PERKINS MALO HUNTER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS MALO HUNTER FOUNDATION (EIN 36-4098513)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201421359349101502
- 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
- Investments Land Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T08:37:55-07:00 | 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 | 364098513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS MALO 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 | PHILLIP PERKINS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-15 | 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 | 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 | $53,227,818 | 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 | $3,712,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,308,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,308,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $803,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,000,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $803,509 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,104,700 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,104,700 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,928,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,216,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,039 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $125,039 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,000 | LegalFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,839 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,839 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $13,684 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $13,684 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,233 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,233 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $162,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $162,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,395,338 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,395,338 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,558,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $162,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,395,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,370,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,053,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $893,742 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,134,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $747,613 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $37,139,393 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,228,357 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,405,205 | CorporateStockEOYFMVAmt |
| 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 | $38,108,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,437,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,227,818 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $38,108,135 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,437,412 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,108,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,437,412 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,108,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,437,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,108,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,370,240 | ExcessRevenueOverExpensesAmt |
| Subtotal | $43,478,375 | SubtotalAmt |
| Other Decreases | $40,963 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,437,412 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 26701.300 JANUS PERKINS LARGE | P | 2012-02-20 | 2013-01-30 | $390,640 | $372,216 | $18,424 | $18,424 |
| 60581.800 JANUS PERKINS LARGE | P | 2010-02-20 | 2013-01-30 | $886,312 | $805,132 | $81,180 | $81,180 |
| 21417.610 JANUS PERKINS LARGE | P | 2010-02-20 | 2013-01-30 | $313,340 | $284,640 | $28,700 | $28,700 |
| 28004.700 JANUS PERKINS LARGE | P | 2010-04-27 | 2013-01-30 | $409,709 | $367,142 | $42,567 | $42,567 |
| 48272.960 JANUS PERKINS LARGE | P | 2010-04-27 | 2013-02-08 | $711,543 | $632,858 | $78,685 | $78,685 |
| 1165.500 JANUS PERKINS LARGE | P | 2011-02-20 | 2013-02-08 | $17,179 | $15,000 | $2,179 | $2,179 |
| 15540.020 JANUS PERKINS LARGE | P | 2011-02-20 | 2013-02-08 | $229,060 | $200,000 | $29,060 | $29,060 |
| 70706.740 JANUS PERKINS LARGE | P | 2010-01-14 | 2013-02-08 | $1,042,217 | $902,218 | $139,999 | $139,999 |
| 1439.230 JANUS PERKINS LARGE | P | 2012-02-20 | 2013-08-12 | $36,197 | $30,972 | $5,225 | $5,225 |
| 712.589 JANUS PERKINS LARGE | P | 2011-02-20 | 2013-08-12 | $17,922 | $15,000 | $2,922 | $2,922 |
| 17728.900 JANUS PERKINS LARGE | P | 2011-02-28 | 2013-08-12 | $445,882 | $360,606 | $85,276 | $85,276 |
| 105337.070 JANUS PERKINS LARGE | P | 2012-02-20 | 2013-10-17 | $1,500,000 | $1,285,112 | $214,888 | $214,888 |
| 1195.590 T ROWE PRICE HEALTH | P | 2012-02-17 | 2013-08-14 | $65,554 | $49,820 | $15,734 | $15,734 |
| 829.111 T ROWE PRICE HEALTH | P | 2011-02-15 | 2013-08-14 | $45,461 | $25,628 | $19,833 | $19,833 |
| 95.689 T ROWE PRICE HEALTH | P | 2010-02-15 | 2013-08-14 | $5,247 | $2,852 | $2,395 | $2,395 |
| 2771.040 T ROWE PRICE HEALTH | P | 2010-01-04 | 2013-08-14 | $151,936 | $80,000 | $71,936 | $71,936 |
| 580.016 T ROWE PRICE HEALTH | P | 2011-08-08 | 2013-08-14 | $31,802 | $16,519 | $15,283 | $15,283 |
| 46296.300 Vanguard Short Term | P | 2009-01-03 | 2013-01-09 | $500,000 | $506,944 | -$6,944 | -$6,944 |
| 13901.7690 Vanguard Short Term | P | 2009-01-03 | 2013-05-10 | $150,000 | $152,224 | -$2,224 | -$2,224 |
| 42134.830 Vanguard Short Term | P | 2009-01-03 | 2013-06-28 | $450,000 | $461,376 | -$11,376 | -$11,376 |
| 18761.730 Vanguard Short Term | P | 2009-01-03 | 2013-09-11 | $200,000 | $205,441 | -$5,441 | -$5,441 |
| 10881.600 Vanguard Short Term | P | 2009-01-03 | 2013-10-22 | $116,760 | $119,154 | -$2,394 | -$2,394 |
| 1048.430 Vanguard Short Term | P | 2010-01-30 | 2013-10-22 | $11,250 | $11,480 | -$230 | -$230 |
| 542.621 Vanguard Short Term | P | 2011-08-31 | 2013-10-22 | $5,822 | $5,942 | -$120 | -$120 |
| 27.685 Vanguard Short Term | P | 2009-09-30 | 2013-10-22 | $297 | $303 | -$6 | -$6 |
| 6138.990 Vanguard Short Term | P | 2009-10-21 | 2013-10-22 | $65,871 | $67,161 | -$1,290 | -$1,290 |
| 63330.840 Vanguard Short Term | P | 2009-10-21 | 2013-12-13 | $678,907 | $692,839 | -$13,932 | -$13,932 |
| 1683.780 Vanguard Short Term | P | 2010-07-30 | 2013-12-13 | $18,050 | $18,404 | -$354 | -$354 |
| 504.364 Vanguard Short Term | P | 2011-09-30 | 2013-12-13 | $5,407 | $5,513 | -$106 | -$106 |
| 538.537 Vanguard Short Term | P | 2011-10-31 | 2013-12-13 | $5,773 | $5,886 | -$113 | -$113 |
| 469.764 Vanguard Short Term | P | 2011-01-30 | 2013-12-13 | $5,036 | $5,130 | -$94 | -$94 |
| 53.936 Vanguard Short Term | P | 2009-08-31 | 2013-12-13 | $578 | $588 | -$10 | -$10 |
| 297.328 Vanguard Short Term | P | 2012-09-28 | 2013-12-13 | $3,187 | $3,241 | -$54 | -$54 |
| 9131.440 Vanguard Short Term | P | 2009-01-12 | 2013-12-13 | $97,889 | $99,441 | -$1,552 | -$1,552 |
| 105.341 Vanguard Short Term | P | 2009-04-30 | 2013-12-13 | $1,129 | $1,147 | -$18 | -$18 |
| 105.146 Vanguard Short Term | P | 2009-06-29 | 2013-12-13 | $1,127 | $1,145 | -$18 | -$18 |
| 55.634 Vanguard Short Term | P | 2009-07-31 | 2013-12-13 | $596 | $606 | -$10 | -$10 |
| 590.770 Vanguard Short Term | P | 2011-07-29 | 2013-12-13 | $6,333 | $6,433 | -$100 | -$100 |
| 356.172 Vanguard Short Term | P | 2012-01-31 | 2013-12-13 | $3,818 | $3,879 | -$61 | -$61 |
| 337.358 Vanguard Short Term | P | 2012-07-31 | 2013-12-13 | $3,616 | $3,674 | -$58 | -$58 |
| 327.028 Vanguard Short Term | P | 2012-08-31 | 2013-12-13 | $3,506 | $3,561 | -$55 | -$55 |
| 260.863 Vanguard Short Term | P | 2012-01-30 | 2013-12-13 | $2,796 | $2,841 | -$45 | -$45 |
