TY 2025 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.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

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
MCLEAN

State or province
VA

Country

ZIP or foreign postal code
22101

A Employer identification number

45-2467431

B Telephone number (see instructions)

5713448602

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

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

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

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

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 .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$8,725,018J 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	34,547		34,547
4	Dividends and interest from securities...	120,680		120,680
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		290,139
b	Gross sales price for all assets on line 6a 2,821,475
7	Capital gain net income (from Part IV, line 2)...			290,139
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........	445,366		445,366
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).........	List of Attached Documents: // Content	1,625	813	812
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,700	1,350	1,350
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	62,314	62,314	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	11,689	4,884	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	78,328		69,361	2,162
25	Contributions, gifts, grants paid.......	402,600			402,600
26	Total expenses and disbursements. Add lines 24 and 25 ................	480,928		69,361	404,762
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-35,562
b	Net investment income (if negative, enter -0-)			376,005
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

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.........	608,870	555,872	555,872
	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)	218,133	List of Attached Documents: // Content 301,524	301,271
	b	Investments—corporate stock (attach schedule).......	4,554,877	List of Attached Documents: // Content 4,457,083	6,728,007
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	797,505	List of Attached Documents: // Content 831,222	1,139,868
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 1,878	List of Attached Documents: // Content 0	List of Attached Documents: // Content 0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,181,263	6,145,701	8,725,018
	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	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	6,181,263	6,145,701
	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........
	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).....	6,181,263	6,145,701
	30	Total liabilities and net assets/fund balances (see instructions).	6,181,263	6,145,701

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

6,181,263

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

-35,562

Other increases not included in line 2 (itemize)

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

6,145,701

Decreases not included in line 2 (itemize)

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

6,145,701

Form 990-PF (2025)

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
1 a	PUBLICLY TRADED SECURITIES (FEDERATED)	P
b	PUBLICLY TRADED SECURITIES (FEDERATED)	P
c	PUBLICLY TRADED SECURITIES (FEDERATED)	P
d	PUBLICLY TRADED SECURITIES (WASATCH)	P
e	PUBLICLY TRADED SECURITIES (WASATCH)	P
	PUBLICLY TRADED SECURITIES (LAZARD)	P
	PUBLICLY TRADED SECURITIES (LAZARD)	P
	PUBLICLY TRADED SECURITIES (LARGE CAP)	P
	PUBLICLY TRADED SECURITIES (LARGE CAP)	P
	PUBLICLY TRADED SECURITIES (KAYNE)	P
	PUBLICLY TRADED SECURITIES (CD)	P
	CAPITAL GAIN DISTRIBUTIONS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	283,363	285,242	-1,879
b	248,367	256,570	-8,203
c	3,325	2,412	913
d	107,938	117,547	-9,609
e	223,074	191,770	31,304
	87,787	95,232	-7,445
	362,706	311,548	51,158
	229,684	264,273	-34,589
	832,583	573,528	259,055
	42,627	33,214	9,413
	400,000	400,000	0
	21		21

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			-1,879
b			-8,203
c			913
d			-9,609
e			31,304
			-7,445
			51,158
			-34,589
			259,055
			9,413
			0
			21

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	290,139
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

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	5,226
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	5,226
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	5,226
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	4,800
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	4,800
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	426
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 2026 estimated tax	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

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. $ 0(2) On foundation managers.$ 0

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

on foundation managers.$ 0

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 2025 or the taxable year beginning in 2025? 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 addressN/A

The books are in care ofGARY PERLIN Telephone no. (571) 334-8602

Located at6900 FLEETWOOD ROAD 302MCLEANVA ZIP+422101

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

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

16 At any time during calendar year 2025, 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

Form 990-PF (2025)

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 ........

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 2025? .............

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 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 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 2025 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 Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

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 2025? ..

Form 990-PF (2025)

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 .........

