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
- Form 990-PF
- Schedule B
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T13:26:23-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGELBERG & SMITH | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 NORTH CLARK STREET SUITE 3000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606025094 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS PERKINS | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2014-05-14 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,434,539 | 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 | $1,292,298 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $131,423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,423 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,361 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $249,524 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $249,524 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,741,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $449,308 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,850 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,850 | LegalFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $396,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $395,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,344,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $447,433 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $698,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,383,425 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,383,425 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,066,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,723,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,051,114 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,764,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,106,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,434,539 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,764,627 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,106,838 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,764,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,106,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,764,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,106,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,764,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,344,731 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,109,358 | SubtotalAmt |
| Other Decreases | $2,520 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,106,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 ELAN CORP PLC | P | 2005-03-01 | 2013-12-19 | $625 | $598 | $27 | $27 |
| 577 MAKO SURGICAL CORP | P | 2010-05-07 | 2013-12-18 | $17,310 | $7,363 | $9,947 | $9,947 |
| 200 PHILLIPS PETROLEUM | P | 2013-12-04 | 2013-12-18 | $5,269 | $5,845 | -$576 | -$576 |
| 200 SOLARCITY CORPORATION | P | 2013-12-04 | 2013-12-18 | $10,247 | $10,513 | -$266 | -$266 |
| 50 TELLABS | P | 2001-10-16 | 2013-12-31 | $123 | $684 | -$561 | -$561 |
| 300 TESLA MOTORS | P | 2010-12-31 | 2013-06-12 | $29,876 | $8,063 | $21,813 | $21,813 |
| 200 TESLA MOTORS | P | 2012-04-13 | 2013-06-12 | $19,918 | $19,918 | $19,918 | |
| 100 TESLA MOTORS | P | 2012-04-13 | 2013-10-14 | $18,059 | $18,059 | $18,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,361 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$842 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $276,776 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,607,191 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06008 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $228,455 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,852,548 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05930 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,197,903 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $721,500 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08108 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $431,337 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.21661 | TotalDistributionRt |
| Average Distribution | 0.04332 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,914,730 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $256,238 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,474 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $260,712 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $395,000 | 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 | $4,474 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,474 | SubtotalAmt |
| Tax Based On Investment Income | $4,474 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $4,520 | 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 | Yes (true) | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94118 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $5,512,712 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $492,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,004,802 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,004,802 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,914,730 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $295,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $295,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,474 | TotalTaxAmt |
| Distributable Before Adj | $291,263 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $291,263 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $291,263 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $395,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $395,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,474 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $390,526 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $291,263 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $22,491 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $40,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,045 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $395,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $291,263 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,737 | RemainingDistriFromCorpusAmt |
| Total Corpus | $217,782 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $217,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,491 | ExcessFromYear4Amt |
| Excess From Year2 | $40,190 | ExcessFromYear2Amt |
| Excess From Year1 | $51,364 | ExcessFromYear1Amt |
| Excess From Current Year | $103,737 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KQED RADIO | ||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PUBLIC | GENERAL USE | $25,000 |
| OXFAM AMERICA | ||||||
| PO BOX 7011 | ALBERT LEA | MN | 56007 | PUBLIC | GENERAL USE | $10,000 |
| TEACH FOR AMERICA | ||||||
| 315 W 36TH STREET | NEW YORK | NY | 10018 | PUBLIC | GENERAL USE | $25,000 |
| CONSERVATION INTERNATIONAL | ||||||
| 2011 Crystal Dr 500 | Arlington | VA | 22202 | PUBLIC | GENERAL USE | $10,000 |
| SAGE PROJECT | ||||||
| 1275 Mission Street | San Francisco | CA | 94103 | PUBLIC | GENERAL USE | $25,000 |
| AFRICAN LEADERSHIP | ||||||
| 233 Wilson Pike Circle | Brentwood | TN | 37027 | PUBLIC | GENERAL USE | $25,000 |
| TIPPING POINT COMMUNITY | ||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | PUBLIC | GENERAL USE | $150,000 |
| ENGENDERHEALTH | ||||||
| 440 NINTH AVENUE | NEW YORK | NY | 10001 | PUBLIC | GENERAL USE | $20,000 |
| SAN FRANCISCO GIANTS COMMUNITY FUND | ||||||
| 24 Willie Mays Plaza | SAN FRANCISCO | CA | 94107 | PUBLIC | GENERAL USE | $10,000 |
| HANNA BOYS CENTER | ||||||
| 17000 ARNOLD DRIVE | SONOMA | CA | 95476 | PUBLIC | GENERAL USE | $11,000 |
| RESPOND NOW | ||||||
| 1439 Emerald Ave | Chicago Heights | IL | 60411 | PUBLIC | GENERAL USE | $7,000 |
| THAT MAN MAY SEE | ||||||
| 10 Koret Way Box 0352 | SAN FRANCISCO | CA | 94143 | PUBLIC | GENERAL USE | $10,000 |
| ERIE HOUSE ELEMENTARY | ||||||
| 1701 W Superior St | CHICAGO | IL | 60622 | PUBLIC | GENERAL USE | $10,000 |
| SAN FRANCISCO GENERAL HOSPITAL | ||||||
| 1001 Potrero Avenue | SAN FRANCISCO | CA | 94110 | PUBLIC | GENERAL USE | $5,000 |
| HOMEWOOD FLOSSMOOR HIGH | ||||||
| 999 Kedzie Avenue | Flossmoor | IL | 60422 | PUBLIC | GENERAL USE | $10,000 |
| NATURAL RESOURCES DEFENSE COUNSEL | ||||||
| 111 Sutter St 20th floor | San Francisco | CA | 94104 | PUBLIC | GENERAL USE | $20,000 |
| LA LUZ BILINGUAL CENTER | ||||||
| 17560 Greger Street | Sonoma | CA | 95476 | PUBLIC | GENERAL USE | $7,000 |
| NPR | ||||||
| 1111 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | PUBLIC | GENERAL USE | $10,000 |
| BOYS GIRLS CLUB OF SONOMA VALLEY | ||||||
| 100 W Verano Avenue | SONOMA | CA | 95476 | PUBLIC | GENERAL USE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $131,423 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $249,524 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $68,361 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $449,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,308 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PERKINS REVOCABLE TRUST | |||||||
| 1 | 3565 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | $900,000 | Yes (X) | |
| PERKINS REVOCABLE TRUST | |||||||
| 2 | 3565 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | $13,719 | Yes (X) | |
| PERKINS REVOCABLE TRUST | |||||||
| 3 | 3565 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | $35,245 | Yes (X) | |
| GREGORY E WOLF | |||||||
| 4 | 1555 NORTH ASTOR STREET | CHICAGO | IL | 60610 | $343,333 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 261 SHARES SOLAR CITY | $13,719 | 2013-12-05 |
| 3 | 1,206 SHARES PANDORA | $35,245 | 2013-12-05 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ENGELBERG & SMITH | CategoryTxt |
| Legal Fees | $1,850 | LegalFeesAmt |
| Net Investment Income | $1,850 | 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) |
|---|---|---|
| Description | Excise Taxes | Description |
| Amount | $2,520 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 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 | $249,524 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $249,524 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| GREGORY E WOLF | |||
| 1555 NORTH ASTOR STREET | CHICAGO | IL | 60610 |
| PERKINS REVOCABLE TRUST | |||
| 3565 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 |
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