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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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$8,571,689
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 15,350 15,350  
4 Dividends and interest from securities... 143,319 143,319  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 308,432
b Gross sales price for all assets on line 6a 2,821,718
7 Capital gain net income (from Part IV, line 2)... 308,432
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........ 467,101 467,101  
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)......... 550 275   275
b Accounting fees (attach schedule)....... 3,400 1,700   1,700
c Other professional fees (attach schedule).... 59,773 59,773   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 9,731 9,719   12
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 449 225   224
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,903 71,692   2,211
25 Contributions, gifts, grants paid....... 366,760 366,760
26 Total expenses and disbursements. Add lines 24 and 25 440,663 71,692   368,971
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 26,438
b Net investment income (if negative, enter -0-) 395,409
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 336,545 417,437 417,437
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)....... 4,990,394 Click to see attachment4,940,166 6,708,271
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).......... 1,262,760 Click to see attachment1,258,654 1,444,454
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,647 Click to see attachment1,527 Click to see attachment1,527
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,591,346 6,617,784 8,571,689
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........... 6,591,346 6,617,784
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)..... 6,591,346 6,617,784
30 Total liabilities and net assets/fund balances (see instructions). 6,591,346 6,617,784
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
6,591,346
2
Enter amount from Part I, line 27a .....................
2
26,438
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,617,784
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
6,617,784
Form 990-PF (2021)
Form 990-PF (2021)
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 2,820,553   2,513,286 307,267
b 1,165     1,165
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       307,267
b       1,165
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 2 308,432
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here 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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,496
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 5,496
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 6,563
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 6,563
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 1,067
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,067 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,811,573
    b
    Average of monthly cash balances.......................
    1b
    405,262
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,216,835
    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
    8,216,835
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    123,253
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,093,582
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    404,679
    Part X
    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 IX, line 6..................
    1
    404,679
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,496
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,496
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    399,183
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    399,183
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    399,183
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 399,183
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 34,090
    b From 2017...... 31,145
    c From 2018...... 25,258
    d From 2019...... 156,993
    e From 2020......  
    f Total of lines 3a through e ........ 247,486
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 368,971
    a Applied to 2020, 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 2021 distributable amount..... 368,971
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 30,212 30,212
    (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 5 217,274
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    3,878
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    213,396
    10 Analysis of line 9:
    a Excess from 2017.... 31,145
    b Excess from 2018.... 25,258
    c Excess from 2019.... 156,993
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, 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 IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    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 225,000
    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 35,760
    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
    AVODAH
    125 MAIDEN LANE SUITE 8B
    NEW YORK,NY100385041
    NONE CHARITABLE 501 C 3 DEVELOPING LIFELONG SOCIAL JUSTICE LEADERS WHOSE WORK IS INFORMED BY JEWISH VALUES 18,000
    UNION FOR REFORM JUDAISM
    633 THIRD AVE 7TH FLOOR
    NEW YORK,NY100176530
    NONE CHARITABLE 501 C 3 GENERAL SUPPORT 18,000
    Total .................................bullet 3a 366,760
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 15,350  
    4 Dividends and interest from securities ....          
    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 ............
        18 308,432  
    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) .. 0 467,101 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    467,101
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,400 1,700   1,700

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1-800-FLOWERS.COM INC 2,767 2,617
    ABB LTD 19,943 34,544
    ABM INDUSTRIES INC 4,604 4,126
    ACCENTURE PLC 17,593 39,382
    ADIDAS AG 21,659 18,140
    AIR LIQUIDE SA 29,001 32,500
    AIR PRODUCTS & CHEMICALS INC 52,802 73,022
    AKZO NOBEL NV 32,330 28,679
    ALIBABA GROUP HOLDING LTD 31,086 16,987
    ALLEGIANT TRAVEL CO 4,035 5,611
    ALLEGION PLC 13,552 19,071
    ALLSTATE CORP 32,379 35,648
    ALPHABET INC 52,076 118,779
    ALTRA INDUSTRIAL MOTION CORP 11,057 15,884
    AMAZON.COM INC 38,644 73,355
    ANGLO AMERICAN PLC 17,136 15,646
    ANSYS INC 8,851 16,045
    AON PLC 22,370 35,166
    APPLE INC 68,402 188,402
    ARTISAN PARTNERS ASSET 5,848 8,766
    ASPEN TECHNOLOGY INC 13,417 17,655
    AUTOHOME INC 23,919 9,198
    AXOS FINANCIAL INC 9,145 16,885
    BANDAI NAMCO HOLDINGS INC 21,757 20,541
    BANK BRADESCO SA 22,312 16,112
    BANK OZK 9,800 16,472
    BARCLAYS PLC 16,870 16,922
    BARNES GROUP INC 9,454 9,085
    BENTLEY SYSTEMS INC 10,074 14,354
    BEST BUY CO INC 42,408 48,260
    BOISE CASCADE CO 4,360 5,269
    BP PLC 43,667 45,937
    BRIGHT HORIZONS FAMILY SOLUTIONS 15,949 14,224
    BROADCOM INC 48,322 110,458
    CACTUS INC 5,691 8,732
    CARLSBERG A/S 24,664 28,116
    CDW CORP 17,119 28,260
    CHARLES RIVER LABORATORIES 11,774 35,041
    CHEMED CORP 12,916 15,342
    CHINA LONGYUAN POWER GROUP CORP LTD 16,928 25,702
    CHUBB LTD 63,151 78,484
    CIMPRESS PLC 8,389 6,302
    CIRRUS LOGIC INC 9,722 11,410
    CISCO SYSTEMS INC 54,670 73,826
    CLARIVATE PLC 19,101 18,769
    CME GROUP INC 66,903 76,991
    COMCAST CORP 60,247 66,788
    COMPAGNIE FINANCIERE RICHEMONT SA 13,950 16,654
    COMPANHIA DE SANEAMENTO BASICO DO ESTADA DE SAO PAULO 11,929 7,846
    COMPASS GROUP PLC 21,116 22,832
    CONSTRUCTION PARTNERS INC 7,367 11,235
    CONTINENTAL AG 19,822 18,605
    COPART INC 13,153 23,804
    DAIKIN INDUSTRIES LTD 16,561 16,630
    DARDEN RESTAURANTS INC 51,650 51,670
    DBS GROUP HOLDINGS LTD 14,865 19,574
    DEVON ENERGY CORP 39,440 58,939
    DONNELLEY FINANCIAL SOLUTIONS INC 5,100 7,165
    DUCK CREEK TECHNOLOGIES INC 15,213 8,220
    EATON CORP PLC 46,968 94,533
    EBIX INC 5,464 5,168
    EDGEWELL PERSONAL CARE CO 3,815 5,120
    EDWARDS LIFESCIENCES CORP 60,243 88,353
    ELANCO ANIMAL HEALTH INC 13,027 13,367
    ENEL SPA 25,588 23,903
    ENGIE SA 36,636 36,230
    ENN ENERGY HOLDINGS LTD 16,155 26,286
    ENSIGN GROUP INC 9,218 15,197
    EQUIFAX INC 12,747 26,351
    EQUINOR ASA 11,829 16,298
    EURONET WORLDWIDE INC 10,213 10,129
    EXPONENT INC 9,025 13,657
    FABRINET 8,597 18,007
    FAIR ISAAC CORP 6,881 9,974
    FB FINANCIAL CORP 9,916 11,612
    FERGUSON PLC 12,629 26,977
    FOCUS FINANCIAL PARTNERS INC 8,616 8,480
    FUJITSU LTD 16,196 17,545
    GRAND CANYON EDUCATION INC 10,993 9,000
    GRUPO FINANCIERO BANORTE SAB DE CV 19,821 24,337
    HALLIBURTON CO 12,510 14,134
    HAMILTON LANE INC 4,406 6,943
    HEALTHEQUITY INC 9,286 5,751
    HEICO CORP 4,616 6,555
    HELIOS TECHNOLOGIES INC 4,869 13,041
    HITACHI LTD 11,847 17,962
    ICICI BANK LTD 18,129 30,971
    ICON PLC 4,035 8,052
    IHS MARKIT LTD 35,625 59,947
    INDUSTRIA DE DISENO TEXTIL SA 19,138 19,142
    INFINEON TECHNOLOGIES AG 12,494 13,118
    INNOSPEC INC 11,085 11,202
    INTERACTIVE BROKERS GROUP INC 13,014 19,458
    INTERCONTINENTAL EXCHANGE INC 53,759 73,309
    INTRA-CELLULAR THERAPIES INC 4,292 9,421
    IQVIA HOLDINGS INC 43,390 82,667
    JACK HENRY & ASSOCIATES INC 10,116 12,190
    JANUS INTERNATIONAL GROUP INC 8,470 8,514
    JOHNSON & JOHNSON 55,911 56,111
    JPMORGAN CHASE & CO 117,690 149,799
    KADANT INC 8,783 21,665
    KB FINANCIAL GROUP INC 17,384 16,294
    KEYSIGHT TECHNOLOGIES INC 53,697 94,375
    KONINKLIJKE DSM NV 15,967 30,173
    LEGRAND SA 21,795 23,264
    LENNOX INTERNATIONAL INC 14,080 18,813
    LGI HOMES INC 7,718 12,358
    LOJAS RENNER SA 17,653 11,277
    LPL FINANCIAL HOLDINGS INC 18,700 20,972
    MAGNOLIA OIL & GAS CORP MANAGEMENT INC 3,803 10,077
    MAKITA CORP 19,125 25,230
    MARATHON PETROLEUM CORP 43,132 42,105
    MEDTRONIC PLC 75,384 74,381
    MERCK & CO INC 50,579 49,586
    MERCK KGAA 16,114 28,086
    MICROSOFT CORP 113,575 270,401
    MOELIS & CO 6,948 10,814
    MONRO INC 10,704 10,663
    MOTOROLA SOLUTIONS INC 77,080 129,601
    MR PRICE GROUP LTD 9,451 12,200
    MSCI INC 10,642 29,409
    NATIONAL CINEMEDIA INC 7,127 3,692
    NIELSEN HOLDINGS PLC 4,713 4,615
    NORDSON CORP 15,622 25,782
    NOVA LTD 3,479 12,306
    NOVARTIS AG 34,336 34,901
    NU SKIN ENTERPRISES INC 4,974 5,075
    NXP SEMICONDUCTORS NV 34,529 74,484
    OLLIE'S BARGAIN OUTLET HOLDINGS 15,018 10,084
    OPEN LENDING CORP 6,619 6,182
    PAR TECHNOLOGY CORP 3,759 4,644
    PERNOD RICARD SA 17,198 23,186
    PING AN INSURANCE (GROUP) CO. OF CHINA LTD 30,732 19,417
    PIONEER NATURAL RESOURCES CO 48,218 66,932
    POOL CORP 12,660 35,092
    PRUDENTIAL PLC 14,330 11,878
    PT BANK MANDIRI (PERSERO) TBK 16,483 18,592
    PT TELKOM INDONESIA (PERSERO) TBK 13,370 12,727
    RELX PLC 35,588 49,045
    RESOLUTE FOREST PRODUCTS INC 6,744 6,902
    ROLLINS INC 8,414 11,324
    ROPER TECHNOLOGIES INC 65,436 69,352
    RUSH ENTERPRISES INC 5,327 5,731
    RYANAIR HOLDINGS PLC 12,368 17,089
    SAFRAN SA 32,014 26,323
    SALESFORCE.COM INC 48,915 82,084
    SAMPO OYJ 18,561 23,475
    SANDVIK AB 18,350 24,245
    SANMINA CORP 4,254 6,717
    SANOFI SA 36,045 38,327
    SERVISFIRST BANCSHARES INC 7,860 10,448
    SHIMANO INC 16,727 26,465
    SITEONE LANDSCAPE SUPPLY INC 11,333 35,131
    SKYLINE CHAMPION CORP 5,519 15,480
    STANDARD MOTOR PRODUCTS INC 4,903 5,501
    SUNCOR ENERGY INC 22,606 22,672
    SUZUKI MOTOR CORP 17,968 16,000
    SYNCHRONY FINANCIAL 30,201 40,035
    TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 29,035 68,697
    TELEDYNE TECHNOLOGIES INC 7,989 8,301
    TELENOR ASA 23,601 19,411
    TENCENT HOLDINGS LTD 24,622 35,683
    TERADYNE INC 12,571 32,542
    TERMINIX GLOBAL HOLDINGS INC 6,008 6,106
    TESCO PLC 33,391 34,362
    THE COOPER COMPANIES INC 17,409 24,299
    THE ESTEE LAUDER COMPANIES INC 34,822 68,117
    THE HOME DEPOT INC 80,871 142,348
    THE LOVESAC CO 5,393 8,084
    THE SCOTTS MIRACLE GRO CO 17,401 29,785
    THOR INDUSTRIES INC 12,795 20,962
    THRYV HOLDINGS INC 8,892 11,516
    TJX COMPANIES INC 38,865 55,346
    TRANE TECHNOLOGIES PLC 42,968 89,499
    TREX CO INC 2,462 7,022
    UNILEVER PLC 29,852 27,487
    UNION PACIFIC CORP 65,951 96,489
    UNITEDHEALTH GROUP INC 42,726 86,870
    UNIVERSAL MUSIC GROUP NV 8,828 7,834
    UPLAND SOFTWARE INC 2,928 1,112
    VALVOLINE INC 6,853 13,499
    VEECO INSTRUMENTS INC 6,519 7,943
    VERIZON COMMUNICATIONS INC 58,645 50,869
    VESTAS WIND SYSTEMS A/S 12,344 21,018
    VISA INC 55,804 67,614
    VISHAY INTERTECHNOLOGY INC 5,796 5,817
    VOLKSWAGEN AG 19,978 20,849
    WALMART INC 60,358 72,634
    WEBSTER FINANCIAL CORP 9,831 14,909
    WINNEBAGO INDUSTRIES INC 4,096 4,270
    WOLTERS KLUWER NV 14,608 23,916
    WR BERKLEY CORP 19,221 22,987
    YETI HOLDINGS INC 4,113 8,697
    ZEBRA TECHNOLOGIES CORP 12,845 39,283
    FEDERATED HERMES CORP BOND STRATEGY 172,815 179,892
    FEDERATED HERMES HIGH YIELD STRATEGY 149,544 152,529
    FEDERATED HERMES INTL BOND STRATEGY 81,133 75,930
    FEDERATED HERMES MORTGAGE STRATEGY 203,380 200,574

    TY 2021 InvestmentsOtherSchedule2
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMGEN INC SR GLBL NT 30 AT COST 9,997 10,188
    ARBOR REALTY TRUST INC AT COST 4,038 6,888
    ASTRAZENECA FINANCE LLC GLBL NT 1.75%28 AT COST 3,988 3,980
    ASTRAZENECA PLC SR GLBL NT 1.375% 30 AT COST 18,885 17,957
    AT&T INC GLBL NT 1.7%26 AT COST 19,967 19,907
    AT&T INC GLBL NT 2.25%32 AT COST 6,987 6,773
    BK OF AMERICA CORP FR 1.197%102426 AT COST 20,007 19,610
    BK OF AMERICA CORP FR 1.658%031127 AT COST 20,000 19,870
    BLACKROCK INC GLBL NT 1.9%31 AT COST 14,194 13,812
    BP CAP MKTS AMER INC SR GLBL NT 3.588%27 AT COST 12,627 12,967
    BP CAP MKTS P L C SR GLBL NT 3.279%27 AT COST 22,744 23,650
    CANADIAN PAC RY NEW GLBL NT 2.45%31 AT COST 6,013 6,115
    CITIGROUP INC SR GLBL COCO 1.462% 27 AT COST 27,000 26,537
    CITIGROUP INC SR GLBL NT 2.520%32 AT COST 10,977 11,000
    COMCAST CORP NEW GLBL NT 1.5%31 AT COST 7,973 7,560
    EQUINIX INC AT COST 46,021 68,513
    EQUINOR ASA SR GLBL NT 3.125% 30 AT COST 6,945 7,528
    EQUINOR ASA SR GLBL NT 2.375% 30 AT COST 19,124 19,322
    EXXON MOBIL CORP SR GLBL NT 2.440% 29 AT COST 7,012 7,186
    EXXON MOBIL CORP SR GLBL NT 4.327% 50 AT COST 26,252 32,038
    GOLDMAN SACHS GROUP SR GLBL NT 1.341% 27 AT COST 19,000 18,623
    GOLDMAN SACHS GROUP SR GLBL NT27 AT COST 20,000 19,924
    GOLDMAN SACHS GROUP SR GLBL NT32 AT COST 6,000 5,915
    HUDSON BAY FUND (INTL) LTD-URRRJ1 AT COST 435,000 613,675
    JPMORGAN CHASE & CO GLBL NT 1.578%27 AT COST 13,005 12,854
    JPMORGAN CHASE & CO GLBL NT 2.545%32 AT COST 13,000 13,106
    JPMORGAN CHASE & CO SR GLBL NT 27 AT COST 13,000 12,751
    METLIFE INC SR GLBL NT 30 AT COST 17,927 21,293
    MICROSOFT CORP SR GLBL NT3.3%27 AT COST 11,629 11,995
    MORGAN STANLEY FR 0.79%053025 AT COST 19,000 18,755
    MORGAN STANLEY FR 1.593%050427 AT COST 13,000 12,868
    NATIONAL STORAGE AFFILIATES TRUST AT COST 6,688 13,494
    ORACLE CORP SR GLBL NT 26 AT COST 14,003 13,897
    ORACLE CORP SR GLBL NT 30 AT COST 6,993 7,086
    SHELL INTERNATIONAL FIN BV GLBL NT 2.75%30 AT COST 27,779 27,184
    UNITED STATES TREAS BDS 2.375%05/15/51 AT COST 46,090 46,594
    UNITED STATES TREAS NTS 0.125%05/31/22 AT COST 8,002 7,999
    UNITED STATES TREAS NTS 1.25%11/30/26 AT COST 36,980 37,000
    UNITED STATES TREAS NTS 1.375%11/15/31 AT COST 14,839 14,829
    UNITED STATES TREAS NTS0.125%06/30/22 AT COST 157,026 156,939
    WELLS FARGO & CO FR 2.393%060228 AT COST 16,000 16,272
    UNSETTLED TRADES AT COST 32,942 0

    TY 2021 LegalFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 550 275   275


    TY 2021 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 1,647 1,527 1,527


    TY 2021 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 449 225   224


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 59,773 59,773   0


    TY 2021 TaxesSchedule
    Name:
    PERLIN FAMILY FOUNDATION
    EIN:
    45-2467431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 9,706 9,706   0
    TAXES AND LICENSES 25 13   12