LAURA & ISAAC PERLMUTTER FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LAURA & ISAAC PERLMUTTER FOUNDATION INC (EIN 65-0742318)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-14
- IRS object ID
- 201720739349100307
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-14T13:57:01-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEAL J NISSEL | PreparerPersonNm |
| PTIN | P00019790 | PTIN |
| Phone | 5165691610 | PhoneNum |
| Preparation | 2017-03-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.114.221.156 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-14 | IPDt |
| IP Tm | 14:53:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8F3C0F9D1AEAE1D1B4EA5E15555E636EC711870C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F3C0F9D1AEAE1D1B4EA5E15555E636EC711870C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,885,893 | 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 | $21,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,336 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,336 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $568,000 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $568,000 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,572,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $572,336 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $437,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $109,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $327,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $81,397 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,349 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61,048 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $518,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $388,859 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,436,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,436,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,954,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,825,369 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,617,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $442,737 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $604,205 | CashBOYAmt |
| Cash EOY | $69,979 | CashEOYAmt |
| Cash EOYFMV | $69,979 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $975,670 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,127,914 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,127,914 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $42,032,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,688,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,688,000 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $650 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,612,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,885,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,885,893 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $43,612,525 | RetainedEarningBOYAmt |
| Retained Earning EOY | $62,885,893 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,612,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,885,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,612,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,885,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,612,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,617,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $63,229,893 | SubtotalAmt |
| Other Decreases | $344,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,885,893 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,821,592 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,202,990 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.111603 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,552,374 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,418,023 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043830 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $845,397 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,623,911 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030604 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $765,707 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,706,157 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060263 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $739,236 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,207,590 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.175691 | DistributionYr5Rt |
| Total Distribution | 0.421991 | TotalDistributionRt |
| Average Distribution | 0.084398 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,091,541 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,383,646 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,427 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,388,073 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,825,369 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,855 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,855 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,855 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,015 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,015 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $130 | EsPenaltyAmt |
| Tax Due | $6,970 | TaxDueAmt |
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 | Yes (1) | 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 | N/A | 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 |
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 | 18.00 | $437,000 | $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 | $437,000 | 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 | $39,008,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,693,739 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,702,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,702,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $610,531 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,091,541 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,004,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,004,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,855 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,855 | TotalTaxAmt |
| Distributable Before Adj | $1,995,722 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,995,722 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,995,722 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,825,369 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,825,369 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,825,369 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,995,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $56,817 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $135,873 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $2,675,412 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,868,102 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,825,369 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,825,369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $170,353 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $170,353 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,697,749 | 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 | $2,697,749 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,337 | ExcessFromYear4Amt |
| Excess From Year1 | $2,675,412 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,800 |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,000,000 |
| BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC | |||||||
| 225 LIST ROAD | PALM BEACH | FL | 33480 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $50,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 220 SUNRISE AVENUE | PALM BEACH | FL | 33480 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITYTO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,500 |
| HOW HEARING THE OVARIAN CANCER WHISPER INC | |||||||
| 360 CYPRESS DRIVE 4 | JUPITER | FL | 33469 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,500 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $25,000 |
| KRAVIS CENTER | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $10,000 |
| LA PALESTRA KIDS FOUNDATION INC | |||||||
| 11 WEST 67TH STREET | NEW YORK | NY | 10023 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $500 |
| MORSE LIFE FOUNDATION | |||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $350 |
| NORTON MUSEUM OF ART | |||||||
| 1451 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITYTO ASSIST NONPROFIT PURPOSE OF CHARITY | $2,500 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 25 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $283,000 |
| PALM BEACH SYNAGOGUE | |||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $360 |
| RUTGERS CENTER FOR ADULT AUTISM SERVICES | |||||||
| 7 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $20,000 |
| SUSAN G KOMENBREAST CANCER | |||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $5,000 |
| THE ERIC TRUMP FOUNDATION | |||||||
| 725 5TH AVENUE | NEW YORK | NY | 10022 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $25,000 |
| UNITED WAY TOWN OF PALM BEACH | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,436,510 | 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 | $4,336 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $568,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $572,336 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $572,336 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISAAC AND LAURA PERLMUTTER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1028 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC TRADED SECURITIES | StockNm |
| EOY Book Value | $41,688,000 | EOYBookValueAmt |
| EOYFMV | $41,688,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KAYE SCHOLER LLP | CategoryTxt |
| Legal Fees | $81,397 | LegalFeesAmt |
| Net Investment Income | $20,349 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,048 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCHANGE | Desc |
| BOY Book Value | $650 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
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 | $344,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
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 |