MYRON & ELAINE ADLER PRIVATE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MYRON & ELAINE ADLER PRIVATE FOUNDATION INC (EIN 22-3516532)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201823189349101437
- Schema version
- 2017v2.3
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T10:23:16-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laraine R Ruggeri | PreparerPersonNm |
| PTIN | P00544631 | PTIN |
| Phone | 9734679650 | PhoneNum |
| Preparation | 2018-11-13 | 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 | 22391220183185000028 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C900CF14F07EDB5A7A184D7ED034B8784D833B41 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C900CF14F07EDB5A7A184D7ED034B8784D833B41 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $5,462,971 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $106,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $315,307 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,312,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $341,107 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $421,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $447,544 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,596 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,596 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,596 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $303,365 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $303,365 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $304,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $303,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $445,948 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $322,933 | CashBOYAmt |
| Cash EOY | $132,334 | CashEOYAmt |
| Cash EOYFMV | $132,334 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,203,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,511,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,330,637 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,525,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,644,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,462,971 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,525,995 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,644,057 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,525,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,644,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,525,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,644,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,525,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,279 | OtherIncreasesAmt |
| Subtotal | $4,644,057 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,644,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 754.357 SH ABSOLUTE STRATEGIES | P | 2016-12-15 | 2017-05-22 | $6,588 | $8,077 | -$1,489 | -$1,489 |
| 240.926 SH OAKMARK INTL FUND | P | 2017-05-22 | 2017-07-19 | $6,571 | $6,399 | $172 | $172 |
| 5138.041 SH ABSOLUTE STRATEGIES INSTITUTIONAL | P | 2017-05-22 | $44,872 | $55,017 | -$10,145 | -$10,145 | |
| 1527.224 SH AMERICAN CENTURY EQUITY INCOME CL I | P | 2016-01-20 | 2017-07-19 | $14,209 | $12,434 | $1,775 | $1,775 |
| 4036.751 SH AQR LONG SHORT EQUITY FUND CL I | P | 2015-02-18 | $55,579 | $45,573 | $10,006 | $10,006 | |
| 1492.909 SH AQR MANAGED FUTURES FUND CL I | P | 2016-01-20 | $13,182 | $16,063 | -$2,881 | -$2,881 | |
| 1.000 SH BERKSHIRE HATHAWAY INC DEL CL A FRMLY CO | D | 2007-06-22 | 2017-07-19 | $257,354 | $108,200 | $149,154 | $149,154 |
| 1350.309 SH BOSTON PARTNERS ALL CAP VALUE | P | 2016-01-20 | 2017-07-19 | $34,879 | $25,873 | $9,006 | $9,006 |
| 1952.148 SH BOSTON PARTNERS GLOBL | P | 2016-01-19 | $22,002 | $20,383 | $1,619 | $1,619 | |
| 2204.130 SH DODGE & COX INTERNATIONAL STOCK FUND | P | $97,449 | $91,150 | $6,299 | $6,299 | ||
| 8390.000 SH ISHARES CORE S&P TOTAL US STOCK MARKET E | P | 2016-01-20 | $461,006 | $345,180 | $115,826 | $115,826 | |
| 728.571 SH LAZARD FUNDAMENTAL LNG SHRT PORT INSTL | P | 2016-01-19 | 2017-07-19 | $8,273 | $8,393 | -$120 | -$120 |
| 4089.992 SH LAZARD INTL STRATEGY EQUITY PORT INTL CL | P | 2014-07-08 | $58,628 | $62,198 | -$3,570 | -$3,570 | |
| 762.941 SH OPPENHEIMER DEV MARKETS CLASS Y | P | 2011-05-05 | 2017-07-19 | $30,203 | $23,870 | $6,333 | $6,333 |
| 475.396 SH TOUCHSTONE SANDS CAPITAL GRWTH CL I | P | 2015-02-20 | 2017-07-19 | $11,070 | $9,436 | $1,634 | $1,634 |
| 12220.655 SH VANGUARD DEVELOPED MRKTS INDEX ADMIRAL | P | 2016-01-19 | $163,936 | $132,684 | $31,252 | $31,252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $341,107 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,630 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,931,468 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01635 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $243,320 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,963,962 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049017 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $170,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,088,655 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033486 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $309,892 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,519,739 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068564 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $668,336 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,071,442 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.164152 | DistributionYr5Rt |
| Total Distribution | 0.331569 | TotalDistributionRt |
| Average Distribution | 0.066314 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,183,806 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $343,759 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,459 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $348,218 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $303,365 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,919 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,919 | SubtotalAmt |
| Tax Based On Investment Income | $8,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,866 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,866 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,947 | OverpaymentAmt |
| Applied To ES Tax | $6,947 | 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 | $5,043,181 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $219,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,262,747 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,262,747 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,183,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,919 | TotalTaxAmt |
| Distributable Before Adj | $250,271 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $250,271 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $250,271 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $303,365 | 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 | $303,365 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $303,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $250,271 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $367,087 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $87,339 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,537 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $456,963 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $303,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $250,271 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,094 | RemainingDistriFromCorpusAmt |
| Total Corpus | $510,057 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $367,087 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $142,970 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $87,339 | ExcessFromYear4Amt |
| Excess From Year2 | $2,537 | ExcessFromYear2Amt |
| Excess From Current Year | $53,094 | ExcessFromCurrentYearAmt |
| 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 (57 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. | $50,500 | |
| Community Resource Council | ||||||||
| 387 Main Street 1 | Hackensack | NJ | 076015824 | None | PC | Social Service and Welfare Organizations | $15,000 | |
| Hadassah | ||||||||
| 40 Wall Street | New York | NY | 10005 | none | PC | the support an organization that connects and empowers Jewish women to effect change. | $1,000 | |
| USA Toy Library Association | ||||||||
| 2719 Broadway Avenue | Evanston | IL | 60201 | none | PC | to support an organization that provides an environment of abundant play opportunity supplemented by a collection of high-grade toys; and a forum for discussion among parents, teachers and others. | $5,000 | |
| 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 |
| Bicol Clinic Foundation | ||||||||
| 951 NW 13th Street | Boca Raton | FL | 33486 | NONE | PC | TO FUND AN ORGANIZATION THAT SUPPORTS THE IMPOVERISHED. | $500 | |
| Adler Aphasia Center | ||||||||
| 60 W Hunter Ave | Maywood | NJ | 07607 | none | PC | TO SUPPORT AN ORGANIZATION that is a vital resource for people with Aphasia. | $57,850 | |
| AARP | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | none | PC | TO PROVIDE SUPPORT FOR A NONPROFIT, NONPARTISAN MEMBERSHIP ORGANIZATION FOR PEOPLE AGE 50 AND OVER WHICH "PROVIDES A WIDE RANGE OF UNIQUE BENEFITS, SPECIAL PRODUCTS, AND SERVICES FOR OUR MEMBERS | $150 | |
| RAMAPO COLLEGE FOUNDATION | ||||||||
| 505 RAMAPO VALLEY ROAD | MAHWAH | NJ | 07430 | none | PC | TO PROVIDE THE RESOURCES THAT MAKE THE DIFFERENCE IN RAMAPO COLLEGE OF NEW JERSEY'S QUEST FOR EDUCATIONAL EXCELLENCE | $8,000 | |
| Compassion & Choices | ||||||||
| PO Box 101810 | Denver | CO | 80250 | none | PC | to support an organization that strives to provide and improve hospice care. | $500 | |
| INVESTIGATE PROJECT ON TERRORISM | ||||||||
| 5614 CONNECTICUT AVE | NO | DC | 20051 | none | PC | TO FUND AN ORGANIZATION THAT INVESTIGATES TERRORISTS IN THE MIDDLE EAST. | $1,000 | |
| CHILDREN'S AID & FAMILY SERVICES | ||||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | none | PC | TO SUPPORT AN ORGANIZATION THAT PROVIDES HIGH QUALITY AND INNOVATIVE SERVICES THAT MEET THE SOCIAL, EDUCATIONAL AND EMOTIONAL NEEDS OF THE COMMUNITY. | $13,000 | |
| Aphasia Access | ||||||||
| 405 N Stanwick Road | Moorestown | NJ | 08057 | none | PC | to support an organization THAT GrowS a network of healthcare, business, and community leaders to advance lifelong communication access for people with aphasia. | $10,000 | |
| JEWISH FEDERATION OF SOUTH PALM BEACH | ||||||||
| 9901 DONNA KLEIN BOULEVARD | BOCA RATON | FL | 33428 | NONE | PC | TO SUPPORT AN ORGANIZATION THAT DOES GOOD LOCALLY, IN ISRAEL AND AROUND THE WORLD. | $10,000 | |
| 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 | $50 | |
| Boys Town Jerusalem | ||||||||
| 1 Pennsylvania Plaza 6250 | New York | NY | 10119 | NONE | PC | To support an organization that is an Orthodox Jewish orphanage and educational institution in Jerusalem. | $500 | |
| Center For Food Action | ||||||||
| 316 First Street | Hackensack | NJ | 07601 | NONE | PC | To support an organization to prevent hunger and homelessness and improve the lives of individuals and families living in poverty. | $1,000 | |
| Community Food Bank | ||||||||
| 31 Evans Terminal | Hillside | NJ | 07205 | NONE | PC | To support an organization that is a food bank. | $1,000 | |
| 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 | $20,000 | |
| Doctors Without Borders | ||||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | NONE | PC | To support an organization that helps people worldwide where the need is greatest. | $1,000 | |
| Franklin Lakes Volunteer Anbulance Corps | ||||||||
| PO Box 199 | Franklin Lakes | NJ | 07417 | NONE | PC | To support an organization that supports the community. | $500 | |
| Bergen Family Center | ||||||||
| 26 Paris Avenue | Rockleigh | NJ | 07647 | NONE | PC | To support an organization that helps victims of domestic violence and sexual assault | $100 | |
| Bergen Performing Arts Center | ||||||||
| 30 N Van Brunt St | Englewood | NJ | 07631 | NONE | PC | To support a non-for-profit theater | $10,000 | |
| Jewish Family Services- Teaneck | ||||||||
| 1485 Teaneck Rd 2 | Teaneck | NJ | 07666 | NONE | PC | To support an organization based on Jewish tradition and values. | $18,200 | |
| National Stroke Association | ||||||||
| 9707 E Easter Lane | Centennial | CO | 80112 | NONE | PC | To support an organization that is devoted to support stroke rehabilitation and prevention efforts. | $1,000 | Suite B |
| Boca Helping Hands | ||||||||
| 1500 NW 1st Ct | Boca Raton | FL | 33432 | NONE | PC | To support an organization that provides meals to homebound disabled and elderly individuals. | $2,500 | |
| University of Miami Hospital | ||||||||
| 1400 NW 12th Avenue | Miami | FL | 33136 | NONE | PC | To support an organization the provides precise diagnostics. | $10,000 | |
| boys and girls club of america | ||||||||
| 1275 Peachtree St NE | Atlanta | GA | 30301 | NONE | PC | To support an organization that enables all young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens. | $500 | |
| Judy Sullivan Family Resource Center | ||||||||
| 2875 South James Drive | New Berlin | WI | 53151 | NONE | PC | Provides space to accommodate growth and enable more effective and efficient execution of programs and services. | $1,000 | |
| Kaplen JCC on the Palisades - JCC Thurnauer | ||||||||
| 411 E Clinton Avenue | Tenafly | NJ | 07670 | NONE | PC | To support an organization that provides various activities and programs to the community. | $2,500 | |
| Food For The Poor | ||||||||
| 6401 Lyons Road | Coconut Creek | FL | 33073 | NONE | PC | to support ONE OF THE LARGEST INTERNATIONAL RELIEF AND DEVELOPMENT ORGANIZATIONS IN THE UNITED STATES | $500 | |
| Fresh Air Fund | ||||||||
| 633 Third Avenue | New York | NY | 10017 | NONE | PC | To support an organization that gets kids outdoors. | $1,000 | 14th Floor |
| Friends of Smithsonian | ||||||||
| 600 Maryland Ave SW | Washington | DC | 20002 | none | PC | to support an organization that sustains our commitment to celebrating our nations history, our art and science, our inventions and preserving them for future generations. | $700 | |
| global kids | ||||||||
| 137 E 25th St | New York | NY | 10010 | none | PC | to support the premier nonprofit educational organization for global learning and youth development that works to ensure that youth from underserved areas have the knowledge, skills, experiences and values they need to succeed in school, participate effectively in the democratic process, and achieve leadership in their communities and in the world. | $5,000 | |
| Hackensack University Medical Center | ||||||||
| 30 Prospect Ave | Hackensack | NJ | 07601 | none | PC | to support a medical center. | $1,000 | |
| Holy Name Hospital | ||||||||
| 718 Teaneck Rd | Teaneck | NJ | 07666 | none | PC | to support a hospital. | $2,500 | |
| JCC Thurnauer School of Music | ||||||||
| 411 E Clinton Ave | Tenafly | NJ | 07670 | none | PF | to support an organization that teaches recording, music production, and the business behind the music industry. | $5,000 | |
| Jewish Association for Devel Disabilities | ||||||||
| 42 East 69th Street | New York | NY | 10021 | none | PC | to support an orgranization that helps people with disabilities. | $5,000 | |
| Jewish Community Center of Paramus | ||||||||
| 304 E Midland Ave | Paramus | NJ | 07652 | none | PC | to support an organization that offers Conservative Jewish worship in both egalitarian and non-egalitarian services; Hebrew School; Adult Education; Adult, family, and youth activities | $600 | |
| Jewish Federation of Northern NJ- Paramus | ||||||||
| 50 Eisenhower Dr | paramus | NJ | 07652 | none | PC | to support a religious organization. | $36 | |
| National Council of Jewish Women | ||||||||
| 70 S Orange Ave 120 | Livingston | NJ | 07039 | none | PC | to support an American, volunteer-based organization that works toward social justice, improving the quality of life for families, children and women based upon principles of Judaism. | $375 | |
| Dedicated Indians of America | ||||||||
| 318 Briarcliff Lane | Paramus | NJ | 07652 | none | PC | to support an organization that enrolls children in primary and middle school in India & Pakistan. | $2,500 | |
| Kids Wish Network | ||||||||
| 4060 Louis Ave | Holiday | FL | 34691 | none | PC | to support an organization that makes wishes of sick children come true. | $100 | |
| American Friends of Magen David Adom | ||||||||
| 352 7th Ave 400 | New york | NY | 10001 | none | PC | to support Israeli EMTs and Paramedics Who Devoted Their Lives to Saving Lives | $100 | |
| Metropolitan Museum of Art | ||||||||
| 1000 5th Ave | new york | NY | 10028 | none | PC | to support a museum. | $600 | |
| New York Public Radio | ||||||||
| 160 Varick St | new york | NY | 10013 | none | PC | to support local public radio stations. | $10,000 | |
| Southern Poverty Law Center | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | none | PC | TO SUPPORT AN ORGANIZATION DEDICATED TO FIGHTING HATE AND BIGOTRY AND TO SEEKING JUSTICE FOR THE MOST VULNERABLE MEMBERS OF SOCIETY. | $1,000 | |
| New York University | ||||||||
| 70 washington square south | new york | NY | 10012 | none | PC | to support a private nonprofit research university based in New York City. | $1,000 | |
| Oasis - A Haven for Women & Children | ||||||||
| 59 Mill Street | Paterson | NJ | 07501 | none | PC | to support an organization that helps women and children | $500 | |
| Paramus Bat Sheva Hadassah | ||||||||
| 300 Pleasant Valley Way | West Orange | NJ | 07052 | none | PC | to support a volunteer organization that inspires a passion for and commitment to the land, the people, and the future of Israel. | $54 | |
| Planned Parenthood of Metro NJ | ||||||||
| 240 Mulberry St Floor 1 | Newark | NJ | 07102 | none | PC | to support an organization that helps women. | $100 | |
| 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 | |
| Tennis for Life | ||||||||
| 249 Ackerman Avenue | Ridgewood | NJ | 07450 | none | PC | to support an active support group for Breast Cancer Survivors, offering free indoor tennis and instruction. | $100 | |
| Tikva | ||||||||
| 8 Henderson Dr | West Caldwell | NJ | 07006 | none | PC | to support an organization that keeps Jewish children out of orphanages and poverty. | $500 | |
| Wynona's House | ||||||||
| 185 Washington St | Newark | NJ | 07102 | none | PC | to support an organization that promotes justice and healing of child victims of abuse and violence by coordinating investigative, prosecutorial, treatment, and prevention services. | $1,000 | |
| YCS Foundation | ||||||||
| 235 Main St | Hackensack | NJ | 07601 | none | PC | to support an organization that provides services to thousands of New Jersey families who have children, birth adulthood, with special needs. | $10,000 | |
| YWCA Bergen County | ||||||||
| 214 State Street Suite 207 | Hackensack | NJ | 07601 | none | PC | to support an orgranization that provides programs and services that reach diverse communities throughout Bergen County, NJ | $750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $303,365 | 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 | $106,437 | 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 | $315,307 | 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 | $421,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $421,744 | 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 |
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 | $4,511,723 | EOYBookValueAmt |
| EOYFMV | $5,330,637 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-TAXABLE DIVIDEND DISTRIBUTION | Desc |
| Amt | $1,279 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,596 | Amt |
| Net Investment Income | $1,596 | NetInvestmentIncomeAmt |
Comments