BF & ROSE H PERKINS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BF & ROSE H PERKINS FOUNDATION (EIN 83-0138740)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201841359349103874
- Schema version
- 2017v2.3
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T15:56:20-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-15 | 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 | 2018-05-15 | 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 | 2018-05-15 | IPDt |
| IP Tm | 16:56:20 | 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 | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,378,686 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $158,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,960 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $281,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,802,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $281,900 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,004 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,004 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $464,864 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $444,864 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,475 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,325 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $48,690 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $48,690 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,373 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,373 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $749 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $281 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $468 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,516 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,103 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,413 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,749 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,461 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,366 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $457 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,468 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,468 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,987 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,597 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,390 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,536 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,281 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,255 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $185,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $128,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $337,085 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $279,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $127,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $395,453 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $603 | CashBOYAmt |
| Cash EOY | $6,050 | CashEOYAmt |
| Cash EOYFMV | $6,050 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $785,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,632 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,464,061 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,655,307 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,464,061 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,464,061 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $8,035 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,075 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,075 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,993,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,209,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,209,144 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,412,212 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,286,991 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,286,991 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,592 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,733 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,733 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $57,151 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,815 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,803 | LandBOYAmt |
| Land EOY | $8,336 | LandEOYAmt |
| Land EOYFMV | $12,000 | LandEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Other Assets EOY | $2 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,868,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,365,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,378,686 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,601 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,590 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,601 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,590 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $619,299 | CapitalStockBOYAmt |
| Capital Stock EOY | $619,299 | CapitalStockEOYAmt |
| Retained Earning BOY | $7,247,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,738,135 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,866,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,357,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,868,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,365,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,866,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $127,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $363,021 | OtherIncreasesAmt |
| Subtotal | $8,357,434 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,357,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1110-GENERAL ELECTRIC CO | P | 2017-10-17 | 2017-12-27 | $19,292 | $25,765 | -$6,473 | -$6,473 |
| 121-EXELON CORP | P | 2015-03-31 | 2017-03-13 | $4,340 | $4,043 | $297 | $297 |
| 920.81-DFA EMERGING MARKETS SMALL CA | P | 2014-02-11 | 2017-06-27 | $19,991 | $18,103 | $1,888 | $1,888 |
| 46.173-OPPENHEIMER DEVELOPING MARKET | P | 2013-04-15 | 2017-11-17 | $1,964 | $1,576 | $388 | $388 |
| 112-CITIGROUP INC | P | 2012-08-03 | 2017-01-19 | $6,350 | $3,084 | $3,266 | $3,266 |
| 129-TARGET CORP | P | 2010-09-13 | 2017-06-29 | $6,718 | $6,849 | -$131 | -$131 |
| 625.385-AMERICAN FUNDS EUROPACIFIC G | P | 2009-06-09 | 2017-09-18 | $20,000 | $20,000 | ||
| LITIGATION PROCEEDS | P | 2016-08-28 | 2017-09-29 | $417 | $417 | $417 | |
| 842-GENERAL ELECTRIC CO | P | 2017-07-26 | 2017-12-27 | $14,634 | $21,639 | -$7,005 | -$7,005 |
| 374-JACOBS ENGINEERING GROUP INC | P | 2015-03-31 | 2017-10-17 | $21,747 | $16,912 | $4,835 | $4,835 |
| 431.457-DFA EMERGING MARKETS SMALL C | P | 2014-02-11 | 2017-11-17 | $10,187 | $8,482 | $1,705 | $1,705 |
| 209-APPLE INC | P | 2013-01-22 | 2017-03-13 | $29,088 | $14,864 | $14,224 | $14,224 |
| 328-FORD MOTOR CO | P | 2012-08-03 | 2017-03-13 | $4,097 | $2,984 | $1,113 | $1,113 |
| 72.9-CITIGROUP INC | P | 2010-05-13 | 2017-01-19 | $4,133 | $3,025 | $1,108 | $1,108 |
| 140.168-HARBOR INTERNATIONAL FUND | P | 2009-06-09 | 2017-03-09 | $8,578 | $6,240 | $2,338 | $2,338 |
| 7943.925-VANGUARD SHORT-TERM FEDERAL | P | 2017-03-14 | 2017-06-27 | $84,921 | $84,682 | $239 | $239 |
| 120-PROCTER & GAMBLE CO/THE | P | 2015-02-18 | 2017-08-09 | $11,004 | $10,350 | $654 | $654 |
| 50000-BAIDU INC 2.25% 28 NOV 2017 | P | 2014-02-10 | 2017-11-28 | $50,000 | $50,073 | -$73 | -$73 |
| 92-APPLE INC | P | 2013-01-22 | 2017-08-09 | $14,756 | $6,543 | $8,213 | $8,213 |
| 65-GILEAD SCIENCES INC | P | 2012-05-04 | 2017-03-13 | $4,423 | $1,649 | $2,774 | $2,774 |
| 5-JPMORGAN CHASE & CO | P | 2010-03-31 | 2017-01-19 | $417 | $225 | $192 | $192 |
| 4-EXXON MOBIL CORP | P | 2009-02-12 | 2017-03-13 | $325 | $294 | $31 | $31 |
