2025-05-14T12:13:03-05:00 2024-12-31 135565207 KPMG LLP 150 JOHN F KENNEDY PARKWAY SHORT HILLS NJ 070782754 990PF 2024-01-01 223516532 MYRON & ELAINE ADLER PRIVATE FOUNDATION C/O GWEN MARDYKS MYRO 2018436464 3407 SOUTH OCEAN BOULEVARD APT 1B HIGHLAND BEACH FL 33487 GWEN MARDYKS TREASURER & SECRETARY 2018436464 2025-05-15 1 0 DIEGO RESTREPO P00670890 9734679650 2025-05-15 2024 2025-03-06 01:10:19Z X X 9173237 X X 228484 228484 132337 915133 132337 3368662 0 3368662 3729483 360821 3368662 0 0 0 0 12393 0 0 0 3502 0 0 0 5515 5515 0 0 44642 43731 0 0 66052 49246 0 0 698500 698500 764552 49246 0 698500 2964931 311575 3368662 181373 225724 225724 4623351 7538780 8947513 4804724 7764504 9173237 0 0 X 4804724 7764504 0 0 0 0 4804724 7764504 4804724 7764504 4804724 2964931 0 7769655 5151 7764504 243.541 SH-BAIRD MID CAP INSTL CLASS SHS, BMDIX 2023-06-27 2024-06-04 5750 6039 -289 -289 292 SH-ISHARES TR MSCI USA QLT FCT, QUAL 2023-06-27 2024-06-04 48412 38891 9521 9521 1796.859 SH- BAIRD AGGREGATE BONDFUND INSTL,BAGIX 2017-05-23 2024-12-02 17695 18455 -760 -760 21141.649 SH-BAIRD SHORT TERM BD FD INSTL,BSBIX 2024-07-12 199960 201731 -1771 -1771 368.696 SH-DRIEHAUS EMERGING MKTS GROWTH INSTL, DIEMX 2023-02-13 2024-06-04 13705 12926 779 779 439.005 SH-FULLERTHALER BEHV MID CAP VALUE INSTL, FTVSX 2023-02-13 2024-06-04 14035 13634 401 401 1621.993 SH-GQG PARTNERS EMERG MARKETS EQ INSTL, GQGIX 2023-02-13 2024-06-04 28320 24085 4235 4235 216 SH-ISHARES CORE HIGH DIVIDEND ETF, HDV 2023-02-13 2024-12-02 23690 22749 941 941 456 SH-ISHARES TR MSCI INTLQUALTY, IQLT 2020-03-05 2024-06-04 18237 13579 4658 4658 72 SH-ISHARES TR MSCI USA QLT FCT, QUAL 2023-06-27 2024-12-02 13382 9590 3792 3792 1226.682 SH-JPMORGAN HEDGED EQUITY CLASS I, JHEQX 2024-12-02 41560 31283 10277 10277 1613.994 SH-JPMORGAN LARGE CAP GROWTH CLASS I, SEEGX 2023-02-13 2024-12-02 120475 95728 24747 24747 252.846 SH-PIMCO INCOME FUND INSTITUTIONAL FUND, PIMIX 2024-06-04 2625 2855 -230 -230 1381.082 SH-POLEN GROWTH FUND INST'L SHARES, POLIX 2023-02-13 2024-12-02 63635 54330 9305 9305 3586.821 SH-SCHWAB FUNDAMENTAL INT'L LARGE CO INDEX, SFNNX 2023-02-13 2024-06-04 40240 36730 3510 3510 3906.418 SH-SCHWAB FUNDAMENTAL U.S. LARGE CO INDEX, SFLNX 2023-02-13 2024-06-04 109425 94029 15396 15396 709.506 SH-VANGUARD EQUITY INCOME ADMIRAL FD, VEIRX 2023-02-12 2024-12-02 65355 61865 3490 3490 989.524 SH-VERSUS CAPITAL MULTIMNGR REAL EST INC I, VCMIX 2021-05-25 2024-10-25 24205 25902 -1697 -1697 835.881 SH-WCM FOCUSED INTL GROWTH FUND INSTL, WCMIX 2020-03-05 2024-06-04 20740 18395 2345 2345 CAPITAL GAINS DIVIDENDS P 43687 43687 43687 132337 9232 4331 0 4331 0 4331 0 0 0 0 0 101 4432 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A GWEN MARDYKS 2018436464 3407 SOUTH OCEAN BOULEVARD APT 1B HILGHLAND BEACH FL 33487 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 7962995 241055 0 8204050 0 0 8204050 123061 8080989 404049 404049 4331 4331 399718 0 399718 0 399718 698500 0 698500 399718 0 0 66961 47046 110519 224526 698500 0 0 0 399718 298782 0 0 523308 0 0 0 0 0 0 0 523308 66961 47046 110519 298782 X ADLER APHASIA CENTER 60 W HUNTER AVE MAYWOOD NJ 07607 NONE PUBLIC CHARITY TO ENRICH LIVES OF PEOPLE WITH APHASIA, THEIR FAMILIES, AND COMMUNITIES. 603500 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. 10000 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. 10000 BERGEN VOLUNTEER MEDICAL INITIATIVE 75 ESSEX STREET SUITE 100 HACKENSACK NJ 07601 NONE PUBLIC CHARITY AVAILABLE UPON REQUEST. 5000 BOCA HELPING HANDS 1500 NW 1ST COURT BOCA RATON FL 33432 NONE PUBLIC CHARITY AVAILABLE UPON REQUEST. 5000 CAUCUS EDUCATIONAL CORP 75 MIDLAND AVE MONTCLAIR NJ 07042 NONE PUBLIC CHARITY AVAILABLE UPON REQUEST. 25000 CENTER FOR RELIGIOUS UNDERSTANDING 492-C CEDAR LANE PMB 127 TEANECK NJ 07666 NONE NC AVAILABLE UPON REQUEST. 25000 MIND MUSIC MOVEMENT FOUNDATION PO BOX 7128 JUPITER FL 33468 NONE PUBLIC CHARITY AVAILABLE UPON REQUEST. 5000 SWEET DREAM MAKERS 55 NE 5TH AVE SUITE 400 BOCA RATON FL 33432 NONE PUBLIC CHARITY AVAILABLE UPON REQUEST. 10000 698500 0 14 228484 18 132337 NATIONAL FINANCIAL SERVICES #0001 3368662 3368662 360821 0 3729483 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3502 0 0 0 GQG PARTNERS EMERG MARKETS EQ INSTL 92772 103139 BAIRD MID CAP INSTL CLASS SHS 65067 61783 FULLER & THALER BEHV MID CAP VALUE INSTL 59397 64857 DRIEHAUS EMERGING MKTS GROWTH INSTL 158948 167949 POLEN GROWTH FUND INST'L SHARES 156395 184372 WCM FOCUSED INTL GROWTH FUND INSTL 169469 166404 JPMORGAN HEDGED EQUITY CLASS I 245098 318085 JPMORGAN LARGE CAP GROWTH CLASS I 322525 431893 LAZARD GLOBAL LISTED INFRASTRUCTURE 29234 30902 SCHWAB FUNDAMENTAL INT'L LARGE CO INDEX 418744 423597 SCHWAB FUNDAMENTAL US LARGE CO INDEX 444346 512614 VANGUARD EQUITY INCOME ADMIRAL FD 193299 195396 VERSUS CAPITAL MULTI MNGR REAL EST INC I 116964 109908 VERSUS CAPITAL REAL ASSETS CL I 81691 87424 BAIRD SHORT TERM BD FD INSTL 556736 551986 BAIRD AGGREGATE BOND FUND INSTL 1315836 1236149 PIMCO INCOME FUND INSTITUTIONAL FUND 360656 336376 VANGUARD INFLATION PROCTED SEC ADM CL 260889 247878 VANGUARD LONG TERM TREASURY ADMIRAL 349220 316230 VANGUARD GNMA ADMIRAL 338831 333524 ISHARES CORE S&P TOTAL US STOCK 517531 614161 ISHARES TR MSCI ACWI EX US 477427 492338 ISHARES CORE HIGH DIVIDEND ETF 134313 142121 ISHARES TR MSCI USA QLT FCT 122429 142820 ISHARES TR MSCI INTL QUALITY 212516 222980 ISHARES US ETF TRUST GSCI COMMODITY 94646 90787 BERKSHIRE HATHAWAY 243801 1361840 LEGAL FEES 12393 0 0 0 BASIS ADJUSTMENT 5151 INSURANCE 911 0 0 0 ADVISORY FEES 43731 43731 0 0 NATIONAL FINANCIAL SERVICES #0001 3368662 3368662 FEDERAL TAX 1901 1901 0 0 FOREIGN TAXES 3614 3614 0 0