MYRON & ELAINE ADLER PRIVATE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MYRON & ELAINE ADLER PRIVATE FOUNDATION INC (EIN 22-3516532)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-15
- IRS object ID
- 201722279349100817
- Schema version
- 2016v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-15T11:16:06-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-07-18 | 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 | 2017-07-18 | 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 | 22391220172275000031 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-08-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E716DE2481FC75E1661C69827DC243BDC4BBEA80 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A685374E42B013CFC6D2806D3CE5E894736F2734 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,042,698 | 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 |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$202,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,300,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$112,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,336 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,774 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,000 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $11,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$204,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,562 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $417,087 | CashBOYAmt |
| Cash EOY | $322,933 | CashEOYAmt |
| Cash EOYFMV | $322,933 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,313,326 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,203,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,719,765 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,730,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,525,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,042,698 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,730,413 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,525,995 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,730,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,525,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,730,413 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,525,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,730,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$204,418 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,525,995 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,525,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3857.134 SH ABSOLUTE STRATEGIES INSTITUTIONAL | P | 2015-02-10 | 2016-01-19 | $39,982 | $42,325 | -$2,343 | -$2,343 |
| 10682.482 SH AQR LARGE CAP DEFENSIVE STYLE FD, I | P | 2015-02-11 | 2016-01-19 | $146,310 | $157,095 | -$9,753 | -$10,785 |
| 4983.165 SH AQR LONG SHORT EQUITY FUND CL I | P | 2015-02-18 | 2016-01-19 | $59,160 | $55,994 | $3,166 | $3,166 |
| 1098.414 SH ARTISAN MID CAP VALUE FUND ADVISOR | P | 2016-01-19 | $18,434 | $22,850 | -$4,416 | -$4,416 | |
| 11541.887 SH DODGE & COX INCOME | P | 2015-02-11 | 2016-01-19 | $152,783 | $159,426 | -$6,643 | -$6,643 |
| 403.556 SH DODGE & COX STOCK | P | 2016-01-19 | $59,152 | $56,323 | $2,829 | $2,829 | |
| 171.576 SH HARBOR INTERNATIONALINSTITUTIONAL FD | P | 2015-12-17 | 2016-01-19 | $9,352 | $10,485 | -$1,133 | -$1,133 |
| 1095.000 SH ISHARES RUSSELL MIDCAP GROWTH | P | 2015-12-15 | 2016-01-19 | $90,212 | $100,638 | -$10,426 | -$10,426 |
| 364.198 SH MAINSTAY MARKETFIELDFUND CLASS I | P | 2015-02-23 | 2016-01-19 | $5,277 | $5,765 | -$488 | -$488 |
| 1559.463 SH OPPENHEIMERSTEELPATHMLP | P | 2016-01-19 | $8,041 | $13,595 | -$5,554 | -$5,554 | |
| 69.976 SH PARAMETRIC EMERGING MKTS INST CL | P | 2016-01-19 | $731 | $1,100 | -$369 | -$369 | |
| 1336.045 SH ROYCE TOTAL RETURN FD INVESTMENT CL | P | 2016-01-19 | $14,462 | $18,367 | -$3,905 | -$3,905 | |
| 520.545 SH SANDALWOOD OPPORTUNITY CL I | P | 2016-04-20 | $4,275 | $4,113 | $162 | $162 | |
| 2778.778 SH SPARTAN 500 INDEX FDADVANTAGE CLASS | P | 2016-01-19 | $183,788 | $191,839 | -$8,051 | -$8,051 | |
| 525.000 SH SPDR S&P MIDCAP 400 EFT TR | P | 2015-02-11 | 2016-01-19 | $120,249 | $140,899 | -$20,650 | -$20,650 |
| 910.589 SH TOUCHSTONE SANDS CAPITAL INSTL GRWTH | P | 2015-02-20 | 2016-01-19 | $16,750 | $17,678 | -$928 | -$928 |
| 64.506 SH VANGUARD SHORT TERM BOND INDEX ADMIRAL | P | 2016-01-19 | $676 | $683 | -$7 | -$7 | |
| 130.595 SH VANGUARD SMALL-CAP GROWTH INDEX ADMIRAL | P | 2016-01-19 | $4,895 | $3,418 | $1,477 | $1,477 | |
| 1320.929 SH VANGUARD WINDSOR II ADMIRAL | P | 2016-01-19 | $71,750 | $76,335 | -$4,585 | -$4,585 | |
| 8874.699 SH WELLS FARGO ABSOLUTE RETURN INST | P | 2016-01-19 | $85,689 | $99,399 | -$13,710 | -$13,710 | |
| 5381.053 SH ABSOLUTE STRATEGIES INSTITUTIONAL | P | 2016-01-19 | $55,778 | $59,047 | -$3,269 | -$3,269 | |
| 4232.033 SH ARTISAN MID CAP VALUE FUND ADVISOR | P | 2016-01-19 | $71,024 | $88,039 | -$17,015 | -$17,015 | |
| 3086.134 SH DODGE & COX INCOME | P | 2016-01-19 | $40,852 | $42,628 | -$1,666 | -$1,776 | |
| 330.349 SH DODGE & COX INTERNATL STOCK FUND | P | 2014-04-25 | 2016-01-19 | $10,660 | $13,629 | -$1,818 | -$2,969 |
| 762.114 SH DODGE & COX STOCK | P | 2016-01-19 | $111,707 | $106,365 | $5,342 | $5,342 | |
