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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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