MYRON & ELAINE ADLER PRIVATE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MYRON & ELAINE ADLER PRIVATE FOUNDATION INC (EIN 22-3516532)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202431369349101063
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T08:17:52-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 JOHN F KENNEDY PARKWAY | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070782754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223516532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYRON & ELAINE ADLER PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O ELAINE ADLER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYRO | BusinessNameControlTxt |
| Phone | 2018436464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2667 MARSEILLES DRIVE | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE ADLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2018436464 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELAINE | PersonFirstNm |
| Person Last | ADLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIEGO RESTREPO | PreparerPersonNm |
| PTIN | P00670890 | PTIN |
| Phone | 9734679650 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,760,283 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $139,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$114,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,293,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,890 | 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 | $6,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,540 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,540 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,922 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,802 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $387,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $387,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $404,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $387,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$378,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,548 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $236,144 | CashBOYAmt |
| Cash EOY | $181,373 | CashEOYAmt |
| Cash EOYFMV | $181,373 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,947,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,623,351 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,578,910 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,183,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,804,724 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,760,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,183,843 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,804,724 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,183,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,804,724 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,183,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,804,724 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,183,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$378,869 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,804,974 | SubtotalAmt |
| Other Decreases | $250 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,804,724 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3519.765 SH - AMERICAN CENTURY EQUITY INCOME CL I, ACIIX | 2023-02-13 | $31,745 | $32,092 | -$347 | -$347 | ||
| 13.216 SH - AMERICAN NEW WORLD FUND CL F2, NFFFX | 2023-02-13 | $938 | $882 | $56 | $56 | 2022-12-16 | |
| 260.566 SH - CLEARBRIDGE LARGE CAP GROWTH I, SBL YXV | 2023-02-13 | $13,740 | $14,674 | -$934 | -$934 | 2022-12-13 | |
| 276.463 SH - DODGE & COX INCOME CLI, DODIX | 2023-02-13 | $3,457 | $3,868 | -$411 | -$411 | ||
| 2286.099 SH - DODGE & COX INTERNATL STOCK CL I, DODFX | 2023-02-13 | $106,465 | $94,603 | $11,862 | $11,862 | ||
| 450.264 SH - DODGE & COX STOCK CL I, DODGX | 2023-02-13 | $104,310 | $104,527 | -$217 | -$217 | ||
| 351.679 SH - FULLER & THALER BEHVMID CAP VALUE INSTL, FTVSX | 2023-08-03 | $10,575 | $10,536 | $39 | $39 | 2023-02-13 | |
| 511.596 SH - GQG PARTNERS EMERG MARKETS EQ INSTL, GQGIX | 2023-08-03 | $7,500 | $6,692 | $808 | $808 | 2023-02-13 | |
| 38.291 SH - INVESCO DEVELOPING MARKETS Y, ODVYX | 2023-02-13 | $1,473 | $1,362 | $111 | $111 | 2022-12-14 | |
| 30.000 SH - ISHARES TR MSCI USA QLT FCT, QUAL | 2023-08-03 | $4,072 | $3,996 | $76 | $76 | 2023-06-27 | |
| 1949.571 SH - JPMORGAN LARGE CAP GROWTH CLASS I, SEEGX | 2023-11-10 | $108,675 | $93,794 | $14,881 | $14,881 | 2023-02-13 | |
| 1680.588 SH - MORGAN STANLEY ADVANTAGE CL I, MPAIX | 2023-02-13 | $23,881 | $44,239 | -$20,358 | -$20,358 | 2022-12-12 | |
| 361.878 SH - POLEN GROWTH FUND INST'L SHARES, POLIX | 2023-08-03 | $14,030 | $12,402 | $1,628 | $1,628 | 2023-02-13 | |
| 1105.108 SH - SCHWAB FUNDAMENTAL INT'L LARGE CO INDEXT, SPNNX | 2023-08-03 | $11,210 | $10,901 | $309 | $309 | 2023-02-13 | |
| 3113.778 SH - SCHWAB FUNDAMENTAL US LARGE CO INDEX, SFLNX | 2023-11-10 | $70,020 | $69,691 | $329 | $329 | 2023-02-13 | |
| 306.540 SH - T ROWE PRICE MID CAP VALUE, TRMCX | 2023-02-13 | $9,662 | $10,670 | -$1,008 | -$1,008 | 2022-12-13 | |
| 614.781 SH - VANGUARD EQUITY INCOME ADMIRAL FD, VEIRX | 2023-08-03 | $52,160 | $53,529 | -$1,325 | -$1,325 | 2023-02-13 | |
| 438.570 SH - VANGUARD INTERMDIATETERM TREASRY ADMIRA, VFIUX | 2023-02-13 | $4,389 | $5,025 | -$636 | -$636 | ||
| 1632.000 SH - VANGUARD WHITEHALL FDS INTL HIGH ETF, VYMI | 2023-06-27 | $102,391 | $104,024 | -$1,633 | -$1,633 | 2023-02-13 | |
| 39080.063 SH - AMERICAN CENTURY EQUITY INCOME CL I, ACIIX | 2023-02-13 | $352,465 | $356,318 | -$3,853 | -$3,853 | ||
| 1099.090 SH - AMERICAN NEW WORLD FUND CL F2, NFFFX | 2023-02-13 | $77,980 | $73,324 | $4,656 | $4,656 | ||
| 15200.891 SH - BAIRD SHORT TERM BD FD INSTL, BSBIX | 2023-07-05 | $140,170 | $146,328 | -$6,027 | -$6,027 | ||
| 1241.047 SH - BLACKROCK TECHNOLOGYOPPORTUNITIES INSTL, BGSIX | 2023-02-13 | $53,923 | $64,980 | -$11,057 | -$11,057 | ||
| 3447.862 SH - CLEARBRIDGE LARGE CAP GROWTH I, SBLYX | 2023-02-13 | $181,806 | $194,175 | -$12,369 | -$12,369 | ||
| 9872.449 SH- DODGE & COX INCOME CL I, DODIX | 2023-02-13 | $123,465 | $138,119 | -$14,654 | -$14,654 | ||
| 1910.002 SH - DODGE & COX INTERNATL STOCK CL I, DODFX | 2023-02-13 | $88,950 | $79,040 | $9,910 | $9,910 | ||
| 1149.811 SH - DODGE & COX STOCK CL I, DODGX | 2023-02-13 | $266,371 | $266,924 | -$553 | -$553 | ||
| 4185.336 SH - INVESCO DEVELOPING MARKETS Y, ODVYX | 2023-02-13 | $161,054 | $148,902 | $12,152 | $12,152 | ||
| 666.000 SH - ISHARES CORE S&P SMALL-CAP E, IJR | 2023-06-27 | $67,683 | $73,685 | -$6,002 | -$6,002 | 2021-05-25 | |
| 508.000 SH - ISHARES CORE S&P 500ETF, IVV | 2023-02-13 | $210,340 | $157,454 | $52,886 | $52,886 | 2019-11-08 | |
| 3758.000 SH - ISHARES TR CORE MSCIINTL, IDEV | 2023-02-13 | $228,090 | $211,961 | $16,129 | $16,129 | ||
| 1206.000 SH - ISHARES TR MSCI EAFEMIN VL, EFAV | 2023-02-13 | $79,884 | $85,274 | -$5,390 | -$5,390 | 2020-03-05 | |
| 98.000 SH - ISHARES TR MSCI INTLQUALTY, IQLT | 2023-08-03 | $3,447 | $2,918 | $529 | $529 | 2020-03-05 | |
| 2552.200 SH - JACKSON SQUARE SMID CAP GROWTH INSTL, JSMTX | 2023-06-27 | $44,751 | $86,400 | -$41,649 | -$41,649 | ||
