Nonprofit · EIN 51-6523322
JOHN A & JOAN M DIETZE CHARITABLE TR 102501
Also known as DIETZE JOAN M TTEE
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $550,823 | $371,243 | $179,580 | $6,135,225 | $0 | $6,135,225 |
| December 31, 2024 | 990-PF | $438,391 | $374,106 | $64,285 | $5,955,211 | $0 | $5,955,211 |
| December 31, 2023 | 990-PF | $359,889 | $337,601 | $22,288 | $5,891,355 | $0 | $5,891,355 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $226,227
- Net gain from sales of assets
- $324,596
Expenses
- Grants and similar amounts paid
- $275,872
- Compensation of officers, directors and key employees
- $85,635
- Disbursements for charitable purposes
- $310,126
- Excise tax on investment income
- $6,900
Balance sheet and other
- Total assets, start of year
- $5,955,211
- Total assets, end of year
- $6,135,225
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,135,225
- Fair market value of assets
- $7,916,972
- Qualifying distributions
- $310,126
- Net investment income
- $550,823
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $65,635 |
| C DAVID MYERS PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| LISA MOLLOY PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| ANINA D NELON PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| VALERIE TWEITEN PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| DAVID L DIETZE PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $58,187 |
| C DAVID MYERS PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| LISA MOLLOY PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| ANINA D NELON PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| VALERIE TWEITEN PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| DAVID L DIETZE PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $52,761 |
| C DAVID MYERS PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| JOHN A DIETZE PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| ANINA D NELON PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| VALERIE TWEITEN PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
| DAVID L DIETZE PO BOX 1532, PENNINGTON, NJ 08534 | ADVISOR | 9 | $5,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % JOAN M DIETZ
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 51-6523322
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,135,225
- Income (IRS master file)
- $999,346
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $550,823 | $371,243 | $6,135,225 | XML |
| 990-PF | December 2024 | $438,391 | $374,106 | $5,955,211 | IRS |
| 990-PF | December 2023 | $359,889 | $337,601 | $5,891,355 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-6523322).
Questions about JOHN A & JOAN M DIETZE CHARITABLE TR 102501
- What is the EIN of JOHN A & JOAN M DIETZE CHARITABLE TR 102501?
- The employer identification number (EIN) of JOHN A & JOAN M DIETZE CHARITABLE TR 102501 is 51-6523322.
- Is JOHN A & JOAN M DIETZE CHARITABLE TR 102501 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to JOHN A & JOAN M DIETZE CHARITABLE TR 102501 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN A & JOAN M DIETZE CHARITABLE TR 102501 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN A & JOAN M DIETZE CHARITABLE TR 102501 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN A & JOAN M DIETZE CHARITABLE TR 102501 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOHN A & JOAN M DIETZE CHARITABLE TR 102501?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 5 received compensation from the organization, the highest $65,635 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does JOHN A & JOAN M DIETZE CHARITABLE TR 102501 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $550,823, expenses of $371,243 and total assets of $6,135,225 at year end.
Other nonprofits in PENNINGTON
- FOUREVERGREEN FOUNDATION INC EIN 82-3184119 · last filed 990-PF for 2025
- SHARON MATES FAMILY FOUNDATION EIN 33-4167852 · last filed 990-PF for 2025
- DELAWARE ATLANTIS FOUNDATION EIN 27-6372427 · last filed 990-PF for 2025
- O HAGAN FAMILY FOUNDATION EIN 20-4074178 · last filed 990-PF for 2025
- ERIC AND SIMONE LANG FOUNDATION EIN 30-6601935 · last filed 990-PF for 2025
- JOHN C LASKO FOUNDATION TR EIN 27-6173297 · last filed 990-PF for 2024
- WILLIAM E CHATLOS FOUNDATION EIN 30-6529677 · last filed 990-PF for 2025
- JOHN AND POLLY SPARKS FOUNDATION EIN 27-2992779 · last filed 990-PF for 2025
All nonprofits in PENNINGTON · New Jersey · Philanthropy, voluntarism and grantmaking foundations