PERKINS MALO HUNTER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS MALO HUNTER FOUNDATION (EIN 36-4098513)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201331349349101518
- Schema version
- 2012v2.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T10:57:48-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGELBERG & SMITH | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364098513 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS MALO HUNTER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PERK | NameControl |
| Phone | 3129220355 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILLIP PERKINS | Name |
| Title | President | Title |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Burt W Engelberg | Name |
| PTIN | P00839403 | PTIN |
| Phone | 3125801236 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 43213516 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 587000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 1963827 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1963827 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -42831 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5098344 | GrossSalesPrice |
| Other Income Rev And Expnss | 325745 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 325745 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2833741 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2289572 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 128134 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 128134 | CompOfcrDirTrstNetInvstIncm |
| Legal Fees Rev And Expnss | 4000 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 4000 | LegalFeesNetInvstIncm |
| Taxes Rev And Expnss | 10936 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 10936 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 12364 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 12364 | TravConfMeetingNetInvstIncm |
| Other Expenses Rev And Expnss | 5983 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5983 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 161417 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 161417 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2118416 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2118416 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2279833 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 161417 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2118416 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 553908 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2128155 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4515410 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 893742 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 893742 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 32988883 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 37139393 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 42244774 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 75000 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 75000 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 75000 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 75000 | InvestmentsLandEtcEOYFMV |
| Total Assets BOY | 37579293 | TotalAssetsBOY |
| Total Assets EOY | 38108135 | TotalAssetsEOY |
| Total Assets EOYFMV | 43213516 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 37579293 | CapitalStockBOY |
| Capital Stock EOY | 38108135 | CapitalStockEOY |
| Total Net Assets BOY | 37579293 | TotalNetAssetsBOY |
| Total Net Assets EOY | 38108135 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 37579293 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 38108135 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 37579293 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 553908 | ExcessOfRevenueOverExpenses |
| Subtotal | 38133201 | Subtotal |
| Other Decreases | 25066 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 38108135 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -42831 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -62722 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1909325 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 38083807 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05014 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1799061 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 35807569 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05024 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1487498 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 30005016 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04958 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2917350 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 27951315 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.10437 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2100478 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 32915955 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.06381 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.31814 | TotalDistributionRatio |
