PERKINS MALO HUNTER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS MALO HUNTER FOUNDATION (EIN 36-4098513)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-11
- IRS object ID
- 202302239349100805
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-11T11:26:44-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364229793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGELBERG & SMITH | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 NORTH CLARK STREET 3000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364098513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS MALO HUNTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERK | BusinessNameControlTxt |
| Phone | 3129220355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2427 LAKEFRONT DRIVE | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP PERKINS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILLIP | PersonFirstNm |
| Person Last | PERKINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Burt Engelberg | PreparerPersonNm |
| PTIN | P00839403 | PTIN |
| Phone | 3125801236 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,705,029 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $989,695 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,142,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,142,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,014,566 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,857,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,014,566 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,275,541 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,275,541 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,871,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,881,943 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $227,861 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $227,861 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $5,011 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,011 | LegalFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,957 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,554 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,554 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $55,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,403 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $306,786 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $306,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,897,068 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,897,068 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,203,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $306,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,897,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,332,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,575,157 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $339,104 | CashBOYAmt |
| Cash EOY | $15,779,285 | CashEOYAmt |
| Cash EOYFMV | $14,134,085 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,186,349 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,444,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,444,630 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,999,413 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,746,389 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,750,687 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $34,942,192 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,798,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,743,371 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $407,500 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $407,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $485,000 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $15,139,689 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,094,287 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,147,256 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $62,014,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,270,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,705,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $62,014,247 | CapitalStockBOYAmt |
| Capital Stock EOY | $59,270,609 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,014,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,270,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,014,247 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,270,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,014,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,332,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $157,700 | OtherIncreasesAmt |
| Subtotal | $60,839,731 | SubtotalAmt |
| Other Decreases | $1,569,122 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,270,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (117 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000 ALIGN TECH | P | 2022-01-01 | 2022-12-15 | $202,615 | $254,846 | -$52,231 | -$52,231 |
| 3,800 BANK UNITED | P | 2022-03-01 | 2022-08-25 | $151,209 | $158,068 | -$6,859 | -$6,859 |
| 10,100 CAL MAINE FOODS | P | 2021-01-01 | 2022-02-22 | $430,930 | $359,167 | $71,763 | $71,763 |
| 500 COHEN & STEERS | P | 2021-04-05 | 2022-01-25 | $41,374 | $33,685 | $7,689 | $7,689 |
| 20,000 FIRST HORIZON | P | 2021-12-28 | 2022-03-04 | $475,912 | $327,232 | $148,680 | $148,680 |
| 8,000 GRAPHIC PACKAGING | P | 2021-12-28 | 2022-02-24 | $154,785 | $154,326 | $459 | $459 |
| 2,200 HANOVER INS | P | 2022-01-01 | 2022-12-27 | $302,163 | $291,554 | $10,609 | $10,609 |
| 800 LABO CO | P | 2022-04-28 | 2022-11-14 | $198,689 | $190,524 | $8,165 | $8,165 |
| 1,000 MAGNA INTL | P | 2021-04-15 | 2022-01-24 | $77,634 | $94,528 | -$16,894 | -$16,894 |
| 8,000 MAGNOLIA OIL & GAS | P | 2022-01-01 | 2022-12-27 | $191,775 | $178,366 | $13,409 | $13,409 |
| 75 POLARIS IND | P | 2021-10-26 | 2022-02-24 | $8,880 | $8,713 | $167 | $167 |
| 500 POLARIS IND | P | 2022-04-04 | 2022-08-15 | $60,099 | $53,703 | $6,396 | $6,396 |
| 600 SANFILIPPO | P | 2021-07-13 | 2022-04-21 | $52,234 | $52,809 | -$575 | -$575 |
| 500 SANFILIPPO | P | 2021-07-16 | 2022-04-21 | $43,529 | $45,634 | -$2,105 | -$2,105 |
| 500 SANFILIPPO | P | 2021-08-20 | 2022-04-21 | $43,529 | $43,703 | -$174 | -$174 |
| 600 SANFILIPPO | P | 2021-08-24 | 2022-04-21 | $52,234 | $52,703 | -$469 | -$469 |
| 400 SANFILIPPO | P | 2021-09-02 | 2022-04-25 | $32,915 | $33,879 | -$964 | -$964 |
| 1,000 SANFILIPO | P | 2021-10-27 | 2022-04-25 | $82,286 | $84,404 | -$2,118 | -$2,118 |
| 3,150 SIMPSON MANUFACTURING | P | 2022-01-01 | 2022-11-14 | $290,082 | $331,661 | -$41,579 | -$41,579 |
| 25,000 UMPQUA HOLDINGS | P | 2021-01-01 | 2022-11-14 | $515,000 | $454,028 | $60,972 | $60,972 |
| 5,000 UNITED COMMUNITY | P | 2022-04-07 | 2022-08-15 | $178,479 | $158,880 | $19,599 | $19,599 |
| 2,500 BERKSHIRE HATHAWAY | P | 2003-03-25 | 2022-01-24 | $743,115 | $134,919 | $608,196 | $608,196 |
| 1,000 CASEYS GEN STORES | P | 2018-06-13 | 2022-09-19 | $214,970 | $96,584 | $118,386 | $118,386 |
| 1,000 CASEY'S GEN STORES | P | 2018-06-13 | 2022-11-16 | $240,915 | $96,584 | $144,331 | $144,331 |
| 500 CASEYS GEN STORES | P | 2018-04-04 | 2022-11-21 | $120,031 | $54,765 | $65,266 | $65,266 |
| 675 CASEYS GEN STORES | P | 2018-04-04 | 2022-12-08 | $166,921 | $73,932 | $92,989 | $92,989 |
| 732 CASEYS GEN STORES | P | 2018-04-20 | 2022-12-08 | $181,017 | $73,764 | $107,253 | $107,253 |
| 1,093 CASEYS GEN STORES | P | 2018-04-20 | 2022-12-08 | $270,289 | $110,142 | $160,147 | $160,147 |
| 168 CASEYS GEN STORES | P | 2018-04-20 | 2022-12-15 | $40,790 | $16,929 | $23,861 | $23,861 |
| 757 CASEY'S GEN STORES | P | 2018-06-12 | 2022-12-15 | $183,796 | $71,562 | $112,234 | $112,234 |
| 2,200 CHECK PT SOFTWARE | P | 2020-01-01 | 2022-09-01 | $261,171 | $244,107 | $17,064 | $17,064 |
| 4,500 COHEN & STEERS | P | 2020-01-01 | 2022-01-25 | $372,369 | $285,164 | $87,205 | $87,205 |
| 1,250 F5 | P | 2020-11-11 | 2022-01-03 | $302,567 | $197,683 | $104,884 | $104,884 |
| 2,000 JOHNSON & JOHN SON | P | 2019-08-29 | 2022-01-01 | $348,115 | $257,366 | $90,749 | $90,749 |
| 300 LAB CO OF AMER HLDS | P | 2020-03-17 | 2022-11-14 | $49,672 | $23,819 | $25,853 | $25,853 |
| 1,000 LAB CO OF AMER HLDS | P | 2020-03-23 | 2022-11-14 | $248,362 | $106,914 | $141,448 | $141,448 |
| 500 LAB CO OF AMER HLDS | P | 2020-03-23 | 2022-12-15 | $114,458 | $53,457 | $61,001 | $61,001 |
| 4,000 MAGNA INTL | P | 2020-01-01 | 2022-01-24 | $310,535 | $290,196 | $20,339 | $20,339 |
| 500 POLARIS IND | P | 2021-01-08 | 2022-02-24 | $59,203 | $52,639 | $6,564 | $6,564 |
| 225 POLARIS IND | P | 2021-01-13 | 2022-02-24 | $26,641 | $24,467 | $2,174 | $2,174 |
| 200 POLARIS IND | P | 2021-01-14 | 2022-02-24 | $23,681 | $21,568 | $2,113 | $2,113 |
| 400 POLARIS IND | P | 2020-12-22 | 2022-08-15 | $48,079 | $40,080 | $7,999 | $7,999 |
| 100 POLARIS IND | P | 2020-12-28 | 2022-08-15 | $12,020 | $9,895 | $2,125 | $2,125 |
| 2,200 POLARIS IND | P | 2020-12-15 | 2022-08-29 | $256,215 | $209,579 | $46,636 | $46,636 |
| 300 POLARIS IND | P | 2020-12-28 | 2022-08-29 | $34,938 | $29,684 | $5,254 | $5,254 |
| 600 SANFILIPPO | P | 2021-02-04 | 2022-04-21 | $52,234 | $51,140 | $1,094 | $1,094 |
| 1,200 SANFILIPPO | P | 2021-03-23 | 2022-04-21 | $104,469 | $107,031 | -$2,562 | -$2,562 |
| 2,200 SANFILIPPO | P | 2021-01-25 | 2022-04-25 | $181,030 | $174,881 | $6,149 | $6,149 |
| 400 SANFILIPPO | P | 2021-02-04 | 2022-04-25 | $32,915 | $34,093 | -$1,178 | -$1,178 |
| 2,000 ONTO INNOVATION | P | 2022-08-15 | 2022-11-14 | $165,755 | $163,373 | $2,382 | $2,382 |
| 139 LESLIES | P | 2022-07-01 | 2022-12-21 | $1,700 | $2,091 | -$391 | -$391 |
| 99 MERIDIAN BIOSCIENCE | P | 2021-07-14 | 2022-07-01 | $3,060 | $1,790 | $1,270 | $1,270 |
| 15 OMEGA FLEX | P | 2021-04-22 | 2022-01-27 | $2,098 | $2,288 | -$190 | -$190 |
| 12 SANFILIPPO JOHN B | P | 2022-08-25 | 2022-10-04 | $931 | $954 | -$23 | -$23 |
| 148 1 800 FLOWERS | P | 2021-12-21 | 2022-08-25 | $1,381 | $3,367 | -$1,986 | -$1,986 |
| 151 1 800 FLOWERS | P | 2022-01-27 | 2022-08-25 | $1,409 | $2,316 | -$907 | -$907 |
| 320 1 800 FLOWERS | P | 2022-04-28 | 2022-08-25 | $2,986 | $3,247 | -$261 | -$261 |
| 372 ALLIED MOTION TECHS | P | 2019-06-14 | 2022-10-27 | $11,964 | $8,516 | $3,448 | $3,448 |
| 63 BANK OZK | P | 2020-09-30 | 2022-01-27 | $2,990 | $1,358 | $1,632 | $1,632 |
| 250 CARGURUS | P | 2021-09-23 | 2022-12-21 | $3,400 | $7,996 | -$4,596 | -$4,596 |
| 119 COMPUTER SERVICES | P | 2019-06-14 | 2022-08-22 | $6,741 | $4,229 | $2,512 | $2,512 |
| 72 COMPUTER SERVICES | P | 2019-06-14 | 2022-08-25 | $4,085 | $2,559 | $1,526 | $1,526 |
| 300 EAGLE PHARMACEUTICAL | P | 2019-01-01 | 2022-03-18 | $15,172 | $14,356 | $816 | $816 |
| 71 LANCASTER COLONY | P | 2019-01-01 | 2022-09-12 | $12,177 | $11,110 | $1,067 | $1,067 |
| 587 LESLIES | P | 2021-01-01 | 2022-12-21 | $7,181 | $15,597 | -$8,416 | -$8,416 |
| 483 MERIDIAN BIOSCIENCE | P | 2020-09-15 | 2022-01-01 | $13,473 | $7,269 | $6,204 | $6,204 |
| 74 MPG INGREDIENTS | P | 2019-06-14 | 2022-01-01 | $7,106 | $4,596 | $2,510 | $2,510 |