| 2307.369-VANGUARD SHORT-TERM FEDERAL | P | 2017-03-14 | 2017-12-28 | $24,481 | $24,597 | -$116 | -$116 |
| 45.828-VANGUARD 500 INDEX FUND | P | 2015-02-18 | 2017-11-17 | $10,940 | $8,899 | $2,041 | $2,041 |
| 146-JACOBS ENGINEERING GROUP INC | P | 2013-12-17 | 2017-03-13 | $8,226 | $8,473 | -$247 | -$247 |
| 70-APPLE INC | P | 2012-12-20 | 2017-03-13 | $9,743 | $5,229 | $4,514 | $4,514 |
| 203-BAKER HUGHES INC | P | 2012-04-05 | 2017-03-13 | $11,453 | $8,378 | $3,075 | $3,075 |
| 390.085-AMERICAN FUNDS EUROPACIFIC G | P | 2010-03-30 | 2017-09-18 | $15,000 | $15,000 | ||
| 319.016-AMERICAN FUNDS EUROPACIFIC G | P | 2008-09-04 | 2017-11-17 | $18,325 | $12,826 | $5,499 | $5,499 |
| 6769.205-PRINCIPAL GLOBAL REAL ESTAT | P | 2017-02-22 | 2017-04-12 | $61,532 | $60,584 | $948 | $948 |
| 984.207-DFA US SMALL CAP PORTFOLIO | P | 2015-02-13 | 2017-11-17 | $35,589 | $31,071 | $4,518 | $4,518 |
| 72-JACOBS ENGINEERING GROUP INC | P | 2013-12-17 | 2017-10-17 | $4,187 | $4,178 | $9 | $9 |
| 74-BAKER HUGHES INC | P | 2012-12-20 | 2017-07-06 | $3,048 | $3,048 | ||
| 214-BAKER HUGHES INC | P | 2012-04-05 | 2017-07-06 | $8,832 | $8,832 | ||
| 35-BERKSHIRE HATHAWAY B SHARES | P | 2010-02-17 | 2017-03-13 | $6,132 | $2,668 | $3,464 | $3,464 |
| 230.105-AMERICAN FUNDS EUROPACIFIC G | P | 2008-09-04 | 2017-06-27 | $12,016 | $9,223 | $2,793 | $2,793 |
| 282-NXP SEMICONDUCTORS NV | P | 2017-02-02 | 2017-06-29 | $30,753 | $27,944 | $2,809 | $2,809 |
| 2311.102-VANGUARD EMERGING MARKETS S | P | 2015-02-13 | 2017-03-09 | $73,632 | $79,941 | -$6,309 | -$6,309 |
| 82-UNION PACIFIC CORP | P | 2013-11-20 | 2017-03-14 | $8,608 | $6,516 | $2,092 | $2,092 |
| 74.0001-BAKER HUGHES A GE CO | P | 2012-12-20 | 2017-12-20 | $2,377 | $3,048 | -$671 | -$671 |
| 214-BAKER HUGHES A GE CO | P | 2012-04-05 | 2017-12-20 | $6,875 | $8,832 | -$1,957 | -$1,957 |
| 561.98-AMERICAN FUNDS EUROPACIFIC GR | P | 2010-02-10 | 2017-09-18 | $20,000 | $20,000 | ||
| 1673.483-AMERICAN FUNDS EUROPACIFIC | P | 2008-09-04 | 2017-09-18 | $67,075 | $67,075 | ||
| 88.235-VANGUARD MID-CAP INDEX FUND | P | 2016-03-24 | 2017-11-17 | $16,425 | $12,986 | $3,439 | $3,439 |
| 492.459-VANGUARD EMERGING MARKETS ST | P | 2015-02-13 | 2017-11-17 | $18,364 | $17,034 | $1,330 | $1,330 |
| 10476.19-PRINCIPAL GLOBAL REAL ESTAT | P | 2013-09-09 | 2017-04-12 | $95,229 | $88,000 | $7,229 | $7,229 |
| 46-EI DU PONT DE NEMOURS & CO | P | 2012-12-20 | 2017-09-01 | $1,976 | $1,976 | ||
| 968.764-VANGUARD HIGH-YIELD CORPORAT | P | 2012-02-13 | 2017-03-09 | $5,658 | $5,667 | -$9 | -$9 |
| 468.896-HARBOR INTERNATIONAL FUND | P | 2010-02-10 | 2017-03-09 | $28,697 | $23,745 | $4,952 | $4,952 |
| 6-APPLE INC | P | 2007-11-01 | 2017-03-13 | $835 | $162 | $673 | $673 |
| 70-WAL-MART STORES INC | P | 2016-01-25 | 2017-03-14 | $4,952 | $4,459 | $493 | $493 |
| 413-BAKER HUGHES INC | P | 2014-10-20 | 2017-07-06 | $21,749 | $21,749 | ||
| 1225.49-GOLDMAN SACHS INTERNATIONAL | P | 2013-09-09 | 2017-06-27 | $14,975 | $11,949 | $3,026 | $3,026 |
| 62-PROCTER & GAMBLE CO/THE | P | 2012-12-20 | 2017-08-09 | $5,685 | $4,330 | $1,355 | $1,355 |
| 486-JPMORGAN CHASE & CO | P | 2012-02-08 | 2017-01-19 | $40,548 | $18,624 | $21,924 | $21,924 |
| 44.532-HARBOR INTERNATIONAL FUND | P | 2010-02-10 | 2017-06-27 | $3,042 | $2,255 | $787 | $787 |
| 45-EMERSON ELECTRIC CO | P | 2007-11-01 | 2017-03-13 | $2,697 | $2,332 | $365 | $365 |
| 26-BAKER HUGHES INC | P | 2016-01-19 | 2017-07-06 | $1,045 | $1,045 | ||
| 413-BAKER HUGHES A GE CO | P | 2014-10-20 | 2017-12-20 | $13,269 | $21,749 | -$8,480 | -$8,480 |
| 112-AMERICAN EXPRESS CO | P | 2013-08-29 | 2017-03-13 | $8,860 | $8,117 | $743 | $743 |
| 40-TARGET CORP | P | 2012-12-20 | 2017-06-29 | $2,083 | $2,426 | -$343 | -$343 |
| 220-EI DU PONT DE NEMOURS & CO | P | 2011-03-03 | 2017-09-01 | $11,442 | $11,442 | ||
