2023-06-26T08:01:41-05:00 2022-12-31 331197384 ANDERSEN TAX LLC 1700 EAST PUTNAM AVENUE SUITE 408 OLD GREENWICH CT 06870 990PF 2022-01-01 223309886 THE PERRIN FAMILY FOUNDATION C/O ANDERSEN TAX LLC PERR 2034387349 1700 EAST PUTNAM AVENUE 408 OLD GREENWICH CT 06870 SHEILA PERRIN TRUSTEE 2034387349 2023-06-20 1 SHEILA PERRIN 999009999 0 CHRIS CARREIRA P01250834 2039873660 2023-06-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 23780390 X 498895 566 566 479972 479972 -62944 5827062 0 2324 91 918813 480629 160000 0 160000 110836 0 110836 54630 0 54630 2808 0 2808 21883 7550 14333 248147 159103 89044 37529 1585 0 26613 0 26613 5380 0 5380 854 0 854 93165 597 92568 761845 168835 557066 972665 972665 1734510 168835 1529731 -815697 311794 132475 197747 197747 292863 62783 62783 15055095 15648245 18731420 5916350 4209413 3956773 649354 797686 829067 33416 33416 0 2600 2600 22046137 20918474 23780390 260 975 260 975 X 22045877 20917499 0 0 0 0 22045877 20917499 22046137 20918474 22045877 -815697 0 21230180 312681 20917499 PUBLICLY TRADED SECURITIES 687820 709866 -22046 -22046 PUBLICLY TRADED SECURITIES 152998 155925 -2927 -2927 PUBLICLY TRADED SECURITIES 1669499 2091776 -422277 -422277 PUBLICLY TRADED SECURITIES 624999 512407 112592 112592 PUBLICLY TRADED SECURITIES 30000 35021 -5021 -5021 PUBLICLY TRADED SECURITIES 1059365 1072406 -13041 -13041 PUBLICLY TRADED SECURITIES 27 27 27 PUBLICLY TRADED SECURITIES 111689 23359 88330 88330 PUBLICLY TRADED SECURITIES 1462530 1289246 173284 173284 FROM K-1 - GS CAPITAL PARTNERS VI PARRELEL, LP P 27127 27127 27127 CAPITAL GAINS DIVIDENDS P 1008 1008 1008 -62944 4334 0 4334 0 4334 7116 0 0 0 7116 X 0 2782 2782 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 5.00 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 LAURA E MCCARGAR 85 WILLOW STREET NEW HAVEN CT 06511 PRESIDENT 40.00 160000 26763 1336 AMARILIS PULLEN 85 WILLOW STREET NEW HAVEN CT 06511 PROGRAM OFFICER 40.00 97922 20386 1186 0 US TRUST 114 WEST 47TH ST 7TH FL NEW YORK NY 10036 INVESTMENT ADVISORY 89138 GOLDMAN SACHS 200 WEST STREET NEW YORK NY 10282 INVESTMENT ADVISORY 69965 0 THE PERRIN FAMILY FOUNDATION OFFERS CAPACITY-BUILDING CONSULTANTS, TRAININGS, AND WORKSHOPS, AS WELL AS CONVENINGS TO OUR GRANTEE PARTNERS, YOUTH PRACTITIONERS, AND COMMUNITY GROUPS ACROSS THE STATE OF CT TO DEEPEN THE SECTOR'S ABILITY TO SUPPORT YOUNG PEOPLE AS LEADERS OF SOCIAL CHANGE. IN 2022, THIS ALSO INCLUDED ENGAGEMENT AROUND VISION DEVELOPMENT FOR THE FUTURE OF YOUTH-LED SOCIAL JUSTICE IN CT, PUBLICATIONS AND COMMUNICATIONS WORK ASSOCIATED WITH THE GROWTH OF YOUTH LED SOCIAL CHANGE FIELD, AND A PUBLICATION ABOUT YOUTH VOICES ON COVID19 AND SYSTEMIC RACISM. 24762 0 25383094 182488 0 25565582 0 0 25565582 383484 25182098 1259105 1259105 4334 4334 1254771 0 1254771 0 1254771 1529731 0 1529731 1254771 0 0 187315 302884 344260 385688 242762 1462909 1529731 0 0 0 1254771 274960 0 0 1737869 0 0 0 0 0 0 187315 1550554 302884 344260 385688 242762 274960 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. 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. A BETTER WAY FOUNDATION PO BOX 942 HARTFORD CT 06101 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 50000 A BETTER WAY FOUNDATION PO BOX 615 NEW LONDON CT 06320 N/A 501(C)(3) ORGANIZATI HEARING YOUTH VOICES 50000 A BETTER WAY FOUNDATION PO BOX 942 HARTFORD CT 06101 N/A 501(C)(3) ORGANIZATI THE CONNECTICUT BLACK AND BROWN STUDENT UNION 75000 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 60000 CITYWIDE YOUTH COALITION INC 928 CHAPEL STREET NEW HAVEN CT 06510 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 80000 COMMON COUNSEL FOUNDATION 1624 FRANKLIN STREET SUITE 1022 OAKLAND CA 94612 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 20000 COMMUNITY MEDIATION 1253 WHITNEY AVENUE HAMDEN CT 06517 N/A 501(C)(3) ORGANIZATI STUDENTS FOR EDUCATIONAL JUSTICE 35000 CONNECTICUT COUNCIL FOR PHILANTHROPHY 221 MAIN STREET HARTFORD CT 06106 N/A 501(C)(3) ORGANIZATI SUPPORTING ORGANIZING WORK CT 150000 CONNECTICUT COUNCIL FOR PHILANTHROPY 221 MIAN STREET HARTFORD CT 06106 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 9285 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS 1725 DESALES STREET NW SUITE 404 WASHINGTON DC 20036 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 1030 KATAL CENTER FOR HEALTH EQUITY AND JUSTICE 200 VARICK SUITE 201 NEW YORK NY 10014 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 77500 MAKE THE ROAD STATES 360 FARMINGTON AVENUE HARTFORD CT 06105 N/A 501(C)(3) ORGANIZATI MAKE THE ROAD CT 60000 NATIONAL CENTER FOR FAMILY PHILANTHROPHY 1667 K STREET NW SUITE 550 WASHINGTON DC 20006 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 1500 NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY 1331 H STREET NW SUITE 200 WASHINGTON DC 20005 N/A 501(C)(3) ORGANIZATI MEMBERSHIP 750 NEIGHBORHOOD FUNDERS GROUP 300 FRANK H OGAWA PLAZA OAKLAND CA 94612 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 600 SAVE GIRLS ON FYER 276 HIGHLAND AVENUE WATERBURY CT 06708 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 75000 THE WRITER'S BLOCK INK 345 STATE STREET NEW LONDON CT 06320 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 72000 UNITED WE DREAM NETWORK PO BOX 33231 WASHINGTON DC CT 20033 N/A 501(C)(3) ORGANIZATI CT STUDENTS FOR A DREAM 50000 WINDHAM REGIONAL COMMUNITY COUNCIL INC 872 MAIN STREET WILLIMANTIC CT 06226 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 35000 WINDHAM REGIONAL COMMUNITY COUNCIL INC 872 MAIN STREET WILLIMANTIC CT 06226 N/A 501(C)(3) ORGANIZATI GROW WINDHAM CAPACITY BUILDING 5000 YOUTH BUSINESS INITIATIVE 11 DAY STREET 2ND FLOOR NORWALK CT 06854 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 5000 STUDENTS FOR EDUCATIONAL JUSTICE 1253 WHITNEY AVENUE HAMDEN CT 06517 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 25000 WORLD WIDE YOUTH NETWORKS 600 EAST ST NEW BRITAIN CT 06051 N/A 501(C)(3) ORGANIZATI GENERAL PURPOSE 35000 972665 0 14 566 14 479972 14 2324 18 -62944 0 419918 0 419918 0 0 0 0 0 0 0 0 0 0 X X 1 CHARLIE PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 75000 X 2 SHEILA PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 75000 X 3 CHARLIE PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 174448 X 4 SHEILA PERRIN 676 TITICUS ROAD NORTH SALEM NY 10560 174447 X 3 MARKETABLE SECURITIES 174448 2022-12-14 4 MARKETABLE SECURITIES 174447 2022-12-14 ACCOUNTING FEES 21883 7550 14333 PUBLICLY TRADED CORPORATE BONDS & OTHER DEBT 4209413 3956773 PUBLICLY TRADED CORPORATE STOCK & OTHER EQUITIES 15648245 18731420 KKR PRINCIPAL OPPORTUNITIES II ACCESS AT COST 422301 511744 GS CAPITAL PARTNERS VI LP AT COST 100462 40694 GOLDMAN SACHS TACTICAL TILT OVERLAY MUTUAL FUND AT COST 274923 276629 LEGAL FEES 2808 0 2808 PREPAID EXPENSES 0 2461 2461 DUE FROM TREASURE CHEST MANAGEMENT 0 139 139 FMV VS. COST BASIS OF CONTRIBUTED SECURITIES 309668 BASIS ADJUSTMENTS 3013 BUSINESS EXPENSES 25382 0 25382 DUES AND SUBSCRIPTIONS 1749 0 1749 EDUCATIONAL WORKSHOPS (SEE PART IX-A DETAILS) 24762 0 24762 GS CAPITAL PARTNERS VI PARALLEL, LP 597 597 0 INSURANCE 8250 0 8250 PAYROLL SERVICES 2742 0 2742 PROFESSIONAL DEVELOPMENT 7202 0 7202 UTILITIES 3403 0 3403 WEBSITE 7178 0 7178 GRANTS DATABASE 10400 0 10400 ADDITIONAL PROFESSIONAL DEVELOPMENT 1500 0 1500 GS CAPITAL PARTNERS VI PARALLEL, L.P. 91 91 91 GOLDMAN SACHS #1494 - OTHER INCOME 2233 0 2233 EMPLOYEE SIMPLE IRA PAYABLE 260 975 CONSULTING FEES 89044 0 89044 GS #2519 - MGT FEES 9907 9907 0 GS #4149 - MGT FEES 53311 53311 0 GS #9998 -MGT FEES 6747 6747 0 US TRUST 89138 89138 0 GOLDMAN SACHS #6181 - FOREIGN TAXES 1015 1015 0 GOLDMAN SACHS #9251 - FOREIGN TAXES 446 446 0 GS CAPITAL PARTNERS VI PARALLEL - FOREIGN TAXES PAID 97 97 0 GOLDMAN SACHS #1494 - FOREIGN TAXES 27 27 0 GOLDMAN SACHS #1494 - RECLAIMABLE FOREIGN TAXES PAID 944 0 0 FEDERAL ESTIMATES AND EXTENSION 35000 0 0