Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
PERLIN FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)10301 FIREFLY CIRCLE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FAIRFAX STATION, VA22039
A Employer identification number

45-2467431
B Telephone number (see instructions)

(571) 344-8602
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,983,193J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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 bullet
3 Interest on savings and temporary cash investments 11,830 11,830  
4 Dividends and interest from securities...... 19,887 19,887  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,474
b Gross sales price for all assets on line 6a 1,012,528
7 Capital gain net income (from Part IV, line 2)... 2,474
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........ 34,191 34,191  
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)......... Click to see attachment 797 398   399
b Accounting fees (attach schedule)....... Click to see attachment 2,180 1,090   1,090
c Other professional fees (attach schedule).... Click to see attachment 8,558 8,558   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 487 454   13
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,022 10,500   1,502
25 Contributions, gifts, grants paid........ 255,450 255,450
26 Total expenses and disbursements. Add lines 24 and 25 267,472 10,500   256,952
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -233,281
b Net investment income (if negative, enter -0-) 23,691
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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.......... 5,078,570 2,191,828 2,191,828
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)........ 0 Click to see attachment1,432,853 1,560,566
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 0 Click to see attachment1,219,031 1,229,222
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment1,577 Click to see attachment1,577
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,078,570 4,845,289 4,983,193
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 bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 5,078,570 4,845,289
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,078,570 4,845,289
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,078,570 4,845,289
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,078,570
2 Enter amount from Part I, line 27a..................... 2 -233,281
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,845,289
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,845,289
Form 990-PF (2013)
Form 990-PF (2013)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 1,009,763   1,010,054 -291
b 2,765     2,765
c
d
e
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       -291
b       2,765
c
d
e
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 2,474
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 222,412 2,025,106 0.109827
2011 0 2,000,000 0.000000
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2 0.109827
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.054914
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 4,897,204
5 Multiply line 4 by line 3....................... 5 268,925
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 237
7 Add lines 5 and 6......................... 7 269,162
8 Enter qualifying distributions from Part XII, line 4.............. 8 256,952
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 474
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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............................ 3 474
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- ..... 5 474
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 10
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 464
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-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 page 19 of
the instructions for 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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:
  • By language in the governing instrument, or
  • 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
     
    No
    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 XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    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 addressbulletN/A
    14
    The books are in care ofbulletGARY PERLIN Telephone no.bullet (571) 334-8602
    Located atbullet10301 FIREFLY CIRCLEFAIRFAX STATIONVA ZIP+4bullet22039
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, 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 instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    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 2013?.............
    1c
     
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?.........................
    b
    If "Yes," did it have excess business holdings in 2013 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 Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    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 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
     
    .........bullet
    c
    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?............
    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?........................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    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
    AMY R PERLIN PRESIDENT
    0.10     		0 0 0
    10301 FIREFLY CIRCLE
    FAIRFAX STATION,VA22039
    GARY L PERLIN TREASURER
    0.10     		0 0 0
    10301 FIREFLY CIRCLE
    FAIRFAX STATION,VA22039
    GREGORY R DAVIS SECRETARY
    0.10     		0 0 0
    10301 FIREFLY CIRCLE
    FAIRFAX STATION,VA22039
    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...................bullet 0
    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.............bullet0
    Part IX-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  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    244,860
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    474
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    474
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    244,386
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    244,386
    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 XIII,
    line 1................................
    7
    244,386
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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 V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 244,386
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 111,770
    fTotal of lines 3a through e......... 111,770
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 256,952
    a Applied to 2012, 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 2013 distributable amount..... 244,386
    e Remaining amount distributed out of corpus 12,566
    5 Excess distributions carryover applied to 2013. 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 5 124,336
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		124,336
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 111,770
    e Excess from 2013.... 12,566
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2013, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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, b, or c 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 X, 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 XV
    Supplementary Information (Complete this part only if the organization 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).)
