LAURA & ISAAC PERLMUTTER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAURA & ISAAC PERLMUTTER FOUNDATION INC (EIN 65-0742318)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202441309349102204
- Schema version
- 2023v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T10:52:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 116223479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEAL J NISSEL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 BARBERRY LANE | AddressLine1Txt |
| City | WOODSBURGH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650742318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAURA & ISAAC PERLMUTTER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 5165691610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1028 | AddressLine1Txt |
| City | LAKE WORTH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33460 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISAAC PERLMUTTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5165691610 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ISAAC | PersonFirstNm |
| Person Last | PERLMUTTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | NEAL J NISSEL | PreparerPersonNm |
| PTIN | P00019790 | PTIN |
| Phone | 5165691610 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2023 | 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 | $63,647,922 | 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 | $3,150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57,079 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,079 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,207,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,079 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $450,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $135,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $315,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $46,195 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $46,195 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$2,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,216 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$5,239 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $494,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,216 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $355,956 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,714,506 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,714,506 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,208,678 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,216 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,070,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,001,599 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,791 | CashBOYAmt |
| Cash EOY | $46,872 | CashEOYAmt |
| Cash EOYFMV | $46,872 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,381,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $398,050 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $398,050 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $60,816,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,203,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,203,000 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $62,262,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,647,922 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,647,922 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $62,262,521 | RetainedEarningBOYAmt |
| Retained Earning EOY | $63,647,922 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,262,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,647,922 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,262,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,647,922 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,262,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,001,599 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,387,000 | OtherIncreasesAmt |
| Subtotal | $63,647,922 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,647,922 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,428 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,428 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,428 | OverpaymentAmt |
| Applied To ES Tax | $13,428 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | THEPERLMUTTERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | NEAL J NISSEL CPA | IndividualWithBooksNm |
| Phone | 5165691610 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 BARBERRY LANE | AddressLine1Txt |
| City | WOODSBURGH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ISAAC PERLMUTTER | ||||||||
| PO BOX 1028 | LAKE WORTH | FL | 33460 | PRESIDENT - DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURA PERLMUTTER | ||||||||
| PO BOX 1028 | LAKE WORTH | FL | 33460 | VICE PRESIDENT - DIRECTOR | 1.00 | $0 | $0 | $0 |
| NEAL J NISSEL | ||||||||
| 835 BARBERRY LANE | WOODSBURGH | NY | 11598 | TREASURER - DIRECTOR | 20.00 | $450,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEAL J NISSEL CPA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 BARBERRY LANE | AddressLine1Txt |
| City | WOODSBURGH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CHARITY PLANNING INVESTIGATIVE ANALYSIS INVESTMENT ANALYSIS & PLANNING | ServiceTypeTxt |
| Compensation | $450,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $64,333,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,127,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,461,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,461,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $981,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,479,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,223,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,223,968 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $3,223,968 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,223,968 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,223,968 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,070,462 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,070,462 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,223,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $618,035 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,070,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $618,035 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,223,968 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $228,459 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $228,459 | 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 | $228,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $228,459 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ISAAC PERLMUTTER | ContributingManagerNm |
| Contributing Manager | LAURA PERLMUTTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36 STREET | NEW YORK | NY | 10018 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $200,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $200 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $15,000 |
| COURT OF DREAMS FOUNDATION | |||||||
| 401 EAST 60 STREET | NEW YORK | NY | 10022 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,800 |
| CURETIVITY FOUNDATION | |||||||
| 23 OLD KINGS HIGHWAY SOUTH | DARIEN | CT | 06820 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $25,000 |
| EPILEPSY FOUNDATION | |||||||
| 5777 W CENTURY BLVD | LOS ANGELES | CA | 90045 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,800 |
| FRIENDS OF IDF-ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,000 |
| FRIENDS OF IR DAVID INC | |||||||
| 99 WALL STREET | NEW YORK | NY | 10005 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITYTO ASSIST NONPROFIT PURPOSE OF CHARITY | $50,000 |
| FRIENDS OF MORSE LIFE | |||||||
| 4920 LORING DRIVE | WEST PALM BEACH | FL | 33417 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $50,000 |
| FRIENDS OF UNITED HATZALAH INC | |||||||
| 442 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $200,000 |
| GRACE WAY VILLAGE INC | |||||||
| 1780 HARTMAN ROAD | FORT PIERCE | FL | 34947 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $10,000 |
| HOW HEARING THE OVARIAN CANCER WHISPER | |||||||
| PO BOX 3504 | JUNIPER | FL | 33469 | NONE | TO ASSIST NONPROFIT | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $5,000 |
| HEALTHY AQUATICS MARINE INSTITUTE OF FLORIDA | |||||||
| 520 24TH STREET | WEST PALM BEACH | FL | 33407 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $5,000 |
| HOSPITAL SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $50,000 |
| JDRF-JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| PO BOX 5021 | HAGERSTOWN | MD | 21741 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $250 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE | WEST PALM BEACH | FL | 33409 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $250 |
| NYU LANGONE HEALTH | |||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $152,500 |
| PALM BEACH SYNAGOGUE | |||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $10,000 |
| PAN-MASSACHUSETTS CHALLENGE INC | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $5,000 |
| THE BRUCE AND MARSHA MOSKOWITZ FOUNDATION | |||||||
| 225 LIST ROAD | PALM BEACH | FL | 33480 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $50,000 |
| TRI-COUNTY ANIMAL RESCUE | |||||||
| 21287 BOCA RIO ROAD | BOCA RATON | FL | 33433 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $200 |
| TURNING POINT USA | |||||||
| 4940 EAT BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $50,000 |
| YESHIVA UNIVERSITY-CARDOZO LAW | |||||||
| 55 FIFTH AVENUE | NEW YORK | NY | 10003 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $2,831,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,714,506 | 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 | $57,079 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,079 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,079 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ISAAC AND LAURA PERLMUTTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1028 | AddressLine1Txt |
| City | LAKE WORTH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC TRADED SECURITIES | StockNm |
| EOY Book Value | $63,203,000 | EOYBookValueAmt |
| EOYFMV | $63,203,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HOLLAND & KNIGHT | $4,195 | $0 | $4,195 |
| JOHN TURITZIN | $42,000 | $0 | $42,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $61 | $0 | $61 |
| INVESTMENT FEES | $3,216 | $3,216 | $0 |
| BANK CHARGES - REVERSAL CREDIT | -$5,300 | $0 | -$5,300 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT IN PUBLICLY TRADED STOCK | Desc |
| Amt | $2,387,000 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ISAAC PERLMUTTER | |||
| PO BOX 1028 | LAKE WORTH | FL | 33460 |
| LAURA PERLMUTTER | |||
| PO BOX 1028 | LAKE WORTH | FL | 33460 |