Form990-PF
Click to see attachment

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 HUNTER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)377 E BUTTERFIELD ROAD 220
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOMBARD, IL60148
A Employer identification number

36-3486609
B Telephone number (see instructions)

(312) 341-9727
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$11,412,256J 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) 99,705
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 103,646 103,646  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 236,018
b Gross sales price for all assets on line 6a 8,334,408
7 Capital gain net income (from Part IV, line 2)... 236,018
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)....... Click to see attachment 141,489 141,489  
12 Total. Add lines 1 through 11........ 580,858 481,153  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,500 2,500    
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,500 2,500   0
25 Contributions, gifts, grants paid....... 889,900 889,900
26 Total expenses and disbursements. Add lines 24 and 25 892,400 2,500   889,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -311,542
b Net investment income (if negative, enter -0-) 478,653
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............. 3,489 3,914 3,914
2 Savings and temporary cash investments......... 394,687 445,611 445,611
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) 1,593,416 999,745 999,940
b Investments—corporate stock (attach schedule)....... 3,914,148 5,704,711 7,328,653
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,056,581 Click to see attachment2,463,408 Click to see attachment2,634,138
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,962,321 9,617,389 11,412,256
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
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........ 8,962,321 9,617,389
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,962,321 9,617,389
30 Total liabilities and net assets/fund balances (see instructions). 8,962,321 9,617,389
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
8,962,321
2
Enter amount from Part I, line 27a .....................
2
-311,542
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
977,535
4
Add lines 1, 2, and 3 ..........................
4
9,628,314
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,925
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,617,389
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 700 ALIBABA P 2019-06-21 2020-02-18
b 36.9680 ALLIANZ GI P 2019-12-19 2020-01-07
c 76.0410 AMG MANAGERS EMRG P 2019-12-16 2020-04-29
d 400 APPLE P 2020-04-29 2020-01-01
e 200 BERKSHIRE HATHAWAY P 2020-04-27 2020-08-12
200 BERKSHIRE HATHAWAY P 2020-04-29 2020-08-12
400 BERKSHIRE HATHAWAY P 2020-04-27 2020-09-03
17 CADENCE BANCORP P 2020-03-11 2020-10-26
600 CADENCE BANCORP P 2020-03-11 2020-10-26
2,383 CADENCE BANCORP P 2020-03-11 2020-10-26
1,000 CADENCE BANCORP P 2020-04-29 2020-10-26
2,000 CADENCE BANCORP P 2020-04-29 2020-12-10
2,000 CADENCE BANCORP P 2020-04-29 2020-12-30
48 CADENCE BANCORP P 2020-04-30 2020-12-30
52 CADENCE BANCORP P 2020-04-30 2020-12-30
100 CADENCE BANCORP P 2020-04-30 2020-12-30
200 CADENCE BANCORP P 2020-04-30 2020-12-30
400 CADENCE BANCORP P 2020-04-30 2020-12-30
2,200 CADENCE BANCORP P 2020-04-30 2020-12-30
100 CEDAR FAIR P 2020-02-24 2020-11-12
900 CEDAR FAIR P 2020-02-24 2020-11-12
2,500 CHARLES SCHWAB P 2020-05-27 2020-01-01
400 CHUBB P 2020-04-29 2020-06-26
100 CHUBB P 2020-04-29 2020-10-29
300 CHUBB P 2020-04-29 2020-11-03
200 CHUBB P 2020-04-29 2020-11-09
200 CHUBB P 2020-05-01 2020-11-11
200 CHUBB P 2020-05-04 2020-11-11
1500 CITIGROUP P 2020-01-01 2020-11-17
3,000 FIRST HORIZON CORP P 2020-03-12 2020-12-10
2,000 FIRST HORIZON CORP P 2020-04-27 2020-12-14
1,500 FIRST HORIZON NATL P 2020-06-05 2020-11-10
200 FIRST HORIZON NATL P 2020-06-05 2020-11-10
300 FIRST HORIZON NATL P 2020-06-05 2020-11-10
1,000 FIRST HORIZON NATL P 2020-03-12 2020-11-24
2,000 FIRST HORIZON NATL P 2020-04-29 2020-11-24
300 F5 NETWORKS P 2020-04-29 2020-06-26
20 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
36 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
100 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
100 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
100 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
100 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
100 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
500 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
100 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
100 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
100 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
100 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
100 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
136 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
200 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
200 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
244 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
300 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
564 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
1,000 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
1,800 HORIZN GLOBAL CORP P 2020-03-25 2020-03-30
20 HORIZN GLOBAL CORP P 2020-03-26 2020-03-30
1,100 HORIZN GLOBAL CORP P 2020-03-26 2020-03-30
136 HORIZN GLOBAL CORP P 2020-03-26 2020-03-30
600 HORIZN GLOBAL CORP P 2020-03-26 2020-03-30
300 HORIZN GLOBAL CORP P 2020-03-26 2020-03-30
844 HORIZN GLOBAL CORP P 2020-03-26 2020-03-30
20 HORIZN GLOBAL CORP P 2020-03-29 2020-05-01
36 HORIZN GLOBAL CORP P 2020-03-29 2020-05-01
64 HORIZN GLOBAL CORP P 2020-03-29 2020-05-01
800 HORIZN GLOBAL CORP P 2020-03-29 2020-05-01
136 HORIZN GLOBAL CORP P 2020-03-29 2020-05-01
200 HORIZN GLOBAL CORP P 2020-03-29 2020-05-01
244 HORIZN GLOBAL CORP P 2020-03-29 2020-05-01
500 HORIZN GLOBAL CORP P 2020-03-29 2020-05-01
2,000 INVESCO P 2020-06-08 2020-11-06
1,500 INVESCO P 2019-07-25 2020-03-30
800 ISHARES RUSSELL P 2020-03-20 2020-08-06
1,577.3940 JANUS HENDERSON INTL P 2020-01-01 2020-03-30
970.0770 JANUS HENDERSON LG P 2020-01-01 2020-09-03
689.1790 JANUS HENDERSON SM-MID CAP P 2020-01-01 2020-03-11
1,824.5850 JANUS HENDERSON SM-MID CAP P 2020-02-26 2020-10-23
100 JONES LANG LASALLE P 2020-09-16 2020-11-09
100 JONES LANG LASALLE P 2020-08-31 2020-12-10
200 JONES LANG LASALLE P 2020-08-31 2020-12-10
100 JONES LANG LASALLE P 2020-09-16 2020-12-10
1,000 KEYCORP P 2020-04-24 2020-04-29
5,000 KORN FERRY: KFY P 2020-04-27 2020-07-02
100 LAMAR ADVERTISING P 2020-04-29 2020-06-05
200 LAMAR ADVERTISING P 2020-04-29 2020-06-05
50 LAMAR ADVERTISING P 2020-03-26 2020-11-06
50 LAMAR ADVERTISING P 2020-03-26 2020-11-06
100 LAMAR ADVERTISING P 2020-03-26 2020-11-06
200 LAMAR ADVERTISING P 2020-03-26 2020-11-09
407.2870 MATTHEWS ASIAN P 2020-01-01 2020-03-23
79.6780 MATTHEWS CHINA P 2019-12-17 2020-03-20
100 MODERNA P 2020-03-30 2020-04-23
100 MODERNA P 2020-03-30 2020-04-23
100 MODERNA P 2020-03-30 2020-05-19
100 MODERNA P 2020-03-30 2020-05-19
50 MODERNA P 2020-10-23 2020-11-25
50 MODERNA P 2020-10-23 2020-11-25
200 MODERNA P 2020-10-23 2020-11-30
100 MODERNA P 2020-10-23 2020-12-01
100 MODERNA P 2020-10-23 2020-12-01
700 PINNACLE FINL P 2020-11-03 2020-11-17
500 PINNACLE FINL P 2020-11-03 2020-11-25
500 PINNACLE FINL P 2020-11-04 2020-11-25
4,000 PLAINS GP HLDGS P 2020-01-03 2020-08-06
500 PUBLIC STORAGE P 2020-03-25 2020-03-27
1,000 SCHEIN HENRY P 2020-04-14 2020-11-03
25 SCHLUMBERGER P 2020-02-25 2020-07-21
49 SCHLUMBERGER P 2020-02-25 2020-02-25
51 SCHLUMBERGER P 2020-02-25 2020-07-21
75 SCHLUMBERGER P 2020-02-25 2020-07-21
1400 SCHLUMBERGER P 2020-02-25 2020-07-21
200 SCHLUMBERGER P 2020-02-28 2020-07-21
200 SCHLUMBERGER P 2020-02-28 2020-07-21
1,000 SCHLUMBERGER P 2020-02-28 2020-07-21
5,000 SCHLUMBERGER P 2020-04-28 2020-07-21
875 SPDR S&P 500 ETF P 2019-08-22 2020-03-20
200 SPDR S&P 500 ETF P 2019-08-22 2020-03-25
350 SPDR S&P 500 ETF P 2019-08-22 2020-04-20
287 SPDR S&P 500 ETF P 2019-08-22 2020-05-01
350 SPDR S&P 500 ETF P 2019-08-29 2020-05-01
428 SPDR S&P 500 ETF P 2020-04-27 2020-05-01
272 SPDR S&P 500 ETF P 2019-08-22 2020-05-06
400 SPROTT PHYSICAL P 2020-02-26 2020-07-29
4,600 SPROTT PHYSICAL P 2020-02-26 2020-07-29
400 SPROTT PHYSICAL P 2020-02-26 2020-08-04
300 SPROTT PHYSICAL P 2020-04-27 2020-08-04
700 SPROTT PHYSICAL P 2020-04-27 2020-08-04
900 SPROTT PHYSICAL P 2020-04-27 2020-08-04
2,700 SPROTT PHYSICAL P 2020-04-27 2020-08-04
2,400 SPROTT PHYSICAL P 2020-04-27 2020-08-31
600 SPROTT PHYSICAL P 2020-04-28 2020-08-31
2,600 SPROTT PHYSICAL P 2020-04-28 2020-08-31
100 SPROTT PHYSICAL P 2020-04-28 2020-11-24
100 SPROTT PHYSICAL P 2020-04-28 2020-11-24
200 SPROTT PHYSICAL P 2020-04-28 2020-11-24
200 SPROTT PHYSICAL P 2020-04-28 2020-11-24
200 SPROTT PHYSICAL P 2020-04-28 2020-11-24
200 SPROTT PHYSICAL P 2020-04-28 2020-11-24
300 SPROTT PHYSICAL P 2020-04-28 2020-11-24
500 SPROTT PHYSICAL P 2020-04-28 2020-11-24
600 SPROTT PHYSICAL P 2020-04-28 2020-11-24
600 SPROTT PHYSICAL P 2020-04-28 2020-11-24
1,800 SPROTT PHYSICAL P 2020-04-28 2020-11-24
20 TARSUS PHARMACEUTICAL P 2020-10-22 2020-11-04
80 TARSUS PHARMACEUTICAL P 2020-10-22 2020-11-04
900 TARSUS PHARMACEUTICAL P 2020-10-22 2020-11-04
11 TARSUS PHARMACEUTICAL P 2020-10-19 2020-11-17
39 TARSUS PHARMACEUTICAL P 2020-10-19 2020-11-17
50 TARSUS PHARMACEUTICAL P 2020-10-19 2020-11-17
100 TARSUS PHARMACEUTICAL P 2020-10-19 2020-11-17
800 TARSUS PHARMACEUTICAL P 2020-10-19 2020-11-17
400 TARSUS PHARMACEUTICAL P 2020-10-19 2020-12-15
300 TARSUS PHARMACEUTICAL P 2020-10-16 2020-12-16
200 TARSUS PHARMACEUTICAL P 2018-01-09 2020-12-16
400 TARSUS PHARMACEUTICAL P 2020-10-19 2020-12-16
300 TARSUS PHARMACEUTICAL P 2020-10-16 2020-12-17
200 TARSUS PHARMACEUTICAL P 2020-10-16 2020-12-18
2,100,000 US TREAS P 2020-03-26 2020-01-01
280.9070 VANGUARD INTERM P 2020-01-01 2020-03-24
785.3540 VANGUARD 500 INDEX P 2020-01-01 2020-04-06
2,000 WEYERHAEUSER P 2020-04-29 2020-09-03
135 AT&T P 2001-01-01 2020-01-07
666 AB INCM P 2014-10-29 2020-01-07
9,000 ACHAOGEN P 2017-01-01 2020-08-06
4 ADVANSIX P 2003-10-15 2020-03-23
20 ALCON P 2001-07-26 2020-01-07
100 ALLIANCEBERNSTEIN P 2014-10-29 2020-01-07
864 ALLIANCEBERNSTEIN P 2012-12-31 2020-08-06
260.84 ALLIANZ GI P 2020-01-01 2020-01-07
100 ALPHABET P 2018-12-31 2020-03-09
823.6500 AMG MANAGERS EMRG P 2020-01-01 2020-04-29
500 APPLE P 2018-12-31 2020-01-01
223 ASSOCIATED BANC P 2013-12-31 2020-01-07
65 BANK OF AMERICA P 2013-12-31 2020-01-07
176 BANK OF NY MELLON P 2013-12-31 2020-01-07
200 BERKSHIRE HATHAWAY P 2010-12-28 2020-11-10
2,000 CADENCE BANCORP P 2018-12-31 2020-06-08
2,000 CADENCE BANCORP P 2019-01-04 2020-06-08
1,000 CADENCE BANCORP P 2018-12-31 2020-10-26
2,500 CEDAR FAIR P 2001-01-01 2020-11-12
10. CITIGROUP P 2014-10-29 2020-01-07
34 DOCUSIGN P 2013-10-08 2020-02-24
54 DOCUSIGN P 2014-02-19 2020-02-24
112 DOCUSIGN P 2014-02-19 2020-02-24
374 DOCUSIGN P 2014-02-19 2020-02-27
1,000 DWS STRATEGIC P 2014-10-29 2020-01-07
51 FIFTH THIRD BANK P 2013-12-31 2020-01-07
58 FIRST NATIONAL BANK P 2013-12-31 2020-01-07
150 ISHARES MSCI P 2006-11-09 2020-03-20
75 ISHARES MSCI P 2008-06-16 2020-01-07
200 ISHARES RUSSELL P 2006-01-01 2020-08-06
100 ISHARES US OIL GAS P 2010-12-28 2020-05-06
11,074.1970 JANUS HENDERSN INTL P 2016-05-31 2020-10-23
10,050.5130 JANUS HENDERSN INTL P 2020-01-01 2020-03-30
7,023.5280 JANUS HENDERSN LG CAP P 2020-01-01 2020-09-03
19073.6670 JANUS HENDERSON MID CAP P 2020-01-01 2020-03-11
7,217.0060 JANUS HENDERSON MID CAP P 2011-12-15 2020-10-23
400 JOHNSON & JOHNSON P 2018-12-19 2020-02-28
150 KANSAS CITY SOUTHERN P 2020-07-03 2020-08-06
2,569 LINCOLN EDUCATIONAL P 2010-12-28 2020-03-23
10,805.1530 MATTHEWS ASIAN P 2020-01-01 2020-03-23
7,035.7880 MATTHEWS CHINA P 2020-01-01 2020-03-20
849.999 MILLENDO THERAPEUTICS P 2017-01-01 2020-04-29
100 MORGAN STANLEY P 2006-06-12 2020-04-28
228 NOBLE ENERGY P 2001-12-20 2020-08-06
400 NOBLE ENERGY P 2010-12-29 2020-08-06
2,500 NUVEEN CALIF P 2014-10-29 2020-05-01
900 [AM AMERICAN SILVER P 2010-12-28 2020-03-23
200 PFIZER P 2003-10-15 2020-04-28
2 PROTHENA CORP P 2005-03-01 2020-08-06
91 QUARATE RETAIL P 2001-01-22 2020-01-07
2,000 SCHLUMBERGER P 2019-01-04 2020-07-20
167 SIRIUS XM P 2014-10-29 2020-03-23
16,255 SWISS HELVETIA P 2004-01-01 2020-04-28
5,000 TEKLA HLTHCR P 1997-07-14 2020-02-28
41 TELEFONICA BRASIL P 2014-10-29 2020-01-07
30 TESLA P 2017-09-28 2020-02-04
9 TESLA P 2017-09-28 2020-03-23
29 TESLA P 2017-03-21 2020-07-27
128 TRUIST FINL P 2014-10-29 2020-01-07
89 U S BANCORP P 1999-12-10 2020-01-07
0.2500 VANECK VECTORS P 2010-12-28 2020-04-16
12,156.5310 VANGUARD INFLATION P 2020-01-01 2020-03-24
1400 WEYERHAEUSER P 2019-01-07 2020-08-10
9,487.6660 JANUS HENDERSN SMALL MID-CAP P 2020-01-01 2020-07-29
200 MICROSOFT P 2010-12-28 2020-10-29
(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 149,224   116,920 32,304
b 1,885   1,838 47
c 2,484   3,036 -552
d 48,546   28,760 19,786
e 42,742   37,462 5,280
42,742   38,464 4,278
86,894   74,924 11,970
199   149 50
6,990   5,244 1,746
27,762   20,827 6,935
11,650   7,125 4,525
29,683   14,250 15,433
32,870   14,250 18,620
789   325 464
854   352 502
1,643   678 965
3,287   1,355 1,932
6,572   2,710 3,862
36,146   14,906 21,240
3,345   5,008 -1,663
30,105   45,080 -14,975
106,874   92,304 14,570
50,005   44,901 5,104
13,385   11,225 2,160
41,250   33,676 7,574
29,088   22,451 6,637
29,812   20,570 9,242
29,812   19,931 9,881
75,913   70,291 5,622
39,030   27,105 11,925
25,450   17,657 7,793
17,985   17,265 720
2,397   2,301 96
3,596   3,452 144
13,090   9,035 4,055
26,180   19,078 7,102
40,695   43,641 -2,946
38   41 -3
69   73 -4
190   180 10
190   181 9
190   201 -11
190   201 -11
190   201 -11
950   1,010 -60
190   202 -12
190   203 -13
190   203 -13
190   203 -13
192   204 -12
258   277 -19
380   403 -23
380   404 -24
464   497 -33
570   606 -36
1,080   1,148 -68
1,900   1,810 90
3,421   3,240 181
38   43 -5
2,120   2,354 -234
260   291 -31
1,161   1,284 -123
579   642 -63
1,616   1,807 -191
37   44 -7
67   78 -11
119   139 -20
1,488   1,746 -258
253   298 -45
372   435 -63
454   535 -81
930   1,089 -159
27,834   21,639 6,195
47,369   54,136 -6,767
148,881   101,240 47,641
12,206   16,105 -3,899
12,136   13,862 -1,726
8,718   11,068 -2,350
20,180   21,517 -1,337
13,924   10,826 3,098
15,275   10,274 5,001
30,549   20,566 9,983
15,275   10,826 4,449
12,331   11,030 1,301
157,995   143,486 14,509
7,684   5,897 1,787
15,368   11,794 3,574
3,611   2,936 675
3,613   2,936 677
7,220   5,872 1,348
15,916   11,744 4,172
4,741   6,302 -1,561
1,308   1,509 -201
4,721   2,963 1,758
4,721   2,964 1,757
7,685   2,963 4,722
7,685   2,963 4,722
5,447   3,485 1,962
5,446   3,485 1,961
29,481   13,940 15,541
13,930   6,970 6,960
13,875   6,970 6,905
38,799   33,436 5,363
28,893   23,883 5,010
28,893   21,793 7,100
32,661   74,590 -41,929
96,218   91,167 5,051
61,248   52,444 8,804
486   744 -258
953   1,459 -506
992   1,518 -526
1,459   2,233 -774
27,230   39,716 -12,486
3,891   5,300 -1,409
3,891   5,300 -1,409
19,453   26,510 -7,057
97,265   81,024 16,241
202,415   255,977 -53,562
49,245   58,509 -9,264
98,598   102,391 -3,793
80,992   83,960 -2,968
98,771   103,884 -5,113
120,782   122,397 -1,615
77,894   80,598 -2,704
7,880   6,296 1,584
90,620   72,399 18,221
8,160   6,296 1,864
6,120   4,678 1,442
14,282   10,915 3,367
18,363   14,034 4,329
55,099   42,101 12,998
49,622   37,423 12,199
12,406   9,318 3,088
53,757   40,378 13,379
1,763   1,552 211
1,763   1,552 211
3,527   3,104 423
3,527   3,104 423
3,527   3,104 423
3,527   3,104 423
26,450   23,280 3,170
8,817   7,760 1,057
10,580   9,312 1,268
10,580   9,312 1,268
31,740   27,954 3,786
489   470 19
1,958   1,881 77
21,825   21,158 667
267   253 14
969   896 73
1,214   1,148 66
2,466   2,297 169
19,870   18,372 1,498
14,169   9,186 4,983
12,861   4,878 7,983
8,574   4,593 3,981
16,074   9,186 6,888
13,454   4,878 8,576
11,854   3,252 8,602
2,099,200   2,099,968 -768
7,415   7,271 144
193,117   200,409 -7,292
60,002   44,940 15,062
5,290   2,032 3,258
5,323   4,957 366
84   112,375 -112,291
45   16 29
1,145   416 729
1,214   1,343 -129
23,814   15,069 8,745
13,671   10,869 2,802
122,948   104,044 18,904
26,900   32,198 -5,298
93,921   43,278 50,643
4,737   3,880 857
2,263   1,012 1,251
9,015   6,149 2,866
45,612   16,009 29,603
20,780   32,910 -12,130
20,780   33,983 -13,203
11,650   16,455 -4,805
83,625   111,274 -27,649
793   527 266
2,921   167 2,754
4,640   221 4,419
9,623   1,008 8,615
31,818   1,533 30,285
11,941   13,420 -1,479
1,534   1,073 461
14,618   10,156 4,462
7,265   10,767 -3,502
4,481   3,989 492
37,220   14,555 22,665
3,186   6,282 -3,096
100,000   112,189 -12,189
77,769   103,390 -25,621
87,864   88,390 -526
241,282   336,952 -95,670
79,820   72,170 7,650
52,739   51,462 1,277
27,643   2,419 25,224
4,922   39,498 -34,576
125,772   165,432 -39,660
115,457   136,167 -20,710
1,352   18,413 -17,061
1,369   3,906 -2,537
2,356   3,374 -1,018
4,134   17,567 -13,433
35,972     35,972
12,514   36,441 -23,927
7,598   6,271 1,327
26   16 10
757   2,059 -1,302
38,906   78,057 -39,151
741     741
120,900   194,872 -73,972
94,548   59,806 34,742
568   774 -206
27,803     27,803
3,840     3,840
41,602     41,602
7,093   3,817 3,276
5,127   1,190 3,937
21   228 -207
320,908   301,608 19,300
43,110   35,160 7,950
100,000   115,250 -15,250
41,116   5,613 35,503
