MYRON & ELAINE ADLER PRIVATE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MYRON & ELAINE ADLER PRIVATE FOUNDATION INC (EIN 22-3516532)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202331359349103018
- Schema version
- 2022v5.0
- 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 | 2023-05-15T13:16:17-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223516532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MYRON AND ELAINE ADLER PRIVATE | 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 | 2023-05-15 | 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 | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $5,461,700 | 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 | $101,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,960 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $597,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,237 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $113,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,197 | 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 | $3,000 | 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 | $6,304 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,304 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $260,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $250,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$147,185 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,893 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $252,046 | CashBOYAmt |
| Cash EOY | $236,144 | CashEOYAmt |
| Cash EOYFMV | $236,144 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,080,606 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,947,699 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,225,556 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,332,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,183,843 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,461,700 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,332,652 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,183,843 | 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 | $5,332,652 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,183,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,332,652 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,183,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,332,652 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$147,185 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,185,467 | SubtotalAmt |
| Other Decreases | $1,624 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,183,843 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 287.391 SH - AMG YACKTMAN FUND I | 2021-12-15 | 2022-07-15 | $6,106 | $6,918 | -$812 | -$812 | |
| 200.258 SH - METROPOLITAN WEST TOTAL RETURN CLASS I | 2022-06-17 | $1,890 | $2,206 | -$316 | -$316 | ||
| 57.238 SH - OAKMARK INTL FUND INSTL | 2021-12-16 | 2022-07-15 | $1,250 | $1,491 | -$241 | -$241 | |
| 7,542.982 SH - AMG YACKTMAN FUND I | 2021-05-25 | 2022-07-15 | $160,250 | $181,585 | -$21,335 | -$21,335 | |
| 1,248.439 SH - JPMORGAN HEDGED EQUITY CLASS I | 2020-03-05 | 2022-06-17 | $30,000 | $28,807 | $1,193 | $1,193 | |
| 1,713.062 SH - JPMORGAN HEDGED EQUITY CLASS I | 2020-03-05 | 2022-10-03 | $40,000 | $39,536 | $464 | $464 | |
| 12,641.818 SH - METROPOLITAN WEST TOTAL RETURN CLASS I | 2022-06-17 | $119,299 | $139,229 | -$19,930 | -$19,930 | ||
| 3,667.084 SH - OAKMARK INTL FUND INSTL | 2022-07-15 | $80,086 | $95,510 | -$15,424 | -$15,424 | ||
| 3,770.028 SH - PIMCO INCOME FUND INSTITUTIONAL FUND | 2022-07-15 | $39,960 | $44,792 | -$4,832 | -$4,832 | ||
| 4,034.582 SH - VANGUARD INTERMDIATETERM TRESRY ADMIRAL | 2021-05-25 | 2022-07-15 | $41,960 | $46,200 | -$4,240 | -$4,240 | |
| CAPITAL GAINS DIVIDENDS | $76,710 | $76,710 | $76,710 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,237 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,369 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,486 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,486 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,486 | 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 | $68 | EsPenaltyAmt |
| Tax Due | $1,554 | 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 | $5,527,215 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,780,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,780,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,693,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,683 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,683 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,486 | TotalTaxAmt |
| Distributable Before Adj | $283,197 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $283,197 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $283,197 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $250,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $250,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $283,197 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,350 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $95,808 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,046 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,204 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $250,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $250,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,197 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,197 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $114,007 | 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 | $114,007 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $66,961 | ExcessFromYear2Amt |
| Excess From Year1 | $47,046 | ExcessFromYear1Amt |
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 (3 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 |
| BERGEN PERFORMING ARTS CENTER | |||||||
| 30 N VAN BRUNT STREET | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC CHARITY | TO SUPPORT AN ORGANIZATION THAT MAKES LIVE PERFORMING ARTS AND ARTS EDUCATION ACCESSIBLE TO ITS DIVERSE COMMUNITY. | $25,000 |
| JEWISH HOME FOUNDATION OF NEW JERSEY | |||||||
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | 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 | $101,960 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,237 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,197 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,197 | 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 | $3,000 | 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 CORE S&P 500 ETF | $157,454 | $195,179 |
| ISHARES CORE S&P SMALL-CAP E | $73,685 | $63,030 |
| ISHARES EDGE MSCI MIN VOL EAFE ETF | $85,274 | $76,684 |
| ISHARES TR MSCI INTL QUALITY | $69,624 | $75,728 |
| ISHARES TR CORE MSCI INTL | $211,961 | $210,373 |
| AMERICAN CENTURY EQUITY INCOME CL I | $388,410 | $373,600 |
| AMERICAN NEW WORLD FUND CL F2+ | $74,203 | $73,657 |
| BAIRD AGGREGATE BOND FUND | $638,437 | $563,190 |
| BAIRD SHORT TERM | $512,231 | $486,716 |
| BLACKROCK TECHNOLOGY OPPORTUNITIES INSTL | $64,980 | $46,639 |
| CLEARBRIDGE LARGE CAP GROWTH I | $208,850 | $172,664 |
| DODGE & COX INCOME | $141,987 | $123,715 |
| DODGE & COX INTERNATL STOCK FUND | $173,643 | $180,894 |
| DODGE & COX STOCK | $371,450 | $345,152 |
| JACKSON SQUARE SMID CAP GROWTH INSTL | $86,400 | $41,601 |
| JPMORGAN HEDGED EQUITY CLASS I | $179,301 | $190,848 |
| LAZARD GLOBAL LISTED INFRASTRUCTURE | $27,118 | $26,114 |
| MORGAN STANLEY ADVANTAGE | $213,586 | $98,179 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS Y | $150,265 | $147,658 |
| PIMCO INCOME FUND | $245,284 | $213,100 |
| T ROWE PRICE MID CAP VALUE | $89,139 | $72,604 |
| VANGUARD INFLATION PROCTED SEC | $35,318 | $30,192 |
| VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND | $266,627 | $231,168 |
| WCM FOCUSED INTL GROWTH FUND INSTL + | $68,252 | $71,577 |
| VERSUS CAPITAL MULTI MNGR REAL EST INC I | $128,980 | $134,143 |
| VERSUS CAPITAL REAL ASSETS CL I | $41,439 | $43,729 |
| BERKSHIRE HATHAWAY | $243,801 | $937,422 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $1,624 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $947 | $0 | $0 | $0 |
| FLORIDA ANNUAL REPORT | $131 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX | $4,426 | $4,426 | $0 | $0 |
| FOREIGN TAXES | $1,878 | $1,878 | $0 | $0 |
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