DILLER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DILLER FOUNDATION INC (EIN 22-3615023)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-11
- IRS object ID
- 201811629349100311
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-11T10:29:13-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 CENTRAL AVENUE | AddressLine1Txt |
| City | LINWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223615023 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DILLER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DILL | BusinessNameControlTxt |
| Phone | 6093683311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9614 THIRD AVENUE | AddressLine1Txt |
| City | STONE HARBOR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08247 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES S DILLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6093683311 | PhoneNum |
| Signature | 2018-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORRIE CRISTALDI | PreparerPersonNm |
| PTIN | P00238848 | PTIN |
| Phone | 6099272222 | PhoneNum |
| Preparation | 2018-05-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $340,041 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $75,074 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,445 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,533 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,667 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,533 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $84,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,978 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,657 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,657 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,258 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,258 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,077 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,063 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,323 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,219 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $218,748 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $300,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $314,822 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $269,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $326,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $340,041 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $269,071 | UnrestrictedBOYAmt |
| Unrestricted EOY | $326,148 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $269,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $326,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $269,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $326,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $269,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,077 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $326,148 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $326,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| STURDY | 2014-02-05 | 2017-12-31 | $67,794 | $69,134 | -$1,340 | -$1,340 | |
| CAPITAL GAINS DIVIDENDS | $4,873 | $4,873 | $4,873 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,533 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,809 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $220,676 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085234 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $237,089 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029525 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,457 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $242,242 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039039 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,954 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $257,507 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077489 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $327,694 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025176 | DistributionYr5Rt |
| Total Distribution | 0.256463 | TotalDistributionRt |
| Average Distribution | 0.051293 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $272,218 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,963 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,984 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,880 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $21 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $94 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $73 | OverpaymentAmt |
| Applied To ES Tax | $73 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHEILA WANNEN | IndividualWithBooksNm |
| Phone | 6093683311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9614 THIRD AVENUE | AddressLine1Txt |
| City | STONE HARBOR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES S DILLER | ||||||||
| 9614 THIRD AVENUE | STONE HARBOR | NJ | 08247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DOUGLAS J HEUN | ||||||||
| 327 CENTRAL AVENUE | LINWOOD | NJ | 08221 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLIAM DILLER III | ||||||||
| 9614 THIRD AVENUE | STONE HARBOR | NJ | 08247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $252,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $276,363 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $276,363 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,145 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $272,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21 | TotalTaxAmt |
| Distributable Before Adj | $13,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $21 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,859 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,278 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,278 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,602 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,988 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES S DILLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9614 THIRD AVENUE | AddressLine1Txt |
| City | STONE HARBOR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6093683311 | RecipientPhoneNum |
| Form And Info And Materials | NAME AND PURPOSE OF DONEE ORGANIZATION; AMOUNT OF GRANT REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRENDAN BOREK HIGH TIDES MEMORIAL FUND INC | |||||||
| PO BOX 41 | AVALON | NJ | 08202 | NONE | TAX EXEMPT | TO ASSIST IN THE FUNDING OF THE FOUNDATION'S MISSION TO AIDE LOCAL FAMILIES WHO HAVE CHILDREN WITH CANCER. | $2,000 |
| HELEN DILLER VACATION HOME FOR BLIND CHILDREN INC | |||||||
| PO BOX 338 | AVALON | NJ | 08202 | NONE | TAX EXEMPT | TO ASSIST THE FOUNDATION WITH IT'S MISSION TO PROVIDE SOUTHERN NEW JERSEY WITH A SUMMER CAMP FOR BLIND AND VISUALLY IMPAIRED CHILDREN. | $10,000 |
| WETLANDS INSTITUTE | |||||||
| 1075 STONE HARBOR BLVD | STONE HARBOR | NJ | 08247 | NONE | TAX EXEMPT | TO ASSIST THE FOUNDATION WITH IT'S MISSION TO PROMOTE APPRECIATION, UNDERSTANDING & STEWARDSHIP OF WETLANDS AND COASTAL ECOSYSTEMS THROUGH OUR PROGRAMS IN RESEARCH, CONSERVATION, AND EDUCATION. | $5,000 |
| ACTION FOR ALL USASA NATIONALS SCHOLARSHIP | |||||||
| 217 W BEVERLEY ST | STAUNTON | VA | 24401 | NONE | TAX EXEMPT | TO ASSIST THE FOUNDATION WITH IT'S MISSION TO HELP CHILDREN REACH THEIR FULL POTENTIAL THROUGH ACTION SPORTS. | $2,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,880 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,445 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,533 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,978 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,657 | Amt |
| Net Investment Income | $3,657 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS ELECTING TO APPLY THE BALANCE OF DISTRIBUTED INCOME, AFTER SATISYING THE REQUIREMENT FOR THE IMMEDIATE PRIOR YEAR, TO PRECEDING PRIOR YEARS. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AB HIGH INCOME FUND | AT COST | $13,451 | $13,211 |
| CLEARBRIDGE AGGRESSIVE GR | AT COST | $24,086 | $27,239 |
| COHEN & STEERS REAL ESTATE | AT COST | $12,848 | $13,458 |
| EATON VANCE MTS FDS TR | AT COST | $12,901 | $12,914 |
| FRANKLIN RISING DIVS | AT COST | $22,883 | $30,209 |
| HARTFORD FORTIS SER FD | AT COST | $12,031 | $14,842 |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP | AT COST | $12,598 | $14,210 |
| LOOMIS SAYLES FDS II | AT COST | $28,976 | $26,551 |
| OPPENHEIMER STEELPATH | AT COST | $13,862 | $11,307 |
| PRINCIPAL INVS FD | AT COST | $13,062 | $13,600 |
| THORNBURG INVESTMENT INCOME | AT COST | $27,145 | $28,893 |
| DELAWARE SMALL CAP CORE FUND | AT COST | $13,590 | $14,043 |
| JOHN HANCOCK BOND FUND | AT COST | $44,459 | $44,788 |
| PIMCO FOREIGN FUND | AT COST | $12,668 | $13,032 |
| PIMCO FDS PAC INVT MGMT SER | AT COST | $5,117 | $5,127 |
| OPPENHEIMER INTERNATIONAL | AT COST | $12,500 | $12,557 |
| PIMCO INVESTMENT GRADE CORP BOND FUND | AT COST | $18,752 | $18,841 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER FEES | CategoryTxt |
| Amt | $3,258 | Amt |
| Net Investment Income | $3,258 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $180 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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