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       32,304
b       47
c       -552
d       19,786
e       5,280
      4,278
      11,970
      50
      1,746
      6,935
      4,525
      15,433
      18,620
      464
      502
      965
      1,932
      3,862
      21,240
      -1,663
      -14,975
      14,570
      5,104
      2,160
      7,574
      6,637
      9,242
      9,881
      5,622
      11,925
      7,793
      720
      96
      144
      4,055
      7,102
      -2,946
      -3
      -4
      10
      9
      -11
      -11
      -11
      -60
      -12
      -13
      -13
      -13
      -12
      -19
      -23
      -24
      -33
      -36
      -68
      90
      181
      -5
      -234
      -31
      -123
      -63
      -191
      -7
      -11
      -20
      -258
      -45
      -63
      -81
      -159
      6,195
      -6,767
      47,641
      -3,899
      -1,726
      -2,350
      -1,337
      3,098
      5,001
      9,983
      4,449
      1,301
      14,509
      1,787
      3,574
      675
      677
      1,348
      4,172
      -1,561
      -201
      1,758
      1,757
      4,722
      4,722
      1,962
      1,961
      15,541
      6,960
      6,905
      5,363
      5,010
      7,100
      -41,929
      5,051
      8,804
      -258
      -506
      -526
      -774
      -12,486
      -1,409
      -1,409
      -7,057
      16,241
      -53,562
      -9,264
      -3,793
      -2,968
      -5,113
      -1,615
      -2,704
      1,584
      18,221
      1,864
      1,442
      3,367
      4,329
      12,998
      12,199
      3,088
      13,379
      211
      211
      423
      423
      423
      423
      3,170
      1,057
      1,268
      1,268
      3,786
      19
      77
      667
      14
      73
      66
      169
      1,498
      4,983
      7,983
      3,981
      6,888
      8,576
      8,602
      -768
      144
      -7,292
      15,062
      3,258
      366
      -112,291
      29
      729
      -129
      8,745
      2,802
      18,904
      -5,298
      50,643
      857
      1,251
      2,866
      29,603
      -12,130
      -13,203
      -4,805
      -27,649
      266
      2,754
      4,419
      8,615
      30,285
      -1,479
      461
      4,462
      -3,502
      492
      22,665
      -3,096
      -12,189
      -25,621
      -526
      -95,670
      7,650
      1,277
      25,224
      -34,576
      -39,660
      -20,710
      -17,061
      -2,537
      -1,018
      -13,433
      35,972
      -23,927
      1,327
      10
      -1,302
      -39,151
      741
      -73,972
      34,742
      -206
      27,803
      3,840
      41,602
      3,276
      3,937
      -207
      19,300
      7,950
      -15,250
      35,503
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 2 236,018
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 3 232,600
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 6,653
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  
3 Add lines 1 and 2........................... 3 6,653
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,653
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,400
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 38
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,209
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,209 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletIL
    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 ofbulletTHOMAS PERKINS Telephone no.bullet (415) 351-2300