| Average Distribution Ratio | 0.06363 | AverageDistributionRatio |
| Net Noncharitable Assets | 42221540 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2686472 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 21282 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2707754 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2118416 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 42563 | InvestmentIncomeExciseTax |
| Subtotal | 42563 | Subtotal |
| Tax Based On Investment Income | 42563 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 44400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 44400 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1837 | Overpayment |
| Amount Credited To Next Year | 1837 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIP PERKINS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3129220355 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|
| CURTIS L STINE | |||||||
| N4279 COUNTY RD N | ARKANSAW | WI | 54721 | Director | 0.00 | 0 | |
| PHILLIP PERKINS | |||||||
| 168 LAKE FOREST DRIVE | HOLLAND | MI | 49424 | Director | 40.00 | 102000 | 26134 |
| TODD PERKINS | |||||||
| 1410 ASBURY AVENUE | EVANSTON | IL | 60201 | Director | 0.00 | 0 | |
| LAURIE PERKINS | |||||||
| 1410 ASBURY AVENUE | EVANSTON | IL | 60201 | DIRECTOR | 0.00 | 0 | |
| JILL PERKINS | |||||||
| 168 LAKE FOREST DRIVE | HOLLAND | MI | 49424 | DIRECTOR | 0.00 | 0 | |
| ROBERT H PERKINS | |||||||
| 311 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 40840327 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2024181 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 42864508 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 42864508 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 642968 | CashDeemedCharitable |
| Net Noncharitable Assets | 42221540 | NetNoncharitableAssets |
| Minimum Investment Return | 2111077 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2111077 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 42563 | TaxBasedOnInvestmentIncome |
| Total Tax | 42563 | TotalTax |
| Distributable Amount Before Adj | 2068514 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2068514 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2068514 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2118416 | ExpensesAndContributions |
| Qualifying Distributions | 2118416 | QualifyingDistributions |
| Adj Qualifying Distributions | 2118416 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2068514 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 511630 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1536708 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 27596 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 49359 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2125293 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2118416 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2068514 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 49902 | RemainingDistriFromCorpus |
| Total Corpus | 2175195 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 511630 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1663565 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1536708 | ExcessFromYear4 |
| Excess From Year2 | 27596 | ExcessFromYear2 |
| Excess From Year1 | 49359 | ExcessFromYear1 |
| Excess From Current Year | 49902 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILLIP PERKINS | ContributingManager |
| Contributing Manager | TODD PERKINS | ContributingManager |
| Contributing Manager | JILL PERKINS | ContributingManager |
| Contributing Manager | ROBERT H PERKINS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| TEACH FOR AMERICA MILWAUKEE | ||||||
| 310 WEST WISCONSIN AVE | MILWAUKEE | WI | 53202 | PUBLIC | GENERAL USE | $30,000 |
| YMCA - GRAND RAPIDS | ||||||
| 475 LAKE MICHIGAN DR NW | GRAND RAPIDS | MI | 49504 | PUBLIC | GENERAL USE | $10,000 |
| WEDGWOOD - NORTHPOINT CHARTER | ||||||
| 3300 36TH ST SE | GRAND RAPIDS | MI | 49512 | PUBLIC | GENERAL USE | $500 |
| TEACH FOR AMERICA DETROIT | ||||||
| 315 W 36TH | NEW YORK | NY | 10018 | PUBLIC | GENERAL USE | $30,000 |
| TEACH FOR AMERICA CLEVELAND | ||||||
| 3615 SUPERIOR AVE | CLEVELAND | OH | 44114 | PUBLIC | GENERAL USE | $30,000 |
| SILOAH LUTHERAN SCHOOL | ||||||
| 3721 NORTH 21ST ST | MILWAUKEE | WI | 53206 | PUBLIC | GENERAL USE | $30,000 |
| NEW BRANCHES CHARTER SCHOOL | ||||||
| 256 ALGER SE | GRAND RAPIDS | MI | 49507 | PUBLIC | GENERAL USE | $90,000 |
| FLOSSMOOR COMMUNITY CHURCH | ||||||
| 2418 HUTCHISON | FLOSSMOOR | IL | 60422 | PUBLIC | GENERAL USE | $500 |
| DETROIT EDISON CHARTER ACADEMY | ||||||
| 1903 WILKINS | DETROIT | MI | 48207 | PUBLIC | GENERAL USE | $90,000 |
| COMMUNITY FOUNDATION OF HOLLAND-ZEE | ||||||
| 70 WEST 8TH STREET | HOLLAND | MI | 49423 | PUBLIC | GENERAL USE | $2,500 |
| ATONEMENT LUTHERAN SCHOOL | ||||||
| 4224 WEST RUBY AVENUE | MILWAUKEE | WI | 53209 | PUBLIC | GENERAL USE | $30,000 |
| PRAIRIE STATE COLLEGE | ||||||
| 1 UNIVERSITY PARKWAY | UNIVERSITY PARK | IL | 60466 | PUBLIC | SCHOLARSHIP | $3,000 |
| INTERGENERATIONAL SCHOOL | ||||||
| 1417 EAST 36TH STREET | CLEVELAND | OH | 44114 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $75,000 |
| HENRY BOOTH HOUSE | ||||||
| 2907 SOUTH WABASH | CHICAGO | IL | 60616 | PUBLIC | GENERAL USE | $1,200 |
| E-PREP SCHOOLS | ||||||
| 1417 EAST 36TH STREET | CLEVELAND | OH | 44114 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $90,000 |
| COLUMBIA COLLEGE | ||||||
| 600 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60605 | PUBLIC | SCHOLARSHIP | $5,000 |
| CITIZENS ACADEMY | ||||||
| 1417 E 36TH STREET | CLEVELAND | OH | 44114 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $90,000 |
| GRACE LUTHERAN SCHOOL CLEF | ||||||
| 861 SOUTH CHURCH ROAD | BENSENVILLE | IL | 60106 | PUBLIC | GENERAL USE | $63,000 |
| BOYS AND GIRLS CLUB OF GRAND RAPIDS | ||||||
| 235 STRAIGHT AVENUE NW | GRAND RAPIDS | MI | 49504 | PUBLIC | GENERAL USE | $25,000 |
| ST LOUIS COMMUNITY FOUNDATION | ||||||
| 319 NORTH 4TH STREET | ST LOUIS | MO | 63102 | PUBLIC | GENERAL USE | $7,500 |
| THORNTON ALUMNI LEGACY FUND | ||||||
| 6719 POND VIEW DRIVE | TINLEY PARK | IL | 60477 | PUBLIC | SCHOLARSHIP | $15,000 |
| ST PAUL LUTHERAN SCHOOL | ||||||
| 861 S CHURCH | BENSENVILLE | IL | 60106 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $89,600 |
| JUNIOR ACHIEVEMENT | ||||||
| 651 W WASHINGTON BLVD 404 | CHICAGO | IL | 60661 | PUBLIC | GENERAL USE | $10,000 |
| CATALYST - HOWLAND CAMPUS | ||||||
| 5608 WEST WASHINGTON BLVD | CHICAGO | IL | 60644 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $90,000 |
| BOYS AND GIRLS CLUB OF HOLLAND | ||||||
| 435 VAN RAALTE AVENUE | HOLLAND | MI | 49423 | PUBLIC | GENERAL USE | $55,550 |
| BACK OF THE YARDS CAMPUS-SAN MIGUEL | ||||||
| 1949 WEST 48TH STREET | CHICAGO | IL | 60609 | PUBLIC | GENERAL USE | $90,000 |
| CATALYST - CIRCLE ROCK CAMPUS | ||||||
| 5608 WEST WASHINGTON BLVD | CHICAGO | IL | 60644 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $90,000 |
| SCHOOLS THAT CAN | ||||||
| 1040 FIRST AVENUE | NEW YORK | NY | 10022 | PUBLIC | VALIDATION STUDIES | $60,000 |
| POTTER'S HOUSE ELEMENTARY SCHOOL | ||||||
| 810 VAN RAALTE SW | GRAND RAPIDS | MI | 49509 | PUBLIC | GENERAL USE | $90,000 |
| GLENWOOD ACADEMY | ||||||
| 500 WEST 187TH | GLENWOOD | IL | 60425 | PUBLIC | GENERAL USE | $2,600 |
| ERIE ELEMENTARY CHARTER SCHOOL | ||||||
| 2510 W CORTEZ | CHICAGO | IL | 60622 | PUBLIC | ACADEMIC PROGRAM EXPENSE | $100,000 |
| CAMBRIDGE SCHOOL OF CHICAGO | ||||||
| 1014 EAST 47TH STREET | CHICAGO | IL | 60653 | PUBLIC | TUITION ASSISTANCE | $120,000 |
| ST AGNES CATHOLIC SCHOOL | ||||||
| 1501 CHICAGO ROAD | CHICAGO HEIGHTS | IL | 60411 | PUBLIC | TUITION ASSISTANCE | $285,390 |
| MARCY NEWBERRY ASSN | ||||||
| 1073 WEST MAXWELL STREET | CHICAGO | IL | 60608 | PUBLIC | GENERAL USE | $317,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2118416 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 3 | ExclusionCode |
| Exclusion | $1,963,827 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 3 | ExclusionCode |
| Exclusion | $325,745 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 3 | ExclusionCode |
| Exclusion | -$42,831 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,246,741 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2246741 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (7 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 7 | BURT W ENGELBERG | 20 NORTH CLARK STREET | CHICAGO | IL | 60602 | 20000 | X |
| 6 | PHILLIP PERKINS TRUST | 16940 RILEY STREET | HOLLAND | MI | 49424 | 75000 | X |
| 5 | N THEODORE HANS | 4909 CENTRAL AVENUE | WESTERN SPRINGS | IL | 60558 | 20000 | X |
| 4 | ALAN F ERMSHLER | 18522 STEWART AVE | HOMEWOOD | IL | 60430 | 13000 | X |
| 3 | CURT STINE | N4279 COUNTY ROAD N | ARKANSAW | WI | 54721 | 22000 | X |
| 2 | ROBERT PERKINS TRUST | 1424 DARTMOUTH | FLOSSMOOR | IL | 60422 | 360000 | X |
| 1 | TODD PERKINS TRUST | 1410 ASBURY AVENUE | EVANSTON | IL | 60201 | 75000 | X |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItem |
| Cost Or Other Basis | 75000 | CostOrOtherBasis |
| Book Value | 75000 | BookValue |
| EOYFMV | 75000 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ENGELBERG & SMITH | Category |
| Amount | $4,000 | Amount |
| Net Investment Income | 4000 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2011 EXCISE TAXES | Description |
| Amount | $25,066 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TELEPHONE | 1668 | 1668 |
| POSTAGE | 2 | 2 |
| PARKING & TOLLS | 446 | 446 |
| OFFICE SUPPLIES | 688 | 688 |
| MEETING EXPENSES | 1797 | 1797 |
| INTERNET | 954 | 954 |
| CONFERENCES | 250 | 250 |
| BANK CHARGES | 178 | 178 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 325745 | RevenueAndExpensesPerBooks |
| Net Investment Income | 325745 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| SOCIAL SECURITY/MEDICARE | $7,803 | 7803 |
| REAL ESTATE TAXES | $2,860 | 2860 |
| MICHIGAN UNEMPLOYMENT TAXES | $273 | 273 |
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