2025-05-21T12:08:51-07:00 2024-12-31 364229793 ENGELBERG & SMITH 20 NORTH CLARK STREET 3000 CHICAGO IL 60602 990PF 2024-01-01 363486609 PERKINS HUNTER FOUNDATION PERK 4153512300 20 NORTH CLARK STREET 3000 CHICAGO IL 60602 THOMAS PERKINS Director 2025-05-21 true true Burt Engelberg P00839403 3125801236 2024 2025-03-06 01:10:19Z X 8326922 X 287865 113140 113140 579637 2528377 579637 -3911 -3911 976731 688866 3300 3300 31748 31748 35048 35048 0 423500 423500 458548 35048 423500 518183 653818 -19306 191984 837465 837465 480751 482790 498641 3444881 3333528 4503718 4710709 4601862 2487098 8809019 9255645 8326922 0 X 8809019 9255645 8809019 9255645 8809019 9255645 8809019 518183 877 9328079 72434 9255645 Various Misc Stock Sales thru Schwab attached P 2022-01-01 2024-12-31 2528377 1948740 579637 579637 579637 9088 9088 9088 12448 12448 X 3360 3360 false false false false false false false true true IL true false false false false true N/A THOMAS PERKINS 4153512300 3565 WASHINGTON ST SAN FRANCISCO CA 94118 false false false false false false false false false false false false false false false false false false false false false false THOMAS PERKINS 3565 WASHINGTON STREET SAN FRANCISCO CA 94118 DIRECTOR 5.00 0 ALEC PERKINS 3570 WASHINGTON STREET SAN FRANCISCO CA 94118 DIRECTOR 0.00 0 JAMEL PERKINS 3565 WASHINGTON STREET SAN FRANCISCO CA 94118 DIRECTOR 0.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 9088 9088 9088 9088 0 423500 423500 0 262421 479660 262460 248857 343775 1597173 423500 0 423500 2020673 0 262421 1758252 479660 262460 248857 343775 423500 THOMAS PERKINS X TIDES FOUNDATION PO BOX 29198 SAN FRANCISCO CA 94129 PUBLIC GENERAL USE 35000 TEACH FOR AMERICA-BAY AREA PO BOX 745908 LOS ANGELES CA 90074 PC GENERAL USE 25000 UCSF FOUNDATION UCSF BOX 0248 San Francisco CA 94143 PUBLIC GENERAL USE 35000 SAN FRANCISCO SYMPHONY 201 VAN NESS AVENUE SAN FRANCISCO CA 94102 PUBLIC GENERAL USE 15000 TIPPING POINT COMMUNITY 220 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 PC GENERAL USE 125000 SAN FRANCISCO GIANTS COMMUNITY FUND 24 Willie Mays Plaza SAN FRANCISCO CA 94107 PC GENERAL USE 10000 LA LUZ BILINGUAL CENTER 17560 Greger Street Sonoma CA 95476 PC GENERAL USE 20000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET NEW YORK NY 10038 PC GENERAL USE 2500 CARE MESSAGE 332 PINE STREET SUITE 300 SAN FRANCISCO CA 94104 PC GENERAL USE 25000 SONOMA VALLEY AUTHORS FOUNDATION 531 CHASE STREET SONOMA CA 95476 PC GENERAL USE 7000 AMERICAN CONSERVATORY THEATER 30 GRANT AVENUE SAN FRANCISCO CA 94108 PC GENERAL USE 7000 SONOMA VALLEY EDUCATION FDTN 17878 RAILROAD AVENUE SONOMA CA 95476 PC GENERAL USE 5000 SONOMA VALLEY MUSEUM OF ART 551 BROADWAY SONOMA CA 95476 PC GENERAL USE 2000 STAND 1410 DANZIG PLAZA CONCORD CA 94520 PC GENERAL USE 5000 VOTE LATINO PO BOX 35608 WASHINGTON DC 20033 PC GENERAL USE 20000 HOPEWELL FUND 1201 CONNECTICUT AVE NW WASHINGTON DC 20036 PC GENERAL USE 15000 VOTEORG 4096 PIEDMONT AVE OAKLAND CA 94611 PC GENERAL USE 50000 FOSTER AMERICA PO Box 220080 BOSTON MA 02122 PC GENERAL USE 10000 GREENLIGHT AMERICA 1753 HOBART STREET NW WASHINGTON DC 20009 PC GENERAL USE 10000 423500 14 113140 14 3911 1 579637 688866 688866 false false false false false false false false false false X X 1 PERKINS REVOCABLE TRUST 3565 WASHINGTON STREET SAN FRANCISCO CA 94118 56813 X 2 PERKINS REVOCABLE TRUST 3565 WASHINGTON STREET SAN FRANCISCO CA 94118 41059 X 3 PERKINS REVOCABLE TRUST 3565 WASHINGTON STREET SAN FRANCISCO CA 94118 21169 X 4 PERKINS REVOCABLE TRUST 3565 WASHINGTON STREET SAN FRANCISCO CA 94118 51092 X 5 PERKINS REVOCABLE TRUST 3565 WASHINGTON STREET SAN FRANCISCO CA 94118 81639 X 6 PERKINS REVOCABLE TRUST 3565 WASHINGTON STREET SAN FRANCISCO CA 94118 27460 X 7 PERKINS REVOCABLE TRUST 3565 WASHINGTON STREET SAN FRANCISCO CA 94118 14213 X 8 PERKINS REVOCABLE TRUST 3565 WASHINGTON STREET SAN FRANCISCO CA 94118 23915 X 1 15,000 shares Mersana Therapeutics 56813 2024-02-23 2 2,399 shares Tekla Healthcare Investors 41059 2024-02-27 3 200 shares Moderna 21169 2024-04-23 4 300 shares Alphabet 51092 2024-07-25 5 300 shares Alphabet 81639 2024-07-31 6 400 shares Coherent 27460 2024-07-25 7 200 shares Coherent 14213 2024-08-15 8 300 shares Coherent 23915 2024-08-26 Engelberg & Smith 3300 3300 0 0 1,850 EQUITY LIFESTYLE 106264 106264 123210 1.4531% APERTURE VENTURE PARTNERS IV 434225 261142 1.511% MARIN SONOMA IMPACT VENTURES FUND 89396 2.1104% APERTURE OPPORTUNITY FUND, LP 336024 337558 3.917% FEARLESS VENTURES LP 141491 125438 600 SUN COMMUNITIES 71399 73782 8.76% HUNTER DIVERSIFIED FUND, LLC 2481161 2290106 2290106 CHICAGO COMMUNITY TRUST 509665 1320559 Aperture Opportunity Fund Other deductions 10370 APERTURE VENTURE PARTNERS IV Other Deductions 11326 Foreign Tax Paid 1927 Marin Sonoma Impact Ventures Fund I LP Other deductions 3400 PORTFOLIO DEDUCTIONS FROM HUNTER DIVERSIFIED FUND 45411 CHARITABLE SERVICE BUREAU 15 15 INVESTMENT ADVISORY FEES 28322 28322 MANAGEMENT AND INVESTMENT FEES FROM PSHP 3400 3400 SECRETARY OF STATE 11 11 Other Investment Income -3911 -3911 RETURN OF CAPITAL 877