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LAURA & ISAAC PERLMUTTER FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LAURA & ISAAC PERLMUTTER FOUNDATION INC (EIN 65-0742318)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-08
IRS object ID
202631289349100943
Schema version
2025v4.1
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

FieldValueIRS element (for citing)
Return2026-05-08T10:00:02-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN850808945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOLDGRAB CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line146 STAUDERMAN AVENUEAddressLine1Txt
CityLYNBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11563ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650742318EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LAURA & ISAAC PERLMUTTER FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLAURBusinessNameControlTxt
Phone5618940557PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1028AddressLine1Txt
CityLAKE WORTHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33460ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonISAAC PERLMUTTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5618940557PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN GOLDGRABPreparerPersonNm
PTINP01635145PTIN
Phone5169087770PhoneNum
Preparation2026-05-07PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$75,806,582FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,685,931ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,238,303InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,238,303InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$42,409DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,409DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,700OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,700OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$24,972,343TotalRevAndExpnssAmt
Total Net Invst Incm$3,286,412TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$200,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$200,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,935LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$2,935LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,111,787TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,314,722TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$202,935TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,763,554ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,763,554ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,078,276TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$20,966,489TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,894,067ExcessRevenueOverExpensesAmt
Net Investment Income$3,286,412NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$49,743CashBOYAmt
Cash EOY$56,513CashEOYAmt
Cash EOYFMV$56,513CashEOYFMVAmt
Sav And Temp Cash Invst BOY$39,492SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,926,789SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,926,789SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$70,758,888USGovernmentObligationsBOYAmt
US Government Obligations EOY$70,758,888USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$72,823,280USGovtObligationsEOYFMVAmt
Total Assets BOY$70,848,123TotalAssetsBOYAmt
Total Assets EOY$73,742,190TotalAssetsEOYAmt
Total Assets EOYFMV$75,806,582TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$70,848,123RetainedEarningBOYAmt
Retained Earning EOY$73,742,190RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$70,848,123TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$73,742,190TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$70,848,123TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$73,742,190TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$70,848,123TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,894,067ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$73,742,190SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$73,742,190TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45,681InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$45,681SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$45,681TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$106,784EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$106,784TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$61,103OverpaymentAmt
Applied To ES Tax$61,103AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressTHEPERLMUTTERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksJOHN TURITZIN ESQIndividualWithBooksNm
Phone5618940557PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line189 WESTWAY ROADAddressLine1Txt
CitySOUTHPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068901452ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ISAAC PERLMUTTER
PO BOX 1028LAKE WORTHFL33460DIRECTOR, PRESIDENT1.00$0$0$0
LAURA PERLMUTTER
PO BOX 1028LAKE WORTHFL33460DIRECTOR, VICE PRESIDENT1.00$0$0$0
NEAL J NISSEL
835 BARBERRY LANEWOODSBURGHNY11598DIRECTOR, TREASURER - DECEASED 6/6/2520.00$100,000$0$0
JOHN TURITZIN
89 WESTWAY ROADSOUTHPORTCT06890DIRECTOR, TREASURER, SECRETARY10.00$100,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
NEAL J NISSEL
835 BARBERRY LANEWOODSBURGHNY11598CHARITY PLANNING & INVESTIGATIVE ANALYSIS$100,000
JOHN TURITZIN
89 WESTWAY ROADSOUTHPORTCT06890CHARITY PLANNING & LEGAL ADVICE$100,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$72,659,842AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,515,913AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$74,175,755TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$74,175,755AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,112,636CashDeemedCharitableAmt
Net Vl Noncharitable Assets$73,063,119NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,653,156MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,653,156MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,681TaxBasedOnInvestmentIncomeAmt
Total Tax$45,681TotalTaxAmt
Distributable Before Adj$3,607,475DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,607,475DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,607,475DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,966,489ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,966,489QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,607,475DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$228,459ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,211,276ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,439,735TotalExcessDistributionCyovAmt
Qualifying Distributions$20,966,489QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,607,475AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,359,014RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$18,798,749TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,798,749ExcessDistriCyovToNextYrAmt
Excess From Year2$228,459ExcessFromYear2Amt
Excess From Year1$1,211,276ExcessFromYear1Amt
Excess From Current Year$17,359,014ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerISAAC PERLMUTTERContributingManagerNm
Contributing ManagerLAURA PERLMUTTERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
YESHIVA UNIVERSITY - CARDOZO LAW
55 FIFTH AVENUENEW YORKNY10003N/APCGENERAL OPERATING$422,123
TRUST FOR THE NATIONAL MALL
1717 PENNSYLVANIA AVE NW SUITE 250WASHINGTONDC20006N/APCRESTRICTED - WHITE HOUSE BALLROOM$20,270,931
GRACE WAY VILLAGE
1780 HARTMAN ROADFORT PIERCEFL34947N/APCGENERAL OPERATING$10,000
THE SOCIETY OF THE FOUR ARTS
100 FOUR ARTS PLAZAPALM BEACHFL33480N/APCGENERAL OPERATING$50,000
THE PAPS CORPS CHAMPIONS FOR CANCER RESEARCH
1191 E NEWPORT CENTER DRIVE SUITEDEERFIELD BEACHFL33442N/APCGENERAL OPERATING$500107
FRIENDSHIP CIRCLE
10 MICROLAB ROADLIVINGSTONNJ07039N/APCGENERAL OPERATING$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,763,554TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,238,303ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,409ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,700ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,286,412ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,286,412TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ISAAC AND LAURA PERLMUTTER
1PO BOX 1028LAKE WORTHFL33460$20,270,931Yes (X)
ISAAC AND LAURA PERLMUTTER
2PO BOX 1028LAKE WORTHFL33460$1,415,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property63,900 SHARES OF CHEVRON CORPORATION (CVX)65,730 SHARES OF RTX CORPORATION (RTX)NoncashPropertyDesc
Fair Market Value$20,270,931FairMarketValueAmt
Received2025-09-10ReceivedDt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$70,758,888USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$72,823,280USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$2,935LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,935DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME - MORGAN STANLEYDesc
Revenue And Expenses Per Books$5,700RevenueAndExpensesPerBooksAmt
Net Investment Income$5,700NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$1,111,787Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt