MYRON & ELAINE ADLER PRIVATE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MYRON & ELAINE ADLER PRIVATE FOUNDATION INC (EIN 22-3516532)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-28
- IRS object ID
- 201913019349100726
- Schema version
- 2018v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-28T19:14:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly Stock | PreparerPersonNm |
| PTIN | P01500548 | PTIN |
| Phone | 9734679650 | PhoneNum |
| Preparation | 2019-10-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22391220193015000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-10-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 75CC7C00012C48293505A5DBC824D5253D251B99 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D6C4C995B5D77CD27E5FAD89E13F03302AC80D4A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,073,172 | 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 | $19,400 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $120,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $811,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,998 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $229,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,430 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,000 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,966 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,966 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,551 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,966 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,302 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,302 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,966 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $208,464 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,334 | CashBOYAmt |
| Cash EOY | $129,912 | CashEOYAmt |
| Cash EOYFMV | $129,912 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,511,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,570,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,943,260 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,644,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,699,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,073,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,644,057 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,699,976 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,644,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,699,976 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,644,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,699,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,644,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,011 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,700,068 | SubtotalAmt |
| Other Decreases | $92 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,699,976 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 4,048.51 SH DRIEHAUS ACTIVE INCOME FUND | P | 2018-12-19 | $38,137 | $41,389 | -$3,252 | -$3,252 | |
| 2,035.44 AQR MANAGED FUTURES FUND | P | 2018-05-07 | $17,994 | $21,901 | -$3,907 | -$3,907 | 2016-01-20 |
| 7,195.698 SH BOSTON PARTNERS GLOBL | P | 2018-05-07 | $82,998 | $75,132 | $7,866 | $7,866 | |
| 7,526.798 SH DODGE & COX INCOME | P | 2018-12-20 | $99,464 | $103,857 | -$4,302 | -$4,393 | |
| 591.427 SH DODGE & COX INTERNATL STOCK FUND | P | 2018-05-07 | $27,142 | $24,508 | $2,634 | $2,634 | 2006-04-27 |
| 21,439.69 SH DRIEHAUS ACTIVE INCOME FUND | P | 2018-12-19 | $201,962 | $219,182 | -$17,220 | -$17,220 | |
| 1,960 SH ISHARES CORE S&P TOTAL US STOCK MARKET E | P | 2018-03-12 | $125,143 | $80,638 | $44,505 | $44,505 | 2016-01-20 |
| 4,785.752 LAZARD FUNDAMENTAL LNG SHRT PORT INSTL | P | 2018-05-07 | $53,608 | $55,132 | -$1,524 | -$1,524 | 2016-01-19 |
| 2,542.795 SH LAZARD INTL STRATEGYEQUITY PORT INTL CL | P | 2018-05-07 | $41,077 | $38,683 | $2,394 | $2,394 | 2014-07-08 |
| 305.122 SH OPPENHEIMER FUND ALTERNATIVES CL Y | P | 2018-05-07 | $8,241 | $8,241 | 2016-01-20 | ||
| 4,866.851 SH VANGUARD DEVELOPED MRKTS INDEX ADMIRAL | P | 2018-05-07 | $70,286 | $53,203 | $17,083 | $17,083 | 2016-01-19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,998 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $303,365 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,183,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058522 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,630 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,931,468 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $243,320 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,963,962 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049017 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $170,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,088,655 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033486 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $309,892 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,519,739 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068564 | DistributionYr5Rt |
| Total Distribution | 0.225939 | TotalDistributionRt |
| Average Distribution | 0.045188 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,294,015 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $239,226 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,085 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $241,311 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $154,302 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,169 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,169 | SubtotalAmt |
| Tax Based On Investment Income | $4,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,447 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,447 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,278 | OverpaymentAmt |
| Applied To ES Tax | $5,278 | 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 |
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 | $5,226,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,374,635 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,374,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,620 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,294,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,169 | TotalTaxAmt |
| Distributable Before Adj | $260,532 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $260,532 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $260,532 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,302 | 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 | $154,302 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $154,302 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $260,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $87,339 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,537 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $53,094 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $142,970 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $154,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $106,230 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $106,230 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,740 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $36,740 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $36,740 | ExcessFromYear1Amt |
| 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 (14 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. | $46,400 | |
| Community Resource Council | ||||||||
| 387 Main Street 1 | Hackensack | NJ | 076015824 | None | PC | Social Service and Welfare Organizations | $6,200 | |
| CENTER FOR INTER-RELIGIOUS 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 |
| NATIONAL LAW ENFORCEMENT | ||||||||
| 901 E STREET NW SUITE 100 | WASHINGTON | DC | 20004 | NONE | PC | TO SUPPORT A PROGAM THAT IS DEDICATED TO HONORING AND REMEMBERING THE SERVICE AND SACRIFICE OF LAW ENFORCEMENT OFFICERS IN THE UNITED STATES | $102 | |
| Armory Art Center | ||||||||
| 811 Park Pl | West Palm Beach | FL | 33401 | NONE | PC | To support an organization that inspires the creation and experience of art | $26,000 | |
| Sweet Dream Makers | ||||||||
| 55 NE 5th Ave | Boca Raton | FL | 33432 | none | PC | to support an organization whose mission is to promote the health and wellness of children and families by providing beds, bedding and essential furniture. | $1,000 | |
| Bergen Volunteer Center Care | ||||||||
| 64 Passaic Street | Hackensack | NJ | 07601 | None | PC | To support an organization that encourages individuals to be civically active in the community. | $7,500 | |
| 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. | $25,000 | |
| Carl Inserra Leukemia Fund | ||||||||
| 20 Ridge Road | Mahwah | NJ | 07430 | None | PC | To support an organization that contributes to research, education, and equipment in various medical facilities and to ease the financial burden of patients and their families. | $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. | $25,000 | |
| Franklin Lakes Fire Department | ||||||||
| 1 Bender Court | Franklin Lakes | NJ | 07417 | None | PC | To support a volunteer fire department. | $100 | |
| Project Literacy | ||||||||
| 355 Main Street | Hackensack | NJ | 07601 | None | PC | To support an organization that is dedicated to providing, supporting, and promoting the expansion of adult literacy. | $1,000 | |
| Stand & Deliver | ||||||||
| 75 Midland Avenue | Montclair | NJ | 07042 | None | PC | To support an organization that provides leadership and communication tools. | $4,000 | |
| The Fortune Society | ||||||||
| 2976 Northern Boulevard | Long Island City | NY | 11101 | None | PC | To support an organization that supports successful reentry from incarceration. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,302 | 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 | $120,432 | 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 | $89,998 | 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 | $210,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,430 | 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 | $19,400 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $4,570,064 | EOYBookValueAmt |
| EOYFMV | $4,943,260 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $92 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| FEDERAL TAXES | $12,500 |
| NEW JERSEY TAXES | $51 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,966 | Amt |
| Net Investment Income | $1,966 | NetInvestmentIncomeAmt |
Comments