BF & ROSE H PERKINS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BF & ROSE H PERKINS FOUNDATION (EIN 83-0138740)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201921359349103492
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T15:38:15-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830232295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHATT JOHNSON & GODWIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 603 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 828010603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830138740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BF & ROSE H PERKINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BF&R | BusinessNameControlTxt |
| Phone | 3076748871 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1064 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE CARROLL | PersonNm |
| Person Title | SEC/TREAS | PersonTitleTxt |
| Phone | 3076748871 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL B JOHNSON | PreparerPersonNm |
| PTIN | P00912386 | PTIN |
| Phone | 3076726494 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.36.7.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 15:38:15 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B6F0894EE3CE79D3C0F23269B1D9146FC4654C70 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 805BA36C4D31DE313A4401D41593C45540D2087E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,662,634 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $40,716 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $163,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $319,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,797,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $319,588 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,004 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,004 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $528,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $487,402 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $46,591 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $46,591 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,383 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,383 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $663 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,037 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $882 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,528 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,311 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $59,861 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $502 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,418 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,418 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,175 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,635 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,540 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,020 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,095 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $222,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,070 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $163,535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,513 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,513 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $371,865 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,070 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $313,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $156,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $437,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,050 | CashBOYAmt |
| Cash EOY | $23,169 | CashEOYAmt |