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
AMY R PERLIN	PRESIDENT 0.10	0	0	0
6900 FLEETWOOD ROAD 302 MCLEAN,VA22101	PRESIDENT 0.10	0	0	0
GARY L PERLIN	TREASURER 0.10	0	0	0
6900 FLEETWOOD ROAD 302 MCLEAN,VA22101	TREASURER 0.10	0	0	0
GREGORY R DAVIS	SECRETARY 0.10	0	0	0
6900 FLEETWOOD ROAD 302 MCLEAN,VA22101	SECRETARY 0.10	0	0	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...................				0

Form 990-PF (2025)

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.........................0

Form 990-PF (2025)

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

8,076,772

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

352,190

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

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

8,428,962

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

8,428,962

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

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

126,434

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

8,302,528

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

415,126

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

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

415,126

Tax on investment income for 2025 from Part V, line 5 .......

5,226

Income tax for 2025. (This does not include the tax from Part V.) ...

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

5,226

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

409,900

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

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

409,900

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

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

409,900

Part XI

Qualifying Distributions (see instructions)

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

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

404,762

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. .......

404,762

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7					409,900
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......	4,275
d From 2023......
e From 2024......
f Total of lines 3a through e ........		4,275
4Qualifying distributions for 2025 from Part
XI, line 4: $ 404,762
a Applied to 2024, 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 2025 distributable amount.....					404,762
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2025.		4,275			4,275
(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		0
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 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					863
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 2020 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....
c Excess from 2023 ....
d Excess from 2024 ....
e Excess from 2025 ....

Form 990-PF (2025)

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 2025, enter the date of the ruling ......

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) 2025	(b) 2024	(c) 2023	(d) 2022	(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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)

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
COLONIAL WILLIAMSBURG FOUNDATION P O BOX 1776 WILLIAMSBURG,VA23187	NONE		PRESERVATION, RESTORATION, AND PRESENTATION OF 18TH-CENTURY WILLIAMSBURG	60,000
GEORGETOWN DAY SCHOOL 4200 DAVENPORT ST NW WASHINGTON,DC20016	NONE		GENERAL SUPPORT	36,000
HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION 1 WEST FOURTH ST NEW YORK,NY10012	NONE		DEVELOPING JEWISH PROFESSIONAL AND LAY LEADERS, ADVANCING THE STUDY OF JEWISH CULTURE	100,000
JUDAISM ALIVE 14560 WHITE BIRCH VALLEY LANE CHESTERFIELD,MO63017	NONE		STRENGTHEN JEWISH IDENTITY AND ENGAGEMENT FOR YOUTH AND YOUNG ADULTS THROUGH THE POWER OF MUSIC	10,000
MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE 818 HOWARD AVE NEW ORLEANS,LA70113	NONE		PROVIDE JUDAIC SERVICES AND CULTURAL PROGRAMS TO JEWISH COMMUNITIES IN 13 STATES IN THE SOUTH	70,000
SMITHSONIAN INSTITUTION - NATIONAL PORTRAIT GALLERY 750 NINTH STREST NW STE 410 WASHINGTON,DC20013	NONE		TELLS THE HISTORY OF AMERICA THROUGH INDIVIDUALS WHO HAVE SHAPED ITS CULTURE	100,000
HILLEL AT VIRGINIA TECH 710 TOMS CREEK ROAD BLACKSBURG,VA24060	NONE		A PLACE FOR JEWISH STUDENTS AND FACULTY TO BUILD FRIENDSHIPS, SHARE MEALS & PRAYER AND TO COMMIT TO MITZVOT	5,000
COMMENTARY INC 200 WEST 86TH STREET SUITE 1M NEW YORK,NY10024	NONE		MAGAZINE WITH BELIEF IN THE UNITED STATES, AND THE CONTINUING EXISTENCE OF THE JEWISH PEOPLE	18,000
GEORGE MASON UNIVERSITY HILLEL 4400 UNIVERSITY DIRVE MSN 2C7 FAIRFAX,VA220304444	NONE		WORKS TOWARD THE BETTERMENT OF JEWISH LIFE AT GMU, IN NORTHERN VA AND THROUGHOUT THE COMMONWEALTH	3,600
Total ................................. 3a				402,600

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2025)

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 ...........			14	34,547
4 Dividends and interest from securities ....			14	120,680
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	290,139
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		445,366	0

