PERKINS MALO HUNTER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS MALO HUNTER FOUNDATION (EIN 36-4098513)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349101345
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T08:07:45-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364098513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS MALO HUNTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERK | BusinessNameControlTxt |
| Phone | 3129220355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | PHILLIP PERKINS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-05-15 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,188,359 | 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 | $29,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $673,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $673,217 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $783,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,080,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $783,591 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,485,375 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,485,375 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,971,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,942,183 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,383 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $150,383 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,000 | LegalFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,928 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,928 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $17,584 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $17,584 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,452 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $189,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $189,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,218,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,218,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,407,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $189,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,218,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,436,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,752,836 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,099,514 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,344,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,344,306 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $8,952,176 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,984,322 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $42,541,257 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,164,983 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,016,453 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $500,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $407,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $557,500 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $75,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $75,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $75,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $75,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets EOY | $119,001 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $210,778 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,215,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,062,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,188,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $54,215,771 | CapitalStockBOYAmt |
| Capital Stock EOY | $49,062,966 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,215,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,062,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,215,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,062,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,215,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,436,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $325,084 | OtherIncreasesAmt |
| Subtotal | $49,104,216 | SubtotalAmt |
| Other Decreases | $41,250 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,062,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,863.578 JENSEN QUALITY GROWTH | P | 2016-01-01 | 2016-10-21 | $112,710 | $105,275 | $7,435 | $7,435 |
| 21,040.381 PERKINS LARGE CAP VALUE | P | 2016-01-01 | 2016-10-21 | $333,692 | $310,766 | $22,926 | $22,926 |
| 15,060.933 PERKINS LARGE CAP VALUE | P | 2015-12-21 | 2016-10-24 | $239,613 | $222,450 | $17,163 | $17,163 |
| 122,125.207 PERKINS SELECT VALUE FD | P | 2016-01-01 | 2016-10-21 | $1,531,437 | $1,377,572 | $153,865 | $153,865 |
| 12,348.943 PERKINS SELECT VALUE FD | P | 2015-12-21 | 2016-10-24 | $155,348 | $139,296 | $16,052 | $16,052 |
| 7,200 CLARENT CORPORATION | P | 2001-04-25 | 2016-05-25 | $67,280 | -$67,280 | -$67,280 | |
| 24,585.083 JENSEN QUALITY GROWTH | P | 2016-01-01 | 2016-10-21 | $967,669 | $1,005,847 | -$38,178 | -$38,178 |
| 42,011.321 PERKINS LARGE CAP VALUE | P | 2016-01-01 | 2016-10-21 | $666,283 | $694,027 | -$27,744 | -$27,744 |
| 47,792.618 PERKINS LARGE CAP VALUE | P | 2011-12-22 | 2016-10-24 | $760,362 | $600,753 | $159,609 | $159,609 |
| 117,109.243 PERKINS SELECT VALUE FD | P | 2016-01-01 | 2016-10-21 | $1,468,538 | $1,443,957 | $24,581 | $24,581 |
| 146,633.569 PERKINS SELECT VALUE FD | P | 2016-01-01 | 2016-10-24 | $1,844,627 | $1,633,476 | $211,151 | $211,151 |
| 161,030.596 PERKINS SELECT VALUE FD | P | 2016-01-01 | 2016-10-31 | $1,999,975 | $1,695,964 | $304,011 | $304,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $783,591 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $691,262 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,596,305 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $66,321,133 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09946 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,060,504 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $60,439,289 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05064 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,395,338 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,320,258 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05062 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,118,416 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,221,540 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05017 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,909,325 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,083,807 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05014 | DistributionYr5Rt |
| Total Distribution | 0.301027 | TotalDistributionRt |
| Average Distribution | 0.060205 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,830,654 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,662,310 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,528 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,689,838 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,218,475 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $27,528 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,528 | SubtotalAmt |
| Tax Based On Investment Income | $27,528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,272 | OverpaymentAmt |
| Applied To ES Tax | $1,272 | 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 |
| 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 | PHILLIP PERKINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129220355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|
| ROBERT H PERKINS | |||||||
| 311 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | DIRECTOR | 5.00 | $0 | |
| JILL PERKINS | |||||||
| 2427 LAKEFRONT DRIVE | HOLLAND | MI | 49424 | DIRECTOR | 0.00 | $0 | |
| LAURIE PERKINS | |||||||
| 1410 ASBURY AVENUE | EVANSTON | IL | 60201 | DIRECTOR | 0.00 | $0 | |
| TODD PERKINS | |||||||
| 1410 ASBURY AVENUE | EVANSTON | IL | 60201 | Director | 0.00 | $0 | |
| PHILLIP PERKINS | |||||||
| 2427 LAKEFRONT DRIVE | HOLLAND | MI | 49424 | Director | 40.00 | $120,796 | $29,587 |
| CURTIS L STINE | |||||||
