LAURA & ISAAC PERLMUTTER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LAURA & ISAAC PERLMUTTER FOUNDATION INC (EIN 65-0742318)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-15
- IRS object ID
- 202131059349100713
- Schema version
- 2020v4.1
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-15T09:20:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-04-09 | 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 | 2021-04-09 | 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 | 2020 | 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 | $130,108,468 | 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 | $12,679,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $54,494 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,494 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $528,000 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $528,000 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,261,994 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $582,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $425,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $106,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $318,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,242 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $40,242 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,108 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,628 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,438 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $190 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $478,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $369,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,572,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,572,156 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,051,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,941,446 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,210,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $472,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $199,578 | CashBOYAmt |
| Cash EOY | $149,401 | CashEOYAmt |
| Cash EOYFMV | $149,401 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,559,531 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,133,067 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,133,067 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $86,778,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $126,826,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $126,826,000 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $95,537,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,108,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,108,468 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,001 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,001 | 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 | $95,529,108 | RetainedEarningBOYAmt |
| Retained Earning EOY | $130,108,468 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,529,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,108,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,537,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,108,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,529,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,210,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,368,500 | OtherIncreasesAmt |
| Subtotal | $130,108,468 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $130,108,468 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,572 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,572 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,572 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | 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 | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| 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 | $425,000 | $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 | $425,000 | 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 | $78,029,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,359,222 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,388,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $81,388,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,220,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,167,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,008,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,008,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,572 | TotalTaxAmt |
| Distributable Before Adj | $4,001,817 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,001,817 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,001,817 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,941,446 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,941,446 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,941,446 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,001,817 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,720,805 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,962,445 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,839,010 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,522,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,941,446 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,001,817 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,939,629 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,461,889 | 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 | $1,720,805 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,741,084 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,962,445 | ExcessFromYear3Amt |
| Excess From Year1 | $3,839,010 | ExcessFromYear1Amt |
| Excess From Current Year | $1,939,629 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLEXIT FOUNDATION | |||||||
| 888 17TH STREET NW SUITE 810 | WASHINGTON | DC | 20006 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $150,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $5,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $500 |
| HEALTHY AQUATICS MARINE INSTITUTE OF FLORIDA | |||||||
| 520 24TH STREET | WEST PALM BEACH | FL | 33407 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $10,000 |
| HOSPITAL SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $11,519 |
| HOW-HEARING THE OVARIAN CANCER WHISPER | |||||||
| PO BOX 3504 | JUNIPER | FL | 33469 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,000 |
| KRAVIS CENTER | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $5,000 |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 301439 | HOUSTON | TX | 77230 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $50,000 |
| MONTEFIORE HOSPITAL | |||||||
| 3325 BAINBRIDGE AVE | BRONX | NY | 10467 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $8,766 |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| ONE GUSTAVE LEVY PLACE | NEW YORK | NY | 10029 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $5,982 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 850 THIRD AVE | NEW YORK | NY | 10022 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $11,965 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 25 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $4,986,985 |
| PALM BEACH COUNTY FOOD BANK | |||||||
| 525 GATOR DRIVE | LANTANA | FL | 33462 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $46,343 |
| SALVATION ARMY | |||||||
| 2100 PALM BEACH LAKES BOULEVARD | WEST PALM BEACH | FL | 33409 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $179,096 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,572,156 | 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 | $54,494 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $528,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $582,494 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $582,494 | 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 | $12,679,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100,000 SHARES OF THE WALT DISNEY COMPANY COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $12,679,500 | FairMarketValueAmt |
| Received | 2020-08-05 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC TRADED SECURITIES | StockNm |
| EOY Book Value | $126,826,000 | EOYBookValueAmt |
| EOYFMV | $126,826,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ARNOLD PORTER KAYE SCHOLER | CategoryTxt |
| Legal Fees | $40,242 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,242 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $190 | $0 | $190 |
| INVESTMENT FEES | $3,438 | $3,438 | $0 |
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 | $27,368,500 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCHANGE DUE TO OFFICER | Desc |
| BOY Book Value | $8,001 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $10,108 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,108 | DisbursementsCharitablePrpsAmt |