MYRON & ELAINE ADLER PRIVATE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MYRON & ELAINE ADLER PRIVATE FOUNDATION INC (EIN 22-3516532)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349104396
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:09:50-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ELAINE ADLER MYRON MANUFACTURING CORP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELAINE ADLER | InCareOfNm |
| Business Name Control | MYRO | BusinessNameControlTxt |
| Phone | 2018436464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 MAYWOOD AVENUE | AddressLine1Txt |
| City | MAYWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE ADLER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2018436464 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly Fiorentine | PreparerPersonNm |
| PTIN | P01500548 | PTIN |
| Phone | 9734679650 | PhoneNum |
| Preparation | 2020-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.207.253.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22391220203215000070 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E16B6F2C816CB0FD224FEFC2CFE5FD8DADC90CA4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D6C4C995B5D77CD27E5FAD89E13F03302AC80D4A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,049,577 | 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 | $403,527 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $126,329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,329 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $291,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,901,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $291,477 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $827,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $417,806 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,300 | 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 | $2,132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,132 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,500 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $15,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,457 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,457 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $579,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $415,674 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $129,912 | CashBOYAmt |
| Cash EOY | $256,042 | CashEOYAmt |
| Cash EOYFMV | $256,042 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,570,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,025,652 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,793,535 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,699,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,281,694 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,049,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,699,976 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,281,694 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,699,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,281,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,699,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,281,694 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,699,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $579,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,938 | OtherIncreasesAmt |
| Subtotal | $5,281,858 | SubtotalAmt |
| Other Decreases | $164 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,281,694 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 1,025.893 SH BOSTON PARTNERS ALL CAP VALUE INSTL | P | 2019-11-07 | $27,543 | $21,441 | $6,102 | $6,102 | |
| 622.254 SH COHEN & STEERS GL INFRASTRUCTURE CL I | P | 2019-11-07 | $13,030 | $12,134 | $896 | $896 | 2019-03-07 |
| 4,359.512 SH CULLEN HIGH DIVIDEND EQUITY CLASS I | P | 2019-11-07 | $75,554 | $72,025 | $3,529 | $3,529 | |
| 33,114.19 SH FIDELITY SHORT TERM TREASURY BOND INDEX | P | 2019-03-07 | $341,738 | $340,747 | $991 | $991 | |
| 291.63 SH LAZARD GLOBAL LISTED INFRASTRUCTURE INSTL | P | 2019-11-07 | $4,599 | $4,285 | $314 | $314 | 2019-03-07 |
| 34.126 SH OPPENHEIMER FUND ALTERNATIVES CL Y | P | 2019-03-07 | $920 | $922 | -$2 | -$2 | 2018-12-13 |
| 33.126 SH PRIMECAP ODYSSEY GROWTH FUND | P | 2019-11-07 | $1,358 | $828 | $530 | $530 | 2018-12-17 |
| 439.198 SH TOUCHSTONE SANDS CAPITAL GRWTH CL I | P | 2019-11-07 | $10,219 | $8,783 | $1,436 | $1,436 | 2018-12-12 |
| 2,682.927 SH AQR LARGE CAP DEFENSIVE STYLE FD I | P | 2019-03-07 | $54,960 | $40,705 | $14,255 | $14,255 | 2015-02-11 |
| 7,920.68 SH AQR LONG SHORT EQUITY FUND CL I | P | 2019-11-07 | $88,434 | $90,700 | -$2,266 | -$2,266 | |
| 1,344.711 SH AQR MANAGED FUTURES FUND CL I | P | 2019-11-07 | $11,215 | $14,469 | -$3,254 | -$3,254 | |
| 4,897.373 SH BAIRD AGGREGATE BOND FUND INSTL | P | 2019-03-07 | $52,166 | $53,195 | -$937 | -$1,029 | |
| 474.91 SH BAIRD AGGREGATE BOND FUND INSTL | P | 2019-11-07 | $5,260 | $5,160 | $100 | $100 | |
| 2,218.739 SH BOSTON PARTNERS ALL CAP VALUE INSTL | P | 2019-11-07 | $59,568 | $46,371 | $13,197 | $13,197 | |
| 2,858.738 SH BOSTON PARTNERS LONGSHORT RESEARCH INSTL | P | 2019-11-07 | $45,271 | $47,341 | -$2,070 | -$2,070 | 2018-05-07 |
| 352.882 SH INVESCO OPPENHEIMER DEVELOPING MARKETS Y | P | 2019-11-07 | $15,815 | $11,506 | $4,309 | $4,309 | 2011-05-05 |
| 3,000 SH ISHARES CORE S&P TOTAL US STOCK MARKET E | P | 2019-03-07 | $188,121 | $123,426 | $64,695 | $64,695 | 2016-01-20 |
