Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
PERKINS CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1150 HANNA BLDG 1422 EUCLID AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, OH44115
A Employer identification number

34-6549753
B Telephone number (see instructions)

(216) 621-0465
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$43,347,027
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 429 429  
4 Dividends and interest from securities... 946,155 946,155  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 974,483
b Gross sales price for all assets on line 6a 1,466,049
7 Capital gain net income (from Part IV, line 2)... 974,483
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 38,725 38,725  
12 Total. Add lines 1 through 11........ 1,959,792 1,959,792  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,525 0   2,525
c Other professional fees (attach schedule).... 83,665 83,665   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 29,682 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 28,175 0   28,175
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 768 0   768
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 144,815 83,665   31,468
25 Contributions, gifts, grants paid....... 1,844,435 1,844,435
26 Total expenses and disbursements. Add lines 24 and 25 1,989,250 83,665   1,875,903
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -29,458
b Net investment income (if negative, enter -0-) 1,876,127
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 786,729 688,364 688,364
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,909,625 Click to see attachment11,948,390 41,522,239
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,123,158 Click to see attachment1,096,163 1,136,424
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,819,512 13,732,917 43,347,027
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 13,819,512 13,732,917
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 13,819,512 13,732,917
30 Total liabilities and net assets/fund balances (see instructions). 13,819,512 13,732,917
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,819,512
2
Enter amount from Part I, line 27a .....................
2
-29,458
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,790,054
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
57,137
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,732,917
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a WELLS FARGO SALES-PUBLICLY TRADED STOCK      
b WELLS FARGO SALES-PUBLICLY TRADED STOCK P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,074,204   377,066 697,138
b 391,845   114,500 277,345
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       697,138
b       277,345
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 974,483
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 26,078
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 26,078
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 26,078
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 24,891
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,891
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 24
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,211
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMARILYN BEST Telephone no.bullet (216) 621-0465

    Located atbullet1150 HANNA BLDG 1422 EUCLID AVECLEVELANDOH ZIP+4bullet44115
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LEIGH H PERKINS TRUSTEE
    0.00
    0 0 0
    1150 HANNA BLDG 1422 EUCLID AVE
    CLEVELAND,OH44115
    SALLIE SULLIVAN TRUSTEE
    0.00
    0 0 0
    1150 HANNA BLDG 1422 EUCLID AVE
    CLEVELAND,OH44115
    GEORGE OLIVA III TRUSTEE
    0.00
    0 0 0
    1150 HANNA BLDG 1422 EUCLID AVE
    CLEVELAND,OH44115
    MARILYN BEST SEC/TREASURER
    0.00
    0 0 0
    1150 HANNA BLDG 1422 EUCLID AVE
    CLEVELAND,OH44115
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    36,586,826
    b
    Average of monthly cash balances.......................
    1b
    1,277,010
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,124,899
    d
    Total (add lines 1a, b, and c).........................
