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MYRON & ELAINE ADLER PRIVATE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MYRON & ELAINE ADLER PRIVATE FOUNDATION INC (EIN 22-3516532)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-12-09
IRS object ID
202103439349100215
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-12-09T12:47:57-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 John F Kennedy ParkwayAddressLine1Txt
CitySHORT HILLSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07078ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223516532EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MYRON AND ELAINE ADLER PRIVATE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ELAINE ADLER MYRON MANUFACTURING CORPBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ELAINE ADLERInCareOfNm
Business Name ControlMYROBusinessNameControlTxt
Phone2018436464PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12667 Marseilles DriveAddressLine1Txt
CityPalm Beach GardensCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELAINE ADLERPersonNm
Person TitlePresidentPersonTitleTxt
Phone2018436464PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELAINEPersonFirstNm
Person LastADLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDiego RestrepoPreparerPersonNm
PTINP00670890PTIN
Phone9734679650PhoneNum
Preparation2021-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,232,783FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$96,985DividendsRevAndExpnssAmt
Dividends Net Invst Incm$96,985DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$111,802NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,449,070GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$111,802CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$208,787TotalRevAndExpnssAmt
Total Net Invst Incm$208,787TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$886TaxesRevAndExpnssAmt
Taxes Net Invst Incm$886TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$8,556OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$14,992TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$886TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$374,684ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$374,684ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$389,676TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$886TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$374,684TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$180,889ExcessRevenueOverExpensesAmt
Net Investment Income$207,901NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$256,042CashBOYAmt
Cash EOY$546,733CashEOYAmt
Cash EOYFMV$546,733CashEOYFMVAmt
Corporate Stock BOY$5,025,652CorporateStockBOYAmt
Corporate Stock EOY$4,346,188CorporateStockEOYAmt
Corporate Stock EOYFMV$5,686,050CorporateStockEOYFMVAmt
Total Assets BOY$5,281,694TotalAssetsBOYAmt
Total Assets EOY$4,892,921TotalAssetsEOYAmt
Total Assets EOYFMV$6,232,783TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,281,694CapitalStockBOYAmt
Capital Stock EOY$4,892,921CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,281,694TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,892,921TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,281,694TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,892,921TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,281,694TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$180,889ExcessRevenueOverExpensesAmt
Subtotal$5,100,805SubtotalAmt
Other Decreases$207,884OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,892,921TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
46.028 SH AMERICAN EUROPACIFICGROWTH FUND CL F2P2020-03-05$2,342$2,596-$254-$254
435.732 SH AMERICAN NEW WORLD FUND CL F2P2020-05-25$27,608$28,488-$880-$8802020-03-05
2,400.097 SH AQR LONG SHORT EQUITY FUND CL IP2020-05-08$22,165$26,697-$4,532-$4,5322020-03-05
2,989.676 SH BAIRD SHORT TERM BD FD INSTLP2020-05-28$29,498$29,480$18$182019-11-07
1,591.561 SH BOSTON PARTNERS LONGSHORT RESEARCH INSTLP2020-05-12$20,297$25,554-$5,257-$5,257
2,266.658 SH COHEN & STEERS GL INFRASTRUCTURE CL IP2020-03-05$49,005$44,229$4,776$4,776
