PERKINS MALO HUNTER FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: PERKINS MALO HUNTER FOUNDATION (EIN 36-4098513)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-05-16
IRS object ID: 201121369349101342
Schema version: 2010v3.2
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Schedule B
Investments Land Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-16T10:34:22-07:00	Timestamp
Tax Period End Date	2010-12-31	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 3200	AddressLine1
City	CHICAGO	City
State	IL	State
ZIP Code	606025093	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	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	2011-05-16	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Burt W Engelberg	Name

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	38632449	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	712000	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	769485	DividendsRevAndExpnss
Dividends Net Invst Incm	769485	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	51660	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	13131042	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	51660	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	285876	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	285876	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1819021	TotalRevenueAndExpenses
Total Net Investment Income	1107021	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	125473	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	125473	CompOfcrDirTrstNetInvstIncm
Legal Fees Rev And Expnss	4000	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	4000	LegalFeesNetInvstIncm
Interest Rev And Expnss	634	InterestRevAndExpnss
Interest Net Invst Incm	634	InterestNetInvstIncm
Taxes Rev And Expnss	10351	TaxesRevAndExpnss
Taxes Net Invst Incm	10351	TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss	0	DeprecAndDepletionRevAndExpnss
Trav Conf Meeting Rev And Expnss	4980	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	4980	TravConfMeetingNetInvstIncm
Other Expenses Rev And Expnss	15923	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	15923	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	161361	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	161361	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1799061	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1799061	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1960422	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	161361	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	1799061	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-141401	ExcessOfRevenueOverExpenses
Net Investment Income	945660	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1531158	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	708465	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	708465	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	32387906	InvestmentsCorpStockBOY
Investments Corp Stock EOY	33085154	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	37848984	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	33994064	TotalAssetsBOY
Total Assets EOY	33868619	TotalAssetsEOY
Total Assets EOYFMV	38632449	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	33994064	CapitalStockBOY
Capital Stock EOY	33868619	CapitalStockEOY
Total Net Assets BOY	33994064	TotalNetAssetsBOY
Total Net Assets EOY	33868619	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	33994064	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	33868619	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	33994064	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-141401	ExcessOfRevenueOverExpenses
Other Increases	40216	OtherIncreases
Subtotal	33892879	Subtotal
Other Decreases	24260	OtherDecreases
Total Net Assets Fund Balances EOY	33868619	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (54 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
185,873.606 Vanguard Short Term	P	2009-11-03	2010-12-31	2000000	2035316	-35316	-35316
92,081.031 Vanguard Short Term	P	2009-11-03	2010-12-20	1000000	1008287	-8287	-8287
36,650.559 Vanguard Short Term	P	2009-11-03	2010-11-17	401324	401324
35,256.833 Vanguard Short Term	P	2009-11-02	2010-11-17	386062	386062
1,151.969 Vanguard Short Term	P	2010-10-29	2010-11-17	12614	12683	-69	-69
22,727.273 Vanguard Short Term	P	2009-11-02	2010-10-19	250000	248864	1136	1136
26,062.605 Vanguard Short Term	P	2009-11-02	2010-10-15	286428	285386	1042	1042
1,234.938 Vanguard Short Term	P	2010-09-30	2010-10-15	13572	13547	25	25
11,425.960 Vanguard Short Term	P	2009-11-02	2010-09-17	125000	125114	-114	-114
25,985.397 Vanguard Short Term	P	2009-11-02	2010-09-07	284540	284540
1,411.863 Vanguard Short Term	P	2010-09-01	2010-09-07	15460	15474	-14	-14
27,422.303 Vanguard Short Term	P	2009-11-02	2010-08-10	300000	300274	-274	-274
22,935.780 Vanguard Short Term	P	2009-11-02	2010-07-28	250000	251147	-1147	-1147
10,832.251 Vanguard Short Term	P	2009-11-02	2010-07-26	118072	118613	-541	-541
53.385 Vanguard Short Term	P	2009-10-30	2010-07-26	582	585	-3	-3
31,979.351 Vanguard Short Term	P	2009-12-11	2010-07-26	348575	351453	-2878	-2878
35,116.664 Vanguard Short Term	P	2009-01-17	2010-07-26	382772	385932	-3160	-3160
36,663.611 Vanguard Short Term	P	2009-11-17	2010-07-22	400000	402933	-2933	-2933
9,174,312 Vanguard Short Term	P	2009-11-17	2010-07-20	100000	100826	-826	-826
10,037.224 Vanguard Short Term	P	2009-11-17	2010-07-15	109305	110309	-1004	-1004
8,328.249 Tortoise Energy Capital Corp	P	2009-11-23	2010-07-15	90695	91611	-916	-916
806 Tortoise Energy Capital Corp	P	2010-06-01	2010-06-08	18460	18151	309	309
1,461 Tortoise Energy Capital Corp	P	2008-11-28	2010-06-02	34210	11920	22290	22290
1,143 Tortoise Energy Capital Corp	P	2009-03-02	2010-06-02	26764	12404	14360	14360
969 Tortoise Energy Capital Corp	P	2009-06-01	2010-06-02	22690	14180	8510	8510
2,000 Tortoise Energy Capital Corp	P	2008-09-18	2010-06-02	46831	29418	17413	17413
884 Tortoise Energy Capital Corp	P	2009-09-01	2010-06-02	20699	15448	5251	5251
823 Tortoise Energy Capital Corp	P	2009-11-30	2010-06-02	19271	16521	2750	2750
685 Tortoise Energy Capital Corp	P	2008-09-02	2010-06-02	16040	13842	2198	2198
1,000 Tortoise Energy Capital Corp	P	2008-04-17	2010-06-02	23416	21890	1526	1526
783. Tortoise Energy Capital Corp	P	2010-03-01	2010-06-02	18334	17208	1126	1126
568 Tortoise Energy Capital Corp	P	2008-03-03	2010-06-02	13300	12873	427	427
595 Tortoise Energy Capital Corp	P	2008-06-02	2010-06-02	13932	13504	428	428
325 Tortoise Energy Capital Corp	P	2007-11-30	2010-06-02	7610	7399	211	211
8,607 Tortoise Energy Capital Corp	P	2008-02-14	2010-06-02	201538	208506	-6968	-6968
5,275 Tortoise Energy Capital Corp	P	2008-02-14	2010-06-01	124638	127788	-3150	-3150
4,000 Tortoise Energy Capital Corp	P	2007-01-05	2010-06-01	94513	101697	-7184	-7184
1,700 Tortoise Energy Capital Corp	P	2007-01-18	2010-06-01	40168	44179	-4011	-4011
300 Tortoise Energy Capital Corp	P	2010-01-23	2010-06-01	7088	7798	-710	-710
2,000 Tortoise Energy Capital Corp	P	2007-01-12	2010-06-01	47256	52470	-5214	-5214
8,000 Tortoise Energy Capital Corp	P	2006-12-13	2010-06-01	189025	214114	-25089	-25089
218 Tortoise Energy Capital Corp	P	2007-03-15	2010-06-01	5151	6112	-961	-961
266. Tortoise Energy Capital Corp	P	2007-06-01	2010-06-01	6285	7757	-1472	-1472
3,782.000 Tortoise Energy Capital Corp	P	2007-04-16	2010-06-01	89362	114749	-25387	-25387
13,863.216 Vanguard Short Term Fed Adm Fd	P	2009-11-23	2010-05-19	150000	152495	-2495	-2495
91,444.899 Vanguard Short Term Fed Adm Fd	P	2009-11-23	2010-04-27	984862	1005894	-21032	-21032
1,405.612 Vanguard Short Term Fed Adm Fd	P	2009-11-30	2010-04-27	15138	15504	-366	-366
12,400 iShares Morningstar	P	2006-05-10	2010-01-26	705646	731709	-26063	-26063
2,000 iShares Morningstar	P	2007-04-16	2010-01-26	113814	134400	-20586	-20586
41,532.072 Perkins Small Cap Value Instl	P	2008-12-31	2010-01-14	900000	628380	271620	271620
6,148.335 Janus Perkins Mid Cap Value	P	2008-12-31	2010-01-14	125242	91918	33324	33324
3,582.220 Janus Perkins Mid Cap Value	P	2009-06-24	2010-01-14	72970	57674	15296	15296
582.001 Janus Perkins Mid Cap Value	P	2009-12-18	2010-01-14	11855	11372	483	483
102,598.588 Janus Perkins Mid Cap Value	P	2001-07-02	2010-01-14	2089933	2229828	-139895	-139895