| Cash EOYFMV | $23,169 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $382,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $295,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $295,494 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,287,686 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,464,061 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,287,686 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,287,686 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,075 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $4,209,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,015,252 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,015,252 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,286,991 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,024,638 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,024,638 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,733 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,395 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,395 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $57,151 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,234 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,336 | LandBOYAmt |
| Land EOY | $6,917 | LandEOYAmt |
| Land EOYFMV | $10,000 | LandEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,365,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,654,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,662,634 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,590 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,288 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,590 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,288 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $619,299 | CapitalStockBOYAmt |
| Capital Stock EOY | $619,299 | CapitalStockEOYAmt |
| Retained Earning BOY | $7,738,135 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,032,965 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,357,434 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,652,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,365,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,654,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,357,434 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $156,253 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,513,687 | SubtotalAmt |
| Other Decreases | $861,423 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,652,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (105 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA MINERAL RIGHTS | P | 1992-04-01 | 2018-09-05 | $120,000 | $1 | $119,999 | $119,999 |
| 1908.397-VANGUARD SHORT-TERM FEDERAL | P | 2017-03-22 | 2018-05-23 | $20,019 | $20,420 | -$401 | -$401 |
| 99-QUALCOMM INC | P | 2016-03-11 | 2018-08-13 | $6,401 | $4,996 | $1,405 | $1,405 |
| 735.236-HARBOR INTERNATIONAL FUND | P | 2014-09-24 | 2018-01-05 | $51,239 | $51,790 | -$551 | -$551 |
| 81-UNION PACIFIC CORP | P | 2013-11-20 | 2018-06-08 | $11,570 | $6,437 | $5,133 | $5,133 |
| 100-ROCHE HOLDINGS AG SPN ADR EACH R | P | 2012-12-20 | 2018-04-03 | $2,804 | $2,538 | $266 | $266 |
| 4630.29-VANGUARD HIGH-YIELD CORPORAT | P | 2012-02-13 | 2018-02-27 | $26,948 | $27,087 | -$139 | -$139 |
| 264-CONSUMER STAPLES SELECT SECTOR S | P | 2018-05-11 | 2018-11-01 | $14,594 | $13,084 | $1,510 | $1,510 |
| 3516.98-EATON VANCE FLOATING-RATE AD | P | 2017-06-27 | 2018-11-05 | $38,476 | $38,195 | $281 | $281 |
| 549.468-HARBOR INTERNATIONAL FUND | P | 2016-01-19 | 2018-01-05 | $38,292 | $29,957 | $8,335 | $8,335 |
| 3756.098-EATON VANCE FLOATING-RATE A | P | 2014-08-22 | 2018-11-05 | $41,092 | $41,580 | -$488 | -$488 |
| 4558.854-VANGUARD SHORT-TERM INVESTM | P | 2013-09-09 | 2018-01-16 | $48,324 | $48,324 | ||
| 20-COSTCO WHOLESALE CORP | P | 2012-12-20 | 2018-05-11 | $3,908 | $1,980 | $1,928 | $1,928 |
| 2093.254-VANGUARD HIGH-YIELD CORPORA | P | 2012-02-13 | 2018-05-17 | $11,994 | $12,246 | -$252 | -$252 |
| 222.51-FIDELITY INTERNATIONAL INDEX | P | 2018-02-27 | 2018-11-02 | $9,708 | $9,708 | ||
| 950.57-DFA GLOBAL REAL ESTATE SECURI | P | 2017-04-13 | 2018-05-23 | $10,086 | $10,266 | -$180 | -$180 |
