Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,278,048
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 32,182 32,182  
4 Dividends and interest from securities... 120,188 120,188  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 261,964
b Gross sales price for all assets on line 6a 2,910,198
7 Capital gain net income (from Part IV, line 2)... 261,964
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........ 414,334 414,334  
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)......... 708 354   354
b Accounting fees (attach schedule)....... 8,590 4,295   4,295
c Other professional fees (attach schedule).... 60,638 60,638   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,469 4,058   13
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 66 33   33
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 75,471 69,378   4,695
25 Contributions, gifts, grants paid....... 353,320 353,320
26 Total expenses and disbursements. Add lines 24 and 25 428,791 69,378   358,015
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,457
b Net investment income (if negative, enter -0-) 344,956
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 292,418 608,870 608,870
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 254,411 Click to see attachment
List of Attached Documents:
// Content
218,133
205,240
b Investments—corporate stock (attach schedule)....... 4,590,091 Click to see attachment
List of Attached Documents:
// Content
4,554,877
6,423,540
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,057,413 Click to see attachment
List of Attached Documents:
// Content
797,505
1,038,520
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,387
Click to see attachment
List of Attached Documents:
// Content
1,878
Click to see attachment
List of Attached Documents:
// Content
1,878
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,195,720 6,181,263 8,278,048
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 6,195,720 6,181,263
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 6,195,720 6,181,263
30 Total liabilities and net assets/fund balances (see instructions). 6,195,720 6,181,263
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
6,195,720
2
Enter amount from Part I, line 27a .....................
2
-14,457
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,181,263
5
Decreases not included in line 2 (itemize) right arrow
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
6,181,263
Form 990-PF (2024)
Form 990-PF (2024)
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
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 2,910,198   2,648,234 261,964
b
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       261,964
b
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 2 261,964
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
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 right arrow 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) 1 4,795
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 4,795
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,795
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,885
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,685
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 118
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowVA
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrowN/A
14
The books are in care ofright arrowGARY PERLIN Telephone no.right arrow (571) 334-8602

Located atright arrow6900 FLEETWOOD ROAD 302MCLEANVA ZIP+4right arrow22101
15
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
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow0
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
7,942,037
b
Average of monthly cash balances.......................
1b
244,610
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,186,647
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
8,186,647
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
122,800
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,063,847
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
403,192
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
403,192
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,795
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,795
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
398,397
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
398,397
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
398,397
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
358,015
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
358,015
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 398,397
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 156,993
b From 2020......  
c From 2021......  
d From 2022...... 4,275
e From 2023......  
f Total of lines 3a through e ........ 161,268
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 358,015
a Applied to 2023, 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 2024 distributable amount..... 358,015
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 40,382 40,382
(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 5 120,886
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
116,611
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
4,275
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 4,275
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 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 (2024)
Form 990-PF (2024)
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

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 25,000

COLONIAL WILLIAMSBURG FOUNDATION

P O BOX 1776
WILLIAMSBURG,VA23187
NONE CHARITABLE 501 C 3 PRESERVATION, RESTORATION, AND PRESENTATION OF 18TH-CENTURY WILLIAMSBURG 60,000

GEORGETOWN DAY SCHOOL

4200 DAVENPORT ST NW
WASHINGTON,DC20016
NONE CHARITABLE 501 C 3 GENERAL SUPPORT 36,000

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 60,000

JUDAISM ALIVE

14560 WHITE BIRCH VALLEY LANE
CHESTERFIELD,MO63017
NONE CHARITABLE 501 C 3 STRENGTHEN JEWISH IDENTITY AND ENGAGEMENT FOR YOUTH AND YOUNG ADULTS THROUGH THE POWER OF MUSIC 10,000

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 100,000

MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE

818 HOWARD AVE
NEW ORLEANS,LA70113
NONE CHARITABLE 501 C 3 PROVIDE JUDAIC SERVICES AND CULTURAL PROGRAMS TO JEWISH COMMUNITIES IN 13 STATES IN THE SOUTH 40,000

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 22,320
Total .................................right arrow 3a 353,320
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 32,182  
4 Dividends and interest from securities ....     14 120,188  
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 ............
    18 261,964  
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) .. 0 414,334 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
414,334
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
PERLIN FAMILY FOUNDATION
EIN:
45-2467431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,590 4,295   4,295

TY 2024 InvestmentsCorpStockSchedule
Name:
PERLIN FAMILY FOUNDATION
EIN:
45-2467431
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLISON TRANSMISSION HLDGS 6,675 10,590
ARLO TECHNOLOGIES 9,366 8,023
ARTISAN PARTNERS ASSET 8,671 10,461
AXOS FINANCIAL INC 7,489 11,386
BANK OZK 11,877 13,047
BENCHMARK ELECTRS INC 2,875 3,814
BRINKS COMPANY 9,254 8,257
CTS CORPORATION 12,069 13,815
CACTUS INC 4,714 5,603
COHEN & STEERS INC 7,124 8,957
COMMERCIAL METALS CO 5,761 5,605
ENSIGN GROUP INC 8,218 11,957
EURONET WORLDWIDE INC 12,186 12,546
FB FINANCIAL CORP 7,847 10,457
FIVE BELOW INC 7,946 6,507
FLOWERS FOODS INC 10,488 9,958
FRONTDOOR INC 9,170 9,731
GRAND CANYON EDUCATION INC 8,895 11,793
GRANITE CONSTR INC 6,277 10,262
HAMILTON LANE INC 4,053 8,143
HANCOCK WHITNEY CORP 3,801 4,378
HAWKINS INC 7,863 7,605
HEALTHEQUITY INC 7,495 10,555
HELIOS TECHNOLOGIES INC 5,053 5,669
ICF INTERNATIONAL INC 12,558 11,206
INNOSPEC INC 8,676 9,575
JANUS INTERNATIONAL GROUP INC 7,612 4,696
KADANT INC 8,607 14,834
LGI HOMES INC 9,723 7,510
LOVESAC CO 7,638 5,748
MAGNOLIA OIL & GAS CORP MANAGEMENT INC 8,812 9,235
MATADOR RES COMPANY 9,201 9,733
MEDPACE HLDGS INC 5,665 8,306
MOELIS & CO 5,498 10,639
OLLIE'S BARGAIN OUTLET HOLDINGS 7,863 13,058
OPEN LENDING CORP 10,342 3,773
PINNACLE FINL PARTNERS 7,961 14,413
SAIA INC 4,442 6,836
SCANSOURCE INC 8,054 9,490
SERVISFIRST BANCSHARES INC 7,559 9,321
CHAMPION HOMES INC 6,994 10,572
STANDEX INTERNATIONAL CORP 11,791 12,341
UFP TECHNOLOGIES INC 6,062 8,802
UFP INDUSTRIES INC 10,306 10,251
VALVOLINE INC 11,734 12,989
VEECO INSTRUMENTS INC 7,576 6,968
VITA COCO COMPANY 9,514 12,512
WABASH NATL CORP 7,343 4,882
WEAVE COMMUNICATIONS INC 6,110 7,387
YETI HOLDINGS INC 10,864 9,204
AXIS CAP HLDGS LTD 7,309 10,900
FABRINET 5,402 8,136
CAMTEK LTD ORD 5,434 5,250
NOVA LTD 8,292 9,651
DHT HOLDINGS INC 8,582 7,460