| N4279 COUNTY RD N | ARKANSAW | WI | 54721 | Director | 0.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,114,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,567,680 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,757,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $61,757,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $926,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,830,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,041,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,041,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,528 | TotalTaxAmt |
| Distributable Before Adj | $3,014,005 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,014,005 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,014,005 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,218,475 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,218,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $27,528 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,190,947 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,014,005 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $49,359 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,902 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $110,397 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,716 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,337,168 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,631,542 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,218,475 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,014,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,204,470 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,836,012 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $49,359 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,786,653 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,902 | ExcessFromYear4Amt |
| Excess From Year3 | $110,397 | ExcessFromYear3Amt |
| Excess From Year2 | $84,716 | ExcessFromYear2Amt |
| Excess From Year1 | $3,337,168 | ExcessFromYear1Amt |
| Excess From Current Year | $5,204,470 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT H PERKINS | ContributingManagerNm |
| Contributing Manager | JILL PERKINS | ContributingManagerNm |
| Contributing Manager | TODD PERKINS | ContributingManagerNm |
| Contributing Manager | PHILLIP PERKINS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST AGNES CATHOLIC SCHOOL | ||||||
| 1501 CHICAGO ROAD | CHICAGO HEIGHTS | IL | 60411 | PC | TUITION ASSISTANCE | $428,345 |
| CAMBRIDGE SCHOOL OF CHICAGO | ||||||
| 1014 EAST 47TH STREET | CHICAGO | IL | 60653 | PC | TUITION ASSISTANCE | $120,000 |
| ERIE ELEMENTARY CHARTER SCHOOL | ||||||
| 1405 NORTH WASHTENAW AVENUE | CHICAGO | IL | 60622 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $100,000 |
| POTTER'S HOUSE ELEMENTARY SCHOOL | ||||||
| 810 VAN RAALTE SW | GRAND RAPIDS | MI | 49509 | PC | GENERAL USE | $90,000 |
| SCHOOLS THAT CAN | ||||||
| 1040 FIRST AVENUE | NEW YORK | NY | 10022 | PC | GENERAL USE | $75,000 |
| YOUNG SCHOLARS CHARTER SCHOOL | ||||||
| 900 NORTH MARSHALL STREET | PHILADELPHIA | PA | 19123 | PUBLIC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| CATALYST SCHOOLS CHICAGO | ||||||
| 6727 SOUTH CALIFORNIA AVENUE | CHICAGO | IL | 60629 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $180,000 |
| BOYS AND GIRLS CLUB OF HOLLAND | ||||||
| 435 VAN RAALTE AVENUE | HOLLAND | MI | 49423 | PC | GENERAL USE | $62,000 |
| THORNTON ALUMNI LEGACY FUND | ||||||
| PO BOX 998 | MOKENA | IL | 60448 | PC | COLLEGE TUITION ASSISTANCE | $15,000 |
| BOYS AND GIRLS CLUB OF GRAND RAPIDS | ||||||
| 235 STRAIGHT AVENUE NW | GRAND RAPIDS | MI | 49504 | PC | GENERAL USE | $30,000 |
| TREY WHITFIELD SCHOOL | ||||||
| 17 HINSDALE STREET | BROOKLYN | NY | 11207 | PC | GENERAL USE | $90,000 |
| LEARN CHARTER NETWORK | ||||||
| 212 S FRANCISCO | CHICAGO | IL | 60612 | PC | ACADEMIC PROGRAM EXPENSES | $645,000 |
| RESPOND NOW | ||||||
| 1439 EMERALD AVENUE | CHICAGO HEIGHTS | IL | 60411 | PC | GENERAL USE | $10,000 |
| TEACH FOR AMERICA DETROIT | ||||||
| 615 GRISWOLD STREET | DETROIT | MI | 48226 | PC | GENERAL USE | $60,000 |
| YMCA - GRAND RAPIDS | ||||||
| 475 LAKE MICHIGAN DR NW | GRAND RAPIDS | MI | 49504 | PC | ACADEMIC PROGRAM EXPENSES | $20,000 |
| TEACH FOR AMERICA MILWAUKEE | ||||||
| 700 W VIRGINIA AVE | MILWAUKEE | WI | 53204 | PUBLIC | GENERAL USE | $15,000 |
| DESTINATION EDUCATION | ||||||
| 96 WEST 15TH STREET SUITE 103 | HOLLAND | MI | 49423 | PC | GENERAL USE | $45,000 |
| ROCKETSHIP EDUCATION | ||||||
| 2933 WEST CLEVELAND AVENUE | MILWAUKEE | WI | 53215 | PC | ACADEMIC PROGRAM EXPENSES | $75,000 |
| SCHOOLS THAT CAN - MILWAUKEE | ||||||
| 111 PLEASANT STREET SUITE 101 | MILWAUKEE | WI | 53212 | PC | GENERAL USE | $45,000 |
| URBAN COMMUNITY SCHOOL | ||||||
| 4909 LORAIN AVENUE | CLEVELAND | OH | 44102 | PC | TUITION ASSISTANCE | $90,000 |
| WASHINGTON JESUIT ACADEMY | ||||||
| 900 VARNUM STREET NE | WASHINGTON | DC | 20017 | PC | TUITION ASSISTANCE | $90,000 |
| WASHINGTON MIDDLE SCHOOL FOR GIRLS | ||||||
| 1901 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | PC | TUITION ASSISTANCE | $90,000 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||
| 3615 SUPERIOR AVE | CLEVELAND | OH | 44114 | PC | ACADEMIC PROGRAM EXPENSES | $765,000 |
| MILWAUKEE COLLEGE PREP | ||||||
| 2449 N 36TH ST | MILWAUKEE | WI | 53201 | PC | ACADEMIC PROGRAM EXPENSES | $360,000 |
| NOTRE DAME DE CHICAGO | ||||||
| 1073 W MAXWELL ST | CHICAGO | IL | 60608 | PC | TUITION ASSISTANCE | $398,455 |
| TINDLEY ACCELERATED SCHOOLS | ||||||
| 3960 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | PC | ACADEMIC PROGRAM EXPENSES | $375,000 |
| SPECIAL OLYMPICS - ILLINOIS | ||||||
| 605 E WILLOW STREET | NORMAL | IL | 61761 | PC | GENERAL USE | $10,000 |
| AVONDALE MEADOWS ACADEMY | ||||||
| 3980 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| BRONX CHARTER SCHOOL FOR BETTER LEA | ||||||
| 3740 BAYCHESTER AVENUE | BRONX | NY | 10466 | PC | ACADEMIC PROGRAM EXPENSES | $45,000 |
| BRONX COMMUNITY CHARTER | ||||||
| 3170 WEBSTER AVENUE | BRONX | NY | 10467 | PC | ACADEMIC PROGRAM EXPENSES | $45,000 |
| CHICAGO JESUIT ACADEMY | ||||||
| 5058 WEST JACKSON BLVD | CHICAGO | IL | 60644 | PC | TUITION ASSISTANCE | $90,000 |
| KIPP CHICAGO | ||||||
| 2007 SOUTH HALSTED STREET | CHICAGO | IL | 60608 | PC | ACADEMIC PROGRAM EXPENSES | $285,000 |
| KIPP INDIANAPOLIS | ||||||
| 1740 EAST 30TH STREET | INDIANAPOLIS | IN | 46218 | PC | ACADEMIC PROGRAM EXPENSES | $120,000 |
| KIPP ST LOUIS | ||||||
| 1310 PAPIN STREET SUITE 203 | ST LOUIS | MO | 63103 | PC | ACADEMIC PROGRAM EXPENSES | $240,000 |
| LINK EDUCATION PARTNERS | ||||||
| 23 PENNSYLVANIA AVENUE | NEWARK | NJ | 07114 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| MILWAUKEE COLLEGIATE ACADEMY | ||||||
| 4030 NORTH 29TH STREET | MILWAUKEE | WI | 53216 | PC | ACADEMIC PROGRAM EXPENSES | $75,000 |
| NEIGHBORHOOD ACADEMY | ||||||
| 709 NORTH AIKEN AVENUE | PITTSBURGH | PA | 15206 | PC | TUITION ASSISTANCE | $45,000 |
| NOBLE STREET CHARTER NETWORK | ||||||
| 1 NORTH STATE STREET | CHICAGO | IL | 60602 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| OAK ACADEMIES | ||||||
| 2301 NORTH PARK AVENUE | INDIANAPOLIS | IN | 46205 | PC | TUITION ASSISTANCE | $210,000 |
| PITTSBURGH URBAN CHRISTIAN SCHOOL | ||||||
| 809 CENTER STREET | PITTSBURGH | PA | 15221 | PC | TUITION ASSISTANCE | $90,000 |
| SAINT MARTIN DE PORRES HIGH SCHOOL | ||||||
| 6111 LAUSCHE AVENUE | CLEVELAND | OH | 44103 | PC | TUITION ASSISTANCE | $75,000 |
| ST CECILIA SCHOOL | ||||||
| 906 EICHELBERGER AVENUE | ST LOUIS | MO | 63111 | PC | TUITION ASSISTANCE | $90,000 |
| ST MARCUS MINISTRIES | ||||||
| 2215 NORTH PALMER STREET | MILWAUKEE | WI | 53212 | PC | TUITION ASSISTANCE | $150,000 |
| VISION ACADEMY-RIVERSIDE | ||||||
| 1751 EAST RIVERSIDE DRIVE | INDIANAPOLIS | IN | 46202 | PC | ACADEMIC PROGRAM EXPENSES | $45,000 |
| HOLY FAMILY LUTHERAN SCHOOL | ||||||
| 3415 WEST ARTHINGTON STREET | CHICAGO | IL | 60624 | PC | TUITION ASSISTANCE | $90,000 |
| CHICAGOLAND LUTHERAN EDUCATIONAL FO | ||||||
| 861 S CHURCH RD | BENSENVILLE | IL | 60106 | PC | TUITION ASSISTANCE | $324,675 |
| DC PREP CHARTER SCHOOLS | ||||||
