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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
PERLIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6900 FLEETWOOD ROAD NO 302
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MCLEAN, VA22101
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$7,726,981
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 20,735 20,735  
4 Dividends and interest from securities... 109,117 109,117  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,999
b Gross sales price for all assets on line 6a 3,171,003
7 Capital gain net income (from Part IV, line 2)... 0
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........ 126,853 129,852  
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)......... 325 163   162
b Accounting fees (attach schedule)....... 3,240 1,620   1,620
c Other professional fees (attach schedule).... 48,405 48,405   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 14,595 4,843   12
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 361 181   180
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,926 55,212   1,974
25 Contributions, gifts, grants paid....... 334,000 334,000
26 Total expenses and disbursements. Add lines 24 and 25 400,926 55,212   335,974
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -274,073
b Net investment income (if negative, enter -0-) 74,640
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 332,597 336,545 336,545
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)....... 5,191,178 Click to see attachment4,990,394 6,002,440
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).......... 1,339,959 Click to see attachment1,262,760 1,386,349
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,685 Click to see attachment1,647 Click to see attachment1,647
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,865,419 6,591,346 7,726,981
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 6,865,419 6,591,346
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,865,419 6,591,346
30 Total liabilities and net assets/fund balances (see instructions). 6,865,419 6,591,346
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,865,419
2
Enter amount from Part I, line 27a .....................
2
-274,073
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,591,346
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 29 .
6
6,591,346
Form 990-PF (2020)
Form 990-PF (2020)
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 3,170,838   3,174,002 -3,164
b 165     165
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       -3,164
b       165
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 -2,999
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,037
c All other domestic foundations enter 1.39% 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 1,037
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 1,037
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,600
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 6,563
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet6,563 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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 atbullet6900 FLEETWOOD ROAD 302MCLEANVA ZIP+4bullet22101
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    6900 FLEETWOOD ROAD 302
    MCLEAN,VA22101
    GARY L PERLIN TREASURER
    0.10
    0 0 0
    6900 FLEETWOOD ROAD 302
    MCLEAN,VA22101
    GREGORY R DAVIS SECRETARY
    0.10
    0 0 0
    6900 FLEETWOOD ROAD 302
    MCLEAN,VA22101
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    6,556,950
    b
    Average of monthly cash balances.......................
    1b
    356,926
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,913,876
    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
    6,913,876
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    103,708
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,810,168
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    340,508
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    340,508
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,037
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,037
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    339,471
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    339,471
    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
    339,471
    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
    335,974
    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
    335,974
    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
    335,974
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 339,471
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 54,024
    b From 2016...... 34,090
    c From 2017...... 31,145
    d From 2018...... 25,258
    e From 2019...... 156,993
    fTotal of lines 3a through e........ 301,510
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 335,974
    a Applied to 2019, 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 2020 distributable amount..... 335,974
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 3,497 3,497
    (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 5 298,013
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    50,527
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    247,486
    10 Analysis of line 9:
    a Excess from 2016.... 34,090
    b Excess from 2017.... 31,145
    c Excess from 2018.... 25,258
    d Excess from 2019.... 156,993
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION
    1 WEST FOURTH ST
    NEW YORK,NY10012
    NONE CHARITABLE 501 C 3 DEVELOPING JEWISH PROFESSIONAL AND LAY LEADERS, ADVANCING THE STUDY OF JEWISH CULTURE 240,000
    LAURENCE SCHOOL
    13639 VICTORY BLVD
    VAN NUYS,CA91401
    NONE CHARITABLE 501 C 3 DEVELOP THE UNIQUE ABILITIES AND POTENTIAL OF EACH STUDENT 24,000
    LORTON COMMUNITY ACTION CENTER
    9518 RICHMOND HWY
    LORTON,VA22079
    NONE CHARITABLE 501 C 3 PROVIDE LOW-INCOME INDIVIDUALS, SENIOR CITIZENS AND FAMILIES WITH ACCESS TO BASIC NEEDS 20,000
    SMITHSONIAN INSTITUTION - NATIONAL PORTRAIT GALLERY
    750 NINTH STREST NW STE 410
    WASHINGTON,DC20013
    NONE CHARITABLE 501 C 3 TELLS THE HISTORY OF AMERICA THROUGH INDIVIDUALS WHO HAVE SHAPED ITS CULTURE 50,000
    Total .................................bullet 3a 334,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 20,735  
    4 Dividends and interest from securities....     14 109,117  
    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 -2,999  
    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).. 0 126,853 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    126,853
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,240 1,620   1,620

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LIMITED SPONSORED ADR 32,363 42,024
    ACCENTURE PLC IRELAND SHS CLASS A 18,519 26,121
    ACCO BRANDS CORP 3,762 3,710
    AIR LIQUIDE ADR 19,328 21,256
    AIR PRODUCTS & CHEMICALS INC 64,113 80,053
    ALIBABA GROUP HLDG LTD SPONS ADS 18,207 16,058
    ALLEGIANT TRAVEL COMPANY 4,343 6,056
    ALLEGION PLC 13,726 16,991
    ALLSTATE CORPORATION 32,379 33,309
    ALPHABET INCORPORATED 54,604 75,364
    ALSTOM SA ADR 21,093 23,901
    ALTRA INDL MOTION 10,753 18,126
    AMAZON.COM 38,644 71,652
    AMGEN INC 49,144 50,582
    ANSYS INCORPORATED 9,294 15,280
    AON PLC SHS CL A 28,297 31,268
    APPLE INCORPORATED 84,318 175,151
    ARTISAN PARTNERS ASSET MGMT IN 5,241 8,810
    ASPEN TECHNOLOGY 13,648 15,370
    AUTOHOME INC SP ADR 16,475 19,426
    AXOS FINL INCORPORATED 7,736 10,546
    AZZ INCORPORATED 4,664 6,262
    BANK OZK 8,142 10,319
    BARNES GROUP 6,898 7,299
    BB SEGURIDADE PARTICIPACOES SA 17,373 11,191
    BECTON DICKINSON & COMPANY 41,750 42,537
    BEIERSDORF AG ADR 22,711 22,626
    BENTLEY SYSTEMS INC 12,376 14,746
    BERKLEY W R CORP 19,504 18,797
    BEST BUY INCORPORATED 42,408 47,400
    BHP GROUP LIMITED SPONSORED ADS 15,971 21,366
    BNP PARIBAS SPONSORED 19,327 18,407
    BRIGHT HORIZONS FAM SOL 10,183 13,666
    BROADCOM INCORPORATED 52,097 78,375
    CACTUS INCORPORATED 3,496 5,162
    CANADIAN NATL RY COMPANY 14,082 17,467
    CARLSBERG AS SPONSORED ADR 18,841 20,840
    CDW CORPORATION 18,360 19,505
    CHARLES RIV LABS 12,660 24,986
    CHEMED CORPORATION NEW 13,807 16,511
    CHEVRON CORPORATION 45,265 32,175
    CHUBB LIMITED 32,246 33,708
    CIMPRESS PLC SHS 6,765 6,317
    CISCO SYSTEMS 54,670 52,134
    CME GROUP 66,903 61,351
    COMCAST CORPORATION NEW CLASS A 60,247 69,535
    COMPANHIA DE SANEAMENTO BASICO SPONS ADR 11,929 9,183
    CONSTRUCTION PARTNERS INC 8,576 14,439
    CONTINENTAL AG SPONS ADS 7,584 10,311
    COOPER COMPANIES 18,533 22,526
    COPART INCORPORATED 13,823 20,996
    DAIWA HOUSE IND LIMITED ADR 21,253 19,409
    DBS GROUP HLDGS LIMITED 16,778 17,279
    DOCUSIGN INCORPORATED 7,559 26,009
    DORMAN PRODUCTS 3,640 3,994
    EAGLE BANCORP 3,825 5,369
    EATON CORPORATION PLC SHS 50,205 70,282
    EBIX INCORPORATED 4,939 6,379
    EDGEWELL PERS CARE 4,075 4,288
    EDWARDS LIFESCIENCES CORP 44,550 47,257
    ELANCO ANIMAL HEALTH 14,386 16,040
    ENEL SOCIETA PER AZIONI UNSPONS ADR 27,001 31,988
    ENGIE SA SPONS ADR 38,088 38,818
    ENN ENERGY HOLDING 22,773 29,236
    ENSIGN GROUP 7,859 13,709
    EQUIFAX INC 13,422 18,513
    EQUINOR ASA SPONSORED ADR 15,326 13,169
    ESPERION THERAPEUTICS INC 2,510 2,002
    EURONET WORLDWIDE 13,953 15,796
    EXPONENT INC 9,408 10,984
    FABRINET SHS 12,198 17,147
    FAIR ISAAC CORPORATION 7,180 12,265
    FB FINL CORPORATION 7,558 7,363
    FEDERATED HERMES CORPORATE BOND 169,382 184,264
    FEDERATED HERMES HIGH YIELD 146,742 149,968
    FEDERATED HERMES INTERNATIONAL BOND 116,354 121,800
    FEDERATED HERMES MORTGAGE STRATEGY 199,268 203,181
    FERGUSON PLC SPONSRD ADR NEW 14,191 20,742
    FLIR SYSTEMS 15,488 12,755
    FLOWSERVE CORPORATION 4,775 5,564
    FLUGHAFEN ZUERICH AG UNSPONS ADR 5,573 9,904
    FLWS/1-800 FLOWERS CLASS A 6,829 7,384
    GRUPO FINANCIERO BANORTE 27,281 27,487
    HALLIBURTON COMPANY 12,510 11,680
    HAMILTON LANE 4,743 6,088
    HEALTHEQUITY INC 4,671 4,601
    HEICO CORPORATION 5,364 6,907
    HELIOS TECHNOLOGIES 5,522 7,461
    HENRY JACK & ASSOC 10,809 12,635
    HEXAGON AB ADR 11,743 18,169
    HITACHI LIMITED 30,296 31,341
    HOME DEPOT 93,061 104,920
    ICICI BK LIMITED ADR 20,407 25,916
    ICON PLC SHS 4,035 5,069
    IHS MARKIT LIMITED 38,548 43,837
    INDUSTRIA DE DISENO TEXTIL 7,578 8,682
    INNOSPEC INCORPORATED 7,862 8,075
    INTERACTIVE BROKERS 8,052 10,722
    INTERCONTINENTAL EXCHANGE 41,870 52,342
    INTRA CELLULAR THERAPIES INC 3,578 5,120
    IQVIA HLDGS INCORPORATED 47,978 58,052
    JPMORGAN CHASE 121,481 124,020
    KADANT INCORPORATED 12,298 19,032
    KANSAS CITY SOUTHERN 40,579 57,156
    KAO CORPORATION UNSPONSORD ADS 14,322 14,528
    KEYSIGHT TECHNOLOGIES INC 53,697 60,365
    KNIGHT SWIFT TRANSN HLDGS 4,997 5,269
    KNORR BREMSE AG UNSPON ADS 14,663 18,823
    LAUDER ESTEE COMPANIES 54,073 76,130
    LENNOX INTERNATIONAL 14,322 16,164
    LGI HOMES INCORPORATED 6,236 7,727
    LIGAND PHARMACEUTICALS 3,706 3,481
    LOJAS RENNER SA SPONS ADR 13,612 14,819
    LONDON STK EXCHANGE GROUP UNSPON ADR 13,755 15,454
    LONZA GROUP AG UNSPONSORED ADR 9,018 16,859
    LOVESAC COMPANY 3,006 6,334
    MAGNOLIA OIL & GAS CORP 6,318 7,173
    MAKITA CORPORATION SPONSORED 20,025 31,197
    MANPOWER GROUP INC 4,228 5,140
    MARATHON PETE CORPORATION 43,132 27,215
    MEDALLIA INC 3,135 4,750
    MEDTRONIC PLC SHS 46,987 52,596
    MEDTRONIC PLC SHS (IRELAND) 29,554 32,916
    MERCK & COMPANY 53,112 52,925
    MERCK KGAA SPONS ADR 16,989 19,748
    MICROSOFT CORPORATION 115,683 182,162
    MINERALS TECHNOLOGIES 4,540 5,218
    MOELIS & COMPANY CLASS A 8,786 12,064
    MONRO INCORPORATED 10,812 9,487
    MOTOROLA SOLUTIONS 77,080 81,119
    MR PRICE GROUP LIMITED SPONSORED 11,734 13,930
    MSCI INCORPORATED 15,076 30,364
    NATIONAL CINEMEDIA 7,488 4,888
    NINTENDO LIMITED ADR 24,760 40,090
    NORDEA BK ABP SPONSORED ADS 14,880 16,730
    NORDSON CORPORATION 16,240 21,100
    NOVA MEASURING INSTRUMENTS 4,562 7,837
    NOVARTIS A G SPONSORED ADR 32,250 35,128
    NXP SEMICONDUCTORS N V 37,261 56,131
    OLLIES BARGAIN OUTLET 4,135 4,661
    OPEN LENDING CORP 3,174 7,551
    PAR TECHNOLOGY 4,498 6,970
    PERNOD RICARD SA ADR 17,198 18,495
    PING AN INS GROUP COMPANY CHINA 40,596 42,441
    PIONEER NAT RES COMPANY 28,666 25,284
    POOL CORPORATION 13,477 24,585
    PRUDENTIAL PLC ADR 23,551 20,939
    P T BK MANDIRI PERSERO 10,966 10,967
    P T TELEKOMUNIKASI INDONESIA 14,405 11,125
    REGAL BELOIT CORPORATION 4,084 5,649
    RELX PLC SPONSORED ADR 36,727 38,272
    REPAY HLDGS CORPORATION 5,313 6,840
    ROLLINS INCORPORATED 8,642 13,284
    ROYAL DSM NV SPON ADR 16,951 24,506
    RYANAIR HLDGS PLC SPONSORED ADR 12,886 19,137
    RYOHIN KEIKAKU COMPANY LIMITED 17,266 16,372
    SAFRAN SPON ADR 42,481 40,114
    SALESFORCE 51,770 76,105
    SAMPO OYJ ADR 19,453 20,768
    SANDS CHINA LIMITED UNSPON ADR 17,408 17,346
    SANDVIK AB ADR 18,350 21,300
    SANMINA CORPORATION 4,254 5,166
    SANOFI SPONSORED ADR 37,443 38,629
    SCOTTS MIRACLE GRO 18,624 39,430
    SENSIENT TECHNOLOGIES CORP 2,678 3,615
    SHIMANO INC UNSPON ADR 14,224 21,019
    SHIN ETSU CHEMICAL 16,714 26,253
    SITEONE LANDSCAPE SUPPLY 13,052 26,491
    SKYLINE CHAMPION CORPORATION 8,074 8,663
    SUMITOMO MITSUI FINL GROUP 23,516 20,595
    SUNCOR ENERGY INCORPORATED NEW 28,806 15,939
    SUZUKI MTR CORPORATION 17,968 19,268
    SYNCHRONY FINL 36,643 36,272
    TAIWAN SEMICONDUCTOR MFG LIMITED 29,493 63,243
    TELENOR ASA SPONSORED ADR 24,747 22,068
    TENCENT HLDGS LIMITED UNSPON ADR 28,058 50,480
    TERADYNE INCORPORATED 18,003 34,169
    TERMINIX GLOBAL HOLDINGS 6,008 6,886
    TESCO PLC SPONSORED ADR 27,165 28,524
    THOR INDUSTRIES 13,435 19,714
    TJX COMPANIES INC 46,442 59,481
    TOWER SEMICONDUCTOR LIMITED SHS 4,106 4,882
    TRANE TECHNOLOGIES PLC 47,661 71,564
    TREEHOUSE FOODS INC 3,078 3,272
    TREX COMPANY INC 2,462 4,353
    UNILEVER PLC SPON ADR NEW 25,138 25,593
    UNION PACIFIC 65,951 79,748
    UNITEDHEALTH GROUP INCORPORATED 45,666 64,876
    UNUM GROUP 4,025 4,267
    UPLAND SOFTWARE 5,270 6,654
    VALVOLINE INCORPORATED 12,472 14,463
    VERIZON COMMUNICATIONS 58,645 57,516
    VESTAS WIND SYSTEMS AS 13,214 35,099
    VINCI S A ADR 19,068 17,595
    VISA INCORPORATED 55,804 68,244
    VIVENDI UNSPON ADR 24,115 27,920
    VOLKSWAGEN AG UNSPONSRED ADS 34,754 33,512
    WALMART INCORPORATED 70,118 84,184
    WEBSTER FINL CORPORATION 9,576 11,549
    WOLTERS KLUWER N V SPONSORED 15,471 18,167
    XEROX HOLDINGS CORP 4,253 5,682
    YETI HOLDINGS INC 3,952 8,559
    ZEBRA TECHNOLOGIES 13,680 26,903

    TY 2020 InvestmentsOtherSchedule2
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARBOR RLTY TR AT COST 4,643 6,395
    AMGEN INC NTS 2.45% DUE 02/21/2030 AT COST 9,997 10,708
    ASTRAZENECA PLC NTS 1.375% DUE 08/06/2030 AT COST 17,948 17,660
    AT&T INC NTS 3.65% DUE 06/01/2051 AT COST 16,934 17,801
    AT&T INC NTS 2.25% DUE 02/01/2032 AT COST 6,987 7,101
    BANK OF AMERICA CORPORATION 1.197% DUE 10/24/2025 AT COST 20,009 20,266
    BLACKROCK INC 1.90% DUE 01/28/2031 AT COST 14,213 14,654
    BP CAPITAL MARKETS AMERICA, INC. 3.5880% DUE 04/14/2027 AT COST 12,737 13,648
    BP CAPITAL MARKETS PLC 3.2790% DUE 09/19/2027 AT COST 22,863 24,641
    CHEVRON CORPORATION 3.0780% DUE 05/11/2050 AT COST 3,000 3,349
    CHEVRON USA INC 1.0180% DUE 08/12/2027 AT COST 15,999 16,079
    CITIGROUP INC. 2.8760% DUE 07/24/2023 AT COST 25,252 25,970
    COMCAST CORPORATION 2.6500% DUE 02/01/2030 AT COST 5,991 6,564
    COMCAST CORPORATION 3.4500% DUE 02/01/2050 AT COST 2,993 3,540
    COMCAST CORPORATION 2.80% DUE 01/15/2051 AT COST 9,925 10,425
    COMCAST CORPORATION 1.50% DUE 02/15/2031 AT COST 7,973 7,946
    CVS HEALTH CORP 5.0500% DUE 03/25/2048 AT COST 22,832 27,106
    EQUINIX INCORPORATED REIT AT COST 46,021 57,849
    EQUINOR ASA NTS 3.125% DUE 04/06/2030 AT COST 6,945 7,874
    EQUINOR ASA NTS 2.375% DUE 05/22/2030 AT COST 18,124 19,199
    EXXON MOBIL CORPORATION 2.4400% DUE 08/16/2029 AT COST 7,013 7,598
    EXXON MOBIL CORPORATION 4.327% DUE 03/19/2050 AT COST 25,000 32,732
    GOLDMAN SACHS GROUP 2.9050% DUE 07/24/2023 AT COST 14,140 14,541
    HUDSON BAY FUND (INTL) AT COST 525,000 599,125
    METLIFE INC 4.550% DUE 03/23/2030 AT COST 17,927 22,490
    MICROSOFT CORPORATION 2.4000% DUE 08/08/2026 AT COST 10,140 10,909
    MICROSOFT CORPORATION 3.3000% DUE 2/06/2027 AT COST 11,688 12,552
    MONMOUTH REAL ESTATE INVT CORPORATION CLASS A AT COST 6,026 7,517
    NATIONAL STORAGE AFFILIATES TR AT COST 8,890 9,296
    ORACLE CORPORATION 2.9500% DUE 04/01/2030 AT COST 6,993 7,827
    PHILIP MORRIS INTL 0.875% DUE 05/01/2026 AT COST 21,919 22,092
    SHELL INTL 2.7500% DUE 04/06/2030 AT COST 17,504 17,610
    UNITED PARCEL SERVICE 4.4500% DUE 04/01/2030 AT COST 10,959 13,760
    US TREASURY NOTES 0.875% DUE 11/15/2030 AT COST 30,893 30,893
    US TREASURY NOTES 1.25% 03/31/2021 AT COST 88,652 88,232
    US TREASURY NOTES 1.5% 09/30/2021 AT COST 19,272 19,272
    US TREASURY NOTES 1.5% 09/30/2021 AT COST 112,370 112,144
    WELLS FARGO & COMPANY 2.3930% DUE 06/02/2028 AT COST 16,000 17,034
    TRUIST FINANCIAL CORP 1.2% DUE 8/5/25 AT COST 10,988 11,291
    CITIGROUP INC. 2.5720% DUE 06/3/2031 AT COST 10,000 10,659

    TY 2020 LegalFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 325 163   162


    TY 2020 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 1,685 1,647 1,647


    TY 2020 OtherExpensesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 361 181   180


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 48,405 48,405   0


    TY 2020 TaxesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 4,830 4,830   0
    TAXES AND LICENSES 25 13   12
    EXCISE TAXES 9,740 0   0