PERKINS MALO HUNTER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS MALO HUNTER FOUNDATION (EIN 36-4098513)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201511359349101386
- Schema version
- 2014v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T09:14:53-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 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 | PHILLIP PERKINS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-05-15 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,445,344 | 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 | $14,538,719 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,140,668 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,140,668 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,494 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,999,950 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,368,325 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,368,325 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,029,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,508,993 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $154,851 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $154,851 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,000 | LegalFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,711 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $29,592 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,592 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $200,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $200,154 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,083,592 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,083,592 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,283,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $200,154 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,083,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,745,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,308,839 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,134,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,717,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,717,828 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $42,228,357 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,903,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,150,016 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $500,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $502,500 | 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 |
| Total Assets BOY | $43,437,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,196,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,445,344 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $43,437,412 | CapitalStockBOYAmt |
| Capital Stock EOY | $57,196,459 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,437,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,196,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,437,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,196,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,437,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,745,472 | ExcessRevenueOverExpensesAmt |
| Other Increases | $133,740 | OtherIncreasesAmt |
| Subtotal | $57,316,624 | SubtotalAmt |
| Other Decreases | $120,165 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,196,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 189,279.522 VANGUARD SHORT TERM ADMIRAL | P | 2014-01-01 | 2014-12-26 | $2,032,849 | $2,037,001 | -$4,152 | -$4,152 |
| 279,069.767 VANGUARD SHORT TERM ADMIRAL | P | 2014-08-13 | 2014-12-29 | $2,999,975 | $3,002,791 | -$2,816 | -$2,816 |
| 183,159.957 VANGUARD SHORT TERM ADMIRAL | P | 2009-01-01 | 2014-12-26 | $1,967,126 | $1,978,652 | -$11,526 | -$11,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,494 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,968 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,395,338 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $47,320,258 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05062 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,118,416 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $42,221,540 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05017 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,909,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,083,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05014 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,799,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,807,569 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05024 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,487,498 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,005,016 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04958 | DistributionYr5Rt |
| Total Distribution | 0.25075 | TotalDistributionRt |
| Average Distribution | 0.05015 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,439,289 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,030,970 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,088 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,054,058 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,083,592 | 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 | $23,088 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,088 | SubtotalAmt |
| Tax Based On Investment Income | $23,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $81,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $58,112 | OverpaymentAmt |
| Applied To ES Tax | $23,200 | AppliedToESTaxAmt |
| Refund | $34,912 | RefundAmt |
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 | 311 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 | $130,796 | $24,055 |
| 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 | $60,740,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $544,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,359,684 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $61,359,684 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $920,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,439,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,021,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,021,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,088 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,088 | TotalTaxAmt |
| Distributable Before Adj | $2,998,876 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,998,876 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,998,876 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,083,592 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,083,592 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,088 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,060,504 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,998,876 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $27,596 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,359 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,902 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $110,397 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $237,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,083,592 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,998,876 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,716 | RemainingDistriFromCorpusAmt |
| Total Corpus | $321,970 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $321,970 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,596 | ExcessFromYear4Amt |
| Excess From Year3 | $49,359 | ExcessFromYear3Amt |
| Excess From Year2 | $49,902 | ExcessFromYear2Amt |
| Excess From Year1 | $110,397 | ExcessFromYear1Amt |
| Excess From Current Year | $84,716 | 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 (20 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 | $292,311 |
| GLENWOOD ACADEMY | ||||||
| 500 WEST 187TH | GLENWOOD | IL | 60425 | PC | GENERAL USE | $2,600 |
| BOYS AND GIRLS CLUB OF HOLLAND | ||||||
| 435 VAN RAALTE AVENUE | HOLLAND | MI | 49423 | PC | GENERAL USE | $60,450 |
| THORNTON ALUMNI LEGACY FUND | ||||||
| 6719 POND VIEW DRIVE | TINLEY PARK | IL | 60477 | PC | COLLEGE TUITION ASSISTANCE | $15,000 |
| BOYS AND GIRLS CLUB OF GRAND RAPIDS | ||||||
| 235 STRAIGHT AVENUE NW | GRAND RAPIDS | MI | 49504 | PC | GENERAL USE | $25,000 |
| SCHOLARS ACADEMIES | ||||||
| 100 W OXFORD SUITE E-2000 | PHILADELPHIA | PA | 19122 | PC | CHARTER SCHOOL NETWORK | $405,000 |
| COLUMBIA COLLEGE | ||||||
| 600 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60605 | PC | SCHOLARSHIP | $5,000 |
| HENRY BOOTH HOUSE | ||||||
| 2907 SOUTH WABASH | CHICAGO | IL | 60616 | PC | GENERAL USE | $2,100 |
| LEARN CHARTER NETWORK | ||||||
| 3021 W CARROLL AVE | CHICAGO | IL | 60612 | PC | CHARTER SCHOOL NETWORK | $480,000 |
| NEW BRANCHES CHARTER SCHOOL | ||||||
| 256 ALGER SE | GRAND RAPIDS | MI | 49507 | PC | GENERAL USE | $90,000 |
| TEACH FOR AMERICA DETROIT | ||||||
| 315 W 36TH | NEW YORK | NY | 10018 | PC | URBAN TEACHER PLACEMENT | $60,000 |
| YMCA - GRAND RAPIDS | ||||||
| 475 LAKE MICHIGAN DR NW | GRAND RAPIDS | MI | 49504 | PC | COMMUNITY CENTER | $20,000 |
| CENTER FOR NEW HORIZONS | ||||||
| 4150 SOUTH KING DRIVE | CHICAGO | IL | 60653 | PC | GENERAL USE | $191,971 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||
| 1417 E 36TH | CLEVELAND | OH | 44114 | PC | CHARTER SCHOOL NETWORK | $540,000 |
| MILWAUKEE COLLEGE PREP | ||||||
| 2449 N 36TH ST | MILWAUKEE | WI | 53201 | PC | CHARTER SCHOOL NETWORK | $345,000 |
| NOTRE DAME DE CHICAGO | ||||||
| 1335 W FLOURNOY ST | CHICAGO | IL | 60607 | PC | COLLEGE TUITION ASSISTANCE | $184,660 |
| PURPLE HEARTS VETERANS FUND | ||||||
| 7008 LITTLE RIVER TURNPIKE | AVONDALE | VA | 22003 | PC | VETERANS SERVICES | $500 |
| TINDLEY SCHOOLS | ||||||
| 3960 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | PC | CHARTER SCHOOL NETWORK | $360,000 |
| SOUTH SUBURBAN COLLEGE | ||||||
| 1 UNIVERSITY PARKWAY | UNIVERSITY PARK | IL | 60466 | PC | COLLEGE TUITION ASSISTANCE | $3,000 |
| SPECIAL OLYMPICS | ||||||
| 3712 BENSON DRIVE | RALEIGH | NC | 27609 | PC | SPECIAL NEEDS PROGRAMMING | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,083,592 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $1,140,668 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $1,368,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | -$18,494 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,490,499 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,490,499 | 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 (19 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PHILLIP PERKINS | |||||||
| 1 | 2427 LAKEFRONT DRIVE | HOLLAND | MI | 49424 | $55,000 | Yes (X) | |
| TODD PERKINS | |||||||
| 2 | 1410 ASBURY AVENUE | EVANSTON | IL | 60201 | $50,000 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 3 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $47,430 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 4 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $3,404,985 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 5 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $284,731 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 6 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $1,072,977 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 7 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $98,210 | Yes (X) | |
| CURT STINE | |||||||
| 8 | N4279 COUNTY ROAD N | ARKANSAW | WI | 54721 | $10,000 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 9 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $644,994 | Yes (X) | |
| ALAN F ERMSHLER | |||||||
| 10 | 18522 STEWART AVE | HOMEWOOD | IL | 60430 | $25,000 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 11 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $1,173,415 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 12 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $1,616,711 | Yes (X) | |
| BRIAN PERKINS | |||||||
| 13 | 1863 PINE ROAD | HOMEWOOD | IL | 60430 | $7,500 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 14 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $4,330,631 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 15 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $10,324 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 16 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $1,277,069 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 17 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $346,969 | Yes (X) | |
| ROBERT PERKINS TRUST | |||||||
| 18 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $62,774 | Yes (X) | |
| ERIC STINE | |||||||
| 19 | 4933 DUPONT AVENUE | MINNEAPOLIS | MN | 55419 | $20,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 3,000 shares Bank of America | $47,430 | 2014-07-16 |
| 4 | 26,500 shares BERKSHIRE HATHAWAY | $3,404,985 | 2014-07-16 |
| 5 | 12,326 shares BERKSHIRE HILLS | $284,731 | 2014-07-16 |
| 6 | 23,791.065 shares BlackRock Health Sciences Opps Inv A | $1,072,977 | 2014-07-16 |
| 7 | 5,750 shares First Bancorp | $98,210 | 2014-07-16 |
| 9 | 23,765.427 shares Perkins Small Cap Value L | $644,994 | 2014-07-16 |
| 11 | 15,988.754 shares Cohen & Steers Realty | $1,173,415 | 2014-07-16 |
| 12 | 65,058.8 SHARES Perkins Mid Cap Value T | $1,616,711 | 2014-07-16 |
| 14 | 256,250.347 shares Perkins Large Cap Value I | $4,330,631 | 2014-07-16 |
| 15 | 117 shares PNC Financial Services Group, Inc. | $10,324 | 2014-07-16 |
| 16 | 95,446.114 shares Oppenheimer SteelPath MLP Select 40 A | $1,277,069 | 2014-07-16 |
| 17 | 25,682.366 shares Oppenheimer SteelPath MLP Alpha A | $346,969 | 2014-07-16 |
| 18 | 1,222 shares TORONTO DOMINION BANK | $62,774 | 2014-07-16 |
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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAXES PAID | Desc |
| Amt | $120,165 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADMINISTRATIVE ASSISTANTS | $2,400 | $2,400 |
| AUTO/TRANSPORTATION | $10,290 | $10,290 |
| BANK CHARGES | $115 | $115 |
| CONFERENCES | $1,419 | $1,419 |
| INTERNET | $788 | $788 |
| MEETING EXPENSES | $9,476 | $9,476 |
| OFFICE SUPPLIES | $1,986 | $1,986 |
| PARKING & TOLLS | $798 | $798 |
| POSTAGE | $34 | $34 |
| RESEARCH MATERIALS | $153 | $153 |
| TELEPHONE | $2,133 | $2,133 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,368,325 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,368,325 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non Dividend Distributions | Desc |
| Amt | $133,740 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MICHIGAN UNEMPLOYMENT TAXES | $173 | $173 |
| REAL ESTATE TAXES | $2,387 | $2,387 |
| SOCIAL SECURITY/MEDICARE | $9,151 | $9,151 |
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