    1d
    38,988,735
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    38,988,735
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    584,831
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    38,403,904
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,920,195
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,920,195
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    26,078
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    26,078
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,894,117
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,894,117
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,894,117
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,875,903
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,875,903
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,875,903
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,894,117
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,834,468
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,875,903
    a Applied to 2019, but not more than line 2a 1,834,468
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 41,435
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    1,852,682
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    LEIGH H PERKINS
    SALLIE SULLIVAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MARILYN BEST
    1150 HANNA BUILDING 1422 EUCLID
    AVENUE
    CLEVELAND,OH44115
    (216) 621-0465
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC GUIDELINES
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACLU
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    AFRICAN WILDLIFE FOUNDATION
    1400 SIXTEENTH ST NW
    WASHINGTON,DC20036
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 750
    AMERICAN BIRD CONSERVANCY (MIGRATORY BIRD PROJECT)
    PO BOX 249
    LA PLAINS,VA20198
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 59,000
    AMERICAN RED CROSS OF GREATER CLEVELAND
    3747 EUCLID AVENUE
    CLEVELAND,OH44115
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    ANIMAL HUMANE ASSOCIATION OF STAR VALLEY
    PO BOX 654
    THAYNE,WY83127
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 5,000
    ARCHBOLD FOUNDATION
    910 SOUTH BROAD STREET
    THOMASVILLE,GA31792
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 48,000
    ARTS FOR LIFE
    7 BEAVERDAM ROAD SUITE 207
    ASHEVILLE,NC29904
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 15,000
    ASHEVILLE COMMUNITY THEATRE
    35 E WALNUT ST
    ASHEVILLE,NC28801
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 5,000
    ATLANTIC SALMON FEDERATION
    PO BOX 807
    CALAIS,ME04619
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 750
    AUCILLA RESEARCH INSTITUTE
    555 NORTH JEFFERSON STREET
    MONTICELLO,FL32344
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 67,000
    AUDUBON OF FLORIDA
    4500 BISCAYNE BLVD 350
    MIAMI,FL32137
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 20,000
    BBB WISE GIVING ALLIANCE
    3033 WILSON BLVD SUITE 710
    ARLINGTON,VA22201
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    BEST BUDDIES OHIO
    1335 DUBLIN ROAD SUITE 209-A
    COLUMBUS,OH43215
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 6,525
    BLACKFOOT CHALLENGE
    PO BOX 103
    OVANDO,MT59854
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    BLACKFOOT PATHWAYS SCULPTURE IN THE WILD
    PO BOX 712
    LINCOLN,MT59639
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 4,500
    BLUECOATS INC
    23300 MERCANTILE ROAD
    BEACHWOOD,OH44122
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 700
    BONEFISH AND TARPON TRUST
    2937 SW 27TH AVE SUITE 203
    MIAMI,FL33101
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    BREAKTHROUGH SCHOOLS
    3615 SUPERIOR AVE SUITE 3103A
    CLEVELAND,OH44114
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    BREVARD MUSIC CENTER INC
    PO BOX 312
    BREVARD,NC28712
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 45,000
    BURR & BURTON ACADEMY
    PO BOX 498
    MANCHESTER,VT05254
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    CALIFORNIA TROUT
    360 PINE STREET 4TH FLOOR
    SAN FRANCISCO,CA94104
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 5,000
    CAMPAIGN ZERO
    10 LIBERTY ST APT 38D
    NEW YORK,NY10005
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 800
    CAPITAL MEDICAL SOCIETY (WE CARE)
    1204 MICCOSUKEE ROAD
    TALLAHASSEE,FL32308
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,000
    CENTER THEATRE GROUP