| 237.113 SH DRIEHAUS ACTIVE INCOME FUND | P | 2011-05-09 | 2016-01-19 | $2,300 | $2,594 | -$294 | -$294 |
| 3546.870 SH HARBOR INTERNATIONALINSTITUTIONAL FC | P | 2016-01-19 | $193,337 | $216,757 | -$23,420 | -$23,420 | |
| 2948.613 SH LAZARD INTL STRATEGYEQUITY PORT INTL CL | P | 2014-07-08 | 2016-01-19 | $36,110 | $44,854 | -$8,157 | -$8,744 |
| 5655.532 SH MAINSTAY MARKETFIELDFUND CLASS I | P | 2016-01-19 | $81,949 | $89,527 | -$7,578 | -$7,578 | |
| 229.036 SH OPPENHEIMER DEV MARKETS FD CLASS Y | P | 2011-05-05 | 2016-01-19 | $6,160 | $7,165 | -$1,005 | -$1,005 |
| 8267.355 SH OPPENHEIMERSTEELPATHMLP | P | 2016-01-19 | $42,626 | $71,443 | -$28,817 | -$28,817 | |
| 4980.633 SH PARAMETRIC EMERGING MKTS INST CL | P | 2016-01-19 | $52,058 | $78,300 | -$26,242 | -$26,242 | |
| 5986.608 SH ROYCE TOTAL RETURN FD INVESTMENT CL | P | 2016-01-19 | $64,802 | $82,300 | -$17,498 | -$17,498 | |
| 7271.342 SH SANDALWOOD OPPORTUNITY CL I | P | $60,760 | $70,900 | -$10,140 | -$10,140 | ||
| 6160.063 SH TOUCHSTONESANDS CAPITAL INSTL | P | 2016-01-19 | $113,310 | $119,590 | -$6,280 | -$6,280 | |
| 6745.162 SH VANGUARD SHORT TERM BOND INDEX ADMIRAL | P | 2016-01-19 | $70,717 | $71,486 | -$769 | -$769 | |
| 1945.563 SH VANGUARD SMALL-CAP GROWTH INDEX ADMIRAL | P | 2016-01-19 | $72,921 | $50,923 | $21,998 | $21,998 | |
| 1884.324 SH VANGUARD WINDSOR II ADMIRAL | P | 2016-01-19 | $102,352 | $108,893 | -$6,541 | -$6,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$199,468 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $243,320 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,963,962 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049017 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $170,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,088,655 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033486 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $309,892 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,519,739 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068564 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $668,336 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,071,442 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.164152 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $264,649 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,106,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06445 | DistributionYr5Rt |
| Total Distribution | 0.379669 | TotalDistributionRt |
| Average Distribution | 0.075934 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,931,468 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $374,466 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $886 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $375,352 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $80,630 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,771 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,771 | SubtotalAmt |
| Tax Based On Investment Income | $1,771 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,637 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,637 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,866 | OverpaymentAmt |
| Applied To ES Tax | $5,866 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
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 | $4,657,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $349,291 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,006,566 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,006,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,931,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,771 | TotalTaxAmt |
| Distributable Before Adj | $244,802 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $244,802 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $244,802 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,630 | 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 | $80,630 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $80,630 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $244,802 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,043 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $466,216 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $87,339 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,537 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $621,135 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $80,630 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $164,172 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $164,172 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $456,963 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $456,963 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $367,087 | ExcessFromYear4Amt |
| Excess From Year3 | $87,339 | ExcessFromYear3Amt |
| Excess From Year1 | $2,537 | 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 (32 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. | $10,000 | |
| Community Resource Council | ||||||||
| 387 Main Street 1 | Hackensack | NJ | 076015824 | None | PC | Social Service and Welfare Organizations | $3,500 | |
| Hadassah | ||||||||
| 40 Wall Street | New York | NY | 10005 | none | PC | the support an organization that connects and empowers Jewish women to effect change. | $2,000 | |
| 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 | |
| CHAVURAH BETH SHALOM | ||||||||
| PO BOX 417 | TENAFLY | NJ | 07670 | NONE | PC | TO SUPPORT A PROGRESSIVE REFORM CONGREGATION DEDICATED TO THE VALUES OF EDUCATION, INCLUSIVE WORSHIP AND SOCIAL JUSTICE. | $1,000 | |
| Bicol Clinic Foundation | ||||||||
| 951 NW 13th Street | Boca Raton | FL | 33486 | NONE | PC | TO FUND AN ORGANIZATION THAT SUPPORTS THE IMPOVERISHED. | $3,000 | |
| Adler Aphasia Center | ||||||||
| 60 W Hunter Ave | Maywood | NJ | 07607 | none | PC | TO SUPPORT AN ORGANIZATION that is a vital resource for people with Aphasis. | $40 | |
| Bergen Volunteer Medical Initiative | ||||||||
| 241 Moore Street | Hackensack | NJ | 07601 | none | PC | To support an organization that provides free primary medical care and referrals to free specialty care for working, low-income Bergen County residents who have no health insurance. health insurance. | $1,000 | |
| Children's Cancer Recovery | ||||||||
| 249 Lincoln Way East | New Oxford | PA | 17350 | none | PC | to support an organization that improves the mental, social and emotional well-being of children with cancer and their families. | $10 | |
| Compassion & Choices | ||||||||
| PO Box 101810 | Denver | CO | 80250 | none | PC | to support an organization that strives to provide and improve hospice care. | $100 | |
| Friends of the Israel Defense Forces (FIDF) | ||||||||
| PO Box 4224 | New York | NY | 10163 | none | PC | to support an organization that offers educational, cultural, recreational, and social services programs and facilities that provides hope, purpose, and life-changing support for the soldiers who protect Israel and Jews worldwide. | $180 | |
| National Park Foundation | ||||||||
| 1110 Vermont Avenue | Washington | DC | 20005 | none | PC | to support an organization that enriches Americas national parks and programs. | $500 | Suite 200 |
| 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. | $15,000 | |
| Thirteen LLC | ||||||||
| 825 8th Ave | New York | NY | 10019 | NONE | PC | To support an organization that is one of the largest public media providers. | $1,000 | |
| Boca West Foundation | ||||||||
| 3070 NW Boca Raton Blvd | Boca Raton | FL | 33431 | NONE | PC | To support an organization that assists at risk children and their families. | $100 | |
| 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. | $1,000 | |
| 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 povery. | $1,000 | |
| Community Food Bank | ||||||||
| 31 Evans Terminal | Hillside | NJ | 07205 | NONE | PC | To support an organization that is a food bank. | $1,000 | |
| Daughters of Israel | ||||||||
| 1155 Pleasant Valley Way | West Orange | NJ | 07052 | NONE | PC | To support an organization that supports nursing home. | $3,000 | |
| Doctors Without Borders | ||||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | NONE | PC | To support an organizatio that helps people worldwide where the need is greatest. | $1,000 | |
| Franklin Lakes Fire | ||||||||
| PO Box 199 | Franklin Lakes | NJ | 07417 | NONE | PC | To support an organization that supports the community. | $100 | |
| SOS Jobs | ||||||||
| PO Box 971003 | Coconut Creek | FL | 33097 | NONE | PC | To support an organization that is dedicated to combat poverty. | $700 | |
| Furry Friends | ||||||||
| PO Box 53 | Colts Neck | NJ | 07722 | NONE | PC | To support an organization that helps shelters and rescues by supplying them food for the animals. | $10,000 | |
| Jewish Family Services- Wayne | ||||||||
| 1 Pike Drive | Wayne | NJ | 07470 | NONE | PC | To support an organization based on Jewish tradition and values. | $1,000 | |
| 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. | $500 | Suite B |
| Temple Emanu- EL | ||||||||
| 1 E 65th St | New York | NY | 10065 | NONE | PC | To support an organization that is a house of Jewish worship. | $300 | |
| University of Miami Hospital | ||||||||
| 1400 NW 12th Avenue | Miami | FL | 33136 | NONE | PC | To support an organization the provides precise diagnostics. | $10,000 | |
| WWII National Museum | ||||||||
| 945 Magazine St | New Orleans | LA | 70130 | NONE | PC | To support an organization that tells an American Experience. | $100 | |
| Caucus | ||||||||
| 75 Midland Ave | Montclair | NJ | 07042 | NONE | PC | Creates regional public affairs programming for some of the country's most-watched PBS stations. | $2,000 | |
| 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. | $5,000 | |
| Southern Poverty | ||||||||
| 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 | |
| Bnai Jeshurun | ||||||||
| 257 W 88th St | New York | NY | 10024 | NONE | PC | To support an organization that is a Jewish community. | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,630 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,306 | 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 | -$202,350 | 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 | -$112,014 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$112,014 | 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 | $4,203,062 | EOYBookValueAmt |
| EOYFMV | $4,719,765 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYMENT | Desc |
| Revenue And Expenses Per Books | $10,000 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,774 | Amt |
| Net Investment Income | $1,774 | NetInvestmentIncomeAmt |
Comments