THE PERLMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE PERLMAN FAMILY FOUNDATION INC (EIN 02-0255205)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2016-07-08
- IRS object ID
- 201601909349100610
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-08T11:57:26-05:00 | ReturnTs |
| Tax Period End | 2016-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222378064 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON TAPPER EDELMAN & WILNER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 UNIVERSITY PLAZA STE 502 | AddressLine1Txt |
| City | HACKENSACK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020255205 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PERLMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERL | BusinessNameControlTxt |
| Phone | 4049464163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COMPASS - 1820 RINGLING BLVD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342365917 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD PERLMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4049464163 | PhoneNum |
| Signature | 2016-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY D EDELMAN | PreparerPersonNm |
| PTIN | P00518543 | PTIN |
| Phone | 2013424307 | PhoneNum |
| Preparation | 2016-06-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,137 | 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 | $131,404 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $131,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | 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 |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $203 | CashBOYAmt |
| Cash EOY | $1,137 | CashEOYAmt |
| Cash EOYFMV | $1,137 | CashEOYFMVAmt |
| Total Assets BOY | $203 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,137 | 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 | $203 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,137 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,137 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,137 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,137 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,132 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 14.302698 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $255,562 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $79,332 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.221424 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $269,669 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $228,407 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.180651 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $154,666 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $78,504 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.970167 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $138,071 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,258 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 7.562219 | DistributionYr5Rt |
| Total Distribution | 28.237159 | TotalDistributionRt |
| Average Distribution | 5.647432 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,325 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,015 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,470 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $151 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $151 | TotalPaymentsAndCreditsAmt |
| Overpayment | $151 | OverpaymentAmt |
| Applied To ES Tax | $151 | 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 | GA | 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 | TAXPAYER | IndividualWithBooksNm |
| Phone | 4049464163 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1820 RINGLING BLVD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD PERLMAN | ||||||||
| 1155 CENTER PLACE | SARASOTA | FL | 34236 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELLEN HANSON | ||||||||
| 1155 CENTER PLACE | SARASOTA | FL | 34236 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREW PERLMAN | ||||||||
| 75 WALL ST | NEW YORK | NY | 10015 | DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTING TO OTHER CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $130,470 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,452 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $416 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $416 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $416 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $416 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $416 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,470 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,470 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $137,158 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $150,741 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $258,249 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $251,595 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $98,785 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $896,528 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $416 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $130,054 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,026,582 | 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 | $137,158 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $889,424 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $150,741 | ExcessFromYear4Amt |
| Excess From Year3 | $258,249 | ExcessFromYear3Amt |
| Excess From Year2 | $251,595 | ExcessFromYear2Amt |
| Excess From Year1 | $98,785 | ExcessFromYear1Amt |
| Excess From Current Year | $130,054 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD PERLMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S HEALTH FUND | |||||||
| 215 WEST 125TH STREET SUITE 301 | NEW YORK | NY | 10027 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $20,000 |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $500 |
| IYENGAR YOGA ASSN OF GREATER NY | |||||||
| 150 W 22ND ST 2ND FLOOR | NEW YORK | NY | 10011 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $1,000 |
| KENYON REVIEW AWARD FOR LITERARY ACHIEVEMENT | |||||||
| 102 W WIGGIN STREET | GAMBIER | OH | 43022 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $1,000 |
| THE WHARTON FUND | |||||||
| 344 VANCE HALL 3733 SPRUCE STREET | PHILADELPHIA | PA | 19104 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $5,000 |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $15,455 |
| SARASOTA ARCHITECTURAL FOUNDATION | |||||||
| PO BOX 2911 | SARASOTA | FL | 34230 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $5,689 |
| SECOND STAGE THEATRE | |||||||
| 305 WEST 43RD STREET | NEW YORK | NY | 10036 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $1,000 |
| SUN VALLEY CENTER FOR THE ARTS | |||||||
| PO BOX 656 | SUN VALLEY | ID | 83353 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $21,466 |
| SUN VALLEY SUMMER SYMPHONY | |||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $10,100 |
| THE CIRCUS ART CONSERVATORY | |||||||
| 2075 BAHIA VISTA STREET | SARASOTA | FL | 34239 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $3,300 |
| THE BALDWIN SCHOOL | |||||||
| 701 MONTGOMERY AVENUE | BRYN MAWR | PA | 19010 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $10,000 |
| THE FUND FOR PARK AVENUE | |||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $500 |
| THE JAMES BEARD FOUNDATION | |||||||
| 167 WEST 12TH STREET | NEW YORK | NY | 10011 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $18,000 |
| THE PHILADELPHIA ANTIQUES SHOW | |||||||
| 250 KING OF PRUSSIA ROAD | RADNOR | PA | 19087 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $1,900 |
| THE RINGLING MUSEUM OF ART | |||||||
| 5401 BAY SHORE ROAD | SARASOTA | FL | 34243 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $5,060 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 432 PARK AVENUE SOUTH 15TH FL | NEW YORK | NY | 10016 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $9,000 |
| LEE PESKY LEARNING CENTER | |||||||
| 3324 ELDER STREET | BOISE | ID | 83705 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $1,000 |
| MARIE SELBY BOTANICAL GARDENS | |||||||
| 811 SOUTH PALM AVENUE | SARASOTA | FL | 342367726 | N/A | 501(C)(3) | TO BENEFIT PUBLIC CHARITABLE ORGANIZATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,470 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ELLEN HANSON | ||||||
| 1 | 1155 CENTER PLACE | SARASOTA | FL | 34236 | $60,702 | Yes (X) |
| RICHARD PERLMAN | ||||||
| 2 | 1155 CENTER PLACE | SARASOTA | FL | 34236 | $60,702 | Yes (X) |
| ELLEN HANSON DESIGNS INC | ||||||
| 3 | 595 MADISON AVE 39TH FLOOR | NEW YORK | NY | 10022 | $10,000 | Yes (X) |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| RICHARD PERLMAN | |||
| 1155 CENTER PLACE | SARASOTA | FL | 34236 |
| ELLEN HANSON | |||
| 1155 CENTER PLACE | SARASOTA | FL | 34236 |
| ELLEN HANSON DESIGNS INC | |||
| 595 MADISON AVE 39TH FLOOR | NEW YORK | NY | 10022 |