DILLER FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DILLER FOUNDATION INC (EIN 22-3615023)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-30
IRS object ID
202422749349100002
Schema version
2023v5.0
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)
Return2024-09-30T06:15:09-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Begin2023-01-01TaxPeriodBeginDt

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
Signature2024-09-30SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAMELA TRACEYPreparerPersonNm
PTINP01361747PTIN
Phone6099279305PhoneNum
Preparation2024-09-30PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$862,949FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$32,660DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,660DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,317NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,317GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,317CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,977TotalRevAndExpnssAmt
Total Net Invst Incm$35,977TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,200AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$175TaxesRevAndExpnssAmt
Taxes Net Invst Incm$175TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$9,494OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,494OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,869TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,869TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,796ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,796ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,665TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,869TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,796TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,688ExcessRevenueOverExpensesAmt
Net Investment Income$24,108NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$611,007SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$577,182SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$577,182SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$43,055CorporateStockBOYAmt
Corporate Stock EOY$44,575CorporateStockEOYAmt
Corporate Stock EOYFMV$61,747CorporateStockEOYFMVAmt
Other Investments BOY$224,712OtherInvestmentsBOYAmt
Other Investments EOY$230,329OtherInvestmentsEOYAmt
Other Investments EOYFMV$224,020OtherInvestmentsEOYFMVAmt
Total Assets BOY$878,774TotalAssetsBOYAmt
Total Assets EOY$852,086TotalAssetsEOYAmt
Total Assets EOYFMV$862,949TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$878,774NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$852,086NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$878,774TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$852,086TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$878,774TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$852,086TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$878,774TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,688ExcessRevenueOverExpensesAmt
Subtotal$852,086SubtotalAmt
Tot Net Ast Or Fund Balances EOY$852,086TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3,317CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$335InvestmentIncomeExciseTaxAmt
Subtotal$335SubtotalAmt
Tax Based On Investment Income$335TaxBasedOnInvestmentIncomeAmt
Tax Due$335TaxDueAmt

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
SHEILA WANNEN
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$276,767AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$594,095AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$870,862TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$870,862AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,063CashDeemedCharitableAmt
Net Vl Noncharitable Assets$857,799NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,890MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,890MinimumInvestmentReturnAmt
Tax Based On Investment Income$335TaxBasedOnInvestmentIncomeAmt
Total Tax$335TotalTaxAmt
Distributable Before Adj$42,555DistributableBeforeAdjAmt
Distributable Before Ded$42,555DistributableBeforeDedAmt
Distributable As Adjusted$42,555DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,796ExpensesAndContributionsAmt
Qualifying Distributions$50,796QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,555DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$92,190ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,574ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$93,764TotalExcessDistributionCyovAmt
Qualifying Distributions$50,796QualifyingDistributionsAmt
Applied To Current Year$42,555AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,241RemainingDistriFromCorpusAmt
Total Corpus$102,005TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$102,005ExcessDistriCyovToNextYrAmt
Excess From Year3$92,190ExcessFromYear3Amt
Excess From Year1$1,574ExcessFromYear1Amt
Excess From Current Year$8,241ExcessFromCurrentYearAmt

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 (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STONE HARBOR MUSEUM
9410 2ND AVENUESTONE HARBORNJ08247NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$1,000
WETLANDS INSTITUTE
1075 STONE HARBOR BLVDSTONE HARBORNJ08247NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$10,000
CHALLENGE CHILDREN'S CHARITY
375 E BRIDLEWALK LANEMURRAYUT84123NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$26,000
THE AMERICAN LEGION POST 331
4225FAIRMONT STREETORLANDOFL32808NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$4,546
VILLA MARIA BY THE SEA RETREAT CENT
101 111TH STREETSTONE HARBORNJ08247NONETAX EMEPTTO PROVIDE A SACRED SPACE FOR ALL$9,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,796TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,660ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,317ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREFUNDSDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$35,977ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,977TotalIncomeProducingActyAmt

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$2,200Amt
Net Investment Income$2,200NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTURDY INVESTMENTSStockNm
EOY Book Value$44,575EOYBookValueAmt
EOYFMV$61,747EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTURDY INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$230,329BookValueAmt
EOYFMV$224,020EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY EXPENSES$9,494$9,494

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES ON INVESTMENT INCO$53$53
ANNUAL REPORT$31$31
TAXES$91$91

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