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

445,366

(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 (2025)

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	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 (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2025 AccountingFeesSchedule

Name:

PERLIN FAMILY FOUNDATION

EIN:

45-2467431

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	2,700	1,350		1,350

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

PERLIN FAMILY FOUNDATION

EIN:

45-2467431

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ADT INCORPORATED DEL	8,977	8,748
ALAMO GROUP INCORPORATED	11,800	9,401
ALLISON TRANSMISSION HLDGS	12,902	15,077
ARLO TECHNOLOGIES	9,183	8,604
ARTISAN PARTNERS ASSET	9,640	10,389
AXOS FINANCIAL INC	4,951	7,841
BANK OZK	14,550	14,312
BEL FUSE INCORPORATED CLASS B	6,074	6,107
	7,610	5,052
CWS INDUSTRIALS INCORPORATED	10,771	10,567
CTS CORPORATION	14,485	13,761
CACTUS INC	5,035	5,527
CERTARA INCORPORATED	6,618	4,951
COHEN & STEERS INC	7,675	6,466
CONMED CORPORATION	4,995	3,776
DXP ENTERPRISES INCORPORATED	11,213	10,210
ENPRO INCORPORATED	9,794	10,921
ENSIGN GROUP INC	8,176	12,891
EURONET WORLDWIDE INC	10,184	8,068
FLOWERS FOODS INC	7,092	3,601
FRESHPET INCORPORATED	7,287	5,849
FRONTDOOR INC	8,905	10,442
GRAND CANYON EDUCATION INC	12,122	12,972
GRANITE CONSTR INC	5,965	9,574
HAMILTON LANE INC	5,646	7,656
HANCOCK WHITNEY CORP	3,801	5,094
HAWKINS INC	11,883	12,501
HEALTHEQUITY INC	10,895	12,001
HELIOS TECHNOLOGIES INC	3,747	5,082
ICF INTERNATIONAL INC	15,323	10,491
KADANT INC	11,643	13,396
MATADOR RES COMPANY	5,393	4,796
MEDPACE HLDGS INC	6,961	11,795
MOELIS & CO	8,870	12,304
OLLIE'S BARGAIN OUTLET HOLDINGS	7,201	10,413
OSHKOSH	9,169	8,794
RLI CORPORATION	6,676	6,462
SAIA INC	8,006	7,836
SALLY BEAUTY HLDGS INCORPORATED	8,906	8,855
SCANSOURCE INC	6,243	5,859
SERVISFIRST BANCSHARES INC	5,615	5,600
SHIFT4PMTS INCORPORATED	10,049	8,312
CHAMPION HOMES INC	8,059	9,295
STANDEX INTERNATIONAL CORP	8,592	10,429
UFP TECHNOLOGIES INC	9,562	11,102
UFP INDUSTRIES INC	11,878	9,742
UNIVERSAL TECHNICAL INST INCORPORATED	5,780	5,722
VALVOLINE INC	10,715	8,050
VITA COCO COMPANY	6,266	9,807
YETI HOLDINGS INC	5,586	6,095
FABRINET	6,162	10,016
FRESH DEL MONTE PRODUCE INCORPORTED	9,609	10,083
CAMTEK LTD ORD	7,718	9,677
NOVA LTD	6,216	9,852
COPA HOLDINGS	7,613	8,805
DHT HOLDINGS INC	3,980	4,396
ABB LTD	10,464	32,217
AIA GROUP	21,308	21,927
ADIDAS AG ADR	17,534	14,196
AIR LIQUIDE SA	16,043	21,344
ALIBABA GROU	15,077	14,218
ALLIANZ SE	18,740	20,363
ANGLO AMERICAN	15,891	16,411
ASTRAZENECA PLC	14,960	17,007
BANKCO SANTANDER	20,871	30,005
BANK HAPOALIM BM	20,120	23,172
BANKINTER S A SPONS	8,113	14,513
BUREAU VERITAS	20,116	24,580
CAPGEMINI SE	17,379	13,766
COMPAGNIE FINANCIERE RICHEMONT SA	14,637	19,958
COMPASS GROUP PLC	21,394	30,748
DIPLOMA PLC ADR	13,930	18,232
DISCO CORP	10,097	10,326
DSV AS UNSPONSORED ADR	19,662	20,316
ENN ENERGY HOLDINGS LTD	18,415	15,363
ENGIE SA	10,935	25,320
EXPERIAN PLC	18,187	19,903
FANUC CORP ADR	16,499	22,570
FOMENTO ECONOMICO	18,387	17,788
GALAXY ENTERTAINMENT GROUP LTD	13,507	13,982
GILDAN ACTIVEWEAR INC	15,401	21,174
GRUPO FINANCIERO BANORTE SAB DE CV	12,659	23,523
HEXAGON AKTIEBOLAG ADR	20,486	23,566
HOYA CORP	17,261	23,723
IMCD N V ADR	15,531	10,173
ICICI BANK LTD	8,127	23,214
INDUSTRIA DE DISENO TEXTIL IND UNSPONSORED ADR	15,040	18,461
ING GROEP NV	10,112	21,896
INTERCONTINENTAL HOTELS GROUP	13,129	15,632
ITAU UNIBANCO SA	18,058	27,630
KB FINL GROUP INCORPORATED	14,993	14,197
KBC GROUP NV	15,890	31,031
LEOGRAND S A	17,538	19,369
LI NING CO LTD	25,840	14,692
LONDON STK EXCHANGE GROUP	17,828	16,466
LOTTMATICA GROUP	13,501	13,891
MARKS & SPENCER GROUP	11,449	10,812
MERCK KGAA	22,200	20,216
MITSUIBISHI ELEC CORP	10,504	19,482
MITSUI FUDOSAN COMPANY LTD	11,491	13,665
MIZUHO FINANCIAL GROUP INC	8,615	15,284
MTU AERO	15,583	27,332
NITORI HOLDINGS COMPANY	12,182	8,249
NOMURA RESEARCH INST	9,640	14,635
NOVO-NORDISK AS ADR	19,373	12,516
PT TELKOM INDONESIA (PERSERO) TBK	10,707	14,840
PERNOD RICARD SA	22,089	11,831
PIRAEUS FINL HLDGS SA ADS	20,861	41,765
RECRUIT HLDGS COMPANY	10,465	15,092
RELX PLC	15,816	24,858
RESONA HLDGS INCORPORATED	14,293	17,545
SSE PLC SPONSORED ADR	18,796	18,699
SAMPO OYJ	12,952	19,144
SHIN ETSU CHEMICAL CO	12,672	10,585
SIEMENS AG SPONSORED ADR	9,932	13,763
SUNCOR ENERGY INC	10,409	15,526
SUZUKI MOTOR CORP	8,617	12,689
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	14,492	86,609
TECHTRONIC INDUSTRIES LTD SPONS ADS	18,622	17,152
TENCENT HOLDINGS LTD	20,520	40,326
THALES UNSPONSORED ADR	6,399	11,012
3I GROUP PLC UNSPONSORED ADR	17,698	18,334
TOTVS SA ADS	10,996	14,375
UNILEVER PLC	30,341	34,597
UNIVERSAL MUSIC GROUP NV	14,399	17,610
AON PLC	17,641	28,936
CRH PLC	7,780	12,230
MEDTRONIC PLC	11,846	12,200
ASML HOLDINGS	33,408	46,004
ABBOTT LABS	39,692	36,710
ABBVIE INCORPORTED	54,180	71,746