16.000 SH ISHARES CORE S&P MID-CAP ETFP2020-03-05$2,916$3,199-$283-$2832019-11-07
428.000 SH ISHARES CORE S&P SMALL-CAP EP2020-03-05$30,942$34,946-$4,004-$4,0042019-11-07
232.000 SH ISHARES CORE S&P 500 ETFP2020-03-05$70,345$71,908-$1,563-$1,5632019-11-08
52.000 SH ISHARES EDGE MSCI INTERNATIONAL QUALITYP2020-05-28$1,508$1,549-$41-$412020-03-05
680.000 SH ISHARES TR MBS ETFP2020-05-28$75,489$74,758$731$7312020-03-05
926.000 SH ISHARES TR US TREAS BD ETFP2020-05-28$25,830$25,817$13$132020-03-06
64.542 SH JP MORGAN MID CAP VALUE FUND CLASS LP2020-03-05$2,278$2,070$208$208
786.924 SH JPMORGAN HEDGED EQUITY CLASS IP2020-05-28$17,092$16,430$662$6622020-03-05
151.256 SH LAZARD INTL STRATEGYEQUITY PORT INTL CLP2020-03-05$2,135$2,269-$134-$134
3,609.463 SH NEUBERGER BERMAN US EQ IDX PUTWRITE INSTP2020-03-05$38,062$39,502-$1,440-$1,440
5,396.278 SH TCW EMERGING MKTS INCOME CL IP2020-05-11$38,435$45,163-$6,728-$6,728
581.567 SH VANGUARD DEVELOPED MRKTS INDEX ADMIRAL2020-03-05$7,466$6,433$1,033$1,033
8,171.775 SH VANGUARD GNMA ADMIRALP2020-03-04$87,235$86,073$1,162$1,162
139.477 SH VANGUARD INFLATION PROCTED SEC ADM CLP2020-05-28$3,744$3,798-$54-$542020-03-06
195.292 SH VANGUARD INTMDT TERM TREASURY INDEX FDP2020-03-04$4,551$4,305$246$246
1,292.810 SH VANGUARD LONG TERM GOVT BD INDEX ADMP2020-05-28$43,114$44,183-$1,063-$1,0692020-03-06
31,301.165 SH VANGUARD SHORT TERM BOND INDEX ADMIRAL2020-03-04$338,013$324,439$13,574$13,574
327.116 SH WCM FOCUSED INTL GROWTH FUND INSTLP2020-05-28$6,028$5,973$55$552020-03-05
383.576 SH LAZARD GLOBAL LISTEDINFRASTRUCTE INSTLP2020-05-28$5,535$5,634-$88-$992019-03-07
8,022.476 SH LAZARD INTL STRATEGYEQUITY PORT INTL CL2020-03-05$113,238$120,334-$7,096-$7,096
4,540.581 SH NEUBERGER BERMAN US EQ IDX PUTWRITE INSTP2020-03-05$47,881$49,692-$1,811-$1,811
6,669.384 SH PIMCO INCOME FUND INSTITUTIONAL FUNDP2020-03-04$80,126$81,118-$971-$992
553.392 SH PIMCO INCOME FUND INSTITUTIONAL FUNDP2020-05-28$6,241$6,713-$377-$472
1,502.000 SH PRIMECAP ODYSSEY GROWTH FUNDP2020-03-05$55,189$39,976$15,213$15,2132016-03-03
17,991.691 SH VANGUARD DEVELOPED MRKTS INDEX ADMIRALP2020-03-05$230,975$199,010$31,965$31,965
5,533.802 SH VANGUARD INTMDT TERM TREASURY INDEX FDP2020-03-04$128,954$121,974$6,980$6,980
1,499.133 SH AMERICAN EUROPACIFICGROWTH FUND CL F2P2020-03-05$76,276$84,544-$8,268-$8,268
5,957.388 SH AQR LONG SHORT EQUITY FUND CL IP2020-05-08$55,018$66,266-$11,248-$11,248
21,063.433 SH BAIRD AGGREGATE BONDFUND INSTLP2020-03-04$245,349$228,961$16,388$16,3882015-02-11
12,962.253 SH BAIRD AGGREGATE BONDFUND INSTLP2020-05-28$150,711$140,947$9,764$9,764
4,202.969 SH BOSTON PARTNERS LONGSHORT RESEARCH INSTLP2020-05-12$53,601$67,483-$13,882-$13,882
944.600 SH DODGE & COX INTERNATL STOCK FUNDP2020-03-05$35,647$39,287-$3,640-$3,640
770.417 SH INVESCO OPPENHEIMER DEVELOPING MARKETS YP2020-05-28$29,467$25,972$3,495$3,495
1,710.000 SH ISHARES CORE S&P TOTAL US STOCK MARKET EP2020-05-28$117,539$70,353$47,186$47,1862016-01-20
1,224.427 SH JP MORGAN MID CAP VALUE FUND CLASS LP2020-03-05$43,221$39,278$3,943$3,943
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
CAPITAL GAIN DIVIDENDSP$28,004
FieldValueIRS element (for citing)
Capital Gain Net Income$111,802CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,890InvestmentIncomeExciseTaxAmt
Subtotal$2,890SubtotalAmt
Tax Based On Investment Income$2,890TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,621EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$9,621TotalPaymentsAndCreditsAmt
Overpayment$6,731OverpaymentAmt
Applied To ES Tax$6,731AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ELAINE ADLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2018436464PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1205 MAYWOOD AVENUEAddressLine1Txt
CityMAYWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07607ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
ELAINE ADLER
205 MAYWOOD AVEMAYWOODNJ07607PRES.40.0$0$0$0
MARIE ADLER KRAVECAS
205 MAYWOOD AVEMAYWOODNJ07607VP10.0$0$0$0
WILLIAM ADLER
205 MAYWOOD AVEMAYWOODNJ07607SEC.10.0$0$0$0
GWEN MARDYKS
3407 S OCEAN BLVDHIGHLAND BEACHFL33487TREAS.10.0$0$0$0APT 1B