ABB LTD 10,464 23,337
AIA GROUP 21,308 15,481
ADIDAS AG ADR 16,628 16,674
AIR LIQUIDE SA 17,178 19,791
BUREAU VERITAS 20,116 23,394
CAPGEMINI SE 25,844 21,126
COMPAGNIE FINANCIERE RICHEMONT SA 13,567 14,182
COMPASS GROUP PLC 17,849 28,438
CONTINENTAL AG 8,814 8,269
CRODA INTERNATIONAL PLC 13,497 10,768
DBS GROUP HOLDINGS LTD 11,420 17,434
DIPLOMA PLC ADR 9,040 8,303
DISCO CORP 10,097 9,135
ENN ENERGY HOLDINGS LTD 18,415 12,424
ENGIE SA 14,537 18,771
EPIROC AKTIEBOLAG 13,327 12,408
EXPERIAN PLC 14,032 14,971
FANUC CORP ADR 18,828 17,693
GALAXY ENTERTAINMENT GROUP LTD 13,507 12,065
GILDAN ACTIVEWEAR INC 16,087 17,691
GRUPO FINANCIERO BANORTE SAB DE CV 12,659 16,381
HENKEL AG AND CO 8,909 11,007
HEXAGON AKTIEBOLAG ADR 6,785 6,537
HOYA CORP 13,910 17,021
IMCD N V ADR 15,531 16,643
ICICI BANK LTD 8,127 23,261
ING GROEP NV 10,112 12,254
ITAU UNIBANCO SA 18,061 16,899
JAMES HARDIE INDUSTRIES PLC 14,999 11,708
KBC GROUP NV 15,890 18,332
LI NING CO LTD 23,331 10,436
LONDON STK EXCHANGE GROUP 13,252 17,348
MERCK KGAA 14,971 12,864
MITSUI FUDOSAN COMPANY LTD 11,491 9,721
MIZUHO FINANCIAL GROUP INC 17,621 20,978
MTU AERO 18,881 27,341
NITORI HOLDINGS COMPANY 18,469 16,837
NOMURA RESEARCH INST 12,755 14,704
NOVO-NORDISK AS ADR 30,081 27,698
PT BANK MANDIRI (PERSERO) TBK 8,169 13,982
PERNOD RICARD SA 18,363 11,558
PT TELKOM INDONESIA (PERSERO) TBK 14,251 8,159
PIRAEUS FINL HLDGS SA ADS 20,861 20,250
PUMA SE UNSPONSORED ADR 10,104 9,808
RECRUIT HLDGS COMPANY 6,456 14,240
RELX PLC 21,865 39,515
RENESAS ELECTRONICS 10,936 9,467
ROCHE HLDG LTD 22,274 17,374
RYANAIR HOLDINGS PLC 15,700 20,574
SAMPO OYJ 16,148 16,434
SAP SE SPON ADR 9,622 17,727
SHIN ETSU CHEMICAL CO 13,107 11,087
SIEMENS AG SPONSORED ADR 17,026 17,378
SIEMENS HEALTHINEERS 14,022 15,084
SUNCOR ENERGY INC 14,971 21,087
SUZUKI MOTOR CORP 13,546 14,579
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 16,679 64,777
TECHTRONIC INDUSTRIES LTD SPONS ADS 15,486 16,164
TENCENT HOLDINGS LTD 27,151 36,933
THALES UNSPONSORED ADR 17,078 18,147
3I GROUP PLC UNSPONSORED ADR 9,275 10,467
TOKYO ELECTRON LIMITED UNSPON ADR 16,719 14,542
UNILEVER PLC 41,558 42,809
UNIVERSAL MUSIC GROUP NV 14,399 17,266
AON PLC 17,641 29,451
CRH PLC 7,780 9,067
ICON PLC 15,631 14,260
CHUBB LIMITED 10,843 13,539
ASM INTERNATIONAL 6,149 9,133
ASML HOLDING N V N Y 18,714 15,248
ADVANCED MICRO DEVICES 64,695 68,126
AIR PRODUCTS & CHEMICALS INC 48,961 64,389
ALLSTATE CORP 30,983 55,909
ALPHABET INC 60,869 159,012
AMAZON.COM INC 44,868 100,042