AIR PRODUCTS & CHEMICALS INC	44,479	49,651
ALPHABET INC	51,642	217,222
AMAZON.COM INC	43,111	100,638
ANALOG DEVICES INC	54,304	61,291
APPLE INC	146,359	273,763
BROADCOM INC	31,596	204,199
CME GROUP INC	48,385	66,905
COSTCO	72,553	68,987
DARDEN RESTAURANTS INC	42,464	51,894
DIAMONDBACK ENERGY INC	43,092	38,785
ENTERGY CORPORATION	29,401	28,191
META PLATAFORMS INC	92,454	172,944
GE VERNOVA	37,918	62,089
HOME DEPOT INC	94,937	131,790
INTERCONTINENTAL EXCHANGE INC	66,933	96,042
IQVIA HOLDINGS INC	51,090	71,906
JPMORGAN CHASE & CO	101,730	263,254
JOHNSON & JOHNSON	57,617	71,398
L3 HARRIS TECHNOLOGIES	59,179	74,567
MARATHON PETROLEUM CORP	23,758	60,661
MICROSOFT CORP	98,650	253,417
MOTOROLA SOLUTIONS INC	47,648	113,463
NEXTERA ENERGY INC	26,342	30,426
NVIDIA	82,458	135,026
SALESFORCE.COM INC	51,490	85,036
STRYKER CORPORATION	39,317	35,147
TJX COMPANIES INC	111,248	195,699
UNION PACIFIC CORP	24,989	33,310
VEEVA SYSTEMS	40,617	31,699
VERIZON COMMUNICATIONS INC	36,531	41,911
VISA INC	62,351	115,734
WALMART INC	46,274	128,233
EATON CORP PLC	31,293	115,619
JOHNSON CONTROLS INTERNATIONAL	36,739	68,856
STERIS PLC	51,051	58,056
TRANE TECHNOLOGIES PLC	46,214	149,842
CHUBB LTD	51,510	102,375
NXP SEMICONDUCTORS NV	41,613	67,289
REALTY INCOME CORP REIT	54,609	49,436
BJS WHOLESALE CLUB	7,181	8,463
BENTLEY SYSTEMS INC	12,201	11,678
BERKLEY WR CORP	6,612	15,987
BRIGHT HORIZONS FAMILY SOLUTIONS	9,451	7,808
CHEMED CORP	6,235	5,990
CHOICE HOTELS	9,245	7,145
COOPER COMPANIES INC	11,568	11,966
EQUIFAX INC	7,854	10,198
EXPONENT INC	8,341	5,626
HAMILTON LANE	6,178	6,178
HENRY, JACK & ASSOCIATES INC	9,457	10,949
INTERACTIVE BROKERS GROUP INC	5,305	19,807
LCI INDUSTRIES	2,736	2,791
LPL FINANCIAL HOLDINGS INC	6,806	17,144
LENNOX INTERNATIONAL INC	4,855	9,712
NORDSON CORP	7,733	12,022
OLLIES BARGAIN OUTLET HLDGS	7,263	8,221
POOL CORP	8,598	8,464
ROLLINS INC	6,981	13,745
SAIA INCORPORATED	8,259	9,143
SCOTTS MIRACLE GRO CO	9,490	10,224
SITEONE LANDSCAPE SUPPLY INC	4,220	6,726
TELEDYNE TECHNOLOGIES INC	11,013	11,747
THOR INDUSTRIES INC	4,704	7,700
TRIMBLE INCORPRATED	9,382	8,932
UL SOLUTIONS	10,533	12,066
UNIVERSAL DISPLAY CORP	15,413	10,160
WATSCO INC	8,191	9,098
ZEBRA TECHNOLOGIES CORP	6,167	8,256
ZURN ELKAY WATER SOLNS CORP	8,248	14,691
ALLEGION PLC	9,617	14,330
FEDERATED HERMES CORP BOND STRATEGY	49,450	47,240
FEDERATED HERMES HIGH YIELD STRATEGY	21,004	21,333
FEDERATED HERMES INTL BOND STRATEGY	24,961	25,802
FEDERATED HERMES MORTGAGE STRATEGY	237,798	241,257

- TIN:

TY 2025 InvestmentsGovtObligationsSch

Name:

PERLIN FAMILY FOUNDATION

EIN:

45-2467431

US Government Securities - End of Year Book Value:

301,524

US Government Securities - End of Year Fair Market Value:

301,271

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

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

- TIN:

TY 2025 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	6,655	4,245
NATIONAL STORAGE AFFILIATES	AT COST	5,530	4,401
STATE STREET TECHNOLOGY	AT COST	50,450	51,253
AT&T INC GLBL NT 2.25%32	AT COST	5,792	5,262
AT&T INC GLBL NT 1.7%26	AT COST	16,891	16,914
ACCENTURE CAPITAL INC 4.05% 10/04/29	AT COST	14,975	15,054
AMGEN INC SR GLBL NT 2.45% 30	AT COST	7,997	7,461
ASTRAZENECA PLC SR GLBL NT 1.375% 30	AT COST	10,731	9,778
BK OF AMERICA CORP FR 1.658%031127	AT COST	15,915	15,925
BLACKROCK INC GLBL NT 1.9%31	AT COST	11,181	9,886
BP CAP MKTS AMER INC SR GLBL NT 3.588%27	AT COST	7,441	6,977
BP CAP MKTS AAMER INC NTS 5.227% 8/17/34	AT COST	12,948	13,411
CHEVRON 4.687	AT COST	6,012	6,138
CHEVRON 4.8190	AT COST	7,999	8,233
CHEVRON 4.98	AT COST	8,999	9,220
CHEVRON 4.85	AT COST	9,963	10,116
CITIGROUP INC SR GLBL COCO 1.462% 27	AT COST	21,860	21,748
CITIGROUP INC SR GLBL NT 2.520%32	AT COST	8,836	8,063
COMCAST CORP NTS 5.300% 06/01/34	AT COST	3,987	4,122
EQUINOR ASA SR GLBL NT 2.375% 30	AT COST	7,031	6,515
GOLDMAN SACHS GROUP SR GLBL NT 1.431% 27	AT COST	15,910	15,918
GOLDMAN SACHS GROUP SR GLBL NT 2.383% 32	AT COST	4,000	3,582
GOLDMAN SACHS GROUP SR GLBL NT 1.948% 27	AT COST	15,904	15,729
JPMORGAN CHASE & CO GLBL NT 1.578%27	AT COST	10,980	10,918
JPMORGAN CHASE & CO SR GLBL NT 1.470% 27	AT COST	10,961	10,799
JPMORGAN CHASE & CO GLBL NT 2.545%32	AT COST	10,000	9,024
META PLATAFORMS INC 4.2%	AT COST	2,996	3,006
META PLATAFORMS INC 4.6%	AT COST	3,000	3,024
META PLATAFORMS INC 4.875%	AT COST	2,000	1,997
JOHNSON & JONSON 4.7%	AT COST	4,990	5,152
LOCKHEED MARTIN 4.4%	AT COST	2,996	3,029
MORGAN STANLEY FR 4.133%	AT COST	3,000	2,999
MORGAN STANLEY FR 1.593%050427	AT COST	10,972	10,904
ORACLE CORP SR GLBL NT 2.950% 30	AT COST	5,877	5,539
ORACLE CORP SR GLBL NT 1.650% 26	AT COST	11,983	11,924
PHILIP MORRIS INTERNATIONAL 4.875% 2/13/029	AT COST	10,897	11,260
PHILIP MORRIS INTERNATIONAL 5.250% 11/13/23	AT COST	11,794	12,403
SHELL FINANCE 2.75%	AT COST	0	2,845
SHELL FINANCE 4.125%	AT COST	2,988	3,000
SHELL FINANCE 4.75%	AT COST	5,990	5,991
U.S. BANCORP 2.677% 01/27/32	AT COST	18,862	17,134
FREDDIE MAC GROUP 3%	AT COST	11,822	12,053
FREDDIE MAC GROUP 2%	AT COST	20,143	20,663
ASSET BACKED SECURITIES	AT COST	31,964	32,716
HUDSON BAY FUND (INTL) LTD-URRRJ1	AT COST	360,000	673,537

- TIN:

TY 2025 LegalFeesSchedule

Name:

PERLIN FAMILY FOUNDATION

EIN:

45-2467431

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	1,625	813		812

- TIN:

TY 2025 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	1,878	0	0

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

PERLIN FAMILY FOUNDATION

EIN:

45-2467431

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	62,314	62,314		0

- TIN:

TY 2025 TaxesSchedule

Name:

PERLIN FAMILY FOUNDATION

EIN:

45-2467431

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	4,884	4,884		0
EXCISE TAXES	6,805	0		0