| 229-FORD MOTOR CO | P | 2016-01-19 | 2018-03-16 | $2,551 | $2,798 | -$247 | -$247 |
| 180-CELGENE CORP | P | 2014-04-15 | 2018-08-13 | $16,439 | $12,475 | $3,964 | $3,964 |
| 140.394-VANGUARD SHORT-TERM INVESTME | P | 2013-09-09 | 2018-02-06 | $1,484 | $1,494 | -$10 | -$10 |
| 70-CELGENE CORP | P | 2012-12-20 | 2018-08-13 | $6,393 | $2,804 | $3,589 | $3,589 |
| 69-JPMORGAN CHASE & CO | P | 2012-02-08 | 2018-02-27 | $8,196 | $2,644 | $5,552 | $5,552 |
| 1991.591-FIDELITY INTERNATIONAL INDE | P | 2018-01-16 | 2018-11-02 | $90,000 | $90,000 | ||
| 1680.672-VANGUARD SHORT-TERM INVESTM | P | 2017-08-25 | 2018-11-06 | $17,479 | $18,000 | -$521 | -$521 |
| 67-APACHE CORP | P | 2016-01-19 | 2018-04-03 | $2,532 | $2,383 | $149 | $149 |
| 5022.422-EATON VANCE FLOATING-RATE A | P | 2014-04-09 | 2018-11-05 | $54,945 | $56,000 | -$1,055 | -$1,055 |
| 2203.22-EATON VANCE FLOATING-RATE AD | P | 2013-09-09 | 2018-02-27 | $24,125 | $24,566 | -$441 | -$441 |
| 49-QUALCOMM INC | P | 2012-12-20 | 2018-08-13 | $3,168 | $3,000 | $168 | $168 |
| 5-JPMORGAN CHASE & CO | P | 2012-02-08 | 2018-03-16 | $581 | $192 | $389 | $389 |
| 4574.681-FIDELITY INTERNATIONAL INDE | P | 2018-01-08 | 2018-11-02 | $203,024 | $203,024 | ||
| 3210.273-DFA COMMODITY STRATEGY PORT | P | 2017-02-22 | 2018-05-23 | $20,064 | $19,390 | $674 | $674 |
| 220-CITIGROUP INC | P | 2016-01-19 | 2018-11-01 | $14,537 | $9,475 | $5,062 | $5,062 |
| 20-APPLE INC | P | 2014-03-28 | 2018-02-27 | $3,584 | $1,533 | $2,051 | $2,051 |
| 36-SKYWORKS SOLUTIONS INC | P | 2013-08-23 | 2018-02-27 | $4,022 | $905 | $3,117 | $3,117 |
| 105-CITIGROUP INC | P | 2012-12-20 | 2018-11-01 | $6,927 | $4,199 | $2,728 | $2,728 |
| 156-CISCO SYSTEMS INC | P | 2011-01-06 | 2018-05-11 | $7,186 | $3,265 | $3,921 | $3,921 |
| 523.923-VANGUARD SHORT-TERM INVESTME | P | 2017-12-28 | 2018-11-06 | $5,449 | $5,570 | -$121 | -$121 |
| 183-WELLS FARGO & CO | P | 2016-10-27 | 2018-02-27 | $10,984 | $8,566 | $2,418 | $2,418 |
| 189-APACHE CORP | P | 2015-09-14 | 2018-04-03 | $7,143 | $7,575 | -$432 | -$432 |
| 73-APPLE INC | P | 2014-03-28 | 2018-11-01 | $15,996 | $5,595 | $10,401 | $10,401 |
| 4558.854-VANGUARD SHORT-TERM INVESTM | P | 2013-08-21 | 2018-02-06 | $48,187 | $48,643 | -$456 | -$456 |
| 59-ROCHE HOLDINGS AG SPN ADR EACH RE | P | 2012-12-12 | 2018-04-03 | $1,655 | $1,496 | $159 | $159 |
| 5122.951-VANGUARD INTERMEDIATE-TERM | P | 2010-03-30 | 2018-01-16 | $49,641 | $50,000 | -$359 | -$359 |
| 1674.249-DFA INFLATION PROTECTED SEC | P | 2017-11-17 | 2018-02-27 | $19,237 | $19,823 | -$586 | -$586 |
| 292-WELLS FARGO & CO | P | 2016-10-27 | 2018-03-27 | $15,293 | $13,668 | $1,625 | $1,625 |
| 293-EXELON CORP | P | 2015-03-31 | 2018-11-30 | $13,446 | $9,791 | $3,655 | $3,655 |
| 36-APPLE INC | P | 2014-03-28 | 2018-11-02 | $7,451 | $2,759 | $4,692 | $4,692 |
| 43-MICROSOFT CORP | P | 2013-08-15 | 2018-02-27 | $4,090 | $1,366 | $2,724 | $2,724 |
| 78-CELGENE CORP | P | 2012-12-11 | 2018-08-13 | $7,124 | $3,229 | $3,895 | $3,895 |
| 5322.778-VANGUARD INTERMEDIATE-TERM | P | 2010-02-10 | 2018-01-16 | $51,578 | $51,844 | -$266 | -$266 |
| 2512.939-VANGUARD SHORT-TERM INVESTM | P | 2017-03-22 | 2018-02-06 | $26,562 | $26,788 | -$226 | -$226 |
| 293-WELLS FARGO & CO | P | 2016-10-27 | 2018-03-27 | $15,328 | $13,715 | $1,613 | $1,613 |
| 100000-FLUOR CORP 3.375% 15 SEP 2021 | P | 2015-02-24 | 2018-09-24 | $100,657 | $103,986 | -$3,329 | -$3,329 |
| 50000-CITIGROUP INC 2.5% 26 SEP 2018 | P | 2014-02-18 | 2018-09-26 | $50,000 | $50,330 | -$330 | -$330 |
| 6688.963-VANGUARD HIGH-YIELD CORPORA | P | 2013-07-16 | 2018-05-17 | $38,328 | $40,000 | -$1,672 | -$1,672 |
| 8-UNITEDHEALTH GROUP INC | P | 2012-09-27 | 2018-02-27 | $1,884 | $451 | $1,433 | $1,433 |
| 235-QUALCOMM INC | P | 2007-11-01 | 2018-08-13 | $15,195 | $9,466 | $5,729 | $5,729 |
| 5203.002-VANGUARD SHORT-TERM FEDERAL | P | 2017-03-22 | 2018-02-06 | $54,944 | $55,672 | -$728 | -$728 |
| 97-LOWE'S COS INC | P | 2016-10-19 | 2018-02-27 | $9,409 | $6,741 | $2,668 | $2,668 |
| 50000-BNP PARIBAS / BNP PARIBAS US M | P | 2015-02-24 | 2018-12-12 | $50,000 | $50,705 | -$705 | -$705 |
| 1156.978-HARBOR INTERNATIONAL FUND | P | 2014-02-11 | 2018-01-05 | $80,630 | $81,000 | -$370 | -$370 |
| 471.568-HARBOR INTERNATIONAL FUND | P | 2013-04-15 | 2018-01-05 | $32,864 | $29,699 | $3,165 | $3,165 |
| 107-UNITEDHEALTH GROUP INC | P | 2012-09-27 | 2018-08-13 | $27,863 | $6,030 | $21,833 | $21,833 |
| 71-QUALCOMM INC | P | 2005-04-21 | 2018-02-27 | $4,724 | $2,328 | $2,396 | $2,396 |
| 2851.711-VANGUARD SHORT-TERM INVESTM | P | 2017-03-22 | 2018-02-26 | $30,029 | $30,399 | -$370 | -$370 |
| 65-NIKE INC | P | 2016-10-12 | 2018-02-27 | $4,443 | $3,420 | $1,023 | $1,023 |
| 114.307-VANGUARD EMERGING MARKETS ST | P | 2015-02-13 | 2018-02-27 | $4,565 | $3,954 | $611 | $611 |
| 216.404-DFA EMERGING MARKETS SMALL C | P | 2014-02-11 | 2018-02-27 | $5,313 | $4,255 | $1,058 | $1,058 |
| 4866.217-VANGUARD SHORT-TERM INVESTM | P | 2013-04-15 | 2018-01-16 | $51,582 | $51,582 | ||
| 7-MCKESSON CORP | P | 2012-09-13 | 2018-02-27 | $1,068 | $616 | $452 | $452 |
| 79-QUALCOMM INC | P | 2005-04-21 | 2018-08-13 | $5,108 | $2,590 | $2,518 | $2,518 |
| 1899.335-VANGUARD SHORT-TERM FEDERAL | P | 2017-03-22 | 2018-02-26 | $20,019 | $20,323 | -$304 | -$304 |
| 91-STARBUCKS CORP | P | 2016-04-18 | 2018-02-27 | $5,173 | $5,554 | -$381 | -$381 |
| 6164.14-VANGUARD HIGH-YIELD CORPORAT | P | 2015-02-13 | 2018-05-17 | $35,321 | $37,170 | -$1,849 | -$1,849 |
| 1274.596-EATON VANCE FLOATING-RATE A | P | 2014-02-11 | 2018-02-27 | $13,957 | $14,288 | -$331 | -$331 |
| 1758.968-TEMPLETON GLOBAL BOND FUND/ | P | 2013-04-15 | 2018-02-27 | $20,949 | $23,256 | -$2,307 | -$2,307 |
| 67-CITIGROUP INC | P | 2012-08-03 | 2018-02-27 | $5,175 | $1,845 | $3,330 | $3,330 |
| 42-CISCO SYSTEMS INC | P | 2005-03-02 | 2018-02-27 | $1,886 | $755 | $1,131 | $1,131 |
| 17056.43-VANGUARD SHORT-TERM INVESTM | P | 2017-03-22 | 2018-02-27 | $179,434 | $181,822 | -$2,388 | -$2,388 |
| 143-CELGENE CORP | P | 2016-04-18 | 2018-08-13 | $13,060 | $15,403 | -$2,343 | -$2,343 |
| 2006.981-VANGUARD HIGH-YIELD CORPORA | P | 2015-02-13 | 2018-05-23 | $11,480 | $12,102 | -$622 | -$622 |
| 2475.246-VANGUARD HIGH-YIELD CORPORA | P | 2014-02-11 | 2018-05-17 | $14,183 | $15,000 | -$817 | -$817 |
| 373.346-OPPENHEIMER DEVELOPING MARKE | P | 2013-04-15 | 2018-02-27 | $16,733 | $12,743 | $3,990 | $3,990 |
| 514-FORD MOTOR CO | P | 2012-08-03 | 2018-03-16 | $5,725 | $4,677 | $1,048 | $1,048 |
| 98-CISCO SYSTEMS INC | P | 2005-03-02 | 2018-05-11 | $4,514 | $1,762 | $2,752 | $2,752 |
| 9433.962-VANGUARD SHORT-TERM FEDERAL | P | 2017-03-14 | 2018-01-16 | $99,906 | $100,566 | -$660 | -$660 |
| 40.966-VANGUARD MID-CAP INDEX FUND | P | 2016-03-24 | 2018-02-27 | $7,929 | $6,029 | $1,900 | $1,900 |
| 1501-FORD MOTOR CO | P | 2014-10-20 | 2018-03-16 | $16,719 | $21,229 | -$4,510 | -$4,510 |
| 1004.566-EATON VANCE FLOATING-RATE A | P | 2014-02-11 | 2018-05-23 | $11,000 | $11,261 | -$261 | -$261 |
| 4866.217-VANGUARD SHORT-TERM INVESTM | P | 2013-03-27 | 2018-02-06 | $51,436 | $52,798 | -$1,362 | -$1,362 |
| 239-CITIGROUP INC | P | 2012-08-03 | 2018-11-01 | $15,768 | $6,582 | $9,186 | $9,186 |
| 114-COSTCO WHOLESALE CORP | P | 2003-09-11 | 2018-05-11 | $22,275 | $3,641 | $18,634 | $18,634 |
| 3766.902-VANGUARD SHORT-TERM FEDERAL | P | 2017-03-14 | 2018-02-06 | $39,778 | $40,155 | -$377 | -$377 |
| 482.88-VANGUARD MID-CAP INDEX FUND | P | 2016-03-24 | 2018-12-21 | $79,772 | $71,070 | $8,702 | $8,702 |
| 184-CITIGROUP INC | P | 2014-10-20 | 2018-11-01 | $12,139 | $9,301 | $2,838 | $2,838 |
| 3519.232-EATON VANCE FLOATING-RATE A | P | 2014-02-11 | 2018-11-05 | $38,500 | $39,451 | -$951 | -$951 |
| 886-ROCHE HOLDINGS AG SPN ADR EACH R | P | 2013-01-29 | 2018-04-03 | $24,848 | $24,384 | $464 | $464 |
| 138-JPMORGAN CHASE & CO | P | 2012-05-25 | 2018-03-16 | $16,047 | $4,641 | $11,406 | $11,406 |
| 16-PEPSICO INC | P | 2001-07-16 | 2018-02-27 | $1,784 | $745 | $1,039 | $1,039 |
| 2357.555-VANGUARD SHORT-TERM INVESTM | P | 2017-03-22 | 2018-11-06 | $26,391 | $27,050 | -$659 | -$659 |
| 706.105-VANGUARD MID-CAP INDEX FUND | P | 2016-03-24 | 2018-12-21 | $116,649 | $103,924 | $12,725 | $12,725 |
| 179-CITIGROUP INC | P | 2014-10-20 | 2018-11-01 | $11,828 | $9,048 | $2,780 | $2,780 |
| 11-UNION PACIFIC CORP | P | 2013-11-20 | 2018-02-27 | $1,503 | $874 | $629 | $629 |
| 346-FORD MOTOR CO | P | 2012-12-20 | 2018-03-16 | $3,854 | $4,053 | -$199 | -$199 |
| 1054.544-TEMPLETON GLOBAL BOND FUND/ | P | 2012-02-13 | 2018-02-27 | $12,560 | $13,605 | -$1,045 | -$1,045 |
| LITIGATION PROCEEDS | P | 2017-07-04 | 2018-07-05 | $56 | $56 | $56 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $319,588 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,250 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $451,023 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,426,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070185 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $437,897 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,797,356 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075534 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,159,904 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,095,001 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.304426 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $657,535 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,766,121 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084667 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $554,119 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,176,217 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077216 | DistributionYr5Rt |
| Total Distribution | 0.612028 | TotalDistributionRt |
| Average Distribution | 0.122406 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,793,946 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $831,620 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,373 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $835,993 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $448,337 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,747 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,747 | SubtotalAmt |
| Tax Based On Investment Income | $8,747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,920 | TotalPaymentsAndCreditsAmt |
| Tax Due | $827 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PERKINSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BF ROSE H PERKINS FOUNDATION | IndividualWithBooksNm |
| Phone | 3076748871 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 EAST LOUCKS ST | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVE CARROLL | ||||||||
| PO BOX 1064 | SHERIDAN | WY | 82801 | SEC/TREAS | 5.00 | $2,400 | $0 | $0 |
| GEORGE FLETCHER | ||||||||
| PO BOX 1064 | SHERIDAN | WY | 82801 | TRUSTEE | 5.00 | $2,400 | $0 | $0 |
| MELISSA K WATT DDS | ||||||||
| PO BOX 1064 | SHERIDAN | WY | 82801 | TRUSTEE | 5.00 | $2,400 | $0 | $0 |
| DAVID GARBER | ||||||||
| PO BOX 1064 | SHERIDAN | WY | 82801 | VICE CHAIRMA | 5.00 | $2,400 | $0 | $0 |
| PADDY BARD | ||||||||
| PO BOX 1064 | SHERIDAN | WY | 82801 | CHAIRMAN | 5.00 | $2,400 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HEALTHY HABITS, HEALTHY KIDS PROGRAM | Description1Txt |
| Expenses1 | $59,861 | Expenses1Amt |
| Description2 | MEDICAL EXPENSE ASSISTANCE TO 26 CHILDREN. | Description2Txt |
| Expenses2 | $48,013 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL LOANS TO 37 STUDENTS | Description1Txt |
| Expenses1 | $135,289 | Expenses1Amt |
| Total | $135,289 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,457,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $360,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $78,846 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,897,407 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,897,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,793,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,747 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,747 | TotalTaxAmt |
| Distributable Before Adj | $330,950 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $311,665 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $642,615 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $642,615 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $313,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $135,289 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $448,337 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $448,337 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $642,615 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $250,171 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $250,171 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $448,337 | QualifyingDistributionsAmt |
| Applied To Current Year | $448,337 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $194,278 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $194,278 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $55,893 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $55,893 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $55,893 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BF ROSE H PERKINS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1064 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3076748871 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT FOUNDATION OFFICE FOR APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY APPLICANTS MUST BE RESIDENTS OF SHERIDAN COUNTY, WYOMING, UNDER AGE 21, AND SHOW FINANCIAL NEED. ADDITIONAL RESTRICTION INFORMATION IS AVAILABLE FROM THE FOUNDATION OFFICE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 26 CHILDREN WITH | |||||||
| FINANCIAL NEED | SHERIDAN COUNTY | WY | 82801 | NONE | INDIVIDUAL | MEDICAL & DENTAL EXPENSES | $48,013 |
| SHERIDAN COLLEGE FOUNDATION | |||||||
| PO BOX 6328 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | BUILDING FUND & SCHOLARSHIPS | $39,000 |
| SHERIDAN SCHOOL DISTRICT 2 | |||||||
| 201 N CONNOR ST 100 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $2,500 |
| VOLUNTEERS OF AMERICA | |||||||
| 1876 S SHERIDAN AVE | SHERIDAN | WY | 82807 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $5,000 |
| PEOPLE ASSISTANCE MANAGEMENT INC | |||||||
| PO BOX 312 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | HOLIDAY MEALS | $5,000 |
| SHERIDAN COUNTY LIBRARY FOUNDATION | |||||||
| 335 W ALGER ST | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $2,500 |
| TONGUE RIVER CHILD'S PLACE | |||||||
| 84 DAYTON ST | RANCHESTER | WY | 82839 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $1,500 |
| SHERIDAN COUNTY YMCA | |||||||
| 417 N JEFFERSOAN ST | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | GIVE YOUR HEART TO A CHILD CAMPAIGN | $2,500 |
| SHERIDAN HEALTH CENTER | |||||||
| PO BOX 682 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | COMMUNITY GRANT FOR YOUNG ADULTS | $11,250 |
| SHERIDAN RECREATION DISTRICT | |||||||
| PO BOX 6308 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SPONSORSHIP | $1,000 |
| SHERIDAN SCHOOL DISTRICT 1 | |||||||
| PO BOX 395 | RANCHESTER | WY | 82839 | NONE | EXEMPT ORG. | TR DESTINATION IMAGINATION | $3,000 |
| THE FOOD GROUP | |||||||
| 1 S TSCHIRGI | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $2,500 |
| BIG HORN EDUCATION FUND | |||||||
| PO BOX 615 | BIG HORN | WY | 82833 | NONE | EXEMPT ORG. | SCHOLARSHIP SUPPORT | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 6196 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $5,000 |
| JOEY'S FLY FISHING FOUNDATION | |||||||
| 109 S MAIN STE B | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $2,750 |
| RAISING READERS IN WYOMING | |||||||
| 475 S SPRUCE ST | CASPER | WY | 82601 | NONE | EXEMPT ORG. | SHERIDAN COUNTY YOUTH | $5,000 |
