PERKINS HUNTER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: PERKINS HUNTER FOUNDATION (EIN 36-3486609)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-09-07
IRS object ID: 202302509349100140
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
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-09-07T14:42:01-07:00	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	363486609	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PERKINS HUNTER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PERK	BusinessNameControlTxt
Phone	3123419727	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	20 NORTH CLARK STREET 3000	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60602	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THOMAS PERKINS	PersonNm
Person Title	Director	PersonTitleTxt
Signature	2023-09-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	THOMAS	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	$10,301,952	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$169,804	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$169,804	DividendsNetInvstIncmAmt
Gross Sales Price	$4,269,281	GrossSalesPriceAmt
Other Income Rev And Expnss	$51,530	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$51,530	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$221,334	TotalRevAndExpnssAmt
Total Net Invst Incm	$221,334	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$2,850	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$2,850	LegalFeesNetInvstIncmAmt
Other Expenses Rev And Expnss	$21	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$21	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$2,871	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,871	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$552,650	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$552,650	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$555,521	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,871	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$552,650	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$334,187	ExcessRevenueOverExpensesAmt
Net Investment Income	$218,463	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,664	CashBOYAmt
Cash EOY	$1,010	CashEOYAmt
Cash EOYFMV	$1,010	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$325,807	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$279,315	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$279,315	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$299,963	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$390,025	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$389,552	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$5,147,843	CorporateStockBOYAmt
Corporate Stock EOY	$4,285,512	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,403,385	CorporateStockEOYFMVAmt
Other Assets BOY	$4,790,449	OtherAssetsBOYAmt
Other Assets EOY	$5,146,581	OtherAssetsEOYAmt
Other Assets EOYFMV	$6,228,690	OtherAssetsEOYFMVAmt
Total Assets BOY	$10,567,726	TotalAssetsBOYAmt
Total Assets EOY	$10,102,443	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,301,952	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$10,567,726	CapitalStockBOYAmt
Capital Stock EOY	$10,102,443	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$10,567,726	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,102,443	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,567,726	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,102,443	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$10,567,726	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$334,187	ExcessRevenueOverExpensesAmt
Other Increases	$3,134	OtherIncreasesAmt
Subtotal	$10,236,673	SubtotalAmt
Other Decreases	$134,230	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,102,443	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (136 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
25.1070 ABRDN INTL	P	2021-12-22	2022-08-18	$409	$478	-$69	-$69
500 ACADIA PHARMACEUTICAL	P	2022-01-31	2022-04-22	$10,455	$11,224	-$769	-$769
415 ADIDAS AG	P	2022-03-31	2022-08-23	$32,305	$48,976	-$16,671	-$16,671
130 ANALOG DEVICES	P	2021-08-31	2022-05-03	$20,686	$21,330	-$644	-$644
200 ANALOG DEVICES	P	2021-12-29	2022-05-03	$31,825	$35,014	-$3,189	-$3,189
70 ANALOG DEVICES	P	2021-08-31	2022-08-09	$12,095	$11,486	$609	$609
9 ANAPTYSBIO	P	2021-02-10	2022-01-20	$25,034	$23,920	$1,114	$1,114
200 APA CORP	P	2022-07-29	2022-11-16	$9,665	$7,432	$2,233	$2,233
200 CERNER	P	2021-08-06	2022-03-07	$18,628	$16,027	$2,601	$2,601
57 CHECK PT SOFTWARE	P	2022-03-08	2022-05-03	$7,296	$7,983	-$687	-$687
200 C OINBASE GLOBAL	P	2021-04-14	2022-03-14	$30,904	$80,000	-$49,096	-$49,096
100 COINBASE GLOBAL	P	2021-04-14	2022-03-31	$19,113	$33,562	-$14,449	-$14,449
100 COINBASE GLOBAL	P	2021-04-14	2022-03-31	$19,113	$40,000	-$20,887	-$20,887
50 COINBASE GLOBAL	P	2022-01-05	2022-05-11	$2,787	$11,919	-$9,132	-$9,132
150 COINBASE GLOBAL	P	2022-01-05	2022-05-13	$10,287	$35,757	-$25,470	-$25,470
3,000 FIRST HORIZON	P	2022-01-19	2022-03-14	$69,608	$53,183	$16,425	$16,425
200 GRAPHIC PACKAGING	P	2021-08-26	2022-03-14	$3,841	$4,036	-$195	-$195
4,800 GRAPHIC PACKAGING	P	2022-01-04	2022-03-14	$92,174	$97,361	-$5,187	-$5,187
940 GRAPHIC PACKAGING	P	2021-08-26	2022-05-03	$20,736	$18,968	$1,768	$1,768
197.536 JANUS HENDERSON MID CAP VALUE	P	2022-01-01	2022-10-12	$2,829	$3,218	-$389	-$389
200 JP MORGAN CHASE	P	2022-01-01	2022-12-16	$25,745	$26,088	-$343	-$343
350 META PLATFORMS	P	2022-02-23	2022-11-07	$33,380	$69,913	-$36,533	-$36,533
50 META PLATFORMS	P	2022-09-29	2022-11-07	$4,769	$6,821	-$2,052	-$2,052
184 META PLATFORMS	P	2022-09-29	2022-11-16	$20,819	$25,101	-$4,282	-$4,282
100 PFIZER	P	2021-09-01	2022-01-31	$5,308	$4,571	$737	$737
100 SANFILIPPO	P	2021-02-10	2022-01-31	$7,878	$8,967	-$1,089	-$1,089
100 SPDR S&P	P	2022-02-10	2022-08-24	$14,889	$11,264	$3,625	$3,625
1,600 SPROTT PHYS SILVER	P	2022-03-07	2022-04-06	$13,728	$14,296	-$568	-$568
2,000 SPROTT PHYS SILVER	P	2022-03-07	2022-07-06	$12,984	$17,870	-$4,886	-$4,886
2,400 SPROTT PHYS SILVER	P	2022-03-07	2022-07-19	$15,384	$21,444	-$6,060	-$6,060
500 SPROTT PHYSICAL GOLD &	P	2022-03-07	2022-09-19	$7,856	$9,873	-$2,017	-$2,017
1,335 SPROTT PHYSICAL GOLD &	P	2022-01-01	2022-10-10	$21,107	$24,374	-$3,267	-$3,267
66 U S BANCORP	P	2022-01-20	2022-08-01	$3,116	$3,796	-$680	-$680
300 US TREASURY	P	2021-12-30	2022-01-01	$299,931	$299,963	-$32	-$32
500,000 US TREASURY	P	2022-08-23	2022-09-22	$496,860	$496,057	$803	$803
200,000 US TREASURY	P	2022-09-22	2022-10-04	$192,913	$192,448	$465	$465
1,512.9750 VANGUARD INFLATION	P	2022-01-01	2022-05-03	$40,048	$42,643	-$2,595	-$2,595
4,000 ABERDEEN EMERGING	P	2014-11-05	2022-03-14	$24,242	$17,360	$6,882	$6,882
595.5770 ABRDN INTL	P	2022-01-01	2022-08-18	$9,706	$11,896	-$2,190	-$2,190
200 ACTUA	P	2001-12-12	2022-12-05		$2,506	-$2,506	-$2,506
200 ANALOG DEVICES	P	2021-04-30	2022-11-16	$32,257	$30,632	$1,625	$1,625
100 ANALOG DEVICES	P	2021-08-31	2022-11-16	$16,128	$16,408	-$280	-$280
350 ANAPTYSBIO	P	2021-02-10	2022-03-01	$10,665	$10,465	$200	$200
400 ANAPTYSBIO	P	2021-02-10	2022-03-14	$11,178	$11,960	-$782	-$782
200 APPLE	P	2018-12-31	2022-11-04	$27,000	$7,869	$19,131	$19,131
2,500 AXIS CAPITAL	P	2020-01-01	2022-01-31	$142,107	$104,161	$37,946	$37,946
578 CHECK PT SOFTWARE	P	2020-01-01	2022-05-03	$73,984	$63,186	$10,798	$10,798
1,200 CITIGROUP	P	2020-10-21	2022-12-12	$54,199	$52,113	$2,086	$2,086
380 COHEN & STEERS	P	2021-02-24	2022-04-06	$33,209	$24,999	$8,210	$8,210
100 COINBASE GLOBAL	P	2021-04-30	2022-05-11	$5,574	$29,676	-$24,102	-$24,102
150 EQUITY LIFESTYLE	P	2021-01-04	2022-09-20	$10,356	$9,184	$1,172	$1,172
1,602 FIRST HORIZON	P	2020-04-27	2022-03-14	$37,171	$14,143	$23,028	$23,028
1,500 FIRST HORIZON	P	2020-04-27	2022-05-23	$33,905	$13,243	$20,662	$20,662
100 FIRST HORIZON	P	2020-03-30	2022-11-11	$2,440	$820	$1,620	$1,620
100 FIRST HORIZON	P	2020-03-30	2022-11-11	$2,440	$820	$1,620	$1,620
100 FIRST HORIZON	P	2020-03-30	2022-11-11	$2,440	$820	$1,620	$1,620
100 FIRST HORIZON	P	2020-03-30	2022-11-11	$2,440	$820	$1,620	$1,620
100 FIRST HORIZON	P	2020-03-30	2022-11-11	$2,440	$820	$1,620	$1,620
100 FIRST HORIZON	P	2020-03-30	2022-11-11	$2,440	$820	$1,620	$1,620
2,400 FIRST HORIZON	P	2020-03-30	2022-11-11	$58,568	$19,704	$38,864	$38,864
898 FIRST HORIZON	P	2020-04-27	2022-11-11	$21,914	$7,928	$13,986	$13,986
4 FIRST HORIZON	P	2020-03-13	2022-11-30	$99	$37	$62	$62
48 FIRST HORIZON	P	2020-03-13	2022-11-30	$1,188	$448	$740	$740
100 FIRST HORIZON	P	2020-03-13	2022-11-30	$2,474	$934	$1,540	$1,540
200 FIRST HORIZON	P	2020-03-13	2022-11-30	$4,948	$1,868	$3,080	$3,080
2,000 FIRST HORIZON	P	2020-03-25	2022-11-30	$49,481	$17,050	$32,431	$32,431
6,000 FIRST HORIZON	P	2020-04-27	2022-11-30	$148,443	$52,971	$95,472	$95,472
500 INVESCO WATER RESOURCES	P	2019-07-25	2022-04-06	$26,245	$18,045	$8,200	$8,200
1,000 INVESCO WATER RESOURCES	P	2019-07-25	2022-05-03	$48,922	$36,091	$12,831	$12,831
600 ISHARES SILVER TRUST	P	2020-08-06	2022-07-07	$10,716	$15,900	-$5,184	-$5,184
600 ISHARES SILVER TRUST	P	2019-06-21	2022-07-11	$10,604	$8,606	$1,998	$1,998
400 ISHARES SILVER TRUST	P	2020-08-06	2022-07-11	$7,069	$10,600	-$3,531	-$3,531
2,000 ISHARES SILVER TRUST	P	2020-08-31	2022-07-11	$35,346	$52,640	-$17,294	-$17,294
1,000 ISHARES SILVER TRUST	P	2006-12-06	2022-12-14	$22,000	$13,720	$8,280	$8,280
400 ISHARES SILVER TRUST	P	2019-06-21	2022-12-14	$8,800	$5,738	$3,062	$3,062
1,569.3380 JANUS HENDERSON MID CAP VALUE	P	2022-01-01	2022-10-12	$22,473	$23,744	-$1,271	-$1,271
200 LAMAR ADVERTISING	P	2020-03-27	2022-05-03	$21,452	$9,597	$11,855	$11,855
39 MERCK & CO	P	2020-12-30	2022-01-31	$3,174	$3,000	$174	$174
100 MERCK & CO	P	2021-01-12	2022-01-31	$8,138	$7,928	$210	$210
1,161 MERCK & CO	P	2020-12-30	2022-05-05	$101,897	$89,309	$12,588	$12,588
200 MERCK & CO	P	2022-03-04	2022-05-05	$17,553	$13,743	$3,810	$3,810
200 MICROSOFT	P	2021-01-29	2022-03-31	$62,217	$47,548	$14,669	$14,669
200 MICROSOFT	P	2010-12-28	2022-05-03	$56,409	$5,613	$50,796	$50,796
200 MICROSOFT	P	2010-12-28	2022-10-26	$46,801	$5,613	$41,188	$41,188
16,000 MITSUBISHI	P	2020-01-01	2022-02-16	$91,429	$66,496	$24,933	$24,933
17,600 OPERADORA DE SITES	P	2020-08-11	2022-05-03	$21,463	$13,585	$7,878	$7,878
9,900 OPERADORA DE SITES	P	2020-08-11	2022-05-09	$12,155	$7,642	$4,513	$4,513
23,750 OOPERADORA DE SITES	P	2020-08-11	2022-07-20	$26,830	$18,333	$8,497	$8,497
200 POLARIS INDUSTRIES	P	2020-12-18	2022-02-16	$24,487	$19,695	$4,792	$4,792
245 POLARIS IND	P	2020-12-18	2022-05-03	$24,903	$24,127	$776	$776
45 POLARIS IND	P	2020-12-14	2022-07-06	$4,747	$4,276	$471	$471
55 POLARIS IND	P	2020-12-18	2022-07-06	$5,802	$5,416	$386	$386
100 POLARIS IND	P	2020-12-14	2022-07-07	$11,002	$9,503	$1,499	$1,499
78 POLARIS IND	P	2020-12-14	2022-07-08	$8,698	$7,413	$1,285	$1,285
130 POLARIS IND	P	2020-12-14	2022-12-13	$14,072	$12,354	$1,718	$1,718
147 POLARIS IND	P	2020-12-14	2022-12-16	$15,235	$13,969	$1,266	$1,266
50 PROSPERITY BANCSHARE	P	2021-06-14	2022-11-16	$3,680	$3,727	-$47	-$47
775 PROTHENA	P	2021-02-11	2022-01-01	$38,709	$12,168	$26,541	$26,541
85 PROTHENA	P	2021-02-11	2022-10-10	$4,754	$1,335	$3,419	$3,419
1,850 SANFILIPO	P	2021-01-01	2022-04-21	$161,057	$152,397	$8,660	$8,660
100 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$1,751	$1,315	$436	$436
100 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$1,751	$1,315	$436	$436
100 SPROFF PHYSICAL GOLD	P	2019-06-21	2022-01-03	$1,751	$1,315	$436	$436
100 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$1,751	$1,315	$436	$436
100 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$1,751	$1,316	$435	$435
100 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$1,751	$1,316	$435	$435
100 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$1,751	$1,316	$435	$435
100 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$1,751	$1,316	$435	$435
100 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$1,751	$1,316	$435	$435
100 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$1,751	$1,316	$435	$435
100 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$1,751	$1,316	$435	$435
200 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$3,502	$2,630	$872	$872
200 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$3,502	$2,632	$870	$870
200 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$3,502	$2,632	$870	$870
200 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$3,502	$2,632	$870	$870
300 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$5,253	$3,948	$1,305	$1,305
300 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$5,253	$3,948	$1,305	$1,305
500 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-03	$8,755	$6,580	$2,175	$2,175
200 SPROTT PHYSICAL GOLD	P	2018-02-09	2022-01-04	$3,522	$2,604	$918	$918
300 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-04	$5,283	$3,945	$1,338	$1,338
1,500 SPROTT PHYSICAL GOLD	P	2019-06-21	2022-01-04	$26,417	$19,724	$6,693	$6,693
2,000 SPROTT PHYSICAL GOLD	P	2018-02-09	2022-01-05	$35,500	$26,037	$9,463	$9,463
2,000 TEKLA HLTHCR	P	1997-07-14	2022-03-14	$37,860	$23,920	$13,940	$13,940
18,750 TELESITES SAB	P	2020-08-19	2022-03-07	$21,872	$15,564	$6,308	$6,308
1,250 TELESITES SAB	P	2020-08-11	2022-03-14	$1,436	$965	$471	$471
25,000 TELESITES SAB	P	2020-08-12	2022-03-14	$28,710	$19,560	$9,150	$9,150
13,750 TELESITES SAB	P	2020-08-19	2022-03-14	$15,791	$11,414	$4,377	$4,377
500 UNIFIRST	P	2020-11-11	2022-05-03	$84,249	$96,645	-$12,396	-$12,396
65 UNIFIRST	P	2020-11-12	2022-05-03	$10,952	$12,002	-$1,050	-$1,050
35 UNIFIRST	P	2020-11-12	2022-05-25	$5,638	$6,463	-$825	-$825
13,598.4720 VANGUARD INFLATION	P	2022-01-01	2022-05-03	$359,952	$368,175	-$8,223	-$8,223
2000 VICAT	P	2020-10-09	2022-01-01	$57,685	$68,473	-$10,788	-$10,788
1,000 WEYERHAEUSER	P	2019-01-02	2022-05-03	$41,185	$21,507	$19,678	$19,678
100 MODERNA	P	2020-10-23	2022-01-05	$21,919	$6,970	$14,949	$14,949
6.75% HUNTER DIVERSIFIED FUND,LLC	P	2021-01-01	2022-12-31		$422,944	-$422,944	-$422,944
6.75% HUNTER DIVERSIFIED FUND,LLC	P	2021-01-01	2022-12-31		$6,693	-$6,693	-$6,693

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$6,693	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$162,191	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,037	InvestmentIncomeExciseTaxAmt
Subtotal	$3,037	SubtotalAmt
Tax Based On Investment Income	$3,037	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$15,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$15,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$115	EsPenaltyAmt
Overpayment	$11,848	OverpaymentAmt
Applied To ES Tax	$3,200	AppliedToESTaxAmt
Refund	$8,648	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	THOMAS PERKINS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4153512300	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3565 WASHINGTON ST	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94118	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 (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
THOMAS PERKINS
3565 WASHINGTON STREET	SAN FRANCISCO	CA	94118	DIRECTOR	5.00	$0
ALEC PERKINS
1926 PINE STREET	SAN FRANCISCO	CA	94109	DIRECTOR	0.00	$0
JAMEL PERKINS
207 MAPLE STREET	SAN FRANCISCO	CA	94118	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	$5,610,704	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$234,539	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$384,810	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,230,053	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$6,230,053	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$93,451	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,136,602	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$306,830	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$306,830	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,037	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,037	TotalTaxAmt
Distributable Before Adj	$303,793	DistributableBeforeAdjAmt
Distributable Before Ded	$303,793	DistributableBeforeDedAmt
Distributable As Adjusted	$303,793	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$552,650	ExpensesAndContributionsAmt
Qualifying Distributions	$552,650	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$303,793	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$195,033	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$128,364	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$262,421	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$479,660	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$262,460	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,327,938	TotalExcessDistributionCyovAmt
Qualifying Distributions	$552,650	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$303,793	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$248,857	RemainingDistriFromCorpusAmt
Total Corpus	$1,576,795	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$195,033	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,381,762	ExcessDistriCyovToNextYrAmt
Excess From Year4	$128,364	ExcessFromYear4Amt
Excess From Year3	$262,421	ExcessFromYear3Amt
Excess From Year2	$479,660	ExcessFromYear2Amt
Excess From Year1	$262,460	ExcessFromYear1Amt