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,282,578AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$438,559AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,721,137TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,721,137AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$85,817CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,635,320NetVlNoncharitableAssetsAmt
Minimum Investment Return$281,766MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$281,766MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,890TaxBasedOnInvestmentIncomeAmt
Total Tax$2,890TotalTaxAmt
Distributable Before Adj$278,876DistributableBeforeAdjAmt
Distributable Before Ded$278,876DistributableBeforeDedAmt
Distributable As Adjusted$278,876DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$374,684ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$374,684QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$374,684AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$278,876DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$4,350ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$4,350TotalExcessDistributionCyovAmt
Qualifying Distributions$374,684QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$278,876AppliedToCurrentYearAmt
Remaining Distri From Corpus$95,808RemainingDistriFromCorpusAmt
Total Corpus$100,158TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$100,158ExcessDistriCyovToNextYrAmt
Excess From Year3$4,350ExcessFromYear3Amt
Excess From Current Year$95,808ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELAINE ADLERContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Arnold P Gold Foundation
619 Palisade Avenue 2nd FloorEnglewood CliffsNJ07632nonePCHELP PHYSICIANS-IN-TRAINING WITH HIGH TECH SKILLS OF CUTTING EDGE MEDICAL SCIENCE AND TECHNOLOGY. TECHNOLOGY.$40,000
Community Resource Council
387 Main Street 1HackensackNJ076015824NonePCSocial Service and Welfare Organizations$5,000
Center for Interreligious Understanding
492-C Cedar LaneTeaneckNJ07666NONEPCTO SUPPORT AN ORGANIZATION WORKING TO CREATE CONSTRUCTIVE SYSTEMS FOR FIGHTING RELIGIOUS STEREOTYPES AND INTOLERANCE AROUND THE WORLD.$10,000PMB 127
Bergen Volunteer Medical Initiative
75 Essex StreetHackensackNJ07601NonePCTo support an organization that provides free primary and preventive medical care to low-income working people.$25,000
Franklin Lakes Fire Department
1 Bender CourtFranklin LakesNJ07417NonePCTo support a volunteer fire department.$250
Jewish Home Foundation of North Jersey
10 Link DrRockleighNJ07647NonePCTo 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 AveMaywoodNJ07607NonePCTo support an organization that enriches the lives of people with aphasia, their families, and their communities.$52,814
Bergen Performing Arts Center
30 N Van Brunt StEnglewoodNJ07631NonePCTo support an organization that makes live performing arts and arts education accessible to its diverse community.$25,000
The Bicol Clinic Foundation
951 NW 13th StBoca RatonFL33486NonePCTo support an organization that provides medical care to impoverished areas.$2,000
Holy Name Health Care Foundation
718 Teaneck RdTeaneckNJ07666NonePCTo support an organization that provides technologically advanced and personalized health care.$3,000
Baruch College
55 Lexington AvenueNew YorkNY10010nonePCTo support an organization for college funding.$100
USA Toy Library Association
1005 Whitehead Road Extension SuitEwingNJ08638nonePCTo support an organization that helps families and children in education.$5,000
Volunteer Firefighter Alliance
800 S Gay St Ste 700KnoxvilleTN37929nonePCTo support a volunteer firefighters' alliance.$20
Hadassah
40 Wall StreetNew YorkNY10005nonePCTo support an organization that inspires a passion for and commitment to the land, the people, and the future of Israel.$1,000
El Sol
766 North Waterman AvenueSan BernardinoCA92410nonePCTo support an organization to empower vulnerable communities to lead healthy lives with access to health care; safe, affordable housing; opportunities for education; and the leadership skills to eliminate disparities.$2,500
Women's Club of Maywood
73 Edgewood PlaceMaywoodNJ07607nonePCTo support an organization for women's initiative.$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$374,684TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$96,985ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$111,802ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$208,787ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$208,787TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,550Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (4 entries)

Short ExplanationShortExplanationTxt
ELAINE ADLER
DENOTES ANNUAL HOURS DEVOTED TO POSITION.
MARIE ADLER KRAVECAS
DENOTES ANNUAL HOURS DEVOTED TO POSITION.
WILLIAM ADLER
DENOTES ANNUAL HOURS DEVOTED TO POSITION.
GWEN MARDYKS
DENOTES ANNUAL HOURS DEVOTED TO POSITION.

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED STATEMENTStockNm
EOY Book Value$4,346,188EOYBookValueAmt
EOYFMV$5,686,050EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$207,884Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
FEDERAL TAXES$8,500
STATE TAXES$56

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescIRS RefundDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$886Amt
Net Investment Income$886NetInvestmentIncomeAmt

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