| 926.485 SH - JPMORGAN HEDGED EQUITY CLASS I, JHEQX | 2023-08-03 | $25,730 | $21,401 | $4,329 | $4,329 | 2020-03-05 | |
| 6433.363 SH - MORGAN STANLEY ADVANTAGE CL I, MPAIX | 2023-02-13 | $91,418 | $169,347 | -$77,929 | -$77,929 | ||
| 4920.185 SH - PIMCO INCOME FUND INSTITUTIONAL FUND, PIMIX | 2023-08-03 | $51,260 | $57,683 | -$5,809 | -$5,809 | ||
| 2254.444 SH - T ROWE PRICE MID CAP VALUE, TRMCX | 2023-02-13 | $71,060 | $78,470 | -$7,410 | -$7,410 | ||
| 22927.538 SH - VANGUARD INTERMDIATETERM TREASRY ADMIRAL, VFIUX | 2023-02-13 | $229,465 | $262,705 | -$33,240 | -$33,240 | ||
| 1490.307 SH - VERSUS CAPITAL MULTIMNGE REAL EST INC I, VCMIX | 2023-10-27 | $40,464 | $41,595 | -$1,125 | -$1,125 | 2021-05-25 | |
| 729.130 SH - WCM FOCUSED INTL GROWTH FUND INSTL, WCMIX | 2023-08-03 | $16,025 | $14,397 | $1,628 | $1,628 | 2020-03-05 | |
| CAPITAL GAINS DIVIDENDS | $7,421 | $7,421 | $7,421 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$114,197 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,230 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,815 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,815 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,815 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $86 | EsPenaltyAmt |
| Tax Due | $1,901 | TaxDueAmt |
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 | Yes (1) | 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 | ELAINE ADLER | IndividualWithBooksNm |
| Phone | 2018436464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2667 MARSEILLES DRIVE | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ELAINE ADLER | ||||||||
| 2667 MARSEILLES DRIVE | PALM BEACH GARDENS | FL | 33410 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARIE ADLER KRAVECAS | ||||||||
| 2902 RHONE DRIVE | PALM BEACH GARDENS | FL | 33410 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| WILLIAM ADLER | ||||||||
| 73 S CENTRAL AVENUE | RAMSEY | NJ | 07446 | SECRETARY | 0.00 | $0 | $0 | $0 |
| GWEN MARDYKS | ||||||||
| 3407 SOUTH OCEAN BOULEVARD APT 1B | HIGHLAND BEACH | FL | 33487 | TREASURER | 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 | $5,453,854 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,660,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,660,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,913 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,575,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,796 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,796 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,815 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,815 | TotalTaxAmt |
| Distributable Before Adj | $276,981 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $276,981 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $276,981 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $387,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $387,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,981 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $66,961 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,046 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $114,007 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $387,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $276,981 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,519 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $224,526 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $224,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $66,961 | ExcessFromYear3Amt |
| Excess From Year2 | $47,046 | ExcessFromYear2Amt |
| Excess From Current Year | $110,519 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELAINE ADLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARNOLD P GOLD FOUNDATION | |||||||
| 619 PALISADE AVENUE 2ND FLOOR | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | PUBLIC CHARITY | TO HELP PHYSICIANS-IN-TRAINING WITH HIGH TECH SKILLS OF CUTTING EDGE MEDICAL SCIENCE AND TECHNOLOGY. | $25,000 |
| JCC OF NORTHERN NJ | |||||||
| 450 WEST NYACK ROAD | WEST NYACK | NY | 10994 | NONE | PUBLIC CHARITY | TO SUPPORT AN ORGANIZATION THAT MAKES LIVE PERFORMING EDUCATION ACCESSIBLE TO ITS DIVERSE COMMUNITY. | $6,500 |
| JEWISH HOME AT ROCKLEIGH | |||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | NONE | PUBLIC CHARITY | TO SUPPORT AN ORGANIZATION THAT PROVIDES AID AND SUPPORT TO JHR,JHRC, JHAL, AND THEIR SUCCESSOR ORGANIZATIONS IN THEIR CHARITABLE EFFORTS FOR SENIORS, THE ELDERLY, AND THE INFIRM IN THE COMMUNITY. | $200,000 |
| ADLER APHASIA CENTER | |||||||
| 60 W HUNTER AVE | MAYWOOD | NJ | 07607 | NONE | PUBLIC CHARITY | TO ENRICH LIVES OF PEOPLE WITH APHASIA, THEIR FAMILIES, AND COMMUNITIES. | $106,000 |
| THE BLUE SHIELD BLUE CROSS ASSOCIATION | |||||||
| 750 9TH ST | NW WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | WELFARE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $387,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,890 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$114,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,693 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,693 | 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 | $6,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR MSCI INTL QUALITY | $134,537 | $156,475 |
| BAIRD AGGREGATE BOND FUND INSTL | $843,910 | $786,025 |
| BAIRD SHORT TERM BD FD INSTL | $483,710 | $473,076 |
| JPMORGAN HEDGED EQUITY CLASS I | $159,900 | $195,197 |
| LAZARD GLOBAL LISTED INFRASTRUCTURE | $27,953 | $28,959 |
| PIMCO INCOME FUND INSTITUTIONAL FUND | $229,062 | $207,768 |
| VANGUARD INFLATION PROCTED SEC ADM CL | $158,639 | $151,216 |
| WCM FOCUSED INTL GROWTH FUND INSTL | $93,797 | $108,049 |
| VERSUS CAPITAL MULTI MNGR REAL EST INC I | $88,800 | $82,051 |
| VERSUS CAPITAL REAL ASSETS CL I | $41,444 | $45,183 |
| BERKSHIRE HATHAWAY | $243,801 | $1,085,250 |
| ISHARES CORE S&P TOTAL US STOCK | $102,612 | $117,752 |
| ISHARES TR MSCI ACWI EX US | $297,689 | $309,200 |
| ISHARES CORE HIGH DIVIDEND ETF | $86,995 | $84,244 |
| ISHARES TR MSCI USA QLT FCT | $86,840 | $95,935 |
| VANGUARD LONG TERM TREASURY ADMIRAL | $167,263 | $161,535 |
| VANGUARD GNMA ADMIRAL | $206,648 | $207,639 |
| ISHARES US ETF TRUST GSCI COMMODITY | $23,907 | $22,262 |
| GQG PARTNERS EMERG MARKETS EQ INSTL | $64,282 | $77,411 |
| BAIRD MID CAP INSTL CLASS SHS | $37,996 | $38,969 |
| FULLER & THALER BEHV MID CAP VALUE INSTL | $37,787 | $39,417 |
| DRIEHAUS EMERGING MKTS GROWTH INSTL | $105,546 | $108,367 |
| POLEN GROWTH FUND INST'L SHARES | $98,053 | $121,286 |
| JPMORGAN LARGE CAP GROWTH CLASS I | $160,668 | $200,785 |
| SCHWAB FUNDAMENTAL INT'L LARGE CO INDEX | $272,270 | $289,482 |
| SCHWAB FUNDAMENTAL US LARGE CO INDEX | $239,305 | $259,304 |
| VANGUARD EQUITY INCOME ADMIRAL FD | $129,937 | $126,073 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $250 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $959 | $0 | $0 | $0 |
| FLORIDA ANNUAL REPORT | $131 | $0 | $0 | $0 |
| ADVISORY FEES | $5,802 | $5,802 | $0 | $0 |
| BANK FEES | $30 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX | $1,554 | $1,554 | $0 | $0 |
| FOREIGN TAXES | $1,986 | $1,986 | $0 | $0 |
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