DILLER FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DILLER FOUNDATION INC (EIN 22-3615023)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-19
IRS object ID
201503239349100600
Schema version
2014v5.0
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)
Return2015-11-19T06:39:56-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ford Scott & Associates LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11535 Haven AvenueAddressLine1Txt
CityOcean CityCityNm
State AbbreviationNJStateAbbreviationCd
ZIP082260538ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223615023EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DILLER 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
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn A Sabella CPAPreparerPersonNm
PTINP00534413PTIN
Phone6093996333PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$248,989FMVAssetsEOYAmt
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$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$9,392DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,392DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,392DividendsAdjNetIncmAmt
Total Rev And Expnss$9,397TotalRevAndExpnssAmt
Total Net Invst Incm$9,397TotalNetInvstIncmAmt
Total Adj Net Incm$9,397TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$250AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,056OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,056OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,806TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,306TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$250TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,207ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,207ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,013TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,306TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$250TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$9,457TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,616ExcessRevenueOverExpensesAmt
Net Investment Income$6,091NetInvestmentIncomeAmt
Adjusted Net Income$9,147AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$242,873SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,250SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,250SavAndTempCashInvstEOYFMVAmt
Other Investments EOY$222,007OtherInvestmentsEOYAmt
Other Investments EOYFMV$231,739OtherInvestmentsEOYFMVAmt
Total Assets BOY$242,873TotalAssetsBOYAmt
Total Assets EOY$239,257TotalAssetsEOYAmt
Total Assets EOYFMV$248,989TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$242,873UnrestrictedBOYAmt
Unrestricted EOY$239,257UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$242,873TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$239,257TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$242,873TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$239,257TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$242,873TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,616ExcessRevenueOverExpensesAmt
Subtotal$239,257SubtotalAmt
Tot Net Ast Or Fund Balances EOY$239,257TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$19,954AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$257,507NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.07749DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$327,694NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.02518DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,656AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$251,504NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05032DistributionYr3Rt
Adjusted Qlfy Distri Yr4$745AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$248,445NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.00300DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,265AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$211,067NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04863DistributionYr5Rt
Total Distribution0.20462TotalDistributionRt
Average Distribution0.04092AverageDistributionRt
Net Vl Noncharitable Assets$242,242NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,914AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$61NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,975AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,457QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$122InvestmentIncomeExciseTaxAmt
Subtotal$122SubtotalAmt
Tax Based On Investment Income$122TaxBasedOnInvestmentIncomeAmt
Tax Due$122TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHEILA WANNENBusinessNameLine1Txt
FieldValueIRS element (for citing)
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJAMES S DILLERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1724 SUNRISE DRAddressLine1Txt
CityAVALONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08202ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$224,254AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,677AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$245,931TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$245,931AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,689CashDeemedCharitableAmt
Net Vl Noncharitable Assets$242,242NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,112MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,112MinimumInvestmentReturnAmt
Tax Based On Investment Income$122TaxBasedOnInvestmentIncomeAmt
Total Tax$122TotalTaxAmt
Distributable Before Adj$11,990DistributableBeforeAdjAmt
Distributable Before Ded$11,990DistributableBeforeDedAmt
Distributable As Adjusted$11,990DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,457ExpensesAndContributionsAmt
Qualifying Distributions$9,457QualifyingDistributionsAmt
Adjusted Qualifying Distri$9,457AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,990DistributableAsAdjustedAmt
Undistributed Income PY$8,837UndistributedIncomePYAmt
Qualifying Distributions$9,457QualifyingDistributionsAmt
Applied To Year1$8,837AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$620AppliedToCurrentYearAmt
Undistributed Income CY$11,370UndistributedIncomeCYAmt

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 (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN LEGION POST 331
275 13TH STREETAVALONNJ08202NONEEOFGENERAL PURPOSE$1,207
BRENDAN BOREK HIGH TIDES FDN
PO BOX 41AVALONNJ08202NONEEOFGENERAL PURPOSE$3,000
HELEN DILLER FOUNDATION
9614 THIRD AVEAVALONNJ08202NONEEOFGENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,207TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$9,392RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,397RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,397TotalIncomeProducingActyAmt

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)
Amt$750Amt
Net Investment Income$250NetInvestmentIncomeAmt
Adjusted Net Income$250AdjustedNetIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALLIANCE BERNSTEIN HIGH INCAT COST$12,245$11,687
CLEARBRIDGE AGGRESSIVE GRAT COST$24,834$28,340
COHEN & STEERS REALTYAT COST$12,693$14,991
EATON VANCE MTS FDS TRAT COST$12,144$11,761
FRANKLIN RISING DIVSAT COST$24,551$27,989
HARTFORD FORTIS SER FDAT COST$12,716$13,793
JOHN HANCOCK FDS IIIAT COST$12,689$14,041
LOOMIS SAYLES FDS IIAT COST$24,853$25,000
OPPENHEIMER STEELPATHAT COST$12,144$12,263
PRINCIPAL INVS FDAT COST$12,365$12,655
TEMPLETON GLBL BD FDAT COST$24,341$23,659
THORNBURG INVESTMENT TRAT COST$12,144$12,609
THORNBURG INVT TRAT COST$12,144$12,537
VAN ECKS FDS GLOBAL HARDAT COST$12,144$10,414

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$3,056Amt
Net Investment Income$3,056NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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