PERKINS MALO HUNTER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS MALO HUNTER FOUNDATION (EIN 36-4098513)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202601359349103055
- Schema version
- 2025v4.1
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:03:38-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364229793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGELBERG & SMITH | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 NORTH CLARK STREET 3000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | BusinessNameLine1Txt |
| 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 | 2427 LAKEFRONT DRIVE | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP PERKINS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Burt Engelberg | PreparerPersonNm |
| PTIN | P00839403 | PTIN |
| Phone | 3125801236 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,074,679 | 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 | $904,713 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $181 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $181 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,787,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,787,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,179,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,361,424 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,179,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $422,260 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $422,260 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,294,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,389,746 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $244,587 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $244,587 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,773 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,773 | OthEmplSlrsWgsNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $6,200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,200 | LegalFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,006 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,728 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,728 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $43,172 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,172 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $324,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $324,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,109,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,109,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,433,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $324,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,109,079 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,860,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,065,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,275,558 | CashBOYAmt |
| Cash EOY | $5,395,004 | CashEOYAmt |
| Cash EOYFMV | $5,395,004 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,267,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,112,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,112,146 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,347,570 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,876,041 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,904,464 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,654,990 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,946,241 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,219,004 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $466,839 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $466,839 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $510,625 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $12,762,379 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,982,463 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,933,436 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $58,775,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,778,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,074,679 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $58,775,216 | CapitalStockBOYAmt |
| Capital Stock EOY | $60,778,734 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,775,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,778,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,775,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,778,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,775,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,860,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $216,172 | OtherIncreasesAmt |