| 9293.68-VANGUARD HIGH-YIELD CORPORAT | P | 2010-02-10 | 2017-03-09 | $54,275 | $50,000 | $4,275 | $4,275 |
| 60-CISCO SYSTEMS INC | P | 2005-03-02 | 2017-03-13 | $2,040 | $1,079 | $961 | $961 |
| 25.9999-BAKER HUGHES A GE CO | P | 2016-01-19 | 2017-12-20 | $835 | $1,045 | -$210 | -$210 |
| 851.424-AMERICAN FUNDS EUROPACIFIC G | P | 2014-09-24 | 2017-09-18 | $42,120 | $42,120 | ||
| 171-AMERICAN EXPRESS CO | P | 2013-08-29 | 2017-07-26 | $14,592 | $12,393 | $2,199 | $2,199 |
| 242-ROCHE HOLDINGS AG SPN ADR EACH R | P | 2012-12-12 | 2017-03-13 | $7,819 | $6,135 | $1,684 | $1,684 |
| 231.9-CITIGROUP INC | P | 2011-01-06 | 2017-01-19 | $13,148 | $11,547 | $1,601 | $1,601 |
| 911.398-AMERICAN FUNDS EUROPACIFIC G | P | 2009-10-13 | 2017-09-18 | $35,000 | $35,000 | ||
| 38-COSTCO WHOLESALE CORP | P | 2003-09-11 | 2017-03-13 | $6,251 | $1,214 | $5,037 | $5,037 |
| 38-EI DU PONT DE NEMOURS & CO | P | 2016-01-19 | 2017-09-01 | $2,085 | $2,085 | ||
| 37-TARGET CORP | P | 2014-04-15 | 2017-06-29 | $1,927 | $2,205 | -$278 | -$278 |
| 425-SKYWORKS SOLUTIONS INC | P | 2013-08-23 | 2017-02-02 | $38,721 | $10,689 | $28,032 | $28,032 |
| 95-CELGENE CORP | P | 2012-12-11 | 2017-03-13 | $11,792 | $3,932 | $7,860 | $7,860 |
| 304.2-CITIGROUP INC | P | 2010-10-19 | 2017-01-19 | $17,247 | $12,503 | $4,744 | $4,744 |
| 574.933-HARBOR INTERNATIONAL FUND | P | 2009-09-14 | 2017-03-09 | $35,186 | $30,000 | $5,186 | $5,186 |
| 46-PROCTER & GAMBLE CO/THE | P | 2003-08-22 | 2017-03-14 | $4,191 | $2,011 | $2,180 | $2,180 |
| 451.362-AMERICAN FUNDS EUROPACIFIC G | P | 2016-01-19 | 2017-09-18 | $18,691 | $18,691 | ||
| 206-TARGET CORP | P | 2014-04-15 | 2017-06-29 | $10,727 | $12,274 | -$1,547 | -$1,547 |
| 176-GENERAL ELECTRIC CO | P | 2013-08-15 | 2017-03-13 | $5,245 | $4,238 | $1,007 | $1,007 |
| 262.674-OPPENHEIMER DEVELOPING MARKE | P | 2012-12-11 | 2017-06-27 | $10,018 | $8,963 | $1,055 | $1,055 |
| 0.42-DOWDUPONT INC | P | 2010-10-19 | 2017-09-25 | $29 | $14 | $15 | $15 |
| 8405.857-VANGUARD HIGH-YIELD CORPORA | P | 2009-09-14 | 2017-03-09 | $49,090 | $43,795 | $5,295 | $5,295 |
| 33-PROCTER & GAMBLE CO/THE | P | 2003-08-22 | 2017-08-09 | $3,026 | $1,443 | $1,583 | $1,583 |
| 51-FEDEX CORP | P | 2015-12-11 | 2017-03-13 | $9,843 | $7,391 | $2,452 | $2,452 |
| 207-TARGET CORP | P | 2014-04-15 | 2017-06-29 | $10,783 | $12,334 | -$1,551 | -$1,551 |
| 798-GENERAL ELECTRIC CO | P | 2013-08-15 | 2017-12-27 | $13,869 | $19,215 | -$5,346 | -$5,346 |
| 509.313-OPPENHEIMER DEVELOPING MARKE | P | 2012-12-11 | 2017-11-17 | $21,666 | $17,379 | $4,287 | $4,287 |
| 126-EI DU PONT DE NEMOURS & CO | P | 2010-10-19 | 2017-03-13 | $10,221 | $5,512 | $4,709 | $4,709 |
| 223-WALT DISNEY CO/THE | P | 2009-06-09 | 2017-03-13 | $24,875 | $5,664 | $19,211 | $19,211 |
| 373-CISCO SYSTEMS INC | P | 2001-08-30 | 2017-03-13 | $12,678 | $6,028 | $6,650 | $6,650 |
| 32-FEDEX CORP | P | 2015-12-11 | 2017-07-26 | $6,847 | $4,637 | $2,210 | $2,210 |
| 4-APPLE INC | P | 2014-03-28 | 2017-08-09 | $642 | $307 | $335 | $335 |
| 459-MICROSOFT CORP | P | 2013-08-15 | 2017-02-02 | $28,995 | $14,580 | $14,415 | $14,415 |
| 62-UNITEDHEALTH GROUP INC | P | 2012-09-27 | 2017-03-14 | $10,472 | $3,494 | $6,978 | $6,978 |
| 6-EI DU PONT DE NEMOURS & CO | P | 2010-10-19 | 2017-09-01 | $263 | $263 | ||
| 128-MONDELEZ INTERNATIONAL INC | P | 2009-06-09 | 2017-03-14 | $5,621 | $2,117 | $3,504 | $3,504 |
| 85-PEPSICO INC | P | 2001-07-16 | 2017-03-14 | $9,287 | $3,958 | $5,329 | $5,329 |
| 61-APACHE CORP | P | 2015-09-14 | 2017-03-13 | $3,056 | $2,445 | $611 | $611 |
| 10430.622-PRINCIPAL GLOBAL REAL ESTA | P | 2014-02-11 | 2017-04-12 | $94,814 | $87,200 | $7,614 | $7,614 |
| 219.127-HARBOR INTERNATIONAL FUND | P | 2013-04-15 | 2017-06-27 | $14,971 | $13,801 | $1,170 | $1,170 |
| 101-MCKESSON CORP | P | 2012-09-13 | 2017-03-14 | $14,871 | $8,881 | $5,990 | $5,990 |
