DILLER FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DILLER FOUNDATION INC (EIN 22-3615023)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202323189349102502
Schema version
2022v5.0
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)
Return2023-11-14T11:50:11-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-13SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMES SPersonFirstNm
Person LastDILLERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAMELA TRACEYPreparerPersonNm
PTINP01361747PTIN
Phone6099279305PhoneNum
Preparation2023-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$865,133FMVAssetsEOYAmt
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$14,480DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,480DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,027NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,027GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,027CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$44OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$18,551TotalRevAndExpnssAmt
Total Net Invst Incm$18,507TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,425AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,425AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$27TaxesRevAndExpnssAmt
Taxes Net Invst Incm$27TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,356OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,356OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,808TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,808TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,733ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,733ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,541TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,808TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,733TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,990ExcessRevenueOverExpensesAmt
Net Investment Income$8,699NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$662,663SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$611,007SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$611,007SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$41,690CorporateStockBOYAmt
Corporate Stock EOY$43,055CorporateStockEOYAmt
Corporate Stock EOYFMV$57,905CorporateStockEOYFMVAmt
Other Investments BOY$212,410OtherInvestmentsBOYAmt
Other Investments EOY$224,712OtherInvestmentsEOYAmt
Other Investments EOYFMV$196,221OtherInvestmentsEOYFMVAmt
Total Assets BOY$916,764TotalAssetsBOYAmt
Total Assets EOY$878,774TotalAssetsEOYAmt
Total Assets EOYFMV$865,133TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$916,764NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$878,774NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$916,764TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$878,774TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$916,764TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$878,774TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$916,764TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,990ExcessRevenueOverExpensesAmt
Subtotal$878,774SubtotalAmt
Tot Net Ast Or Fund Balances EOY$878,774TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,027CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$121InvestmentIncomeExciseTaxAmt
Subtotal$121SubtotalAmt
Tax Based On Investment Income$121TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$36EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$36TotalPaymentsAndCreditsAmt
Tax Due$85TaxDueAmt

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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$282,557AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$636,835AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$919,392TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$919,392AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,791CashDeemedCharitableAmt
Net Vl Noncharitable Assets$905,601NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,280MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,280MinimumInvestmentReturnAmt
Tax Based On Investment Income$121TaxBasedOnInvestmentIncomeAmt
Total Tax$121TotalTaxAmt
Distributable Before Adj$45,159DistributableBeforeAdjAmt
Distributable Before Ded$45,159DistributableBeforeDedAmt
Distributable As Adjusted$45,159DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,733ExpensesAndContributionsAmt
Qualifying Distributions$46,733QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,159DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$92,190ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$92,190TotalExcessDistributionCyovAmt
Qualifying Distributions$46,733QualifyingDistributionsAmt
Applied To Current Year$45,159AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,574RemainingDistriFromCorpusAmt
Total Corpus$93,764TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$93,764ExcessDistriCyovToNextYrAmt
Excess From Year2$92,190ExcessFromYear2Amt
Excess From Current Year$1,574ExcessFromCurrentYearAmt

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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MOORESTOWN FRIENDS SCHOOL
110 E MAIN STREETMOORESTOWNNJ08057NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$7,000
STONE HARBOR MUSEUM
9410 2ND AVENUESTONE HARBORNJ08247NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$5,000
CAPE MAY MARLIN & TUNA CLUB
1390 LAFAYETTE STREETCAPE MAYNJ08204NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$5,000
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$10,000
WILDWOOD CATHOLIC ACADEMY
1500 CENTRAL AVENUENORTH WILDWOODNJ08260NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$5,200
THE AMERICAN LEGION POST 331
4225FAIRMONT STREETORLANDOFL32808NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$2,333
WILDWOOD CATHOLIC ACADEMY
1500 CENTRAL AVENUENORTH WILDWOODNJ08260NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$2,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,733TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,480ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,027ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREFUNDSDesc
Related Or Exempt Function Incm$44RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,507ExclusionAmt
Related Or Exempt Function Incm$44RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,551TotalIncomeProducingActyAmt

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$3,425Amt
Net Investment Income$3,425NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTURDY INVESTMENTSStockNm
EOY Book Value$43,055EOYBookValueAmt
EOYFMV$57,905EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTURDY INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$224,712BookValueAmt
EOYFMV$196,221EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY EXPENSES$6,356$6,356

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREFUNDSDesc
Revenue And Expenses Per Books$44RevenueAndExpensesPerBooksAmt
Adjusted Net Income$44AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES ON INVESTMENT INCOCategoryTxt
Amt$27Amt
Net Investment Income$27NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.