2024-05-15T08:17:52-05:00 2023-12-31 135565207 KPMG LLP 150 JOHN F KENNEDY PARKWAY SHORT HILLS NJ 070782754 990PF 2023-01-01 223516532 MYRON & ELAINE ADLER PRIVATE FOUNDATION FOUNDATION C/O ELAINE ADLER MYRO 2018436464 2667 MARSEILLES DRIVE PALM BEACH GARDENS FL 33410 ELAINE ADLER PRESIDENT 2018436464 2024-05-15 1 ELAINE ADLER 999009999 0 DIEGO RESTREPO P00670890 9734679650 2024-05-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5760283 X X 139890 139890 -114197 3293915 0 25693 139890 0 0 0 0 0 6600 0 0 0 3540 3540 0 0 6922 5802 0 0 17062 9342 0 0 387500 387500 404562 9342 0 387500 -378869 130548 0 236144 181373 181373 4947699 4623351 5578910 5183843 4804724 5760283 0 0 X 5183843 4804724 0 0 0 0 5183843 4804724 5183843 4804724 5183843 -378869 0 4804974 250 4804724 3519.765 SH - AMERICAN CENTURY EQUITY INCOME CL I, ACIIX 2023-02-13 31745 32092 -347 -347 13.216 SH - AMERICAN NEW WORLD FUND CL F2, NFFFX 2022-12-16 2023-02-13 938 882 56 56 260.566 SH - CLEARBRIDGE LARGE CAP GROWTH I, SBL YXV 2022-12-13 2023-02-13 13740 14674 -934 -934 276.463 SH - DODGE & COX INCOME CLI, DODIX 2023-02-13 3457 3868 -411 -411 2286.099 SH - DODGE & COX INTERNATL STOCK CL I, DODFX 2023-02-13 106465 94603 11862 11862 450.264 SH - DODGE & COX STOCK CL I, DODGX 2023-02-13 104310 104527 -217 -217 351.679 SH - FULLER & THALER BEHVMID CAP VALUE INSTL, FTVSX 2023-02-13 2023-08-03 10575 10536 39 39 511.596 SH - GQG PARTNERS EMERG MARKETS EQ INSTL, GQGIX 2023-02-13 2023-08-03 7500 6692 808 808 38.291 SH - INVESCO DEVELOPING MARKETS Y, ODVYX 2022-12-14 2023-02-13 1473 1362 111 111 30.000 SH - ISHARES TR MSCI USA QLT FCT, QUAL 2023-06-27 2023-08-03 4072 3996 76 76 1949.571 SH - JPMORGAN LARGE CAP GROWTH CLASS I, SEEGX 2023-02-13 2023-11-10 108675 93794 14881 14881 1680.588 SH - MORGAN STANLEY ADVANTAGE CL I, MPAIX 2022-12-12 2023-02-13 23881 44239 -20358 -20358 361.878 SH - POLEN GROWTH FUND INST'L SHARES, POLIX 2023-02-13 2023-08-03 14030 12402 1628 1628 1105.108 SH - SCHWAB FUNDAMENTAL INT'L LARGE CO INDEXT, SPNNX 2023-02-13 2023-08-03 11210 10901 309 309 3113.778 SH - SCHWAB FUNDAMENTAL US LARGE CO INDEX, SFLNX 2023-02-13 2023-11-10 70020 69691 329 329 306.540 SH - T ROWE PRICE MID CAP VALUE, TRMCX 2022-12-13 2023-02-13 9662 10670 -1008 -1008 614.781 SH - VANGUARD EQUITY INCOME ADMIRAL FD, VEIRX 2023-02-13 2023-08-03 52160 53529 -1325 -1325 438.570 SH - VANGUARD INTERMDIATETERM TREASRY ADMIRA, VFIUX 2023-02-13 4389 5025 -636 -636 1632.000 SH - VANGUARD WHITEHALL FDS INTL HIGH ETF, VYMI 2023-02-13 2023-06-27 102391 104024 -1633 -1633 39080.063 SH - AMERICAN CENTURY EQUITY INCOME CL I, ACIIX 2023-02-13 352465 356318 -3853 -3853 1099.090 SH - AMERICAN NEW WORLD FUND CL F2, NFFFX 2023-02-13 77980 73324 4656 4656 15200.891 SH - BAIRD SHORT TERM BD FD INSTL, BSBIX 2023-07-05 140170 146328 -6027 -6027 1241.047 SH - BLACKROCK TECHNOLOGYOPPORTUNITIES INSTL, BGSIX 2023-02-13 53923 64980 -11057 -11057 3447.862 SH - CLEARBRIDGE LARGE CAP GROWTH I, SBLYX 2023-02-13 181806 194175 -12369 -12369 9872.449 SH- DODGE & COX INCOME CL I, DODIX 2023-02-13 123465 138119 -14654 -14654 1910.002 SH - DODGE & COX INTERNATL STOCK CL I, DODFX 2023-02-13 88950 79040 9910 9910 1149.811 SH - DODGE & COX STOCK CL I, DODGX 2023-02-13 266371 266924 -553 -553 4185.336 SH - INVESCO DEVELOPING MARKETS Y, ODVYX 2023-02-13 161054 148902 12152 12152 666.000 SH - ISHARES CORE S&P SMALL-CAP E, IJR 2021-05-25 2023-06-27 67683 73685 -6002 -6002 508.000 SH - ISHARES CORE S&P 500ETF, IVV 2019-11-08 2023-02-13 210340 157454 52886 52886 3758.000 SH - ISHARES TR CORE MSCIINTL, IDEV 2023-02-13 228090 211961 16129 16129 1206.000 SH - ISHARES TR MSCI EAFEMIN VL, EFAV 2020-03-05 2023-02-13 79884 85274 -5390 -5390 98.000 SH - ISHARES TR MSCI INTLQUALTY, IQLT 2020-03-05 2023-08-03 3447 2918 529 529 2552.200 SH - JACKSON SQUARE SMID CAP GROWTH INSTL, JSMTX 2023-06-27 44751 86400 -41649 -41649 926.485 SH - JPMORGAN HEDGED EQUITY CLASS I, JHEQX 2020-03-05 2023-08-03 25730 21401 4329 4329 6433.363 SH - MORGAN STANLEY ADVANTAGE CL I, MPAIX 2023-02-13 91418 169347 -77929 -77929 4920.185 SH - PIMCO INCOME FUND INSTITUTIONAL FUND, PIMIX 2023-08-03 51260 57683 -5809 -5809 2254.444 SH - T ROWE PRICE MID CAP VALUE, TRMCX 2023-02-13 71060 78470 -7410 -7410 22927.538 SH - VANGUARD INTERMDIATETERM TREASRY ADMIRAL, VFIUX 2023-02-13 229465 262705 -33240 -33240 1490.307 SH - VERSUS CAPITAL MULTIMNGE REAL EST INC I, VCMIX 2021-05-25 2023-10-27 40464 41595 -1125 -1125 729.130 SH - WCM FOCUSED INTL GROWTH FUND INSTL, WCMIX 2020-03-05 2023-08-03 16025 14397 1628 1628 CAPITAL GAINS DIVIDENDS P 7421 7421 7421 -114197 3230 1815 0 1815 0 1815 0 0 0 0 0 86 1901 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A ELAINE ADLER 2018436464 2667 MARSEILLES DRIVE PALM BEACH GARDENS FL 33410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELAINE ADLER 2667 MARSEILLES DRIVE PALM BEACH GARDENS FL 33410 PRESIDENT 0.00 0 0 0 MARIE ADLER KRAVECAS 2902 RHONE DRIVE PALM BEACH GARDENS FL 33410 VICE PRESIDENT 0.00 0 0 0 WILLIAM ADLER 73 S CENTRAL AVENUE RAMSEY NJ 07446 SECRETARY 0.00 0 0 0 GWEN MARDYKS 3407 SOUTH OCEAN BOULEVARD APT 1B HIGHLAND BEACH FL 33487 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 5453854 206984 0 5660838 0 0 5660838 84913 5575925 278796 278796 1815 1815 276981 0 276981 0 276981 387500 0 387500 276981 0 0 66961 47046 114007 387500 0 0 0 276981 110519 0 0 224526 0 0 0 0 0 0 0 224526 66961 47046 110519 ELAINE ADLER X ARNOLD P GOLD FOUNDATION 619 PALISADE AVENUE 2ND FLOOR ENGLEWOOD CLIFFS NJ 07632 NONE PUBLIC CHARITY TO HELP PHYSICIANS-IN-TRAINING WITH HIGH TECH SKILLS OF CUTTING EDGE MEDICAL SCIENCE AND TECHNOLOGY. 