PALTROWITZ FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: PALTROWITZ FAMILY FOUNDATION INC (EIN 22-3554915)
Tax period: 2025-07-01 to 2026-06-30
Filed: 2026-09-13
IRS object ID: 202622569349100302
Schema version: 2025v4.0
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
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-09-13T16:55:12-04:00	ReturnTs
Tax Period End	2026-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	991516635	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FASANO WILSON & ASSOCIATES PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4801 S UNIVERSITY DR STE 2300	AddressLine1Txt
City	DAVIE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	333283801	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223554915	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PALTROWITZ FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PALT	BusinessNameControlTxt
Phone	2017748494	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	901 BRIDGEWOOD PL	AddressLine1Txt
City	BOCA RATON	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33434	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	IRVING PALTROWITZ	PersonNm
Person Title	P	PersonTitleTxt
Phone	2017748494	PhoneNum
Signature	2026-09-13	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID J FASANO CPA MBA	PreparerPersonNm
PTIN	P00648424	PTIN
Phone	9548241850	PhoneNum
Preparation	2026-09-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$51,250	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Total Rev And Expnss	$0	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
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	$350	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$350	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$350	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$350	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$350	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$411	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$61	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$61	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$15,879	CorporateStockBOYAmt
Corporate Stock EOY	$15,879	CorporateStockEOYAmt
Corporate Stock EOYFMV	$51,189	CorporateStockEOYFMVAmt
Total Assets BOY	$16,290	TotalAssetsBOYAmt
Total Assets EOY	$15,940	TotalAssetsEOYAmt
Total Assets EOYFMV	$51,250	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$16,290	RetainedEarningBOYAmt
Retained Earning EOY	$15,940	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$16,290	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$15,940	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$16,290	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$15,940	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$16,290	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$350	ExcessRevenueOverExpensesAmt
Subtotal	$15,940	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$15,940	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	IRVING PALTROWITZ	IndividualWithBooksNm
Phone	2017748494	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	901 BRIDGEWOOD PLACE	AddressLine1Txt
City	BOCA RATON	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33434	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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	Address Line2USAddress/AddressLine2Txt
IRVING PALTROWITZ
901 BRIDGEWOOD PLACE	BOCA RATON	FL	33434	P	000.00	$0	$0	$0
DANIELLE PALTROWITZ
220 EAST 65TH ST	NEW YORK	NY	10065	VP	000.00	$0	$0	$0	16A
LAWRENCE PALTROWITZ
12 HARBOR ACRES RD	PORT WASHINGTON	NY	11050	S	000.00	$0	$0	$0
JUSTIN PALTROWITZ
247 W 46TH ST	NEW YORK	NY	10036	T	000.00	$0	$0	$0	4004

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$55,711	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$61	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$55,772	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$55,772	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$837	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$54,935	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,747	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,747	MinimumInvestmentReturnAmt
Distributable Before Adj	$2,747	DistributableBeforeAdjAmt
Distributable Before Ded	$2,747	DistributableBeforeDedAmt
Distributable As Adjusted	$2,747	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$350	ExpensesAndContributionsAmt
Qualifying Distributions	$350	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,747	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$2,883	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$49	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,585	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,760	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$6,277	TotalExcessDistributionCyovAmt
Qualifying Distributions	$350	QualifyingDistributionsAmt
Applied To Current Year	$350	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$2,397	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$2,397	ExcessDistributionCyovAppCYAmt
Total Corpus	$3,880	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$486	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,394	ExcessDistriCyovToNextYrAmt
Excess From Year4	$49	ExcessFromYear4Amt
Excess From Year3	$1,585	ExcessFromYear3Amt
Excess From Year2	$1,760	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF CALIFORNIA	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1111 FRANKLIN STREET	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94607	ZIPCd

Field	Value	IRS element (for citing)
Recipient Foundation Status	POF	RecipientFoundationStatusCd
Grant Or Contribution Purpose	GENERAL	GrantOrContributionPurposeTxt
Amt	$350	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$350	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
920 SHRS - DARLING INGREDIENTS INC	$8,331	$50,250
100 SHRS - CLEVELAND CLIFFS INC	$7,548	$939

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
IRS FEES

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