John a Joan M Dietze Charitable Tr
The John A. and Joan M. Dietze Charitable Trust is a private foundation based in Pennington, New Jersey. Established in 2002, it operates as a 501(c)(3) organization designated for philanthropic purposes. The trust manages substantial assets and distributes grants to charitable organizations across multiple states.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.0M
+1.1% YoY
Annual Giving
$283K
+12.8% YoY
Grant Count
43
+7.5% YoY
Avg Grant Size
$7K
+4.9% YoY
Under IRS private-foundation payout rules, John a Joan M Dietze Charitable Tr reported a distributable amount of $348K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust does not specify particular subject areas of focus in its filings. However, its grantmaking reflects support for general operating purposes across a diverse range of charitable initiatives. Recent grants have supported educational institutions, religious organizations, and human services organizations.
Grantmaking
Grants are primarily designated for general operating purposes.
Grant Range
approximately $8,400
Average Grant
approximately $8,400
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Geographic Focus
Where this funder awards grants
The trust funds projects across multiple U.S. states, including Colorado, Connecticut, Washington D.C., Delaware, Florida, Massachusetts, Maine, North Carolina, Nevada, New York, Pennsylvania, Tennessee, Vermont, and Washington.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $5,891,355
- Total Revenue: $359,889
- Total Expenses: $337,601
- Total Liabilities: $0
As of 2024:
- Total Assets: $5,955,211
- Total Giving: $283,292
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,955,211 | $5,891,355 | $5,869,075 |
| Revenue | $438,391 | $359,889 | $315,841 |
| Expenses | $374,106 | $337,601 | $457,976 |
| Qualifying Distributions | $333,204 | $297,897 | $411,566 |
| Net Investment Income | $402,547 | $321,352 | $278,818 |
| Distributable Amount | $347,649 | $318,270 | $334,487 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
196 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Renown Health Foundation ($27,383), Westminster Presbyterian Church ($18,297), Institute for Cancer Research ($18,297).
| Recipient | Purpose | Amount |
|---|---|---|
| ROYAL RIVER CONSERVATION TRUST YARMOUTH, ME | GENERAL OPERATING | $4,000 |
| BERKSHIRE FOOD PROJECT INC N ADAMS, MA | GENERAL OPERATING | $100 |
| STERLING FRANCINE CLARK ART INST WILLIAMSTOWN, MA | GENERAL OPERATING | $5,000 |
| WILLIAMSTOWN THEATRE FOUNDATION INC WILLIAMSTOWN, MA | GENERAL OPERATING | $2,500 |
| NORTH ADAMS AMBULANCE SERVICE INC NORTH ADAMS, MA | GENERAL OPERATING | $100 |
| WILLIAMSTOWN RURAL LAND FOUNDATION INC WILLIAMSTOWN, MA | GENERAL OPERATING | $2,500 |
| MASSACHUSETTS MUSEUM OF CONTEMPORARY NORTH ADAMS, MA | GENERAL OPERATING | $1,000 |
| BERKSHIRE HUMANE SOCIETY INC PITTSFIELD, MA | GENERAL OPERATING | $500 |
| WILLIAMSTOWN COMMUNITY CHEST WILLIAMSTOWN, MA | GENERAL OPERATING | $1,000 |
| THE BERKSHIRE TACONIC SHEFFIELD, MA | GENERAL OPERATING | $250 |
Leadership & Key People
Leadership team and compensation from IRS filings
Key Personnel:
- C. David Myers – Advisor ($5,000 compensation)
- John A. Dietze – Advisor
- Anina D. Nelon – Advisor ($5,000 compensation)
- Valerie Tweiten – Advisor
- David L. Dietze – Advisor ($5,000 compensation)
- Bank of America N.A. – Trustee ($52,761 compensation)
The trust operates with one employee as of 2023.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| C DAVID MYERS | ADVISOR | 9 | $5,000 |
| LISA MOLLOY | ADVISOR | 9 | $5,000 |
| ANINA D NELON | ADVISOR | 9 | $5,000 |
| VALERIE TWEITEN | ADVISOR | 9 | $5,000 |
| DAVID L DIETZE | ADVISOR | 9 | $5,000 |
| BANK OF AMERICA N A | TRUSTEE | 2 | $58,187 |
Recent News & Activity
Recent developments and announcements
The trust continues active grantmaking operations. Its most recent tax filing was processed on December 1, 2023, indicating current operational status. The organization remains open to new applicants.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does John a Joan M Dietze Charitable Tr fund?
The trust does not specify particular subject areas of focus in its filings. However, its grantmaking reflects support for general operating purposes across a diverse range of charitable initiatives. Recent grants have supported educational institutions, religious organizations, and human services organizations.
How do I apply for a grant from John a Joan M Dietze Charitable Tr?
**Grant Activity:** • Made 31 grants in 2023 totaling approximately $220,466 • Average grant size: approximately $8,400 • Median grant size: $5,000 • Typical award range: $100–$27,383 **Recent Grantees (2023):** • Grace Community Church of Reno: $25,048 (General Operating) • Wilmington Friends School: $15,750 (General Operating) • Ingleside Homes: $15,750 (General Operating) • Southeastern Guide Dogs Inc. **Grant Type:** Grants are primarily designated for general operating purposes.
Where does John a Joan M Dietze Charitable Tr make grants?
The trust funds projects across multiple U.S. states, including Colorado, Connecticut, Washington D.C., Delaware, Florida, Massachusetts, Maine, North Carolina, Nevada, New York, Pennsylvania, Tennessee, Vermont, and Washington.
What size grants does John a Joan M Dietze Charitable Tr award?
In 2024, John a Joan M Dietze Charitable Tr awarded 43 grants totaling $283K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is John a Joan M Dietze Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, John a Joan M Dietze Charitable Tr reported a distributable amount of $348K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is John a Joan M Dietze Charitable Tr's EIN?
John a Joan M Dietze Charitable Tr's EIN (Employer Identification Number) is 51-6523322. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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