| SHERIDAN ARTISTS GUILD | |||||||
| 21 W BRUNDAGE ST | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $2,500 |
| SHERIDAN KIDS LIFE | |||||||
| 444 W ALGER | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $5,000 |
| SHERIDAN COUNTY MEMORIAL HOSPITAL | |||||||
| PO BOX 391 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $1,000 |
| SHERIDAN ON SKATES | |||||||
| 475 E BRUNDAGE | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,513 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,810 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $4,004 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $319,588 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $487,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $487,402 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHANDLER H KIBBEE AND MERCEDES K | ||||||
| 1 | PO BOX 2007 | SHERIDAN | WY | 82801 | $15,000 | Yes (X) |
| WYOMING COMMUNITY FOUNDATION | ||||||
| 2 | 1472 N 5TH ST STE 201 | LARAMIE | WY | 82072 | $15,000 | Yes (X) |
| WK LOVE FOUNDATION | ||||||
| 3 | 303 S MAIN ST | SHERIDAN | WY | 82801 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,410 | Amt |
| Net Investment Income | $882 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,528 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FULLY DEPRECIATED - SEE LIST | 1998-01-01 | $24,832 | $24,832 | 200DB | 7.0000 | ||
| CHECK PRINTER | 1999-07-26 | $567 | $567 | 200DB | 7.0000 | ||
| OFFICE CHAIR | 2001-11-21 | $575 | $575 | 200DB | 7.0000 | ||
| VACUUM CLEANER | 2004-12-28 | $292 | $292 | 200DB | 7.0000 | ||
| COPY MACHINE | 2006-07-31 | $1,864 | $1,864 | 200DB | 7.0000 | ||
| SCANNER | 2006-10-18 | $400 | $400 | 200DB | 7.0000 | ||
| WIRING | 1992-10-31 | $336 | $269 | S/L | 31.5000 | $10 | $10 |
| CARPET | 1992-10-31 | $3,522 | $2,819 | S/L | 31.5000 | $112 | $112 |
| DRAPES | 1992-10-31 | $2,694 | $2,156 | S/L | 31.5000 | $85 | $85 |
| PAINTING & DRAPES | 1992-11-30 | $2,664 | $2,125 | S/L | 31.5000 | $84 | $84 |
| ARTWORK - SEE LIST | 1994-09-30 | $3,772 | |||||
| DELL OPTIPLEX DESKTOP | 2008-01-28 | $1,645 | $1,645 | 200DB | 5.0000 | ||
| SCANNER | 2009-04-08 | $767 | $767 | 200DB | 5.0000 | ||
| PRINTER/COPIER/FAX | 2012-10-08 | $2,861 | $2,861 | 200DB | 5.0000 | ||
| COMPUTER - BUS TECH, INC. | 2013-08-19 | $1,162 | $1,095 | 200DB | 5.0000 | $67 | $67 |
| CLOUD BASED SERVER | 2015-04-06 | $9,200 | $6,550 | 200DB | 5.0000 | $1,060 | $1,060 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST INTERSTATE TRUST AGENCY ACCT | ||
| DFA INFLATION PROTECTED SECURITIES | $111,321 | $111,321 |
| VANGUARD SHORT-TERM FEDERAL FUND | $133,493 | $133,493 |
| ALLERGAN INC 3.375% | $100,903 | $100,903 |
| BNP PARIBAS | ||
| CITIGROUP INC | ||
| FLUOR CORP 3.375% | ||
| HSBC USA INC | $49,840 | $49,840 |
| JPMORGAN CHASE & CO 3.25% | $100,091 | $100,091 |
| MORGAN STANLEY | $50,525 | $50,525 |
| WELLS FARGO & CO. 3.45% | $99,224 | $99,224 |
| VANGUARD INTERMEDIATE TERM | $81,907 | $81,907 |
| VANGUARD SHORT-TERM INVESTM | ||
| EATON VANCE FL RATE ADV | $49,783 | $49,783 |
| VANGUARD HIGH YIELD CORPORA | $49,815 | $49,815 |
| TEMPLETON GLOBAL BOND FUND | $197,736 | $197,736 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST INTERSTATE TRUST AGENCY ACCT | ||
| ALPHABET INC CAP STK CL A | $31,349 | $31,349 |
| AMERICAN EXPRESS COMPANY | $41,941 | $41,941 |
| APACHE CORPORATION | ||
| APPLE COMPUTER INC | $40,855 | $40,855 |
| BERKSHIRE HATHAWAY INC CL B | $30,014 | $30,014 |
| BRISTOL MYERS SQUIBB COMPANY | $25,782 | $25,782 |
| CELGENE CORP | ||
| CHEVRON CORP | $20,017 | $20,017 |
| CISCO SYSTEMS INC | $33,147 | $33,147 |
| CITIGROUP INC | ||
| COMMUNICATION SERVICES SELECT SECTOR | $36,037 | $36,037 |
| CONSUMER DISCRETIONARY SELECT SECTOR | $27,030 | $27,030 |
| CONSUMER STAPLES SELECT SECTOR | $13,406 | $13,406 |
| COSTCO WHOLESALE CORPORATION | ||
| DOWDUPONT INC | $21,232 | $21,232 |
