PERKINS HUNTER FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PERKINS HUNTER FOUNDATION (EIN 36-3486609)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201401349349102710
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-14T13:26:23-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ENGELBERG & SMITHBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 NORTH CLARK STREET SUITE 3000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code606025094ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363486609EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PERKINS HUNTER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPERKBusinessNameControlTxt
Phone3129220355PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1311 SOUTH WACKER DRIVEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS PERKINSPersonNm
Person TitleDirectorPersonTitleTxt
Signature2014-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBurt W EngelbergPreparerPersonNm
PTINP00839403PTIN
Phone3125801236PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,434,539FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,292,298ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$131,423DividendsRevAndExpnssAmt
Dividends Net Invst Incm$131,423DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$68,361NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$101,427GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$68,361CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$249,524OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$249,524OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,741,606TotalRevAndExpnssAmt
Total Net Invst Incm$449,308TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,850LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,850LegalFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,875TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,875TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$395,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$395,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$396,875TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,875TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$395,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,344,731ExcessRevenueOverExpensesAmt
Net Investment Income$447,433NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$698,503SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,383,425SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,383,425SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,066,124CorporateStockBOYAmt
Corporate Stock EOY$5,723,413CorporateStockEOYAmt
Corporate Stock EOYFMV$6,051,114CorporateStockEOYFMVAmt
Total Assets BOY$5,764,627TotalAssetsBOYAmt
Total Assets EOY$7,106,838TotalAssetsEOYAmt
Total Assets EOYFMV$7,434,539TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,764,627CapitalStockBOYAmt
Capital Stock EOY$7,106,838CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,764,627TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,106,838TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,764,627TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,106,838TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,764,627TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,344,731ExcessRevenueOverExpensesAmt
Subtotal$7,109,358SubtotalAmt
Other Decreases$2,520OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,106,838TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
100 ELAN CORP PLCP2005-03-012013-12-19$625$598$27$27
577 MAKO SURGICAL CORPP2010-05-072013-12-18$17,310$7,363$9,947$9,947
200 PHILLIPS PETROLEUMP2013-12-042013-12-18$5,269$5,845-$576-$576
200 SOLARCITY CORPORATIONP2013-12-042013-12-18$10,247$10,513-$266-$266
50 TELLABSP2001-10-162013-12-31$123$684-$561-$561
300 TESLA MOTORSP2010-12-312013-06-12$29,876$8,063$21,813$21,813
200 TESLA MOTORSP2012-04-132013-06-12$19,918$19,918$19,918
100 TESLA MOTORSP2012-04-132013-10-14$18,059$18,059$18,059
FieldValueIRS element (for citing)
Capital Gain Net Income$68,361CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$842NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$276,776AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,607,191NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06008DistributionYr1Rt
Adjusted Qlfy Distri Yr2$228,455AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,852,548NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05930DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,197,903NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.01615DistributionYr3Rt
Adjusted Qlfy Distri Yr4$58,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$721,500NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.08108DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$431,337NetVlNoncharitableAssetsYr5Amt
Total Distribution0.21661TotalDistributionRt
Average Distribution0.04332AverageDistributionRt
Net Vl Noncharitable Assets$5,914,730NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$256,238AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,474NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$260,712AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$395,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,474InvestmentIncomeExciseTaxAmt
Subtotal$4,474SubtotalAmt
