ADLER FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ADLER FAMILY FOUNDATION INC (EIN 52-2070476)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201831319349101218
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T10:37:36-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | 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 | 522070476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADLER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADLE | BusinessNameControlTxt |
| Phone | 3016544271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5530 WISCONSIN AVENUE NO 1460 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ADLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016544271 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLOTTE ANN RAMAGE | PreparerPersonNm |
| PTIN | P00368907 | PTIN |
| Phone | 8047470000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,285,270 | 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 | $715,190 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $155 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $155 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $355,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $355,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,945 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $507,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,945 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,196,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $480,949 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,221 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $963 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $962 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,138 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,069 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,032 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $962 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $455,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $455,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $476,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,032 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $456,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $719,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $471,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $140,934 | CashBOYAmt |
| Cash EOY | $100,079 | CashEOYAmt |
| Cash EOYFMV | $100,079 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,391,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,494,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,471,001 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,118 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $714,190 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,532,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,651,640 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,285,270 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $17,359 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,359 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,534,732 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,534,732 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,997,631 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,099,549 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,532,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,634,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,532,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,651,640 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,532,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $719,755 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39,235 | OtherIncreasesAmt |
| Subtotal | $4,291,353 | SubtotalAmt |
| Other Decreases | $657,072 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,634,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2243.130 SHS T. ROWE PRICE CAP APPREC FUND | P | 2014-02-03 | 2017-05-24 | $63,434 | $56,244 | $7,190 | $7,190 |
| 5,357.826 SHS T. ROWE PRICE CAP APPREC FUND | P | 2014-03-13 | 2017-05-24 | $151,515 | $140,030 | $11,485 | $11,485 |
| 708.804 SHS T. ROWE PRICE CAP APPREC FUND | P | 2014-04-10 | 2017-05-24 | $20,044 | $18,491 | $1,553 | $1,553 |
| 335.458 SHS T. ROWE PRICE CAP APPREC FUND | P | 2014-04-10 | 2017-11-21 | $9,994 | $8,751 | $1,243 | $1,243 |
| 5,640.25 SHS TIFF MUTUAL-ASSET FUND | P | 2009-01-01 | 2017-06-15 | $86,014 | $82,938 | $3,076 | $3,076 |
| 5,206.64 SHS TIFF MUTUAL-ASSET FUND | P | 2009-01-01 | 2017-12-15 | $86,014 | $76,575 | $9,439 | $9,439 |
| CAPITAL GAINS DIVIDENDS | P | $90,959 | $90,959 | $90,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,945 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $369,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,195,506 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.115623 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $712,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,094,637 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.174051 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $282,367 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,061,282 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069527 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $305,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,613,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084519 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $298,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,477,609 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085691 | DistributionYr5Rt |
| Total Distribution | 0.529411 | TotalDistributionRt |
| Average Distribution | 0.105882 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,552,748 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $376,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,719 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $380,891 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $456,862 | 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 | $4,719 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,719 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,719 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,901 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,901 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,818 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 3016544271 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5530 WISCONSIN AVENUE SUITE 1460 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES B ADLER | ||||||||
| 5630 WISCONSIN AVENUE | CHEVY CHASE | MD | 20815 | PRESIDENT / TREASURER | 2.00 | $0 | $0 | $0 |
| ESTHY ADLER | ||||||||
| 5630 WISCONSIN AVENUE | CHEVY CHASE | MD | 20815 | VICE PRESIDENT | 0.01 | $0 | $0 | $0 |
| ERIC S ADLER | ||||||||
| 5630 WISCONSIN AVENUE | CHEVY CHASE | MD | 20815 | VICE PRESIDENT | 0.01 | $0 | $0 | $0 |
| LAURA ADLER MCGREW | ||||||||
| 5630 WISCONSIN AVENUE | CHEVY CHASE | MD | 20815 | VICE PRESIDENT | 0.01 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,486,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,606,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,606,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,552,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,719 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,719 | TotalTaxAmt |