| 179 NAPCO SEC TEC | P | 2021-01-01 | 2022-07-21 | $4,563 | $2,862 | $1,701 | $1,701 |
| 36 OMEGA FLEX | P | 2019-01-01 | 2022-09-12 | $4,059 | $3,027 | $1,032 | $1,032 |
| 127 SANFILIPO | P | 2019-01-01 | 2022-10-04 | $9,854 | $10,224 | -$370 | -$370 |
| 31 SIMULTATIONS | P | 2021-05-19 | 2022-07-01 | $1,545 | $1,649 | -$104 | -$104 |
| 18 SIMULATIONS PLUS | P | 2021-05-19 | 2022-07-21 | $1,098 | $958 | $140 | $140 |
| 209 UFP TECHNOLOGIES | P | 2019-06-14 | 2022-01-01 | $16,497 | $8,354 | $8,143 | $8,143 |
| 311 1 800 FLOWERS | P | 2021-07-27 | 2022-08-25 | $2,902 | $9,871 | -$6,969 | -$6,969 |
| 42 AMDOCS | P | 2021-08-17 | 2022-01-06 | $3,151 | $3,250 | -$99 | -$99 |
| 83 CELANESE | P | 2022-04-29 | 2022-12-21 | $8,605 | $12,402 | -$3,797 | -$3,797 |
| 25 CLOROX | P | 2022-02-04 | 2022-11-29 | $3,665 | $3,529 | $136 | $136 |
| 92 HELEN OF TROY | P | 2022-01-01 | 2022-11-29 | $8,645 | $16,109 | -$7,464 | -$7,464 |
| 34 LANCASTER COLONY | P | 2022-02-09 | 2022-09-12 | $5,831 | $5,392 | $439 | $439 |
| 120 MADDEN STEVEN | P | 2022-04-14 | 2022-05-19 | $4,194 | $4,918 | -$724 | -$724 |
| 127 MAXIMUS | P | 2021-07-15 | 2022-01-06 | $9,961 | $11,232 | -$1,271 | -$1,271 |
| 31 QUALSYS | P | 2021-03-11 | 2022-01-06 | $3,859 | $3,130 | $729 | $729 |
| 43 SCOTTS MIRACLE GRO | P | 2021-01-01 | 2022-08-17 | $3,502 | $6,233 | -$2,731 | -$2,731 |
| 35 AKAMAI TECH | P | 2021-01-01 | 2022-04-14 | $4,178 | $3,615 | $563 | $563 |
| 117 AMDOCS | P | 2020-11-19 | 2022-01-06 | $8,777 | $7,517 | $1,260 | $1,260 |
| 29 ARTHUR J GALLAGHER | P | 2019-06-04 | 2022-04-14 | $5,258 | $2,489 | $2,769 | $2,769 |
| 57 BOOZ ALLEN HAMILTON | P | 2021-08-17 | 2022-10-27 | $5,960 | $4,644 | $1,316 | $1,316 |
| 67 CBOE GLOBAL | P | 2019-06-04 | 2022-04-29 | $7,592 | $7,330 | $262 | $262 |
| 83 CLOROX | P | 2021-11-16 | 2022-11-29 | $12,167 | $14,046 | -$1,879 | -$1,879 |
| 19 FAIR ISAAC | P | 2020-03-13 | 2022-04-07 | $8,047 | $5,340 | $2,707 | $2,707 |
| 175 FORTINET | P | 2020-03-16 | 2022-07-27 | $9,994 | $2,860 | $7,134 | $7,134 |
| 16 HENRY JACK & ASSOC | P | 2021-01-29 | 2022-04-29 | $3,053 | $2,314 | $739 | $739 |
| 54 HENRY JACK & ASSOC | P | 2019-06-04 | 2022-07-14 | $9,915 | $7,112 | $2,803 | $2,803 |
| 21 ICON | P | 2021-03-11 | 2022-04-18 | $5,103 | $3,791 | $1,312 | $1,312 |
| 49 LANCASTER COLONY | P | 2019-06-04 | 2022-09-12 | $8,404 | $7,130 | $1,274 | $1,274 |
| 159 MADDEN STEVEN | P | 2019-06-04 | 2022-05-19 | $5,557 | $5,026 | $531 | $531 |
| 14 MONOLITHIC POWER | P | 2019-01-01 | 2022-04-14 | $5,858 | $3,657 | $2,201 | $2,201 |
| 93 QUALSYS | P | 2020-09-11 | 2022-01-06 | $11,576 | $9,243 | $2,333 | $2,333 |
| 82 ROLLINS | P | 2022-10-27 | 2032-03-03 | $3,331 | $2,544 | $787 | $787 |
| 60 SCOTTS MIRACLE GRO | P | 2019-06-04 | 2022-08-17 | $4,886 | $5,417 | -$531 | -$531 |
| 178 SERVICE CORP | P | 2020-11-06 | 2022-07-27 | $13,024 | $8,885 | $4,139 | $4,139 |
| 132 SYNOVUS FINL | P | 2020-09-30 | 2022-03-10 | $6,239 | $2,834 | $3,405 | $3,405 |
| 77 TAKE TWO INTERACTV | P | 2021-10-07 | 2022-12-21 | $7,546 | $13,091 | -$5,545 | -$5,545 |
| 276 W R BERKLEY | P | 2019-06-04 | 2022-05-26 | $19,339 | $11,543 | $7,796 | $7,796 |
| 33 OMEGA FLEX | P | 2021-12-21 | 2022-09-12 | $3,721 | $3,811 | -$90 | -$90 |
| 44 SIMULATIONS PLUS | P | 2021-07-13 | 2022-07-21 | $2,683 | $2,081 | $602 | $602 |
| 11 HENRY JACK & ASSOC | P | 2021-01-29 | 2022-07-14 | $2,020 | $1,591 | $429 | $429 |
| 63 CARGURUS | P | 2021-09-23 | 2022-02-25 | $2,829 | $2,015 | $814 | $814 |
| 17 CARGURUS | P | 2022-05-10 | 2022-12-21 | $2,380 | $3,667 | -$1,287 | -$1,287 |
| 68 CARGURUS | P | 2022-07-01 | 2022-12-21 | $925 | $1,523 | -$598 | -$598 |
| 89 CARGURUS | P | 2022-08-25 | 2022-12-21 | $1,210 | $1,741 | -$531 | -$531 |
| 56 COMPUTER SERVICES | P | 2022-07-01 | 2022-08-25 | $3,177 | $2,127 | $1,050 | $1,050 |
| 87 CORE LABORATORIES | P | 2021-10-12 | 2022-01-27 | $2,354 | $2,661 | -$307 | -$307 |
| 292 FRONTDOOR | P | 2021-11-24 | 2022-08-29 | $6,845 | $10,575 | -$3,730 | -$3,730 |
| 84 FRONTDOOR | P | 2022-07-01 | 2022-08-29 | $1,969 | $2,058 | -$89 | -$89 |
| Various Misc Stock Sales thru Schwab attached | P | 2022-01-01 | 2022-12-31 | $16,007,205 | $17,217,567 | -$1,210,362 | -$1,210,362 |
| various Misc Stock Sales thru Schwab attached | P | 2020-01-01 | 2022-12-31 | $16,712,150 | $13,795,763 | $2,916,387 | $2,916,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,014,566 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,136,082 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,695 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $49,695 | SubtotalAmt |
| Tax Based On Investment Income | $49,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $144,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $144,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $94,905 | OverpaymentAmt |
| Applied To ES Tax | $50,000 | AppliedToESTaxAmt |
| Refund | $44,905 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIP PERKINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6164038951 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2427 LAKEFRONT DRIVE | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|
| ROBERT H PERKINS | |||||||
| 1 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | DIRECTOR | 5.00 | $0 | |
| JILL PERKINS | |||||||
| 2427 LAKEFRONT DRIVE | HOLLAND | MI | 49424 | DIRECTOR | 0.00 | $0 | |
| LAURIE PERKINS | |||||||
| 1410 ASBURY AVENUE | EVANSTON | IL | 60201 | DIRECTOR | 0.00 | $0 | |
| TODD PERKINS | |||||||
| 1410 ASBURY AVENUE | EVANSTON | IL | 60201 | Director | 0.00 | $0 | |
| PHILLIP PERKINS | |||||||
| 2427 LAKEFRONT DRIVE | HOLLAND | MI | 49424 | Director | 40.00 | $216,269 | $11,592 |
| CURTIS L STINE | |||||||
| N4279 COUNTY RD N | ARKANSAW | WI | 54721 | Director | 0.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,515,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,536,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,147,256 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,199,204 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $69,199,204 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,037,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,161,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,408,061 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,408,061 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,695 | TotalTaxAmt |
| Distributable Before Adj | $3,358,366 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,358,366 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,358,366 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,897,068 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,897,068 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,358,366 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,130,584 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,280,642 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,768,638 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,175,944 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,277,515 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,633,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,897,068 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,358,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,538,702 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,172,025 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,130,584 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,041,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,280,642 | ExcessFromYear4Amt |
| Excess From Year3 | $2,768,638 | ExcessFromYear3Amt |
| Excess From Year2 | $2,175,944 | ExcessFromYear2Amt |
| Excess From Year1 | $2,277,515 | ExcessFromYear1Amt |
| Excess From Current Year | $2,538,702 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT H PERKINS | ContributingManagerNm |
| Contributing Manager | JILL PERKINS | ContributingManagerNm |
| Contributing Manager | TODD PERKINS | ContributingManagerNm |
| Contributing Manager | PHILLIP PERKINS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST AGNES CATHOLIC SCHOOL | ||||||
| 1501 CHICAGO ROAD | CHICAGO HEIGHTS | IL | 60411 | PC | TUITION ASSISTANCE | $214,000 |
| ERIE ELEMENTARY CHARTER SCHOOL | ||||||
| 1405 N WASHTENAW ST | CHICAGO | IL | 60622 | PC | ACADEMIC PROGRAM EXPENSE | $100,000 |
| POTTER'S HOUSE ELEMENTARY SCHOOL | ||||||
| 810 VAN RAALTE SW | GRAND RAPIDS | MI | 49509 | PC | Tuition Assistance | $10,000 |
| YOUNG SCHOLARS CHARTER SCHOOL | ||||||
| 900 NORTH MARSHALL STREET | PHILADELPHIA | PA | 19123 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| CATALYST CHARTER SCHOOLS CHICAGO | ||||||
| 6727 SOUTH CALIFORNIA AVENUE | CHICAGO | IL | 60629 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $180,000 |
| BOYS AND GIRLS CLUB OF HOLLAND | ||||||
| 435 VAN RAALTE AVENUE | HOLLAND | MI | 49423 | PC | General Operating Expense | $75,000 |
| THORNTON ALUMNI LEGACY FUND | ||||||
| PO BOX 998 | MOKENA | IL | 60448 | PC | COLLEGE TUITION ASSISTANCE | $12,000 |
| TREY WHITFIELD SCHOOL | ||||||
| 17 HINSDALE STREET | BROOKLYN | NY | 11207 | PC | Tuition Assistance | $45,000 |
| LEARN CHARTER NETWORK | ||||||
| 212 S FRANCISCO | CHICAGO | IL | 60612 | PC | ACADEMIC PROGRAM EXPENSES | $500,000 |
| RESPOND NOW | ||||||
| 1439 EMERALD AVENUE | CHICAGO HEIGHTS | IL | 60411 | PC | General Operating Expense | $15,000 |
| TEACH FOR AMERICA CLEVELAND | ||||||
| 3615 SUPERIOR AVE SUITE 3102-A | CLEVELAND | OH | 44114 | PUBLIC | GENERAL USE | $50,000 |
| TEACH FOR AMERICA DETROIT | ||||||
| 1938 FRANKLIN STREET | DETROIT | MI | 48207 | PC | GENERAL USE | $50,000 |
| TEACH FOR AMERICA MILWAUKEE | ||||||
| 310 WEST WISCONSIN AVENU SUITE 110 | MILWAUKEE | WI | 53202 | PUBLIC | GENERAL USE | $50,000 |
| HOME WORKS | ||||||
| 225 LINDEN AVE | ST LOUIS | MO | 63105 | PC | GENERAL USE | $5,000 |
| ROCKETSHIP PUBLIC SCHOOLS | ||||||
| 2933 WEST CLEVELAND AVENUE | MILWAUKEE | WI | 53215 | PC | ACADEMIC PROGRAM EXPENSES | $180,000 |
| SAN MIGUEL CHICAGO | ||||||
| 1949 WEST 48TH STREET | CHICAGO | IL | 60609 | PC | Tuition Assistance | $45,000 |
| URBAN COMMUNITY SCHOOL | ||||||
| 4909 LORAIN AVENUE | CLEVELAND | OH | 44102 | PC | TUITION ASSISTANCE | $120,000 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||
| 3615 SUPERIOR AVE STE 3102-A | CLEVELAND | OH | 44114 | PC | ACADEMIC PROGRAM EXPENSES | $525,000 |
| MILWAUKEE COLLEGE PREP | ||||||
| 1228 W LLOYD STREET | MILWAUKEE | WI | 53205 | PC | ACADEMIC PROGRAM EXPENSES | $250,000 |
| TINDLEY ACCELERATED SCHOOLS | ||||||
| 3960 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| SPECIAL OLYMPICS - ILLINOIS | ||||||
| 605 E WILLOW STREET | NORMAL | IL | 61761 | PC | GENERAL USE | $10,000 |
| BRONX CHARTER SCHOOL FOR BETTER LEA | ||||||
| 3740 BAYCHESTER AVENUE | BRONX | NY | 10466 | PC | ACADEMIC PROGRAM EXPENSES | $15,000 |
| BRONX COMMUNITY CHARTER SCHOOL | ||||||
| 3170 WEBSTER AVENUE | BRONX | NY | 10467 | PC | ACADEMIC PROGRAM EXPENSES | $15,000 |
| KIPP CHICAGO | ||||||
| 2007 SOUTH HALSTED STREET | CHICAGO | IL | 60608 | PC | ACADEMIC PROGRAM EXPENSES | $300,000 |
| KIPP INDIANAPOLIS | ||||||
| 1740 EAST 30TH STREET | INDIANAPOLIS | IN | 46218 | PC | ACADEMIC PROGRAM EXPENSES | $150,000 |
| KIPP ST LOUIS | ||||||
| 1310 PAPIN STREET SUITE 203 | ST LOUIS | MO | 63103 | PC | ACADEMIC PROGRAM EXPENSES | $200,000 |
| LINK EDUCATION PARTNERS | ||||||
| 23 PENNSYLVANIA AVE | NEWARK | NJ | 07144 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| OAKS ACADEMY | ||||||
| 2301 NORTH PARK AVENUE | INDIANAPOLIS | IN | 46205 | PC | TUITION ASSISTANCE | $200,000 |
| PITTSBURGH URBAN CHRISTIAN SCHOOL | ||||||
| 809 CENTER STREET | PITTSBURGH | PA | 15221 | PC | TUITION ASSISTANCE | $45,000 |
| SAINT MARTIN DE PORRES HIGH SCHOOL | ||||||
| 6111 LAUSCHE AVENUE | CLEVELAND | OH | 44103 | PC | TUITION ASSISTANCE | $90,000 |
| ST MARCUS SCHOOL | ||||||
| 2215 NORTH PALMER STREET | MILWAUKEE | WI | 53212 | PC | TUITION ASSISTANCE | $180,000 |
| HOLY FAMILY LUTHERAN SCHOOL | ||||||
| 3415 WEST ARTHINGTON STREET | CHICAGO | IL | 60624 | PC | TUITION ASSISTANCE | $90,000 |
| CHICAGOLAND LUTHERAN EDUCATION FOUN | ||||||
| 861 S CHURCH RD | BENSENVILLE | IL | 60106 | PC | TUITION ASSISTANCE | $180,000 |
| MANCHESTER ACADEMIC CHARTER SCHOOL | ||||||
| 1214 LIVERPOOL ST | PITTSBURGH | PA | 15233 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| MESSMER CATHOLIC SCHOOLS | ||||||
| 742 W CAPITOL DRIVE | MILWAUKEE | WI | 53206 | PC | TUITION ASSISTANCE | $10,000 |
| NAMASTE CHARTER SCHOOL | ||||||
| 3737 PAULINA ST | CHICAGO | IL | 60609 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| NEW PARADIGM FOR EDUCATION | ||||||
| 2001 LABELLE STREET | DETROIT | MI | 48238 | PC | ACADEMIC PROGRAM EXPENSES | $200,000 |
| POLARIS CHARTER ACADEMY | ||||||
| 620 N SAWYER AVENUE | CHICAGO | IL | 60624 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| SCHOOLS THAT CAN - CHICAGO | ||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | PC | GENERAL OPERATING EXPENSES | $60,000 |
| UNITED COMMUNITY CENTER | ||||||
| 1028 S 9TH STREET | MILWAUKEE | WI | 53204 | PC | ACADEMIC PROGRAM EXPENSES | $120,000 |
| CITY SCHOOL | ||||||
| 860 N 24th STREET | PHILADELPHIA | PA | 19130 | PC | Tuition Assistance | $45,000 |
| PHILANTHROPY ROUNDTABLE | ||||||
| 1120 20TH ST NW SUITE 550 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING EXPENSE | $1,000 |
| TEACH FOR AMERICA CHICAGO | ||||||
| 300 WEST ADAM STREET 1000 | CHICAGO | IL | 60606 | PC | Academic Program expense | $50,000 |
| COMMUNITY FOUNDATION OF HOLLANDZEEL | ||||||
| 85 E8TH STREET | HOLLAND | MI | 49423 | PC | Tuition Assistance | $12,500 |
| FRIENDS OF INTERGENERATIONAL SCHOOL | ||||||
| 11327 SHAKER BLVD | CLEVELAND | OH | 44104 | PC | Acacdemic Program Expense | $200,000 |
| UNITED SCHOOLS OF INDIANAPOLIS | ||||||
| 3980 MEADOWS DR | INDIANAPOLIS | IN | 46205 | PC | Acacdemic Program Expense | $120,000 |
| HOWARD FULLER COLLEGIATE ACADEMY | ||||||
| 4030 N 29th Street | Milwaukee | WI | 53216 | PC | Academic Program Expense | $90,000 |
| CARDINAL STRITCH FOUNDATION | ||||||
| 1073 WEST MAXWELL STREET | CHICAGO | IL | 60608 | PC | TUITION ASSISTANCE | $242,568 |
| DETROIT ACHIEVEMENT ACADEMY | ||||||
| 7000 W OUTER DRIVE | DETROIT | MI | 48235 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| DETROIT PREP | ||||||
| 8411 SYLVESTER | DETROIT | MI | 48214 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| TEACH FOR AMERICA INDIANAPOLIS | ||||||
| 1309 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | PC | GENERAL USE | $50,000 |
| GREATER KANSAS CITY COMMUNITY FOUND | ||||||
| 1055 BROADWAY BLVD | KANSAS CITY | MO | 64105 | PC | DOG GROOMING SERVICE PROGRAM | $10,000 |
| KIPP DETROIT | ||||||
| 19321 W CHICAGO | DETROIT | MI | 48228 | PC | ACADEMIC PROGRAM EXPENSES | $30,000 |
| PROJECT HOOD | ||||||
| 6620 S MARTIN LUTHER KING DRIVE | CHICAGO | IL | 60637 | PC | GENERAL OPERATINGN EXPENSES | $10,000 |
| REACH OUT READ MICHIGAN | ||||||
| 268 E 8TH STREET | HOLLAND | MI | 49423 | PC | GENERAL OPERATING EXPENSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,897,068 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,142,918 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,275,541 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,014,566 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,881,943 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,881,943 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NANCY PERKINS TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 DARTMOUTH AVENUE | AddressLine1Txt |
| City | FLOSSMOOR | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $989,058 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,175 shares Caseys Gen Stores (CASY) | NoncashPropertyDesc |
| Fair Market Value | $989,058 | FairMarketValueAmt |
| Received | 2022-11-17 | ReceivedDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ENGELBERG & SMITH | CategoryTxt |
| Legal Fees | $5,011 | LegalFeesAmt |
| Net Investment Income | $5,011 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (17 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 12,900 EQUITY LIFESTYLE PPT | $1,007,835 | $561,344 | $833,340 |
| 145 EQUITY LIFESTYLE | $6,663 | $9,739 | $9,367 |
| 2,950 LAMAR ADVERTISING CO | $142,916 | $105,400 | $278,480 |
| 23,450 UMH PROPERTIES | $407,182 | $377,545 | |
| 235 NTNL STORAGE | $8,488 | $8,488 | |
| 26.0650251% HUNTER DIVERSIFIED FUND | $11,192,285 | $9,527,483 | $9,527,483 |
| 3,000 SUN COMMUNITIES | $272,699 | $272,699 | $429,000 |
| 375 GETTY REALTY CORP | $12,263 | $12,263 | $12,694 |
| 5,825 SUN COMMUNITIES | $682,659 | $529,882 | $832,975 |
| 6.208020% EQUUS GLOBAL FUND | $1,027,957 | $977,166 | $977,166 |
| 609 UMH PROPERTIES | $11,561 | $9,805 | |
| 70 ALEXANDRIA REAL ESTATE | $10,236 | $10,236 | $10,197 |
| 72 EASTGROUP PROPERTIES | $10,956 | $10,660 | |
| 78 EXTRA SPACE STORAGE | $8,282 | $8,282 | $11,480 |
| 8,000 EQUITY LIFESTYLE PPT | $341,067 | $341,067 | $516,800 |
| 84 LAMAR ADVERTISING | $6,693 | $6,693 | $7,930 |
| HUNTER PERKINS CAPITAL MANAGEMENT | $428,134 | $293,846 | $293,846 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Balance of 2021 Excise Tax | $150,166 |
| Estimated Excise Taxes 2022 | $144,600 |
| Foreign Taxes Paid | $18,075 |
| Hunter Perkins Capital Mgmt deductions | $2,247 |
| Outstanding Checks | $1,254,034 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $147 | $147 |
| DUES AND SUBSCRIPTIONS | $1,452 | $1,452 |
| ILLINOIS CHARITY BUREAU | $215 | $215 |
| INSURANCE | $45,802 | $45,802 |
| INTERNET | $1,938 | $1,938 |
| OFFICE SUPPLIES | $4,221 | $4,221 |
| PARKING & TOLLS | $506 | $506 |
| POSTAGE | $30 | $30 |
| TELEPHONE | $1,092 | $1,092 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$1,275,541 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,275,541 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Hunter Perkins Capital Mgmt Distribution(in excess of income | $132,045 |
| Non Dividend Distributions - Return of Capital | $21,003 |
| Non Dividend Distributions - Return of Capital | $21 |
| Non Dividend Distributions - Return of Capital | $3,966 |
| Non Dividend Distributions - Return of Capital | $665 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MICHIGAN UNEMPLOYMENT TAXES | $148 | $148 |
| SOCIAL SECURITY/MEDICARE | $12,809 | $12,809 |
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