PERLMUTTER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PERLMUTTER FAMILY FOUNDATION (EIN 13-3423720)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202401359349103690
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T13:14:11-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821640404 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES M STIEGLITZ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 826 ADDISON STREET | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133423720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PERLMUTTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERL | BusinessNameControlTxt |
| Phone | 2126326159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 8TH AVENUE A1 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS PERLMUTTER | PersonNm |
| Person Title | CHAIRMAN OF BOARD | PersonTitleTxt |
| Phone | 2126326516 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOUIS | PersonFirstNm |
| Person Last | PERLMUTTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES STIEGLITZ | PreparerPersonNm |
| PTIN | P01259385 | PTIN |
| Phone | 2126326516 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,135,637 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $603,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,815,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $603,208 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,672 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $646,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $627,727 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,626 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $968 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,593 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $519,792 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $617,134 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $57,927 | CashEOYAmt |
| Cash EOYFMV | $57,927 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,506,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,945,177 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,935,307 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $139,520 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $142,403 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $142,403 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,646,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,145,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,135,637 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,755 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,755 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,625,715 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,145,507 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,625,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,145,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,646,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,145,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,625,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $519,792 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,145,507 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,145,507 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 5,347.594 SHS DOUBLELINE TOTAL RETURN BOND FD | P | 2022-07-01 | $50,000 | $58,849 | -$8,849 | -$8,849 | |
| 5,555.556 SHS PIMPCO TOTAL RETURN | P | 2022-07-01 | $50,000 | $55,167 | -$5,167 | -$5,167 | |
| 18,697.027 SHS EDGEWOOD GROWTH FUND | P | 2023-05-17 | $673,467 | $513,607 | $159,860 | $159,860 | 2018-12-21 |
| 498.523 SHS AKRE FUND INST | P | 2023-05-17 | $25,739 | $22,508 | $3,231 | $3,231 | 2019-12-31 |
| 16,914.759 SHS AKRE FUND INST | P | 2023-05-17 | $873,309 | $562,247 | $311,062 | $311,062 | 2018-12-31 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2022-12-31 | $143,071 | $143,071 | $143,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $603,208 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,578 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,578 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,578 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,879 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,379 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,199 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PERLMUTTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126326159 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 8TH AVENUE NO A1 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11217 | 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS PERLMUTTER | ||||||||
| 39 EAST 79TH STREET | NEW YORK | NY | 10075 | CHAIRMAN OF THE BOARD | 0.00 | $0 | $0 | $0 |
| BARBARA PERLMUTTER | ||||||||
| 39 EAST 79TH STREET | NEW YORK | NY | 10075 | TREAS./DIR | 0.00 | $0 | $0 | $0 |
| KERMIT PERLMUTTER | ||||||||
| 39 EAST 79TH STREET | NEW YORK | NY | 10075 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ERIC PERLMUTTER | ||||||||
| 39 EAST 79TH STREET | NEW YORK | NY | 10075 | V.P. /DIR | 0.00 | $0 | $0 | $0 |
| CHRISTINE PETERSON | ||||||||
| 712 8TH AVENUE APT 4R | BROOKLYN | NY | 11215 | SECRETARY | 5.00 | $5,000 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,972,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,090,907 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,090,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,059,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,578 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,737 | IncomeTaxAmt |
| Total Tax | $12,315 | TotalTaxAmt |
| Distributable Before Adj | $90,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,662 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $97,420 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,334 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $42,703 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,590 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,332 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,076 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $181,035 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,758 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $187,793 | 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 | $46,334 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $141,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,703 | ExcessFromYear4Amt |
| Excess From Year3 | $31,590 | ExcessFromYear3Amt |
| Excess From Year2 | $53,332 | ExcessFromYear2Amt |
| Excess From Year1 | $7,076 | ExcessFromYear1Amt |
