TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
VICTOR E PERLEY FUND

Number and street (or P.O. box number if mail is not delivered to street address)16 COOLIDGE AVENUE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WHITE PLAINS, NY10606

A Employer identification number

13-6219298

B Telephone number (see instructions)

(917) 601-7173

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,918,117J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	43,247		43,247
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		63,410
b	Gross sales price for all assets on line 6a 605,935
7	Capital gain net income (from Part IV, line 2)...			63,410
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........	106,657		106,657
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	25,662	25,662
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	250		250
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	25,912		25,662	250
25	Contributions, gifts, grants paid.......	86,000			86,000
26	Total expenses and disbursements. Add lines 24 and 25	111,912		25,662	86,250
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-5,255
b	Net investment income (if negative, enter -0-)			80,995
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	3,572	17,044	17,044
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	446,339	List of Attached Documents: // Content 471,006	461,527
	b	Investments—corporate stock (attach schedule).......	648,468	List of Attached Documents: // Content 646,577	856,868
	c	Investments—corporate bonds (attach schedule).......	320,468	List of Attached Documents: // Content 313,782	299,569
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	288,555	List of Attached Documents: // Content 253,738	283,109
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,707,402	1,702,147	1,918,117
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,707,402	1,702,147
	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).....	1,707,402	1,702,147
	30	Total liabilities and net assets/fund balances (see instructions).	1,707,402	1,702,147

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,707,402

Enter amount from Part I, line 27a .....................

-5,255

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

1,702,147

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,702,147

Form 990-PF (2023)

