PERKINS HUNTER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: PERKINS HUNTER FOUNDATION (EIN 36-3486609)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-05-06
IRS object ID: 201921269349100812
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Schedule B
Other Assets Schedule
Other Decreases Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-06T12:19:03-07:00	ReturnTs
Tax Period End	2018-12-31	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	606025094	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	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	1 SOUTH WACKER DRIVE	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THOMAS PERKINS	PersonNm
Person Title	Director	PersonTitleTxt
Signature	2019-05-05	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Burt W Engelberg	PreparerPersonNm
PTIN	P00839403	PTIN
Phone	3125801236	PhoneNum

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$7,758,880	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	$174,840	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$173,561	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$173,561	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$378,544	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,784,608	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$378,544	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$583,016	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$583,016	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,309,961	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,135,121	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$3,196	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,196	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$3,196	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,196	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$536,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$536,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$539,196	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,196	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$536,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$770,765	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,131,925	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,974	CashBOYAmt
Cash EOY	$4,068	CashEOYAmt
Cash EOYFMV	$4,068	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,620,691	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$962,454	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$962,454	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$6,663,558	CorporateStockBOYAmt
Corporate Stock EOY	$8,066,325	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,754,564	CorporateStockEOYFMVAmt
Other Assets EOY	$21,174	OtherAssetsEOYAmt
Other Assets EOYFMV	$37,794	OtherAssetsEOYFMVAmt
Total Assets BOY	$8,288,223	TotalAssetsBOYAmt
Total Assets EOY	$9,054,021	TotalAssetsEOYAmt
Total Assets EOYFMV	$7,758,880	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$8,288,223	CapitalStockBOYAmt
Capital Stock EOY	$9,054,021	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,288,223	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,054,021	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,288,223	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$9,054,021	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,288,223	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$770,765	ExcessRevenueOverExpensesAmt
Subtotal	$9,058,988	SubtotalAmt
Other Decreases	$4,967	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$9,054,021	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (67 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
8,216.9300 JANUS HENDERSON LG	P	2018-01-01	2018-07-31	$132,446	$127,445	$5,001	$5,001
5,322.0030 JANUS HENDERSON LG	P	2018-01-01	2018-02-05	$72,686	$75,040	-$2,354	-$2,354
1,121.567 T. ROWE HEALTH	P	2018-01-01	2018-02-05	$80,618	$78,723	$1,895	$1,895
14.716 T. ROWE HEALTH	P	2017-12-15	2018-07-31	$1,157	$1,033	$124	$124
187 AT&T	P	2003-01-23	2018-11-02	$5,682	$4,122	$1,560	$1,560
200 ABBOTT LABORATORIES	P	2004-07-06	2018-11-02	$13,948	$3,949	$9,999	$9,999
