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ILLINOIS 605 E WILLOW STREET NORMAL IL 61761 PC GENERAL OPERATING EXPENSES 10000 KIPP CHICAGO 2007 SOUTH HALSTED STREET CHICAGO IL 60608 PC ACADEMIC PROGRAM EXPENSES 300000 KIPP INDIANAPOLIS 1740 EAST 30TH STREET INDIANAPOLIS IN 46218 PC ACADEMIC PROGRAM EXPENSES 240000 KIPP ST LOUIS 1310 PAPIN STREET SUITE 203 ST LOUIS MO 63103 PC ACADEMIC PROGRAM EXPENSES 300000 LINK EDUCATION PARTNERS 23 PENNSYLVANIA AVE NEWARK NJ 07144 PC ACADEMIC PROGRAM EXPENSES 45000 OAKS ACADEMY 2301 NORTH PARK AVENUE INDIANAPOLIS IN 46205 PC TUITION ASSISTANCE 240000 SAINT MARTIN DE PORRES HIGH SCHOOL 6111 LAUSCHE AVENUE CLEVELAND OH 44103 PC TUITION ASSISTANCE 120000 ST MARCUS SCHOOL 2215 NORTH PALMER STREET MILWAUKEE WI 53212 PC TUITION ASSISTANCE 240000 CHICAGOLAND LUTHERAN EDUCATION FOUN 861 S CHURCH RD BENSENVILLE IL 60106 PC TUITION ASSISTANCE 300000 MANCHESTER ACADEMIC CHARTER SCHOOL 1214 LIVERPOOL ST PITTSBURGH PA 15233 PC ACADEMIC PROGRAM EXPENSES 120000 NAMASTE CHARTER SCHOOL 3737 PAULINA ST CHICAGO IL 60609 PC ACADEMIC PROGRAM EXPENSES 90000 NEW PARADIGM FOR EDUCATION 2001 LABELLE STREET DETROIT MI 48238 PC ACADEMIC PROGRAM EXPENSES 300000 POLARIS CHARTER ACADEMY 620 N SAWYER AVENUE CHICAGO IL 60624 PC ACADEMIC PROGRAM EXPENSES 120000 SCHOOLS THAT CAN - CHICAGO 25 BROADWAY NEW YORK NY 10004 PC GENERAL OPERATING EXPENSES 60000 UNITED COMMUNITY CENTER 1028 S 9TH STREET MILWAUKEE WI 53204 PC ACADEMIC PROGRAM EXPENSES 240000 PHILANTHROPY ROUNDTABLE 1120 20TH ST NW SUITE 550 WASHINGTON DC 20036 PC GENERAL OPERATING EXPENSE 1000 TEACH FOR AMERICA CHICAGO 300 WEST ADAM STREET 1000 CHICAGO IL 60606 PC GENERAL OPERATING EXPENSES 75000 COMMUNITY FOUNDATION OF HOLLANDZEEL 85 E8TH STREET HOLLAND MI 49423 PC Tuition Assistance 12500 UNITED SCHOOLS OF INDIANAPOLIS 3980 MEADOWS DR INDIANAPOLIS IN 46205 PC Acacdemic Program Expense 240000 HOWARD FULLER COLLEGIATE ACADEMY 4030 N 29th Street Milwaukee WI 53216 PC Academic Program Expense 120000 CARDINAL STRITCH FOUNDATION 1073 WEST MAXWELL STREET CHICAGO IL 60608 PC TUITION ASSISTANCE 282979 DETROIT ACHIEVEMENT ACADEMY 7000 W OUTER DRIVE DETROIT MI 48235 PC ACADEMIC PROGRAM EXPENSES 120000 DETROIT PREP 8411 SYLVESTER DETROIT MI 48214 PC ACADEMIC PROGRAM EXPENSES 120000 TEACH FOR AMERICA INDIANAPOLIS 1309 N MERIDIAN STREET INDIANAPOLIS IN 46202 PC GENERAL OPERATING EXPENSES 75000 KIPP DETROIT 19321 W CHICAGO DETROIT MI 48228 PC ACADEMIC PROGRAM EXPENSES 75000 BOYS GIRLS CLUB OF MUSKEGON LAKESHO PO BOX 1018 MUSKEGON MI 49443 PC GENERAL OPERATING EXPENSES 50000 EPIC 