BETA

PERKINS HUNTER FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PERKINS HUNTER FOUNDATION (EIN 36-3486609)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202641359349102414
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T08:28:58-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364229793PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ENGELBERG & SMITHBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 NORTH CLARK STREET 3000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363486609EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PERKINS HUNTER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERKBusinessNameControlTxt
Phone4153512300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 NORTH CLARK STREET 3000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS PERKINSPersonNm
Person TitleDirectorPersonTitleTxt
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBurt EngelbergPreparerPersonNm
PTINP00839403PTIN
Phone3125801236PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,199,399FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$27,385InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27,385InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$169,778DividendsRevAndExpnssAmt
Dividends Net Invst Incm$169,778DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$741,168NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,399,368GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$741,168CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$51,714OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$51,714OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$990,045TotalRevAndExpnssAmt
Total Net Invst Incm$990,045TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$3,750LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,750LegalFeesNetInvstIncmAmt
Interest Rev And Expnss$311InterestRevAndExpnssAmt
Interest Net Invst Incm$311InterestNetInvstIncmAmt
Other Expenses Rev And Expnss$29,049OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$29,049OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$33,110TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,110TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,205,430ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,205,430ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,238,540TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,110TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,205,430TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$248,495ExcessRevenueOverExpensesAmt
Net Investment Income$956,935NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$530CashEOYAmt
Cash EOYFMV$530CashEOYFMVAmt
Sav And Temp Cash Invst BOY$837,465SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,554,225SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,554,225SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$482,790USGovernmentObligationsBOYAmt
US Government Obligations EOY$100,188USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$100,457USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,333,528CorporateStockBOYAmt
Corporate Stock EOY$2,663,550CorporateStockEOYAmt
Corporate Stock EOYFMV$4,065,146CorporateStockEOYFMVAmt
Other Assets BOY$3,395,531OtherAssetsBOYAmt
Other Assets EOY$3,458,053OtherAssetsEOYAmt
Other Assets EOYFMV$3,479,041OtherAssetsEOYFMVAmt
Total Assets BOY$8,049,314TotalAssetsBOYAmt
Total Assets EOY$7,776,546TotalAssetsEOYAmt
Total Assets EOYFMV$9,199,399TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,049,314CapitalStockBOYAmt
