PERLMUTTER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PERLMUTTER FAMILY FOUNDATION (EIN 13-3423720)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-03
- IRS object ID
- 202000349349100205
- Schema version
- 2018v3.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-03T12:48:46-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821640404 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES M STIEGLITZ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 826 ADDISON STREET | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133423720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PERLMUTTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERL | BusinessNameControlTxt |
| Phone | 2126326159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 42ND ST 14TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS PERLMUTTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126326159 | PhoneNum |
| Signature | 2020-02-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES STIEGLITZ | PreparerPersonNm |
| PTIN | P01259385 | PTIN |
| Phone | 2126326516 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $2,191,271 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $81,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $802,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,486,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,015,531 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $883,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,096,606 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,113 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $762 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $762 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,030 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,036 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,911 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $410 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,911 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $739,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,091,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,754 | SavAndTempCashInvstBOYAmt |
| Rcvbl From Officers BOY | $14,702 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $14,902 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $14,902 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $482,528 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,364,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,719,884 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $300,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $273,428 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $263,518 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $197,540 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $192,967 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $192,967 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,080,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,845,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,191,271 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,913 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,913 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,080,524 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,820,067 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,080,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,820,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,080,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,845,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,080,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $739,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,820,067 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,820,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6,000 SHS ALTRIA GROUP INC. | P | 1987-02-05 | 2018-12-21 | $294,837 | $10,355 | $284,482 | $284,482 |
| 1,772 SHS MONDELEZ INT'L INC | P | 2007-04-09 | 2018-12-21 | $72,502 | $2,005 | $70,497 | $70,497 |
| 5,000 SHS PHILIP MORRIS INT'L | P | 1987-02-05 | 2018-12-21 | $347,048 | $19,664 | $327,384 | $327,384 |
| 3,637 SHS PROCTOR AND GAMBLE CO. | P | 1987-10-20 | 2018-12-21 | $335,149 | $11,723 | $323,426 | $323,426 |
| 2,849.003 SHS DOUBLELINE TOTAL RETURN BOND FD. | P | 2016-06-20 | 2019-04-29 | $30,000 | $31,054 | -$1,054 | -$1,054 |
| 11,087.206 SHS. ARTISAN GLOBAL OPPORTUNITIES FD. | P | 2016-06-20 | 2018-12-21 | $232,610 | $225,846 | $6,764 | $6,764 |
| 2,275.910 SHS. EDGEWOOD GROWTH FD. | P | 2018-12-21 | 2018-12-28 | $65,000 | $62,519 | $2,481 | $2,481 |
| 1,887.888 SHS AKRE FOCUS FD. | P | 2018-12-21 | 2018-12-28 | $64,350 | $62,754 | $1,596 | $1,596 |
| 4,536.29 SHS PIMCO TOTAL RETURN | P | 2018-12-21 | 2018-12-28 | $45,000 | $45,045 | -$45 | -$45 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,015,531 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $151,675 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,216,216 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068439 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $143,345 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,305,851 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062166 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $109,521 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,996,840 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054847 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $133,055 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,152,234 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061822 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $107,988 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,046,679 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052763 | DistributionYr5Rt |
| Total Distribution | 0.300037 | TotalDistributionRt |
| Average Distribution | 0.060007 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,067,976 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $124,093 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,917 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $135,010 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,185 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,917 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,917 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,883 | OverpaymentAmt |
| Applied To ES Tax | $5,883 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PERLMUTTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126326159 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 42ND ST 14TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOUIS PERLMUTTER | ||||||||
| 39 EAST 79TH STREET | NEW YORK | NY | 10075 | PRES./DIR. | 0.00 | $0 | $0 | $0 |
| BARBARA PERLMUTTER | ||||||||
| 39 EAST 79TH STREET | NEW YORK | NY | 10075 | SEC.-TREAS./DIR | 0.00 | $0 | $0 | $0 |
| KERMIT PERLMUTTER | ||||||||
| 39 EAST 79TH STREET | NEW YORK | NY | 10075 | V.P. /DIR | 0.00 | $0 | $0 | $0 |
| ERIC PERLMUTTER | ||||||||
| 39 EAST 79TH STREET | NEW YORK | NY | 10075 | V.P. /DIR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,042,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,099,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,099,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,067,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,917 | TotalTaxAmt |
| Distributable Before Adj | $92,482 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,482 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,482 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,185 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,185 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,917 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,268 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,482 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,046 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,217 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,042 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,334 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $126,168 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,482 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,703 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,871 | 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 | $8,046 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $160,825 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,529 | ExcessFromYear4Amt |
| Excess From Year3 | $15,217 | ExcessFromYear3Amt |
| Excess From Year2 | $29,042 | ExcessFromYear2Amt |
| Excess From Year1 | $46,334 | ExcessFromYear1Amt |
| Excess From Current Year | $42,703 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOUIS PERLMUTTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUIS PERLMUTTERPRES THE PERLMUTTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 EAST 79TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2126326519 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM; DESCRIPTION OF ORGANIZATION AND ITS ACTIVITIES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO ORGANIZATIONS ORGANIZED & OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES PURSUANT TO SEC 501 (C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 14TH STREET Y | |||||||
| 344 EAST 14TH STREET | NEW YORK | NY | 10003 | PUBLIC | UNRESTRICTED | $15,000 | |
| AMERICAN ASSOCIATION OF WOODTURNERS | |||||||
| 222 LANDMARK CENTER 75 FIFTH STREET | SAINT PAUL | MN | 55102 | PUBLIC | UNRESTRICTED | $500 | WEST |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 500 FIFTH AVENUE SUITE 2540 | NEW YORK | NY | 10110 | PUBLIC | UNRESTRICTED | $2,300 | |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON ST | BERKELEY | CA | 94710 | PUBLIC | UNRESTRICTED | $5,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET | NEW YORK | NY | 10016 | PUBLIC | UNRESTRICTED | $2,000 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | PUBLIC | UNRESTRICTED | $3,000 | |
| BREAD FOR THE CITY | |||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 20020 | PUBLIC | UNRESTRICTED | $500 | |
| BRYN MAWR COLLEGE | |||||||
| 101 NORTH MERION AVENUE | BRYN MAWR | PA | 19010 | PUBLIC | UNRESTRICTED | $1,000 | |
| C200 FOUNDATION | |||||||
| 65 E WACKER PLACE | CHICAGO | IL | 60601 | PUBLIC | UNRESTRICTED | $25,000 | |
| CARAMOOR CENTER FOR MUSIC AND THE ARTS | |||||||
| PO BOX 816 | KATONAH | NY | 10536 | PUBLIC | UNRESTRICTED | $3,000 | |
| CARTER BURDEN NETWORK | |||||||
| 1484 FIRST AVENUE | NEW YORK | NY | 10075 | PUBLIC | UNRESTRICTED | $3,000 | |