ANALOG DEVICES INC 59,830 52,903
APPLE INC 41,547 156,262
BROADCOM INC 42,092 182,226
CME GROUP INC 53,611 62,934
COMCAST CORP 57,277 47,363
DARDEN RESTAURANTS INC 46,982 58,247
DIAMONDBACK ENERGY INC 49,439 48,494
META PLATAFORMS INC 48,812 128,227
FISERV INC 42,321 88,741
HOME DEPOT INC 101,501 159,875
INTERCONTINENTAL EXCHANGE INC 71,266 95,366
IQVIA HOLDINGS INC 53,753 66,224
JPMORGAN CHASE & CO 110,070 211,664
JOHNSON & JOHNSON 63,924 55,245
L3 HARRIS TECHNOLOGIES 63,619 57,406
MARATHON PETROLEUM CORP 27,021 58,729
MERCK & CO INC 67,576 78,390
MICROSOFT CORP 73,552 213,279
MOTOROLA SOLUTIONS INC 51,416 147,451
NEXTERA ENERGY INC 29,306 30,325
PUBLIC SVC ENTERPRISE GRP INC 28,185 33,289
S&P GLOBAL INC 50,040 77,195
SALESFORCE.COM INC 55,547 116,347
TJX COMPANIES INC 118,132 169,496
UNION PACIFIC CORP 28,429 37,398
UNITEDHEALTH GROUP INC 88,810 108,760
VERIZON COMMUNICATIONS INC 39,383 44,549
VISA INC 66,624 111,878
WALMART INC 50,876 114,474
EATON CORP PLC 34,701 133,744
JOHNSON CONTROLS INTERNATIONAL 39,547 48,858
MEDTRONIC PLC 61,099 49,845
STERIS PLC 58,956 53,857
TRANE TECHNOLOGIES PLC 53,817 172,117
CHUBB LTD 57,330 101,402
NXP SEMICONDUCTORS NV 43,505 68,175
REALTY INCOME CORP REIT 61,241 52,395
BJS WHOLESALE CLUB 7,181 8,399
BENTLEY SYSTEMS INC 12,201 14,290
BERKLEY WR CORP 6,612 13,343
BRIGHT HORIZONS FAMILY SOLUTIONS 9,452 8,535
CHARLES RIVER LABORATORIES 5,824 8,492
CHEMED CORP 6,235 7,417
CHOICE HOTELS 9,245 10,649
COOPER COMPANIES INC 11,568 13,422
ASPEN TECHNOLOGY INC 9,765 11,733
EQUIFAX INC 7,854 11,978
EXPONENT INC 8,341 7,217
FAIR ISAAC CORP 898 5,973
HENRY, JACK & ASSOCIATES INC 9,457 10,518
INTERACTIVE BROKERS GROUP INC 6,060 16,430
LCI INDUSTRIES 2,736 2,378
LPL FINANCIAL HOLDINGS INC 6,806 15,672
LENNOX INTERNATIONAL INC 7,283 18,279
NORDSON CORP 7,733 10,462
OLLIES BARGAIN OUTLET HLDGS 7,263 8,230
POOL CORP 8,598 12,615
ROLLINS INC 6,981 10,614
SAIA INCORPORATED 5,742 9,570
SCOTTS MIRACLE GRO CO 9,124 6,435
SITEONE LANDSCAPE SUPPLY INC 4,220 7,116
TELEDYNE TECHNOLOGIES INC 9,484 9,283
TERADYNE INC 4,422 8,814
THOR INDUSTRIES INC 4,704 7,178
UNIVERSAL DISPLAY CORP 10,107 7,602
WATSCO INC 8,191 12,795
ZEBRA TECHNOLOGIES CORP 6,168 13,131
ZURN ELKAY WATER SOLNS CORP 8,248 11,787
ALLEGION PLC 7,031 9,148
FEDERATED HERMES CORP BOND STRATEGY 58,320 51,592
FEDERATED HERMES HIGH YIELD STRATEGY 11,283 10,152
FEDERATED HERMES INTL BOND STRATEGY 19,459 19,369
FEDERATED HERMES MORTGAGE STRATEGY 377,163 347,086