    AMY R PERLIN
    GARY L PERLIN
    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 bullet
    aThe name, address, and telephone number 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 (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    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
    AMERICAN JEWISH COMMITTEE
    1156 15TH ST NW
    WASHINGTON,DC20005     		  CHARITABLE 501 C 3 ENHANCE THE WELL-BEING OF THE JEWISH PEOPLE AND TO ADVANCE HUMAN RIGHTS AND DEMOCRATIC VALUES 10,000
    COLONIAL WILLIAMSBURG FOUNDATION
    P O BOX 1776
    WILLIAMSBURG,VA23187     		  CHARITABLE 501 C 3 PRESERVATION, RESTORATION, AND PRESENTATION OF 18TH-CENTURY WILLIAMSBURG 10,000
    GEORGETOWN UNIVERSITY
    BOX 0734
    WASHINGTON,DC20073     		  UNIVERSITY STUDY OF THE GLOBAL DIMENSIONS OF JUDAISM THROUGHOUT THE AGES AND ESPECIALLY IN OUR OWN ERA 3,600
    HEWBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION
    1 WEST FOURTH ST
    NEW YORK,NY10012     		  CHARITABLE 501 C 3 DEVELOPING JEWISH PROFESSIONAL AND LAY LEADERS, ADVANCING THE STUDY OF JEWISH CULTURE 61,000
    JACOB RADER MARCUS CENTER OF THE AMERICAN JEWISH ARCHIVES
    3101 CLIFTON AVE
    CINCINNATI,OH45220     		  CHARITABLE 501 C 3 COLLECT, PRESERVE, AND MAKE AVAILABLE MATERIALS ON THE HISTORY OF JEWS AND JEWISH COMMUNITIES 7,200
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 MONTROSE ROAD
    ROCKVILLE,MD20852     		  CHARITABLE 501 C 3 DEEPENS ENGAGEMENT IN JEWISH LIFE AND STRENGTHENS THE BONDS AMONG JEWS AROUND THE WORLD 25,000
    JEWISH SOCIAL SERVICES AGENCY
    200 WOOD HILL ROAD
    ROCKVILLE,MD20850     		  CHARITABLE 501 C 3 PROVIDES COUNSELING, EDUCATIONAL, EMPLOYMENT, IN-HOME SUPPORT, HOSPICE AND NURSING CARE 10,000
    KBY CONGREGATIONS TOGETHER INC - DONOR ADVISED
    P O BOX 23170
    BROOKLYN,NY11202     		  CHARITABLE 501 C 3 MOBILIZE AND CREATE INDIVIDUAL AND INSTITUTIONAL CONNECTIONS TO ISRAELI CONGREGATIONS 21,960
    LORTON COMMUNITY ACTION CENTER
    9518 RICHMOND HWY
    LORTON,VA22079     		  CHARITABLE 501 C 3 PROVIDE LOW-INCOME INDIVIDUALS, SENIOR CITIZENS AND FAMILIES WITH ACCESS TO BASIC NEEDS 10,000
    PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ08544     		  UNIVERSITY TO STRENGTHEN THE UNIVERSITY TO BETTER SERVE THE NATION AND THE WORLD 20,000
    RELIGIOUS ACTION CENTER OF REFORM JUDAISM
    2027 MASSECHUSETTS AVENUE NW
    WASHINGTON,DC20036     		  CHARITABLE 501 C 3 EDUCATES AND MOBILIZES THE REFORM JEWISH COMMUNITY ON LEGISLATIVE AND SOCIAL CONCERNS 40,000
    SHELTER HOUSE INC
    12310 PINECREST RD STE 304