| Subtotal | $60,852,302 | SubtotalAmt |
| Other Decreases | $73,568 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,778,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Various Stock sales Charles Schwab attached | P | 2024-01-01 | 2025-12-31 | $5,425,859 | $5,121,294 | $304,565 | $304,565 |
| Various Stock sales Charles Schwab attached | P | 2024-01-01 | 2025-12-31 | $12,135,846 | $8,418,220 | $3,717,626 | $3,717,626 |
| Various Stock sales Charles Schwab attached | P | 2024-01-01 | 2025-12-31 | $234,716 | $217,908 | $16,808 | $16,808 |
| Various Stock sales Charles Schwab attached | P | 2024-01-01 | 2025-12-31 | $9,383,411 | $7,252,371 | $2,131,040 | $2,131,040 |
| Various Stock sales Charles Schwab attached | P | 2024-01-01 | 2025-12-31 | $181,592 | $172,188 | $9,404 | $9,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,179,443 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $112,107 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $112,107 | SubtotalAmt |
| Tax Based On Investment Income | $112,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $48,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,691 | EsPenaltyAmt |
| Tax Due | $66,398 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6164038951 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2427 LAKEFRONT DRIVE | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49424 | ZIPCd |
| 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT H PERKINS | ||||||
| 1 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 | $0 |
| 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 | $33,210,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,424,008 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,634,197 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $58,634,197 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $879,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,754,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,887,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,887,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $112,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $112,107 | TotalTaxAmt |
| Distributable Before Adj | $2,775,627 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,775,627 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,775,627 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,109,079 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,109,079 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,775,627 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,175,944 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,277,515 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,538,702 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,028,460 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,277,677 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,298,298 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,109,079 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,775,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,333,452 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,631,750 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,175,944 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,455,806 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,277,515 | ExcessFromYear4Amt |
| Excess From Year3 | $2,538,702 | ExcessFromYear3Amt |
| Excess From Year2 | $3,028,460 | ExcessFromYear2Amt |
| Excess From Year1 | $3,277,677 | ExcessFromYear1Amt |
| Excess From Current Year | $4,333,452 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST AGNES CATHOLIC SCHOOL | ||||||
| 1501 CHICAGO ROAD | CHICAGO HEIGHTS | IL | 60411 | PC | TUITION ASSISTANCE | $120,000 |
| ERIE ELEMENTARY CHARTER SCHOOL | ||||||
| 1405 N WASHTENAW ST | CHICAGO | IL | 60622 | PC | ACADEMIC PROGRAM EXPENSE | $120,000 |
| YOUNG SCHOLARS CHARTER SCHOOL | ||||||
| 900 NORTH MARSHALL STREET | PHILADELPHIA | PA | 19123 | PC | ACADEMIC PROGRAM EXPENSES | $45,000 |
| CATALYST CHARTER SCHOOLS CHICAGO | ||||||
| 6727 SOUTH CALIFORNIA AVENUE | CHICAGO | IL | 60629 | PC | ACADEMIC PROGRAM EXPENSE | $240,000 |
| BOYS AND GIRLS CLUB OF HOLLAND | ||||||
| 435 VAN RAALTE AVENUE | HOLLAND | MI | 49423 | PC | General Operating Expense | $76,600 |
| THORNTON ALUMNI LEGACY FUND | ||||||
| PO BOX 998 | MOKENA | IL | 60448 | PC | COLLEGE TUITION ASSISTANCE | $6,000 |
| BOYS AND GIRLS CLUB OF GRAND RAPIDS | ||||||
| 235 STRAIGHT AVENUE NW | GRAND RAPIDS | MI | 49504 | PC | General Operating Expense | $50,000 |
| TREY WHITFIELD SCHOOL | ||||||
| 17 HINSDALE STREET | BROOKLYN | NY | 11207 | PC | Tuition Assistance | $30,000 |
| INTERGENERATIONAL SCHOOL | ||||||
| 11327 SHAKER BLVD | CLEVELAND | OH | 44104 | PC | ACADEMIC PROGRAM EXPENSE | $240,000 |
| LEARN CHARTER NETWORK | ||||||
| 212 S FRANCISCO | CHICAGO | IL | 60612 | PC | ACADEMIC PROGRAM EXPENSES | $500,000 |
| TEACH FOR AMERICA CLEVELAND | ||||||
| 3615 SUPERIOR AVE SUITE 3102-A | CLEVELAND | OH | 44114 | PC | GENERAL OPERATING EXPENSES | $75,000 |
| TEACH FOR AMERICA DETROIT | ||||||
| 1938 FRANKLIN STREET | DETROIT | MI | 48207 | PC | GENERAL OPERATING EXPENSES | $75,000 |
| TEACH FOR AMERICA MILWAUKEE | ||||||
| 310 WEST WISCONSIN AVENU SUITE 110 | MILWAUKEE | WI | 53202 | PC | GENERAL OPERATING EXPENSES | $75,000 |
| HOME WORKS | ||||||
| 225 LINDEN AVE | ST LOUIS | MO | 63105 | PC | GENERAL USE | $5,000 |
| ROCKETSHIP PUBLIC SCHOOLS | ||||||
| 2933 WEST CLEVELAND AVENUE | MILWAUKEE | WI | 53215 | PC | ACADEMIC PROGRAM EXPENSES | $240,000 |
| SAN MIGUEL CHICAGO | ||||||
| 1954 WEST 48TH STREET | CHICAGO | IL | 60609 | PC | Tuition Assistance | $120,000 |
| URBAN COMMUNITY SCHOOL | ||||||
| 4909 LORAIN AVENUE | CLEVELAND | OH | 44102 | PC | TUITION ASSISTANCE | $120,000 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||
| 3615 SUPERIOR AVE STE 3102-A | CLEVELAND | OH | 44114 | PC | ACADEMIC PROGRAM EXPENSES | $500,000 |
| MILWAUKEE COLLEGE PREP | ||||||
| 1228 W LLOYD STREET | MILWAUKEE | WI | 53205 | PC | ACADEMIC PROGRAM EXPENSES | $300,000 |
| TINDLEY ACCELERATED SCHOOLS | ||||||
| 3960 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| SPECIAL OLYMPICS - ILLINOIS | ||||||
| 605 E WILLOW STREET | NORMAL | IL | 61761 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| KIPP CHICAGO | ||||||
| 2007 SOUTH HALSTED STREET | CHICAGO | IL | 60608 | PC | ACADEMIC PROGRAM EXPENSES | $300,000 |
| KIPP INDIANAPOLIS | ||||||
| 1740 EAST 30TH STREET | INDIANAPOLIS | IN | 46218 | PC | ACADEMIC PROGRAM EXPENSES | $240,000 |
| KIPP ST LOUIS | ||||||
| 1310 PAPIN STREET SUITE 203 | ST LOUIS | MO | 63103 | PC | ACADEMIC PROGRAM EXPENSES | $300,000 |
| LINK EDUCATION PARTNERS | ||||||
| 23 PENNSYLVANIA AVE | NEWARK | NJ | 07144 | PC | ACADEMIC PROGRAM EXPENSES | $45,000 |
| OAKS ACADEMY | ||||||
| 2301 NORTH PARK AVENUE | INDIANAPOLIS | IN | 46205 | PC | TUITION ASSISTANCE | $240,000 |
| SAINT MARTIN DE PORRES HIGH SCHOOL | ||||||
| 6111 LAUSCHE AVENUE | CLEVELAND | OH | 44103 | PC | TUITION ASSISTANCE | $120,000 |
| ST MARCUS SCHOOL | ||||||
| 2215 NORTH PALMER STREET | MILWAUKEE | WI | 53212 | PC | TUITION ASSISTANCE | $240,000 |
| CHICAGOLAND LUTHERAN EDUCATION FOUN | ||||||
| 861 S CHURCH RD | BENSENVILLE | IL | 60106 | PC | TUITION ASSISTANCE | $300,000 |
| MANCHESTER ACADEMIC CHARTER SCHOOL | ||||||
| 1214 LIVERPOOL ST | PITTSBURGH | PA | 15233 | PC | ACADEMIC PROGRAM EXPENSES | $120,000 |
| NAMASTE CHARTER SCHOOL | ||||||
| 3737 PAULINA ST | CHICAGO | IL | 60609 | PC | ACADEMIC PROGRAM EXPENSES | $90,000 |
| NEW PARADIGM FOR EDUCATION | ||||||
| 2001 LABELLE STREET | DETROIT | MI | 48238 | PC | ACADEMIC PROGRAM EXPENSES | $300,000 |
| POLARIS CHARTER ACADEMY | ||||||
| 620 N SAWYER AVENUE | CHICAGO | IL | 60624 | PC | ACADEMIC PROGRAM EXPENSES | $120,000 |
| SCHOOLS THAT CAN - CHICAGO | ||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | PC | GENERAL OPERATING EXPENSES | $60,000 |
| UNITED COMMUNITY CENTER | ||||||
| 1028 S 9TH STREET | MILWAUKEE | WI | 53204 | PC | ACADEMIC PROGRAM EXPENSES | $240,000 |
| PHILANTHROPY ROUNDTABLE | ||||||
| 1120 20TH ST NW SUITE 550 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING EXPENSE | $1,000 |
| TEACH FOR AMERICA CHICAGO | ||||||
| 300 WEST ADAM STREET 1000 | CHICAGO | IL | 60606 | PC | GENERAL OPERATING EXPENSES | $75,000 |
| COMMUNITY FOUNDATION OF HOLLANDZEEL | ||||||
| 85 E8TH STREET | HOLLAND | MI | 49423 | PC | Tuition Assistance | $12,500 |
| UNITED SCHOOLS OF INDIANAPOLIS | ||||||
| 3980 MEADOWS DR | INDIANAPOLIS | IN | 46205 | PC | Acacdemic Program Expense | $240,000 |
| HOWARD FULLER COLLEGIATE ACADEMY | ||||||
| 4030 N 29th Street | Milwaukee | WI | 53216 | PC | Academic Program Expense | $120,000 |
| CARDINAL STRITCH FOUNDATION | ||||||
| 1073 WEST MAXWELL STREET | CHICAGO | IL | 60608 | PC | TUITION ASSISTANCE | $282,979 |
| DETROIT ACHIEVEMENT ACADEMY | ||||||
| 7000 W OUTER DRIVE | DETROIT | MI | 48235 | PC | ACADEMIC PROGRAM EXPENSES | $120,000 |
| DETROIT PREP | ||||||
| 8411 SYLVESTER | DETROIT | MI | 48214 | PC | ACADEMIC PROGRAM EXPENSES | $120,000 |
| TEACH FOR AMERICA INDIANAPOLIS | ||||||
| 1309 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | PC | GENERAL OPERATING EXPENSES | $75,000 |
| KIPP DETROIT | ||||||
| 19321 W CHICAGO | DETROIT | MI | 48228 | PC | ACADEMIC PROGRAM EXPENSES | $75,000 |
| BOYS GIRLS CLUB OF MUSKEGON LAKESHO | ||||||
| PO BOX 1018 | MUSKEGON | MI | 49443 | PC | GENERAL OPERATING EXPENSES | $50,000 |
| EPIC | ||||||
| 435 VAN RAALTE AVE | HOLLAND | MI | 49423 | PC | GENERAL OPERATING EXPENSES | $30,000 |
| HOLY FAMILY MINISTRIES | ||||||
| 2215 ENTERPRISE DR | WESTCHESTER | IL | 60154 | PC | TUITION ASSISTANCE | $120,000 |
| I AM ACADEMY | ||||||
| 190 E 8th ST | HOLLAND | MI | 49422 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| SME EDUCATION FOUNDATION | ||||||
| 1000 TOWN CENTER | SOUTHFIELD | MI | 48075 | PC | GENERAL OPERATING EXPENSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,109,079 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,787,862 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422,260 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $6,179,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,389,746 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,389,746 | 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/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| PHILLIP M JILL C PERKINS TRUST | ||||||
| 1 | 2427 LAKEFRONT DRIVE | HOLLAND | MI | 49424 | $35,844 | Yes (X) |
| PHILLIP M JILL C PERKINS TRUST | ||||||
| 2 | 2427 LAKEFRONT DRIVE | HOLLAND | MI | 49424 | $70,986 | Yes (X) |
| NANCY PERKINS TRUST | ||||||
| 3 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $499,970 | Yes (X) |
| SUE ALLISON TRUST | ||||||
| 4 | 15138 SOUTH NUTMEG AVENUE | HOMER GLEN | IL | 60491 | $38,843 | Yes (X) |
| ROBERT PERKINS TRUST | ||||||
| 5 | 1424 DARTMOUTH AVENUE | FLOSSMOOR | IL | 60422 | $259,070 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 88 Shares CASEY'S GENERAL STORES | $35,844 | 2025-03-04 |
| 2 | 135 Shares CASEY'S GENERAL STORES | $70,986 | 2025-11-05 |
| 3 | 1,230 Shares CASEY'S GENERAL STORES | $499,970 | 2025-03-24 |
| 4 | 75 Shares CASEY'S GENERAL STORES | $38,843 | 2025-08-07 |
| 5 | 500 Shares CASEY'S GENERAL STORES | $259,070 | 2025-11-04 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ENGELBERG & SMITH | CategoryTxt |
| Legal Fees | $6,200 | LegalFeesAmt |
| Net Investment Income | $6,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (20 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,240 SUN COMMUNITIES | $280,442 | $110,925 | $153,648 |
| 110,055.63 CROSSINGBRIDGE ULTRA-SHO | $1,048,203 | $1,097,587 | $1,097,090 |
| 115,305.895 CROSSINGBRIDGE LOW DUR | $1,059,286 | $1,128,428 | $1,112,875 |
| 23.32185231% HUNTER DIVERSIFIED FUND LLC | $4,741,024 | $5,472,635 | $7,283,164 |
| 276 EQUITY LIFESTYLE PPTYS | $16,728 | ||
| 303,600 HUNTER SMALL CAP VALUE | $3,038,520 | $3,038,520 | $3,898,224 |
| 306 NEXPOINT RESIDENTIAL TR | $13,421 | $13,421 | $9,211 |
| 420 CARETRUST REIT | $12,089 | $12,004 | $15,187 |
| 421 GETTY REALTY CORP | $14,057 | $13,850 | $11,523 |
| 460 AMERICAN TOWER | $154,743 | $76,953 | $80,762 |
| 480 PROLOGIS | $51,837 | $61,277 | |
| 5,187 EQUITY LIFESTYLE PPTYS | $206,880 | $221,139 | |
| 5,187 EQUITY LIFESTYLE PPTYS | $314,387 | ||
| 6,220 EQUITY LIFESTYLE PPTYS | $507,817 | $288,777 | $376,994 |
| 6.1464% EQUUS GLOBAL FUND | $997,627 | $1,339,725 | $1,339,725 |
| 72 EASTGROUP PROPERTIES | $12,826 | ||
| 78 EXTRA SPACE STORAGE | $10,157 | ||
| 84 LAMAR ADVERTISING | $10,633 | ||
| 89 MID-AMER APY CMNTYS | $12,363 | ||
| HUNTER PERKINS CAPITAL MANAGEMENT | $174,721 | $116,662 | $116,662 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 Excise Taxes paid in 2025 | $21,145 |
| Estimated Excise Taxes 2025 | $48,400 |
| Foreign Taxes Paid | $4,023 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $37 | $37 |
| DUES AND SUBSCRIPTIONS | $2,863 | $2,863 |
| ILLINOIS ANNUAL REPORT | $11 | $11 |
| ILLINOIS CHARITY BUREAU | $15 | $15 |
| INSURANCE | $36,852 | $36,852 |
| INTERNET | $1,186 | $1,186 |
| OFFICE SUPPLIES | $920 | $920 |
| PARKING & TOLLS | $121 | $121 |
| POSTAGE | $144 | $144 |
| TELEPHONE | $1,023 | $1,023 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $422,260 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $422,260 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Distribution from Hunter Diversified Fund | $37,651 |
| Distribution from Hunter Perkins Capital Mgmt | $174,721 |
| Non Dividend Distributions - Return of Capital | $3,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MICHIGAN UNEMPLOYMENT TAXES | $140 | $140 |
| SOCIAL SECURITY/MEDICARE | $14,866 | $14,866 |
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