ADLER FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ADLER FAMILY FOUNDATION INC (EIN 52-2070476)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202621359349102597
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:01:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | KEITER STEPHENS HURST GARY & SHREAVES | 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 | 2025-01-01 | 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 | 7530 HAMPDEN LANE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC S ADLER | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 3016544271 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIRGINIA GRAEF | PreparerPersonNm |
| PTIN | P01241644 | PTIN |
| Phone | 8047470000 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,607,747 | 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 | $2,800 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $437,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $437,959 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $223,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $322,972 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $223,801 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $664,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $661,764 | 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 |
| Accounting Fees Rev And Expnss | $2,110 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,110 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,111 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,111 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,570 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,570 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,791 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,757 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,757 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,791 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,757 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $516,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $624,973 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,531 | CashBOYAmt |
| Cash EOY | $7,937 | CashEOYAmt |
| Cash EOYFMV | $7,937 | CashEOYFMVAmt |
| Other Investments BOY | $3,819,688 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,385,298 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,599,810 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,877,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,393,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,607,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $2,342,487 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,858,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,877,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,393,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,877,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,393,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,877,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $516,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,393,235 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,393,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DOUBLELINE LOW DURATION BOND I - 1309.29 SHS | P | 2025-12-26 | $12,690 | $12,676 | $14 | $14 |
| DOUBLELINE LOW DURATION BOND I - 1663.22 SHS | P | 2025-06-10 | $15,990 | $16,103 | -$113 | -$113 |
| PIMCO INCOME INSTL - 436.36 SHS | P | 2025-12-26 | $4,790 | $4,630 | $160 | $160 |
| PIMCO INCOME INSTL - 564.44 SHS | P | 2025-06-10 | $5,990 | $5,985 | $5 | $5 |
| T. ROWE PRICE CAPITAL APPRECIATION I - 220.3 SHS | P | 2025-12-26 | $7,900 | $6,502 | $1,398 | $1,398 |
| T. ROWE PRICE CAPITAL APPRECIATION I - 275.63 SHS | P | 2025-06-10 | $10,000 | $7,992 | $2,008 | $2,008 |
| DOUBLELINE TOTAL RETURN BOND I - 537.95 SHS | P | 2025-12-26 | $4,810 | $5,572 | -$762 | -$762 |
| DOUBLELINE TOTAL RETURN BOND I - 2799.55 SHS | P | 2025-12-01 | $24,990 | $28,996 | -$4,006 | -$4,006 |
| DOUBLELINE TOTAL RETURN BOND I - 1030.93 SHS | P | 2025-06-10 | $8,990 | $10,715 | -$1,725 | -$1,725 |
| TIFF MULTI-ASSET FUND | P | 2025-12-31 | $222,929 | $222,929 | $222,929 | |
| CAPITAL GAINS DIVIDENDS | P | $3,893 | $3,893 | $3,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $223,801 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,687 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,687 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,060 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,627 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,687 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 7530 HAMDEN LANE | AddressLine1Txt |
