LAURA & ISAAC PERLMUTTER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LAURA & ISAAC PERLMUTTER FOUNDATION INC (EIN 65-0742318)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-13
- IRS object ID
- 201300729349100305
- Schema version
- 2012v2.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-13T11:11:52-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116223479 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEAL J NISSEL CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 BARBERRY LANE | AddressLine1 |
| City | WOODSBURGH | City |
| State | NY | State |
| ZIP Code | 11598 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650742318 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAURA & ISAAC PERLMUTTER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAUR | NameControl |
| Phone | 5165691610 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1028 | AddressLine1 |
| City | LAKE WORTH | City |
| State | FL | State |
| ZIP Code | 33460 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ISAAC PERLMUTTER | Name |
| Title | PRESIDENT | Title |
| Phone | 5165691610 | Phone |
| Date Signed | 2013-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NEAL J NISSEL | Name |
| PTIN | P00019790 | PTIN |
| Phone | 5165691610 | Phone |
| Date Prepared | 2013-03-01 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 22913462 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 9874000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 11219 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 11219 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 300000 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 300000 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 10185219 | TotalRevenueAndExpenses |
| Total Net Investment Income | 311219 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 375000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 37500 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 337500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 61 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 61 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 375061 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 37500 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 337561 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 428146 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 428146 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 803207 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 37500 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 765707 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 9382012 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 273719 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2 | CashBOY |
| Cash EOY | 69624 | CashEOY |
| Cash EOYFMV | 69624 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 3444398 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2927795 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2927795 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 7500000 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 19916000 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 19916000 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 50 | OtherAssetsBOY |
| Other Assets EOY | 43 | OtherAssetsEOY |
| Other Assets EOYFMV | 43 | OtherAssetsEOYFMV |
| Total Assets BOY | 10944450 | TotalAssetsBOY |
| Total Assets EOY | 22913462 | TotalAssetsEOY |
| Total Assets EOYFMV | 22913462 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 10944450 | RetainedEarningsBOY |
| Retained Earnings EOY | 22913462 | RetainedEarningsEOY |
| Total Net Assets BOY | 10944450 | TotalNetAssetsBOY |
| Total Net Assets EOY | 22913462 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10944450 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 22913462 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10944450 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 9382012 | ExcessOfRevenueOverExpenses |
| Other Increases | 2587000 | OtherIncreases |
| Subtotal | 22913462 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 22913462 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 739236 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4207590 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.175691 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 515102 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4273316 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.120539 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 422837 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4836707 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.087422 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 146143 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4872481 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.029994 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 152592 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4644995 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.032851 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.446497 | TotalDistributionRatio |
| Average Distribution Ratio | 0.089299 | AverageDistributionRatio |
| Net Noncharitable Assets | 12706157 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1134647 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2737 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1137384 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 765707 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5474 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5474 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5474 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3695 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3695 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 25 | PenaltyForUnderpayment |
| Tax Due | 1804 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | NEAL J NISSEL CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5165691610 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 BARBERRY LANE | AddressLine1 |
| City | WOODSBURGH | City |
| State | NY | State |
| ZIP Code | 11598 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 12.00 | 375000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | NEAL J NISSEL CPA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 BARBERRY LANE | AddressLine1 |
| City | WOODSBURGH | City |
| State | NY | State |
| ZIP Code | 11598 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | CHARITY PLANNING INVESTIGATE ANALYSIS | TypeOfService |
| Compensation | 375000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9643584 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3256068 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12899652 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12899652 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 193495 | CashDeemedCharitable |
| Net Noncharitable Assets | 12706157 | NetNoncharitableAssets |
| Minimum Investment Return | 635308 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 635308 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5474 | TaxBasedOnInvestmentIncome |
| Total Tax | 5474 | TotalTax |
| Distributable Amount Before Adj | 629834 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 629834 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 629834 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 765707 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 765707 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 765707 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 629834 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 276058 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 528856 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 804914 | TotalExcessDistriCarryover |
| Qualifying Distributions | 765707 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 629834 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 135873 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 940787 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 940787 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 276058 | ExcessFromYear2 |
| Excess From Year1 | 528856 | ExcessFromYear1 |
| Excess From Current Year | 135873 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ISAAC PERLMUTTER | ContributingManager |
| Contributing Manager | LAURA PERLMUTTER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AUXILIARY OF NYU LANGONE MEDICAL CENTER | |||||||
| 560 FIRST AVENUE ROOM HW-399 | NEW YORK | NY | 10016 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $600 |
| BALLET THEATRE FOUNDATION | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $100 |
| 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 |
| DYSAUTONOMIA FOUNDATION INC | |||||||
| 315 WEST 39TH STREET SUITE 701 | NEW YORK | NY | 10018 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $5,000 |
| ELIZABETH PEDIATRIC FOUNDATION | |||||||
| 1140 CONNECTICUT AVE NE SUITE 200 | WASHINGTON | DC | 20036 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $20,000 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,500 |
| MORSELIFE FOUNDATION | |||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $8,500 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 726 BROADWAY 2ND FLOOR | NEW YORK | NY | 10003 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $307,500 |
| PALM HEALTHCARE FOUNDATION HOW PROGRAM | |||||||
| 1016 NORTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,396 |
| PLAY FOR PINK | |||||||
| PO BOX 243939 | BOYNTON BEACH | FL | 33424 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $950 |
| REGENT OF UNIVERSITY OF CALIFORNIA | |||||||
| 100 UCLA MEDICAL PLAZA SUITE 265 | LOS ANGELES | CA | 90095 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,500 |
| ROCHEL FRUMMET KALLAH FUND | |||||||
| 6 ASH STREET | NEW YORK | NY | 10952 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $1,000 |
| SUSAN KOMEN FOUNDATION | |||||||
| PO BOX 650309 | DALLAS | TX | 75265 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $5,000 |
| THE PRESERVATION TRUST OF VERMONT | |||||||
| 104 CHURCH STREET SUITE 21 | BURLINGTON | VT | 05401 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $25,000 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | NONPROFIT PUBLIC CHA | TO ASSIST NONPROFIT PURPOSE OF CHARITY | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 428146 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,219 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $300,000 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $311,219 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 311219 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | ISAAC PERLMUTTER | PO BOX 1028 | LAKE WORTH | FL | 33460 | 9829000 | X | |
| 2 | ISAAC PERLMUTTER | PO BOX 1028 | LAKE WORTH | FL | 33460 | 45000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 200,000 PUBLICLY TRADES SHARES OF COMMON STOCK OF WALT DISNEY COMPANY | NoncashPropertyDescription |
| Fair Market Value | 9829000 | FairMarketValue |
| Date Received | 2012-12-04 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | WALT DISNEY COMPANY 400,000 SHARES | NameOfStock |
| EOY Book Value | 19916000 | EOYBookValue |
| EOYFMV | 19916000 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCHANGE | Description |
| BOY Book Value | 50 | BOYBookValue |
| EOY Book Value | 43 | EOYBookValue |
| EOYFMV | 43 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 61 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 61 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENT IN PUBLICLY TRADED STOCK | Description |
| Amount | $2,587,000 | Amount |