    601 WEST TEMPLE STREET
    LOS ANGELES,CA90012
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 30,000
    CHALLENGED ATHLETES FOUNDATION
    9591 WAPLES STREET
    SAN DIEGO,CA92121
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    CHILDREN'S ONCOLOGY CAMP (MAKE-A-DREAM)
    PO BOX 1450
    MISSOULA,MT59806
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,500
    CITY MISSION
    5310 CARNEGIE AVE
    CLEVELAND,OH44103
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    CLARK FORK COALITION
    PO BOX 7593
    MISSOULA,MT59807
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    CLEVELAND CLINIC
    9500 EUCLID AVENUE
    CLEVELAND,OH44195
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 6,000
    CLEVELAND HEARING & SPEECH CENTER
    11635 EUCLID AVE
    CLEVELAND,OH44106
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    CLEVELAND MUSEUM OF ART
    11150 EAST BLVD
    CLEVELAND,OH44106
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 7,550
    CLEVELAND MUSEUM OF NATURAL HISTORY
    ONE WADE OVAL
    CLEVELAND,OH44106
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 299,400
    CLEVELAND ORCHESTRA
    11001 EUCLID AVENUE
    CLEVELAND,OH44106
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 3,650
    CLEVELAND PLAY HOUSE
    1901 EAST 13TH ST SUITE 200
    CLEVELAND,OH44115
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 10,000
    COLLEGE NOW GREATER CLEVELAND (FORMERLY CSP)
    50 PUBLIC SQUARE 1800
    CLEVELAND,OH44115
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 10,000
    COMMUNITY FOOD CUPBOARD
    PO BOX 864
    MANCHESTER CENTER,VT05255
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    COMMUNITY FOUNDATION OF JACKSON HOLE
    PO BOX 574
    JACKSON,WY83001
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 7,500
    CONNECTICUT COLLEGE
    270 MOHEGAN AVENUE
    NEW LONDON,CT06320
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 50,000
    CUYAHOGA VALLEY SCENIC RAILROAD
    PO BOX 158
    PENINSULA,OH44264
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 10,000
    CWRU-FP BOLTON SCHOOL OF NURSING
    10900 EUCLID AVENUE
    CLEVELAND,OH44106
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 6,000
    DANA FARBER CANCER INSTITUTEJIMMY FUND
    10 BROOKLINE PLACE W 6TH FLOOR
    BROOKLINE,MA02445
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 330
    DUCKS UNLIMITED
    ONE WATERFOWL WAY
    MEMPHIS,TN38120
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    EARTHJUSTICE
    50 CALIFORNIA ST SUITE 500
    SAN FRANCISCO,CA94111
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    EPIPHANY SCHOOL
    154 CENTER STREET
    DORCHESTER,MA01742
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    EQUAL JUSTICE INSTITUTE
    122 COMMON ST
    MONTGOMERY,AL36104
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,000
    FENN SCHOOL
    516 MONUMENT STREET
    CONCORD,MA01742
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 350
    FLAT ROCK PLAYHOUSE
    PO BOX 310
    FLAT ROCK,NC28731
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 15,000
    FRIENDS OF HILDENE
    1005 HILDENE ROAD
    MANCHESTER,VT05254
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    GRAYSON-JOCKEY CLUB RESEARCH
    821 CORPORATE DRIVE
    LEXINGTON,KY40503
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    GREAT LAKES THEATRE FESTIVAL
    1501 EUCLID AVENUE 300
    CLEVELAND,OH44115
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    GREATER CLEVELAND FOOD BANK
    15500 SOUTH WATERLOO ROAD
    CLEVELAND,OH44110
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 37,500
    GRATEFUL HEARTS
    PO BOX 337
    DORSET,VT05251
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 3,500
    HANNA PERKINS CENTER
    19910 MALVERN ROAD
    CLEVELAND,OH44120
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 14,675
    HAWKEN SCHOOL
    PO BOX 8002
    GATES MILLS,OH44040
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,500
    HENRY'S FORK FOUNDATION
    PO BOX 550
    ASHTON,ID83420
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    HOBART WILLIAM SMITH COLLEGES
    615 S MAIN STREET
    GENEVA,NY14456
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,600
    HOLE FOOD RESCUE
    PO BOX 2955
    JACKSON,WY83001
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    IDEASTREAM
    1375 EUCLID AVENUE
    CLEVELAND,OH44115
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 5,000
    IN THE MOMENT
    103 BRIAR BROOK RUN
    BLACK MOUNTAIN,NC28711
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 20,000
    INSTITUTE FOR SHIPBOARD EDUCATION
    2243 CENTRE AVENUE SUITE 300
    FORT COLLINS,CO88026
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    JACKSON HOLE LAND TRUST
    PO BOX 2897
    JACKSON,WY83001
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 6,500
    JACKSON HOLE PUBLIC ART
    PO BOX 4413
    JACKSON,WY83001
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    JOHNNY MORRIS' WONDERS OF WILDLIFE FOUNDATION
    2500 E KEARNY
    SPRINGFIELD,MO65909
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 183,000
    KINDERWOOD PROGRAM
    PO BOX 255 ROUTE 2B
    OLD FORGE,NY13420
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    LAKE ERIE NATURE & SCIENCE CENTER
    28728 WOLF ROAD
    BAY VILLAGE,OH44140
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 7,500
    LAKE PARKS FOUNDATION
    29440 RIDGE ROAD
    WICKLIFFE,OH44092
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    LAKE STREET COUNCIL
    919 E LAKE STREET
    MINNEAPOLIS,MN55407
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    LEGACY PHILANTHROPY WORKS
    PO BOX 7360
    JACKSON,WY83002
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,500
    LOYALHANNA WATERSHED ASSOCIATION
    6 OLD LINCOLN HIGHWAY WEST
    LIGONIER,PA15658
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    MEDFIELD COALITION FOR PUBLIC EDUCATION
    PO BOX 452
    MEDFIELD,MA02052
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    MIDDLEBURY COLLEGE
    14 OLD CHAPEL ROAD
    MIDDLEBURY,VT05753
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 4,000
    MILWAUKEE CHILDREN'S CHOIR
    427 EAST STEWART STREET SUITE 100
    MILWAUKEE,WI53207
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 550
    MONTANA ENVIRONMENTAL INFORMATION CENTER
    PO BOX 1184
    HELENA,MT59624
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    NATIONAL AUDUBON SOCIETY
    225 VARICK STREET
    NEW YORK,NY10014
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    2600 VIRGINIA AVE NW 1100
    WASHINGTON,DC20037
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    NATIVE ECOSYSTEMS COUNCIL
    PO BOX 145
    WILLOW CREEK,MT59760
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 20,000
    NEALS
    333 WEST ROAD
    RYE,NH038702549
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    NORTHERN STAGE THEATRE
    74 GATES STREET
    WHITE RIVER JUNCTION,VT05001
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 25,000
    NORTHSHIRE DAY SCHOOL
    5484 MAIN STREET
    MANCHESTER,VT05255
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 4,000
    NOTICEABILITY INC
    PO BOX 380617
    CAMBRIDGE,MA02238
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    OCEAN CONSERVANCY
    1300 19TH STREET 8TH FLOOR
    WASHINGTON,DC20036
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,500
    OLD JOE CLUB CHARITIES INC
    PO BOX 608
    EXPORT,PA15632
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 7,450
    OREGON WILDLIFE FOUNDATION
    901 SE OAK STREET SUITE 103
    PORTLAND,OR97214
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 5,150
    OUTDOOR AFRO
    2323 BROADWAY ST
    OAKLAND,CA94612
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,000
    PASSION CITY CHURCH
    PO BOX 14145
    ATLANTA,GA30324
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    PATAGONIAN LAND CONSERVATION TRUST
    800 W MAIN ST 1200
    BOISE,ID83702
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 12,000
    PATHFINDER INTERNATIONAL
    NINE GALEN STREET SUITE 217
    WATERTOWN,MA02172
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 43,000
    PATHWAYS VERMONT
    125 COLLEGE ST 2ND FLOOR
    BURLINGTON,VT05401
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    PAWS OF JACKSON HOLE
    PO BOX 13033
    JACKSON,WY83002
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    PIONEER INSTITUTE
    185 DEVONSHIRE STREET SUITE 1101
    BOSTON,MA02109
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 300
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    125 WILLIAMS STREET 10TH FLOOR
    NEW YORK,NY10038
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 5,000
    PLANNED PARENTHOOD OF GREATER OHIO
    206 E STATE STREET
    COLUMBUS,OH43215
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 25,000
    PLANNED PARENTHOOD OF NORTH CENTRAL FLORIDA
    2300 N FLORIDA MANGO ROAD
    WEST PALM BEACH,FL33409
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 55,000
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    784 HERCULES DR SUITE 110
    COLCHESTER,VT05446
