ADLER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ADLER FAMILY FOUNDATION INC (EIN 52-2070476)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-21
- IRS object ID
- 202431429349100028
- 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 Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-21T13:49:38-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITER STEPHENS HURST GARY & SHREAVES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | 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 | 522070476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADLER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADLE | BusinessNameControlTxt |
| Phone | 3016544271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7530 HAMPDEN LANE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC S ADLER | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 3016544271 | PhoneNum |
| Signature | 2024-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | ADLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | CHARLOTTE ANN RAMAGE | PreparerPersonNm |
| PTIN | P00368907 | PTIN |
| Phone | 8047470000 | PhoneNum |
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 | $3,697,423 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $139 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $139 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,804 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,592 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,153 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,943 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,145 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,735 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,735 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,720 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,600 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,880 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $223,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $223,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,880 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$140,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,063 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,353 | CashBOYAmt |
| Cash EOY | $18,646 | CashEOYAmt |
| Cash EOYFMV | $18,646 | CashEOYFMVAmt |
| Other Investments BOY | $3,927,481 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,783,480 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,678,777 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $291 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,943,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,802,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,697,423 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,534,732 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,534,732 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,408,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,267,394 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,943,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,802,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,943,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,802,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,943,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$140,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,802,126 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,802,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| TIFF MULTI-ASSET FUND - 15,255.53 SHS | P | 2023-10-05 | $200,000 | $222,869 | -$22,869 | -$22,869 |
| DOUBLELINE LOW DURATION - 2642.706 SHS | P | 2023-08-21 | $24,990 | $26,422 | -$1,432 | -$1,432 |
| DOUBLELINE LOW DURATION - 1847.3960 SHS | P | 2023-12-29 | $17,725 | $18,454 | -$729 | -$729 |
| CAPITAL GAINS DIVIDENDS | P | $1,438 | $1,438 | $1,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,592 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,502 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,502 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,576 | 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 | $4,576 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,074 | OverpaymentAmt |
| Applied To ES Tax | $3,074 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MD | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 3016544271 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7530 HAMDEN LANE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES B ADLER | ||||||||
| C/O ERIC S ADLER 7530 HAMPDEN LANE | BETHESDA | MD | 20815 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| ERIC S ADLER | ||||||||
| 7530 HAMPDEN LANE | BETHESDA | MD | 20815 | PRESIDENT/SECRETARY | 0.01 | $0 | $0 | $0 |
| LAURA ADLER MCGREW | ||||||||
| C/O ERIC S ADLER 7530 HAMPDEN LANE | BETHESDA | MD | 20815 | VICE PRESIDENT/TREASURER | 0.01 | $0 | $0 | $0 |
| LINDLEY MCGREW | ||||||||
| C/O ERIC S ADLER 7530 HAMPDEN LANE | BETHESDA | MD | 20815 | BOARD OF DIRECTOR'S MEMBER | 0.01 | $0 | $0 | $0 |
| SUZANNE ADLER | ||||||||
| 7530 HAMPDEN LANE | BETHESDA | MD | 20815 | BOARD OF DIRECTOR'S MEMBER | 0.01 | $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 | $3,606,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,651,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,651,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,596,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,850 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,502 | TotalTaxAmt |
| Distributable Before Adj | $178,348 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,348 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,348 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $223,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,348 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $229,433 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $220,194 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $103,536 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $553,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $223,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178,348 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,902 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $598,065 | 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 | $229,433 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $368,632 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $220,194 | ExcessFromYear4Amt |
| Excess From Year1 | $103,536 | ExcessFromYear1Amt |
| Excess From Current Year | $44,902 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES B ADLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A WIDER CIRCLE | ||||||
| 9159 BROOKVILLE RD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | GENERAL FUND | $100 |
| AMERICAN FRIENDS OF SERVICE COMMITTEE | ||||||
| 1822 R ST NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL FUND | $200 |
| ANTI DEFAMATION LEAGUE | ||||||
| 1100 CONNECTICUT AVE NW | WASHINGTON | DC | 20086 | PUBLIC CHARITY | GENERAL FUND | $250 |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | ||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21201 | PUBLIC CHARITY | GENERAL FUND | $200 |
| BETHESDA FRIENDS MEETING | ||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL FUND | $100 |
| DARTMOUTH HITCHCOCK HEALTH | ||||||
| ONE MEDICAL CENTER DRIVE HB 7070 | LEBANON | NH | 037560001 | PUBLIC CHARITY | GENERAL FUND | $250 |
| DC SCORES | ||||||
| 11400 CONNECTICUT AVE NW 1200 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL FUND | $200 |
| DC VOLUNTEER LAWYERS PROJECT | ||||||
| 5335 WISCONSIN AVE NW | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL FUND | $250 |
| DORSET THEATRE FESTIVAL | ||||||
| 104 CHENEY RD | DORSET | VT | 05251 | PUBLIC CHARITY | GENERAL FUND | $250 |
| EDLAVITCH DC JCC | ||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL FUND | $41,000 |
| EDUCARE WASHINGTON DC | ||||||
| 640 ANACOSTIA AVE NE | WASHINGTON | DC | 20019 | PUBLIC CHARITY | GENERAL FUND | $100 |
| GEORGETOWN UNIVERSITY | ||||||
| BOX 0734 | WASHINGTON | DC | 200730734 | PUBLIC CHARITY | GENERAL FUND | $250 |
| GREATER LEWES FOUNDATION | ||||||
| PO BOX 110 | LEWES | DE | 19958 | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| GREEN WAVE | ||||||
| 315 FRONT ST | NEW HAVEN | CT | 06513 | PUBLIC CHARITY | GENERAL FUND | $200 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | PUBLIC CHARITY | GENERAL FUND | $250 |
| HUMANE RESCUE ALLIANCE | ||||||
| 71 OGLETHORPE ST NW | WASHINGTON | DC | 20011 | PUBLIC CHARITY | GENERAL FUND | $200 |
| INSTITUTE FOR CITIZENS & SCHOLARS | ||||||
| 104 CARNEGIE CENTER STE 300 | PRINCETON | NJ | 08540 | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| KIVA | ||||||
| 875 HOWARD ST | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | GENERAL FUND | $250 |
| LAFAYETTE COLLEGE | ||||||
| DEVELOPMENT OFFICE BOX 3000 | EASTON | PA | 18042 | PUBLIC CHARITY | GENERAL FUND | $1,850 |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS | ||||||
| 1401 NEW YORK AVE NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL FUND | $200 |
| ROUND HOUSE THEATER | ||||||
| 4545 EAST- WEST HWY | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| SEEDS OF PEACE | ||||||
| 370 LEXINGTON AVE | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL FUND | $250 |
| SHAKESPEARE THEATRE COMPANY | ||||||
| 516 5TH STREET SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SIDWELL FRIENDS SCHOOL | ||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| ST PAUL'S SCHOOL FOR GIRLS | ||||||
| PO BOX 8000 | BROOKLAND | MD | 21022 | PUBLIC CHARITY | GENERAL FUND | $250 |
| STUDIO THEATER | ||||||
| 1501 14TH ST NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL FUND | $40,000 |
| SVHC FOUNDATION | ||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | PUBLIC CHARITY | GENERAL FUND | $250 |
| SWARTHMORE COLLEGE | ||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | PUBLIC CHARITY | GENERAL FUND | $1,250 |
| TEMPLE SINAI | ||||||
| 3100 MILITARY RD NW | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| THE ANCHOR FUND | ||||||
| 4200 WISCONSIN AVE NW 100 | WASHINGTON | DC | 20016 | PUBLIC CHARITY | GENERAL FUND | $700 |
| THE SEED FOUNDATION | ||||||
| 1776 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL FUND | $16,500 |
| THE TRUSTEES OF DARTMOUTH COLLEGE | ||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NY | 037554400 | PUBLIC CHARITY | GENERAL FUND | $250 |
| THE TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 191046205 | PUBLIC CHARITY | GENERAL FUND | $500 |
| THE VERMONT COMMUNITY FOUNDATION | ||||||
| 3 COURT ST | MIDDLEBURY | VT | 05753 | PUBLIC CHARITY | GENERAL FUND | $250 |
| WESTON PLAYHOUSE THEATRE | ||||||
| 1400 K STREET NW SUITE 500 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL FUND | $200 |
| BCCRS | ||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL FUND | $250 |
| COSTAL CONCERTS | ||||||
| PO BOX 685 | LEWES | DE | 19958 | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| THE LEWES HISTORICAL SOCIETY | ||||||
| 110 SHIPCARPENTER ST | LEWES | DE | 19958 | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $223,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,804 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$23,592 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $104,351 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,351 | 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 EXPENSE | CategoryTxt |
| Amt | $2,145 | Amt |
| Net Investment Income | $2,145 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHWAB MUTUAL FUNDS | AT COST | $486,946 | $469,254 |
| TIFF MULTI-ASSET FUND | AT COST | $3,296,534 | $3,209,523 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $291 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE EXPENSE | CategoryTxt |
| Amt | $17,735 | Amt |
| Net Investment Income | $17,735 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U.S. TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $5,720 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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