| 36-CHEVRON CORP | P | 2010-09-13 | 2017-03-13 | $3,935 | $2,847 | $1,088 | $1,088 |
| 48-SCHLUMBERGER LTD | P | 2009-06-09 | 2017-03-14 | $3,750 | $2,843 | $907 | $907 |
| 59-EXXON MOBIL CORP | P | 1999-08-10 | 2017-03-13 | $4,798 | $2,379 | $2,419 | $2,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $281,900 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,598 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $437,897 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,797,356 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075534 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,159,904 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,095,001 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.304426 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $657,535 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,766,121 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084667 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $554,119 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,176,217 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077216 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,008,852 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,959,754 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.144955 | DistributionYr5Rt |
| Total Distribution | 0.686798 | TotalDistributionRt |
| Average Distribution | 0.137360 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,426,226 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $882,706 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,955 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $886,661 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $451,023 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,909 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,909 | SubtotalAmt |
| Tax Based On Investment Income | $7,909 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,960 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,949 | 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 |
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 | $2,200 | $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 | MEDICAL EXPENSE ASSISTANCE TO 18 CHILDREN. | Description1Txt |
| Expenses1 | $35,040 | Expenses1Amt |
| Description2 | HEALTHY HABITS, HEALTHY KIDS PROGRAM | Description2Txt |
| Expenses2 | $29,461 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL LOANS TO 36 STUDENTS | Description1Txt |
| Expenses1 | $171,258 | Expenses1Amt |
| Total | $171,258 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,103,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $420,535 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,524,087 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,524,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,426,226 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $321,311 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $321,311 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,909 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,909 | TotalTaxAmt |
| Distributable Before Adj | $313,402 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $362,503 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $675,905 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $675,905 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $279,765 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $171,258 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $451,023 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $451,023 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $675,905 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $475,053 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $475,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $451,023 | QualifyingDistributionsAmt |