| 707 EDGEWOOD ST NE | WASHINGTON | DC | 20017 | PC | ACADEMIC PROGRAM EXPENSES | $60,000 |
| DC SCHOLARS COMMUNITY SCHOOLS | ||||||
| 5601 EAST CAPITOL ST SE | WASHINGTON | DC | 20019 | PC | ACADEMIC PROGRAM EXPENSES | $180,000 |
| EL HAYNES CHARTER SCHOOL | ||||||
| 3600 GEORGIA AVE NW | WASHINGTON | DC | 20010 | PC | ACADEMIC PROGRAM EXPENSES | $60,000 |
| LOYOLA ACADEMY OF SAINT LOUIS | ||||||
| 3851 WASHINGTON BLVD | ST LOUIS | MO | 63108 | PC | TUITION ASSISTANCE | $90,000 |
| MANCHESTER ACADEMIC CHARTER SCHOOL | ||||||
| 1214 LIVERPOOL ST | PITTSBURGH | PA | 15233 | PC | ACADEMIC PROGRAM EXPENSES | $45,000 |
| MEMPHIS SCHOLARS | ||||||
| 90 W OLIVE AVENUE | MEMPHIS | TN | 38106 | PC | ACADEMIC PROGRAM EXPENSES | $45,000 |
| MESSMER SCHOOLS | ||||||
| 3027 NORTH FRATNEY STREET | MILWAUKEE | WI | 53212 | PC | TUITION ASSISTANCE | $120,000 |
| NAMASTE CHARTER SCHOOL | ||||||
| 3737 PAULINA ST | CHICAGO | IL | 60609 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| NEW PARADIGM FOR EDUCATOIN | ||||||
| 1903 WILKINS | DETROIT | MI | 48207 | PC | ACADEMIC PROGRAM EXPENSES | $210,000 |
| NEW SCHOOLS VENTURE FUND | ||||||
| 1616 FRANKLIN STREET | OAKLAND | CA | 94612 | PC | ACADEMIC PROGRAM EXPENSES | $30,000 |
| PAUL ROBESON CHARTER SCHOOL | ||||||
| 643 INDIANA AVE SE | TRENTON | NJ | 08638 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| POLARIS CHARTER ACADEMY | ||||||
| 620 N SAWYER AVENUE | CHICAGO | IL | 60624 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| SAN MIGUEL - BACK OF THE YARDS | ||||||
| 1949 WEST 48TH STREET | CHICAGO | IL | 60609 | PC | TUITION ASSISTANCE | $90,000 |
| SANTIAGO CHRISTIAN SCHOOL FOUNDATIO | ||||||
| 1016 SCENIC VIEW DR | SCHWENKSVILLE | PA | 19473 | PC | TUITION ASSISTANCE | $10,000 |
| SCHOOLS THAT CAN - CHICAGO | ||||||
| 1040 FIRST AVENUE 346 | NEW YORK | NY | 10022 | PC | GENERAL OPERATING EXPENSES | $60,000 |
| THE CITY SCHOOL | ||||||
| 4115 BALTIMORE AVENUE | PHILADELPHIA | PA | 19104 | PC | TUITION ASSISTANCE | $165,000 |
| UNITED COMMUNITY CENTER | ||||||
| 1028 S 9TH STREET | MILWAUKEE | WI | 53204 | PC | ACADEMIC PROGRAM EXPENSES | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,218,475 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $673,217 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,485,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $783,591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,942,183 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,942,183 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PHILLIP PERKINS TRUST | ||||||
| 1 | 2427 LAKEFRONT DRIVE | HOLLAND | MI | 49424 | $17,000 | Yes (X) |
| HANS FAMILY FOUNDATION | ||||||
| 2 | 1 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | $12,000 | Yes (X) |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $75,000 | CostOrOtherBasisAmt |
| Book Value | $75,000 | BookValueAmt |
| EOYFMV | $75,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ENGELBERG & SMITH | CategoryTxt |
| Legal Fees | $4,000 | LegalFeesAmt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 125 UNITED STATES NATURAL GAS | $35,190 | $1,168 |
| 200 CEDAR FAIR | $4,001 | $12,840 |
| 3,000 UNVL HEALTH RLTY | $79,810 | $196,770 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Excise Taxes | $34,106 |
| Foreign Taxes Paid | $7,144 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $53 | $53 |
| CONFERENCES | $318 | $318 |
| INTERNET | $600 | $600 |
| OFFICE SUPPLIES | $554 | $554 |
| PARKING & TOLLS | $534 | $534 |
| POSTAGE | $85 | $85 |
| TELEPHONE | $2,308 | $2,308 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,485,375 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,485,375 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Non Dividend Distributions - Return of Capital | $324,418 |
| Partnership Distributions | $666 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MICHIGAN UNEMPLOYMENT TAXES | $348 | $348 |
| REAL ESTATE TAXES | $3,481 | $3,481 |
| SOCIAL SECURITY/MEDICARE | $9,099 | $9,099 |
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