| Distributable Before Adj | $172,918 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,918 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,918 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $456,862 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $456,862 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,719 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $452,143 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,918 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $127,421 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $137,844 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,002 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $517,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $211,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,079,409 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $456,862 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,918 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $283,944 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,363,353 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $127,421 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,235,932 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,844 | ExcessFromYear4Amt |
| Excess From Year3 | $85,002 | ExcessFromYear3Amt |
| Excess From Year2 | $517,543 | ExcessFromYear2Amt |
| Excess From Year1 | $211,599 | ExcessFromYear1Amt |
| Excess From Current Year | $283,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES B ADLER | ContributingManagerNm |
| Contributing Manager | ESTHY ADLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARTIS-NAPLES | ||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | PUBLIC CHARITY | GENERAL FUND | $1,600 |
| NATIONAL SYMPHONY ORCHESTRA | ||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| JEWISH COUNCIL FOR THE AGING | ||||||
| 1230 PARKLAWN | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| SHAKESPEARE THEATRE | ||||||
| 516 5TH STREET SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| THE JEWISH FEDERATION OF METROPOLITAN WASHINGTON | ||||||
| 6101 MONTROSE ROAD | ROCKVILLE | MD | 208524816 | PUBLIC CHARITY | GENERAL FUND | $100,000 |
| JFCS OF SOUTHWEST FLORIDA | ||||||
| 5025 CASTELLO DR | NAPLES | FL | 34103 | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| COMMUNITY FOUNDATION | ||||||
| 1201 15TH ST NW STE 420 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| MARTHA'S TABLE | ||||||
| 2114 14TH STREET NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| SMITHSONIAN INSTITUTION NATIONAL PORTRAIT GALLERY | ||||||
| 750 NINTH STREET NW | WASHINGTON | DC | 200137012 | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| THE PHILLIPS COLLECTION | ||||||
| 1601 21ST STREET NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| SWARTHMORE COLLEGE | ||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | PUBLIC CHARITY | GENERAL FUND | $1,250 |
| UNIVERSITY OF PENNSYLVANIA - WHARTON SCHOOL | ||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 191046205 | PUBLIC CHARITY | GENERAL FUND | $500 |
| THE SEED FOUNDATION | ||||||
| 1776 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL FUND | $47,250 |
| SIDWELL FRIENDS SCHOOL | ||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | GENERAL FUND | $106,000 |
| WASHINGTON BALLET | ||||||
| 3515 WISCONSIN AVE NW | WASHINGTON | DC | 20019 | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,500 |
| THE ANCHOR FUND | ||||||
| 4200 WISCONSIN AVE NW 106-116 | WASHINGTON | DC | 20016 | PUBLIC CHARITY | GENERAL FUND | $500 |
| AMERICAN FRIENDS OF SERVICE COMMITTEE | ||||||
| 1822 R ST NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | GENERAL FUND | $250 |
| ANTI DEFAMATION LEAGUE | ||||||
| 1100 CONNECTICUT AVE NW | WASHINGTON | DC | 20086 | PUBLIC CHARITY | GENERAL FUND | $2,050 |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | ||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21201 | PUBLIC CHARITY | GENERAL FUND | $200 |
| BETHESDA CHEVY CHASE RESCUE SQUAD | ||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL FUND | $250 |
| BETHESDA FRIENDS MEETING | ||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL FUND | $100 |
| DORSET THEATRE FESTIVAL | ||||||
| 104 CHENEY RD | DORSET | VT | 05251 | PUBLIC CHARITY | GENERAL FUND | $250 |
| DC VOLUNTEER LAWYERS PROJECT | ||||||
| 5335 WISCONSIN AVE NW | WASHINGTON | DC | 20015 | PUBLIC CHARITY | GENERAL FUND | $250 |
| GEORGETOWN UNIVERSITY | ||||||
| BOX 0734 | WASHINGTON | DC | 200730734 | PUBLIC CHARITY | GENERAL FUND | $5,250 |
| EDUCARE WASHINGTON DC | ||||||
| 640 ANACOSTIA AVE NE | WASHINGTON | DC | 20019 | PUBLIC CHARITY | GENERAL FUND | $250 |
| HUMANE RESCUE ALLIANCE | ||||||
| 71 OGLETHORPE ST NW | WASHINGTON | DC | 20011 | PUBLIC CHARITY | GENERAL FUND | $250 |
| KIVA | ||||||
| 875 HOWARD ST | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | GENERAL FUND | $250 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | PUBLIC CHARITY | GENERAL FUND | $250 |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS | ||||||
| 1401 NEW YORK AVE NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL FUND | $250 |
| NPR | ||||||
| 111 NORTH CAPITOL ST NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| SEEDS OF PEACE | ||||||
| 370 LEXINGTON AVE | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL FUND | $250 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | GENERAL FUND | $250 |
| ST PAUL'S SCHOOL FOR GIRLS | ||||||
| PO BOX 8000 | BROOKLAND | MD | 21022 | PUBLIC CHARITY | GENERAL FUND | $250 |
| STONE SOUP FILMS | ||||||
| 1921 SUNDERLAND PL NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL FUND | $250 |
| SVHC FOUNDATION | ||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | PUBLIC CHARITY | GENERAL FUND | $500 |
| MEDSTAR WASHINGTON HOSPITAL CENTER | ||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| WASHINGTON NATIONAL OPERA - JFK CENTER FOR PERFORMING ARTS | ||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| A WIDER CIRCLE | ||||||
| 9159 BROOKVILLE RD | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | GENERAL FUND | $200 |
| THE VERMONT COMMUNITY FOUNDATION | ||||||
| 3 COURT ST | MIDDLEBURY | VT | 05753 | PUBLIC CHARITY | GENERAL FUND | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $455,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,849 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $124,945 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $480,949 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $480,949 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | JAMES AND ESTHY ADLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5530 WISCONSIN AVENUE | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $714,190 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | .8155605% PARTNERSHIP INTEREST IN ROTHSCHILD CORNERSTONE FUND, LP | NoncashPropertyDesc |
| Fair Market Value | $714,190 | FairMarketValueAmt |
| Received | 2017-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,925 | Amt |
| Net Investment Income | $963 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $962 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES INVESTMENT ACCOUNT | $238,030 | $261,808 |
| TIFF MULTI-ASSET FUND | $3,256,413 | $3,209,193 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ROTHSCHILD CORNERSTONE FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $57,118 | BookValueAmt |
| EOYFMV | $714,190 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,221 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN TAX BASIS AND FMV OF CONTRIBUTED ASSETS | Desc |
| Amt | $657,072 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIFF MULTI-ASSET FUND BASIS ADJUSTMENT | Desc |
| Amt | $39,235 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE EXPENSE | CategoryTxt |
| Amt | $16,138 | Amt |
| Net Investment Income | $8,069 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U.S. TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments