Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ROSLYN & JOSEPH PERLMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 430 CLAVEY LANE
 
Room/suite
City or town
HIGHLAND PARK
State or province
IL
Country  
ZIP or foreign postal code
60035
A Employer identification number

01-0756986
B Telephone number (see instructions)

8472661960
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,456,440
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 121 121  
4 Dividends and interest from securities... 23,915 23,915  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 54,291
b Gross sales price for all assets on line 6a 66,221
7 Capital gain net income (from Part IV, line 2)... 54,291
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 78,327 78,327  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 3,012 0   3,012
b Accounting fees (attach schedule)....... 3,750 0   3,750
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,346 276   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,457 9,018   2,440
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,565 9,294   9,202
25 Contributions, gifts, grants paid....... 108,340 108,340
26 Total expenses and disbursements. Add lines 24 and 25 ................ 128,905 9,294   117,542
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -50,578
b Net investment income (if negative, enter -0-) 69,033
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 119,987 50,846 50,846
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 595,744 Click to see attachment
List of Attached Documents:
// Content
614,307
1,405,594
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 715,731 665,153 1,456,440
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 952,183 952,183
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -236,452 -287,030
29 Total net assets or fund balances (see instructions)..... 715,731 665,153
30 Total liabilities and net assets/fund balances (see instructions). 715,731 665,153
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
715,731
2
Enter amount from Part I, line 27a .....................
2
-50,578
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
665,153
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
665,153
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 10 SHS ALPHABET INC P 2015-08-25 2025-08-13
b 35 SHS AMERICAN EXPRESS P 2015-03-10 2025-01-08
c 45 SHS FISERV INC P 2013-07-26 2025-02-07
d 25 SHS STRYKER CORP P 2013-07-26 2025-03-06
e 85 SHS STRYKER CORP P 2013-07-26 2025-05-01
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,044   303 1,741
b 10,568   2,791 7,777
c 10,384   1,043 9,341
d 9,913   1,771 8,142
e 31,699   6,022 25,677
1,613     1,613
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,741
b       7,777
c       9,341
d       8,142
e       25,677
      1,613
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 54,291
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 .........................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 960
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 960
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 960
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,596
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,596
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 636
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax636 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofJUDITH PERLMAN Telephone no. (847) 266-1960

Located at430 CLAVEY LANEHIGHLAND PARKIL ZIP+4600354531
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JUDITH PERLMAN DIRECTOR / PRESIDENT
0.00
0 0 0
430 CLAVEY LANE
HIGHLAND PARK,IL60035
JUDITH PERLMAN DIRECTOR / SECRETARY
0.00
0 0 0
430 CLAVEY LANE
HIGHLAND PARK,IL60035
JUDITH PERLMAN DIRECTOR / TREASURER
0.00
0 0 0
430 CLAVEY LANE
HIGHLAND PARK,IL60035
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,358,959
b
Average of monthly cash balances.......................
1b
117,063
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,476,022
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,476,022
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,140
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,453,882
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
72,694
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
72,694
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
960
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
960
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
71,734
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
71,734
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
71,734
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
117,542
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
117,542
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 71,734
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 35,679
b From 2021...... 23,881
c From 2022...... 35,647
d From 2023...... 38,855
e From 2024...... 38,404
f Total of lines 3a through e ........ 172,466
4Qualifying distributions for 2025 from Part
XI, line 4: $ 117,542
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) .....
0
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 71,734
e Remaining amount distributed out of corpus 45,808
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 218,274
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
35,679
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
182,595
10 Analysis of line 9:
a Excess from 2021 .... 23,881
b Excess from 2022 .... 35,647
c Excess from 2023 .... 38,855
d Excess from 2024 .... 38,404
e Excess from 2025 .... 45,808
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

A SAFE PLACE

2710 17TH STREET
ZION,IL60099
NONE   GENERAL CHARITABLE PURPOSES 500

ABRAHAM INITIATIVES

1460 BROADWAY
NEW YORK,NY10036
NONE   GENERAL CHARITABLE PURPOSES 500

ACTORS FUND THE

729 SEVENTH AVE 10TH FL
NEW YORK,NY10102
NONE   GENERAL CHARITABLE PURPOSES 200

AMERICAN CIVIL LIBERTIES UNION FOUNDATION

PO BOX 97396
WASHINGTON,DC20090
NONE   GENERAL CHARITABLE PURPOSES 500

AMERICAN COLLEGE OF PREVENTIVE MEDICINE

1200 FIRST ST NE SUITE 315
WASHINGTON,DC20002
NONE   GENERAL CHARITABLE PURPOSES 500

AMERICAN FRIENDS OF THE PARENTS CIRCLE

4 E 95TH ST 5C
NEW YORK,NY10128
NONE   GENERAL CHARITABLE PURPOSES 500

AMERICAN INDIAN COLLEGE FUND

PO BOX 172449
DENVER,CO80217
NONE   GENERAL CHARITABLE PURPOSES 200

AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE

PO BOX 96033
WASHINGTON,DC20077
NONE   GENERAL CHARITABLE PURPOSES 300

ANTI-CRUELTY SOCIETY

157 W GRAND AVE
CHICAGO,IL60654
NONE   GENERAL CHARITABLE PURPOSES 200

ASPCA

PO BOX 96929
WASHINGTON,DC20077
NONE   GENERAL CHARITABLE PURPOSES 150

ASPIRATECH

1770 1ST STREET SUITE 108
HIGHLAND PARK,IL60035
NONE   GENERAL CHARITABLE PURPOSES 300

BRENNAN CENTER FOR JUSTICE

PO BOX 536
ETNA,NH03750
NONE   GENERAL CHARITABLE PURPOSES 200

CEDILLE CHICAGO NFP (FKA THE CHICAGO CLASSICAL RECORDING FOUNDATION)

1205 W BALMORAL
CHICAGO,IL60640
NONE   GENERAL CHARITABLE PURPOSES 50

CELIAC DISEASE CENTER UNIVERSITY OF CHICAGO

5235 HARPER CT STE 450
CHICAGO,IL60615
NONE   GENERAL CHARITABLE PURPOSES 100

CENTER FOR VICTIMS OF TORTURE

PO BOX 6030
ALBERT LEA,MN56007
NONE   GENERAL CHARITABLE PURPOSES 200

CHARITY NAVIGATOR

PO BOX 5117
BOONE,IA50905
NONE   GENERAL CHARITABLE PURPOSES 100

CHICAGO BOTANIC GARDEN

1000 LAKE COOK ROAD
GLENCOE,IL60022
NONE   GENERAL CHARITABLE PURPOSES 100

CHICAGO COALITION FOR THE HOMELESS

70 E LAKE 720
CHICAGO,IL60601
NONE   GENERAL CHARITABLE PURPOSES 200

CHICAGO SYMPHONY ORCHESTRA

220 S MICHIGAN AVE
CHICAGO,IL60604
NONE   GENERAL CHARITABLE PURPOSES 100

COMMON CAUSE EDUCATION FUND

805 15TH STREET NW
WASHINGTON,DC20005
NONE   GENERAL CHARITABLE PURPOSES 100

COMPASSION AND CHOICES

PO BOX 485
ETNA,NH03750
NONE   GENERAL CHARITABLE PURPOSES 300

CONGREGATION HAKAFA

PO BOX 409
GLENCOE,IL60022
NONE   GENERAL CHARITABLE PURPOSES 6,000

CORNELL LAB OF ORNITHOLOGY

PO BOX 37330
BOONE,IA50037
NONE   GENERAL CHARITABLE PURPOSES 100

COUNCIL FOR JEWISH ELDERLY SENIOR LIFE

3003 W TOUHY
CHICAGO,IL60645
NONE   GENERAL CHARITABLE PURPOSES 100

CURE CHILDHOOD CANCER

200 WEST FALL RD
ROCHESTER,NY14620
NONE   GENERAL CHARITABLE PURPOSES 500

CURT'S CAFE

2922 CENTRAL ST
EVANSTON,IL60201
NONE   GENERAL CHARITABLE PURPOSES 100

DEFENDERS OF WILDLIFE

PO BOX 1553
MERRIFIELD,VA22116
NONE   GENERAL CHARITABLE PURPOSES 200

EARTHJUSTICE

PO BOX 96346
WASHINGTON,DC20077
NONE   GENERAL CHARITABLE PURPOSES 200

ENVIRONMENTAL DEFENSE FUND

PO BOX 98051
WASHINGTON,DC20077
NONE   GENERAL CHARITABLE PURPOSES 200

FEED THE CHILDREN

PO BOX 36
OKLAHOMA CITY,OK73101
NONE   GENERAL CHARITABLE PURPOSES 500

FEEDING AMERICA

35 E WACKER DRIVE 2000
CHICAGO,IL60601
NONE   GENERAL CHARITABLE PURPOSES 500

FINCA

PO BOX 98048
WASHINGTON,DC20090
NONE   GENERAL CHARITABLE PURPOSES 500

FOS FEMINISTA

125 MAIDEN LANE 7TH FL
NEW YORK,NY10038
NONE   GENERAL CHARITABLE PURPOSES 100

FOUNTAIN HOUSE

425 W 47TH ST
NEW YORK,NY10036
NONE   GENERAL CHARITABLE PURPOSES 300

FRIENDS OF THE GLENCOE PUBLIC LIBRARY

320 PARK AVE
GLENCOE,IL60022
NONE   GENERAL CHARITABLE PURPOSES 50

FRIENDS OF THE GREEN BAY TRAIL

PO BOX 545
GLENCOE,IL60022
NONE   GENERAL CHARITABLE PURPOSES 1,000

FRIENDS OF THE HIGHLAND PARK LIBRARY

494 LAUREL AVE
HIGHLAND PARK,IL60035
NONE   GENERAL CHARITABLE PURPOSES 50

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL60632
NONE   GENERAL CHARITABLE PURPOSES 3,000

GUTTMACHER INSTITUTE

125 MAIDEN LANE 7TH FLOOR
NEW YORK,NY10038
NONE   GENERAL CHARITABLE PURPOSES 100

HOME

945 W GEORGE ST STE 218
CHICAGO,IL60657
NONE   GENERAL CHARITABLE PURPOSES 50

HADASSAH

60 REVERE DRIVE 800
NORTHBROOK,IL60062
NONE   GENERAL CHARITABLE PURPOSES 5,000

HAND IN HAND

PO BOX 80102
PORTLAND,OR97280
NONE   GENERAL CHARITABLE PURPOSES 300

HIAS

1300 SPRING STREET SUITE 500
SILVER SPRING,MD20910
NONE   GENERAL CHARITABLE PURPOSES 200

HIGHLAND PARK COMMUNITY FOUNDATION

PO BOX 398
HIGHLAND PARK,IL60035
NONE   GENERAL CHARITABLE PURPOSES 1,500

HIGHLAND PARK FIREFIGHTERS ASSOCIATION

PO BOX 401
HIGHLAND PARK,IL60035
NONE   GENERAL CHARITABLE PURPOSES 25

HILLEL INTERNATIONAL

800 EIGHTH STREET NW
WASHINGTON,DC20001
NONE   GENERAL CHARITABLE PURPOSES 300

HUMANE SOCIETY OF THE US

PO BOX 97170
WASHINGTON,DC20077
NONE   GENERAL CHARITABLE PURPOSES 200

ILLINOIS HOLOCAUST MUSEUM

9603 WOODS DR
SKOKIE,IL60077
NONE   GENERAL CHARITABLE PURPOSES 200

INJUSTICE WATCH

55 E JACKSON ST
CHICAGO,IL60604
NONE   GENERAL CHARITABLE PURPOSES 200

INTERNATIONAL CAMPAIGN FOR TIBET

PO BOX 9005
WALDORF,MD20604
NONE   GENERAL CHARITABLE PURPOSES 50

INTERNATIONAL RELIEF TEAMS

4560 ALVARADO CANYON RD 1H
SAN DIEGO,CA92120
NONE   GENERAL CHARITABLE PURPOSES 300

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068
ALBERT LEA,MN56007
NONE   GENERAL CHARITABLE PURPOSES 6,000

J STREET EDUCATION FUND

PO BOX 66073
WASHINGTON,DC20035
NONE   GENERAL CHARITABLE PURPOSES 30,000

JANE GOODALL INSTITUTE

PO BOX 97305
WASHINGTON,DC20090
NONE   GENERAL CHARITABLE PURPOSES 100

JEWISH FOUNDATION FOR THE RIGHTEOUS

80 MAIN ST SUITE 380
WEST ORANGE,NJ07052
NONE   GENERAL CHARITABLE PURPOSES 200

LEAGUE OF WOMEN VOTERS EDUCATION FUND

PO BOX 96338
WASHINGTON,DC20090
NONE   GENERAL CHARITABLE PURPOSES 200

LETS GET READY

82 NASSAU ST 61819
NEW YORK,NY10038
NONE   GENERAL CHARITABLE PURPOSES 1,500

MAGEN DAVID ADOM

20 WEST 36TH ST SUITE 1100
NEW YORK,NY10018
NONE   GENERAL CHARITABLE PURPOSES 1,000

MAZON

PO BOX 96119
WASHINGTON,DC20090
NONE   GENERAL CHARITABLE PURPOSES 500

MEALS ON WHEELS

7222 W CERMAK RD SUITE 302
NORTH RIVERSIDE,IL60546
NONE   GENERAL CHARITABLE PURPOSES 600

MERCY CORPS

PO BOX 37800
BOONE,IA50037
NONE   GENERAL CHARITABLE PURPOSES 200

MUSIC INSTITUTE OF CHICAGO

622 DAVIS STREET 4TH FLOOR
EVANSTON,IL60201
NONE   GENERAL CHARITABLE PURPOSES 200

NATIONAL AUDUBON SOCIETY

PO BOX 97188
WASHINGTON,DC20090
NONE   GENERAL CHARITABLE PURPOSES 200

NATIONAL PARK FOUNDATION

PO BOX 17394
BALTIMORE,MD21297
NONE   GENERAL CHARITABLE PURPOSES 50

NATIONAL PARKS CONSERVATION ASSOCIATION

PO BOX 97202
WASHINGTON,DC20077
NONE   GENERAL CHARITABLE PURPOSES 200

NATIONAL WILDLIFE FEDERATION

PO BOX 1583
MERRIFIELD,VA22116
NONE   GENERAL CHARITABLE PURPOSES 200

NATURAL RESOURCES DEFENSE COUNCIL

PO BOX 1830
MERRIFIELD,VA22116
NONE   GENERAL CHARITABLE PURPOSES 200

NATURE CONSERVANCY THE

4245 N FAIRFAX DR SUITE 100
ARLINGTON,VA22203
NONE   GENERAL CHARITABLE PURPOSES 200

NO KID HUNGRY

C/O SHARE OUR STRENGTH PO
ZION,IL60099
NONE   GENERAL CHARITABLE PURPOSES 500

NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY

255 W 36TH ST SUITE 701
NEW YORK,NY10018
NONE   GENERAL CHARITABLE PURPOSES 100

NORTH SHORE MUSICIAN'S CLUB

1024 EASTWOOD RD
GLENCOE,IL60022
NONE   GENERAL CHARITABLE PURPOSES 2,000

NORTH SHORE SENIOR CENTER

161 NORTHFIELD RD
NORTHFIELD,IL60093
NONE   GENERAL CHARITABLE PURPOSES 25

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN CT
GENEVA,IL60134
NONE   GENERAL CHARITABLE PURPOSES 3,000

OCEAN CONSERVANCY

PO BOX 96003
WASHINGTON,DC20090
NONE   GENERAL CHARITABLE PURPOSES 200

OGLALA LAKOTA COLLEGE FUND

PO BOX 537
KYLE,SD57752
NONE   GENERAL CHARITABLE PURPOSES 200

OLD DOG DOCUMENTARIES

16 CHURCH ST
WOODSTOCK,VT05091
NONE   GENERAL CHARITABLE PURPOSES 300

ORBIS

PO BOX 510
ETNA,NH03750
NONE   GENERAL CHARITABLE PURPOSES 100

PARTNERS IN HEALTH

800 BOYLSTON STREET SUITE 300
BOSTON,MA02199
NONE   GENERAL CHARITABLE PURPOSES 200

PATHFINDERS INTERNATIONAL

9 GALEN STREET SUITE 217
WATERTOWN,MA02472
NONE   GENERAL CHARITABLE PURPOSES 50

PAWS CHICAGO

1997 N CLYBOURN
CHICAGO,IL60614
NONE   GENERAL CHARITABLE PURPOSES 25

PAWS FOR PURPLE HEARTS

BOX 1209
MERRIFIELD,VA22116
NONE   GENERAL CHARITABLE PURPOSES 100

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAM STREET 10TH FLOOR
NEW YORK,NY10038
NONE   GENERAL CHARITABLE PURPOSES 500

RAVINIA FESTIVAL ASSOCIATION

418 SHERIDAN ROAD
HIGHLAND PARK,IL60035
NONE   GENERAL CHARITABLE PURPOSES 2,500

READING IS FUNDAMENTAL

PO BOX 96897
WASHINGTON,DC20090
NONE   GENERAL CHARITABLE PURPOSES 25

REFUGEE ONE

5705 N LINCOLN AVE
CHICAGO,IL60659
NONE   GENERAL CHARITABLE PURPOSES 400

REMOTE AREA MEDICAL

2200 STOCK CREEK BLVD
ROCKFORD,TN37853
NONE   GENERAL CHARITABE PURPOSES 200

SAGE

PO BOX 22876
NEW YORK,NY10087
NONE   GENERAL CHARITABLE PURPOSES 50

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST
FAIRFIELD,CT06825
NONE   GENERAL CHARITABLE PURPOSES 2,500

SAVING TINY HEARTS

1305 BUSCH PARKWAY STE 101
BUFFALO GROVE,IL60089
NONE   GENERAL CHARITABLE PURPOSES 200

SAVOYAIRES

PO BOX 126
EVANSTON,IL60204
NONE   GENERAL CHARITABLE PURPOSES 100

SE LAKE CO FAITH IN ACTION

655 DEERFIELD RD PMS 331
DEERFIELD,IL60015
NONE   GENERAL CHARITABLE PURPOSES 300

SHALOM CENTER

4314 39TH AVENUE
KENOSHA,WI53144
NONE   GENERAL CHARITABLE PURPOSES 500

SHALVA

PO BOX 46375
CHICAGO,IL60646
NONE   GENERAL CHARITABLE PURPOSES 500

SKOKIE VALLEY AGUDATH JACOB SYNAGOGUE

8825 E PRAIRIE RD
SKOKIE,IL60076
NONE   GENERAL CHARITABLE PURPOSES 2,300

SOCIETY FOR PREVENTION OF CRUELTY TO ANIMALS (SPCA)

PO BOX 96506
WASHINGTON,DC20090
NONE   GENERAL CHARITABLE PURPOSES 100

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVE
MONTGOMERY,AL36104
NONE   GENERAL CHARITABLE PURPOSES 300

TAC (TREATMENT ADVOCACY CENTER)

