LAURA & ISAAC PERLMUTTER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAURA & ISAAC PERLMUTTER FOUNDATION INC (EIN 65-0742318)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-12
- IRS object ID
- 202521639349100012
- Schema version
- 2024v5.1
- 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
- Schedule B
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-12T09:43:54-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850808945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDGRAB CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 STAUDERMAN AVENUE | AddressLine1Txt |
| City | LYNBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 5618940557 | 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 | 5618940557 | PhoneNum |
| Signature | 2025-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | STEVEN GOLDGRAB | PreparerPersonNm |
| PTIN | P01635145 | PTIN |
| Phone | 5169087770 | PhoneNum |
| Preparation | 2025-06-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,848,123 | 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 | $1,050,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,484,314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,484,314 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $240,704 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,704 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,328,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,760,153 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,328,440 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,103,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,053,458 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $450,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $450,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $104,953 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $104,953 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,240,317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,795,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $554,953 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,336,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,336,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,131,970 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,891,653 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,971,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,052,232 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,872 | CashBOYAmt |
| Cash EOY | $49,743 | CashEOYAmt |
| Cash EOYFMV | $49,743 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $398,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,492 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $70,758,888 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $70,758,888 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $63,203,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $63,647,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,848,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,848,123 | 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 | $63,647,922 | RetainedEarningBOYAmt |
| Retained Earning EOY | $70,848,123 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,647,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,848,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,647,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,848,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,647,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,971,488 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $130,619,410 | SubtotalAmt |
| Other Decreases | $59,771,287 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,848,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WALT DISNEY 700,000 SHS | PropertyDesc |
| Acquired | 2003-09-15 | AcquiredDt |
| Sold | 2024-03-15 | SoldDt |
| Gross Sales Price | $73,760,153 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $3,431,713 | CostOrOtherBasisAmt |
| Gain Or Loss | $70,328,440 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $70,328,440 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,328,440 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,001,526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,001,526 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,001,526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,428 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,163,428 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $55,118 | EsPenaltyAmt |
| Overpayment | $106,784 | OverpaymentAmt |
| Applied To ES Tax | $106,784 | 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 | JOHN TURITZIN ESQ | IndividualWithBooksNm |
| Phone | 5618940557 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 WESTWAY ROAD | AddressLine1Txt |
| City | SOUTHPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068901452 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 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 | $73,819,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $939,601 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,759,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,759,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,121,392 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,638,057 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,681,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,681,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,001,526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,001,526 | TotalTaxAmt |
| Distributable Before Adj | $2,680,377 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,680,377 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,680,377 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,891,653 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,891,653 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,680,377 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $228,459 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $228,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,891,653 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,680,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,211,276 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,439,735 | 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 | $1,439,735 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $228,459 | ExcessFromYear1Amt |
| Excess From Current Year | $1,211,276 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YESHIVA UNIVERSITY - CARDOZO LAW | |||||||
| 55 FIFTH AVENUE | NEW YORK | NY | 10003 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $1,100,000 |
| UNITED WAY OF PALM BEACH | |||||||
| 44 COCANUT ROW M201 | PALM BEACH | FL | 33480 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $50,000 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIZ | AZ | 85044 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $100,000 |
| NYU LANGONE HEALTH | |||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $125,000 |
| MORSE LIFE FOUNDATION | |||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $5,000 |
| HOW HEARING THE OVARIAN CANCER WHISPER | |||||||
| PO BOX 3504 | JUNIPER | FL | 33469 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $5,000 |
| THE BRUCE & MARSHA MOSKOWITZ FOUNDATION | |||||||
| 225 LIST ROAD | PALM BEACH | FL | 33480 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $50,000 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 WEST 44TH ST | NEW YORK | NY | 10036 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $10,000 |
| HOSPITAL SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $60,000 |
| OCEAN RESCUE ALLIANCE INTERNATION | |||||||
| 5213 ADMIRAL POINTE DR | APOLLO BEACH | FL | 33572 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $10,000 |
| WE ARE FAMILY | |||||||
| 1801 REYNOLDS AVE UNIT B | N CHARLESTON | SC | 29405 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $5,000 |
| BAPTIST HEALTH FOUNDATION | |||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $25,000 |
| HEALTH CORPS INC | |||||||
| PO BOX 371 | NEW YORK | NY | 10276 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $10,000 |
| THE MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $10,000 |
| US COAST GUARD ACADEMY ALUMNI ASSOCIATION - ANGELA CHAO MEMORIAL FUND | |||||||
| 47 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $5,000 |
| COURTS OF DREAMS | |||||||
| 401 EAST 60TH STREET | NEW YORK | NY | 10022 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $1,000 |
| REGENERATIVE SPORTSCARE INSTITUTE | |||||||
| 62 E 88TH STREET | NEW YORK | NY | 10128 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $25,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $5,000 |
| FOUNDATION TO COMBAT ANTISEMITISM | |||||||
| ONE PATRIOT PLACE | FOXBOROUGH | MA | 02035 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $1,000,000 |
| UCLA DEVELOPMENT (NEUROLOGY) TOM SHERAK MS HOPE FOUNDATION FUND | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $5,000 |
| FRIENDS OF IR DAVID INC | |||||||
| 99 WALL STREET 5277 | NEW YORK | NY | 10005 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $50,000 |
| WE ARE FAMILY | |||||||
| 1801 REYNOLDS AVE UNIT B | N CHARLESTON | SC | 29405 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $10,000 |
| THE PALM BEACH POLICE & FIRE FOUNDATION | |||||||
| 139 N COUNTRY ROAD SUITE 26 | PALM BEACH | FL | 33480 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $10,000 |
| AFIKIM- USA | |||||||
| 1715 51ST STREET | BROOKLYN | NY | 11204 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $500 |
| BIG DOG RANCH RESCUE | |||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE GROVES | FL | 33470 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $10,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $100 |
| MASS GENERAL DEVELOPMENT OFFICE | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $25,000 |
| TRI-COUNTY ANIMAL RESCUE | |||||||
| 21287 BOCA RIO ROAD | BOCA RATON | FL | 33433 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $100 |
| FOUNDATION TO COMBAT ANTISEMITISM | |||||||
| ONE PATRIOT PLACE | FOXBOROUGH | MA | 02035 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $500,000 |
| MOHAWK VALLEY HEALTH SYSTEM | |||||||
| 1676 SUNSET AVE | UTICA | NY | 13502 | N/A | NONPROFIT PUBLIC CHA | GENERAL OPERATING | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,336,700 | 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 | $1,484,314 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,704 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,328,440 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,053,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,053,458 | 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 | $1,050,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $70,758,888 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $70,758,888 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $104,953 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $104,953 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX BASIS DIFFERENCE IN COST BASIS | Desc |
| Amt | $59,771,287 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CITIBANK CUSTODY FEES | $1,226 | $1,226 | $0 | $0 |
| TRIAN DISNEY PROXY | $2,239,091 | $0 | $0 | $0 |