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	7 A G C O Corp	P	2022-03-16	2023-02-07
b	3 Abbott Laboratories	P	2022-03-14	2023-03-06
c	3 Abbott Laboratories	P	2022-03-14	2023-03-06
d	8 Abbott Laboratories	P	2023-06-23	2023-12-19
e	0.95 Accenture Plc Ireland Cl A	P	2023-08-21	2023-12-05
	12 Acushnet Holdings Corp	P	2023-03-20	2023-07-10
	16 Aflac Incorporated	P	2022-03-16	2023-02-07
	6 Apple Inc	P	2023-10-27	2023-12-05
	2 Apple Inc	P	2023-10-27	2023-12-19
	1 Broadcom Inc	P	2022-09-07	2023-02-07
	4 Bunge Global Sa	P	2023-06-23	2023-12-05
	11 Bunge Global Sa	P	2023-06-23	2023-12-19
	24 Canadian Natl Railway Co	P	2023-06-23	2023-12-19
	0.761 Eli Lilly & Co	P	2023-08-21	2023-12-05
	1.611 Eli Lilly & Co	P	2023-06-23	2023-12-19
	0.959 Eli Lilly & Co	P	2023-08-21	2023-12-19
	5000 Enbridge Inc 2500 *25Ja15	P	2023-06-12	2023-07-14
	17 Fortinet Inc	P	2022-09-07	2023-03-06
	2 Fortinet Inc	P	2022-09-07	2023-06-05
	12 Fortinet Inc	P	2023-03-20	2023-06-05
	5 Fortinet Inc	P	2022-09-07	2023-06-23
	2 Garmin Ltd	P	2022-03-16	2023-03-06
	7 Garmin Ltd	P	2022-03-16	2023-03-06
	69 Lincoln Ntl Corp Ind	P	2022-09-07	2023-07-17
	5000 Marsh & Mclennan 3750 *26Mh14	P	2023-06-12	2023-08-04
	2.997 Mastercard Inc Cl A	P	2023-06-23	2023-12-19
	6 Merck & Co Inc New Com	P	2023-03-20	2023-06-05
	2 Merck & Co Inc New Com	P	2023-08-21	2023-12-05
	9 Merck & Co Inc New Com	P	2023-07-17	2023-12-19
	6 Merck & Co Inc New Com	P	2023-08-21	2023-12-19
	4 Microsoft Corp	P	2022-09-07	2023-02-07
	3 Microsoft Corp	P	2023-06-23	2023-12-05
	9 Microsoft Corp	P	2023-06-23	2023-12-19
	1 National Grid Plc Spon Adr	P	2023-06-23	2023-07-10
	3 National Grid Plc Spon Adr	P	2023-06-23	2023-12-05
	18 National Grid Plc Spon Adr	P	2023-06-23	2023-12-19
	5 Novo Nordisk A/S Adr	P	2023-06-23	2023-12-05
	13 Novo Nordisk A/S Adr	P	2023-06-23	2023-12-19
	1.242 Palo Alto Networks Inc	P	2023-07-17	2023-12-05
	1.023 Palo Alto Networks Inc	P	2023-07-17	2023-12-19
	2.839 Palo Alto Networks Inc	P	2023-10-02	2023-12-19
	7 Prudential Financial Inc	P	2022-09-07	2023-03-06
	4 Qualcomm Inc	P	2023-07-17	2023-12-05
	14 Qualcomm Inc	P	2023-07-17	2023-12-19
	3.087 Tesla Inc	P	2023-06-23	2023-07-17
	1.643 Tesla Inc	P	2023-06-23	2023-12-05
	6 The Mosaic Company	P	2022-07-28	2023-03-06
	11 The Mosaic Company	P	2023-03-20	2023-12-19
	24 The Mosaic Company	P	2023-06-23	2023-12-19
	3 Unitedhealth Gp Inc	P	2022-03-16	2023-02-07
	2 Unitedhealth Gp Inc	P	2023-03-20	2023-07-17
	2000 Us Tsy Note 1000 24De15	P	2023-03-01	2023-03-23
	8000 Us Tsy Note 1000 24De15	P	2023-03-01	2023-06-05
	10000 Us Tsy Note 1750 29Nv15	P	2023-06-15	2023-12-19
	5000 Us Tsy Note 2375 29My15	P	2022-04-08	2023-03-17
	5000 Us Tsy Note 2625 25Ap15	P	2022-11-22	2023-10-06
	5000 Westpac Banking C 5350 24Oc18	P	2022-11-09	2023-06-05
	21 A G C O Corp	P	2022-03-16	2023-06-23
	1 A G C O Corp	P	2022-03-16	2023-07-10
	9 A G C O Corp	P	2022-03-16	2023-12-19
	2 Abbott Laboratories	P	2022-01-26	2023-03-06
	2 Abbott Laboratories	P	2022-02-09	2023-12-05
	3 Abbott Laboratories	P	2022-03-28	2023-12-19
	3 Accenture Plc Ireland Cl A	P	2020-08-17	2023-06-05
	0.923 Accenture Plc Ireland Cl A	P	2020-08-17	2023-12-19
	17 Acushnet Holdings Corp	P	2020-02-18	2023-03-06
	3 Acushnet Holdings Corp	P	2020-02-18	2023-07-10
	25 Acushnet Holdings Corp	P	2020-02-18	2023-12-19
	6 Aflac Incorporated	P	2022-03-16	2023-07-10
	2 Aflac Incorporated	P	2022-03-16	2023-12-05
	23 Aflac Incorporated	P	2022-03-16	2023-12-19
	8 Alphabet Inc Cl A	P	2020-02-18	2023-02-07
	7 Alphabet Inc Cl A	P	2020-02-18	2023-06-05
	220 Alphabet Inc Cl A	P	2019-05-09	2023-06-23
	100 Alphabet Inc Cl A	P	2019-05-09	2023-06-23
	22 Alphabet Inc Cl A	P	2020-02-18	2023-06-23
	40 Alphabet Inc Cl A	P	2020-03-02	2023-06-23
	5000 American Express 2500 *24Jl30	P	2019-10-24	2023-06-08
	2 Analog Devices Inc	P	2022-01-20	2023-02-07
	24 Analog Devices Inc	P	2022-01-20	2023-06-23
	2 Analog Devices Inc	P	2022-01-20	2023-07-10
	116 Analog Devices Inc	P	2022-01-20	2023-07-17
	4 Analog Devices Inc	P	2022-03-14	2023-07-17
	5000 Aon Corp 2800 *30My15	P	2020-08-20	2023-12-06
	5000 Aon Corp 2800 *30My15	P	2021-01-07	2023-12-06
	9 Apple Inc	P	2020-02-18	2023-02-07
	5 Apple Inc	P	2020-02-18	2023-07-10
	8 Apple Inc	P	2020-02-18	2023-12-19
	6 Apple Inc	P	2020-01-28	2023-12-19
	15000 Austin Tex Ele Be 2524 23Nv15	P	2019-05-23	2023-11-15
	15000 Birmingham Ala Be 2000 23Mh01	P	2021-11-03	2023-03-01
	42 Broadcom Inc	P	2020-08-17	2023-06-23
	9 Bunge Ltd	P	2020-02-18	2023-03-06
	5000 Carrier Global Co 2242 *25Fb15	P	2021-03-30	2023-08-04
	4 Chubb Ltd	P	2020-02-18	2023-03-06
	66 Chubb Ltd	P	2020-02-18	2023-06-23
	2 Chubb Ltd	P	2020-02-25	2023-06-23
	4 Chubb Ltd	P	2020-03-17	2023-06-23
	16 Chubb Ltd	P	2020-03-18	2023-06-23
	12 Chubb Ltd	P	2020-02-29	2023-06-23
	10 Chubb Ltd	P	2020-08-17	2023-06-23
	2 Deere & Co	P	2020-02-18	2023-03-06
	0.674 Deere & Co	P	2020-02-18	2023-07-10
	3.188 Deere & Co	P	2020-02-18	2023-12-19
	5 Ecolab Inc	P	2022-01-20	2023-02-07
	159 Ecolab Inc	P	2022-01-20	2023-06-23
	3 Ecolab Inc	P	2022-03-14	2023-06-23
	29 Ecolab Inc	P	2022-03-16	2023-06-23
	1 Equinix Inc	P	2020-08-17	2023-02-06
	0.384 Equinix Inc	P	2020-08-17	2023-07-10
	1 Equinix Inc	P	2020-08-14	2023-07-10
	3.87 Equinix Inc	P	2020-08-17	2023-07-17
	0.923 Equinix Inc	P	2020-08-17	2023-12-05
	1.457 Equinix Inc	P	2020-08-17	2023-12-19
	94 Fortinet Inc	P	2020-02-18	2023-06-23
	26 Fortinet Inc	P	2020-02-18	2023-07-17
	7 Garmin Ltd	P	2022-03-16	2023-07-10
	2 Garmin Ltd	P	2022-03-30	2023-07-10
	6 Garmin Ltd	P	2020-08-17	2023-07-17
	2 Garmin Ltd	P	2022-03-14	2023-07-17
	5 Garmin Ltd	P	2022-03-30	2023-07-17
	11 Garmin Ltd	P	2020-08-17	2023-12-19
	56 Ishares Inc Ishares Esg Awar	P	2020-02-18	2023-02-06
	5 Ishares Inc Ishares Esg Awar	P	2022-01-19	2023-02-06
	12 Ishares Inc Ishares Esg Awar	P	2020-02-18	2023-12-05
	113 Ishares Inc Ishares Esg Awar	P	2020-02-18	2023-12-19
	91 Ishares Trust Ishares Esg Aw	P	2020-02-18	2023-02-06
	39 Ishares Trust Ishares Esg Aw	P	2020-02-18	2023-03-06
	92 Ishares Trust Ishares Esg Aw	P	2020-02-18	2023-06-05
	222 Ishares Trust Ishares Esg Aw	P	2020-02-18	2023-06-23
	27 Ishares Trust Ishares Esg Aw	P	2020-02-18	2023-07-10
	95 Ishares Trust Ishares Esg Aw	P	2020-02-18	2023-07-17
	148 Ishares Trust Ishares Esg Aw	P	2020-02-18	2023-12-19
	7 Johnson & Johnson	P	2021-11-01	2023-02-07
	22 Johnson & Johnson	P	2017-12-01	2023-06-23
	1 Johnson & Johnson	P	2018-12-31	2023-06-23
	17 Johnson & Johnson	P	2019-05-09	2023-06-23
	6 Johnson & Johnson	P	2019-05-30	2023-06-23
	6 Johnson & Johnson	P	2019-06-10	2023-06-23
	13 Johnson & Johnson	P	2019-08-27	2023-06-23
	67 Johnson & Johnson	P	2020-02-18	2023-06-23
	3 Johnson & Johnson	P	2020-02-25	2023-06-23
	5 Johnson & Johnson	P	2020-01-28	2023-06-23
	18 Johnson & Johnson	P	2020-01-29	2023-06-23
	32 Johnson & Johnson	P	2021-11-01	2023-06-23
	23 Kt Corp Spon Adr	P	2021-01-14	2023-03-06
	20 Kt Corp Spon Adr	P	2021-01-14	2023-12-05
	90 Kt Corp Spon Adr	P	2021-01-14	2023-12-19
	20 Lincoln Ntl Corp Ind	P	2020-02-18	2023-12-05
	6 Lincoln Ntl Corp Ind	P	2020-02-12	2023-12-05
	40 Lincoln Ntl Corp Ind	P	2020-02-18	2023-12-19
	9 Merck & Co Inc New Com	P	2021-11-01	2023-02-07
	1 Merck & Co Inc New Com	P	2021-11-01	2023-06-05
	40 Merck & Co Inc New Com	P	2021-11-01	2023-06-23
	5000 Morgan Stanley 3700 24Oc23	P	2021-01-12	2023-06-14
	11 Okta Inc Cl A	P	2020-08-17	2023-02-07
	6 Okta Inc Cl A	P	2020-08-17	2023-07-10
	3 Palo Alto Networks Inc	P	2019-05-09	2023-02-06
	3 Palo Alto Networks Inc	P	2019-05-14	2023-02-06
	2 Palo Alto Networks Inc	P	2019-09-17	2023-02-06
	9 Palo Alto Networks Inc	P	2019-05-30	2023-06-23
	10 Palo Alto Networks Inc	P	2019-09-17	2023-06-23
	6 Palo Alto Networks Inc	P	2020-02-25	2023-06-23
	1 Palo Alto Networks Inc	P	2020-03-05	2023-06-23
	1.534 Palo Alto Networks Inc	P	2020-03-05	2023-07-10
	0.892 Palo Alto Networks Inc	P	2020-03-05	2023-12-19
	17 Paypal Hldgs Inc Com	P	2022-01-21	2023-02-06
	15000 Pima Cnty Ariz Be 0660 23De01	P	2020-12-04	2023-12-01
	1 Prudential Financial Inc	P	2020-03-05	2023-03-06
	13 Prudential Financial Inc	P	2020-03-05	2023-12-19
	2000 Public Service En 2875 *24Jn15	P	2020-02-18	2023-07-14
	5000 Salesforce.Com In 1950 *31Jl15	P	2021-09-27	2023-12-07
	5000 Simon Property Gr 2000 *24Sp13	P	2019-10-24	2023-07-14
	212 Telefonica Sa Adr	P	2020-03-18	2023-06-05
	161 Telefonica Sa Adr	P	2020-03-18	2023-12-19
	131 Telefonica Sa Adr	P	2021-11-01	2023-12-19
	56 Telefonica Sa Adr	P	2022-01-20	2023-12-19
	5 Tesla Inc	P	2021-07-07	2023-02-06
	14 The Mosaic Company	P	2020-03-05	2023-03-06
	16 Transunion	P	2020-02-18	2023-12-19
	5000 United Parcel Ser 3400 *29Mh15	P	2019-10-29	2023-12-19
	5000 United Parcel Ser 3400 *29Mh15	P	2020-01-02	2023-12-19
	2 Unitedhealth Gp Inc	P	2022-03-16	2023-06-05
	2.018 Unitedhealth Gp Inc	P	2019-05-09	2023-07-17
	3 Unitedhealth Gp Inc	P	2020-03-17	2023-07-17
	4 Unitedhealth Gp Inc	P	2021-03-10	2023-07-17
	9 Unitedhealth Gp Inc	P	2022-03-16	2023-07-17
	1.186 Unitedhealth Gp Inc	P	2017-12-01	2023-12-19
	1.982 Unitedhealth Gp Inc	P	2019-05-09	2023-12-19
	5000 Us Tsy Note 1625 26My15	P	2020-05-07	2023-12-19
	10000 Us Tsy Note 1750 29Nv15	P	2020-07-29	2023-12-19
	4000 Us Tsy Note 2000 25Au15	P	2019-05-17	2023-03-14
	6000 Us Tsy Note 2000 25Au15	P	2019-05-17	2023-04-06
	5000 Us Tsy Note 2250 25Nv15	P	2019-07-03	2023-10-06
	15000 Us Tsy Note 2375 29My15	P	2019-06-11	2023-03-17
	10000 Us Tsy Note 2375 29My15	P	2022-04-08	2023-08-07
	10000 Us Tsy Note 2750 25Jn30	P	2020-08-28	2023-10-06
	5000 Verizon Communic 3500 *24Nv01	P	2019-05-14	2023-06-05
	4 Visa Inc Cl A	P	2020-08-17	2023-03-06
	1 Visa Inc Cl A	P	2022-03-14	2023-07-10
	8.555 Visa Inc Cl A	P	2020-08-17	2023-07-17
	4.536 Visa Inc Cl A	P	2020-08-17	2023-12-19
	13 Voya Finl Inc	P	2021-11-01	2023-02-07
	106 Voya Finl Inc	P	2021-11-01	2023-06-23
	7 Voya Finl Inc	P	2021-11-01	2023-12-05
	12 Voya Finl Inc	P	2021-11-01	2023-12-19
	15000 Woodbridge Twp Be 0550 23Jl1	P	2020-12-16	2023-07-15

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	942	907	35
b	309	346	-37
c	309	346	-37
d	865	865
e	319	289	30
	647	602	45
	1,120	990	130
	1,158	1,004	154
	393	335	58
	610	504	106
	426	376	50
	1,158	1,035	123
	2,942	2,841	101
	448	417	31
	932	739	193
	555	525	30
	4,779	4,772	7
	1,042	847	195
	141	100	41
	848	736	112
	357	249	108
	197	222	-25
	691	777	-86
	1,831	3,222	-1,391
	4,851	4,874	-23
	1,272	1,138	134
	680	635	45
	212	218	-6
	956	957	-1
	637	655	-18
	1,060	1,022	38
	1,113	1,012	101
	3,350	3,037	313
	64	67	-3
	199	200	-1
	1,220	1,200	20
	498	399	99
	1,298	1,038	260
	361	306	55
	316	252	64
	876	672	204
	691	665	26
	522	489	33
	2,004	1,712	292
	880	809	71
	392	431	-39
	338	304	34
	420	480	-60
	916	824	92
	1,415	1,473	-58
	962	953	9
	1,897	1,865	32
	7,554	7,458	96
	8,887	8,850	37
	4,664	4,872	-208
	4,810	4,798	12
	5,019	4,997	22
	2,738	2,721	17
	132	130	2
	1,089	1,166	-77
	206	242	-36
	209	232	-23
	325	330	-5
	916	699	217
	315	215	100
	881	514	367
	162	91	71
	1,591	755	836
	418	371	47
	166	124	42
	1,884	1,423	461
	846	607	239
	882	531	351
	26,987	12,858	14,129
	12,267	7,362	4,905
	2,699	1,670	1,029
	4,907	2,496	2,411
	4,828	5,068	-240
	359	326	33
	4,471	3,914	557
	381	326	55
	22,627	18,917	3,710
	780	576	204
	4,357	5,474	-1,117
	4,357	5,415	-1,058
	1,384	717	667
	942	398	544
	1,572	637	935
	1,179	468	711
	15,000	15,000
	15,000	15,280	-280
	34,698	13,923	20,775
	881	478	403
	4,758	5,178	-420
	833	655	178
	12,816	10,807	2,009
	388	314	74
	777	426	351
	3,107	1,533	1,574
	2,330	1,962	368
	1,942	1,263	679
	852	331	521
	274	112	162
	1,253	528	725
	758	1,079	-321
	31,556	34,314	-2,758
	535	496	39
	5,175	4,824	351
	724	770	-46
	300	296	4
	781	793	-12
	3,110	2,980	130
	756	711	45
	1,178	1,122	56
	6,720	2,244	4,476
	2,077	621	1,456
	744	777	-33
	213	219	-6
	638	626	12
	213	218	-5
	532	548	-16
	1,396	1,148	248
	1,803	1,987	-184
	161	191	-30
	373	426	-53
	3,620	4,009	-389
	6,449	6,210	239
	2,770	2,661	109
	6,684	6,278	406
	15,857	15,149	708
	1,931	1,842	89
	7,048	6,483	565
	11,139	10,100	1,039
	1,138	1,137	1
	3,641	3,070	571
	166	129	37
	2,814	2,352	462
	993	793	200
	993	832	161
	2,152	1,696	456
	11,090	10,025	1,065
	497	434	63
	828	715	113
	2,979	2,513	466
	5,297	5,197	100
	271	251	20
	261	218	43
	1,239	982	257
	478	1,199	-721
	143	364	-221
	1,115	2,397	-1,282
	943	790	153
	113	88	25
	4,557	3,512	1,045
	4,874	5,559	-685
	833	2,197	-1,364
	417	1,198	-781
	471	237	234
	471	227	244
	314	141	173
	2,231	602	1,629
	2,479	707	1,772
	1,487	388	1,099
	248	61	187
	381	94	287
	275	55	220
	1,406	2,787	-1,381
	15,000	15,000
	99	74	25
	1,355	960	395
	1,940	2,071	-131
	4,142	5,019	-877
	4,796	4,984	-188
	888	960	-72
	665	729	-64
	541	583	-42
	231	251	-20
	974	1,075	-101
	789	229	560
	1,101	1,579	-478
	4,801	5,344	-543
	4,801	5,397	-596
	999	982	17
	970	484	486
	1,442	738	704
	1,923	1,415	508
	4,327	4,418	-91
	620	267	353
	1,036	475	561
	4,700	5,357	-657
	8,887	11,100	-2,213
	3,796	3,947	-151
	5,774	5,921	-147
	4,722	5,130	-408
	13,993	15,294	-1,301
	9,096	9,743	-647
	9,601	11,191	-1,590
	4,877	5,133	-256
	908	798	110
	238	200	38
	2,094	1,707	387
	1,177	905	272
	890	916	-26
	7,386	7,470	-84
	502	493	9
	899	846	53
	15,000	15,000

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			35
b			-37
c			-37
d
e			30
			45
			130
			154
			58
			106
			50
			123
			101
			31
			193
			30
			7
			195
			41
			112
			108
			-25
			-86
			-1,391
			-23
			134
			45
			-6
			-1
			-18
			38
			101
			313
			-3
			-1
			20
			99
			260
			55
			64
			204
			26
			33
			292
			71
			-39
			34
			-60
			92
			-58
			9
			32
			96
			37
			-208
			12
			22
			17
			2
			-77
			-36
			-23
			-5
			217
			100
			367
			71
			836
			47
			42
			461
			239
			351
			14,129
			4,905
			1,029
			2,411
			-240
			33
			557
			55
			3,710
			204
			-1,117
			-1,058
			667
			544
			935
			711

			-280
			20,775
			403
			-420
			178
			2,009
			74
			351
			1,574
			368
			679
			521
			162
			725
			-321
			-2,758
			39
			351
			-46
			4
			-12
			130
			45
			56
			4,476
			1,456
			-33
			-6
			12
			-5
			-16
			248
			-184
			-30
			-53
			-389
			239
			109
			406
			708
			89
			565
			1,039
			1
			571
			37
			462
			200
			161
			456
			1,065
			63
			113
			466
			100
			20
			43
			257
			-721
			-221
			-1,282
			153
			25
			1,045
			-685
			-1,364
			-781
			234
			244
			173
			1,629
			1,772
			1,099
			187
			287
			220
			-1,381

			25
			395
			-131
			-877
			-188
			-72
			-64
			-42
			-20
			-101
			560
			-478
			-543
			-596
			17
			486
			704
			508
			-91
			353
			561
			-657
			-2,213
			-151
			-147
			-408
			-1,301
			-647
			-1,590
			-256
			110
			38
			387
			272
			-26
			-84
			9
			53

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	63,410
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 ...................		3	1,645

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,126
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
3	Add lines 1 and 2...........................	3	1,126
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,126
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,004
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,004
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	122
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

VICTOR E PERLEY FUND Telephone no. right arrow

(917) 601-7173

Located at right arrow

16 COOLIDGE AVENUEWHITE PLAINSNY ZIP+4 right arrow

106063622

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, 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 right arrow

Form 990-PF (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 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 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 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
HERBERT BLOCK	Chairman 2.00	0
16 COOLIDGE AVENUE WHITE PLAINS,NY10606	Chairman 2.00	0
REV CYNTHIA NILES	Trustee 2.00	0
16 COOLIDGE AVENUE WHITE PLAINS,NY10606	Trustee 2.00	0
DANIEL D'ELIA	Trustee 2.00	0
103 WILLOW DELL DRIVE DINGMAN FERRY,PA18328	Trustee 2.00	0
RABBI ROBERT KAPLAN	Trustee 2.00	0
3616 HENRY HUDSON PARKWAY BRONX,NY10463	Trustee 2.00	0

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...................

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

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......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,855,706

Average of monthly cash balances.......................

14,965

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,870,671

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,870,671

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

28,060

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,842,611

Minimum investment return. Enter 5% (0.05) of line 5................

92,131

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.)

Minimum investment return from Part IX, line 6..................

92,131

Tax on investment income for 2022 from Part V, line 5.......

1,126

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,126

Distributable amount before adjustments. Subtract line 2c from line 1............

91,005

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

91,005

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

91,005

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

86,250

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

86,250

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7			91,005
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......		85,608
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........
4Qualifying distributions for 2023 from Part
XI, line 4: $ 86,250
a Applied to 2022, but not more than line 2a		85,608
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2023 distributable amount.....			642
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2023.
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........			90,363
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) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 2023....

Form 990-PF (2023)

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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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).)

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 right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2023)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
YOUTH BRIDGE NY 225 West 34th Street Suite 1607 New York,NY10122	N/A	PC	PROGRAM SERVICES	21,250
CYPRESS HILLS LDC 625 Jamaica Avenue BROOKLYN,NY11208	N/A	PC	PROGRAM SERVICES	21,250
RADICAL LIVING 32 HART STREET BROOKLYN,NY11206	N/A	PC	PROGRAM SERVICES	1,000
HUNGER FREE AMERICA 1 PLAZA STREET WEST APT 15D BROOKLYN,NY11217	N/A	PC	PROGRAM SERVICES	21,250
COMMUNITY CONVERSATION 1585 FULTON STREET BROOKLYN,NY11213	N/A	PC	PROGRAM SERVICES	21,250
Total ................................. 3a				86,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2023)

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	(e) Related or exempt function income (See instructions.)
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 ...........
4 Dividends and interest from securities ....			14	43,247
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	63,410
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) ..				106,657

13Total. Add line 12, columns (b), (d), and (e)..................

106,657

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

VICTOR E PERLEY FUND

EIN:

13-6219298

Software ID:

23017517

Software Version:

2023v5.1

Name of Bond	End of Year Book Value	End of Year Fair Market Value
SEE STATEMENT 9	313,782	299,569

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

VICTOR E PERLEY FUND

EIN:

13-6219298

Software ID:

23017517

Software Version:

2023v5.1

Name of Stock	End of Year Book Value	End of Year Fair Market Value
SEE STATEMENT 9	646,577	856,868

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

VICTOR E PERLEY FUND

EIN:

13-6219298

Software ID:

23017517

Software Version:

2023v5.1

US Government Securities - End of Year Book Value:

324,994

US Government Securities - End of Year Fair Market Value:

318,893

State & Local Government Securities - End of Year Book Value:

146,012

State & Local Government Securities - End of Year Fair Market Value:

142,634

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

VICTOR E PERLEY FUND

EIN:

13-6219298

Software ID:

23017517

Software Version:

2023v5.1

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
SEE STATEMENT 9	AT COST	253,738	283,109

- TIN:

TY 2023 OtherExpensesSchedule

Name:

VICTOR E PERLEY FUND

EIN:

13-6219298

Software ID:

23017517

Software Version:

2023v5.1

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FILING FEE	250			250

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

VICTOR E PERLEY FUND

EIN:

13-6219298

Software ID:

23017517

Software Version:

2023v5.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES	25,662	25,662	0	0