    Located atbullet3565 WASHINGTON STSAN FRANCISCOCA ZIP+4bullet94118
    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
    THOMAS PERKINS DIRECTOR
    0.00     		0    
    3565 WASHINGTON STREET
    SAN FRANCISCO,CA94118
    ALEC PERKINS DIRECTOR
    0.00     		0    
    1926 PINE STREET
    SAN FRANCISCO,CA94109
    JAMEL PERKINS DIRECTOR
    0.00     		0    
    207 MAPLE STREET
    SAN FRANCISCO,CA94118
    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  
    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.............bullet  
    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.........................bullet  
    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
    7,349,545
    b
    Average of monthly cash balances.......................
    1b
    1,115,291
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,464,836
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,464,836
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    126,973
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,337,863
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    416,893
    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
    416,893
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,653
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,653
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    410,240
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    410,240
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    410,240
    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
    889,900
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    889,900
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    889,900
    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 7 410,240
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 168,290
    b From 2016...... 130,676
    c From 2017...... 195,033
    d From 2018...... 128,364
    e From 2019...... 262,421
    fTotal of lines 3a through e........ 884,784
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 889,900
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 410,240
    e Remaining amount distributed out of corpus 479,660
    5 Excess distributions carryover applied to 2020.    
    (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 1,364,444
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		168,290
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,196,154
    10 Analysis of line 9:
    a Excess from 2016.... 130,676
    b Excess from 2017.... 195,033
    c Excess from 2018.... 128,364
    d Excess from 2019.... 262,421
    e Excess from 2020.... 479,660
    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).)
    THOMAS PERKINS
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    SAN FRANCISCO FOUNDATION
    225 BUSH STREET
    SAN FRANCISCO,CA94104     		  PC GENERAL USE 400,000
    SAN FRANCISCO EDUCATIONAL FUND
    47 KEARNEY STREET
    SAN FRANCISCO,CA94108     		  PC GENERAL USE 25,000
    KQED RADIO
    2601 MARIPOSA STREET
    SAN FRANCISCO,CA94110     		  PC GENERAL USE 25,000
    PHILANTHROPY WORKSHOP WEST
    201 California Street Suite 630
    San Francisco,CA94111     		  PC GENERAL USE 6,400
    TIPPING POINT COMMUNITY
    220 MONTGOMERY STREET SUITE 850
    SAN FRANCISCO,CA94104     		  PC GENERAL USE 100,000
    SAN FRANCISCO GIANTS COMMUNITY FUND
    24 Willie Mays Plaza
    SAN FRANCISCO,CA94107     		  PC GENERAL USE 6,500
    YOUTH WELLNESS CENTER
    3450 Third Street
    SAN FRANCISCO,CA94124     		  PC GENERAL USE 20,000
    AMERICAN CONSERVATORY THEATER
    30 GRANT AVENUE
    SAN FRANCISCO,CA94108     		  PC GENERAL USE 5,000
    CAREMESSAGE
    PO BOX 7307
    SAN FRANCISCO,CA94120     		  PC GENERAL USE 10,000
    FREEDOM FORWARD
    702 15TH STREET
    SAN FRANCISCO,CA94103     		  PC GENERAL USE 75,000
    SAN FRANCISCO GENERAL HOSPITAL FOUN
    PO BOX 410836
    SAN FRANCISCO,CA94141     		  PC GENERAL USE 50,000
    SOUTHERN COALITION FOR SOCIAL JUSTI
    1415 WEST HIGHWAY 54
    DURHAM,NC27707     		  PC GENERAL USE 10,000
    NARAL
    335 SOUTH VAN NESS
    SAN FRANCISCO,CA94103     		  PC GENERAL USE 15,000
    STAND
    1410 DANZIG PLAZA
    CONCORD,CA94520     		  PC GENERAL USE 5,000
    VOTO LATINO
    PO BOX 35608
    WASHINGTON,DC20033     		  PC GENERAL USE 15,000
    ACCELERATE CHANGE
    294 WASHINGTON STREET
    BOSTON,MA02108     		  PC GENERAL USE 10,000
    AMERICA VOTES
    1155 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		  PC GENERAL USE 15,000
    FOUNDATION FOR SOCIAL IMPACT
    417 MAIN STREET
    LITTLE ROCK,AR72201     		  PC GENERAL USE 10,000
    TURNOUT ACTIVISM
    36 WALDEN STREET
    CAMBRIDGE,MA02108     		  PC GENERAL USE 10,000
    FEEL GOOD VOTING
    1515 12TH AVE
    SEATTLE,WA98122     		  PC GENERAL USE 5,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		  PC GENERAL USE 15,000
    HOPEWELL FUND
    1201 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		  PC GENERAL USE 10,000
    COUNT EVERY VOTE
    1401 K STREET NW
    WASHINGTON,DC20005     		  PC GENERAL USE 10,000
    VOTER REGISTRATION PROJECT
    PO BOX 33436
    WASHINGTON,DC20033     		  PC GENERAL USE 25,000
    UP 2 US FOUNDATION
    11160 VEIRS MILL ROAD
    WHEATON,MD20902     		  PC GENERAL USE 5,000
    ALL AMERICANS VOTE
    PO BOX 33436
    WASHINGTON,DC20033     		  PC GENERAL USE 7,000
    Total .................................bullet 3a 889,900
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		         
    4 Dividends and interest from securities....     14 103,646  
    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.....     18 141,489  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    1 236,018  
    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)..   481,153  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    481,153
    (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.)
    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: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    PERKINS HUNTER FOUNDATION
     
    Employer identification number

    36-3486609
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    PERKINS HUNTER FOUNDATION
          		Employer identification number
    36-3486609
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    PERKINS REVOCABLE TRUST
    3565 WASHINGTON STREET
     
    SAN FRANCISCO, CA94118

    		$ 15,550


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    PERKINS REVOCABLE TRUST
    3565 WASHINGTON STREET
     
    SAN FRANCISCO, CA94118

    		$ 5,335


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    PERKINS REVOCABLE TRUST
    3565 WASHINGTON STREET
     
    SAN FRANCISCO, CA94118

    		$ 14,384


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    PERKINS REVOCABLE TRUST
    3565 WASHINGTON STREET
     
    SAN FRANCISCO, CA94118

    		$ 5,224


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    PERKINS REVOCABLE TRUST
    3565 WASHINGTON STREET
     
    SAN FRANCISCO, CA94118

    		$ 5,284


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    PERKINS REVOCABLE TRUST
    3565 WASHINGTON STREET
     
    SAN FRANCISCO, CA94118

    		$ 7,196


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    PERKINS HUNTER FOUNDATION
          		Employer identification number
    36-3486609
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    PERKINS REVOCABLE TRUST
    3565 WASHINGTON STREET
     
    SAN FRANCISCO, CA94118

    		$ 11,880


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    PERKINS REVOCABLE TRUST
    3565 WASHINGTON STREET
     
    SAN FRANCISCO, CA94118

    		$ 8,838


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    PERKINS REVOCABLE TRUST
    3565 WASHINGTON STREET
     
    SAN FRANCISCO, CA94118

    		$ 8,418


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    PERKINS HUNTER FOUNDATION
          		Employer identification number

    36-3486609
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 296.808 SHARES ALLIANZ GI FOCUSED GROWTH FUND CL A $ 15,550 2020-01-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 666 SHARES ALLIANCEBERNSTEIN INCM FD ADV $ 5,335 2020-01-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 58 SHARES FIRST NATIONAL BANK ALASKA $ 14,384 2020-01-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 89 SHARES US BANCORP $ 5,224 2020-01-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 135 SHARES AT&T $ 5,284 2020-01-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    6
    		 128 SHARES TRUIST FINL CORP $ 7,196 2020-01-03
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    PERKINS HUNTER FOUNDATION
          		Employer identification number

    36-3486609
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    7
    		 1,000 SHARES DWS STRATEGIC MUNICIPAL $ 11,880 2020-01-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    8
    		 176 SHARES BANK OF NY MELLON CO $ 8,838 2020-01-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    9
    		 100 SHARES NOVARTIS AG $ 8,418 2020-10-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    PERKINS HUNTER FOUNDATION
          		Employer identification number

    36-3486609
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0

    TY 2020 LegalFeesSchedule
    Name:
    PERKINS HUNTER FOUNDATION
    EIN:
    36-3486609
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Engelberg & Smith 2,500 2,500 0 0


    TY 2020 OtherAssetsSchedule
    Name:
    PERKINS HUNTER FOUNDATION
    EIN:
    36-3486609
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    0.5568% GLOBAL SME GROWTH FUND     840,273
    1,200 SUN COMM     182,340
    1,200 SUN COMMUNITIES   156,907  
    1,400 LAMAR ADV     116,508
    1,400 LAMAR ADVERTISING CO0050   65,894  
    2,000 EQUITY LIFESTYLE   119,681 126,720
    200 ACTUA CORP   2,554  
    3,000 AMERICOLD REALTY TR     111,990
    3,000 AMERICOLD REALTY TRUST   111,290  
    3,000 POTLATCH   101,132 150,060
    3,000 WEYERHAEUSER   60,020 100,590
    6.757% HUNTER DIVERSIFIED FUND   1,005,657 1,005,657
    GLOBAL SME GROWTH FUND LP 1,065,499 840,273  


    TY 2020 OtherDecreasesSchedule
    Name:
    PERKINS HUNTER FOUNDATION
    EIN:
    36-3486609
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    Excise Taxes 10,900
    Foreign Taxes 25


    TY 2020 OtherIncomeSchedule2
    Name:
    PERKINS HUNTER FOUNDATION
    EIN:
    36-3486609
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 141,489 141,489  


    TY 2020 OtherIncreasesSchedule
    Name:
    PERKINS HUNTER FOUNDATION
    EIN:
    36-3486609
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    Partnership Distributions 977,535