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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-17T16:30:14-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ENGELBERG & SMITHBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 NORTH CLARK STREET 3000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606025094ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363486609EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PERKINS HUNTER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERKBusinessNameControlTxt
Phone3129220355PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1311 SOUTH WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS PERKINSPersonNm
Person TitleDirectorPersonTitleTxt
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBurt W EngelbergPreparerPersonNm
PTINP00839403PTIN
Phone3125801236PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,937,609FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$19,692ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$78,120DividendsRevAndExpnssAmt
Dividends Net Invst Incm$78,120DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$282,770NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,623,556GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$282,770CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$362,937OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$362,937OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$743,519TotalRevAndExpnssAmt
Total Net Invst Incm$723,827TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$2,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,000LegalFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$930OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$930OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,930TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,930TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$565,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$565,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$567,930TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,930TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$565,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$175,589ExcessRevenueOverExpensesAmt
Net Investment Income$720,897NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,346,032SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,032,374SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,032,374SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,074,984CorporateStockBOYAmt
Corporate Stock EOY$5,559,617CorporateStockEOYAmt
Corporate Stock EOYFMV$5,905,235CorporateStockEOYFMVAmt
Total Assets BOY$7,421,016TotalAssetsBOYAmt
Total Assets EOY$7,591,991TotalAssetsEOYAmt
Total Assets EOYFMV$7,937,609TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$7,421,016CapitalStockBOYAmt
Capital Stock EOY$7,591,991CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$7,421,016TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,591,991TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,421,016TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,591,991TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,421,016TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$175,589ExcessRevenueOverExpensesAmt
Subtotal$7,596,605SubtotalAmt
Other Decreases$4,614OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,591,991TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
524.293 MATTHEWS ASIAN GROWTHP2015-01-012015-08-21$8,813$9,496-$683-$683
7759.782 PERKINS LARGE CAPP2015-01-012015-06-12$127,865$128,192-$327-$327
1,851.014 T ROWE PRICE HEALTHP2015-01-012015-06-18$152,671$123,259$29,412$29,412
400 DENDIREONP2007-04-102015-06-12$9,104-$9,104-$9,104
0.6 LIBERTY GLOBAL PLCP2002-11-052015-07-02$28$8$20$20
3,045.011 MATTHEWS ASIAN GROWTHP2015-01-012015-08-21$51,187$50,990$197$197
3,033.018 MATTHEWS CHINAP2015-01-012015-06-29$74,885$78,020-$3,135-$3,135
2,284.148 MATTHEWS CHINAP2015-01-012015-11-13$50,000$51,378-$1,378-$1,378
4,376.14 PERKINS LARGE CAPP2013-12-192015-06-12$72,110$67,524$4,586$4,586
12,106.538 PERKINS LARGE CAPP2015-01-012015-06-19$199,975$179,161$20,814$20,814
15,441.631 PERKINS LARGE CAPP2015-01-012015-07-06$249,975$208,594$41,381$41,381
18,668.326 PERKINS LARGE CAPP2010-12-312015-07-08$299,975$251,276$48,699$48,699
573.522 T ROWE PRICE HEALTHP2015-01-012015-06-18$47,304$29,446$17,858$17,858
1,831.278 T ROWE PRICE HEALTHP2015-01-012015-07-06$149,975$90,468$59,507$59,507
3,000 TEKLA HEALTHCAREP1997-01-012015-11-25$95,047$45,927$49,120$49,120
1,500 TEKLA HEALTHCAREP1997-07-142015-12-11$43,746$17,943$25,803$25,803
FieldValueIRS element (for citing)
Capital Gain Net Income$282,770CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$163,646NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$478,169AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,552,632NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06331DistributionYr1Rt
Adjusted Qlfy Distri Yr2$390,526AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,914,730NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.06603DistributionYr2Rt
Adjusted Qlfy Distri Yr3$276,776AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,607,191NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06008DistributionYr3Rt
Adjusted Qlfy Distri Yr4$228,455AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,852,548NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05930DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,350AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,197,903NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.01615DistributionYr5Rt