| City | BETHESDA | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 | ||||||||
| C/O ERIC S ADLER 7530 HAMPDEN LANE | BETHESDA | MD | 20815 | VICE PRESIDENT | 0.01 | $0 | $0 | $0 |
| ERIC S ADLER | ||||||||
| 7530 HAMPDEN LANE | BETHESDA | MD | 20815 | PRESIDENT/SECRETARY | 0.01 | $0 | $0 | $0 |
| LAURA ADLER MCGREW | ||||||||
| C/O ERIC S ADLER 7530 HAMPDEN LANE | BETHESDA | MD | 20815 | VICE PRESIDENT/TREASURER | 0.01 | $0 | $0 | $0 |
| LINDLEY MCGREW | ||||||||
| C/O ERIC S ADLER 7530 HAMPDEN LANE | BETHESDA | MD | 20815 | BOARD OF DIRECTOR'S MEMBER | 0.01 | $0 | $0 | $0 |
| SUZANNE ADLER | ||||||||
| 7530 HAMPDEN LANE | BETHESDA | MD | 20815 | BOARD OF DIRECTOR'S MEMBER | 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 | $4,230,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,328 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,261,429 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,261,429 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,197,508 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,687 | TotalTaxAmt |
| Distributable Before Adj | $201,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,188 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,757 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $111,757 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $103,536 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,902 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $179,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,757 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,757 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $89,431 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $89,431 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $90,091 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,091 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $14,105 | ExcessFromYear3Amt |
| Excess From Year2 | $44,902 | ExcessFromYear2Amt |
| Excess From Year1 | $31,084 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES B ADLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | PC | GENERAL FUND | $100 |
| NATIONAL GALLERY OF ART | ||||||
| 2000B SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | PC | GENERAL FUND | $190 |
| NORTHERN WOODLANDS | ||||||
| 16 ON THE COMMON | LYME | NH | 03768 | PC | GENERAL FUND | $200 |
| PAN MASS CHALLENGE | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PC | GENERAL FUND | $257 |
| SEED SCHOOL OF MARYLAND | ||||||
| 200 FRONT HILL AVE | BALTIMORE | MD | 21223 | PC | GENERAL FUND | $250 |
| SEEDS OF PEACE | ||||||
| 370 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | GENERAL FUND | $250 |
| SHAKESPEARE THEATRE COMPANY | ||||||
| 516 5TH STREET SE | WASHINGTON | DC | 20003 | PC | GENERAL FUND | $5,000 |
| SIDWELL FRIENDS SCHOOL | ||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | GENERAL FUND | $2,190 |
| ST PAUL'S SCHOOL FOR GIRLS | ||||||
| PO BOX 8000 | BROOKLAND | MD | 21022 | PC | GENERAL FUND | $250 |
| SVHC FOUNDATION | ||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | PC | GENERAL FUND | $250 |
| SWARTHMORE COLLEGE | ||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | PC | GENERAL FUND | $2,250 |
| THE ANCHOR FUND | ||||||
| 4200 WISCONSIN AVE NW 100 | WASHINGTON | DC | 20016 | PC | GENERAL FUND | $500 |
| THE DARTMOUTH INC | ||||||
| 6175 ROBINSON HALL | HANOVER | NY | 037554400 | PC | GENERAL FUND | $100 |
| THE SEED FOUNDATION | ||||||
| 1776 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | GENERAL FUND | $13,190 |
| THE TRUSTEES OF DARTMOUTH COLLEGE | ||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NY | 037554400 | PC | GENERAL FUND | $480 |
| THE TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 191046205 | PC | GENERAL FUND | $1,000 |
| THE VERMONT COMMUNITY FOUNDATION | ||||||
| 3 COURT ST | MIDDLEBURY | VT | 05753 | PC | GENERAL FUND | $250 |
| TULANE UNIVERSITY | ||||||
| 1555 PYDRAS ST SUITE 1000 | NEW ORLEANS | LA | 70112 | PC | GENERAL FUND | $200 |
| US AGAINST ALZHEIMERS | ||||||
| 5614 CONNECTICUT AVE NW 288 | WASHINGTON | DC | 20015 | PC | GENERAL FUND | $2,500 |
| VERMONT LAND TRUST | ||||||
| 8 BAILEY AVE | MONTPELIER | VT | 05602 | PC | GENERAL FUND | $200 |
| VERMONT PARKS FOREVER | ||||||
