MYRON & ELAINE ADLER PRIVATE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MYRON & ELAINE ADLER PRIVATE FOUNDATION INC (EIN 22-3516532)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349102612
- Schema version
- 2024v5.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T12:13:03-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | C/O GWEN MARDYKS | 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 | 3407 SOUTH OCEAN BOULEVARD APT 1B | AddressLine1Txt |
| City | HIGHLAND BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GWEN MARDYKS | PersonNm |
| Person Title | TREASURER & SECRETARY | PersonTitleTxt |
| Phone | 2018436464 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,173,237 | 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 | $228,484 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $228,484 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,337 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $915,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,337 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,368,662 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,368,662 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,729,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $360,821 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,368,662 | 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 |
| Legal Fees Rev And Expnss | $12,393 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,502 | 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 | $5,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,515 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,642 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,731 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $698,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $698,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $764,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $698,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,964,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,368,662 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $181,373 | CashBOYAmt |
| Cash EOY | $225,724 | CashEOYAmt |
| Cash EOYFMV | $225,724 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,623,351 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,538,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,947,513 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,804,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,764,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,173,237 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,804,724 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,764,504 | 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 | $4,804,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,764,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,804,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,764,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,804,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,964,931 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,769,655 | SubtotalAmt |
| Other Decreases | $5,151 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,764,504 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 243.541 SH-BAIRD MID CAP INSTL CLASS SHS, BMDIX | 2023-06-27 | 2024-06-04 | $5,750 | $6,039 | -$289 | -$289 | |
| 292 SH-ISHARES TR MSCI USA QLT FCT, QUAL | 2023-06-27 | 2024-06-04 | $48,412 | $38,891 | $9,521 | $9,521 | |
| 1796.859 SH- BAIRD AGGREGATE BONDFUND INSTL,BAGIX | 2017-05-23 | 2024-12-02 | $17,695 | $18,455 | -$760 | -$760 | |
| 21141.649 SH-BAIRD SHORT TERM BD FD INSTL,BSBIX | 2024-07-12 | $199,960 | $201,731 | -$1,771 | -$1,771 | ||
| 368.696 SH-DRIEHAUS EMERGING MKTS GROWTH INSTL, DIEMX | 2023-02-13 | 2024-06-04 | $13,705 | $12,926 | $779 | $779 | |
| 439.005 SH-FULLERTHALER BEHV MID CAP VALUE INSTL, FTVSX | 2023-02-13 | 2024-06-04 | $14,035 | $13,634 | $401 | $401 | |
| 1621.993 SH-GQG PARTNERS EMERG MARKETS EQ INSTL, GQGIX | 2023-02-13 | 2024-06-04 | $28,320 | $24,085 | $4,235 | $4,235 | |
