LAURA & ISAAC PERLMUTTER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LAURA & ISAAC PERLMUTTER FOUNDATION INC (EIN 65-0742318)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-03
- IRS object ID
- 202240629349100209
- Schema version
- 2021v4.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-03T09:42:43-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-03-02 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEAL J NISSEL | PreparerPersonNm |
| PTIN | P00019790 | PTIN |
| Phone | 5165691610 | PhoneNum |
| Preparation | 2022-03-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $110,759,834 | 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 |
| Interest On Sav Rev And Expnss | $16,684 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,684 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,684 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $550,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $137,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $412,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,788 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,788 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,136 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $579,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $436,349 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $382,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $382,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $962,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $818,682 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$945,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149,401 | CashBOYAmt |
| Cash EOY | $49,119 | CashEOYAmt |
| Cash EOYFMV | $49,119 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,133,067 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,287,715 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,287,715 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $126,826,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $108,423,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,423,000 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $130,108,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,759,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,759,834 | 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 | $130,108,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $110,759,834 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,108,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $110,759,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,108,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $110,759,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,108,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$945,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $129,162,834 | SubtotalAmt |
| Other Decreases | $18,403,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $110,759,834 | 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 | 0 | 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 | $550,000 | $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 | $550,000 | 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 | $121,188,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,795,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $123,984,131 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $123,984,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,859,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,124,369 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,106,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,106,218 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $6,106,218 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,106,218 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,106,218 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $818,682 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $818,682 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,106,218 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,962,445 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $3,839,010 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,939,629 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,741,084 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $818,682 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $818,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,287,536 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,287,536 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,453,548 | 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 | $2,453,548 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $513,919 | ExcessFromYear2Amt |
| Excess From Year1 | $1,939,629 | ExcessFromYear1Amt |
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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BABTIST HEALTH SOUTH FLORIDA FOUNDATION INC | |||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $25,000 |
| CHABAD LUBAVITCH OF ROCKFORD NFP | |||||||
| 5180 GUILFORD ROAD | ROCKFORD | IL | 61107 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $25,000 |
| CURETIVITY FOUNDATION | |||||||
| 23 OLD KINGS HIGHWAY SOUTH | DARIEN | CT | 06820 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $25,000 |
| 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 |
| NYU LANGONE HEALTH | |||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $101,350 |
| PROMISE FUND OF FLORIDA INC | |||||||
| 340 ROYAL POINCIANA WAY | PALM BEACH | FL | 33480 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,000 |
| SALVATION ARMY | |||||||
| 2100 PALM BEACH LAKES BOULEVARD | WEST PALM BEACH | FL | 33409 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $94,983 |
| THE BRUCE AND MARSHA MOSKOWITZ FOUNDATION | |||||||
| 225 LIST ROAD | PALM BEACH | FL | 33480 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $100,000 |
| THE MARION AND AARON GURAL JCC INC | |||||||
| 207 GROVE AVENUE | CEDARHURST | NY | 11516 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $382,333 | 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 | $16,684 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,684 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,684 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC TRADED SECURITIES | StockNm |
| EOY Book Value | $108,423,000 | EOYBookValueAmt |
| EOYFMV | $108,423,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARNOLD PORTER KAYE SCHOLER | $13,820 | $0 | $13,820 |
| SIMPSON THACHER | $9,968 | $0 | $9,968 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT IN PUBLICLY TRADED STOCK | Desc |
| Amt | $18,403,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $61 | $0 | $61 |
| INVESTMENT FEES | $6,136 | $6,136 | $0 |