Total Distribution0.264866TotalDistributionRt
Average Distribution0.052973AverageDistributionRt
Net Vl Noncharitable Assets$8,078,383NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$427,936AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,209NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$435,145AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$565,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,209InvestmentIncomeExciseTaxAmt
Subtotal$7,209SubtotalAmt
Tax Based On Investment Income$7,209TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$85EsPenaltyAmt
Tax Due$7,294TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS PERKINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4153512300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13565 WASHINGTON STAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
THOMAS PERKINS
3565 WASHINGTON STREETSAN FRANCISCOCA94118DIRECTOR0.00$0
ALEC PERKINS
1926 PINE STREETSAN FRANCISCOCA94109DIRECTOR0.00$0
JAMEL PERKINS
207 MAPLE STREETSAN FRANCISCOCA94118DIRECTOR0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,509,011AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,692,393AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,201,404TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$8,201,404AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$123,021CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,078,383NetVlNoncharitableAssetsAmt
Minimum Investment Return$403,919MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$403,919MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,209TaxBasedOnInvestmentIncomeAmt
Total Tax$7,209TotalTaxAmt
Distributable Before Adj$396,710DistributableBeforeAdjAmt
Distributable Before Ded$396,710DistributableBeforeDedAmt
Distributable As Adjusted$396,710DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$565,000ExpensesAndContributionsAmt
Qualifying Distributions$565,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,209PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$557,791AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$396,710DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$40,190ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$51,364ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$103,737ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$109,597ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$304,888TotalExcessDistributionCyovAmt
Qualifying Distributions$565,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$396,710AppliedToCurrentYearAmt
Remaining Distri From Corpus$168,290RemainingDistriFromCorpusAmt
Total Corpus$473,178TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$473,178ExcessDistriCyovToNextYrAmt
Excess From Year4$40,190ExcessFromYear4Amt
Excess From Year3$51,364ExcessFromYear3Amt
Excess From Year2$103,737ExcessFromYear2Amt
Excess From Year1$109,597ExcessFromYear1Amt
Excess From Current Year$168,290ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS PERKINSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KQED RADIO
2601 MARIPOSA STREETSAN FRANCISCOCA94110PCGENERAL USE$25,000
SUMMER SEARCH SAN FRANCISCO
620 DAVIS STREETSAN FRANCISCOCA94111PUBLICGENERAL USE$5,000
POPULATION MEDIA CENTER
PO BOX 547SHELBURNEVT05482PCGENERAL USE$10,000
OXFAM AMERICA
PO BOX 7011ALBERT LEAMN56007PCGENERAL USE$15,000
ENGENDERHEALTH
440 9TH AVENUENEW YORKNY10001PCGENERAL USE$50,000
SONOMA VALLEY COMMUNITY HEALTH CENT
19270 SONOMA HIGHWAYSONOMACA95476PCGENERAL USE$25,000
HAMILTON FAMILY CENTER
1631 HAYES STREETSAN FRANCISCOCA94117PUBLICGENERAL USE$15,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850SAN FRANCISCOCA94104PCGENERAL USE$325,000
YOUTH WELLNESS CENTER
3450 Third StreetSAN FRANCISCOCA94124PCGENERAL USE$45,000
THE JANUS FOUNDATION
151 DETROIT STREETDENVERCO80206PFGENERAL USE$15,000
GREENBELT ALLIANCE
312 SUTTER STREETSAN FRANCISCOCA94108PCGENERAL USE$20,000
FINE ARTS MUSEUM
50 HAGIWARA GARDEN DRIVESAN FRANCISCOCA94118PCGENERAL USE$5,000
PEER RESOURCES
3750 18TH STREETSAN FRANCISCOCA94114PCGENERAL USE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$565,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$78,120ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$362,937ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$282,770ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$723,827ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$723,827TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPERKINS REVOCABLE TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13565 WASHINGTON STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
Total Contributions$19,692TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property355 SHARES OF SOLAR CITYNoncashPropertyDesc
Fair Market Value$19,692FairMarketValueAmt
Received2015-06-12ReceivedDt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryENGELBERG & SMITHCategoryTxt
Legal Fees$2,000LegalFeesAmt
Net Investment Income$2,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescExcise TaxesDesc
Amt$4,614Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet 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

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$362,937RevenueAndExpensesPerBooksAmt
Net Investment Income$362,937NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.