Nonprofit · EIN 22-6949741
JOEL & LYNN PERLMUTTER FAM FOUNDATION TR
Also known as PERLMUTTER JOEL ET AL TTEE
Tax-exempt · TOMS RIVER, NJ 08753
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $233,223 | $154,484 | $78,739 | $5,222,081 | $5,268 | $5,216,813 |
| December 31, 2023 | 990-PF | $133,405 | $146,238 | -$12,833 | $4,939,523 | $2,796 | $4,936,727 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $151,655
- Interest
- $3,086
- Net gain from sales of assets
- $78,482
Expenses
- Grants and similar amounts paid
- $100,000
- Compensation of officers, directors and key employees
- $25,000
- Disbursements for charitable purposes
- $118,058
- Excise tax on investment income
- $2,743
Balance sheet and other
- Total assets, start of year
- $4,939,523
- Total assets, end of year
- $5,222,081
- Total liabilities, end of year
- $5,268
- Net assets, end of year
- $5,216,813
- Fair market value of assets
- $5,222,081
- Qualifying distributions
- $118,058
- Net investment income
- $230,388
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER PERLMUTTER RUSSO 1 HAINES COVE DR, TOMS RIVER, NJ 08753 | TRUSTEE | 3 | $25,000 |
| BRETT RAND 24 OVERLOOK DR, JACKSON, NJ 08527 | TRUSTEE | 0.25 | $0 |
| DARREN RAND 2020 BROOKWOOD DR, TOMS RIVER, NJ 08755 | TRUSTEE | 0.25 | $0 |
| JULIE HEISE 500 EAGLE POINT DR, TOMS RIVER, NJ 087533354 | TRUSTEE | 0.25 | $0 |
| KEVIN RAND 5 ANTIGUA AVENUE, TOMS RIVER, NJ 08753 | TRUSTEE | 0.25 | $0 |
| STUART PERLMUTTER 33 ROBINHOOD RD, MORRIS PLAINS, NJ 079503058 | TRUSTEE | 0.25 | $0 |
| TAMMY BREEN 36 HALEY CIRCLE, BARNEGAT, NJ 08005 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER PERLMUTTER-RUSSO 1 HAINES COVE DR, TOMS RIVER, NJ 08753 | TRUSTEE | 0 | $25,000 |
| LYNN PERLMUTTER 1591 BEAVER HOLLOW DR, TOMS RIVER, NJ 087552101 | TRUSTEE | 0 | $0 |
| BRETT RAND 24 OVERLOOK DR, JACKSON, NJ 08527 | TRUSTEE | 0 | $0 |
| DARREN RAND 2020 BROOKWOOD DR, TOMS RIVER, NJ 08755 | TRUSTEE | 0 | $0 |
| JULIE HEISE 500 EAGLE POINT DR, TOMS RIVER, NJ 087533354 | TRUSTEE | 0 | $0 |
| KEVIN RAND 5 ANTIGUA AVENUE, TOMS RIVER, NJ 08753 | TRUSTEE | 0 | $0 |
| STUART PERLMUTTER 33 ROBINHOOD RD, MORRIS PLAINS, NJ 079503058 | TRUSTEE | 0 | $0 |
| TAMMY BREEN 36 HALEY CIRCLE, BARNEGAT, NJ 08005 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 HAINES COVE DR, TOMS RIVER, NJ 08753-6810
- In care of
- % PERLMART INC
- Signed the 990-PF
- JENNIFER PERLMUTTER RUSSO, TRUSTEE
- Phone
- (732) 600-9133
- Return prepared by
- RONALD A IVANICKI PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6949741
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,222,081
- Income (IRS master file)
- $885,119
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $233,223 | $154,484 | $5,222,081 | IRS |
| 990-PF | December 2023 | $133,405 | $146,238 | $4,939,523 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-6949741).
Questions about JOEL & LYNN PERLMUTTER FAM FOUNDATION TR
- What is the EIN of JOEL & LYNN PERLMUTTER FAM FOUNDATION TR?
- The employer identification number (EIN) of JOEL & LYNN PERLMUTTER FAM FOUNDATION TR is 22-6949741.
- Is JOEL & LYNN PERLMUTTER FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to JOEL & LYNN PERLMUTTER FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOEL & LYNN PERLMUTTER FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOEL & LYNN PERLMUTTER FAM FOUNDATION TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOEL & LYNN PERLMUTTER FAM FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOEL & LYNN PERLMUTTER FAM FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $25,000 (JENNIFER PERLMUTTER RUSSO, TRUSTEE).
- How much revenue does JOEL & LYNN PERLMUTTER FAM FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $233,223, expenses of $154,484 and total assets of $5,222,081 at year end.
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