| 216 SH-ISHARES CORE HIGH DIVIDEND ETF, HDV | 2023-02-13 | 2024-12-02 | $23,690 | $22,749 | $941 | $941 | |
| 456 SH-ISHARES TR MSCI INTLQUALTY, IQLT | 2020-03-05 | 2024-06-04 | $18,237 | $13,579 | $4,658 | $4,658 | |
| 72 SH-ISHARES TR MSCI USA QLT FCT, QUAL | 2023-06-27 | 2024-12-02 | $13,382 | $9,590 | $3,792 | $3,792 | |
| 1226.682 SH-JPMORGAN HEDGED EQUITY CLASS I, JHEQX | 2024-12-02 | $41,560 | $31,283 | $10,277 | $10,277 | ||
| 1613.994 SH-JPMORGAN LARGE CAP GROWTH CLASS I, SEEGX | 2023-02-13 | 2024-12-02 | $120,475 | $95,728 | $24,747 | $24,747 | |
| 252.846 SH-PIMCO INCOME FUND INSTITUTIONAL FUND, PIMIX | 2024-06-04 | $2,625 | $2,855 | -$230 | -$230 | ||
| 1381.082 SH-POLEN GROWTH FUND INST'L SHARES, POLIX | 2023-02-13 | 2024-12-02 | $63,635 | $54,330 | $9,305 | $9,305 | |
| 3586.821 SH-SCHWAB FUNDAMENTAL INT'L LARGE CO INDEX, SFNNX | 2023-02-13 | 2024-06-04 | $40,240 | $36,730 | $3,510 | $3,510 | |
| 3906.418 SH-SCHWAB FUNDAMENTAL U.S. LARGE CO INDEX, SFLNX | 2023-02-13 | 2024-06-04 | $109,425 | $94,029 | $15,396 | $15,396 | |
| 709.506 SH-VANGUARD EQUITY INCOME ADMIRAL FD, VEIRX | 2023-02-12 | 2024-12-02 | $65,355 | $61,865 | $3,490 | $3,490 | |
| 989.524 SH-VERSUS CAPITAL MULTIMNGR REAL EST INC I, VCMIX | 2021-05-25 | 2024-10-25 | $24,205 | $25,902 | -$1,697 | -$1,697 | |
| 835.881 SH-WCM FOCUSED INTL GROWTH FUND INSTL, WCMIX | 2020-03-05 | 2024-06-04 | $20,740 | $18,395 | $2,345 | $2,345 | |
| CAPITAL GAINS DIVIDENDS | $43,687 | $43,687 | $43,687 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,337 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,232 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,331 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,331 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,331 | 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 | $101 | EsPenaltyAmt |
| Tax Due | $4,432 | 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 | GWEN MARDYKS | IndividualWithBooksNm |
| Phone | 2018436464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3407 SOUTH OCEAN BOULEVARD APT 1B | AddressLine1Txt |
| City | HILGHLAND BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARIE ADLER-KRAVECAS | ||||||||
| 2902 RHONE DRIVE | PALM BEACH GARDENS | FL | 33410 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| WILLIAM ADLER | ||||||||
| 73 S CENTRAL AVENUE | RAMSEY | NJ | 07446 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| GWEN MARDYKS | ||||||||
| 3407 SOUTH OCEAN BOULEVARD APT 1B | HIGHLAND BEACH | FL | 33487 | TREASURER & SECRETARY | 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 | $7,962,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,204,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,204,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,080,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $404,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $404,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,331 | TotalTaxAmt |
| Distributable Before Adj | $399,718 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $399,718 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $399,718 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $698,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $698,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $399,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $66,961 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,046 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $110,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $224,526 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $698,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $399,718 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $298,782 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $523,308 | 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 | $523,308 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,961 | ExcessFromYear4Amt |
| Excess From Year3 | $47,046 | ExcessFromYear3Amt |
| Excess From Year1 | $110,519 | ExcessFromYear1Amt |
| Excess From Current Year | $298,782 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADLER APHASIA CENTER | |||||||
| 60 W HUNTER AVE | MAYWOOD | NJ | 07607 | NONE | PUBLIC CHARITY | TO ENRICH LIVES OF PEOPLE WITH APHASIA, THEIR FAMILIES, AND COMMUNITIES. | $603,500 |
| 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. | $10,000 |
| 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. | $10,000 |
| BERGEN VOLUNTEER MEDICAL INITIATIVE | |||||||
| 75 ESSEX STREET SUITE 100 | HACKENSACK | NJ | 07601 | NONE | PUBLIC CHARITY | AVAILABLE UPON REQUEST. | $5,000 |
| BOCA HELPING HANDS | |||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | NONE | PUBLIC CHARITY | AVAILABLE UPON REQUEST. | $5,000 |
| CAUCUS EDUCATIONAL CORP | |||||||
| 75 MIDLAND AVE | MONTCLAIR | NJ | 07042 | NONE | PUBLIC CHARITY | AVAILABLE UPON REQUEST. | $25,000 |
| CENTER FOR RELIGIOUS UNDERSTANDING | |||||||
| 492-C CEDAR LANE PMB 127 | TEANECK | NJ | 07666 | NONE | NC | AVAILABLE UPON REQUEST. | $25,000 |
| MIND MUSIC MOVEMENT FOUNDATION | |||||||
| PO BOX 7128 | JUPITER | FL | 33468 | NONE | PUBLIC CHARITY | AVAILABLE UPON REQUEST. | $5,000 |
| SWEET DREAM MAKERS | |||||||
| 55 NE 5TH AVE SUITE 400 | BOCA RATON | FL | 33432 | NONE | PUBLIC CHARITY | AVAILABLE UPON REQUEST. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $698,500 | 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 | $228,484 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,337 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NATIONAL FINANCIAL SERVICES #0001 | Desc |
| Unrelated Business Taxbl Incm | $3,368,662 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,368,662 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $360,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,729,483 | 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 | $3,502 | 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 |
|---|---|---|
| GQG PARTNERS EMERG MARKETS EQ INSTL | $92,772 | $103,139 |
| BAIRD MID CAP INSTL CLASS SHS | $65,067 | $61,783 |
| FULLER & THALER BEHV MID CAP VALUE INSTL | $59,397 | $64,857 |
| DRIEHAUS EMERGING MKTS GROWTH INSTL | $158,948 | $167,949 |
| POLEN GROWTH FUND INST'L SHARES | $156,395 | $184,372 |
| WCM FOCUSED INTL GROWTH FUND INSTL | $169,469 | $166,404 |
| JPMORGAN HEDGED EQUITY CLASS I | $245,098 | $318,085 |
| JPMORGAN LARGE CAP GROWTH CLASS I | $322,525 | $431,893 |
| LAZARD GLOBAL LISTED INFRASTRUCTURE | $29,234 | $30,902 |
| SCHWAB FUNDAMENTAL INT'L LARGE CO INDEX | $418,744 | $423,597 |
| SCHWAB FUNDAMENTAL US LARGE CO INDEX | $444,346 | $512,614 |
| VANGUARD EQUITY INCOME ADMIRAL FD | $193,299 | $195,396 |
| VERSUS CAPITAL MULTI MNGR REAL EST INC I | $116,964 | $109,908 |
| VERSUS CAPITAL REAL ASSETS CL I | $81,691 | $87,424 |
| BAIRD SHORT TERM BD FD INSTL | $556,736 | $551,986 |
| BAIRD AGGREGATE BOND FUND INSTL | $1,315,836 | $1,236,149 |
| PIMCO INCOME FUND INSTITUTIONAL FUND | $360,656 | $336,376 |
| VANGUARD INFLATION PROCTED SEC ADM CL | $260,889 | $247,878 |
| VANGUARD LONG TERM TREASURY ADMIRAL | $349,220 | $316,230 |
| VANGUARD GNMA ADMIRAL | $338,831 | $333,524 |
| ISHARES CORE S&P TOTAL US STOCK | $517,531 | $614,161 |
| ISHARES TR MSCI ACWI EX US | $477,427 | $492,338 |
| ISHARES CORE HIGH DIVIDEND ETF | $134,313 | $142,121 |
| ISHARES TR MSCI USA QLT FCT | $122,429 | $142,820 |
| ISHARES TR MSCI INTL QUALITY | $212,516 | $222,980 |
| ISHARES US ETF TRUST GSCI COMMODITY | $94,646 | $90,787 |
| BERKSHIRE HATHAWAY | $243,801 | $1,361,840 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,393 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $5,151 | 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 | $911 | $0 | $0 | $0 |
| ADVISORY FEES | $43,731 | $43,731 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NATIONAL FINANCIAL SERVICES #0001 | Desc |
| Revenue And Expenses Per Books | $3,368,662 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,368,662 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX | $1,901 | $1,901 | $0 | $0 |
| FOREIGN TAXES | $3,614 | $3,614 | $0 | $0 |
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