25000 JCC OF NORTHERN NJ 450 WEST NYACK ROAD WEST NYACK NY 10994 NONE PUBLIC CHARITY TO SUPPORT AN ORGANIZATION THAT MAKES LIVE PERFORMING EDUCATION ACCESSIBLE TO ITS DIVERSE COMMUNITY. 6500 JEWISH HOME AT ROCKLEIGH 10 LINK DRIVE ROCKLEIGH NJ 07647 NONE PUBLIC CHARITY TO SUPPORT AN ORGANIZATION THAT PROVIDES AID AND SUPPORT TO JHR,JHRC, JHAL, AND THEIR SUCCESSOR ORGANIZATIONS IN THEIR CHARITABLE EFFORTS FOR SENIORS, THE ELDERLY, AND THE INFIRM IN THE COMMUNITY. 200000 ADLER APHASIA CENTER 60 W HUNTER AVE MAYWOOD NJ 07607 NONE PUBLIC CHARITY TO ENRICH LIVES OF PEOPLE WITH APHASIA, THEIR FAMILIES, AND COMMUNITIES. 106000 THE BLUE SHIELD BLUE CROSS ASSOCIATION 750 9TH ST NW WASHINGTON DC 20001 NONE PUBLIC CHARITY WELFARE 50000 387500 0 14 139890 18 -114197 0 25693 0 25693 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6600 0 0 0 ISHARES TR MSCI INTL QUALITY 134537 156475 BAIRD AGGREGATE BOND FUND INSTL 843910 786025 BAIRD SHORT TERM BD FD INSTL 483710 473076 JPMORGAN HEDGED EQUITY CLASS I 159900 195197 LAZARD GLOBAL LISTED INFRASTRUCTURE 27953 28959 PIMCO INCOME FUND INSTITUTIONAL FUND 229062 207768 VANGUARD INFLATION PROCTED SEC ADM CL 158639 151216 WCM FOCUSED INTL GROWTH FUND INSTL 93797 108049 VERSUS CAPITAL MULTI MNGR REAL EST INC I 88800 82051 VERSUS CAPITAL REAL ASSETS CL I 41444 45183 BERKSHIRE HATHAWAY 243801 1085250 ISHARES CORE S&P TOTAL US STOCK 102612 117752 ISHARES TR MSCI ACWI EX US 297689 309200 ISHARES CORE HIGH DIVIDEND ETF 86995 84244 ISHARES TR MSCI USA QLT FCT 86840 95935 VANGUARD LONG TERM TREASURY ADMIRAL 167263 161535 VANGUARD GNMA ADMIRAL 206648 207639 ISHARES US ETF TRUST GSCI COMMODITY 23907 22262 GQG PARTNERS EMERG MARKETS EQ INSTL 64282 77411 BAIRD MID CAP INSTL CLASS SHS 37996 38969 FULLER & THALER BEHV MID CAP VALUE INSTL 37787 39417 DRIEHAUS EMERGING MKTS GROWTH INSTL 105546 108367 POLEN GROWTH FUND INST'L SHARES 98053 121286 JPMORGAN LARGE CAP GROWTH CLASS I 160668 200785 SCHWAB FUNDAMENTAL INT'L LARGE CO INDEX 272270 289482 SCHWAB FUNDAMENTAL US LARGE CO INDEX 239305 259304 VANGUARD EQUITY INCOME ADMIRAL FD 129937 126073 BASIS ADJUSTMENT 250 INSURANCE 959 0 0 0 FLORIDA ANNUAL REPORT 131 0 0 0 ADVISORY FEES 5802 5802 0 0 BANK FEES 30 0 0 0 FEDERAL TAX 1554 1554 0 0 FOREIGN TAXES 1986 1986 0 0