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    PLANNED PARENTHOOD OF OHIO
    206 E STATE STREET
    COLUMBUS,OH43215
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 3,000
    PLANNED PARENTHOOD SOUTHEAST
    241 PEACHTREE STREET NE SUITE 400
    ATLANTA,GA30303
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,000
    PLAYHOUSE SQUARE FOUNDATION
    1501 EUCLID AVENUE SUITE 200
    CLEVELAND,OH44115
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 8,450
    POINTER RESCUEORG
    9949 MALLOW STREET
    MANASSAS,VA20110
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    PRETERM
    12000 SHAKER BLVD
    SHAKER HEIGHTS,OH44120
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 26,500
    PRICKLY PEAR LAND TRUST
    PO BOX 892
    HELENA,MT59624
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,250
    PROJECT HEALING WATERS
    PO BOX 695
    LA PLATA,MD20464
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 16,000
    PROPERTY & ENVIRONMENT RESEARCH CENTER
    2048 ANALYSIS DR SUITE A
    BOZEMAN,MT59718
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 20,000
    PROTECT OUR WATER JACKSON HOLE
    PO BOX 1014
    WILSON,WY83014
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    RED HILLS HORSE TRAILS
    PO BOX 14869
    TALLAHASSEE,FL32317
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,200
    SECOND CHANCE ANIMAL SHELTER
    1779 VT ROUTE 7A
    ARLINGTON,VT05250
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 8,000
    SHELDRICK WILDLIFE TRUST SUA
    25283 CABOT ROAD SUITE 101
    LAGUNA HILLS,CA92653
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    SNAKE RIVER FUND
    PO BOX 7033
    JACKSON,WY83002
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 4,000
    SOUL RIVER INC
    1926 N KILPATRICK ST SUITE B
    PORTLAND,OR98217
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 3,000
    SOUTHERN VERMONT ARTS CENTER
    930 SVAC DRIVE
    MANCHESTER,VT05255
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    SOUTHWESTERN VERMONT HEALTH CARE
    100 HOSPITAL DRIVE
    BENNINGTON,VT05201
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 15,375
    ST DUNSTAN'S EPISCOPAL CHURCH
    PO BOX 515
    DOVER,MA02030
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 6,250
    ST IGNATIUS HIGH SCHOOL
    1911 W 30TH STREET
    CLEVELAND,OH44113
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    ST JOHN'S HEALTH FOUNDATION JACKSON WY
    PO BOX 428
    JACKSON,WY83001
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 300
    ST JOHN'S UNITED METHODIST CHURCH AIKEN SC
    104 NEWBERRY ST NW
    AIKEN,NC29801
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,200
    SUMMIT COUNTY HISTORICAL SOCIETY
    550 COPLEY ROAD
    AKRON,OH44320
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 3,000
    SUN RIVER WATERSHED COMMITTEE
    PO BOX 7312
    GREAT FALLS,MT59406
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    TALL TIMBERS RESEARCH STATION
    13093 BEADEL DRIVE
    TALLAHASSEE,FL32312
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 119,900
    THE MADEIRA SCHOOL
    8392 GEORGETOWN PIKE
    MCLEAN,VA22102
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 64,000
    THE METROPOLITAN OPERA
    LINCOLN CENTER
    NEW YORK,NY10023
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 15,000
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE 100
    ARLINGTON,VA22203
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 3,100
    THE NATURE CONSERVANCY-MONTANA
    32 S EWING STREET
    HELENA,MT59601
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 20,000
    THE NATURE CONSERVANCY-OHIO
    6375 RIVERSIDE DRIVE SUITE 100
    DUBLIN,OH43017
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 9,500
    THE NATURE CONSERVANCY-WYOMING
    238 MAIN STREET
    LANDER,WY82520
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,000
    THE SALVATION ARMY
    25 SHAMUT ROAD
    CANTON,MA02021
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,400
    THE WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 3,000
    THEODORE ROOSEVELT CONSERVATION PARTNERS
    529 14TH STREET NW SUITE 500
    WASHINGTON,DC20045
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 11,000
    THERAPEUTIC RIDING CENTER
    16497 SNYDER ROAD
    CHAGRIN FALLS,OH44023
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    THOMAS COUNTY HUMANE SOCIETY
    180 BIG SKY DRIVE
    THOMASVILLE,GA31792
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 27,000
    THOMAS UNIVERSITY
    1501 MILLPOND
    THOMASVILLE,GA31792
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 12,000
    THOMASVILLE ANTIQUES SHOW
    PO BOX 1633
    THOMASVILLE,GA31799
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 730
    THOMASVILLE CENTER FOR THE ARTS
    PO BOX 2177
    THOMASVILLE,GA31799
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 5,525
    THOMASVILLE LANDMARKS
    PO BOX 1285
    THOMASVILLE,GA31792
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 6,000
    TROUT UNLIMITED
    1777 N KENT STREET 100
    ARLINGTON,VA22203
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    TROUT UNLIMITED - MONTANA
    PO BOX 7186
    MISSOULA,MT59807
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 4,500
    TROUT UNLIMITED - WYOMING
    PO BOX 4069
    JACKSON,WY83001
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    TROUT UNLIMITED - BLACKFOOT CHAPTER
    PO BOX 1
    OVANDO,MT59854
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 3,000
    TROUT UNLIMITED - HEADWATERS
    394 MERRIMON AVENUE
    ASHEVILLE,NC28801
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 7,500
    TRUSTEES OF RESERVATIONS
    572 ESSEX STREET
    BOSTON,MA01915
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 750
    UNITED WAY OF GREATER CLEVELAND
    1331 EUCLID AVENUE
    CLEVELAND,OH44115
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 10,000
    UNITED WAY OF THOMAS COUNTY
    PO BOX 1824
    THOMASVILLE,GA31792
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 31,000
    UNIVERSITY HOSPITALS OF CLEVELAND (INFECTIOUS DISEASE)
    11100 EUCLID AVENUE
    CLEVELAND,OH44106
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 10,000
    UNIVERSITY OF MINNESOTA FOUNDATION
    200 OAK STREET SE SUITE 500
    MINNEAPOLIS,MN55455
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    UNIVERSITY OF WYOMING FOUNDATION
    222 SOUTH 22ND STREET
    LARAMIE,WY82070
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    UNIVERSITY SCHOOL
    2785 SOM CENTER ROAD
    CLEVELAND,OH44022
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 7,500
    UPPER DELAWARE RIVER WATERSHED
    158 EAST FRONT STREET
    HANCOCK,NY13783
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 4,875
    UPPER MISSOURI WATERKEEPER
    24 S WILSON AVE SUITE 6-7
    BOZEMAN,MT59715
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    USEA FOUNDATION
    525 OLD WATERFORD RD NW
    LEESBURG,VA20176
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    VIEWARTS
    PO BOX 1144
    OLD FORGE,NY13420
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 6,250
    VOCATIONAL GUIDANCE SERVICES
    2239 EAST 55TH STREET
    CLEVELAND,OH44106
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 17,000
    WAKE FOREST UNIVERSITY
    1834 WAKE FOREST BLVD
    WINSTONSALEM,NC27106
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    WARRIORS AND QUIET WATERS FOUNDATION INC
    351 EVERGREEN DRIVE SUITE A
    BOZEMAN,MT59715
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,000
    WEST POINT
    698 MILL ROAD
    WEST POINT,NY10996
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 5,350
    WESTERN RESERVE HISTORICAL SOCIETY (RESOURCE CENTER)
    10825 EAST BOULEVARD
    CLEVELAND,OH44106
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,500
    WESTERN RESERVE LAND CONSERVANCY
    3850 CHAGRIN RIVER ROAD
    MORELAND HILLS,OH44022
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 1,500
    WILDLIFE ARTS FESTIVAL
    600 E WASHINGTON STREET
    THOMASVILLE,GA31792
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 12,500
    WOOD RIVER LAND TRUST
    119 EAST BULLION STREET
    HAILEY,ID83333
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 10,000
    WOOSTER SCHOOL
    81 MIRY ROAD
    DANBURY,CT06810
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 500
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 750
    WYOMING PUBLIC RADIO
    1000 E UNIVERSITY AVENUE
    LARAMIE,WY82071
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 250
    ZULLO GALLERY FOR THE ARTS
    456A MAIN STREET
    MEDFIELD,MA02052
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,500
    1000 FRIENDS OF FLORIDA
    PO BOX 5948
    TALAHASSEE,FL32314
    NO RELATIONSHIP   PHILANTHROPIC PURPOSES. 2,000
    Total .................................bullet 3a 1,844,435
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
            429
    4 Dividends and interest from securities....         946,155
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....         38,725
    8 Gain or (loss) from sales of assets other than
    inventory ............