| 116.503 Vanguard Short Term | P | 2009-08-31 | 2013-12-13 | $1,249 | $1,268 | -$19 | -$19 |
| 1856.810 Vanguard Short Term | P | 2010-06-30 | 2013-12-13 | $19,905 | $20,202 | -$297 | -$297 |
| 296.350 Vanguard Short Term | P | 2012-10-31 | 2013-12-13 | $3,177 | $3,224 | -$47 | -$47 |
| 320.451 Vanguard Short Term | P | 2012-02-29 | 2013-12-13 | $3,435 | $3,483 | -$48 | -$48 |
| 21.230 Vanguard Short Term | P | 2009-08-26 | 2013-12-13 | $228 | $231 | -$3 | -$3 |
| 78.034 Vanguard Short Term | P | 2009-06-30 | 2013-12-13 | $837 | $847 | -$10 | -$10 |
| 543.687 Vanguard Short Term | P | 2011-05-31 | 2013-12-13 | $5,828 | $5,899 | -$71 | -$71 |
| 356.079 Vanguard Short Term | P | 2012-04-30 | 2013-12-13 | $3,817 | $3,863 | -$46 | -$46 |
| 338.704 Vanguard Short Term | P | 2012-05-31 | 2013-12-13 | $3,631 | $3,675 | -$44 | -$44 |
| 347.346 Vanguard Short Term | P | 2012-06-29 | 2013-12-13 | $3,724 | $3,769 | -$45 | -$45 |
| 587.441 Vanguard Short Term | P | 2011-06-30 | 2013-12-13 | $6,297 | $6,368 | -$71 | -$71 |
| 4962.750 Vanguard Short Term | P | 2011-12-29 | 2013-12-13 | $53,201 | $53,796 | -$595 | -$595 |
| 390.004 Vanguard Short Term | P | 2011-12-30 | 2013-12-13 | $4,181 | $4,228 | -$47 | -$47 |
| 23576.610 Vanguard Short Term | P | 2012-03-22 | 2013-12-13 | $252,741 | $255,570 | -$2,829 | -$2,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $803,509 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,424 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,118,416 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,221,540 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05017 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,909,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,083,807 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05014 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,799,061 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,807,569 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05024 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,487,498 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,005,016 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04958 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,917,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,951,315 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10437 | DistributionYr5Rt |
| Total Distribution | 0.30450 | TotalDistributionRt |
| Average Distribution | 0.06090 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,320,258 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,881,804 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40,536 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,922,340 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,395,338 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $81,072 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $81,072 | SubtotalAmt |
| Tax Based On Investment Income | $81,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $42,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $693 | EsPenaltyAmt |
| Tax Due | $38,965 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIP PERKINS | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $102,000 | $23,039 |
| 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 | $47,666,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $373,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,040,871 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $48,040,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $720,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,320,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,366,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,366,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81,072 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81,072 | TotalTaxAmt |