Tax Based On Investment Income$4,474TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$46EsPenaltyAmt
Tax Due$4,520TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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 PERKINSBusinessNameLine1
FieldValueIRS element (for citing)
Phone4153512300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13565 WASHINGTON STAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94118ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$5,512,712AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$492,090AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,004,802TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,004,802AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$90,072CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,914,730NetVlNoncharitableAssetsAmt
Minimum Investment Return$295,737MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$295,737MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,474TaxBasedOnInvestmentIncomeAmt
Total Tax$4,474TotalTaxAmt
Distributable Before Adj$291,263DistributableBeforeAdjAmt
Distributable Before Ded$291,263DistributableBeforeDedAmt
Distributable As Adjusted$291,263DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$395,000ExpensesAndContributionsAmt
Qualifying Distributions$395,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,474PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$390,526AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$291,263DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$22,491ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$40,190ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$51,364ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$114,045TotalExcessDistributionCyovAmt
Qualifying Distributions$395,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$291,263AppliedToCurrentYearAmt
Remaining Distri From Corpus$103,737RemainingDistriFromCorpusAmt
Total Corpus$217,782TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$217,782ExcessDistriCyovToNextYrAmt
Excess From Year4$22,491ExcessFromYear4Amt
Excess From Year2$40,190ExcessFromYear2Amt
Excess From Year1$51,364ExcessFromYear1Amt
Excess From Current Year$103,737ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KQED RADIO
2601 MARIPOSA STREETSAN FRANCISCOCA94110PUBLICGENERAL USE$25,000
OXFAM AMERICA
PO BOX 7011ALBERT LEAMN56007PUBLICGENERAL USE$10,000
TEACH FOR AMERICA
315 W 36TH STREETNEW YORKNY10018PUBLICGENERAL USE$25,000
CONSERVATION INTERNATIONAL
2011 Crystal Dr 500ArlingtonVA22202PUBLICGENERAL USE$10,000
SAGE PROJECT
1275 Mission StreetSan FranciscoCA94103PUBLICGENERAL USE$25,000
AFRICAN LEADERSHIP
233 Wilson Pike CircleBrentwoodTN37027PUBLICGENERAL USE$25,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850SAN FRANCISCOCA94104PUBLICGENERAL USE$150,000
ENGENDERHEALTH
440 NINTH AVENUENEW YORKNY10001PUBLICGENERAL USE$20,000
SAN FRANCISCO GIANTS COMMUNITY FUND
24 Willie Mays PlazaSAN FRANCISCOCA94107PUBLICGENERAL USE$10,000
HANNA BOYS CENTER
17000 ARNOLD DRIVESONOMACA95476PUBLICGENERAL USE$11,000
RESPOND NOW
1439 Emerald AveChicago HeightsIL60411PUBLICGENERAL USE$7,000
THAT MAN MAY SEE
10 Koret Way Box 0352SAN FRANCISCOCA94143PUBLICGENERAL USE$10,000
ERIE HOUSE ELEMENTARY
1701 W Superior StCHICAGOIL60622PUBLICGENERAL USE$10,000
SAN FRANCISCO GENERAL HOSPITAL
1001 Potrero AvenueSAN FRANCISCOCA94110PUBLICGENERAL USE$5,000
HOMEWOOD FLOSSMOOR HIGH
999 Kedzie AvenueFlossmoorIL60422PUBLICGENERAL USE$10,000
NATURAL RESOURCES DEFENSE COUNSEL
111 Sutter St 20th floorSan FranciscoCA94104PUBLICGENERAL USE$20,000
LA LUZ BILINGUAL CENTER
17560 Greger StreetSonomaCA95476PUBLICGENERAL USE$7,000
NPR
1111 NORTH CAPITOL STREET NEWASHINGTONDC20002PUBLICGENERAL USE$10,000
BOYS GIRLS CLUB OF SONOMA VALLEY
100 W Verano AvenueSONOMACA95476PUBLICGENERAL USE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$395,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$131,423ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$249,524ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$68,361ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$449,308ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$449,308TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
PERKINS REVOCABLE TRUST
13565 WASHINGTON STREETSAN FRANCISCOCA94118$900,000Yes (X)
PERKINS REVOCABLE TRUST
23565 WASHINGTON STREETSAN FRANCISCOCA94118$13,719Yes (X)
PERKINS REVOCABLE TRUST
33565 WASHINGTON STREETSAN FRANCISCOCA94118$35,245Yes (X)
GREGORY E WOLF
41555 NORTH ASTOR STREETCHICAGOIL60610$343,333Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2261 SHARES SOLAR CITY$13,7192013-12-05
31,206 SHARES PANDORA$35,2452013-12-05

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryENGELBERG & SMITHCategoryTxt
Legal Fees$1,850LegalFeesAmt
Net Investment Income$1,850NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionExcise TaxesDescription
Amount$2,520Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
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$249,524RevenueAndExpensesPerBooksAmt
Net Investment Income$249,524NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
GREGORY E WOLF
1555 NORTH ASTOR STREETCHICAGOIL60610
PERKINS REVOCABLE TRUST
3565 WASHINGTON STREETSAN FRANCISCOCA94118

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