| Applied To Current Year | $451,023 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $224,882 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $224,882 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $250,171 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $250,171 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $250,171 | ExcessFromYear2Amt |
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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 18 CHILDREN WITH | |||||||
| FINANCIAL NEED | SHERIDAN COUNTY | WY | 82801 | NONE | INDIVIDUAL | MEDICAL & DENTAL EXPENSES | $35,040 |
| SHERIDAN COLLEGE FOUNDATION | |||||||
| PO BOX 6328 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | CAREER TECH, OPERATING SUPPORT | $50,000 |
| SHERIDAN SCHOOL DISTRICT 2 | |||||||
| 201 N CONNOR ST 100 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $23,250 |
| VOLUNTEERS OF AMERICA | |||||||
| 1876 S SHERIDAN AVE | SHERIDAN | WY | 82807 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $6,000 |
| WYO THEATRESHERIDAN COLLEGE CAMP | |||||||
| 42 NORTH MAIN STREET | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $10,000 |
| CHAPS | |||||||
| 501 US HIGHWAY 14 E | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SCHOLARSHIPS | $2,500 |
| 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 VALLEY COMMUNITY CENTE | |||||||
| PO BOX 1100 | DAYTON | WY | 82836 | NONE | EXEMPT ORG. | HELPING HANDS PROGRAM | $2,000 |
| 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. | SUPPORT OPERATIONS | $6,600 |
| 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 | $2,000 |
| SHERIDAN SENIOR CENTER | |||||||
| 211 SMITH ST | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | GRANDPARENTS RAISING GRANDCHILDREN | $500 |
| THE FOOD GROUP | |||||||
| 1 S TSCHIRGI | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,390 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,960 | 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 | $281,900 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $444,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $444,864 | 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 | $10,000 | Yes (X) |
| WYOMING COMMUNITY FOUNDATION | ||||||
| 2 | 1472 N 5TH ST STE 201 | LARAMIE | WY | 82072 | $5,000 | 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 | $5,516 | Amt |
| Net Investment Income | $1,103 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,413 | 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 | $258 | S/L | 31.5000 | $11 | $11 |
| CARPET | 1992-10-31 | $3,522 | $2,707 | S/L | 31.5000 | $112 | $112 |
| DRAPES | 1992-10-31 | $2,694 | $2,070 | S/L | 31.5000 | $86 | $86 |
| PAINTING & DRAPES | 1992-11-30 | $2,664 | $2,040 | S/L | 31.5000 | $85 | $85 |
| 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 | $2,587 | 200DB | 5.0000 | $274 | $274 |
| COMPUTER - BUS TECH, INC. | 2013-08-19 | $1,162 | $961 | 200DB | 5.0000 | $134 | $134 |
| CLOUD BASED SERVER | 2015-04-06 | $9,200 | $4,784 | 200DB | 5.0000 | $1,766 | $1,766 |
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 | $135,018 | $135,018 |
| VANGUARD SHORT-TERM FEDERAL FUND | $360,347 | $360,347 |
| ALLERGAN INC 3.375% | $102,879 | $102,879 |
| BAIDU INC 2.25% | ||
| BNP PARIBAS | $50,204 | $50,204 |
| CITIGROUP INC | $50,473 | $50,473 |
| FLUOR CORP 3.375% | $103,224 | $103,224 |
| HSBC USA INC | $50,216 | $50,216 |
| JPMORGAN CHASE & CO 3.25% | $103,270 | $103,270 |
| MORGAN STANLEY | $50,673 | $50,673 |
| VANGUARD INTERMEDIATE TERM | $102,120 | $102,120 |
| VANGUARD SHORT-TERM INVESTM | $491,374 | $491,374 |
| EATON VANCE FL RATE ADV | $264,005 | $264,005 |
| VANGUARD HIGH YIELD CORPORA | $197,254 | $197,254 |
| TEMPLETON GLOBAL BOND FUND | $225,934 | $225,934 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST INTERSTATE TRUST AGENCY ACCT | ||