            974,483
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 0 1,959,792
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,959,792
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3,4 HELD FOR INVESTMENT PURPOSES
    8 HELD FOR INVESTMENT PURPOSES
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    PERKINS CHARITABLE FOUNDATION
    EIN:
    34-6549753
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,525 0   2,525

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    PERKINS CHARITABLE FOUNDATION
    EIN:
    34-6549753
    Name of Stock End of Year Book Value End of Year Fair Market Value
    15,000 ABBOTT LABORATORIES 17,301 1,642,350
    20,000 SHS. ABBVIE INC. 357,276 2,143,000
    300 SHS. ALPHABET INC. VOTING CAPITAL STK. CL A 76,850 525,792
    300 SHS. ALPHABET INC. NONVOTING CAPITAL STK. CL A 76,604 525,564
    5,000 AMERICAN EXPRESS COMPANY 380,079 604,550
    2,400 SHS. AMGEN INC 402,577 551,808
    22,400 SHS. APPLE INC 347,697 2,972,256
    3,000 SHS. BOEING COMPANY 177,526 642,180
    5,000 CATERPILLAR INC 301,271 910,100
    20,000 SHS. COCA COLA COMPANY 449,704 1,096,800
    13,000 EATON CORP 480,471 1,561,820
    15,000 EXXON MOBILE 223,406 618,300
    27,000 GENERAL MOTORS CO 856,823 1,124,280
    3,000 HOME DEPOT INC. 714,883 796,860
    9,450 HONEYWELL INTERNATIONAL INC 871,077 2,010,015
    40,000 INTEL CORP 332,265 1,992,800
    9,850 SHS. JOHNSON & JOHNSON 921,844 1,550,193
    2,000 SHS. LOWES COMPANIES INC 331,070 321,020
    13,000 MERCK & COMPANY 494,284 1,063,400
    15,000 JP MORGAN CHASE & CO 647,986 1,906,050
    30,000 SHS. MICROSOFT CORP 210,852 6,672,600
    10,000 SHS. PEPSI CO INC 24,419 1,483,000
    50,000 PFIZER INC 231,770 1,840,500
    12,000 PROCTOR & GAMBLE COMPANY 38,902 1,669,680
    9,859 SHS. SYNCHRONY FINANCIAL 20,962 342,206
    6,000 SHS. TARGET 291,006 1,059,180
    5,000 SHS. UPS CLASS B 355,249 842,000
    15,000 SHS. US BANCORP 664,153 698,850
    5,000 SHS. VERIZON COMMUNICATIONS 220,503 293,750
    6,203 SHS. VIATRIS INC. 12,712 116,244
    20,000 SHS. WALGREENS BOOTS ALLIANCE INC 95,175 797,600
    15,000 SHS. WELLS FARGO COMPANY 602,377 452,700
    2,300 SHS. WHIRLPOOL CORP 392,607 415,127
    1,600 SHS. 3M CO 326,709 279,664

    TY 2020 InvestmentsOtherSchedule2
    Name:
    PERKINS CHARITABLE FOUNDATION
    EIN:
    34-6549753
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    957.69 UNITS TITANIUM GSA FUND LP AT COST 1,096,163 1,136,424

    TY 2020 OtherDecreasesSchedule
    Name:
    PERKINS CHARITABLE FOUNDATION
    EIN:
    34-6549753
    Description Amount
    PRIOR PERIOD ADJUSTMENT FOR RETURN OF CAPITAL RELATING TO STOCK INVESTMENT 57,137


    TY 2020 OtherExpensesSchedule
    Name:
    PERKINS CHARITABLE FOUNDATION
    EIN:
    34-6549753
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 200 0   200
    BANK FEES 568 0   568


    TY 2020 OtherIncomeSchedule2
    Name:
    PERKINS CHARITABLE FOUNDATION
    EIN:
    34-6549753
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BOYD WATTERSON GSA FUND LP K-1 FEIN: 45-2061717 38,725 38,725 38,725
      0 0 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    PERKINS CHARITABLE FOUNDATION
    EIN:
    34-6549753
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 69,444 69,444   0
    INVESTMENT FEES - PARTNERSHIP 14,221 14,221   0


    TY 2020 TaxesSchedule
    Name:
    PERKINS CHARITABLE FOUNDATION
    EIN:
    34-6549753
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 29,682 0   0