Capital Stock EOY$7,776,546CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$8,049,314TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,776,546TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,049,314TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,776,546TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,049,314TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$248,495ExcessRevenueOverExpensesAmt
Other Increases$58,300OtherIncreasesAmt
Subtotal$7,859,119SubtotalAmt
Other Decreases$82,573OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,776,546TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVarious Misc Stock Sales thru Schwab attachedPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2022-01-01AcquiredDt
Sold2025-12-31SoldDt
Gross Sales Price$3,399,368GrossSalesPriceAmt
Cost Or Other Basis$2,658,200CostOrOtherBasisAmt
Gain Or Loss$741,168GainOrLossAmt
Gains Minus Excess Or Losses$741,168GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$741,168CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,301InvestmentIncomeExciseTaxAmt
Subtotal$13,301SubtotalAmt
Tax Based On Investment Income$13,301TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,213EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,213TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$206EsPenaltyAmt
Tax Due$10,294TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS PERKINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4153512300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13565 WASHINGTON STAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
THOMAS PERKINS
3565 WASHINGTON STREETSAN FRANCISCOCA94118DIRECTOR5.00$0
ALEC PERKINS
3570 WASHINGTON STREETSAN FRANCISCOCA94118DIRECTOR0.00$0
JAMEL PERKINS
3565 WASHINGTON STREETSAN FRANCISCOCA94118DIRECTOR0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,678,838AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,188,899AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,867,737TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,867,737AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$88,016CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,779,721NetVlNoncharitableAssetsAmt
Minimum Investment Return$288,986MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$288,986MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,301TaxBasedOnInvestmentIncomeAmt
Total Tax$13,301TotalTaxAmt
Distributable Before Adj$275,685DistributableBeforeAdjAmt
Distributable Before Ded$275,685DistributableBeforeDedAmt
Distributable As Adjusted$275,685DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,205,430ExpensesAndContributionsAmt
Qualifying Distributions$1,205,430QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$275,685DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$479,660ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$262,460ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$248,857ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$343,775ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$423,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,758,252TotalExcessDistributionCyovAmt
Qualifying Distributions$1,205,430QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$275,685AppliedToCurrentYearAmt
Remaining Distri From Corpus$929,745RemainingDistriFromCorpusAmt
Total Corpus$2,687,997TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$479,660ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,208,337ExcessDistriCyovToNextYrAmt
Excess From Year4$262,460ExcessFromYear4Amt
Excess From Year3$248,857ExcessFromYear3Amt
Excess From Year2$343,775ExcessFromYear2Amt
Excess From Year1$423,500ExcessFromYear1Amt
Excess From Current Year$929,745ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS PERKINSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TIDES FOUNDATION
PO BOX 29198SAN FRANCISCOCA94129PCGENERAL USE$25,000
SAN FRANCISCO EDUCATIONAL FUND
650 MISSION STREETSAN FRANCISCOCA94105PCGENERAL USE$60,000
TECHNOSERVE
1800 M STREET NW 1066WASHINGTONDC20036PCGENERAL USE$40,000
KQED NORTHERN CA PUBLIC RADIO
2601 MARIPOSA STREETSAN FRANCISCOCA94110PCGENERAL USE$35,000
POPULATION MEDIA CENTER
PO BOX 547SHELBURNEVT05482PCGENERAL USE$35,000
TEACH FOR AMERICA-BAY AREA
PO BOX 745908LOS ANGELESCA90074PCGENERAL USE$35,000
ENGENDERHEALTH
440 9TH AVENUENEW YORKNY10001PCGENERAL USE$20,000
UCSF FOUNDATION
UCSF BOX 0248San FranciscoCA94143PCGENERAL USE$10,000
SONOMA PLEIN AIR FOUNDATION
19201 SONOMA HIGHWAY NO 321SONOMACA95476PCGENERAL USE$2,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850SAN FRANCISCOCA94104PCGENERAL USE$125,000
SAN FRANCISCO GENERAL HOSPITAL
1001 Potrero AvenueSAN FRANCISCOCA94110PCGENERAL USE$30,000
LA LUZ BILINGUAL CENTER
17560 Greger StreetSonomaCA95476PCGENERAL USE$65,000
WORLD MONUMENTS FUND
350 FIFTH AVENUE SUITE 2412NYNY10118PCGENERAL USE$10,000
CORPORATION OF THE FINE ARTS MUSEUM
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118PCGENERAL USE$1,100
YMCA
50 CALIFORNIA STREETSAN FRANCISCOCA94117PCGENERAL USE$1,330
BATTERY FOUNDATION
717 BATTERY STREETSAN FRANCISCOCA94111PCGENERAL USE$30,000
CARE MESSAGE
332 PINE STREET SUITE 300SAN FRANCISCOCA94104PCGENERAL USE$25,000
SONOMA VALLEY EDUCATION FDTN
17878 RAILROAD AVENUESONOMACA95476PCGENERAL USE$10,000
WESTCOAST CHILDRENS CLINIC
3301 E 12TH STREETOAKLANDCA94601PCGENERAL USE$2,000
STAND
1410 DANZIG PLAZACONCORDCA94520PCGENERAL USE$5,000
TURNOUT ACTIVISM
36 WALDEN STREETCAMBRIDGEMA02108PCGENERAL USE$25,000
FEEL GOOD ACTION
1515 12TH AVESEATTLEWA98122PCGENERAL USE$15,000
HOPEWELL FUND
1201 CONNECTICUT AVE NWWASHINGTONDC20036PCGENERAL USE$10,000
SAN FRANCISCO UNIVERSITY HIGH SCHOO
3065 JACKSON STREETSAN FRANCISCOCA94115PCGENERAL USE$125,000
SAFE AND SOUND
1757 WALLER STREETSAN FRANCISCOCA94117PCGENERAL USE$10,000
GREENLIGHT AMERICA
1753 HOBART STREET NWWASHINGTONDC20009PCGENERAL USE$10,000
REMAKE
1012 TORNEY AVESAN FRANCISCOCA94129PCGENERAL USE$25,000
GREENLIGHT FUND
50 MILK STREETBOSTONMA02109PCGeneral Use$25,000
ACCOUNTABILITY COUNSEL
244 KEARNY STREETSAN FRANCISCOCA94108PCGeneral Use$25,000
ALL MAY SEE FOUNDATION
490 ILLINOIS STSAN FRANCISCOCA94158PCGeneral Use$10,000
BASIC FUND
1301CLAY STREETOAKLANDCA94612PCGeneral Use$10,000
BAY EDUCATIONAL FUND
1616 FRANKLIN STREETOAKLANDCA94612PCGeneral Use$25,000
BELIEVE IN SF ACTION
2443 FILLMORE STREETSAN FRANCISCOCA94115PCGeneral Use$30,000
CAL MATTERS
1017 L STREETSACREMENTOCA95814PCGeneral Use$5,000
CALIFORNIA INTERFAITH POWER LIGHT
685 14th STREETOAKLANDCA94612PCGeneral Use$8,000
ASHA RISING
1091 CALCOT PLACE APT 405OAKLANDCA94606PCGeneral Use$2,000
CORA
2211 PALM AVESAN MATEOCA94403PCGeneral Use$2,500
FRIENDS OF THE RIVER
3336 BRADSHAW RD STE 335SACRAMENTOCA95827PCGeneral Use$1,000
GOOD SAMARITAN
1294 POTRERO AVESAN FRANCISCOCA94124PCGeneral Use$7,000
MEDIA MATTERS FOR AMERICA
PO BOX 44811WASHINGTONDC20026PCGeneral Use$25,000
MUSO
548 MARKET ST PMB 86233SAN FRANCISCOCA94104PCGeneral Use$25,000
THE CAMPING EDUCATION FOUNDATION
3515 MICHIGAN AVECINCINNATIOH45208PCGeneral Use$1,000
CITY YOUTH NOW
375 WOODSIDE AVESAN FRANCISCOCA94127PCGeneral Use$2,500
COLD WAR MUSEUM
7172 LINEWEAVER RDVINT HILLVA20187PCGeneral Use$1,000
COMPASSION CHOICES
101 SW MADISON STPORTLANDOR97204PCGeneral Use$10,000
CONNECTED SF
393 7TH AVE STE 301SAN FRANCISCOCA94118PCGeneral Use$10,000
CPMC FOUNDATION
2015 STEINER STSAN FRANCISCOCA94115PCGeneral Use$500
CULTIVAR SAUSALITO RESTAURANT
690 BRIDGEWAYSAUSALITOCA94965PCGeneral Use$25,000
DEMOCRACY FORWARD FOUNDATION
310 W 20TH ST STE 300KANSAS CITYMO64108PCGeneral Use$10,000
EMERGE GLOBAL
325 N LARCHMONT BLVDLOS ANGELESCA90004PCGeneral Use$25,000
END OF LIFE CHOICES NEW YORK
244 5TH AVENEW YORKNY10001PCGeneral Use$5,000
FORWARD GLOBAL
1010 WISCONSIN AVE NW STE 710WASHINGTONDC20007PCGeneral Use$12,000
JUSTICE AT LAST
PO BOX 566SAN CARLOSCA94070PCGeneral Use$5,000
LAWYERS DEFENDING AMERICAN HOMJEOWN
303 CONGRESS STBOSTONMA02210PCGeneral Use$10,000
LEAGUE OF WOMEN VOTERS
1511 3RD AVE STE 801SEATTLEWA98101PCGeneral Use$2,500
MARINES' MEMORIAL ASSOCIATION
609 SUTTER STSAN FRANCISCOCA94102PCGeneral Use$1,000
INTERFAITH POWER LIGHT
685 14TH STOAKLANDCA94652PCGeneral Use$8,000
SEACOLOGY
1623 SOLANO AVEBERKLEYCA94707PCGeneral Use$5,000
SEBASTIANI THEATRE
176 1S ST ST ESONOMACA95476PCGeneral Use$2,000
SAN FRANCISCO BEAUTIFUL
100 BUSH STSAN FRANCISCOCA94104PCGeneral Use$5,000
SAN FRANCISCO CT APPOINTED SPECIAL
2533 MISSION STREETSAN FRANCISCOCA94110PCGeneral Use$5,000
SAN FRANCISCO VILLAGE
3220 FULTON STSAN FRANCISCOCA94118PCGeneral Use$1,000
SONOMA CONSERVATORY OF DANCE
561 BROADWAYSONOMACA95476PCGeneral Use$8,000
SONOMA VALLEY ROTARY
PO BOX 910SONOMACA95476PCGeneral Use$1,000
SWORDS TO PLOWSHARES
330 FRANKILIN STOAKLANDCA94607PCGeneral Use$1,500
TEN STRANDS
1007 GENERAL KENNEDY AVE STE 4SAN FRANCISCOCA94129PCGeneral Use$7,000
VALUE CULTURE
400 SPEAR ST 102SAN FRANCISCOCA94105PCGeneral Use$2,000
WILKES BASHFORD HELPING HANDS EMERG
601 4TH ST UNIT 215SAN FRANCISCOCA94107PCGeneral Use$10,000
OLYMPIC CLUB FOUNDATION
524 POST STREETSAN FRANCISCOCA94102PCGeneral Use$500
NATIONAL COUNCIL OF JEWISH WOMEN
5350 WILSHIRE BLVDLOS ANGELESCA90036PCGeneral Use$25,000
METO
6218 Georgia Avenue NWWashingtonDC20011PCGeneral Use$10,000
SAVING THE CITY
145 NINTH STREETSAN FRANCISCOCA94103PCGeneral Use$5,000
KRCB PUBLIC TELEVISION
311 PROFESSIONAL CENTER DRIVEROHNERT PARKCA94928PCGeneral Use$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,205,430TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,385ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$169,778ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,714ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$741,168ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$990,045ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$990,045TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryEngelberg & SmithCategoryTxt
Legal Fees$3,750LegalFeesAmt
Net Investment Income$3,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (11 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmtBOY Book ValueBOYBookValueAmt
0.4815% Penny Jar Capital Venture Fd II$56,933$56,933
1,925 EQUITY LIFESTYLE$110,756$116,674$106,264
1.4531% APERTURE VENTURE PARTNERS IV$199,488$199,488$261,142
1.514% MARIN SONOMA IMPACT VENTURES FUND$88,139$88,139$89,396
2.1104% APERTURE OPPORTUNITY FUND, LP$372,355$372,355$337,558
3.917% FEARLESS VENTURES LP$117,729$117,729$125,438
300 SUN COMMUNITIES$31,045$37,173$71,399
519 PROLOGIS$58,012$66,256
8,000 NUVATION BIO INC WTS$1,942$2,640
9.213% HUNTER DIVERSIFIED FUND, LLC$2,354,437$2,354,437$2,290,106
CHICAGO COMMUNITY TRUST$67,217$67,217$114,228

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (7 entries)

DescDescAmtAmt
Aperture Opportunity Fund Portfolio deductions$10,420
APERTURE VENTURE PARTNERS IV Other Deductions$10,113
Fearless Ventures Portfolio deductions$4,257
Foreign Tax Paid$2,049
Marin Sonoma Impact Ventures Fund I LP Portfolio deductions$1,591
Penny Jar Capital Venture Fund II Portfolio deductions$8,234
PORTFOLIO DEDUCTIONS FROM HUNTER DIVERSIFIED FUND$45,909

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
CHARITABLE SERVICE BUREAU$15$15
INVESTMENT ADVISORY FEES$29,023$29,023
SECRETARY OF STATE$11$11

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$51,714RevenueAndExpensesPerBooksAmt
Net Investment Income$51,714NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Distribution from APERTURE VENTURE PARTNERS IV$57,808
RETURN OF CAPITAL$492

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.