435 VAN RAALTE AVE HOLLAND MI 49423 PC GENERAL OPERATING EXPENSES 30000 HOLY FAMILY MINISTRIES 2215 ENTERPRISE DR WESTCHESTER IL 60154 PC TUITION ASSISTANCE 120000 I AM ACADEMY 190 E 8th ST HOLLAND MI 49422 PC GENERAL OPERATING EXPENSES 10000 SME EDUCATION FOUNDATION 1000 TOWN CENTER SOUTHFIELD MI 48075 PC GENERAL OPERATING EXPENSES 25000 7109079 14 181 14 1787862 14 422260 1 6179443 8389746 8389746 false false false false false false false false false false X X 1 PHILLIP M JILL C PERKINS TRUST 2427 LAKEFRONT DRIVE HOLLAND MI 49424 35844 X 2 PHILLIP M JILL C PERKINS TRUST 2427 LAKEFRONT DRIVE HOLLAND MI 49424 70986 X 3 NANCY PERKINS TRUST 1424 DARTMOUTH AVENUE FLOSSMOOR IL 60422 499970 X 4 SUE ALLISON TRUST 15138 SOUTH NUTMEG AVENUE HOMER GLEN IL 60491 38843 X 5 ROBERT PERKINS TRUST 1424 DARTMOUTH AVENUE FLOSSMOOR IL 60422 259070 X 1 88 Shares CASEY'S GENERAL STORES 35844 2025-03-04 2 135 Shares CASEY'S GENERAL STORES 70986 2025-11-05 3 1,230 Shares CASEY'S GENERAL STORES 499970 2025-03-24 4 75 Shares CASEY'S GENERAL STORES 38843 2025-08-07 5 500 Shares CASEY'S GENERAL STORES 259070 2025-11-04 ENGELBERG & SMITH 6200 6200 0 0 1,240 SUN COMMUNITIES 280442 110925 153648 110,055.63 CROSSINGBRIDGE ULTRA-SHO 1048203 1097587 1097090 115,305.895 CROSSINGBRIDGE LOW DUR 1059286 1128428 1112875 23.32185231% HUNTER DIVERSIFIED FUND LLC 4741024 5472635 7283164 276 EQUITY LIFESTYLE PPTYS 16728 303,600 HUNTER SMALL CAP VALUE 3038520 3038520 3898224 306 NEXPOINT RESIDENTIAL TR 13421 13421 9211 420 CARETRUST REIT 12089 12004 15187 421 GETTY REALTY CORP 14057 13850 11523 460 AMERICAN TOWER 154743 76953 80762 480 PROLOGIS 51837 61277 5,187 EQUITY LIFESTYLE PPTYS 206880 221139 5,187 EQUITY LIFESTYLE PPTYS 314387 6,220 EQUITY LIFESTYLE PPTYS 507817 288777 376994 6.1464% EQUUS GLOBAL FUND 997627 1339725 1339725 72 EASTGROUP PROPERTIES 12826 78 EXTRA SPACE STORAGE 10157 84 LAMAR ADVERTISING 10633 89 MID-AMER APY CMNTYS 12363 HUNTER PERKINS CAPITAL MANAGEMENT 174721 116662 116662 2024 Excise Taxes paid in 2025 21145 Estimated Excise Taxes 2025 48400 Foreign Taxes Paid 4023 BANK FEES 37 37 DUES AND SUBSCRIPTIONS 2863 2863 ILLINOIS ANNUAL REPORT 11 11 ILLINOIS CHARITY BUREAU 15 15 INSURANCE 36852 36852 INTERNET 1186 1186 OFFICE SUPPLIES 920 920 PARKING & TOLLS 121 121 POSTAGE 144 144 TELEPHONE 1023 1023 Other Investment Income 422260 422260 Distribution from Hunter Diversified Fund 37651 Distribution from Hunter Perkins Capital Mgmt 174721 Non Dividend Distributions - Return of Capital 3800 MICHIGAN UNEMPLOYMENT TAXES 140 140 SOCIAL SECURITY/MEDICARE 14866 14866