| ALPHABET INC CAP STK CL A | $31,602 | $31,602 |
| AMERICAN EXPRESS COMPANY | $43,696 | $43,696 |
| APACHE CORPORATION | $10,808 | $10,808 |
| APPLE COMPUTER INC | $65,661 | $65,661 |
| BAKER HUGHES INC | ||
| BERKSHIRE HATHAWAY INC CL B | $29,138 | $29,138 |
| BRISTOL MYERS SQUIBB COMPANY | $30,395 | $30,395 |
| CELGENE CORP | $49,154 | $49,154 |
| CHEVRON CORP | $23,035 | $23,035 |
| CISCO SYSTEMS INC | $40,636 | $40,636 |
| CITIGROUP INC | $73,964 | $73,964 |
| COSTCO WHOLESALE CORPORATION | $24,940 | $24,940 |
| DOWDUPONT INC | $28,274 | $28,274 |
| EMERSON ELECTRIC COMPANY | $31,500 | $31,500 |
| EXELON CORPORATION | $28,888 | $28,888 |
| EXXON MOBIL CORPORATION | $28,354 | $28,354 |
| FACEBOOK INC | $19,587 | $19,587 |
| FEDEX CORP | $31,005 | $31,005 |
| FORD MOTOR COMPANY | $32,349 | $32,349 |
| GENERAL ELECTRIC COMPANY | $330 | $330 |
| GILEAD SCIENCES INC. | $40,190 | $40,190 |
| JACOBS ENGINEERING GROUP INC | ||
| JP MORGAN CHASE & COMPANY | $83,841 | $83,841 |
| LOWE'S COS INC | $49,072 | $49,072 |
| MCKESSON CORPORATION | $44,230 | $44,230 |
| MICROSOFT CORPORATION | $36,526 | $36,526 |
| MONDELEZ INTERNATIONAL INC | $27,490 | $27,490 |
| NIKE INC | $32,755 | $32,755 |
| PEPSICO INC | $35,855 | $35,855 |
| PROCTER & GAMBLE COMPANY | ||
| QUALCOMM INC | $57,362 | $57,362 |
| SCHLUMBERGER LIMITED | $18,059 | $18,059 |
| SKYWORKS SOLUTIONS INC | $34,562 | $34,562 |
| STARBUCKS CORP | $36,813 | $36,813 |
| TARGET CORPORATION | ||
| UNION PACIFIC CORPORATION | $41,705 | $41,705 |
| UNITEDHEALTH GROUP INC | $49,163 | $49,163 |
| VANGUARD 500 INDEX FUND | $520,634 | $520,634 |
| WAL-MART STORES INC | $29,428 | $29,428 |
| WALT DISNEY CO | $60,893 | $60,893 |
| WELLS FARGO & CO | $46,595 | $46,595 |
| DFA US SMALL CAP EQUITIES | $222,845 | $222,845 |
| VANGUARD MID-CAP INDEX FUND | $235,597 | $235,597 |
| AMERICAN EUROPACIFIC GROWTH | $288,223 | $288,223 |
| GS-INTERNATIONAL SML CAP INSIGHT FUN | $160,535 | $160,535 |
| HARBOR INTERNATIONAL FUND | $196,703 | $196,703 |
| DFA EMERGING MARKETS SML CAP | $164,794 | $164,794 |
| OPPENHEIMER DEVELOPING MARKETS | $298,466 | $298,466 |
| VANGUARD EMERGING MARKETS STOCK INDE | $209,353 | $209,353 |
| ROCHE HOLDINGS LTD SPONS | $33,001 | $33,001 |
| PRINCIPAL GLOBAL REAL ESTATE SEC | ||
| DFA COMMODITY STRATEGY PORTFOLIO | $202,525 | $202,525 |
| DFA GLOBAL REAL STATE SECURITIES | $328,613 | $328,613 |
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 | $1,733 | BookValueAmt |
| EOYFMV | $1,733 | 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 | $48,815 | AccumulatedDepreciationAmt |
| Book Value | $8,336 | BookValueAmt |
| EOYFMV | $12,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $749 | LegalFeesAmt |
| Net Investment Income | $281 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $468 | 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 | $2 | EOYBookValueAmt |
| EOYFMV | $10,000 | EOYFMVAmt |
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 | $146 | $73 | $73 |
| CONTINUING EDUCATION | $115 | $115 | |
| DUES & SUBSCRIPTIONS | $460 | $92 | $368 |
| INSURANCE | $2,956 | $1,478 | $1,478 |
| OFFICE SUPPLIES | $25,754 | $5,151 | $20,603 |
| POSTAGE & DELIVERY | $785 | $157 | $628 |
| TELEPHONE | $1,651 | $330 | $1,321 |
| WORKERS COMPENSATION | $669 | $669 |
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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON INVESTMENTS | Desc |
| Amt | $363,021 | Amt |
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 | $1,464,061 | 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 | $34,749 | $34,749 | |
| HEALTHY HABITS HEALTHY KIDS PROG | $29,461 | $29,461 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $7,909 | |
| CALIFORNIA FILING FEES | $60 | $60 |
| FOREIGN TAXES | $397 | $397 |
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