DILLER FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
DILLER FOUNDATION INC (EIN 22-3615023)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-03
IRS object ID
202631549349100618
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-03T21:36:13-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204238909PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRACEY & TRACEY CPA'S LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1327 CENTRAL AVE STE 101AddressLine1Txt
CityLINWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08221ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223615023EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DILLER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDILLBusinessNameControlTxt
Phone6093683311PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19614 THIRD AVENUEAddressLine1Txt
CitySTONE HARBORCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08247ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES S DILLERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6093683311PhoneNum
Signature2026-05-26SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAMELA TRACEYPreparerPersonNm
PTINP01361747PTIN
Phone6099279305PhoneNum
Preparation2026-06-03PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$270,011FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,515DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,515DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,969NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,969GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,969CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$30,492TotalRevAndExpnssAmt
Total Net Invst Incm$30,492TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,850AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$458TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$5,000OccupancyRevAndExpnssAmt
Printing And Pub Rev And Expnss$8,500PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$7,764OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$23,572TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,667ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,667ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$106,239TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$82,667TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$75,747ExcessRevenueOverExpensesAmt
Net Investment Income$30,492NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$532,417SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$270,011SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$270,011SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$124,537CorporateStockBOYAmt
Corporate Stock EOY$258,664CorporateStockEOYAmt
Other Investments BOY$151,516OtherInvestmentsBOYAmt
Other Investments EOY$205,898OtherInvestmentsEOYAmt
Total Assets BOY$808,470TotalAssetsBOYAmt
Total Assets EOY$734,573TotalAssetsEOYAmt
Total Assets EOYFMV$270,011TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,800AccountsPayableBOYAmt
Accounts Payable EOY$3,650AccountsPayableEOYAmt
Total Liabilities BOY$1,800TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,650TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$806,670NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$730,923NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$806,670TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$730,923TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$808,470TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$734,573TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$806,670TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$75,747ExcessRevenueOverExpensesAmt
Subtotal$730,923SubtotalAmt
Tot Net Ast Or Fund Balances EOY$730,923TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$7,969CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$424InvestmentIncomeExciseTaxAmt
Subtotal$424SubtotalAmt
Tax Based On Investment Income$424TaxBasedOnInvestmentIncomeAmt
Tax Due$424TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHELSIE RODRIGEZIndividualWithBooksNm
Phone6093683311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19614 THIRD AVENUEAddressLine1Txt
CitySTONE HARBORCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08247ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES S DILLER
9614 THIRD AVENUESTONE HARBORNJ08247TRUSTEE000.00$0$0$0
CHELSIE RODRIGUEZ
9614 THIRD AVENSTONE HARBORNJ08247TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$410,791AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$401,214AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$812,005TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$812,005AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,180CashDeemedCharitableAmt
Net Vl Noncharitable Assets$799,825NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,991MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,991MinimumInvestmentReturnAmt
Tax Based On Investment Income$424TaxBasedOnInvestmentIncomeAmt
Total Tax$424TotalTaxAmt
Distributable Before Adj$39,567DistributableBeforeAdjAmt
Distributable Before Ded$39,567DistributableBeforeDedAmt
Distributable As Adjusted$39,567DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,667ExpensesAndContributionsAmt
Qualifying Distributions$82,667QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,567DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$92,190ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,574ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,241ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,766ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$113,771TotalExcessDistributionCyovAmt
Qualifying Distributions$82,667QualifyingDistributionsAmt
Applied To Current Year$39,567AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,100RemainingDistriFromCorpusAmt
Total Corpus$156,871TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$92,190ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$64,681ExcessDistriCyovToNextYrAmt
Excess From Year3$1,574ExcessFromYear3Amt
Excess From Year2$8,241ExcessFromYear2Amt
Excess From Year1$11,766ExcessFromYear1Amt
Excess From Current Year$43,100ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES S DILLERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19614 THIRD AVENUEAddressLine1Txt
CitySTONE HARBORCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08247ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6093683311RecipientPhoneNum
Form And Info And MaterialsNAME AND PURPOSE OF DONEE ORGANIZATION; AMOUNT OF GRANT REQUESTEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STONE HARBOR MUSEUM
9410 2ND AVENUESTONE HARBORNJ08247NONEPOFTO ASSIST THE ORG WITH ITS MISSION$5,000
WETLANDS INSTITUTE
1075 STONE HARBOR BLVDSTONE HARBORNJ08247NONEPOFTO ASSIST THE ORG WITH ITS MISSION$15,000
CHALLENGE CHILDREN'S CHARITY
375 E BRIDLEWALK LANEMURRAYUT84123NONEPOFTO ASSIST THE ORG WITH ITS MISSION$20,000
THE AMERICAN LEGION POST 331
4225FAIRMONT STREETORLANDOFL32808NONEPOFTO ASSIST THE ORG WITH ITS MISSION$2,000
VILLA MARIA BY THE SEA RETREAT CENT
101 111TH STREETSTONE HARBORNJ08247NONEPOFTO PROVIDE A SACRED SPACE FOR ALL$38,167
BURKE PROMISE SCHOLARSHIP
227 BAYBERRY DRIVECAPE MAY COURT HOUSENJ08210NONEPOFEDUCATION SCHOLARSHIP$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,667TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,515ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,969ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREFUNDSDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$30,492ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,492TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,850Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTURDY INVESTMENTSStockNm
EOY Book Value$258,664EOYBookValueAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTURDY INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$205,898BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ADVISORY EXPENSES$7,899
MISCELLANEOUS-$135

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAXES ON INVESTMENT INCO$110
ANNUAL REPORT$31
TAXES$317

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