DILLER FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DILLER FOUNDATION INC (EIN 22-3615023)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-25
IRS object ID
202542069349100419
Schema version
2024v5.0
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)
Return2025-07-25T16:40:47-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-06-30SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAMELA TRACEYPreparerPersonNm
PTINP01361747PTIN
Phone6099279305PhoneNum
Preparation2025-07-25PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$870,420FMVAssetsEOYAmt
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$33,947DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,947DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$8,895NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$97,372GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,544CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,052TotalRevAndExpnssAmt
Total Net Invst Incm$39,491TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,800AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$462TaxesRevAndExpnssAmt
Taxes Net Invst Incm$462TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$5,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,000OccupancyNetInvstIncmAmt
Other Expenses Rev And Expnss$9,403OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,403OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$16,665TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,665TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,803ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,803ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$70,468TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,665TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,803TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,416ExcessRevenueOverExpensesAmt
Net Investment Income$22,826NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$577,182SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$532,417SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$532,417SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$44,575CorporateStockBOYAmt
Corporate Stock EOY$124,537CorporateStockEOYAmt
Corporate Stock EOYFMV$175,296CorporateStockEOYFMVAmt
Other Investments BOY$230,329OtherInvestmentsBOYAmt
Other Investments EOY$151,516OtherInvestmentsEOYAmt
Other Investments EOYFMV$162,707OtherInvestmentsEOYFMVAmt
Total Assets BOY$852,086TotalAssetsBOYAmt
Total Assets EOY$808,470TotalAssetsEOYAmt
Total Assets EOYFMV$870,420TotalAssetsEOYFMVAmt
Accounts Payable EOY$1,800AccountsPayableEOYAmt
Total Liabilities EOY$1,800TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$852,086NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$806,670NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$852,086TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$806,670TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$852,086TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$808,470TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$852,086TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,416ExcessRevenueOverExpensesAmt
Subtotal$806,670SubtotalAmt
Tot Net Ast Or Fund Balances EOY$806,670TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$5,544CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$317InvestmentIncomeExciseTaxAmt
Subtotal$317SubtotalAmt
Tax Based On Investment Income$317TaxBasedOnInvestmentIncomeAmt
Tax Due$317TaxDueAmt

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$306,453AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$553,522AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$859,975TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$859,975AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,900CashDeemedCharitableAmt
Net Vl Noncharitable Assets$847,075NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,354MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,354MinimumInvestmentReturnAmt
Tax Based On Investment Income$317TaxBasedOnInvestmentIncomeAmt
Total Tax$317TotalTaxAmt
Distributable Before Adj$42,037DistributableBeforeAdjAmt
Distributable Before Ded$42,037DistributableBeforeDedAmt
Distributable As Adjusted$42,037DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,803ExpensesAndContributionsAmt
Qualifying Distributions$53,803QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,037DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$92,190ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,574ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,241ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$102,005TotalExcessDistributionCyovAmt
Qualifying Distributions$53,803QualifyingDistributionsAmt
Applied To Current Year$42,037AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,766RemainingDistriFromCorpusAmt
Total Corpus$113,771TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$113,771ExcessDistriCyovToNextYrAmt
Excess From Year4$92,190ExcessFromYear4Amt
Excess From Year2$1,574ExcessFromYear2Amt
Excess From Year1$8,241ExcessFromYear1Amt
Excess From Current Year$11,766ExcessFromCurrentYearAmt

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 StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MOORESTOWN FRIENDS SCHOOL
110 E MAIN STREETMOORESTOWNNJ08057NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$3,000
STONE HARBOR MUSEUM
9410 2ND AVENUESTONE HARBORNJ08247NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$5,000
WETLANDS INSTITUTE
1075 STONE HARBOR BLVDSTONE HARBORNJ08247NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$12,500
CHALLENGE CHILDREN'S CHARITY
375 E BRIDLEWALK LANEMURRAYUT84123NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$10,000
THE AMERICAN LEGION POST 331
4225FAIRMONT STREETORLANDOFL32808NONETAX EXEMPTTO ASSIST THE ORG WITH ITS MISSION$2,493
VILLA MARIA BY THE SEA RETREAT CENT
101 111TH STREETSTONE HARBORNJ08247NONETAX EMEPTTO PROVIDE A SACRED SPACE FOR ALL$20,810
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,803TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,947ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,544ExclusionAmt
Related Or Exempt Function Incm-$14,439RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREFUNDSDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39,491ExclusionAmt
Related Or Exempt Function Incm-$14,439RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,052TotalIncomeProducingActyAmt

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$1,800Amt
Net Investment Income$1,800NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
OIGYXPURCHASE2024-02$1,904$1,872$32
PRLPXPURCHASE2024-02$200$200
PBDPXPURCHASE2024-02$462$459$3
PFBPXPURCHASE2024-02$381$371$10
PPSIXPURCHASE2024-02$744$716$28
TGTPURCHASE2024-02$446$418$28
OIGYXPURCHASE2024-02$15,451$19,443-$3,992
MSEQXPURCHASE2024-02$15,124$22,128-$7,004
PRLPXPURCHASE2024-02$6,188$7,143-$955
PBDPXPURCHASE2024-02$11,614$13,787-$2,173
PFBPXPURCHASE2024-02$12,338$13,636-$1,298
PPSIXPURCHASE2024-02$13,246$15,212-$1,966
TGTPURCHASE2024-02$13,730$10,882$2,848

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTURDY INVESTMENTSStockNm
EOY Book Value$124,537EOYBookValueAmt
EOYFMV$175,296EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTURDY INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$151,516BookValueAmt
EOYFMV$162,707EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY EXPENSES$8,463$8,463
MISCELLANEOUS$940$940

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES ON INVESTMENT INCO$96$96
ANNUAL REPORT$31$31
TAXES$335$335

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