200 ABBVIE	P	2004-07-06	2018-11-02	$15,987	$4,283	$11,704	$11,704
0.3335 ABERDEEN EMRG	P	2013-01-11	2018-05-02	$3	$3
0.3400 ABERDEEN EMRG	P	2013-01-11	2018-05-02	$3	$3
1,500 ALLIANCEBERNSTEIN	P	2012-12-31	2018-12-21	$38,241	$26,162	$12,079	$12,079
200 ASTRAZENECA	P	1974-01-21	2018-11-02	$7,546	$3,735	$3,811	$3,811
350 BERKSHIRE HATHAWAY	P	2010-12-28	2018-11-02	$71,542	$28,016	$43,526	$43,526
40 BERKSHIRE HATHAWAY	P	2010-12-28	2018-12-21	$7,771	$3,202	$4,569	$4,569
60 BERKSHIRE HATHAWAY	P	2010-12-28	2018-12-21	$11,657	$4,803	$6,854	$6,854
100 BERKSHIRE HATHAWAY	P	2010-12-28	2018-12-21	$19,429	$8,005	$11,424	$11,424
100 BERKSHIRE HATHAWAY	P	2010-12-28	2018-12-21	$19,427	$8,005	$11,422	$11,422
200 BERKSHIRE HATHAWAY	P	2010-12-28	2018-12-21	$38,860	$16,009	$22,851	$22,851
100 BRISTOL-MYERS	P	2004-05-05	2018-11-02	$5,081	$2,672	$2,409	$2,409
28 CADIZ	P	2002-03-18	2018-11-20	$306	$6,404	-$6,098	-$6,098
525 CISCO SYS	P	2002-01-10	2018-11-02	$23,716	$9,772	$13,944	$13,944
100 CISCO SYS	P	2001-04-02	2018-11-20	$4,485	$1,585	$2,900	$2,900
660 COMCAST	P	2010-12-28	2018-11-09	$25,232	$6,813	$18,419	$18,419
194 COMCAST	P	2014-10-29	2018-11-09	$7,417		$7,417	$7,417
100 CONVERGSYS	P	2002-07-24	2018-10-09	$1,325	$362	$963	$963
2,350 CRAFT BREW ALLIANCE	P	2010-12-28	2018-11-09	$39,658	$17,213	$22,445	$22,445
60 DOMINION ENERGY	P	2004-12-15	2018-11-02	$4,159	$2,081	$2,078	$2,078
250 EVINE	P	2003-03-24	2018-11-20	$255	$2,807	-$2,552	-$2,552
9 EXPRESS SCRIPTS	P	2014-10-29	2018-11-02	$860		$860	$860
100 HONEYWELL	P	2013-10-15	2018-11-02	$14,451	$2,826	$11,625	$11,625
50 INVESCO	P	2001-07-20	2018-11-02	$1,075	$1,540	-$465	-$465
10,393.492 JANUS HENDERSON LG	P	2010-12-31	2018-07-31	$167,529	$139,896	$27,633	$27,633
18,820.577 JANUS HENDERSON LG	P	2018-01-01	2018-09-07	$299,975	$251,621	$48,354	$48,354
9,310.987 JANUS HENDERSON MID CAP	P	2018-01-01	2018-02-09	$150,000	$218,728	-$68,728	-$68,728
5,658.963 JANUS HENDERSON VALUE	P	2018-01-01	2018-02-05	$77,289	$74,297	$2,992	$2,992
20 KRATOS DEF & SEC	P	2004-04-23	2018-11-20	$279	$3,059	-$2,780	-$2,780
100 KRATOS DEF & SEC	P	2004-04-23	2018-11-20	$1,394	$15,293	-$13,899	-$13,899
20 LAM RESEARCH	P	1998-01-21	2018-11-20	$2,909	$2,697	$212	$212
20 LAM RESEARCH	P	2014-10-29	2018-11-20	$2,909		$2,909	$2,909
21 LIBERTY GLOBAL	P	2002-11-05	2018-01-08
8 LIBERTY GLOBAL	P	2002-11-05	2018-01-08
172 LIBERTY GLOBAL	P	2002-11-05	2018-11-20	$3,905	$1,878	$2,027	$2,027
8 LIBERTY LATIN AMER	P	2002-11-05	2018-11-20	$140	$101	$39	$39
21 LIBERTY LATIN AMER	P	2002-11-05	2018-11-20	$367	$272	$95	$95
100 MARSH & MCVLENNAN	P	2004-01-02	2018-11-02	$8,383	$4,895	$3,488	$3,488
500 MICROSOFT	P	2010-12-28	2018-11-09	$54,780	$14,033	$40,747	$40,747
0.5333 MILLENDO THERAPEUTICS	P	2017-10-27	2018-12-11	$5	$12	-$7	-$7
50 NOKIA	P	2003-12-31	2018-11-02	$289	$796	-$507	-$507
100 NOKIA	P	2003-12-31	2018-11-02	$577	$1,592	-$1,015	-$1,015
100 NOKIA	P	2003-12-31	2018-11-02	$577	$1,592	-$1,015	-$1,015
100 NOVARTIS	P	2003-05-20	2018-11-20	$8,884	$4,004	$4,880	$4,880
7 PERRIGO	P	2005-03-01	2018-11-20	$424	$244	$180	$180
0.6666 RESIDEO TECH	P	2003-10-15	2018-10-29	$14	$3	$11	$11
16 RESIDEO TECH	P	2003-10-15	2018-11-20	$305	$82	$223	$223
100 SENSIENT TECH	P	2001-05-23	2018-11-02	$6,569	$1,929	$4,640	$4,640
0.63 SYNNEX	P	2002-07-24	2018-10-10	$51	$56	-$5	-$5
12 SYNNEX	P	2002-07-24	2018-11-20	$902	$1,068	-$166	-$166
269.641 T ROWE PRICE HEALTH	P	2015-12-11	2018-02-05	$19,382	$20,000	-$618	-$618
3,163.924 T ROWE PRICE HEALTH	P	2018-01-01	2018-07-31	$248,843	$185,948	$62,895	$62,895
25 TENET HEALTHCARE	P	2002-11-01	2018-11-20	$551	$2,905	-$2,354	-$2,354
9 TESLA	P	2017-04-05	2018-06-13	$3,085		$3,085	$3,085
100 TESLA	P	2017-04-05	2018-06-13	$34,280		$34,280	$34,280
16 TRIMBLE	P	2004-07-23	2018-11-02	$610	$415	$195	$195
19 VERIZON COMM	P	2014-02-24	2018-11-20	$1,137	$921	$216	$216
40 VODAFONE GR	P	2004-04-20	2018-11-02	$771	$2,127	-$1,356	-$1,356
44 WALMART DE MEXICO	P	2014-10-29	2018-11-20	$1,055		$1,055	$1,055
60 WOLVERINE WORLD	P	2010-12-29	2018-11-20	$1,986	$982	$1,004	$1,004
100 BERKSHIRE HATHAWAY	P	2010-12-28	2018-12-21	$19,429	$8,005	$11,424	$11,424

Field	Value	IRS element (for citing)
Capital Gain Net Income	$378,544	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$50,179	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$611,057	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$8,518,209	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.07174	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$498,915	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$7,508,179	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.06645	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$557,791	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$8,078,383	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.06905	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$478,169	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$7,552,632	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.06331	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$390,526	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$5,914,730	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.06603	DistributionYr5Rt
Total Distribution	0.336570	TotalDistributionRt
Average Distribution	0.067314	AverageDistributionRt
Net Vl Noncharitable Assets	$8,605,507	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$579,271	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$11,319	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$590,590	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$536,000	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$22,639	InvestmentIncomeExciseTaxAmt
Subtotal	$22,639	SubtotalAmt
Tax Based On Investment Income	$22,639	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,967	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$4,967	TotalPaymentsAndCreditsAmt
Tax Due	$17,672	TaxDueAmt

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
Form990 T Filed	false	Form990TFiledInd
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
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd
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	0.00	$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	$6,970,071	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,766,484	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,736,555	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$8,736,555	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$131,048	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,605,507	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$430,275	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$430,275	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$22,639	TaxBasedOnInvestmentIncomeAmt
Total Tax	$22,639	TotalTaxAmt
Distributable Before Adj	$407,636	DistributableBeforeAdjAmt
Distributable Before Ded	$407,636	DistributableBeforeDedAmt
Distributable As Adjusted	$407,636	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$536,000	ExpensesAndContributionsAmt
Qualifying Distributions	$536,000	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$536,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$407,636	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$103,737	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$109,597	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$168,290	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$130,676	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$195,033	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$707,333	TotalExcessDistributionCyovAmt
Qualifying Distributions	$536,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$407,636	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$128,364	RemainingDistriFromCorpusAmt
Total Corpus	$835,697	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$103,737	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$731,960	ExcessDistriCyovToNextYrAmt
Excess From Year4	$109,597	ExcessFromYear4Amt
Excess From Year3	$168,290	ExcessFromYear3Amt
Excess From Year2	$130,676	ExcessFromYear2Amt
Excess From Year1	$195,033	ExcessFromYear1Amt
Excess From Current Year	$128,364	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 (21 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
TECHNOSERVE
1800 M STREET NW 1066	WASHINGTON	DC	20036	PC	GENERAL USE	$10,000
KQED RADIO
2601 MARIPOSA STREET	SAN FRANCISCO	CA	94110	PC	GENERAL USE	$30,000
POPULATION MEDIA CENTER
PO BOX 547	SHELBURNE	VT	05482	PC	GENERAL USE	$55,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850	SAN FRANCISCO	CA	94104	PC	GENERAL USE	$135,000
SAN FRANCISCO GIANTS COMMUNITY FUND
24 Willie Mays Plaza	SAN FRANCISCO	CA	94107	PC	GENERAL USE	$7,500
SAN FRANCISCO GENERAL HOSPITAL
1001 Potrero Avenue	SAN FRANCISCO	CA	94110	PC	GENERAL USE	$3,000
BOYS GIRLS CLUB OF SONOMA VALLEY
100 W Verano Avenue	SONOMA	CA	95476	PUBLIC	GENERAL USE	$10,000
YOUTH WELLNESS CENTER
3450 Third Street	SAN FRANCISCO	CA	94124	PC	GENERAL USE	$50,000
GREENBELT ALLIANCE
312 SUTTER STREET	SAN FRANCISCO	CA	94108	PC	GENERAL USE	$25,000
WOMENS ALLIANCE FOR KNOWLEDGE EXCHA
1014 TOMEY AVENUE	SAN FRANCISCO	CA	94129	PC	GENERAL USE	$10,000
THE BATTERY FOUNDATION
400 PACIFIC AVENUE	SAN FRANCISCO	CA	94133	PC	GENERAL USE	$20,000
SONOMA COUNTY VINTNERS
400 AVIATION BLVD 500	SANTA ROSA	CA	95403	PC	GENERAL USE	$35,000
SCHOOLS THAT CAN
25 BROADWAY	NEW YORK	NY	10004	PC	GENERAL USE	$10,000
SONOMA VALLEY AUTHORS FESTIVAL
531 CHASE STREET	SONOMA	CA	95476	PC	GENERAL USE	$10,000
UPSTREAM
1630 SAN PABLO AVE	OAKLAND	CA	94612	PC	GENERAL USE	$30,000
AMERICAN CONSERVATORY THEATER
30 GRANT AVENUE	SAN FRANCISCO	CA	94108	PC	GENERAL USE	$10,000
SONOMA VALLEY EDUCATION FDTN
17878 RAILROAD AVENUE	SONOMA	CA	95476	PC	GENERAL USE	$10,000
CAREMESSAGE
PO BOX 7307	SAN FRANCISCO	CA	94120	PC	GENERAL USE	$50,000
GLOBAL HEALTH CORP
318 W 39TH STREET	NEW YORK	NY	10018	PC	GENERAL USE	$10,000
SONOMA VALLEY MUSEUM OF ART
551 BROADWAY	SONOMA	CA	95476	PC	GENERAL USE	$5,500
JACK LONDON STATE PARK
2400 LONDON RANCH ROAD	GLEN ELLEN	CA	95442	PC	GENERAL USE	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$536,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$173,561	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$583,016	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	1	ExclusionCd
Exclusion	$378,544	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,135,121	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,135,121	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 (8 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
PERKINS REVOCABLE TRUST
1	3565 WASHINGTON STREET	SAN FRANCISCO	CA	94118	$22,955	Yes (X)
PERKINS REVOCABLE TRUST
2	3565 WASHINGTON STREET	SAN FRANCISCO	CA	94118	$33,600	Yes (X)
PERKINS REVOCABLE TRUST
3	3565 WASHINGTON STREET	SAN FRANCISCO	CA	94118	$17,450	Yes (X)
PERKINS REVOCABLE TRUST
4	3565 WASHINGTON STREET	SAN FRANCISCO	CA	94118	$15,465	Yes (X)
PERKINS REVOCABLE TRUST
5	3565 WASHINGTON STREET	SAN FRANCISCO	CA	94118	$12,920	Yes (X)
PERKINS REVOCABLE TRUST
6	3565 WASHINGTON STREET	SAN FRANCISCO	CA	94118	$5,325	Yes (X)
PERKINS REVOCABLE TRUST
7	3565 WASHINGTON STREET	SAN FRANCISCO	CA	94118	$51,103	Yes (X)
PERKINS REVOCABLE TRUST
8	3565 WASHINGTON STREET	SAN FRANCISCO	CA	94118	$5,716	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	3,570 SHARES ABERDEEN EMERGING MARKETS	$22,955	2018-11-12
2	2,500 SHARES NUVEEN CALIFORNIA SELECT TAX	$33,600	2018-11-12
3	2,500 SHARES WESTERN ASSET MUNICIPAL	$17,450	2018-11-12
4	300 UNITS CEDAR FAIR	$15,465	2018-11-12
5	39 SHARES TESLA MOTORS	$12,920	2018-11-12
6	50 SHARES AMERICAN EXPRESS	$5,325	2018-11-12
7	2,484.362 SHARES ALPINE INT'L REAL ESTATE FUND	$51,103	2018-11-12
8	40 SHARES LAM RESEARCH	$5,716	2018-11-12

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
300 CEDAR FAIR LP	$6,105	$14,190
864 ALLIANCEBERNSTEIN HOL LP	$15,069	$23,604

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Excise Taxes	Desc
Amt	$4,967	Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	$583,016	RevenueAndExpensesPerBooksAmt
Net Investment Income	$583,016	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$3,196	Amt
Net Investment Income	$3,196	NetInvestmentIncomeAmt

PERKINS HUNTER FOUNDATION: Form 990PF, tax year 2018

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

Preparer Person PreparerPersonGrp

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 (67 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (8 entries)

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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