PERKINS HUNTER FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: PERKINS HUNTER FOUNDATION (EIN 36-3486609)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-16
IRS object ID: 202211369349105381
Schema version: 2021v4.0
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	2022-05-16T14:35:17-07:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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	377 E BUTTERFIELD ROAD 220	AddressLine1Txt
City	LOMBARD	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60148	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THOMAS PERKINS	PersonNm
Person Title	Director	PersonTitleTxt
Signature	2022-05-16	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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Burt W 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	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$12,406,995	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	$156,311	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$156,311	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,292,805	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$6,021,312	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,292,805	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$234,884	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$234,884	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,684,000	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,684,000	TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss	$6,135	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$6,135	OthEmplSlrsWgsNetInvstIncmAmt
Legal Fees Rev And Expnss	$2,750	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$2,750	LegalFeesNetInvstIncmAmt
Other Expenses Rev And Expnss	$26	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$26	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$8,911	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$8,911	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$664,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$664,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$673,411	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$8,911	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$664,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,010,589	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,675,089	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,914	CashBOYAmt
Cash EOY	$3,664	CashEOYAmt
Cash EOYFMV	$3,664	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$445,611	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$325,807	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$325,807	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$999,745	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$299,963	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$299,945	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$5,704,711	CorporateStockBOYAmt
Corporate Stock EOY	$5,147,843	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,723,170	CorporateStockEOYFMVAmt
Other Assets BOY	$2,463,408	OtherAssetsBOYAmt
Other Assets EOY	$4,790,449	OtherAssetsEOYAmt
Other Assets EOYFMV	$5,054,409	OtherAssetsEOYFMVAmt
Total Assets BOY	$9,617,389	TotalAssetsBOYAmt
Total Assets EOY	$10,567,726	TotalAssetsEOYAmt
Total Assets EOYFMV	$12,406,995	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$9,617,389	CapitalStockBOYAmt
Capital Stock EOY	$10,567,726	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,617,389	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,567,726	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,617,389	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,567,726	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,617,389	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,010,589	ExcessRevenueOverExpensesAmt
Other Increases	$5,056	OtherIncreasesAmt
Subtotal	$10,633,034	SubtotalAmt
Other Decreases	$65,308	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,567,726	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (138 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,500 A B M IND	P	2020-11-11	2021-01-29	$55,506	$58,011	-$2,505	-$2,505
400 BERKSHIRE HATHAWAY	P	2021-02-25	2021-04-27	$109,280	$99,040	$10,240	$10,240
200 BERKSHIRE HATHAWAY	P	2021-01-07	2021-05-10	$58,888	$46,604	$12,284	$12,284
3,000 C K HUTCHISON	P	2020-11-06	2021-05-17	$24,153	$19,905	$4,248	$4,248
1,000 C K HUTCHISON	P	2020-11-09	2021-05-17	$8,051	$6,601	$1,450	$1,450
1,000 C K HUTCHISON	P	2020-11-03	2021-08-16	$7,421	$6,235	$1,186	$1,186
4,000 C K HUTCHISON	P	2020-11-03	2021-08-16	$29,685	$24,960	$4,725	$4,725
7,000 C K HUTCHISON	P	2020-11-03	2021-08-16	$51,948	$43,625	$8,323	$8,323
2,000 C K HUTCHISON	P	2020-11-09	2021-08-16	$14,842	$13,202	$1,640	$1,640
6,000 CARTER BANKSHARES	P	2020-11-30	2021-06-08	$85,617	$59,364	$26,253	$26,253
4,000 CARTER BANKSHARES	P	2020-11-30	2021-06-10	$56,478	$39,576	$16,902	$16,902
6,000 CARTER BANKSHARES	P	2020-12-03	2021-08-09	$72,689	$59,252	$13,437	$13,437
140 CERNER	P	2021-01-15	2021-02-17	$10,182	$11,150	-$968	-$968
300 CERNER	P	2021-01-25	2021-02-17	$21,819	$24,176	-$2,357	-$2,357
500 CERNER	P	2021-02-19	2021-05-10	$39,151	$35,995	$3,156	$3,156
200 CERNER	P	2021-02-19	2021-07-16	$15,432	$14,398	$1,034	$1,034
700 CERNER	P	2021-02-24	2021-07-16	$54,012	$49,274	$4,738	$4,738
400 CERNER	P	2021-02-25	2021-07-16	$30,864	$28,316	$2,548	$2,548
200 CERNER	P	2021-03-04	2021-07-16	$15,432	$13,689	$1,743	$1,743
300 CITIGROUP	P	2020-10-21	2021-05-10	$22,868	$13,028	$9,840	$9,840
400 COHEN & STEERS	P	2021-02-24	2021-12-15	$36,757	$26,315	$10,442	$10,442
2,000 DANONE	P	2020-12-11	2021-05-17	$28,420	$25,281	$3,139	$3,139
100 EQUITY LIFESTYLE	P	2020-07-02	2021-04-30	$6,897	$6,534	$363	$363
100 EQUITY LIFESTYLE	P	2020-07-02	2021-04-30	$6,897	$6,534	$363	$363
100 EQUITY LIFESTYLE	P	2020-07-02	2021-04-30	$6,897	$6,534	$363	$363
200 EQUITY LIFESTYLE	P	2020-07-02	2021-04-30	$13,795	$13,074	$721	$721
500 EQUITY LIFESTYLE	P	2020-07-08	2021-04-30	$34,487	$31,700	$2,787	$2,787
500 EQUITY LIFESTYLE	P	2020-07-08	2021-06-15	$37,870	$31,700	$6,170	$6,170
500 EQUITY LIFESTYLE	P	2021-01-04	2021-06-15	$37,870	$30,615	$7,255	$7,255
500 GRAYSCALE BITCOIN	P	2020-12-17	2021-01-06	$20,675	$14,918	$5,757	$5,757
225 GRAYSCALE BITCOIN	P	2020-12-01	2021-01-12	$8,676	$5,265	$3,411	$3,411
175 GRAYSCALE BITCOIN	P	2020-12-17	2021-01-12	$6,748	$5,221	$1,527	$1,527
500 GRAYSCALE BITCOIN	P	2020-12-01	2021-04-14	$25,785	$11,700	$14,085	$14,085
500 GRAYSCALE BITCOIN	P	2020-12-01	2021-04-14	$26,618	$11,700	$14,918	$14,918
500 GRAYSCALE BITCOIN	P	2021-02-01	2021-04-14	$26,618	$17,014	$9,604	$9,604
1,000 GRAYSCALE BITCOIN	P	2020-12-01	2021-04-26	$44,915	$23,400	$21,515	$21,515
775 GRAYSCALE BITCOIN	P	2020-12-01	2021-05-19	$25,947	$18,134	$7,813	$7,813
25 GRAYSCALE BITCOIN	P	2020-12-11	2021-05-19	$837	$515	$322	$322
2,000 HOME BANCSHARES	P	2020-04-29	2021-01-06	$42,334	$32,770	$9,564	$9,564
1,500 HOME BANCSHARES	P	2020-06-04	2021-01-27	$32,844	$23,715	$9,129	$9,129
4,000 HOME BANCSHARES	P	2020-04-27	2021-02-01	$85,455	$56,536	$28,919	$28,919
500 HOME BANCSHARES	P	2020-06-04	2021-02-01	$10,682	$7,905	$2,777	$2,777
3,000 INVESCO	P	2020-06-08	2021-04-26	$79,029	$32,459	$46,570	$46,570
1,000 INVESCO	P	2020-06-11	2021-04-26	$26,343	$9,651	$16,692	$16,692
2,000 INVESCO	P	2020-06-11	2021-05-10	$57,720	$19,302	$38,418	$38,418
2.1250 IVY NATURAL RESOURCES	P	2020-12-10	2021-04-26	$27	$24	$3	$3
404.0190 JANUS HENDERSON INTL	P	2020-12-21	2021-02-12	$4,185	$3,972	$213	$213
1,013.1200 JANUS HENDERSN LG CAP	P	2021-01-01	2021-02-19	$14,670	$13,606	$1,064	$1,064
103.8120 JANUS HENDERSON MID CAP	P	2020-12-21	2021-01-25	$1,673	$1,605	$68	$68
144.7690 JANUS HENDERSON SMALL-MID CAP	P	2020-12-21	2021-04-26	$2,124	$1,781	$343	$343
366.4830 JANUS HENDERSON VALUE PLUS INCOME	P	2021-01-01	2021-02-19	$4,519	$4,101	$418	$418
138 JOHNSON & JOHNSON	P	2021-03-02	2021-12-17	$23,183	$22,041	$1,142	$1,142
100 JONES LANG LASALLE	P	2020-08-31	2021-02-01	$15,020	$10,272	$4,748	$4,748
100 JONES LANG LASALLE	P	2020-08-31	2021-02-01	$15,020	$10,273	$4,747	$4,747
200 JONES LANG LASALLE	P	2020-09-28	2021-02-01	$30,040	$19,718	$10,322	$10,322
200 LAB CO OF AMER HLDG	P	2021-02-18	2021-04-27	$53,133	$48,346	$4,787	$4,787
200 M & T BANK	P	2020-11-17	2021-08-13	$27,952	$24,874	$3,078	$3,078
200 M & T BANK	P	2020-11-11	2021-11-11	$31,690	$23,541	$8,149	$8,149
200 M & T BANK	P	2020-11-24	2021-11-11	$31,690	$24,810	$6,880	$6,880
200 MERCK & CO.	P	2021-01-07	2021-04-27	$15,518	$16,769	-$1,251	-$1,251
300 MERCK & CO.	P	2021-01-12	2021-04-27	$23,277	$24,974	-$1,697	-$1,697
4,000 MITSUBISHI	P	2020-11-03	2021-05-17	$22,962	$16,679	$6,283	$6,283
6,000 MITSUBISHI	P	2020-11-09	2021-05-17	$34,442	$26,219	$8,223	$8,223
300 MODERNA	P	2021-04-15	2021-04-26	$53,472	$47,497	$5,975	$5,975
100 MODERNA	P	2020-10-23	2021-05-17	$15,800	$6,970	$8,830	$8,830
100 MODERNA	P	2020-10-23	2021-08-16	$37,445	$6,970	$30,475	$30,475
100 NUVATION	P	2020-11-17	2021-02-12	$927	$1,024	-$97	-$97
100 NUVATION	P	2020-11-17	2021-02-12	$927	$1,024	-$97	-$97
100 NUVATION	P	2020-11-17	2021-02-12	$927	$1,024	-$97	-$97
100 NUVATION	P	2020-11-17	2021-02-12	$927	$1,024	-$97	-$97
100 NUVATION	P	2020-11-17	2021-02-12	$927	$1,024	-$97	-$97
500 NUVATION	P	2020-11-17	2021-02-12	$4,635	$5,120	-$485	-$485
3,000 NUVATION	P	2020-12-30	2021-02-12	$27,813	$33,240	-$5,427	-$5,427
2,000 NUVATION	P	2020-11-17	2021-06-08	$26,306	$20,480	$5,826	$5,826
120 ORGANON	P	2020-12-30	2021-06-14	$3,571	$4,624	-$1,053	-$1,053
10 ORGANON	P	2021-01-12	2021-06-14	$298	$397	-$99	-$99
20 ORGANON	P	2021-03-04	2021-06-14	$595	$688	-$93	-$93
200 PFIZER	P	2021-08-24	2021-11-17	$10,104	$9,728	$376	$376
200 PFIZER	P	2021-09-01	2021-11-17	$10,104	$9,141	$963	$963
300 PFIZER	P	2021-09-01	2021-11-18	$15,404	$13,712	$1,692	$1,692
300 POLARIS	P	2021-02-01	2021-04-27	$43,044	$34,339	$8,705	$8,705
100 POLARIS	P	2021-02-22	2021-04-27	$14,348	$12,355	$1,993	$1,993
1500 POTLATCH	P	2020-05-20	2021-01-27	$72,743	$50,566	$22,177	$22,177
1,500 POTLATCH	P	2020-05-20	2021-01-29	$72,628	$50,566	$22,062	$22,062
100 PROTHENA CORP	P	2021-02-11	2021-02-18	$2,378	$1,570	$808	$808
299 PROTHENA CORP	P	2021-02-11	2021-06-15	$10,142	$3,140	$7,002	$7,002
200 PROTHENA CORP	P	2021-02-11	2021-08-30	$13,902	$3,140	$10,762	$10,762
300 PROTHENA CORP	P	2021-02-11	2021-09-02	$21,213	$4,710	$16,503	$16,503
200 PROTHENA CORP	P	2021-02-11	2021-09-17	$15,040	$3,140	$11,900	$11,900
200 PROTHENA CORP	P	2021-02-11	2021-09-23	$15,445	$3,140	$12,305	$12,305
144 PROTHENA CORP	P	2021-02-11	2021-10-26	$8,868	$2,261	$6,607	$6,607
800 SPROTT PHYSICAL	P	2020-04-28	2021-04-26	$14,928	$12,416	$2,512	$2,512
1.000 SYNOVUS FINL	P	2020-08-31	2021-04-26	$47	$22	$25	$25
99 SYNOVUS FINL	P	2020-08-31	2021-04-26	$4,636	$2,175	$2,461	$2,461
100 SYNOVUS FINL	P	2020-08-31	2021-04-26	$4,683	$2,196	$2,487	$2,487
100 SYNOVUS FINL	P	2020-08-31	2021-04-26	$4,683	$2,197	$2,486	$2,486
200 SYNOVUS FINL	P	2020-08-31	2021-04-26	$9,366	$4,392	$4,974	$4,974
2,500 SYNOVUS FINL	P	2020-08-31	2021-04-26	$117,081	$54,925	$62,156	$62,156
1,436.2310 T. ROWE	P	2021-01-01	2021-04-27	$150,000	$124,786	$25,214	$25,214
720 TARSUS PHARMACEUTICAL	P	2020-10-16	2021-03-04	$22,155	$11,706	$10,449	$10,449
230 TARSUS PHARMACEUTICAL	P	2021-01-14	2021-03-04	$7,077	$10,359	-$3,282	-$3,282
250 TARSUS PHARMACEUTICAL	P	2021-01-15	2021-03-04	$7,693	$10,640	-$2,947	-$2,947
200 TARSUS PHARMACEUTICAL	P	2021-01-29	2021-03-04	$6,154	$7,833	-$1,679	-$1,679
1,000 US TREAS	P	2021-02-11	2021-01-01	$999,916	$999,759	$157	$157
2,000 WW INTL	P	2020-12-14	2021-01-29	$53,460	$59,586	-$6,126	-$6,126
10,030 ABERDEEN EMRG	P	2008-01-01	2021-04-26	$86,001	$42,405	$43,596	$43,596
2,409.6390 ABERDEEN INTL	P	2018-01-01	2021-05-10	$50,000	$50,127	-$127	-$127
3,000 AMERICOLD REALTY TRUST	P	2018-01-01	2021-11-19	$96,540	$111,290	-$14,750	-$14,750
400 APPLE	P	2018-12-31	2021-05-24	$51,048	$15,737	$35,311	$35,311
100 BERKSHIRE HATHAWAY	P	2010-12-28	2021-05-10	$29,444	$8,005	$21,439	$21,439
6,000 DANONE	P	2020-12-11	2021-12-15	$71,587	$75,842	-$4,255	-$4,255
700 ENERGY SELECT SECTOR	P	2019-06-14	2021-04-26	$33,587	$42,736	-$9,149	-$9,149
800 ENERGY SELECT SECTOR	P	2019-06-21	2021-04-26	$38,385	$50,746	-$12,361	-$12,361
600 F5 NETWORKS	P	2018-01-01	2021-06-17	$112,377	$83,486	$28,891	$28,891
734.0130 IVY NATURAL RESOURCES	P	2018-01-01	2021-04-26	$9,403	$15,973	-$6,570	-$6,570
9,718.1730 JANUS HENDERSON INTL	P	2016-05-31	2021-01-25	$100,000	$98,452	$1,548	$1,548
11,400.4240 JANUS HENDERSON INTL	P	2018-01-01	2021-02-12	$118,108	$110,987	$7,121	$7,121
17,118.1770 JANUS HENDERSON LG CAP	P	2018-01-01	2021-02-19	$247,871	$205,225	$42,646	$42,646
8,815.58 JANUS HENDERSON MID CAP	P	2015-12-21	2021-01-25	$148,327	$133,380	$14,947	$14,947
16,791.59 JANUS HENDERSON SMALL-MID CAP	P	2011-12-15	2021-01-01	$247,876	$167,916	$79,960	$79,960
10,610.7700 JANUS HENDERSON VALUE PLUS INCOME	P	2018-01-01	2021-02-19	$130,831	$113,737	$17,094	$17,094
100 LAB CO OF AMER HLDG	P	2018-12-31	2021-04-27	$26,567	$12,525	$14,042	$14,042
600 LAMAR ADVERTISING	P	2020-03-26	2021-09-22	$70,704	$31,533	$39,171	$39,171
100 LAMAR ADVERTISING	P	2020-03-27	2021-09-22	$11,784	$4,798	$6,986	$6,986
600 M & T BANK	P	2020-11-06	2021-11-11	$95,071	$59,258	$35,813	$35,813
3,000 MARCUS & MILLICHAP	P	2018-01-01	2021-11-19	$140,040	$81,735	$58,305	$58,305
39 MODERNA	P	2020-03-20	2021-05-17	$6,162	$1,152	$5,010	$5,010
61 MODERNA	P	2020-03-20	2021-05-17	$9,638	$1,800	$7,838	$7,838
100 MODERNA	P	2020-03-20	2021-06-08	$21,372	$2,950	$18,422	$18,422
100 MODERNA	P	2020-03-20	2021-06-15	$19,999	$2,950	$17,049	$17,049
100 MODERNA	P	2020-03-20	2021-08-09	$48,171	$2,950	$45,221	$45,221
100 MODERNA	P	2020-10-23	2021-12-30	$25,138	$6,970	$18,168	$18,168
100 MODERNA	P	2020-10-23	2021-12-30	$25,138	$6,970	$18,168	$18,168
100 NOVARTIS	P	2001-07-26	2021-01-29	$9,014	$2,992	$6,022	$6,022
2,200 SPROTT PHYSICAL	P	2019-06-21	2021-01-01	$39,216	$28,954	$10,262	$10,262
5,000 SPROTT PHYSICAL	P	2020-03-13	2021-04-26	$93,300	$66,344	$26,956	$26,956
2,500 WESTERN ASSET	P	2014-10-29	2021-04-15	$19,625	$13,725	$5,900	$5,900
500 WEYERHAEUSER	P	2019-01-02	2021-05-10	$20,617	$10,753	$9,864	$9,864

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,292,805	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$704,267	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$23,284	InvestmentIncomeExciseTaxAmt
Subtotal	$23,284	SubtotalAmt
Tax Based On Investment Income	$23,284	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,209	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$4,209	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$322	EsPenaltyAmt
Tax Due	$19,397	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

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	$8,252,010	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$384,001	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,636,011	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$8,636,011	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$129,540	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,506,471	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$425,324	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$425,324	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$23,284	TaxBasedOnInvestmentIncomeAmt
Total Tax	$23,284	TotalTaxAmt
Distributable Before Adj	$402,040	DistributableBeforeAdjAmt
Distributable Before Ded	$402,040	DistributableBeforeDedAmt
Distributable As Adjusted	$402,040	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$664,500	ExpensesAndContributionsAmt
Qualifying Distributions	$664,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$402,040	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$130,676	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$195,033	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$128,364	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$262,421	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$479,660	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,196,154	TotalExcessDistributionCyovAmt
Qualifying Distributions	$664,500	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$402,040	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$262,460	RemainingDistriFromCorpusAmt
Total Corpus	$1,458,614	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$130,676	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,327,938	ExcessDistriCyovToNextYrAmt
Excess From Year4	$195,033	ExcessFromYear4Amt
Excess From Year3	$128,364	ExcessFromYear3Amt
Excess From Year2	$262,421	ExcessFromYear2Amt
Excess From Year1	$479,660	ExcessFromYear1Amt
Excess From Current Year	$262,460	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 (12 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
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850	SAN FRANCISCO	CA	94104	PC	GENERAL USE	$350,000
SAN FRANCISCO GIANTS COMMUNITY FUND
24 Willie Mays Plaza	SAN FRANCISCO	CA	94107	PC	GENERAL USE	$7,000
RESPOND NOW
1439 Emerald Ave	Chicago Heights	IL	60411	PUBLIC	GENERAL USE	$15,000
GREENBELT ALLIANCE
312 SUTTER STREET	SAN FRANCISCO	CA	94108	PC	GENERAL USE	$25,000
SONOMA VALLEY HOSPITAL FOUNDATION
347 ANDRIEUX STREET	SONOMA	CA	95476	PC	GENERAL USE	$25,000
SONOMA VALLEY AUTHORS FESTIVAL
531 CHASE STREET	SONOMA	CA	95476	PC	GENERAL USE	$7,500
FREEDOM FORWARD
702 15TH STREET	SAN FRANCISCO	CA	94103	PC	GENERAL USE	$150,000
LA CASA DE LAS MADRES
1269 HOWARD STREET	SAN FRANCISCO	CA	94103	PC	GENERAL USE	$5,000
BATTERY POWERED
717 BATTERY STREET	SAN FRANCISCO	CA	94111	PC	GENERAL USE	$20,000
COMMUNITY FOUNDATION SONOMA COUNTY
120 STONY POINT ROAD	SANTA ROSA	CA	95401	PC	GENERAL USE	$30,000
SAINT FRANCIS FOUNDATION
155 SANSOME STREET	SAN FRANCISCO	CA	94104	PC	GENERAL USE	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$664,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$156,311	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$234,884	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	1	ExclusionCd
Exclusion	$1,292,805	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,684,000	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,684,000	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	$2,750	LegalFeesAmt
Net Investment Income	$2,750	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (9 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
0.5019% GLOBAL SME GROWTH FUND	$840,273	$840,456	$840,456
1,200 SUN COMMUNITIES	$156,907	$156,907	$251,964
1.259% 777 TENNESSEE PARTNERS, LLC		$96,544	$96,544
1.4531% APERTURE VENTURE PARTNERS IV		$369,049	$369,049
2,000 EQUITY LIFESTYLE	$119,681	$115,449	$175,320
2,500 WEYERHAEUSER		$49,266	$102,950
6.3946417% HUNTER DIVERSIFIED FUND, LLC	$1,005,657	$2,655,587	$2,655,587
700 LAMAR ADVERTISING		$29,562	$84,910
CHICAGO COMMUMITY TRUST		$477,629	$477,629

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDesc	AmtAmt
APERTURE VENTURE PARTNERS IV DISTRIBUTION	$57,714
Excise Taxes	$4,209
Foreign Tax Paid	$3,385

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
CHARITABLE SERVICE BUREAU	$15	$15
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	$234,884	RevenueAndExpensesPerBooksAmt
Net Investment Income	$234,884	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	RETURN OF CAPITAL	Desc
Amt	$5,056	Amt

PERKINS HUNTER FOUNDATION: Form 990PF, tax year 2021

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 (138 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 (12 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 (9 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 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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