| 4,788 SH ISHARES CORE S&P TOTAL US STOCK MARKET E | P | 2019-11-07 | $334,435 | $196,987 | $137,448 | $137,448 | 2016-01-20 |
| 560.62 SH LAZARD INTL STRATEGY EQUITY PORT INTL CL | P | 2019-11-07 | $8,459 | $8,406 | $53 | $53 | 2014-07-08 |
| 2,902.584 SH OAKMARK INTL FUND INSTL | P | 2019-11-07 | $72,960 | $74,831 | -$1,871 | -$1,871 | 2017-05-22 |
| 1,742.474 SH OPPENHEIMER FUND ALTERNATIVES CL Y | P | 2019-03-07 | $46,973 | $47,059 | -$86 | -$86 | |
| 11,631.636 SH PIMCO INCOME FUND INSTITUTIONAL FUND | P | 2019-11-07 | $139,307 | $141,482 | -$2,132 | -$2,175 | |
| 1,367.455 SH PRIMECAP ODYSSEY GROWTH FUND | P | 2019-11-07 | $56,068 | $34,184 | $21,884 | $21,884 | |
| 2,850.945 SH TOUCHSTONE SANDS CAPITAL GRWTH CL I | P | 2019-11-07 | $66,335 | $57,014 | $9,321 | $9,321 | |
| 597.394 SH VANGUARD INTMDT TERM TREASURY INDEX FD | P | 2019-03-07 | $12,798 | $13,163 | -$336 | -$365 | 2016-01-20 |
| 6,483.551 SH VANGUARD INTMDT TERM TREASURY INDEX FD | P | 2019-11-07 | $144,219 | $142,884 | $1,335 | $1,335 | 2016-01-20 |
| CAPITAL GAIN DIVIDENDS | P | $24,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $291,477 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $154,302 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,294,015 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029146 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $303,365 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,183,806 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058522 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $80,630 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,931,468 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01635 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $243,320 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,963,962 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049017 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $170,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,088,655 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033486 | DistributionYr5Rt |
| Total Distribution | 0.186521 | TotalDistributionRt |
| Average Distribution | 0.037304 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,360,075 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $199,952 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,157 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $204,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $231,457 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,157 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,157 | SubtotalAmt |
| Tax Based On Investment Income | $4,157 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,278 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,778 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,621 | OverpaymentAmt |
| Applied To ES Tax | $9,621 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELAINE ADLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2018436464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 MAYWOOD AVENUE | AddressLine1Txt |
| City | MAYWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ELAINE ADLER | |||||||||
| 205 MAYWOOD AVE | MAYWOOD | NJ | 07607 | PRES. | 40.0 | $0 | $0 | $0 | |
| MARIE ADLER KRAVECAS | |||||||||
| 205 MAYWOOD AVE | MAYWOOD | NJ | 07607 | VP | 10.0 | $0 | $0 | $0 | |
| WILLIAM ADLER | |||||||||
| 205 MAYWOOD AVE | MAYWOOD | NJ | 07607 | SEC. | 10.0 | $0 | $0 | $0 | |
| GWEN MARDYKS | |||||||||
| 3407 S OCEAN BLVD | HIGHLAND BEACH | FL | 33487 | TREAS. | 10.0 | $0 | $0 | $0 | APT 1B |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,272,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,441,701 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,441,701 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,360,075 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,004 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,004 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,157 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,157 | TotalTaxAmt |
| Distributable Before Adj | $263,847 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $263,847 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $263,847 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,457 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $231,457 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,157 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $227,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,847 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $36,740 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $36,740 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,457 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $231,457 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $32,390 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $32,390 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,350 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,350 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,350 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELAINE ADLER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Arnold P Gold Foundation | ||||||||
| 619 Palisade Avenue 2nd Floor | Englewood Cliffs | NJ | 07632 | none | PC | HELP PHYSICIANS-IN-TRAINING WITH HIGH TECH SKILLS OF CUTTING EDGE MEDICAL SCIENCE AND TECHNOLOGY. TECHNOLOGY. | $30,000 | |
| Community Resource Council | ||||||||
| 387 Main Street 1 | Hackensack | NJ | 076015824 | None | PC | Social Service and Welfare Organizations | $20,000 | |
| Center for Interreligious Understanding | ||||||||
| 492-C Cedar Lane | Teaneck | NJ | 07666 | NONE | PC | TO SUPPORT AN ORGANIZATION WORKING TO CREATE CONSTRUCTIVE SYSTEMS FOR FIGHTING RELIGIOUS STEREOTYPES AND INTOLERANCE AROUND THE WORLD. | $10,000 | PMB 127 |
| Jewish Federation of South Palm Beach County | ||||||||
| 9901 Donna Klein Blvd | Boca Raton | FL | 33428 | NONE | PC | To support an organization that raises and allocates fund as a convener and central hub of the Jewish community. | $10,000 | |
| Alzheimers Association Greater New Jersey Chapter | ||||||||
| 23 Vreeland Rd 105 | Florham Park | NJ | 07932 | NONE | PC | To support an organization that supports Alzheimer's and other dementia by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support. | $100 | |
| New Jersey State Association of Chiefs of Police | ||||||||
| 751 Route 73 North Suite 12 | Marlton | NJ | 08053 | none | PC | To support an organization that promotes and enhances the highest ethical and professional standards in law enforcement at all levels throughout New Jersey. | $25 | |
| Chautauqua Women's Club | ||||||||
| 30 S Lake Dr | Chautauqua | NY | 14722 | None | PC | To support an organization that provides opportunities to connect through innovative programming, dynamic events, and life-changing scholarships for students. | $130 | |
| Bergen Volunteer Medical Initiative | ||||||||
| 75 Essex Street | Hackensack | NJ | 07601 | None | PC | To support an organization that provides free primary and preventive medical care to low-income working people. | $39,000 | |
| Community Food Bank of NJ | ||||||||
| 31 Evans Terminal | Hillside | NJ | 07205 | None | PC | To support an organization that fights hunger and poverty in New Jersey. | $1,000 | |
| Caucus Educational Corporation | ||||||||
| 75 Midland Avenue | Montclair | NJ | 07042 | None | PC | To support an organization that produces a variety of programming to keep New Jersey citizens informed on an array of topics. | $27,000 | |
| Franklin Lakes Fire Department | ||||||||
| 1 Bender Court | Franklin Lakes | NJ | 07417 | None | PC | To support a volunteer fire department. | $100 | |
| THE NEW JERSEY STATE PBA | ||||||||
| 158 MAIN STREET | WOODBRIDGE | NJ | 07095 | None | PC | To support a local volunteer fire department. | $200 | |
| YWCA Northern New Jersey | ||||||||
| 214 State St 207 | Hackensack | NJ | 07601 | None | PC | To support an organization that is dedicated to eliminating racism, empowering women, and promoting peace, justice, freedom, and dignity for all. | $750 | |
| The Fresh Air Fund | ||||||||
| 633 3rd Ave | New York | NY | 10017 | None | PC | To support an organization that provides life-changing summer experiences for children from New York City's underserved communities. | $1,000 | |
| Jewish Home Foundation of North Jersey | ||||||||
| 10 Link Dr | Rockleigh | NJ | 07647 | None | PC | 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. | $25,000 | |
| Adler Aphasia center | ||||||||
| 60 W Hunter Ave | Maywood | NJ | 07607 | None | PC | To support an organization that enriches the lives of people with aphasia, their families, and their communities. | $28,152 | |
| Bergen Performing Arts Center | ||||||||
| 30 N Van Brunt St | Englewood | NJ | 07631 | None | PC | To support an organization that makes live performing arts and arts education accessible to its diverse community. | $25,000 | |
| Alex Sebahie Never Back Down Foundation | ||||||||
| 7 S Farview Ave | Paramus | NJ | 07652 | None | PC | To support an organization that provides scholarships to New Jersey wrestlers. | $1,000 | |
| The Bicol Clinic Foundation | ||||||||
| 951 NW 13th St | Boca Raton | FL | 33486 | None | PC | To support an organization that provides medical care to impoverished areas. | $10,000 | |
| Holy Name Health Care Foundation | ||||||||
| 718 Teaneck Rd | Teaneck | NJ | 07666 | None | PC | To support an organization that provides technologically advanced and personalized health care. | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,457 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,329 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $291,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $417,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $417,806 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ELAINE ADLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 Franklin Lake Road | AddressLine1Txt |
| City | Franklin Lakes | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $403,527 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1 SH BERKSHIRE HATHAWAY STOCK | $339,590 | 2019-12-31 |
| 1 | 1502 SH PRIMECAP ODYSSEY GROWTH FUND | $61,492 | 2019-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,300 | Amt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $5,025,652 | EOYBookValueAmt |
| EOYFMV | $5,793,535 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $164 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES | Desc |
| Revenue And Expenses Per Books | $8,500 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS Refund | Desc |
| Revenue And Expenses Per Books | $6,000 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE | Desc |
| Amt | $1,938 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,132 | Amt |
| Net Investment Income | $2,132 | NetInvestmentIncomeAmt |
Comments