200 N GLEBE RD SUITE 801
ARLINGTON,VA22203
NONE   GENERAL CHARITABLE PURPOSES 10,000

TECHNOSERVE

PO BOX 96828
ARLINGTON,VA20077
NONE   GENERAL CHARITABLE PURPOSES 200

THRESHOLDS

4101 N RAVENSWOOD AVE
CHICAGO,IL60613
NONE   GENERAL CHARITABLE PURPOSES 1,000

TIME TO DANCE

505 LAUREL
HIGHLAND PARK,IL60035
NONE   GENERAL CHARITABLE PURPOSES 500

TRILOGY

1400 W GREENLEAF AVE
CHICAGO,IL60626
NONE   GENERAL CHARITABLE PURPOSES 100

T'RUAH

266 W 37TH ST SUITE 803
NEW YORK,NY10018
NONE   GENERAL CHARITABLE PURPOSES 50

TRUST FOR PUBLIC LAND

PO BOX 96315
WASHINGTON,DC20090
NONE   GENERAL CHARITABLE PURPOSES 50

UNICEF

125 MAIDEN LANE
NEW YORK,NY10038
NONE   GENERAL CHARITABLE PURPOSES 1,000

UNITED NEGRO COLLEGE FUND

PO BOX 55040
BOSTON,MA02205
NONE   GENERAL CHARITABLE PURPOSES 100

UNITED WAY OF LAKE COUNTY

330 S GREENLEAF ST
GURNEE,IL60031
NONE   GENERAL CHARITABLE PURPOSES 100

WBEZ

PO BOX 95090
CHICAGO,IL60694
NONE   GENERAL CHARITABLE PURPOSES 3,000

WELLESLEY COLLEGE

106 CENTRAL STREET
WELLESLEY,MA02481
NONE   GENERAL CHARITABLE PURPOSES 2,500

WILDERNESS SOCIETY THE

P O BOX 97231
WASHINGTON,DC20036
NONE   GENERAL CHARITABLE PURPOSES 200

WOMEN FOR WOMEN INTERNATIONAL

2000 M STREET NW SUITE 200
WASHINGTON,DC20036
NONE   GENERAL CHARITABLE PURPOSES 200

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037
NONE   GENERAL CHARITABLE PURPOSES 100

WTTW

5400 N ST LOUIS AVE
CHICAGO,IL60625
NONE   GENERAL CHARITABLE PURPOSES 3,000

LYRIC OPERA OF CHICAGO

20 N WACKER DR STE 860
CHICAGO,IL60606
NONE   GENERAL CHARITABLE PURPOSES 40

HABITAT FOR HUMANITY

322 W LAMAR ST
AMERICUS,GA31709
NONE   GENERAL CHARITABLE PURPOSES 50

NATIONAL TRUST FOR HISTORIC PRESERVATION

PO BOX 5043
HAGERSTOWN,MD21741
NONE   GENERAL CHARITABLE PURPOSES 50

NATIONAL IMMIGRATION LAW CENTER

PO BOX 743013
LOS ANGELES,CA90074
NONE   GENERAL CHARITABLE PURPOSES 50

PARALYZED VETERANS OF AMERICA

PO BOX 758521
TOPEKA,KS68675
NONE   GENERAL CHARITABLE PURPOSES 50

NATIONAL YIDDISH BOOK CENTER

1021 WEST STREET
AMHERST,MA01002
NONE   GENERAL CHARITABLE PURPOSES 50
Total ................................. 3a 108,340
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 121  
4 Dividends and interest from securities ....     14 23,915  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 54,291  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 78,327 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
78,327
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ROSLYN & JOSEPH PERLMAN FOUNDATION
EIN:
01-0756986
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 3,750 0   3,750

TY 2025 InvestmentsCorpStockSchedule
Name:
ROSLYN & JOSEPH PERLMAN FOUNDATION
EIN:
01-0756986
Name of Stock End of Year Book Value End of Year Fair Market Value
325 SHS ACCENTURE PLC 23,737 87,198
690 SHS ALPHABET INC 20,912 216,522
465 SHS AMERICAN EXPRESS CO 37,076 172,027
630 SHS FISERV INC 14,596 42,317
330 SHS JOHNSON & JOHNSON 49,186 68,294
270 SHS MICROSOFT CORP 8,531 130,577
500 SHS NESTLE S A 33,469 49,390
1175 SHS PFIZER INC 19,681 29,258
270 SHS STRYKER CORP 19,128 94,897
850 SHS THE COCA-COLA CO 34,516 59,424
800 SHS WELLS FARGO & CO 34,847 74,560
250 SHS WILLIS TOWERS WATSON P F 31,305 82,150
1920 SHS WEYERHAEUSER CO 46,990 45,485
15,843.328 SHS VANGUARD SHORT TERM INVEST GRADE 162,261 166,672
180 SHS CHUBB LTD 47,580 56,182
375 SHS UBER TECHNOLOGIES INC 30,492 30,641

TY 2025 LegalFeesSchedule
Name:
ROSLYN & JOSEPH PERLMAN FOUNDATION
EIN:
01-0756986
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,012 0   3,012


TY 2025 OtherExpensesSchedule
Name:
ROSLYN & JOSEPH PERLMAN FOUNDATION
EIN:
01-0756986
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 25 0   25
INVESTMENT ACCOUNT FEES 9,018 9,018   0
BOOKKEEPING FEES 2,036 0   2,037
BANK CHARGES 378 0   378


TY 2025 TaxesSchedule
Name:
ROSLYN & JOSEPH PERLMAN FOUNDATION
EIN:
01-0756986
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 2,070 0   0
FOREIGN TAX PAID 276 276   0