PERLMAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PERLMAN FAMILY FOUNDATION (EIN 26-3117529)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-13
IRS object ID
202441659349100124
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-13T11:43:38-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953389582PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fishman Block Diamond LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116830 Ventura Blvd Ste 400AddressLine1Txt
CityEncinoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263117529EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PERLMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERLBusinessNameControlTxt
Phone8188080600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115301 VENTURA BLVD B570AddressLine1Txt
CitySHERMAN OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY F PERLMANPersonNm
Person TitlePresidentPersonTitleTxt
Phone8188080600PhoneNum
Signature2024-06-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGREGORYPersonFirstNm
Person LastPERLMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN J FISHMAN CPAPreparerPersonNm
PTINP00160721PTIN
Phone8187837140PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,359FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$530,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$530,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$280LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$10,220AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$532,126ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$532,126ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$542,626TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$532,126TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,626ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,921CashBOYAmt
Cash EOY$12,359CashEOYAmt
Cash EOYFMV$12,359CashEOYFMVAmt
Sav And Temp Cash Invst BOY$64SavAndTempCashInvstBOYAmt
Total Assets BOY$24,985TotalAssetsBOYAmt
Total Assets EOY$12,359TotalAssetsEOYAmt
Total Assets EOYFMV$12,359TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$24,985RetainedEarningBOYAmt
Retained Earning EOY$12,359RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$24,985TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,359TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,985TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,359TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,985TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,626ExcessRevenueOverExpensesAmt
Subtotal$12,359SubtotalAmt
Tot Net Ast Or Fund Balances EOY$12,359TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$395EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$395TotalPaymentsAndCreditsAmt
Overpayment$395OverpaymentAmt
Applied To ES Tax$395AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ELISA PERLMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8188080600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115301 VENTURA BLVDAddressLine1Txt
CitySHERMAN OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GREGORY F PERLMAN
15301 VENTURA BLVD B570SHERMAN OAKSCA91403President5.00$0
JODI D PERLMAN
15301 VENTURA BLVD B570SHERMAN OAKSCA91403Secretary5.00$0
ELISA PERLMAN
15301 VENTURA BLVD B570SHERMAN OAKSCA91403CFO5.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,208AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,208TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$34,208AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$513CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,695NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,685MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,685MinimumInvestmentReturnAmt
Distributable Before Adj$1,685DistributableBeforeAdjAmt
Distributable Before Ded$1,685DistributableBeforeDedAmt
Distributable As Adjusted$1,685DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$532,126ExpensesAndContributionsAmt
Qualifying Distributions$532,126QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,685DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,997,364ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,232,988ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,023,714ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,643,947ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,646,071ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,544,084TotalExcessDistributionCyovAmt
Qualifying Distributions$532,126QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,685AppliedToCurrentYearAmt
Remaining Distri From Corpus$530,441RemainingDistriFromCorpusAmt
Total Corpus$10,074,525TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,997,364ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,077,161ExcessDistriCyovToNextYrAmt
Excess From Year4$2,232,988ExcessFromYear4Amt
Excess From Year3$2,023,714ExcessFromYear3Amt
Excess From Year2$1,643,947ExcessFromYear2Amt
Excess From Year1$1,646,071ExcessFromYear1Amt
Excess From Current Year$530,441ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGREGORY F PERLMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUBS
4816 WORTH STDALLASTX75246NONEPCSUMMER CAMP$1,200
ALL WAYS UP FOUNDATION
15301 VENTURA BLVD SUITE B-570SHERMAN OAKSCA91403RELATED ORGANIZATIONPCGENERAL SUPPORT$40,000
FOOD ON FOOT
9663 SANTA MONICA BLVD 743BEVERLY HILLSCA90210NONEPCGENERAL SUPPORT$32,800
INDIVIDUALS-LIST AVAILABLE UPON REQ
VARIOUSVARIOUSCA90000NONEIHOUSING ASSISTANCE$7,445
The Global Orphan Project Inc
3161 WYANDOTTE STKANSAS CITYMO64111NONEPCANGEL FUND$327,000
Alexandria House
426 S ALEXANDRIA AVELOS ANGLESCA90020NONEPCGENERAL USE$1,628
DEL AIRE BAPTIST CHURCH
4951 W 119TH PLHAWTHORNECA90250NONEPCTHRIVING DADS PROGRAM$55,000
APRIL PARKER FOUNDATION
1890 LONG BEACH BLVD 5LONG BEACHCA90806NONEPCANGEL FUND$45,000
NEHEMIAH PROJECT LA
10252 MILLS AVENUEWHITTIERCA90604NONEPCAUTO REPAIR$2,500
THINK WATTS FOUNDATION
1225 E 100TH STLOS ANGELESCA90002NONEPCCARVER WELLNESS ROOM$19,553
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$532,126TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GH CAPITAL LLC
115301 VENTURA BLVD B570SHERMAN OAKSCA91403$200,000Yes (X)
GJP INVESTORS LLC
215301 VENTURA BLVD B570SHERMAN OAKSCA91403$330,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$10,220Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$280LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
GH CAPITAL LLC
15301 VENTURA BLVD B570SHERMAN OAKSCA91403
GJP INVESTORS LLC
15301 VENTURA BLVD B570SHERMAN OAKSCA91403

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