Field	Value	IRS element (for citing)
Capital Gain Net Income	51660	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	-7904	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	1487498	QualifyingDistributionsYear1
Noncharitable Assets Year1	30005016	NoncharitableAssetsYear1
Distribution Ratio Year1	0.04958	DistributionRatioYear1
Qualifying Distributions Year2	2917350	QualifyingDistributionsYear2
Noncharitable Assets Year2	27951315	NoncharitableAssetsYear2
Distribution Ratio Year2	0.10437	DistributionRatioYear2
Qualifying Distributions Year3	2100478	QualifyingDistributionsYear3
Noncharitable Assets Year3	32915955	NoncharitableAssetsYear3
Distribution Ratio Year3	0.06381	DistributionRatioYear3
Qualifying Distributions Year4	1544933	QualifyingDistributionsYear4
Noncharitable Assets Year4	28697095	NoncharitableAssetsYear4
Distribution Ratio Year4	0.05384	DistributionRatioYear4
Qualifying Distributions Year5	1006493	QualifyingDistributionsYear5
Noncharitable Assets Year5	25514793	NoncharitableAssetsYear5
Distribution Ratio Year5	0.03945	DistributionRatioYear5
Total Distribution Ratio	0.31104	TotalDistributionRatio
Average Distribution Ratio	0.06221	AverageDistributionRatio
Net Noncharitable Assets	35807569	NetNoncharitableAssets
Adjusted Noncharitable Assets	2227553	AdjustedNoncharitableAssets
One Percent Net Investment Income	9457	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	2237010	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1799061	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	18913	InvestmentIncomeExciseTax
Subtotal	18913	Subtotal
Tax Based On Investment Income	18913	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	11200	EstTaxPaymentsAndOverpayment
Total Credits And Payments	11200	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	233	PenaltyForUnderpayment
Tax Due	7946	TaxDue
Amount Credited To Next Year	0	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	23473
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	35908573	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	444289	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	36352862	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	36352862	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	545293	CashDeemedCharitable
Net Noncharitable Assets	35807569	NetNoncharitableAssets
Minimum Investment Return	1790378	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1790378	MinimumInvestmentReturn
Tax Based On Investment Income	18913	TaxBasedOnInvestmentIncome
Total Tax	18913	TotalTax
Distributable Amount Before Adj	1771465	DistributableAmountBeforeAdj
Distributable Amount Before Ded	1771465	DistributableAmountBeforeDed
Distributable Amount As Adjusted	1771465	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1799061	ExpensesAndContributions
Qualifying Distributions	1799061	QualifyingDistributions
Adj Qualifying Distributions	1799061	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1771465	DistributableAmountAsAdjusted
Excess Distri Carryover Year4	1461	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	511630	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	1536708	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	2049799	TotalExcessDistriCarryover
Qualifying Distributions	1799061	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	1771465	AppliedToCurrentYear
Remaining Distri From Corpus	27596	RemainingDistriFromCorpus
Total Corpus	2077395	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	2077395	ExcessDistriCyovToNextYear
Excess From Year4	1461	ExcessFromYear4
Excess From Year3	511630	ExcessFromYear3
Excess From Year2	1536708	ExcessFromYear2
Excess From Current Year	27596	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
PAWS CHICAGO
1110 W 35TH STREET	CHICAGO	IL	60609	PUBLIC	GENERAL USE	$1,000
SCHOLARS ACADEMY
4500 POPE AVENUE	ST LOUIS	MO	63115	PUBLIC	GENERAL USE	$30,000
TREY WHITFIELD
17 HINSDALE STREET	BROOKLYN	NY	11207	PUBLIC	GENERAL USE	$30,000
RAYS OF HOPE FOR HAITI
964 BURTON STREET SE	GRAND RAPIDS	MI	49507	PUBLIC	GENERAL USE	$2,000
MARCONI COMMUNITY SCHOOL
230 N KOLMAR	CHICAGO	IL	60624	PUBLIC	GENERAL USE	$3,000
NOBLE CIRCLE PROJECT
PO BOX 75012	DAYTON	OH	45475	PUBLIC	GENERAL USE	$2,000
GRACE LUTHERAN SCHOOL CLEF
861 SOUTH CHURCH ROAD	BENSENVILLE	IL	60106	PUBLIC	GENERAL USE	$30,000
BOYS AND GIRLS CLUB OF GRAND RAPIDS
235 STRAIGHT AVENUE NW	GRAND RAPIDS	MI	49504	PUBLIC	GENERAL USE	$25,000
YOUNG LIFE
96 WEST 15TH STREET SUITE 108	HOLLAND	MI	49423	PUBLIC	GENERAL USE	$1,000
STREET SQUASH
40 WEST 116TH STREET	NEW YORK	NY	10170	PUBLIC	GENERAL USE	$2,500
ST LOUIS COMMUNITY FOUNDATION
319 NORTH 4TH STREET	ST LOUIS	MO	63102	PUBLIC	GENERAL USE	$7,500
SAINT IGNATIUS COLLEGE PREP
1076 W ROOSEVELT ROAD	CHICAGO	IL	60608	PUBLIC	GENERAL USE	$5,000
COLLEGE OF DUPAGE
425 FAWELL BLVD	GLEN ELLYN	IL	60137	PUBLIC	GENERAL USE	$3,000
THORNTON ALUMNI LEGACY FUND
6719 POND VIEW DRIVE	TINLEY PARK	IL	60477	PUBLIC	GENERAL USE	$11,000
ST PAUL LUTHERAN SCHOOL
861 S CHURCH	BENSENVILLE	IL	60106	PUBLIC	GENERAL USE	$89,200
JUNIOR ACHIEVEMENT
651 W WASHINGTON BLVD 404	CHICAGO	IL	60661	PUBLIC	GENERAL USE	$10,000
GARY COMER CAMPUS
1949 WEST 48TH ST	CHICAGO	IL	60609	PUBLIC	GENERAL USE	$60,000
CATALYST - HOWLAND CAMPUS
1949 WEST 48TH STREET	CHICAGO	IL	60609	PUBLIC	GENERAL USE	$60,000
BOYS AND GIRLS CLUB OF HOLLAND
435 VAN RAALTE AVENUE	HOLLAND	MI	49423	PUBLIC	GENERAL USE	$55,000
BACK OF THE YARDS CAMPUS-SAN MIGUEL
1949 WEST 48TH STREET	CHICAGO	IL	60609	PUBLIC	GENERAL USE	$60,000
CATALYST - CIRCLE ROCK CAMPUS
1949 WEST 48TH	CHICAGO	IL	60609	PUBLIC	GENERAL USE	$60,000
YOUNG SCHOLARS CHARTER SCHOOL
900 NORTH MARSHALL STREET	PHILADELPHIA	PA	19123	PUBLIC	GENERAL USE	$75,000
YOUNG LEADERS ACADEMY
1350 W NORTH AVE	MILWAUKEE	WI	53205	PUBLIC	GENERAL USE	$70,000
VFW POST 8077
VFW POST 8077	HOMEWOOD	IL	60430	PUBLIC	GENERAL USE	$1,000
SPRUCE HILL
4115 BALTIMORE	PHILADELPHIA	PA	19104	PUBLIC	GENERAL USE	$90,000
SCHOOLS THAT CAN
2514 MARCY ST	EVANSTON	IL	60201	PUBLIC	GENERAL USE	$39,000
MILWAUKEE COLLEGE PREP
1530 W CENTER STREET	MILWAUKEE	IL	53206	PUBLIC	GENERAL USE	$30,000
ST CROIX VALLEY COMMUNITY FOUNDATIO
516 SECOND STREET 214	HUDSON	IL	54016	PUBLIC	GENERAL USE	$30,000
POTTER'S HOUSE
810 VAN RAALTE SW	GRAND RAPIDS	MI	49509	PUBLIC	GENERAL USE	$75,000
GLENWOOD SCHOOL FOR BOYS
500 WEST 187TH	GLENWOOD	IL	60425	PUBLIC	GENERAL USE	$1,650
ERIE ELEMENTARY CHARTER SCHOOL
2510 W CORTEZ	CHICAGO	IL	60622	PUBLIC	GENERAL USE	$100,000
CAMBRIDGE SCHOOL
4611 SOUTH ELLIS AVE	CHICAGO	IL	60653	PUBLIC	GENERAL USE	$120,000
ST AGNES CATHOLIC SCHOOL
1501 CHICAGO ROAD	CHICAGO HEIGHTS	IL	60411	PUBLIC	GENERAL USE	$312,570
MARCY NEWBERRY ASSN
1073 WEST MAXWELL STREET	CHICAGO	IL	60608	PUBLIC	GENERAL USE	$307,641

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1799061	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	$769,485	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	3	ExclusionCode
Exclusion	$285,876	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	3	ExclusionCode
Exclusion	$51,660	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$1,107,021	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	1107021	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 (4 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType
4	N THEODORE HANS	4909 CENTRAL AVENUE	WESTERN SPRINGS	IL	60558	12000	X
3	ROBERT PERKINS TRUST	311 SOUTH WACKER DRIVE	CHICAGO	IL	60606	100000	X
2	ROBERT PERKINS TRUST	311 SOUTH WACKER DRIVE	CHICAGO	IL	60606	500000	X
1	TODD PERKINS	1410 ASBURY AVENUE	EVANSTON	IL	60201	100000	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	AllianceBernstein ordinary loss per K-1	Description
Amount	$24,260	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
TELEPHONE	3093	3093
RESEARCH MATERIALS	291	291
POSTAGE	78	78
OFFICE SUPPLIES	552	552
MEETING EXPENSES	1453	1453
INTERNET	747	747
INSURANCE	9198	9198
ALLIANCEBERNSTEIN CHARITABLE PER K-1	511	511

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	Other Investment Income	Description
Revenue And Expenses Per Books	285876	RevenueAndExpensesPerBooks
Net Investment Income	285876	NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
PWMCO, LLC NONDIVIDEND DISTRIBUTIONS	$38,743
PWMCO, LLC LIQUIDATION DISTRIBUTIONS	$1,473

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
SOCIAL SECURITY/MEDICARE	$7,803	7803
REAL ESTATE TAXES	$2,548	2548

PERKINS MALO HUNTER FOUNDATION: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (54 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo (4 entries)

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLand

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments