2021-08-13T13:47:28-05:00 2020-12-31 331197384 ANDERSEN TAX LLC 1700 EAST PUTNAM AVENUE SUITE 408 OLD GREENWICH CT 06870 990PF 2020-01-01 223309886 THE PERRIN FAMILY FOUNDATION C/O ANDERSEN TAX LLC PERR 2034387349 1700 EAST PUTNAM AVENUE NO 408 OLD GREENWICH CT 06870 SHEILA PERRIN TRUSTEE 2034387349 2021-07-21 1 SHEILA PERRIN 999009999 CHRIS CARREIRA P01250834 2039873660 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 25520347 X 461484 2076 2076 496128 496128 414785 12328091 414785 32009 -1429 1406482 911560 130000 0 130000 144962 0 144962 62967 0 62967 13775 6887 6888 192629 136429 56200 6009 2108 0 28068 0 28068 1701 0 1701 807 0 807 169322 226 169096 750240 145650 600689 893033 893033 1643273 145650 1493722 -236791 765910 179367 57423 57423 601226 1459494 1459494 38 1685 38 38 11237173 9912648 18354899 4300691 4301836 4541185 1157060 1094679 1107308 33416 33416 17477202 16826118 25520347 0 515 0 515 X 17477202 16825603 0 0 0 0 17477202 16825603 17477202 16826118 17477202 -236791 0 17240411 414808 16825603 PUBLICLY TRADED SECURITIES 7540997 7549459 -8462 -8462 PUBLICLY TRADED SECURITIES 654629 540663 113966 113966 PUBLICLY TRADED SECURITIES 397743 55527 342216 342216 PUBLICLY TRADED SECURITIES 27 27 27 PUBLICLY TRADED SECURITIES 256132 255253 879 879 PUBLICLY TRADED SECURITIES 100000 100160 -160 -160 PUBLICLY TRADED SECURITIES 787065 786585 480 480 PUBLICLY TRADED SECURITIES 75000 75404 -404 -404 PUBLICLY TRADED SECURITIES 4626 4557 69 69 PUBLICLY TRADED SECURITIES 318246 312225 6021 6021 FROM K-1 - GS CAPITAL PARTNERS VI PARALLEL, LP P 2007-01-01 2020-12-31 9917 9917 9917 PUBLICLY TRADED SECURITIES 33430 176791 -143361 -143361 PUBLICLY TRADED SECURITIES 27 27 27 PUBLICLY TRADED SECURITIES 11 11 11 PUBLICLY TRADED SECURITIES 25 25 25 PUBLICLY TRADED SECURITIES 73079 92149 -19070 -19070 PUBLICLY TRADED SECURITIES 2066701 1964533 102168 102168 CAPITAL GAINS DIVIDENDS P 10436 10436 10436 414785 10646 0 10646 0 10646 4915 0 15000 0 19915 X 0 9269 9269 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 WWW.PERRINFAMILYFOUNDATION.ORG BANK OF AMERICA NA 8008787878 114 WEST 47TH STREET NEW YORK NY 10036 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES R PERRIN C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 TRUSTEE 2.00 0 0 0 SHEILA A PERRIN C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 TRUSTEE 20.00 0 0 0 DAVID B PERRIN C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 TRUSTEE 2.00 0 0 0 JEFFREY L PERRIN C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 TRUSTEE 2.00 0 0 0 ANNE KENAN C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 TRUSTEE 2.00 0 0 0 LAURA E