Nonprofit · EIN 59-7177100
THE@RITA AND JEFFREY ADLER CHARITABLE FOUNDATION
Also known as ADLER JEFFREY ET AL TTEE
Tax-exempt · WINTER PARK, FL 32789
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $717,157 | $551,251 | $165,906 | $6,491,507 | $1,000 | $6,490,507 |
| December 31, 2023 | 990-PF | $577,456 | $531,604 | $45,852 | $6,686,933 | $27,000 | $6,659,933 |
| December 31, 2022 | 990-PF | -$161,829 | $504,665 | -$666,494 | $6,753,521 | $32,373 | $6,721,148 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $504,103
- Dividends
- $204,447
- Interest
- $9,395
- Net gain from sales of assets
- -$1,209
- Other income
- $421
Expenses
- Grants and similar amounts paid
- $451,908
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $475,983
- Excise tax on investment income
- $1,974
Balance sheet and other
- Total assets, start of year
- $6,686,933
- Total assets, end of year
- $6,491,507
- Total liabilities, end of year
- $1,000
- Net assets, end of year
- $6,490,507
- Fair market value of assets
- $9,417,089
- Qualifying distributions
- $475,983
- Net investment income
- $214,263
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RITA N ADLER 1301 ALBERTA DRIVE, WINTER PARK, FL 32789 | TRUSTEE | 3 | $0 |
| JEFFREY A ADLER 1301 ALBERTA DRIVE, WINTER PARK, FL 32789 | TRUSTEE | 1.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RITA N ADLER 1301 ALBERTA DRIVE, WINTER PARK, FL 32789 | TRUSTEE | 3 | $0 |
| JEFFREY A ADLER 1301 ALBERTA DRIVE, WINTER PARK, FL 32789 | TRUSTEE | 1.5 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RITA N ADLER 1301 ALBERTA DRIVE, WINTER PARK, FL 32789 | TRUSTEE | 3 | $0 |
| JEFFREY A ADLER 1301 ALBERTA DRIVE, WINTER PARK, FL 32789 | TRUSTEE | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1301 ALBERTA DR, WINTER PARK, FL 32789-3900
- Signed the 990-PF
- RITA N ADLER, TRUSTEE
- Phone
- (407) 629-7902
- Return prepared by
- CBIZ ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-7177100
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,491,507
- Income (IRS master file)
- $963,339
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $717,157 | $551,251 | $6,491,507 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $577,456 | $531,604 | $6,686,933 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | -$161,829 | $504,665 | $6,753,521 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-7177100).
Questions about THE@RITA AND JEFFREY ADLER CHARITABLE FOUNDATION
- What is the EIN of THE@RITA AND JEFFREY ADLER CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE@RITA AND JEFFREY ADLER CHARITABLE FOUNDATION is 59-7177100.
- Is THE@RITA AND JEFFREY ADLER CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THE@RITA AND JEFFREY ADLER CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE@RITA AND JEFFREY ADLER CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE@RITA AND JEFFREY ADLER CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE@RITA AND JEFFREY ADLER CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE@RITA AND JEFFREY ADLER CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE@RITA AND JEFFREY ADLER CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $717,157, expenses of $551,251 and total assets of $6,491,507 at year end.
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