| PO BOX 815 | MONTPELIER | VT | 05601 | PC | GENERAL FUND | $1,000 |
| VERMONT WOODLANDS ASSOCIATION | ||||||
| COLLEGE HALL 36 COLLEGE ST | MONTPELIER | VT | 05602 | PC | GENERAL FUND | $200 |
| VIENNA MATCLUB INC | ||||||
| 319 MILL ST NE | VIENNA | VA | 22810 | PC | GENERAL FUND | $1,000 |
| THE 1510 FOUNDATION | ||||||
| 1038 QUARRIER ST SUITE 100 | CHARLESTON | WV | 25301 | PC | GENERAL FUND | $100 |
| LEWES IN BLOOM | ||||||
| 114 E THIRD ST | LEWES | DE | 19958 | PC | GENERAL FUND | $3,000 |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS | ||||||
| 1401 NEW YORK AVE NW | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $200 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL FUND | $250 |
| ANTI DEFAMATION LEAGUE | ||||||
| 1100 CONNECTICUT AVE NW | WASHINGTON | DC | 20086 | PC | GENERAL FUND | $250 |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | ||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21201 | PC | GENERAL FUND | $200 |
| BCCRS | ||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | PC | GENERAL FUND | $250 |
| BE BRAVE FOR LIFE FOUNDATION | ||||||
| 282 SARGENT HILL | PAWLET | VT | 05761 | PC | GENERAL FUND | $100 |
| BETHESDA FRIENDS MEETING | ||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | PC | GENERAL FUND | $100 |
| CENTER FOR RADICALLY INCLUSIVE JUDIASM | ||||||
| 321 WALNUT ST 443 | NEWTONVILLE | MA | 02460 | PC | GENERAL FUND | $250 |
| COLEL CHABAD | ||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | PC | GENERAL FUND | $500 |
| COMMUNITY SHARING PROJECT | ||||||
| PO BOX 263 | DORSET | VT | 05251 | PC | GENERAL FUND | $250 |
| DARTMOUTH HITCHCOCK HEALTH | ||||||
| ONE MEDICAL CENTER DRIVE HB 7070 | LEBANON | NH | 037560001 | PC | GENERAL FUND | $250 |
| DC SCORES | ||||||
| 11400 CONNECTICUT AVE NW 1200 | WASHINGTON | DC | 20036 | PC | GENERAL FUND | $200 |
| DC VOLUNTEER LAWYERS PROJECT | ||||||
| 5335 WISCONSIN AVE NW | WASHINGTON | DC | 20015 | PC | GENERAL FUND | $250 |
| DELAWARE COMMUNITY FOUNDATION | ||||||
| 104 CHENEY RD | DORSET | VT | 05251 | PC | GENERAL FUND | $41,000 |
| DES MOINES METRO OPERA | ||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | PC | GENERAL FUND | $1,000 |
| DORSET THEATRE FESTIVAL | ||||||
| 104 CHENEY RD | DORSET | VT | 05251 | PC | GENERAL FUND | $250 |
| EDUCARE WASHINGTON DC | ||||||
| 640 ANACOSTIA AVE NE | WASHINGTON | DC | 20019 | PC | GENERAL FUND | $100 |
| EYA FOUNDATION | ||||||
| 4800 HAMPTON LANE SUITE 300 | BETHESDA | MD | 208142932 | PC | GENERAL FUND | $100 |
| GEORGETOWN UNIVERSITY | ||||||
| BOX 0734 | WASHINGTON | DC | 200730734 | PC | GENERAL FUND | $25,250 |
| GREEN LIGHT FUND | ||||||
| 315 FRONT ST | NEW HAVEN | CT | 06513 | PC | GENERAL FUND | $1,000 |
| GREEN WAVE | ||||||
| 315 FRONT ST | NEW HAVEN | CT | 06513 | PC | GENERAL FUND | $200 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | PC | GENERAL FUND | $250 |
| HUMANE RESCUE ALLIANCE | ||||||
| 71 OGLETHORPE ST NW | WASHINGTON | DC | 20011 | PC | GENERAL FUND | $200 |
| INSTITUTE FOR CITIZENS & SCHOLARS | ||||||
| 104 CARNEGIE CENTER STE 300 | PRINCETON | NJ | 08540 | PC | GENERAL FUND | $2,500 |
| KIVA | ||||||
| 875 HOWARD ST | SAN FRANCISCO | CA | 94103 | PC | GENERAL FUND | $250 |
| LAFAYETTE COLLEGE | ||||||
| DEVELOPMENT OFFICE BOX 3000 | EASTON | PA | 18042 | PC | GENERAL FUND | $500 |
| VILLAGE VOLUNTEERS | ||||||
| 16686 KINGS HWY | LEWES | DE | 19958 | PC | GENERAL FUND | $1,000 |
| WESTON PLAYHOUSE THEATRE | ||||||
| 1400 K STREET NW SUITE 500 | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,757 | 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 | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $437,959 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $223,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $661,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $661,764 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $2,110 | Amt |
| Net Investment Income | $2,110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHWAB MUTUAL FUNDS | AT COST | $350,033 | $358,813 |
| TIFF MULTI-ASSET FUND | AT COST | $4,035,265 | $4,240,997 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE EXPENSE | CategoryTxt |
| Amt | $30,111 | Amt |
| Net Investment Income | $30,111 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX - CURRENT | CategoryTxt |
| Amt | $4,570 | Amt |
| Net Investment Income | $4,570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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