MCCARGAR 85 WILLOW STREET NEW HAVEN CT 06511 PRESIDENT 40.00 125505 28880 731 AMARILIS PULLEN 85 WILLOW STREET NEW HAVEN CT 06511 PROGRAM OFFICER 40.00 91000 18723 525 MERCEDES MACALPINE 85 WILLOW STREET NEW HAVEN CT 06511 PROGRAM ASSOCIATE 40.00 54000 11633 600 0 US TRUST 114 WEST 47TH ST 7TH FL NEW YORK NY 10036 INVESTMENT ADVISORY 82936 GARO CONSULTING LLC PO BOX 330214 WEST HARTFORD CT 06133 CONSULTING 54165 GOLDMAN SACHS 200 WEST STREET NEW YORK NY 10282 INVESTMENT ADVISORY 53493 0 THE BUILDING LEADERSHIP AND ORGANIZING CAPACITY (BLOC) INITIATIVE IS A COHORT-BASED CAPACITY BUILDING INITIATIVE DESIGNED TO BUILD THE RESEARCH, ANALYSIS, AND ORGANIZING CAPACITY OF YOUTH-LED SOCIAL CHANGE GROUPS IN CONNECTICUT. THE BLOC INITIATIVE SEEKS TO INCREASE THE MEANINGFUL INCLUSION OF YOUTH IN LEADERSHIP OR DECISION-MAKING ROLES IN THEIR ORGANIZATIONS, STRENGTHEN ORGANIZATIONS' ABILITY TO DEVELOP AND IMPLEMENT EFFECTIVE YOUTH ORGANIZING CAMPAIGNS THAT LEAD TO CONCRETE AND LASTING CHANGE AROUND THE ISSUES THAT YOUTH HAVE IDENTIFIED; AND BUILD COLLABORATIVE RELATIONSHIPS AND PARTNERSHIPS AMONG ORGANIZATIONS COMMITTED TO BUILDING A MOVEMENT FOR YOUTH-LED SOCIAL CHANGE IN CONNECTICUT. PARTICIPATING ORGANIZATIONS ENGAGE IN MONTHLY WORKSHOPS, ATTEND BIANNUAL RETREATS, AND RECEIVE TARGETED TECHNICAL ASSISTANCE. THE INITIATIVE IS CO-DESIGNED WITH ALUMNI OF THE PROGRAM THAT WORK IN THE FIELD OF YOUTH LED SOCIAL CHANGE. 88231 THE PERRIN FAMILY FOUNDATION OFFERS CAPACITY BUILDING CONSULTANTS, TRAININGS AND WORKSHOPS AND CONVENINGS TO OUR GRANTEE PARTNERS, YOUTH PRACTITIONERS AND COMMUNITY GROUPS ACROSS THE STATE OF CT IN ORDER TO DEEPEN THE SECTOR'S ABILITY TO SUPPORT YOUNG PEOPLE AS LEADERS OF SOCIAL CHANGE. 4631 THE CRITICALLY CONSCIOUS YOUTH DEVELOPMENT (CCYD) GRANT PROGRAM IS A COHORT-BASED CAPACITY BUILDING INITIATIVE THAT IS FOCUSED ON DEVELOPING THE SKILLS OF YOUTH DEVELOPMENT STAFF AND THEIR ABILITY TO DEVELOP PROGRAMMING THAT IS CENTERED AROUND IDENTITY, LIVED EXPERIENCE, AND POLITICAL EDUCATION AS CORE COMPETENCIES. PARTICIPATING ORGANIZATIONS PARTICIPATE IN QUARTERLY TRAININGS AND AN ANNUAL RETREAT. THERE IS ALSO ONGOING CURRICULAR AND TECHNICAL ASSISTANCE PROVIDED BY THE CAPACITY BUILDING FELLOWS AND COACHES. 42457 0 21699616 1014705 0 22714321 0 0 22714321 340715 22373606 1118680 1118680 10646 10646 1108034 0 1108034 0 1108034 1493722 0 1493722 0 1493722 1108034 0 0 6218 111537 187315 302884 344260 952214 1493722 0 0 0 1108034 385688 0 0 1337902 0 0 0 0 0 0 6218 1331684 111537 187315 302884 344260 385688 CHARLES R PERRIN SHEILA A PERRIN LAURA MCCARGAR C/O PERRIN FAMILY FOUNDATION 85 WILLOW STREET NEW HAVEN CT 06511 2034387349 AUTHORIZED PERSONS WHO REPRESENT AN ORGANIZATION WHICH THEY BELIEVE MIGHT QUALIFY FOR SUPPORT ARE REQUESTED FIRST TO SEND A LETTER OF INTENT. THE LETTER SHOULD SUCCINTLY DESCRIBE THE BACKGROUND AND PURPOSE OF THE ORGANIZATION AND BRIEFLY OUTLINE THE PROJECT OR PROGRAM FOR WHICH MONIES ARE BEING SOUGHT. ALL LETTERS WILL BE ACKNOWLEDGED. IF THE FOUNDATION FINDS THE REQUEST APPROPRIATE FOR ITS SUPPORT, THE APPLICANT WILL BE MAILED GUIDELINES FOR SUBMISSION. ALL GRANT REQUESTS MAY REQUIRE AS LONG AS THREE MONTHS FOR PROCESSING BEFORE A FINAL DECISION IS COMMUNICATED TO THE PETITIONING ORGANIZATION. THOSE PROJECTS OR PROGRAMS RECEIVING MONEY ARE REQUESTED TO PROVIDE AN EVALUATION AT THE END OF THE FUNDING PERIOD. THE AVERAGE GRANT IS BETWEEN $10,000 AND $30,000. NONE GRANTS ARE AWARDED ONLY TO NON-PROFIT ORGANIZATIONS OR FISCAL SPONSORS THAT HAVE TAX-EXEMPT STATUS UNDER THE U.S. INTERNAL REVENUE CODE. GRANT PRIORITY IS GIVEN TO ORGANIZATIONS WORKING TO DEVELOP COLLECTIVE YOUTH LEADERSHIP AND YOUTH-LED SOCIAL CHANGE INITIATIVES IN CONNECTICUT. ORGANIZATIONS THAT THE PERRIN FAMILY FOUNDATION WOULD CONSIDER FUNDING MUST SHOW EVIDENCE THAT THEY SUPPORT YOUTH AND ADULTS WORKING TOGETHER IN AUTHENTIC PARTNERSHIPS, WHERE THE DEVELOPMENT OF INDIVIDUAL LEADERSHIP SKILLS IS BALANCED BY A COMMITMENT TO COLLECTIVE YOUTH VOICE , SHARED LEADERSHIP, AND WHERE YOUTH ARE ENCOURAGED TO ENGAGE WITH THEIR BROADER COMMUNITY AS THEY EXPLORE AND INVESTIGATE THEIR EVERYDAY REALITIES. GRANTS WILL NOT BE AWARDED TO FUND PUBLIC OR PRIVATE SCHOOL PROGRAMMING. GRANTS WILL ALSO NOT BE AWARDED TO FUND ATHLETIC, JUVENILE JUSTICE, JOB TRAINING PROGRAMS, COMMUNITY EVENTS OR CAPITAL PROJECTS. A BETTER WAY FOUNDATION PO BOX 942 HARTFORD CT 06101 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 32500 BLUE HILLS CIVIC ASSOCIATION 410 HOMESTEAD AVENUE HARTFORD CT 06112 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 37500 CITYWIDE YOUTH COALITION INC 928 CHAPEL STREET NEW HAVEN CT 06510 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 42500 CONNECTICUT COUNCIL FOR PHILANTHROPY 75 CHARTER OAK AVENUE SUITE 1-205 HARTFORD CT 06106 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 8890 UNITED WE DREAM NETWORK PO BOX 3323120033 WASHINGTON DC CT 20033 N/A 501(C)(3) ORGANIZATI CONNECTICUT STUDENTS FOR A DREAM 61575 BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE 330 7TH AVENUE NEW YORK NY 10001 N/A 501(C)(3) ORGANIZATI FUNDERS COLLABORATIVE ON YOUTH ORGANIZING 35000 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS 1310 L STREET NW SUITE 650 WASHINGTON DC 20005 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 1030 HARTFORD FOOD SYSTEM INC 190 WETHERSFIELD AVENUE HARTFORD CT 06114 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 37500 A BETTER WAY FOUNDATION PO BOX 942 HARTFORD CT 06101 N/A 501(C)(3) ORGANIZATI HARTFORD MUTUAL AID 5000 A BETTER WAY FOUNDATION PO BOX 942 HARTFORD CT 06101 N/A 501(C)(3) ORGANIZATI HEARING YOUTH VOICES 52500 INSTITUTE FOR COMMUNITY RESEARCH 2 HARTFORD SQUARE W HARTFORD CT 06106 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 30000 KATAL CENTER FOR HEALTH EQUITY AND JUSTICE 147 PRINCE STREET BROOKLYN NY 11201 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 80050 LIFE IN MY DAYS 12 DONALD TERRACE WATERBURY CT 06705 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 5000 MAKE THE ROAD NEW YORK 301 GROVE STREET BROOKLYN NY 11237 N/A 501(C)(3) ORGANIZATI MAKE THE ROAD CT 37500 NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY 1900 L STREET NW SUITE 825 WASHINGTON DC 20036 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 750 FRACTURED ATLAS INC PO BOX 55 HARTSDALE NY 105300053 N/A 501(C)(3) ORGANIZATI PARADYM ACADEMY, INC. 42500 SAVE GIRLS ON FYER 276 HIGHLAND AVENUE WATERBURY CT 06708 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 42500 SCHOOL OF UNITY & LIBERATION 1714 FRANKLIN STREET 100-280 OAKLAND CA 94612 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 10000 SERVING ALL VESSELS EQUALLY INC 31 CONCORD STREET NORWALK CT 06854 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 37500 COMMUNITY MEDIATION 151 CHURCH STREET NEW HAVEN CT 06510 N/A 501(C)(3) ORGANIZATI STUDENTS FOR EDUCATIONAL JUSTICE 37500 CONNECTICUT COUNCIL FOR PHILANTHROPY 75 CHARTER OAK AVENUE SUITE 1-205 HARTFORD CT 06106 N/A 501(C)(3) ORGANIZATI SUPPORTING ORGANIZING WORK CT 20000 A BETTER WAY FOUNDATION PO BOX 942 HARTFORD CT 06101 N/A 501(C)(3) ORGANIZATI THE CONNECTICUT BLACK AND BROWN STUDENT UNION 62500 THE WRITER'S BLOCK INK 12 MASONIC STREET NEW LONDON CT 06320 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 37500 COMMON COUNSEL FOUNDATION 1624 FRANKLIN STREET 1022 OAKLAND CA 94612 N/A 501(C)(3) ORGANIZATI VISIONARY FREEDOM FUND 20000 WINDHAM REGIONAL COMMUNITY COUNCIL INC 872 MAIN STREET 2391 WILLIMANTIC CT 06226 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 42500 UNITED WAY OF WESTERN CONNECTICUT 301 MAIN STREET SUITE 206810 DANBURY CT 06810 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 73238 893033 0 14 2076 14 496128 14 32009 18 414785 0 944998 0 944998 0 0 0 0 0 0 0 0 0 0 X X 1 CHARLIE PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 200742 X 2 CHARLIE PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 30000 X 3 SHEILA PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 30000 X 4 SHEILA PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 200742 X 1 MARKETABLE SECURITIES 200742 2020-12-07 4 MARKETABLE SECURITIES 200742 2020-12-07 ACCOUNTING FEES 13775 6887 6888 BALANCE SHEET ASSETS FORM 990-PF, PART II, LINES 10,13 BEGINNING WITH THE 2020 TAX YEAR, THE IRS HAS REQUIRED ALL PRIVATE FOUNDATIONS TO ELECTRONICALLY FILE THEIR TAX RETURNS. IN THE PAST, THE TAXPAYER WOULD PAPER FILE ITS RETURN AND ATTACH THE PAPER DECEMBER STATEMENT DETAILING ALL OF ITS UNDERLYING INVESTMENT ASSETS, WHICH CAN BE QUITE EXTENSIVE. DUE TO CURRENT SOFTWARE AND IRS LIMITATIONS, THE TAXPAYER IS UNABLE TO UPLOAD A PDF COPY OF SUCH STATEMENT TO PROVIDE UNDERLYING DETAILS FOR THE TOTAL REPORTED ON FORM 990-PF, PART II, LINES 10 AND 13. FURTHERMORE, DUE TO THE NUMBER OF INDIVIDUAL INVESTMENT SECURITIES HELD BY THE TAXPAYER, IT IS IMPRACTICAL AND TO THE TAXPAYER'S FINANCIAL DETRIMENT TO TYPE IN EACH INDIVIDUAL ASSET IN LIEU OF PROVIDING THE DETAIL THAT ALREADY ACCOMPANIES ITS DECEMBER STATEMENT. THEREFORE, THE TAXPAYER WILL PROVIDE THE NECESSARY DETAIL AND SUPPORT FOR ITS INVESTMENT ASSETS FOR THE YEAR UPON REQUEST. PUBLICLY TRADED CORPORATE BONDS & OTHER DEBT 4301836 4541185 PUBLICLY TRADED CORPORATE STOCK & OTHER EQUITIES 9912648 18354899 GOLDMAN SACHS TACTICAL TILT OVERLAY MUTUAL FUND AT COST 355963 335712 GS CAPITAL PARTNERS VI LP AT COST 156530 144849 KKR PRINCIPAL OPPORTUNITIES II ACCESS AT COST 204106 202097 VANGUARD REIT ETF AT COST 378080 424650 FMV VS. COST BASIS OF CONTRIBUTED SECURITIES 381709 BASIS ADJUSTMENTS 33099 BUSINESS EXPENSES 5784 0 5784 GRANTS DATABASE 9800 0 9800 INSURANCE 2485 0 2485 PAYROLL SERVICES 2875 0 2875 PROFESSIONAL DEVELOPMENT 8065 0 8065 UTILITIES 2741 0 2741 WEBSITE 1345 0 1345 GS CAPITAL PARTNERS VI PARALLEL, LP 226 226 0 EDUCATIONAL WORKSHOPS (SEE PART IX-A DETAILS) 135319 0 135319 DUES AND SUBSCRIPTIONS 57 0 57 STIPENDS 625 0 625 GS CAPITAL PARTNERS VI PARALLEL, L.P. -1429 -1429 -1429 GOLDMAN SACHS #4760 - NONDIVIDEND DISTRIBUTION 33147 0 33147 GOLDMAN SACHS #2519 - OTHER INCOME 291 0 291 EMPLOYEE SIMPLE IRA PAYABLE 0 515 CONSULTING FEES 56200 0 56200 US TRUST 82936 82936 0 GS #2519 - MGT FEES 6387 6387 0 GS #5476 - MGT FEES 34738 34738 0 GS #6010 - MGT FEES 8187 8187 0 GS #1354 - MGT FEES 4181 4181 0 GS CAPITAL PARTNERS VI PARALLEL - FOREIGN TAXES PAID 17 17 0 GOLDMAN SACHS #9251 - FOREIGN TAXES 999 999 0 GOLDMAN SACHS #4760 - RECLAIMABLE FOREIGN TAXES 401 0 0 FEDERAL ESTIMATES & EXTENSION 3500 0 0 GOLDMAN SACHS #4760 - FOREIGN TAXES 680 680 0 GOLDMAN SACHS #6181 - FOREIGN TAXES 412 412 0