| Distributable Before Adj | $2,284,941 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,284,941 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,284,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,395,338 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,395,338 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,395,338 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,284,941 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,536,708 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $27,596 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,359 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,902 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,663,565 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,395,338 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,284,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,397 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,773,962 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,536,708 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $237,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $27,596 | ExcessFromYear3Amt |
| Excess From Year2 | $49,359 | ExcessFromYear2Amt |
| Excess From Year1 | $49,902 | ExcessFromYear1Amt |
| Excess From Current Year | $110,397 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MARCY NEWBERRY ASSN | ||||||
| 1073 WEST MAXWELL STREET | CHICAGO | IL | 60608 | PUBLIC | GENERAL USE | $162,455 |
| ST AGNES CATHOLIC SCHOOL | ||||||
| 1501 CHICAGO ROAD | CHICAGO HEIGHTS | IL | 60411 | PUBLIC | TUITION ASSISTANCE | $350,546 |
| CAMBRIDGE SCHOOL OF CHICAGO | ||||||
| 1014 EAST 47TH STREET | CHICAGO | IL | 60653 | PUBLIC | TUITION ASSISTANCE | $120,000 |
| ERIE ELEMENTARY CHARTER SCHOOL | ||||||
| 1405 NORTH WASHTENAW AVENUE | CHICAGO | IL | 60622 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $100,000 |
| GLENWOOD ACADEMY | ||||||
| 500 WEST 187TH | GLENWOOD | IL | 60425 | PUBLIC | GENERAL USE | $2,600 |
| POTTER'S HOUSE ELEMENTARY SCHOOL | ||||||
| 810 VAN RAALTE SW | GRAND RAPIDS | MI | 49509 | PUBLIC | GENERAL USE | $90,000 |
| SCHOOLS THAT CAN | ||||||
| 1040 FIRST AVENUE | NEW YORK | NY | 10022 | PUBLIC | VALIDATION STUDIES | $60,000 |
| SPRUCE HILL | ||||||
| 4115 BALTIMORE | PHILADELPHIA | PA | 19104 | PUBLIC | GENERAL USE | $90,000 |
| CATALYST - CIRCLE ROCK CAMPUS | ||||||
| 6727 SOUTH CALIFORNIA AVENUE | CHICAGO | IL | 60629 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $90,000 |
| BOYS AND GIRLS CLUB OF HOLLAND | ||||||
| 435 VAN RAALTE AVENUE | HOLLAND | MI | 49423 | PUBLIC | GENERAL USE | $60,000 |
| CATALYST - HOWLAND CAMPUS | ||||||
| 6727 SOUTH CALIFORNIA AVENUE | CHICAGO | IL | 60629 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $90,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 651 W WASHINGTON BLVD 404 | CHICAGO | IL | 60661 | PUBLIC | GENERAL USE | $10,000 |
| ST PAUL LUTHERAN SCHOOL | ||||||
| 861 S CHURCH | BENSENVILLE | IL | 60106 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $108,500 |
| THORNTON ALUMNI LEGACY FUND | ||||||
| 6719 POND VIEW DRIVE | TINLEY PARK | IL | 60477 | PUBLIC | SCHOLARSHIP | $15,000 |
| YOUNG LIFE | ||||||
| 96 WEST 15TH STREET SUITE 108 | HOLLAND | MI | 49423 | PUBLIC | GENERAL USE | $500 |
| BOYS AND GIRLS CLUB OF GRAND RAPIDS | ||||||
| 235 STRAIGHT AVENUE NW | GRAND RAPIDS | MI | 49504 | PUBLIC | GENERAL USE | $25,000 |
| GRACE LUTHERAN SCHOOL CLEF | ||||||
| 861 SOUTH CHURCH ROAD | BENSENVILLE | IL | 60106 | PUBLIC | GENERAL USE | $75,000 |
| TREY WHITFIELD SCHOOL | ||||||
| 17 HINSDALE STREET | BROOKLYN | NY | 11207 | PUBLIC | GENERAL USE | $75,000 |
| COLUMBIA COLLEGE | ||||||
| 600 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60605 | PUBLIC | SCHOLARSHIP | $5,000 |
| PRAIRIE STATE COLLEGE | ||||||
| 1 UNIVERSITY PARKWAY | UNIVERSITY PARK | IL | 60466 | PUBLIC | SCHOLARSHIP | $3,000 |
| RESPOND NOW | ||||||
| 1439 EMERALD AVENUE | CHICAGO HEIGHTS | IL | 60411 | PUBLIC | GENERAL USE | $3,000 |
| COMMUNITY FOUNDATION OF NANTUCKET | ||||||
