The@rita And Jeffrey Adler Charitable Foundation
- Assets
- $7.2m
- Revenue
- $1.5m
- Investments
- $7.1m
- Employees
- 0
- Location
- Winter Park, FL
- Founding
- 09/2000
- Data as of
- 12/2021
- EIN
- 59-7177100
Organization Overview
The@rita And Jeffrey Adler Charitable Foundation is located in Winter Park, FL. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. The@rita And Jeffrey Adler Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, The@rita And Jeffrey Adler Charitable Foundation generated $1.5m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 9.8% each year. All expenses for the organization totaled $529.7k during the year ending 12/2021. While expenses have increased by 10.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, The@rita And Jeffrey Adler Charitable Foundation has awarded 221 individual grants totaling $1,817,740. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rita N Adler Trustee | 3 | $0 | |
Jeffrey A Adler Trustee | 1.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $94,681 |
| Interest on Savings | $140 |
| Dividends & Interest | $137,226 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,201,998 |
| Capital Gain Net Income | $1,201,998 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $42,812 |
| Total Revenue | $1,476,857 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $20,337 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $17,961 |
| Total operating and administrative expenses | $72,553 |
| Contributions, gifts, grants paid | $457,150 |
| Total expenses and disbursements | $529,703 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $110,790 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,165,758 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $7,248,680 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $3,000 |
| Total liabilities | $3,000 |
Grants Awarded
Over the last fiscal year, The@rita And Jeffrey Adler Charitable Foundation has awarded $457,150 in support to 32 organizations.
| Grant Recipient | Amount |
|---|---|
ADVENT HEALTH FOUNDATION PURPOSE: GENERAL OPERATING FUND.NONCASH DISBURSEMENT SUPPLEMENTARY INFORMATION:513 SHARES OF APPLE INC & 566 SHARES OF MARRIOTT INTERNATIONAL INCBOOK VALUE: $3,179.00METHOD USED TO DETERMINE THE BOOK VALUE: MONTHLY STATEMENTSMETHOD USED TO DETERMINE THE FAIR MARKET VALUE: MONTHLY STATEMENTSDATE OF GIFT: 12/21/21 | $178,353 |
Aspen, CO PURPOSE: GENERAL OPERATING FUND | $56,000 |
Orlando, FL PURPOSE: TO BE AN INSPIRATIONAL PLACE WHERE PEOPLE LOVE TO BE. THIS IS REALIZED THROUGH THE VISION OF "ARTS FOR EVERYDAY LIFE".NONCASH DISBURSEMENT SUPPLEMENTARY INFORMATION:118 SHARES OF APPLE INC & 129 SHARES OF MARRIOTT INTERNATIONAL INCBOOK VALUE: $726.00METHOD USED TO DETERMINE THE BOOK VALUE: MONTHLY STATEMENTSMETHOD USED TO DETERMINE THE FAIR MARKET VALUE: MONTHLY STATEMENTSDATE OF GIFT: 12/21/21 | $40,836 |
Maitland, FL PURPOSE: TO BUILD COMMUNITY, STRENGTHEN FAMILY LIFE, AND PROMOTE JEWISH VALUES.NONCASH DISBURSEMENT SUPPLEMENTARY INFORMATION:80 SHARES OF APPLE INC & 89 SHARES OF MARRIOTT INTERNATIONAL INCBOOK VALUE: $499.00METHOD USED TO DETERMINE THE BOOK VALUE: MONTHLY STATEMENTSMETHOD USED TO DETERMINE THE FAIR MARKET VALUE: MONTHLY STATEMENTSDATE OF GIFT: 12/21/21 | $27,930 |
MOUNT SINAI HEALTH SYSTEM PURPOSE: GENERAL OPERATING FUND | $25,000 |
CONGREGATION OHEV SHALOM PURPOSE: GENERAL OPERATING FUND | $23,201 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Arthur M Blank Family Foundation Atlanta, GA | $365,187,486 | $84,889,977 |
The Frederick A Deluca Foundation Inc Pompano Beach, FL | $724,648,898 | $109,039,821 |
Ted Arison Family Found Aventura, FL | $489,424,665 | $63,628,275 |
Arison Arts Foundation Coral Gables, FL | $423,071,215 | $88,937,143 |
Poses Family Foundation Miami Beach, FL | $501,022,398 | $55,408,716 |
Jim Moran Foundation Inc Deerfield Beach, FL | $191,270,194 | $47,763,594 |
John Bulow Campbell Foundation Atlanta, GA | $793,659,742 | $103,345,098 |
Kovner Foundation Jupiter, FL | $0 | $19,441,586 |
Naples Children And Education Naples, FL | $64,560,487 | $12,642,425 |
Pentecost Foundation Bradenton, FL | $91,770,712 | $23,508,587 |
The Henry W Grady Health System Foundation Inc Atlanta, GA | $41,862,389 | $12,481,516 |
Micky And Madeleine Arison Family Foundation Coral Gables, FL | $232,510,515 | $23,555,348 |