TY 2024 InvestmentsGovtObligationsSch
Name:
PERLIN FAMILY FOUNDATION
EIN:
45-2467431
US Government Securities - End of Year Book Value:

218,133
US Government Securities - End of Year Fair Market Value:

205,240
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
PERLIN FAMILY FOUNDATION
EIN:
45-2467431
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARBOR REALTY TRUST INC AT COST 7,617 7,770
NATIONAL STORAGE AFFILIATES AT COST 14,506 13,647
SPDR CONSUMER STAPLES AT COST 16,734 16,115
SPDR TECHNOLOGY SELECT SECTOR FUND AT COST 71,339 69,058
AT&T INC GLBL NT 2.25%32 AT COST 5,792 4,960
AT&T INC GLBL NT 1.7%26 AT COST 15,902 15,424
ACCENTURE CAPITAL INC 4.05% 10/04/29 AT COST 13,976 13,589
AMGEN INC SR GLBL NT 2.45% 30 AT COST 7,997 7,074
ASTRAZENECA PLC SR GLBL NT 1.375% 30 AT COST 12,725 10,829
ASTRAZENECA FINANCE LLD NT 4.850% 2/26/29 AT COST 7,992 8,016
BK OF AMERICA CORP FR 1.197%102426 AT COST 15,922 15,544
BK OF AMERICA CORP FR 1.658%031127 AT COST 15,915 15,417
BLACKROCK INC GLBL NT 1.9%31 AT COST 11,108 9,269
BP CAP MKTS AMER INC SR GLBL NT 3.588%27 AT COST 6,154 5,865
BP CAP MKTS AAMER INC NTS 5.227% 8/17/34 AT COST 12,948 12,803
CVS HEALTH CORP NTS 5.400% 6/01/29 AT COST 5,994 6,003
CITIGROUP INC SR GLBL COCO 1.462% 27 AT COST 20,893 19,995
CITIGROUP INC SR GLBL NT 2.520%32 AT COST 7,976 6,671
COMCAST CORP NTS 5.300% 06/01/34 AT COST 4,984 4,994
EQUINOR ASA SR GLBL NT 3.125% 30 AT COST 2,904 2,764
EQUINOR ASA SR GLBL NT 2.375% 30 AT COST 11,979 10,644
GOLDMAN SACHS GROUP SR GLBL NT 1.431% 27 AT COST 15,910 15,360
GOLDMAN SACHS GROUP SR GLBL NT 2.383% 32 AT COST 4,000 3,334
GOLDMAN SACHS GROUP SR GLBL NT 1.948% 27 AT COST 15,904 15,180
JPMORGAN CHASE & CO GLBL NT 1.578%27 AT COST 10,002 9,602
JPMORGAN CHASE & CO SR GLBL NT 1.470% 27 AT COST 10,000 9,460
JPMORGAN CHASE & CO GLBL NT 2.545%32 AT COST 10,000 8,435
MORGAN STANLEY FR 1.593%050427 AT COST 10,000 9,585
ORACLE CORP SR GLBL NT 2.950% 30 AT COST 5,877 5,416
ORACLE CORP SR GLBL NT 1.650% 26 AT COST 10,997 10,604
PHILIP MORRIS INTERNATIONAL 4.875% 2/13/029 AT COST 10,898 10,986
PHILIP MORRIS INTERNATIONAL 5.250% 11/13/23 AT COST 10,759 10,872
SHELL INTERNATIONAL FIN BV GLBL NT 2.75%30 AT COST 13,801 13,520
U.S. BANCORP 2.677% 01/27/32 AT COST 18,000 15,171
HUDSON BAY FUND (INTL) LTD-URRRJ1 AT COST 360,000 624,544

TY 2024 LegalFeesSchedule
Name:
PERLIN FAMILY FOUNDATION
EIN:
45-2467431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 708 354   354


TY 2024 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 1,387 1,878 1,878


TY 2024 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 66 33   33


TY 2024 OtherProfessionalFeesSchedule
Name:
PERLIN FAMILY FOUNDATION
EIN:
45-2467431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 60,638 60,638   0


TY 2024 TaxesSchedule
Name:
PERLIN FAMILY FOUNDATION
EIN:
45-2467431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 4,046 4,046   0
TAXES AND LICENSES 25 12   13
EXCISE TAXES 1,398 0   0