheduleA/PrincipalBusinessActivityCd0900003
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0220777
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01123224
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02807588
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02807588
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt02586811
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02586811
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0257399
IRS990T/TaxLessCreditsAmt0259394
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0361188
IRS990T/TotalTaxAmt0259394
IRS990T/TotalTaxComputationAmt0259394
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IRS990T/TotalUBTIBeforeNOLSpecificAmt01293906
IRS990T/TotalUBTIBeforeSection199AAmt01293906
IRS990T/TotalUBTIComputedAmt02586811
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD J GREFENSTETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, CEO & CIO
ReturnHeader/BusinessOfficerGrp/PhoneNum04122612766
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIETRICH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DIET
ReturnHeader/Filer/EIN0364711746
ReturnHeader/Filer/PhoneNum04122612766
ReturnHeader/Filer/USAddress/AddressLine1Txt0USX TOWER 600 GRANT ST 5360
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251467156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SISTERSON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 GRANT STREET SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04122812025
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA PUGNE
ReturnHeader/ReturnTs02024-11-15T11:28:17-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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