| Excess From Current Year | $6,758 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOUIS PERLMUTTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUIS PERLMUTTER - CHAIRMAN OF THE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 EAST 79TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2126326519 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM; DESCRIPTION OF ORGANIZATION AND ITS ACTIVITIES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO ORGANIZATIONS ORGANIZED & OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES PURSUANT TO SEC 501 (C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF WOODTURNERS | |||||||
| 222 LANDMARK CENTER 75 FIFTH STREET | WEST | SAINT PAUL | MN | 55102 | PUBLIC | UNRESTRICTED | $500 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | PUBLIC | UNRESTRICTED | $10,000 | |
| BEND THE ARC | |||||||
| 330 SEVENTH AVENUE SUITE 1900 | NEW YORK | NY | 10001 | PUBLIC | UNRESTRICTED | $1,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET | NEW YORK | NY | 10016 | PUBLIC | UNRESTRICTED | $1,000 | |
| BRANDEIS UNIVERSITY | |||||||
| PO BOX 549110 | WALTHAM | MA | 02454 | PUBLIC | UNRESTRICTED | $1,000 | |
| BREAD FOR THE CITY | |||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 20020 | PUBLIC | UNRESTRICTED | $500 | |
| BROOKFIELD CRAFT CENTER | |||||||
| 286 WHISCONIER ROAD PO BOX 122 | BROOKFIELD | CT | 06804 | PUBLIC | UNRESTRICTED | $1,000 | |
| BRYN MAWR COLLEGE | |||||||
| 101 NORTH MERION AVENUE | BRYN MAWR | PA | 19010 | PUBLIC | UNRESTRICTED | $1,000 | |
| CARINGKIND | |||||||
| 360 LEXINGTON AVENUE 3RD FL | NEW YORK | NY | 10017 | PUBLIC | UNRESTRICTED | $5,000 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PUBLIC | UNRESTRICTED | $1,000 | |
| CHARLEY'S FUND | |||||||
| 635 MAIN STREET SUITE 3 | GREAT BARRINGTON | MA | 01230 | PUBLIC | UNRESTRICTED | $1,500 | |
| COFFEE FOR GOOD | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | PUBLIC | UNRESTRICTED | $1,000 | |
| COLUMBIA UNIVERSITY GRADUATE SCHOOL OF ARTS AND SCIENCES | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PUBLIC | UNRESTRICTED | $1,000 | |
| DANA FARBER CANCER CENTER | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $500 | |
| EAGLE HILL SCHOOL | |||||||
| 45 GLENVILLE ROAD | GREENWICH | CT | 06831 | PUBLIC | UNRESTRICTED | $1,000 | |
| EL EDUCATION | |||||||
| 247 WEST 35TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | PUBLIC | UNRESTRICTED | $1,000 | |
| FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | PUBLIC | UNRESTRICTED | $2,000 | |
| HEBREW ACADEMY OF THE FIVE TOWNS | |||||||
| 389 CENTRAL AVE | LAWRENCE | NY | 11559 | PUBLIC | UNRESTRICTED | $10,000 | |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | |||||||
| 1129 20TH STREET NW 4TH FLOOR | WASHINGTON | DC | 20036 | PUBLIC | UNRESTRICTED | $1,000 | |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | PUBLIC | UNRESTRICTED | $1,500 | |
| MARK TWAIN LIBRARY | |||||||
| PO BOX 1009 | REDDING | CT | 06875 | PUBLIC | UNRESTRICTED | $1,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PUBLIC | UNRESTRICTED | $2,500 | |
| MOTE MARINE LABORATORY AND AQUARIUM | |||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | PUBLIC | UNRESTRICTED | $500 | |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 65 MITCHELL BLVD SUITE 200-B | SAN RAFAEL | CA | 94903 | PUBLIC | UNRESTRICTED | $1,000 | |
| NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM | |||||||
| 200 LIBERTY STREET 16TH FLOOR | NEW YORK | NY | 10281 | PUBLIC | UNRESTRICTED | $1,000 | |
| NEW YORK PRESBYTERIAN FUND | |||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | PUBLIC | UNRESTRICTED | $10,000 | |
| NEW YORK SOCIETY LIBRARY | |||||||
| 53 EAST 79TH STREET | NEW YORK | NY | 10075 | PUBLIC | UNRESTRICTED | $250 | |
| NEW YORK UNIVERSITY STERN SCHOOL OF BUSINESS | |||||||
| 115 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 10003 | PUBLIC | UNRESTRICTED | $1,000 | |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | PUBLIC | UNRESTRICTED | $1,500 | |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 10017 | PUBLIC | UNRESTRICTED | $1,000 | |
| SIPS AND KICKS FOUNDATION | |||||||
| 8 JEWETT AVENUE | TENAFLY | NJ | 07670 | PUBLIC | UNRESTRICTED | $3,000 | |
| SMITH COLLEGE | |||||||
| 33 ELM STREET | NORTHAMPTON | MA | 01063 | PUBLIC | UNRESTRICTED | $1,000 | |
| THE ALDRICH CONTEMPORARY ART MUSEUM | |||||||
| 258 MAIN STREET | RIDGEFIELD | CT | 06877 | PUBLIC | UNRESTRICTED | $1,000 | |
| THE FOUNDATION FOR THE CITY COLLEGE | |||||||
| 160 CONVENT AVENUE SHEPARD HALL | NEW YORK | NY | 10031 | PUBLIC | UNRESTRICTED | $5,000 | |
| THE LARCHMONT VOLUNTEER AMBULANCE CORPS | |||||||
| 155 WEAVER STREET | LARCHMONT | NY | 10538 | PUBLIC | UNRESTRICTED | $500 | |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PUBLIC | UNRESTRICTED | $1,000 | |
| THE OPPORTUNITY NETWORK | |||||||
| 374 WEST 116TH STREET SUITE 4B | NEW YORK | NY | 10026 | PUBLIC | UNRESTRICTED | $1,500 | |
| THE RIDGEFIELD PLAYHOUSE | |||||||
| 80 EAST RIDGE AVENUE | RIDGEFIELD | CT | 06877 | PUBLIC | UNRESTRICTED | $1,000 | |
| THE VILLAGE OF LARCHMONT FIRE DEPARTMENT | |||||||
| 120 LARCHMONT AVENUE | LARCHMONT | NY | 10538 | PUBLIC | UNRESTRICTED | $500 | |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLIC | UNRESTRICTED | $5,000 | |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M STREET NW SUITE 200 | WASHINGTON | DC | 20036 | PUBLIC | UNRESTRICTED | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,519 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $18,672 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $603,208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $646,399 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $646,399 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FD | $359,140 | $325,879 |
| PIMCO TOTAL RETURN CLASS A | $350,432 | $324,657 |
| ISHARES TR MSCI ACWI EX US ETF | $585,182 | $584,389 |
| SPDR S&P 500 ETF | $650,423 | $700,382 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WINDROSE - FB LENDING POOL IV LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $142,403 | BookValueAmt |
| EOYFMV | $142,403 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,626 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK STATE FILING FEE | $500 | $0 | $500 |
| ANNUAL NOTICE | $170 | $0 | $170 |
| BANK FEE & INVESTMENT EXPENSES | $10,593 | $10,593 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WINDROSE ADVISORS LENDING POOL IV | Desc |
| Revenue And Expenses Per Books | $18,672 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,672 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $20,755 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $537 | $0 | $0 |
| NEW YORK STATE | $431 | $0 | $0 |