    RESTON,VA20191     		  CHARITABLE 501 C 3 CRISIS INTERVENTION, SAFE HOUSING AND SERVICES TO THE HOMELESS AND VICTIMS OF DOMESTIC VIOLENCE 3,600
    SMITHSONIAN INSTITUTION - NATIONAL PORTRAIT GALLERY
    750 NINTH STREST NW STE 410
    WASHINGTON,DC20013     		  CHARITABLE 501 C 3 TELLS THE HISTORY OF AMERICA THROUGH INDIVIDUALS WHO HAVE SHAPED ITS CULTURE 15,000
    UNION FOR REFORM JUDAISM
    633 THIRD AVENUE
    NEW YORK,NY10017     		  CHARITABLE 501 C 3 DEEPEN JEWISH LEARNING, ENERGIZE WORSHIP, PURSUE SOCIAL JUSTICE AND DEVELOP INSPIRED LEADERSHIP 18,090
    Total .................................bullet 3a 255,450
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-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 11,830  
    4 Dividends and interest from securities....     14 19,887  
    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 2,474  
    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 34,191 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1334,191
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN: 45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,180 1,090   1,090

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN: 45-2467431
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIA GROUP LIMITED 4,115 4,415
    ABBOTT LABS 12,570 13,684
    ADOBE SYSTEMS INC 2,399 2,575
    AIR METHODS CORP 4,158 5,243
    AIR PRODUCTS & CHEMICALS INC 8,556 8,942
    AKAMAI TECHNOLOGIES INC 2,362 2,312
    AKZO NOBEL NV 10,205 11,904
    ALEXION PHARAMCEUTICALS INC 3,938 4,518
    ALLERGAN INC 3,958 4,776
    ALTERA CORP 3,484 3,284
    AMAZON.COM INC 9,789 11,964
    ANADARKO PETE CORP 6,279 5,790
    ANHEISER BUSCH INBEV 4,297 4,684
    ANSYS INC 6,586 6,714
    APPLE INC 19,357 21,319
    APPLIED MATERIALS INC 4,962 5,322
    APTARGROUP INC 5,495 6,103
    ARM HOLDINGS PLC 1,960 2,244
    ATLAS COPCO 6,376 6,385
    BG GROUP PLC 9,012 9,993
    BP PLC 5,427 5,930
    BNP PARIBAS 6,528 7,416
    BT GROUP PLC 2,157 2,462
    BANK NEW YORK MELLON 4,702 5,276
    BARCLAYS PLC 5,126 5,457
    BAXTER INTERNATIONAL INC 3,763 3,895
    BAYER AG 7,116 8,288
    BIOMARIN PHARMACEUTICAL INC 4,415 4,432
    BIOGEN IDEC INC 6,838 7,828
    BLACKBAUD INC 4,608 4,706
    BOEING CO 3,819 4,231
    BRISTOL MYERS SQUIBB 6,429 6,963
    C H ROBINSON WORLDWIDE INC 3,194 3,209
    CLECO CORP 7,314 7,459
    CVS CAREMARK CORP 8,016 9,376
    CANADIAN PACIFIC RAILWAY LTD 2,904 3,329
    CANON INC 3,260 3,328
    CARDTRONICS INC 5,135 5,866
    CELGENE CORP 3,963 4,393
    CENOVUS ENERGY INC 3,680 3,635
    CEPHEID 4,786 5,461
    CHEFS WAREHOUSE INC 5,191 6,269
    CHESAPEAKE ENERGY CORP 4,284 4,397
    CHEVRON CORP 5,361 5,496
    CHINA UNICOM LTD 2,582 2,545
    CHIPOTLE MEXICAN GRILL INC 2,687 3,197
    CITIGROUP INC 6,037 6,357
    CITRIX SYSTEMS INC 4,987 4,744
    COCA COLA ENTERPRISES INC 2,793 3,133
    COMCAST CORP 3,979 4,625
    COMCAST CORP SPL 5,617 6,435
    COMPASS GROUP PLC 1,744 1,988
    COMPASS MINERALS INTERNATIONAL INC 4,414 4,723
    COMPUTERSHARES LTD 1,688 1,731
    CONCHO RES INC 2,501 2,484
    CORPORATE EXECUTIVE BRD CO 4,597 5,110
    COSTCO WHOLESALE CORP 4,363 4,523
    COSTAR GROUP INC 4,678 5,168
    CUBIST PHARMACEUTICALS INC 6,720 7,162
    DBS GROUP HOLDINGS LTD 5,924 6,176
    DANAHER CORP 6,508 7,180
    DANONE 5,855 5,696
    DASSAULT SYSTEMS SA 3,918 3,854
    DENSO CORP 10,570 11,643
    DEVRY ED GROUP INC 3,479 3,941
    DIAGEO PLC 4,639 4,900
    DICKS SPORTING GOODS INC 2,915 3,254
    DISNEY WALT CO 7,930 9,321
    DISCOVERY COMMUNICATIONS 3,409 3,798
    DIRECTV 2,293 2,555
    DONALDSON INC 3,661 4,042
    DOW CHEMICAL CO 3,574 3,996
    DRIL-QUIP INC 5,969 6,046
    DUNKIN BRANDS GROUP INC 2,774 2,988
    E M C COMMUNICATIONS 8,027 8,048
    EBAY INC 1,208 1,207
    ERICSSON ADR 4,362 4,382
    EXPONENT INC 4,103 4,482
    EXPRESS SCRIPTS HOLDING CO 5,815 6,392
    EXXON MOBIL CORP 9,226 10,322
    FMC TECHNOLOGIES INC 1,252 1,201
    FACEBOOK INC 5,517 6,339
    F5 NETWORKS INC 3,241 3,453
    FIDELITY NATIONAL INFORMATION SERVICES 2,309 2,630
    FIRST REP BANK SAN FRANCISCO 7,285 8,114
    FRANKLIN RESOURCES INC 4,012 4,618
    GDF SUEZ 5,560 5,606
    GARTNER INC 7,029 8,171
    GENERAL DYNAMICS CORP 6,631 7,262
    GENERAL MLS INC 6,584 6,688
    GENERAL MOTORS CO 6,271 6,948
    GILEAD SCIENCES INC 4,260 4,957
    GLACIER BANCORP INC 4,902 5,749
    GLAXOSMITHKLINE PLC 6,628 6,887
    GOLDMAN SACHS GROUP INC 11,823 12,940
    GOOGLE INC 17,669 21,293
    GREENHILL & CO INC 2,225 2,491
    GROUP 1 AUTOMOTIVE INC 4,532 4,261
    GULFPOINT ENERGY CORP 8,647 9,154
    HDFC BANK LTD 2,353 2,583
    HSBC HOLDINGS PLC 9,416 9,648
    HARMAN INTERNATIONAL INDUSTRIES INC 4,386 5,157
    HEARTLAND EXPRESS INC 3,036 3,885
    HEINEKEN NV 3,121 3,111
    HENNES & MAURITZ AB 3,368 3,810
    HIBBETT SPORTS INC 4,652 5,506
    HITACHI LTD 2,857 2,954
    HITTITE MICROWAVE CORP 1,494 1,482
    HONDA MOTOR LTD AMERICAN SHS 10,391 11,082
    HONEYWELL INTERNATIONAL INC 6,399 6,944
    HUTCHINSON WHAMPOA LTD 9,107 10,086
    ICU MED INC 2,679 2,485
    IBERIABANK CORP 3,216 3,645
    ICICI BK LTD 1,118 1,264
    ILLUMINA INC 3,359 4,313
    INFINEON TECHNOLOGIES AG 3,755 4,128
    ING GROEP NV 4,618 5,534
    INTEL CORP 7,948 8,669
    INTERNATIONAL BUSINESS MACHINES 4,921 5,064
    INTERNATIONAL GAME TECHNOLOGY 1,296 1,344
    ITAU UNIBANCO SA 2,453 2,524
    JPMORGAN CHASE & CO 21,416 23,567
    JACOBS ENGINEERING GROUP INC 4,578 4,976
    JOHNSON & JOHNSON 12,895 13,372
    JOHNSON CONTROLS INC 3,646 4,207
    JULIUS BAER GROUP LTD 3,233 3,324
    KDDI CORP 6,812 7,736
    KIRBY CORP 6,743 7,742
    KONINKLIJKE PHILIPS NV 7,210 8,170
    LI & FUNG LTD 4,950 4,645
    LMVH MOET HENESSY LOU VUITTON 4,888 4,860
    LAUDER ESTEE COMPANIES INC 3,848 4,143
    LIFE TIME FITNESS INC 3,656 3,525
    LINCOLN ELECTRIC HOLDINGS INC 4,009 4,280
    LINKEDIN CORP 6,550 5,854
    LOCKHEED MARTIN CORP 9,838 11,298
    LORILLARD INC 7,294 8,109
    LUXOTTICA GROUP SPA 3,313 3,397
    MANNING & NAPIER INC 3,976 4,289
    MARKETAXESS HOLDINGS INC 6,347 7,228
    MASTERCARD INC 11,682 14,203
    MCDONALDS CORP 1,822 1,844
    MEAD JOHNSON NUTRITION CO 2,575 2,764
    MEDNAX INC 7,532 7,900
    MERCK & CO 8,822 9,209
    METLIFE INC 12,785 14,235
    MICROS SYSYTEMS INC 1,636 1,836
    MICROCHIP TECHNOLOGY INC 4,637 5,146
    MIDDLEBY CORP 8,200 9,349
    MITSUBISHI UFJ FINANCIAL GROUP INC 7,124 7,635
    MOBILE MINI INC 3,002 3,624
    MONDELEZ INTERNATIONAL INC 3,658 4,024
    MONSANTO CO 6,033 6,760
    MORGAN STANLEY 2,004 2,289
    NASDAQ OMX GROUP INC 2,857 2,985
    NATURAL GROCERS BY VITAMIN COT 3,190 3,523
    NESTLE SA 17,895 19,207
    NETFLIX INC 3,229 3,682
    NEWELL RUBBERMAID INC 4,747 5,542
    NEWS CORP 4,746 5,136
    NIKE INC 4,577 5,190
    NOBEL ENERGY INC 1,285 1,294
    NORDSON CORP 4,034 4,087
    NOVARTIS AG 10,005 10,691
    NOVO-NORDISK AS 4,446 4,804
    NUCOR CORP 1,911 1,975
    O REILLY AUTOMOTIVE INC 786 772
    OCCIDENTAL PETE CORP 9,194 9,605
    ORACLE CORP 5,422 6,275
    PPG INDUSTRIES INC 1,893 2,086
    PVH CORP 5,539 5,985
    PERNOD RICARD SA 5,286 5,135
    PETROLEO BRASILEIRO SA 4,801 4,616
    PET SMART INC 4,350 4,365
    PFIZER INC 16,968 17,949
    PHILIP MORRIS INTERNATIONAL INC 10,524 10,717
    PIER 1 IMPORTS INC 2,790 3,070
    POWER INTEGRATIONS INC 2,338 2,456
    PRECISION CASTPARTS CORP 4,658 5,386
    PRICELINE.COM INC 9,379 10,462
    PRICESMART INC 6,481 7,510
    PROASSURANCE CORP 6,709 6,884
    PROCTOR & GAMBLE CO 7,724 7,978
    PHOTO LABS INC 4,509 4,413
    PRUDENTIAL FINANCIAL INC 4,120 4,703
    PUBLICIS SA 4,689 5,361
    QEP RES INC 4,225 4,536
    QUESTAR CORP 5,065 5,242
    RPM INTERNATIONAL INC 8,207 9,257
    RALPH LAUREN CORP 1,355 1,413
    RBC BEARINGS INC 3,539 3,891
    RECKITT BENCKISER PLC 5,064 5,573
    RED HAT INC 2,648 3,082
    RESMED INC 5,807 5,555
    RIO TINTO PLC 12,889 14,785
    RITCHIE BROS AUCTIONEERS 4,015 4,517
    ROCHE HOLDING LIMITED 13,027 14,010
    ROYAL BANK SCOTLAND GROUP PLC 3,008 3,195
    ROYAL DUTCH SHELL PLC 11,424 12,330
    RYLAND GROUP INC 5,105 5,774
    SVB FINANCIAL GROUP 7,164 8,389
    ST JUDE MED INC 2,533 2,912
    SALESFORCE.COM INC 4,715 5,243
    SCHLUMBERGER LTD 2,106 2,073
    SEVEN & I HOLDINGS CO LTD 3,568 3,897
    SIEMENS AG 17,701 20,638
    SIGNATURE BK NEW YORK 8,519 9,668
    SOLERA HOLDINGS INC 5,320 6,439
    SPLUNK INC 2,588 3,021
    SPROUTS FARMERS MARKET INC 781 692
    STARBUCKS CORP 3,597 3,763
    STATE STREET CORP 3,138 3,376
    STEPAN CO 3,262 3,610
    STERIS CORP 4,312 4,805
    SUMITOMO MITSUI FINANCIAL GROUP INC 8,472 9,252
    SUPERIOR ENERGY SERVICES INC 3,964 4,178
    SYMRISE AG 3,925 4,097
    TJX COMPANIES INC 4,815 5,417
    TABLEAU SOFTWARE INC 518 551
    TAIWAN SEMICONDUCTOR MFG LTD 3,376 3,453
    TARGET CORP 4,415 4,429
    TELECOM ITALIA SPA 841 1,066
    TELEFONICA BRASIL SA 1,477 1,499
    TESLA MOTORS INC 2,299 2,256
    THERMO FISHER SCIENTIFIC INC 5,748 6,792
    3M CO 4,673 5,470
    TIM PARTICIPACOES SA 1,584 1,863
    TOKIO MARINE HOLDINGS INC 2,713 2,809
    TORO CO 5,605 6,424
    TRACTOR SUPPLY CO 6,496 7,603
    TRAVELERS COMPANIES INC 6,654 7,153
    TRIPADVISOR INC 1,881 1,988
    TUPPERWARE BRANDS CORP 5,089 5,483
    TWENTY FIRST CENTURY FOX INC 1,309 1,336
    TWITTER INC 1,236 1,655
    TYLER TECHNOLOGIES INC 7,494 8,783
    UMPQUA HOLDINGS CORP 3,158 3,579
    UNDER ARMOUR INC 2,701 2,881
    UNION PACIFIC CORP 2,852 3,024
    UNITED PARCEL SERVICE 9,507 10,823
    UNITED TECHNOLOGIES CORP 10,147 10,925
    URBAN OUTFITTERS INC 3,684 3,525
    VERIZON COMMUNIATIONS INC 6,181 6,241
    VERTEX PHARMACEUTICALS INC 2,972 3,046
    VISA INC 5,735 6,680
    VMWARE INC 3,486 3,678
    VODAFONE GROUP PLC 6,638 7,548
    WABTEC CORP 5,206 6,016
    WADDELL & REED FINANCIAL INC 5,575 6,772
    WALMART STORES INC 6,262 6,295
    WATERS CORP 5,145 5,100
    WELLS FARGO & CO 16,597 17,797
    WESTPAC BKG CORP 6,382 6,391
    WHOLE FOODS MARKET INC 4,157 4,337
    WORKDAY INC 1,944 2,079
    ZEBRA TECHNOLOGIES CORP 4,638 5,300
    ZIMMER HOLDINGS INC 3,119 3,262
    ZURICH INS GROUP LTD 1,886 1,976
    ARCOS DORADOS HOLDINGS INC 3,046 3,248
    ACCENTURE PLC IRELAND 7,060 7,811
    COVIDIEN PLC 4,066 4,358
    DELPHI AUTOMOTIVE PLC 3,269 3,427
    EATON CORP PLC 4,898 5,405
    MICHAEL KORS HOLDINGS LTD 5,315 5,683
    PERRIGO CO PLC 3,107 3,069
    ACE LIMITED 4,138 4,555
    TYCO INTERNATIONAL LTD 4,188 4,884
    UBS AG 6,011 5,885
    NIELSEN HOLDINGS NV 1,792 1,876
    AMERICAN CAMPUS COMMUNITIES INC REIT 4,919 4,703
    AMERICAN TOWER CORP REIT 2,342 2,554
    MID-AMERICA APT COMMUNITIES INC REIT 3,824 3,766
    NATIONAL HEALTH INVS INC REIT 4,104 4,039

    TY 2013 InvestmentsOtherSchedule2
    Name:
    PERLIN FAMILY FOUNDATION
    EIN: 45-2467431
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DWS RREEF GLOBAL REAL ESTATE SECURITIES FUND AT COST 4,189 4,133
    DODGE & COX INCOME FUND AT COST 122,978 122,918
    DOUBLELINE TOTAL RETURN BOND FUND AT COST 40,039 39,505
    FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND AT COST 39,395 39,824
    FEDERATED SHORT TERM INCOME FUND AT COST 39,811 39,765
    GATEWAY FUND AT COST 8,189 8,392
    GOLDMAN SACHS EMERGING MARKETS DEBT FUND AT COST 44,398 44,319
    IVY ASSET STRATEGY FUND AT COST 9,268 10,006
    JOHN HANCOCK GLOBAL ABSOLUTE RETURN FUND AT COST 12,929 13,129
    JPMORGAN CORE BOND FUND AT COST 160,150 158,506
    JPMORGAN HIGH YIELD FUND AT COST 40,136 39,712
    LEGG MASON BW INTERNATIONAL OPPORTUNITY BOND FUND AT COST 39,830 39,856
    CLEARBRIDGE EQUITY INCOME FUND AT COST 131,398 139,968
    LOOMIS SAYLES STRATEGIC ALPHA FUND AT COST 39,531 39,917
    PIMCO UNCONSTAINED BOND FUND AT COST 88,358 87,601
    PIMCO TOTAL RETURN FUND AT COST 123,897 123,356
    TEMPLETON GLOBAL BOND FUND AT COST 64,684 65,640
    VIRTUS EMERGING MARKETS OPPORTUNITIES FUND AT COST 80,362 81,833
    WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND AT COST 12,299 12,516
    WESTERN ASSET INFLATION INDEX ED PLUS BOND FUND AT COST 44,634 44,113
    ISHARES RUS 1000 ETF AT COST 6,584 7,016
    AQR DIVERSIFIED ARBITRAGE FUND AT COST 11,072 10,771
    AQR MANAGED FUTURES STRATEGY FUND AT COST 13,577 14,150
    CREDIT SUISSE COMMODITY RETURN STRATEGY FUND AT COST 4,218 4,137
    ASG GLOBAL ALTERNATIVES FUND AT COST 12,865 12,757
    NEUBERGER BERMAN LONG SHORT FUND AT COST 12,201 12,668
    ROBECO BP LONG/SHORT RESEARCH FUND AT COST 12,039 12,714

    TY 2013 LegalFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN: 45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 797 398   399


    TY 2013 OtherAssetsSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN: 45-2467431
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS REPORTED IN CURRENT YEAR, NOT YET RECEIVED   1,577 1,577


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN: 45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 8,558 8,558   0


    TY 2013 TaxesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN: 45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 442 442   0
    TAXES AND LICENSES 25 12   13
    EXCISE TAX 20 0   0