| CHARLEY'S FUND | |||||||
| 635 MAIN STREET SUITE 3 | GREAT BARRINGTON | MA | 01230 | PUBLIC | UNRESTRICTED | $1,000 | |
| COLUMBIA UNIVERSITY GRADUATE SCHOOL OF ARTS AND SCIENCES | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PUBLIC | UNRESTRICTED | $1,000 | |
| DANA FARBER CANCER CENTER | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $3,000 | |
| EAST BAY JEWISH COMMUNITY CENTER | |||||||
| 1414 WALNUT STREET | BERKELEY | CA | 94709 | PUBLIC | UNRESTRICTED | $6,000 | |
| FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 10023 | PUBLIC | UNRESTRICTED | $2,000 | |
| FRACTURED ATLAS | |||||||
| 248 WEST 35TH STREET 10TH FL | NEW YORK | NY | 10001 | PUBLIC | UNRESTRICTED | $1,500 | |
| HEBREW ACADEMY OF THE FIVE TOWNS | |||||||
| 389 CENTRAL AVE | LAWRENCE | NY | 11559 | PUBLIC | UNRESTRICTED | $10,000 | |
| INTERNATIONAL RESCUE COMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | PUBLIC | UNRESTRICTED | $2,000 | |
| KAUFMAN MUSIC CENTER | |||||||
| 129 WEST 67TH STREET | NEW YORK | NY | 10023 | PUBLIC | UNRESTRICTED | $3,000 | |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | PUBLIC | DEPARTMENT OF THEATRE- UNRESTRICTED | $1,500 | |
| MIRACLE CORNERS OF THE WORLD | |||||||
| PO BOX 14 MURRAY HILL STATION | NEW YORK | NY | 10156 | PUBLIC | UNRESTRICTED | $1,000 | |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 65 MITCHELL BLVD SUITE 200-B | SAN RAFAEL | CA | 94903 | PUBLIC | UNRESTRICTED | $1,000 | |
| NEW YORK PRESBYTERIAN FUND | |||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | PUBLIC | UNRESTRICTED | $5,000 | |
| NEW YORK SOCIETY LIBRARY | |||||||
| 53 EAST 79TH STREET | NEW YORK | NY | 10075 | PUBLIC | UNRESTRICTED | $225 | |
| NEW YORK UNIVERSITY STERN SCHOOL OF BUSINESS | |||||||
| 44 WEST 4TH STREET | NEW YORK | NY | 10012 | PUBLIC | UNRESTRICTED | $1,000 | |
| ORCHESTRA OF ST LUKE'S | |||||||
| 450 WEST 37TH STREET | NEW YORK | NY | 10018 | PUBLIC | UNRESTRICTED | $2,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | PUBLIC | UNRESTRICTED | $1,000 | |
| POUND RIDGE LIONS VOLUNTEER AMBULANCE CORPS | |||||||
| 89 WESTCHESTER AVENUE POB 237 | POUND RIDGE | NY | 10576 | PUBLIC | UNRESTRICTED | $500 | |
| POUND RIDGE POLICE BENEVOLENT ASSOCIATION | |||||||
| PO BOX 16 | POUND RIDGE | NY | 10576 | PUBLIC | UNRESTRICTED | $500 | |
| POUND RIDGE VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 129 80 WESTCHESTER AVENUE | POUND RIDGE | NY | 10576 | PUBLIC | UNRESTRICTED | $500 | |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | PUBLIC | UNRESTRICTED | $1,500 | |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 10017 | PUBLIC | UNRESTRICTED | $1,000 | |
| SIPS AND KICKS FOUNDATION | |||||||
| 8 JEWETT AVENUE | TENAFLY | NJ | 07670 | PUBLIC | UNRESTRICTED | $250 | |
| SMITH COLLEGE | |||||||
| 33 ELM STREET | NORTHAMPTON | MA | 01063 | PUBLIC | UNRESTRICTED | $1,000 | |
| THE CRUCIBLE | |||||||
| 1260 7TH STREET | OAKLAND | CA | 94607 | PUBLIC | UNRESTRICTED | $1,000 | |
| THEATRE FOR A NEW AUDIENCE | |||||||
| 154 CHRISTOPHER STREET SUITE 3D | NEW YORK | NY | 10014 | PUBLIC | UNRESTRICTED | $2,000 | |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLIC | UNRESTRICTED | $5,000 | |
| UNIVERSITY OF MICHIGAN SCHOOL OF LAW | |||||||
| 625 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | PUBLIC | UNRESTRICTED | $5,000 | |
| WATERSIDE WORKSHOPS | |||||||
| 82 84 BOLIVAR DR | BERKELEY | CA | 94710 | PUBLIC | UNRESTRICTED | $1,000 | |
| WESTCHESTER LAND TRUST | |||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | PUBLIC | UNRESTRICTED | $1,000 | |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M STREET NW SUITE 200 | WASHINGTON | DC | 20036 | PUBLIC | UNRESTRICTED | $10,000 | |
| YOUNG AUDIENCES | |||||||
| 115 EAST 92ND STREET | NEW YORK | NY | 10128 | PUBLIC | UNRESTRICTED | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,775 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,075 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $802,598 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $883,673 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $883,673 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 27,522.936 SHS. DOUBLELINE TOTAL RETURN BOND FD | BondNm |
| EOY Book Value | $273,428 | EOYBookValueAmt |
| EOYFMV | $263,518 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDGEWOOD GROWTH FUND | $562,481 | $722,605 |
| PIMCO TOTAL RETURN CLASS A | $239,955 | $254,721 |
| AKRE FOCUS FUND INSTITUTIONAL | $562,247 | $742,558 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIRST BOSTON LENDING POOL III | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $192,967 | BookValueAmt |
| EOYFMV | $192,967 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK STATE FILING FEE | $250 | $0 | $250 |
| ANNUAL NOTICE | $160 | $0 | $160 |
| BANK FEE & INVESTMENT EXPENSES | $815 | $815 | $0 |
| OTHER DEDUCTIONS AND NONDEDUCTIBLE EXPENSES | $225 | $221 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $25,913 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $3,113 | Amt |
| Net Investment Income | $3,113 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXTENSION 6/30/2018 | CategoryTxt |
| Amt | $4,030 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |