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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,490,104J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,532 3,532  
4 Dividends and interest from securities... 184,371 184,371  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 123,583
b Gross sales price for all assets on line 6a 866,596
7 Capital gain net income (from Part IV, line 2)... 123,583
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)....... Click to see attachment 97 97  
12 Total. Add lines 1 through 11........ 311,583 311,583  
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 1,168 584   584
b Accounting fees (attach schedule)....... Click to see attachment 6,000 3,000   3,000
c Other professional fees (attach schedule).... Click to see attachment 60,061 60,061   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,635 4,796   12
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.......... 84,864 68,441   3,596
25 Contributions, gifts, grants paid....... 375,260 375,260
26 Total expenses and disbursements. Add lines 24 and 25 460,124 68,441   378,856
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -148,541
b Net investment income (if negative, enter -0-) 243,142
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 1,026,814 704,023 704,023
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)....... 1,805,198 Click to see attachment1,836,189 1,894,149
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).......... 3,905,705 Click to see attachment4,050,993 3,873,380
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment20,581 Click to see attachment18,552 Click to see attachment18,552
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,758,298 6,609,757 6,490,104
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 6,758,298 6,609,757
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 instructions)..... 6,758,298 6,609,757
31 Total liabilities and net assets/fund balances (see instructions). 6,758,298 6,609,757
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
6,758,298
2
Enter amount from Part I, line 27a .....................
2
-148,541
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,609,757
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
6,609,757
Form 990-PF (2018)
Form 990-PF (2018)
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 862,747   743,013 119,734
b 3,849     3,849
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       119,734
b       3,849
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 2 123,583
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 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))
2017 363,750 6,790,183 0.053570
2016 332,908 5,995,684 0.055525
2015 354,232 6,044,203 0.058607
2014 317,103 5,261,399 0.060270
2013 256,952 4,897,204 0.052469
2
Total of line 1, column (d) .....................
2
0.280441
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.056088
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,169,213
5
Multiply line 4 by line 3......................
5
402,107
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,431
7
Add lines 5 and 6........................
7
404,538
8
Enter qualifying distributions from Part XII, line 4,.............
8
378,856
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 4,863
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 4,863
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 4,863
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,920
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,300
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,220
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,357
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet5,357 RefundedBullet 11 0
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 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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 bullet  
    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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-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))?
    (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 4945(d)(4)(A)? 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
     
     
    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? .................
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    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.............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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    6,429,327
    b
    Average of monthly cash balances.......................
    1b
    830,510
    c
    Fair market value of all other assets (see instructions)................
    1c
    18,552
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,278,389
    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
    7,278,389
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    109,176
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,169,213
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    358,461
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    358,461
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,863
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,863
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    353,598
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    353,598
    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
    353,598
    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
    378,856
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    378,856
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    378,856
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 353,598
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 12,566
    b From 2014...... 58,241
    c From 2015...... 54,024
    d From 2016...... 34,090
    e From 2017...... 31,145
    fTotal of lines 3a through e........ 190,066
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 378,856
    a Applied to 2017, 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 2018 distributable amount..... 353,598
    e Remaining amount distributed out of corpus 25,258
    5 Excess distributions carryover applied to 2018. 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 5 215,324
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		12,566
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		202,758
    10 Analysis of line 9:
    a Excess from 2014.... 58,241
    b Excess from 2015.... 54,024
    c Excess from 2016.... 34,090
    d Excess from 2017.... 31,145
    e Excess from 2018.... 25,258
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 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).)
    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 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 (2018)
    Form 990-PF (2018)
    Page 11
    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
    HEBREW 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 115,000
    JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA
    8900 LITTLE RIVER TURNPIKE
    FAIRFAX,VA22031     		  CHARITABLE 501 C 3 PROMOTE THE INTERESTS AND WELFARE OF THE JEWISH COMMUNITY, AND TO ENRICH AND FURTHER AN APPRECIATION OF THE SPIRITUAL, CULTURAL AND ETHNIC HERITAGE AND VALUES OF JUDAISM. 10,000
    JEWISH ROCK RADIO
    14560 WHITE BIRCH VALLEY LANE
    CHESTERFIELD,MO63017     		  CHARITABLE 501 C 3 STRENGTHEN JEWISH IDENTITY AND ENGAGEMENT FOR YOUTH AND YOUNG ADULTS THROUGH THE POWER OF MUSIC 9,000
    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 26,760
    LAURENCE SCHOOL
    13639 VICTORY BLVD
    VAN NUYS,CA91401     		  CHARITABLE 501 C 3 DEVELOP THE UNIQUE ABILITIES AND POTENTIAL OF EACH STUDENT 20,000
    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 14,500
    RELIGIOUS ACTION CENTER OF REFORM JUDAISM
    2027 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		  CHARITABLE 501 C 3 JEWISH SOCIAL JUSTICE WORK 50,000
    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 50,000
    WORLD UNION FOR PROGRESSIVE JUDAISM
    633 THIRD AVE 7TH FLOOR
    NEW YORK,NY100176530     		  CHARITABLE 501 C 3 GENERAL SUPPORT 60,000
    Total .................................bullet 3a 375,260
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 3,532  
    4 Dividends and interest from securities....     14 184,371  
    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.....     14 97  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 123,583  
    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).. 0 311,583 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    311,583
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    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) (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.
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,000 3,000   3,000

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Name of Stock End of Year Book Value End of Year Fair Market Value
    58 COM INCORPORATED SPON ADR REP 4,719 3,253
    ABB LIMITED SPONSORED ADR 5,415 4,049
    ABNAMRO GROUP NV UNSPONR ADR 5,540 4,344
    ACCENTURE PLC IRELAND SHS CLASS A 8,523 9,589
    ACTIVISION BLIZZARD INCORPORATED 1,465 1,909
    ACTUANT CORPORATION CLASS A NEW 8,388 7,808
    AERCAP HOLDINGS NV SHS 6,568 6,019
    AFFILIATED MANAGERS GROUP 6,613 6,821
    AFLAC INCORPORATED 2,229 2,278
    AIA GROUP LIMITED SPONSORED ADR 5,609 6,675
    AIR LEASE CORPORATION CLASS A 2,637 2,145
    AIR LIQUIDE ADR 3,254 4,116
    ALIBABA GROUP HLDG LIMITED 5,122 9,047
    ALLEGHANY CORPORATION DEL 9,226 11,220
    ALLERGAN PLC SHS 40,673 26,999
    ALLIANCE DATA SYSTEMS CORPORATION 4,117 2,551
    ALLIANT ENERGY CORPORATION 2,048 2,028
    ALLSTATE CORPORATION 3,961 4,297
    AMC NETWORKS INCORPORATED 4,428 3,842
    AMDOCS LIMITED SHS 4,676 4,804
    AMERICAN ELEC PWR INCORPORATED 2,325 2,466
    AMETEK INCORPORATED NEW 7,584 8,192
    ANADARKO PETE CORPORATION 25,825 23,279
    ANHEUSER BUSCH INBEV SA/NV 9,662 6,384
    AON PLC SHS CL A 15,755 21,949
    APERGY CORPORATION 2,609 1,923
    ARKEMA SPON ADR 3,160 3,685
    ARROW ELECTRS INCORPORATED 2,979 3,310
    ARTISAN PARTNERS ASSET MGMT IN 8,355 6,147
    ASHTEAD GROUP PLC UNSPONSORED 1,153 1,501
    ASML HOLDING N V N Y REGISTRY SHS 7,160 10,893
    ASSA ABLOY AB ADR 7,565 7,786
    AUTODESK INCORPORATED 15,918 37,297
    AVERY DENNISON CORPORATION 2,859 2,875
    BAIDU INCORPORATED SPON ADR REP 3,032 2,855
    BB SEGURIDADE PARTICIPACOES SA 5,185 3,822
    BERRY GLOBAL GROUP INCORPORATED 2,538 2,852
    BHP GROUP LIMITED SPONSORED ADS 9,021 9,706
    BIOGEN INCORPORATED 35,146 36,712
    BORGWARNER INCORPORATED 2,476 1,911
    BOSTON SCIENTIFIC CORPORATION 1,307 1,908
    BRENNTAG AG ADR 5,505 4,085
    BRIDGESTONE CORPORATION ADR 8,098 8,378
    BROADCOM INCORPORATED 16,092 42,210
    BROADRIDGE FINL SOLUTIONS 5,114 8,085
    BROWN & BROWN 9,714 16,812
    BUNZL PUB LIMITED COMPANY SPON 7,081 7,844
    C H ROBINSON WORLDWIDE 7,697 9,586
    CANADIAN NATL RY COMPANY 3,520 4,075
    CARLSBERG AS SPONSORED ADR 4,673 4,838
    CDK GLOBAL INCORPORATED 15,545 12,688
    CENTENE CORPORATION DEL 1,804 1,729
    CHECK POINT SOFTWARE TECH LIMITED 6,442 7,699
    CIELO S A SPONSORED ADR 6,780 2,239
    CIMAREX ENERGY COMPANY 5,353 3,267
    CITRIX SYSTEMS INCORPORATED 7,914 14,447
    COCA COLA EUROPEAN PARTNERS P 2,950 3,530
    COGNIZANT TECHNOLOGY SOLUTIONS 1,101 1,079
    COMCAST CORPORATION NEW CLASS A 32,876 41,235
    COMPAGNIE FIN RICHEMONTAG SWI 10,579 7,970
    COMPANHIA DE SANEAMENTO BASICO 2,548 2,510
    COMPASS GROUP PLC SPONSORED 12,450 14,563
    CONTINENTAL AG SPONSORED ADS 5,776 3,810
    CORE LABORATORIES N V 4,113 2,264
    CREE INCORPORATED 8,921 8,469
    CRH PLC ADR 5,483 4,269
    CROWN HOLDINGS INCORPORATED 2,889 2,286
    CUMMINS INCORPORATED 3,406 2,940
    CURTISS WRIGHT CORPORATION 2,301 2,655
    DAIKIN INDUSTRIES LIMITED 4,940 7,866
    DAIWA HOUSE IND LIMITED ADR 4,601 6,791
    DAVITA INCORPORATED 2,081 1,544
    DBS GROUP HLDGS LIMITED 11,723 12,723
    DELTA AIR LINES INCORPORATED DEL 4,052 3,842
    DEUTSCHE BOERSE UNSPONSORD ADR 2,570 2,795
    DIAMONDBACK ENERGY INCORPORATED 3,920 4,171
    DISCOVER FINL SVCS 10,513 10,498
    DISCOVERY INCORPORATED COM 6,738 5,566
    DOLBY LABORATORIES INCORPORATED 4,834 6,741
    DOLLAR TREE INCORPORATED 2,376 2,529
    DOVER CORPORATION 6,401 5,676
    DTE ENERGY COMPANY 5,713 5,736
    DUN & BRADSTREET CORPORATION 3,568 4,139
    E TRADE FINANCIAL CORPORATION 4,386 4,564
    EAST WEST BANCORP INCORPORATED 6,089 5,746
    EATON CORPORATION PLC SHS 4,634 4,463
    EBAY INCORPORATED 3,592 3,116
    EDISON INTERNATIONAL 3,375 3,009
    ENBRIDGE INCORPORATED 2,981 2,517
    ENERSYS 3,509 3,570
    ENTERGY CORPORATION NEW 5,489 6,025
    EQUINOR ASA SPONSORED ADR 6,376 6,478
    EVEREST RE GROUP LIMITED 4,677 4,573
    EVERGY INCORPORATED 2,932 3,293
    EXPEDIA GROUP INCORPORATED COM 3,790 3,605
    F M C CORPORATION COM NEW 2,331 2,219
    FASTENAL COMPANY 4,892 6,536
    FERGUSON PLC SPONSRD ADR NEW 10,238 9,841
    FIDELITY NATL INFORMATION SVCS 6,904 8,614
    FIFTH THIRD BANCORP 5,233 5,177
    FIRST DATA CORPORATION NEW COM 1,728 1,843
    FLEX LIMITED ORD 1,828 898
    FLUOR CORPORATION NEW 7,423 3,671
    FREEPORT-MCMORAN INCORPORATED 9,765 8,042
    GALP ENERGIA SGPS SA 3,336 2,641
    GCI LIBERTY INCORPORATED COM 1,533 1,935
    GENMAB A S SPONSORED ADR 2,250 1,799
    GIVAUDAN SA ADR 5,851 8,035
    GLOBAL PMTS INCORPORATED 3,184 2,991
    GRACO INCORPORATED 1,906 3,390
    GRAPHIC PACKAGING HLDG COMPANY 3,156 2,522
    HARRIS CORPORATION DEL 3,531 4,982
    HASBRO INCORPORATED 2,114 1,869
    HD SUPPLY HLDGS INCORPORATED 2,999 2,701
    HEINEKEN N V SPONSORED ADR L1 7,033 7,060
    HENKEL AG AND CO KGAA SPONSORED 5,719 5,671
    HILLENBRAND INCORPORATED 4,036 5,386
    HOYA CORPORATION SPONSORED ADR 2,913 3,135
    HP INCORPORATED 7,411 7,325
    HUMANA INCORPORATED 1,191 1,146
    HUNTINGTON BANCSHARES INCORPORATED 6,443 6,711
    HUNTINGTON INGALLS INDUSTRIES INCORPORATED 1,818 2,474
    IAC INTERACTIVE CORP 837 1,464
    ICICI BK LIMITED ADR 7,257 8,335
    ICON PLC SHS 3,417 4,522
    IHS MARKIT LIMITED SHS 4,471 6,428
    IMMUNOGEN INCORPORATED 2,380 1,253
    INFINEON TECHNOLOGIES AG 8,230 6,491
    IONIS PHARMACEUTICALS INCORPORATED 11,556 18,002
    IQVIA HLDGS INCORPORATED 3,744 3,601
    ITT INCORPORATED 2,468 2,220
    JAZZ PHARMACEUTICALS PLC SHS USD 2,564 2,231
    JOHNSON CONTROLS INTERNATIONAL 17,037 11,386
    JULIUS BAER GROUP LIMITED ADR 5,310 4,042
    KAO CORPORATION UNSPONSORD ADS 9,644 12,055
    KAR AUCTION SVCS INCORPORATED 3,330 2,863
    KASIKORNBANK PUB COMPANY LIMITED 2,858 2,652
    KBC GROUP NV UNSPONSORED ADR 6,551 5,345
    KERRY GROUP PLC UNSPONSORD ADR 4,983 4,647
    KEYCORP NEW 4,480 3,459
    KLA-TENCOR CORPORATION 2,433 2,058
    KOMATSU LIMITED SPON ADR NEW 4,397 3,320
    L OREAL COMPANY ADR 4,652 5,566
    L3 TECHNOLOGIES INCORPORATED 10,738 16,324
    LABORATORY CORPORATION AMER 4,377 3,664
    LANDSTAR SYSTEMS INCORPORATED 5,826 8,706
    LEAR CORPORATION COM NEW 4,545 3,440
    LEGG MASON INCORPORATED 18,278 14,617
    LEIDOS HLDGS INCORPORATED 4,784 4,376
    LIBERTY BROADBAND CORPORATION COM SER A 716 1,077
    LIBERTY BROADBAND CORPORATION COM SER C 1,398 2,089
    LIBERTY MEDIA CORPORATION CLASS A 2,610 3,252
    LIBERTY MEDIA CORPORATION CLASS C 5,052 6,455
    LIONS GATE ENTMNT CORPORATION 3,759 1,979
    LOEWS CORPORATION 2,936 3,277
    LOGMEIN INCORPORATED 2,016 1,958
    LONDON STK EXCHANGE GROUP 5,158 4,979
    LONZA GROUP AG UNSPONSORED ADR 4,499 4,599
    LPL FINL HLDGS INCORPORATED 4,938 13,743
    MAKITA CORPORATION SPONSORED 5,277 6,371
    MANPOWERGROUP INCORPORATED 3,610 2,722
    MARATHON PETE CORPORATION 5,805 5,842
    MARKEL CORPORATION 4,941 6,228
    MARSH & MCLENNAN COMPANIES INCORPORATED 2,536 2,871
    MARVELL TECHNOLOGY GROUP 4,265 4,080
    MASCO CORPORATION 3,899 3,713
    MATTHEWS INTERNATIONAL CORPORATION CLASS A 11,026 8,733
    MCCORMICK & COMPANY 4,922 7,937
    MCKESSON CORPORATION 6,113 4,529
    MEDTRONIC PLC SHS 16,371 18,556
    MICHELIN COMPAGNIE GENERALE DE 5,243 4,044
    MOODYS CORPORATION 1,927 2,381
    MOSAIC COMPANY NEW 3,181 3,272
    MR PRICE GROUP LIMITED SPONSORED 2,618 2,977
    NATIONAL AUSTRALIA BK LIMITED 5,036 3,584
    NATIONAL OILWELL VARCO INCORPORATED 7,612 2,493
    NAVIENT CORPORATION 1,710 1,207
    NETAPP INCORPORATED 2,876 3,222
    NETEASE INCORPORATED SPONSORED 1,678 2,118
    NIELSEN HLDGS PLC SHS EUR 13,947 12,645
    NOBLE ENERGY INCORPORATED 5,084 2,908
    NOMAD FOODS LIMITED USD ORD SHS 2,805 2,692
    NORDEA BK ABP SPONSORED ADS 7,393 5,005
    NORDSTROM INCORPORATED 3,139 2,843
    NOVARTIS A G SPONSORED ADR 19,778 19,908
    NOW INCORPORATED 2,689 1,932
    NUANCE COMMUNICATIONS INCORPORATED 7,122 6,284
    NUCOR CORPORATION 5,490 5,647
    NUTRIEN LIMITED 4,415 3,853
    NXP SEMICONDUCTORS N V 4,867 3,811
    OMNICOM GROUP INCORPORATED 991 1,025
    OMRON CORPORATION SPONSORED 3,002 2,297
    OWENS CORNING NEW 3,489 2,507
    P T TELEKOMUNIKASI INDONESIA 3,283 3,565
    PACCAR INCORPORATED 3,884 3,314
    PARKER HANNIFIN CORPORATION 7,736 6,413
    PENTAIR PLC SHS 2,899 2,569
    PERNOD RICARD S A ADR 5,191 7,535
    PING AN INS GROUP COMPANY CHINA 7,063 6,253
    PINNACLE WEST CAP CORPORATION 9,134 9,202
    PIONEER NAT RES COMPANY 5,789 4,603
    POST HLDGS INCORPORATED 4,232 6,596
    PRUDENTIAL PLC ADR 18,552 14,608
    QORVO INCORPORATED 3,240 2,733
    QURATE RETAIL INCORPORATED COM 9,097 7,398
    RECKITT BENCKISER GRP PLC 5,904 5,483
    RED ELECTRICA CORPORACION SA 7,134 7,689
    REGIONS FINL CORPORATION NEW 4,928 4,496
    REINSURANCE GROUP AMER INCORPORATED 6,386 8,133
    RELX PLC SPONSORED ADR 15,788 16,703
    RENTOKIL INITIAL PLC SPONSORED ADR 3,686 3,801
    ROBERT HALF INTERNATIONAL INCORPORATED 5,288 6,178
    ROCHE HLDG LIMITED SPONSORED ADR 11,973 10,925
    ROGERS COMMUNICATIONS 8,257 8,304
    ROSS STORES INCORPORATED 1,971 1,997
    ROYAL DUTCH SHELL PLC SPONS ADR A 12,703 12,295
    RYANAIR HLDGS PLC SPONSORED ADR 5,068 4,280
    RYOHIN KEIKAKU COMPANY LIMITED 5,937 7,647
    SAFRAN S A SPON ADR 8,424 9,006
    SAMPO OYJ ADR 7,758 7,179
    SAMSONITE INTERNATIONAL SA 6,762 5,755
    SANLAM LIMITED SPONSORED ADR 5,462 4,782
    SANTEN PHARMACEUTICAL COMPANY 2,922 3,571
    SAP SE SPON ADR 14,345 16,326
    SCHNEIDER ELECTRIC SE ADR 4,060 3,605
    SEAGATE TECHNOLOGY PLC SHS 30,435 21,302
    SENSATA TECHNOLOGIES HLDNG PLC 7,067 7,174
    SGS SA UNSPONSORED ADR 5,231 5,470
    SKYWORKS SOLUTIONS INCORPORATED 1,600 1,206
    SLM CORPORATION 2,872 2,127
    SMC CORPORATION JAPAN 5,402 6,544
    SMITHS GROUP PLC SPONSORED ADR 3,494 2,675
    SONOVA HLDG AG ADR 8,749 8,830
    SOUTHWEST AIRLS COMPANY 5,909 5,113
    SPIRIT AEROSYSTEMS HLDGS INCORPORATED 1,464 1,658
    STATE STR CORPORATION 2,049 1,640
    STERICYCLE INCORPORATED 30,630 18,859
    SUMITOMO MITSUI FINL GROUP 8,023 6,152
    SUNCOR ENERGY INCORPORATED NEW 14,762 12,349
    SUNTRUST BKS INCORPORATED 6,342 6,759
    SWEDBANK A B SPD ADR 4,557 4,550
    SYNCHRONY FINL 2,531 1,900
    TAIWAN SEMICONDUCTOR MFG LIMITED 7,846 10,630
    TD AMERITRADE HLDG CORPORATION 6,880 7,638
    TE CONNECTIVITY LIMITED REG SHS 26,210 30,176
    TECHTRONIC INDUSTRIES LIMITED 6,981 8,023
    TELENOR ASA SPONSORED ADR 6,576 6,209
    TENCENT HLDGS LIMITED UNSPON ADR 8,985 11,711
    TEXTRON INCORPORATED 2,129 1,794
    TIMKEN COMPANY 2,355 2,314
    TORCHMARK CORPORATION 1,124 1,565
    TOTAL S A SPONSORED ADR 5,803 6,366
    TOWER SEMICONDUCTOR LIMITED SHS 5,180 2,591
    TOYOTA MOTOR CORPORATION SP ADR 6,134 6,036
    TRAVELERS COMPANIES INCORPORATED 3,757 3,592
    TRINSEO S A SHS 2,119 1,236
    TWITTER INCORPORATED 17,901 28,251
    TYSON FOODS INCORPORATED CLASS A 1,222 1,282
    UBISOFT ENTERTAINMENT SA ADR 4,990 4,576
    UBS GROUP AG SHS 8,853 6,091
    UNILEVER N V N Y SHS NEW 3,843 4,573
    UNILEVER PLC SPON ADR NEW 5,572 6,792
    UNITEDHEALTH GROUP INCORPORATED 17,846 49,077
    UNIVERSAL HLTH SVCS INCORPORATED 3,139 3,031
    VALEO SPONSORED ADR 3,564 1,896
    VERSUM MATLS INCORPORATED 2,478 1,913
    VERTEX PHARMACEUTICALS INCORPORATED 12,971 24,194
    VINCI S A ADR 3,874 5,022
    VISTRA ENERGY CORPORATION 2,219 2,266
    VIVENDI SA ADR 7,660 7,176
    VOLKSWAGEN AG UNSPONSRED ADS 7,628 6,861
    W R BERKLEY CORPORATION 4,426 5,026
    WABCO HLDGS INCORPORATED 2,744 3,006
    WATERS CORPORATION 5,177 7,169
    WEATHERFORD INTERNATIONAL PLC 29,688 833
    WESCO INTERNATIONAL INCORPORATED 1,324 1,248
    WESTERN DIGITAL CORPORATION 12,989 9,206
    WESTERN UN COMPANY 23,183 19,875
    WILEY JOHN & SONS INCORPORATED 8,643 8,783
    WILLIS TOWERS WATSON PUB LIMITED 19,517 23,538
    WOLTERS KLUWER N V SPONSORED 4,757 8,327
    WYNDHAM DESTINATIONS INCORPORATED 2,621 1,900
    WYNDHAM HOTELS & RESORTS INCORPORATED 4,826 3,630
    XCEL ENERGY INCORPORATED 7,889 8,277
    XEROX CORPORATION COM NEW 3,074 2,114
    YANDEX N V SHS CLASS A 4,804 4,157
    ZIMMER BIOMET HLDGS INCORPORATED 3,453 3,215

    TY 2018 InvestmentsOtherSchedule2
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABBEY CAPITAL FUTURES STRATEGY AT COST 76,263 71,750
    AMERICAN HOMES 4 RENT CLASS A AT COST 2,212 2,461
    AQR MANAGED FUTURES STRATEGY AT COST 83,096 70,011
    AQR STYLE PREMIA ALTERNATIVE FUND AT COST 88,188 81,389
    BAIRD AGGREGATE BOND FUND INSTL AT COST 160,049 156,796
    BLACKROCK EVENT DRIVEN EQUITY AT COST 74,372 73,550
    BOSTON PARTNERS LONG/SHORT AT COST 57,665 56,472
    BOSTON PROPERTIES INCORPORATED AT COST 8,923 7,991
    CHIRON CAPITAL ALLOCATION FUND AT COST 66,560 59,131
    DODGE & COX INCOME FUND N/L AT COST 138,407 134,231
    DOUGLAS EMMETT INCORPORATED AT COST 4,642 4,915
    DUKE REALTY CORPORATION COM NEW AT COST 5,508 5,206
    EQUITY RESIDENTIAL SH BEN INT REIT AT COST 5,917 5,611
    FEDERATED INSTITUTIONAL HIGH YIELD AT COST 24,738 22,534
    FEDERATED SHORT TERM INCOME FD AT COST 60,582 59,949
    GATEWAY FUND CLASS A M/F - NATIXIS AT COST 37,901 40,779
    GOLDMAN SACHS EMERGING MARKETS AT COST 25,323 23,330
    ISHARES INCORPORATED CORE MSCI EMKT AT COST 258,142 272,810
    ISHARES TR CORE MSCI EAFE AT COST 541,066 512,435
    ISHARES TR CORE US AGG BD ETF AT COST 248,722 243,649
    ISHARES TR RUS MDCP VAL ETF AT COST 5,043 4,886
    JOHN HANCOCK GLOBAL ABSOLUTE AT COST 73,559 68,866
    JPMORGAN HIGH YIELD FUND CLASS I AT COST 25,475 22,361
    KILROY RLTY CORPORATION REIT AT COST 2,535 2,264
    LOOMIS SAYLES STRATEGIC ALPHA AT COST 24,295 23,231
    METROPOLITAN WEST TOTAL RETURN AT COST 141,879 137,233
    PGIM ABSOLUTE RETURN BOND FUND AT COST 23,557 23,305
    PROLOGIS INCORPORATED REIT AT COST 3,426 3,464
    REGENCY CTRS CORPORATION REIT AT COST 5,322 4,753
    RETAIL PPTYS AMER INCORPORATED AT COST 1,901 1,617
    SL GREEN RLTY CORPORATION REIT AT COST 9,130 6,880
    TCG BDC INCORPORATED AT COST 577,698 376,179
    TCG BDC, INC. (RESTRICTED) AT COST 198,829 125,414
    VANGUARD INDEX FUNDS S&P 500 ETF AT COST 636,715 822,950
    VANGUARD MARKET NEUTRAL FUND AT COST 74,040 72,652
    WELLS FARGO CORE BOND FUND AT COST 140,727 137,152
    WESTERN ASSET INFLATION INDEX- ED AT COST 41,080 39,133
    WESTERN ASSET MACRO AT COST 44,602 44,148
    WILLIAM BLAIR MACRO ALLOCATION AT COST 52,904 51,892

    TY 2018 LegalFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,168 584   584


    TY 2018 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 20,581 18,552 18,552


    TY 2018 OtherIncomeSchedule2
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RAYMOND JAMES 97 97 97


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 60,061 60,061   0


    TY 2018 TaxesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 4,783 4,783   0
    TAXES AND LICENSES 25 13   12
    EXCISE TAXES 12,827 0   0