| 40 SHERBURNE TURNPIKE | NANTUCKET | MA | 02554 | PUBLIC | GENERAL USE | $1,000 |
| TEACH FOR AMERICA DETROIT | ||||||
| 315 W 36TH | NEW YORK | NY | 10018 | PUBLIC | GENERAL USE | $45,000 |
| YMCA - GRAND RAPIDS | ||||||
| 475 LAKE MICHIGAN DR NW | GRAND RAPIDS | MI | 49504 | PUBLIC | GENERAL USE | $15,000 |
| ADVOCATE HOSPICE | ||||||
| 1441 BRANDING LANE | DOWNERS GROVE | IL | 60515 | PUBLIC | GENERAL USE | $500 |
| CATALYST CHARTER NETWORK - MARIA | ||||||
| 6727 SOUTH CALIFORNIA AVENUE | CHICAGO | IL | 60629 | PUBLIC | GENERAL USE | $45,000 |
| CENTER FOR NEW HORIZONS | ||||||
| 4150 SOUTH KING DRIVE | CHICAGO | IL | 60653 | PUBLIC | GENERAL USE | $174,519 |
| CITY CHARTER HIGH SCHOOL | ||||||
| 201 STANWIX STREET | PITTSBURGH | PA | 15222 | PUBLIC | GENERAL USE | $1,618 |
| DESTINATION EDUCATION | ||||||
| 96 WEST 15TH STREET SUITE 103 | HILLAND | MI | 49423 | PUBLIC | GENERAL USE | $30,000 |
| HOME WORKS | ||||||
| 225 LINDEN AVENUE | ST LOUIS | MO | 63105 | PUBLIC | GENERAL USE | $7,500 |
| SAINT GABRIEL'S SCHOOL | ||||||
| 4500 SOUTH WALLACE STREET | CHICAGO | IL | 60609 | PUBLIC | GENERAL USE | $600 |
| SAN MIGUEL - BACK OF THE YARDS SCHO | ||||||
| 1949 WEST 48TH STREET | CHICAGO | IL | 60609 | PUBLIC | GENERAL USE | $90,000 |
| SCHOOLS THAT CAN - MILWAUKEE | ||||||
| 111 PLEASANT STREET SUITE 101 | MILWAUKEE | WI | 53212 | PUBLIC | GENERAL USE | $45,000 |
| SPENCER ELEMENTARY TECHNOLOGY ACADE | ||||||
| 214 NORTH LAVERGNE AVENUE | CHICAGO | IL | 60644 | PUBLIC | GENERAL USE | $4,000 |
| SPRUCE HILL ELEMENTARY SCHOOL | ||||||
| 4115 BALTIMORE AVENUE | PHILADELPHIA | PA | 19104 | PUBLIC | GENERAL USE | $90,000 |
| URBAN COMMUNITY SCHOOL | ||||||
| 4909 LORAIN AVENUE | CLEVELAND | OH | 44102 | PUBLIC | GENERAL USE | $90,000 |
| WASHINGTON JESUIT ACADEMY | ||||||
| 900 VARNUM STREET NE | WASHINGTON | DC | 20017 | PUBLIC | GENERAL USE | $90,000 |
| WASHINGTON MIDDLE SCHOOL FOR GIRLS | ||||||
| 1901 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | PUBLIC | GENERAL USE | $90,000 |
| WEST OTTAWA HIGH SCHOOL | ||||||
| 3685 BUTTERNUT DRIVE | HOLLAND | MI | 49424 | PUBLIC | GENERAL USE | $10,000 |
| ROCKETSHIP EDUCATION | ||||||
| 3003 WEST CLEVELAND AVE | MILWAUKEE | WI | 53212 | PUBLIC | GENERAL USE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,395,338 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $1,308,164 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $2,104,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $803,509 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,216,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,216,373 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PHILLIP PERKINS TRUST | ||||||
| 1 | 311 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | $56,000 | Yes (X) |
| TODD PERKINS TRUST | ||||||
| 2 | 1410 ASBURY AVENUE | EVANSTON | IL | 60201 | $30,000 | Yes (X) |
| ROBERT PERKINS TRUST | ||||||
| 3 | 1424 DARTMOUTH | FLOSSMOOR | IL | 60422 | $3,600,000 | Yes (X) |
| ALAN F ERMSHLER | ||||||
| 4 | 18522 STEWART AVE | HOMEWOOD | IL | 60430 | $20,000 | Yes (X) |
| BRIAN PERKINS | ||||||
| 5 | 1863 PINE ROAD | HOMEWOOD | IL | 60430 | $6,000 | Yes (X) |
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) |
|---|---|---|
| Description | EXCISE TAXES PAID | Description |
| Amount | $40,963 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $147 | $147 |
| CONFERENCES | $750 | $750 |
| INTERNET | $1,518 | $1,518 |
| MEETING EXPENSES | $3,407 | $3,407 |
| OFFICE SUPPLIES | $835 | $835 |
| PARKING & TOLLS | $725 | $725 |
| POSTAGE | $158 | $158 |
| TELEPHONE | $1,693 | $1,693 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2,104,700 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,104,700 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MICHIGAN UNEMPLOYMENT TAXES | $275 | $275 |
| REAL ESTATE TAXES | $2,761 | $2,761 |
| SOCIAL SECURITY/MEDICARE | $7,803 | $7,803 |
Comments