Excess From Current Year	$248,857	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	THOMAS PERKINS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SAN FRANCISCO EDUCATIONAL FUND
47 KEARNEY STREET	SAN FRANCISCO	CA	94108	PC	GENERAL USE	$25,000
TEACH FOR AMERICA
315 W 36TH STREET	NEW YORK	NY	10018	PC	GENERAL USE	$27,650
DOCTORS WITHOUT BORDERS
333 7th Avenue	New York	NY	10001	PC	GENERAL USE	$10,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850	SAN FRANCISCO	CA	94104	PC	GENERAL USE	$300,000
SAN FRANCISCO GIANTS COMMUNITY FUND
24 Willie Mays Plaza	SAN FRANCISCO	CA	94107	PC	GENERAL USE	$8,000
SONOMA VALLEY HOSPITAL FOUNDATION
347 ANDRIEUX STREET	SONOMA	CA	95476	PC	GENERAL USE	$25,000
BATTERY FOUNDATION
400 PACIFIC AVENUE	SAN FRANCISCO	CA	94133	PC	GENERAL USE	$20,000
CAREMESSAGE
PO BOX 7307	SAN FRANCISCO	CA	94120	PC	GENERAL USE	$25,000
JACK LONDON STATE PARK
2400 LONDON RANCH ROAD	GLEN ELLEN	CA	95442	PC	GENERAL USE	$10,000
UP 2 US FOUNDATION
11160 VEIRS MILL ROAD	WHEATON	MD	20902	PC	GENERAL USE	$10,000
SAN FRANCISCO PARENT COALITION
PO BOX 460461	SAN FRANCISCO	CA	94146	PC	GENERAL USE	$10,000
MEDIACAL TEAMS INTERNATIONAL
PO BOX 4288	PORTLAND	OR	97208	PC	GENERAL USE	$15,000
HINSDALE HUMANE SOCIETY
21 SALT CREEK LANE	HINSDALE	IL	60521	PC	GENERAL USE	$20,000
VOTEORG
4096 PIEDMONT AVE	OAKLAND	CA	94611	PC	GENERAL USE	$30,000
ENVIRONMENTAL VOTER PROJECT
PO BOX 962002	BOSTON	MA	02196	PC	GENERAL USE	$17,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$552,650	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$169,804	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$51,530	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	1	ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$221,334	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$221,334	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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Engelberg & Smith	CategoryTxt
Legal Fees	$2,850	LegalFeesAmt
Net Investment Income	$2,850	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (10 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
0.5529% GLOBAL SME GROWTH FUND	$840,456	$840,456	$840,456
1,200 SUN COMMUNITIES	$156,907	$156,907	$171,600
1,500 WEYERHAEUSER		$27,760	$46,500
1,850 EQUITY LIFESTYLE		$106,264	$119,510
1.208% BIN1 ATE, LLC		$145,275	$145,275
1.4531% APERTURE VENTURE PARTNERS IV	$369,049	$400,644	$400,644
2.1104% APERTURE OPPORTUNITY FUND, LP		$217,512	$217,512
500 LAMAR ADVERTISING		$19,966	$47,200
7.16142% HUNTER DIVERSIFIED FUND, LLC	$2,655,587	$2,722,132	$2,722,132
CHICAGO COMMUMITY TRUST	$477,629	$509,665	$1,517,861

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDesc	AmtAmt
APERTURE VENTURE PARTNERS IV Other Deductions	$14,401
Balance of 2021 Excise Taxes	$19,397
Excess of capital losses over capital gains	$96,967
Foreign Tax Paid	$3,465

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
CHARITABLE SERVICE BUREAU	$10	$10
SECRETARY OF STATE	$11	$11

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	$51,530	RevenueAndExpensesPerBooksAmt
Net Investment Income	$51,530	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	RETURN OF CAPITAL	Desc
Amt	$3,134	Amt

PERKINS HUNTER FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (136 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (10 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

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