PERKINS HUNTER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS HUNTER FOUNDATION (EIN 36-3486609)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-17
- IRS object ID
- 201611399349100616
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-17T16:30:14-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 3129220355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 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 | 2016-05-16 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,937,609 | 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 | $19,692 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $78,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $282,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,623,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $282,770 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $362,937 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $362,937 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $743,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $723,827 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,000 | LegalFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $930 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $565,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $565,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $567,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $565,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $175,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $720,897 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,346,032 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,032,374 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,032,374 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,074,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,559,617 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,905,235 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,421,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,591,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,937,609 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,421,016 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,591,991 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,421,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,591,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,421,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,591,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,421,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $175,589 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,596,605 | SubtotalAmt |
| Other Decreases | $4,614 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,591,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 524.293 MATTHEWS ASIAN GROWTH | P | 2015-01-01 | 2015-08-21 | $8,813 | $9,496 | -$683 | -$683 |
| 7759.782 PERKINS LARGE CAP | P | 2015-01-01 | 2015-06-12 | $127,865 | $128,192 | -$327 | -$327 |
| 1,851.014 T ROWE PRICE HEALTH | P | 2015-01-01 | 2015-06-18 | $152,671 | $123,259 | $29,412 | $29,412 |
| 400 DENDIREON | P | 2007-04-10 | 2015-06-12 | $9,104 | -$9,104 | -$9,104 | |
| 0.6 LIBERTY GLOBAL PLC | P | 2002-11-05 | 2015-07-02 | $28 | $8 | $20 | $20 |
| 3,045.011 MATTHEWS ASIAN GROWTH | P | 2015-01-01 | 2015-08-21 | $51,187 | $50,990 | $197 | $197 |
| 3,033.018 MATTHEWS CHINA | P | 2015-01-01 | 2015-06-29 | $74,885 | $78,020 | -$3,135 | -$3,135 |
| 2,284.148 MATTHEWS CHINA | P | 2015-01-01 | 2015-11-13 | $50,000 | $51,378 | -$1,378 | -$1,378 |
| 4,376.14 PERKINS LARGE CAP | P | 2013-12-19 | 2015-06-12 | $72,110 | $67,524 | $4,586 | $4,586 |
| 12,106.538 PERKINS LARGE CAP | P | 2015-01-01 | 2015-06-19 | $199,975 | $179,161 | $20,814 | $20,814 |
| 15,441.631 PERKINS LARGE CAP | P | 2015-01-01 | 2015-07-06 | $249,975 | $208,594 | $41,381 | $41,381 |
| 18,668.326 PERKINS LARGE CAP | P | 2010-12-31 | 2015-07-08 | $299,975 | $251,276 | $48,699 | $48,699 |
| 573.522 T ROWE PRICE HEALTH | P | 2015-01-01 | 2015-06-18 | $47,304 | $29,446 | $17,858 | $17,858 |
| 1,831.278 T ROWE PRICE HEALTH | P | 2015-01-01 | 2015-07-06 | $149,975 | $90,468 | $59,507 | $59,507 |
| 3,000 TEKLA HEALTHCARE | P | 1997-01-01 | 2015-11-25 | $95,047 | $45,927 | $49,120 | $49,120 |
| 1,500 TEKLA HEALTHCARE | P | 1997-07-14 | 2015-12-11 | $43,746 | $17,943 | $25,803 | $25,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $282,770 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $163,646 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $478,169 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,552,632 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06331 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $390,526 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,914,730 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06603 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $276,776 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,607,191 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06008 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $228,455 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,852,548 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05930 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,197,903 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.01615 | DistributionYr5Rt |
| Total Distribution | 0.264866 | TotalDistributionRt |
| Average Distribution | 0.052973 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,078,383 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $427,936 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,209 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $435,145 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $565,000 | 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 | $7,209 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,209 | SubtotalAmt |
| Tax Based On Investment Income | $7,209 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $85 | EsPenaltyAmt |
| Tax Due | $7,294 | 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 |
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 | $6,509,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,692,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,201,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,201,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,078,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $403,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,209 | TotalTaxAmt |
| Distributable Before Adj | $396,710 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $396,710 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $396,710 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $565,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $565,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,209 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $557,791 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $396,710 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $40,190 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,364 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $103,737 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,597 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $304,888 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $565,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $396,710 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $168,290 | RemainingDistriFromCorpusAmt |
| Total Corpus | $473,178 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $473,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,190 | ExcessFromYear4Amt |
| Excess From Year3 | $51,364 | ExcessFromYear3Amt |
| Excess From Year2 | $103,737 | ExcessFromYear2Amt |
| Excess From Year1 | $109,597 | ExcessFromYear1Amt |
| Excess From Current Year | $168,290 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KQED RADIO | ||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PC | GENERAL USE | $25,000 |
| SUMMER SEARCH SAN FRANCISCO | ||||||
| 620 DAVIS STREET | SAN FRANCISCO | CA | 94111 | PUBLIC | GENERAL USE | $5,000 |
| POPULATION MEDIA CENTER | ||||||
| PO BOX 547 | SHELBURNE | VT | 05482 | PC | GENERAL USE | $10,000 |
| OXFAM AMERICA | ||||||
| PO BOX 7011 | ALBERT LEA | MN | 56007 | PC | GENERAL USE | $15,000 |
| ENGENDERHEALTH | ||||||
| 440 9TH AVENUE | NEW YORK | NY | 10001 | PC | GENERAL USE | $50,000 |
| SONOMA VALLEY COMMUNITY HEALTH CENT | ||||||
| 19270 SONOMA HIGHWAY | SONOMA | CA | 95476 | PC | GENERAL USE | $25,000 |
| HAMILTON FAMILY CENTER | ||||||
| 1631 HAYES STREET | SAN FRANCISCO | CA | 94117 | PUBLIC | GENERAL USE | $15,000 |
| TIPPING POINT COMMUNITY | ||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | PC | GENERAL USE | $325,000 |
| YOUTH WELLNESS CENTER | ||||||
| 3450 Third Street | SAN FRANCISCO | CA | 94124 | PC | GENERAL USE | $45,000 |
| THE JANUS FOUNDATION | ||||||
| 151 DETROIT STREET | DENVER | CO | 80206 | PF | GENERAL USE | $15,000 |
| GREENBELT ALLIANCE | ||||||
| 312 SUTTER STREET | SAN FRANCISCO | CA | 94108 | PC | GENERAL USE | $20,000 |
| FINE ARTS MUSEUM | ||||||
| 50 HAGIWARA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | PC | GENERAL USE | $5,000 |
| PEER RESOURCES | ||||||
| 3750 18TH STREET | SAN FRANCISCO | CA | 94114 | PC | GENERAL USE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $565,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $78,120 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $362,937 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $282,770 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $723,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $723,827 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PERKINS REVOCABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3565 WASHINGTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,692 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 355 SHARES OF SOLAR CITY | NoncashPropertyDesc |
| Fair Market Value | $19,692 | FairMarketValueAmt |
| Received | 2015-06-12 | ReceivedDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ENGELBERG & SMITH | CategoryTxt |
| Legal Fees | $2,000 | LegalFeesAmt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Taxes | Desc |
| Amt | $4,614 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $905 | $905 |
| ILLINOIS CHARITABLE RETURN FILING FEE | $15 | $15 |
| ILLINOIS SECRETARY OF STATE | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $362,937 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $362,937 | NetInvestmentIncomeAmt |
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