| EMERSON ELECTRIC COMPANY | $27,007 | $27,007 |
| ENERGY SELECT SECTOR SPDR FUND | $6,309 | $6,309 |
| EXELON CORPORATION | $19,844 | $19,844 |
| EXXON MOBIL CORPORATION | $32,117 | $32,117 |
| FACEBOOK INC | $27,005 | $27,005 |
| FEDEX CORP | $20,086 | $20,086 |
| FINANCIAL SELECT SECTOR SPDR FUND | $37,064 | $37,064 |
| FORD MOTOR COMPANY | ||
| GENERAL ELECTRIC COMPANY | ||
| GILEAD SCIENCES INC. | $35,091 | $35,091 |
| GOLDMAN SACHS GROUP INC | $25,726 | $25,726 |
| HEALTH CARE SELECT SECTOR SPDR FUND | $72,841 | $72,841 |
| INDUSTRIAL SELECT SECTOR SPDR FUND | $32,334 | $32,334 |
| JP MORGAN CHASE & COMPANY | $55,839 | $55,839 |
| LOWE'S COS INC | $39,807 | $39,807 |
| MATERIALS SELECT SECTOR SPDR FUND | $9,599 | $9,599 |
| MCKESSON CORPORATION | $30,597 | $30,597 |
| MICROSHIP TECHNOLOGY INC | $17,477 | $17,477 |
| MICROSOFT CORPORATION | $39,003 | $39,003 |
| MONDELEZ INTERNATIONAL INC | $25,745 | $25,745 |
| NIKE INC | $33,983 | $33,983 |
| PEPSICO INC | $31,306 | $31,306 |
| QUALCOMM INC | $20,658 | $20,658 |
| SCHLUMBERGER LIMITED | $20,412 | $20,412 |
| SKYWORKS SOLUTIONS INC | $21,983 | $21,983 |
| STARBUCKS CORP | $35,420 | $35,420 |
| TECHNOLOGY SELECT SECTOR SPDR FUND | $50,390 | $50,390 |
| UNION PACIFIC CORPORATION | $30,272 | $30,272 |
| UNITEDHEALTH GROUP INC | $26,905 | $26,905 |
| VANGUARD 500 INDEX FUND | $1,052,177 | $1,052,177 |
| WAL-MART STORES INC | $27,914 | $27,914 |
| WALT DISNEY CO | $62,118 | $62,118 |
| WELLS FARGO & CO | ||
| DFA US SMALL CAP EQUITIES | $498,403 | $498,403 |
| VANGUARD MID-CAP INDEX FUND | ||
| AMERICAN EUROPACIFIC GROWTH | $257,564 | $257,564 |
| FIDELITY INTERNATIONAL INDEX FUND | $257,938 | $257,938 |
| GS-INTERNATIONAL SML CAP INSIGHT FUN | $141,612 | $141,612 |
| HARBOR INTERNATIONAL FUND | ||
| DFA EMERGING MARKETS SML CAP | $269,991 | $269,991 |
| OPPENHEIMER DEVELOPING MARKETS | $337,829 | $337,829 |
| VANGUARD EMERGING MARKETS STOCK INDE | $349,066 | $349,066 |
| ROCHE HOLDINGS LTD SPONS | ||
| DFA COMMODITY STRATEGY PORTFOLIO | $305,014 | $305,014 |
| DFA GLOBAL REAL STATE SECURITIES | $309,996 | $309,996 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED DIVIDENDS RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,395 | BookValueAmt |
| EOYFMV | $1,395 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT AND FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $57,151 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $50,234 | AccumulatedDepreciationAmt |
| Book Value | $6,917 | BookValueAmt |
| EOYFMV | $10,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $5,700 | LegalFeesAmt |
| Net Investment Income | $663 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,037 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL INTERESTS | Desc |
| BOY Book Value | $2 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $5,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $861,423 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $136 | $68 | $68 |
| CONTINUING EDUCATION | $350 | $350 | |
| DUES & SUBSCRIPTIONS | $129 | $26 | $103 |
| INSURANCE | $3,012 | $1,506 | $1,506 |
| OFFICE SUPPLIES | $29,581 | $5,916 | $23,665 |
| POSTAGE & DELIVERY | $829 | $166 | $663 |
| TELEPHONE | $1,689 | $338 | $1,351 |
| WORKERS COMPENSATION | $389 | $389 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MINERAL LEASE INCOME | $4,305 | $4,305 |
| CA WITHHOLDING | -$301 | -$301 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUDENT LOANS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Balance Due | $1,287,686 | BalanceDueAmt |
| Interest | 0.0000 | InterestRt |
| Loan Purpose | EDUCATIONAL PURPOSES | LoanPurposeTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $35,450 | $35,450 | |
| HEALTHY HABITS HEALTHY KIDS PROG | $59,861 | $59,861 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $8,747 | |
| CALIFORNIA FILING FEES | $85 | $85 |
| FOREIGN TAXES | $417 | $417 |
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