BF & ROSE H PERKINS FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BF & ROSE H PERKINS FOUNDATION (EIN 83-0138740)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-15
IRS object ID: 201331359349101713
Schema version: 2012v2.1
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
Accounting Fees Schedule
Compensation Explanation
Depreciation Schedule
General Explanation Attachment
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)
Timestamp	2013-05-15T12:27:27-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MOHATT RINALDO JOHNSON & GODWIN LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 603	AddressLine1
City	SHERIDAN	City
State	WY	State
ZIP Code	828010603	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	830138740	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BF & ROSE H PERKINS FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BF&R	NameControl
Phone	3076748871	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1064	AddressLine1
City	SHERIDAN	City
State	WY	State
ZIP Code	82801	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	STEVE CARROLL	Name
Title	TREASURER	Title
Phone	3076748871	Phone
Date Signed	2013-05-15	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ANNETTE M RINALDO	Name
Phone	3076726494	Phone
Date Prepared	2013-05-15	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	9428191	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	176376	DividendsRevAndExpnss
Dividends Net Invst Incm	176376	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	421164	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	2068404	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	421164	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	21565	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	21565	OtherIncomeNetInvstIncm
Total Revenue And Expenses	619105	TotalRevenueAndExpenses
Total Net Investment Income	619105	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	12000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	1500	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	10500	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	44637	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	44637	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	3323	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Dsbrs Chrtbl Prps	3323	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	423	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	135	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	288	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	5370	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2685	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	2685	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	70278	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	38015	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	32263	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	5964	TaxesRevAndExpnss
Taxes Net Invst Incm	238	TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss	915	DeprecAndDepletionRevAndExpnss
Occupancy Rev And Expnss	6585	OccupancyRevAndExpnss
Occupancy Net Invst Incm	1317	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	5268	OccupancyDsbrsChrtblPrps
Other Expenses Rev And Expnss	9361	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	2630	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	6731	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	158856	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	46520	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	105695	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	670343	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	670343	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	829199	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	46520	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	776038	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-210094	ExcessOfRevenueOverExpenses
Net Investment Income	572585	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	49	CashBOY
Cash EOY	49	CashEOY
Cash EOYFMV	49	CashEOYFMV
Savings And Temp Cash Invst BOY	451664	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	122282	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	122282	SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable	2575454	OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY	2799338	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	2575454	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	2575454	OtherNotesAndLoansRcvblEOYFMV
Prepaid Expenses BOY	2362	PrepaidExpensesBOY
Investments Govt Oblig BOY	636993	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	486459	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	486459	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	4538247	InvestmentsCorpStockBOY
Investments Corp Stock EOY	5266778	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	5266778	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	998328	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	932703	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	932703	InvestmentsCorpBondsEOYFMV
Investments Other BOY	2658	InvestmentsOtherBOY
Investments Other EOY	28464	InvestmentsOtherEOY
Investments Other EOYFMV	28464	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	49603	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	39474	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	8184	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	10129	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	16000	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	2	OtherAssetsBOY
Other Assets EOY	2	OtherAssetsEOY
Other Assets EOYFMV	2	OtherAssetsEOYFMV
Total Assets BOY	9437825	TotalAssetsBOY
Total Assets EOY	9422320	TotalAssetsEOY
Total Assets EOYFMV	9428191	TotalAssetsEOYFMV
Accounts Payable BOY	2234	AccountsPayableBOY
Accounts Payable EOY	6474	AccountsPayableEOY
Total Liabilities BOY	2234	TotalLiabilitiesBOY
Total Liabilities EOY	6474	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	619299	CapitalStockBOY
Capital Stock EOY	619299	CapitalStockEOY
Retained Earnings BOY	8816292	RetainedEarningsBOY
Retained Earnings EOY	8796547	RetainedEarningsEOY
Total Net Assets BOY	9435591	TotalNetAssetsBOY
Total Net Assets EOY	9415846	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	9437825	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	9422320	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	9435591	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-210094	ExcessOfRevenueOverExpenses
Other Increases	190349	OtherIncreases
Subtotal	9415846	Subtotal
Total Net Assets Fund Balances EOY	9415846	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (91 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
612-CONOCOPHILLIPS	P	2011-10-05	2012-08-17	35075	30060	5015	5015
218-CATERPILLAR INC	P	2009-06-09	2012-02-08	24833	8369	16464	16464
11.09-HARBOR INTERNATIONAL FUND	P	2002-11-26	2012-11-15	641	303	338	338
963-IPATH DJ - UBS COMMODITY INDEX T	P	2011-04-07	2012-12-11	40176	50136	-9960	-9960
191-PEABODY ENERGY CORPORATION	P	2010-10-19	2012-03-05	5989	9587	-3598	-3598
58.11-T ROWE PRICE MID CAP GROWTH FU	P	2003-09-17	2012-02-13	3373	2300	1073	1073
1300-WASTE MANAGEMENT INC	P	2011-08-26	2012-09-27	41703	42403	-700	-700
323-GILEAD SCIENCES INC.	P	2012-05-04	2012-12-11	24752	16387	8365	8365
248-COSTCO WHOLESALE CORPORATION	P	2003-08-22	2012-08-03	24057	7723	16334	16334
233.897-HARBOR INTERNATIONAL FUND	P	2003-01-06	2012-11-15	13519	6500	7019	7019
343-JOHNSON & JOHNSON	P	2000-10-17	2012-09-13	23645	16565	7080	7080
257.423-T ROWE PRICE MID CAP GROWTH	P	2001-12-18	2012-02-13	14943	9993	4950	4950
344.511-T ROWE PRICE MID CAP GROWTH	P	2004-01-05	2012-02-13	19999	15000	4999	4999
47-GOOGLE INC	P	2012-03-22	2012-10-01	35617	30473	5144	5144
459-DISNEY WALT CO HOLDINGS	P	2008-11-12	2012-07-05	22171	9464	12707	12707
354.051-HARBOR INTERNATIONAL FUND	P	2003-02-20	2012-11-15	20464	9000	11464	11464
300-JOHNSON & JOHNSON	P	2000-11-10	2012-09-13	20681	14256	6425	6425
132.45-T ROWE PRICE MID CAP GROWTH F	P	2002-03-01	2012-02-13	7689	5000	2689	2689
501.002-T ROWE PRICE MID CAP GROWTH	P	2004-12-30	2012-02-13	29083	25000	4083	4083
925-IPATH DJ - UBS COMMODITY INDEX T	P	2012-02-13	2012-12-11	38590	40192	-1602	-1602
145-EXXON MOBIL CORPORATION	P	1998-08-07	2012-04-05	12302	4844	7458	7458
309.36-HARBOR INTERNATIONAL FUND	P	2003-08-22	2012-11-15	17881	9850	8031	8031
68-JOHNSON & JOHNSON	P	2009-06-09	2012-09-13	4688	3805	883	883
127.032-T ROWE PRICE MID CAP GROWTH	P	2002-04-02	2012-02-13	7374	5000	2374	2374
835.399-T ROWE PRICE MID CAP GROWTH	P	2008-09-05	2012-02-13	48495	42338	6157	6157
306-PHILLIPS 66	P	2011-10-05	2012-05-09	9643	8932	711	711
82-EXXON MOBIL CORPORATION	P	1998-09-04	2012-04-05	6957	2626	4331	4331
300.947-HARBOR INTERNATIONAL FUND	P	2003-09-03	2012-11-15	17395	9850	7545	7545
246-JP MORGAN CHASE & COMPANY	P	2007-08-01	2012-12-11	10537	10766	-229	-229
508.13-T ROWE PRICE MID CAP GROWTH F	P	2002-05-15	2012-02-13	29497	20000	9497	9497
1528.273-T ROWE PRICE MID CAP VALUE	P	2009-09-14	2012-02-13	35609	30000	5609	5609
326-TIFFANY & CO	P	2011-12-23	2012-07-05	17681	21010	-3329	-3329
50000-FED NATL MTG ASSN NOTES 4	P	2007-10-02	2012-09-15	50000	49505	495	495
300.947-HARBOR INTERNATIONAL FUND	P	2003-09-10	2012-11-15	17395	9850	7545	7545
0.333333-KRAFT FOODS GROUP INC	P	2008-10-02	2012-10-26	15	12	3	3
390.421-T ROWE PRICE MID CAP GROWTH	P	2002-05-22	2012-02-13	22664	15000	7664	7664
1730.104-T ROWE PRICE MID CAP VALUE	P	2009-10-13	2012-02-13	40311	35000	5311	5311
747-VERIZON COMMUNICATIONS	P	2011-10-05	2012-05-04	30102	26829	3273	3273
50000-FED NATL MTG ASSN NOTES 4	P	2007-10-02	2012-05-18	50000	50568	-568	-568
296.419-HARBOR INTERNATIONAL FUND	P	2003-09-17	2012-11-15	17133	9850	7283	7283
173-KRAFT FOODS GROUP INC	P	2008-10-02	2012-11-02	7792	6159	1633	1633
41.152-T ROWE PRICE MID CAP GROWTH F	P	2002-06-12	2012-02-13	2389	1500	889	889
50000-TARGET CORP 5	P	2007-10-02	2012-03-01	50000	51593	-1593	-1593
135-ABBOTT LABORATORIES	P	2001-04-19	2012-05-25	8432	5839	2593	2593
54-GOOGLE INC	P	2010-06-09	2012-10-01	40922	26145	14777	14777
701.59-HARBOR INTERNATIONAL FUND	P	2004-12-30	2012-11-15	40552	30000	10552	10552
32.333333-KRAFT FOODS GROUP INC	P	2008-10-02	2012-11-05	1444	1151	293	293
145.096-T ROWE PRICE MID CAP GROWTH	P	2002-06-26	2012-02-13	8423	5000	3423	3423
343-TARGET CORPORATION	P	2000-07-14	2012-08-03	21312	10647	10665	10665
263-ABBOTT LABORATORIES	P	2001-12-03	2012-05-25	16427	13738	2689	2689
87.008-HARBOR INTERNATIONAL FUND	P	2002-03-01	2012-05-25	4671	2621	2050	2050
964.474-HARBOR INTERNATIONAL FUND	P	2006-12-08	2012-12-11	60000	60743	-743	-743
121.666667-KRAFT FOODS GROUP INC	P	2009-06-09	2012-11-05	5434	3367	2067	2067
107.34-T ROWE PRICE MID CAP GROWTH F	P	2002-07-05	2012-02-13	6231	3700	2531	2531
63-TARGET CORPORATION	P	2002-04-02	2012-08-03	3914	2665	1249	1249
214-AIR PRODUCTS & CHEMICALS	P	2001-05-23	2012-02-28	19471	9839	9632	9632
110.133-HARBOR INTERNATIONAL FUND	P	2002-04-02	2012-05-25	5913	3500	2413	2413
605.886-HARBOR INTERNATIONAL FUND	P	2006-12-08	2012-11-15	35020	38159	-3139	-3139
1132-MERCK & CO INC	P	2010-02-17	2012-12-13	50457	42238	8219	8219
157.431-T ROWE PRICE MID CAP GROWTH	P	2002-11-26	2012-02-13	9139	5000	4139	4139
50000-US TREASURY NOTES 4	P	2002-03-01	2012-01-03	50273	49582	691	691
200-AIR PRODUCTS & CHEMICALS	P	2001-12-03	2012-02-28	18197	9140	9057	9057
461.112-HARBOR INTERNATIONAL FUND	P	2002-05-15	2012-05-25	24757	15000	9757	9757
50000-HEWLETT PACKARD CO 5	P	2007-10-02	2012-03-01	50000	50590	-590	-590
71-MERCK & CO INC	P	2010-03-31	2012-12-13	3165	2670	495	495
148.561-T ROWE PRICE MID CAP GROWTH	P	2003-01-06	2012-02-13	8624	4800	3824	3824
925.926-VANGUARD 500 INDEX FUND - SI	P	2009-06-09	2012-12-26	100000	66715	33285	33285
17.022-AMERICAN EUROPACIFIC GROWTH F	P	2002-03-01	2012-12-11	706	451	255	255
305.623-HARBOR INTERNATIONAL FUND	P	2002-05-22	2012-05-25	16409	10000	6409	6409
181-INTEL CORPORATION	P	2002-06-26	2012-09-13	4215	3249	966	966
614-METLIFE INC	P	2009-06-09	2012-04-11	21642	20317	1325	1325
101.42-T ROWE PRICE MID CAP GROWTH F	P	2003-02-20	2012-02-13	5887	3000	2887	2887
9469.697-VANGUARD GNMA FUND 36	P	2009-02-13	2012-02-13	104924	100000	4924	4924
138.907-AMERICAN EUROPACIFIC GROWTH	P	2002-04-02	2012-12-11	5758	3800	1958	1958
164.962-HARBOR INTERNATIONAL FUND	P	2002-06-26	2012-05-25	8857	5000	3857	3857
400-INTEL CORPORATION	P	2005-10-25	2012-09-13	9315	9252	63	63
263-METLIFE INC	P	2010-05-13	2012-04-11	9270	11512	-2242	-2242
59.447-T ROWE PRICE MID CAP GROWTH F	P	2003-08-22	2012-02-13	3451	2300	1151	1151
2707.75-VANGUARD GNMA FUND 36	P	2009-09-14	2012-02-13	30002	29000	1002	1002
326.58-AMERICAN EUROPACIFIC GROWTH F	P	2002-05-15	2012-12-11	13537	9006	4531	4531
96.278-HARBOR INTERNATIONAL FUND	P	2002-07-05	2012-05-25	5169	3000	2169	2169
400-INTEL CORPORATION	P	2006-01-17	2012-09-13	9315	10312	-997	-997
617-PEABODY ENERGY CORPORATION	P	2009-02-12	2012-03-05	19345	17149	2196	2196
57.687-T ROWE PRICE MID CAP GROWTH F	P	2003-09-03	2012-02-13	3349	2300	1049	1049
10172.94-VANGUARD SHORT-TERM INVESTM	P	2009-02-13	2012-02-13	109155	100000	9155	9155
56-APPLE COMPUTER INC	P	2007-11-01	2012-03-22	33701	10586	23115	23115
171.792-HARBOR INTERNATIONAL FUND	P	2002-11-26	2012-05-25	9224	4697	4527	4527
59-INTEL CORPORATION	P	2009-06-09	2012-09-13	1374	972	402	402
347-PEABODY ENERGY CORPORATION	P	2009-06-09	2012-03-05	10880	12366	-1486	-1486
58.794-T ROWE PRICE MID CAP GROWTH F	P	2003-09-10	2012-02-13	3413	2300	1113	1113
995-VERIZON COMMUNICATIONS	P	2007-12-03	2012-05-04	40097	40224	-127	-127

Field	Value	IRS element (for citing)
Capital Gain Net Income	421164	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	17577	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	824513	QualifyingDistributionsYear1
Noncharitable Assets Year1	7014468	NoncharitableAssetsYear1
Distribution Ratio Year1	0.117545	DistributionRatioYear1
Qualifying Distributions Year2	524586	QualifyingDistributionsYear2
Noncharitable Assets Year2	6537586	NoncharitableAssetsYear2
Distribution Ratio Year2	0.080242	DistributionRatioYear2
Qualifying Distributions Year3	612693	QualifyingDistributionsYear3
Noncharitable Assets Year3	5862427	NoncharitableAssetsYear3
Distribution Ratio Year3	0.104512	DistributionRatioYear3
Qualifying Distributions Year4	597543	QualifyingDistributionsYear4
Noncharitable Assets Year4	6591969	NoncharitableAssetsYear4
Distribution Ratio Year4	0.090647	DistributionRatioYear4
Qualifying Distributions Year5	653520	QualifyingDistributionsYear5
Noncharitable Assets Year5	7139584	NoncharitableAssetsYear5
Distribution Ratio Year5	0.091535	DistributionRatioYear5
Total Distribution Ratio	0.484481	TotalDistributionRatio
Average Distribution Ratio	0.096896	AverageDistributionRatio
Net Noncharitable Assets	6959754	NetNoncharitableAssets
Adjusted Noncharitable Assets	674372	AdjustedNoncharitableAssets
One Percent Net Investment Income	5726	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	680098	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1014578	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	5726	InvestmentIncomeExciseTax
Subtotal	5726	Subtotal
Tax Based On Investment Income	5726	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2000	EstTaxPaymentsAndOverpayment
Total Credits And Payments	2000	TotalCreditsAndPayments
Tax Due	3726	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	WY	StatesFiledWith
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	WWW.PERKINSFOUNDATION.ORG	WebsiteAddress
Books In Care Of Person Name	BF ROSE H PERKINS FOUNDATION	BooksInCareOfPersonName
Books In Care Of Phone Number	3076748871	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	45 EAST LOUCKS ST	AddressLine1
City	SHERIDAN	City
State	WY	State
ZIP Code	82801	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	true	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
STEVE CARROLL
PO BOX 1064	SHERIDAN	WY	82801	TREASURER	5.00	2400	0	0
GEORGE FLETCHER
PO BOX 1064	SHERIDAN	WY	82801	TRUSTEE	5.00	2400	0	0
MIKE PILCH
PO BOX 1064	SHERIDAN	WY	82801	TRUSTEE	5.00	2400	0	0
VICTOR GARBER
PO BOX 1064	SHERIDAN	WY	82801	CHAIRMAN	5.00	2400	0	0
PADDY BARD
PO BOX 1064	SHERIDAN	WY	82801	VICE CHAIR.	5.00	2400	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	MEDICAL EXPENSE ASSISTANCE TO 67 CHILDREN	Description1
Expenses1	79843	Expenses1
Description2	SCHOOL DENTAL FLOURIDE PROGRAM - PROVIDING ORAL FLOURIDE TREATMENTS TO ALL ELEMENTARY SCHOOL STUDENTS OF SHERIDAN COUNTY SCHOOL DISTRICT 2.	Description2
Expenses2	32263	Expenses2

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	EDUCATIONAL LOANS TO 50 STUDENTS	Description1
Amount1	238540	Amount1
Total	238540	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	6595810	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	469930	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	7065740	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	7065740	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	105986	CashDeemedCharitable
Net Noncharitable Assets	6959754	NetNoncharitableAssets
Minimum Investment Return	347988	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	347988	MinimumInvestmentReturn
Tax Based On Investment Income	5726	TaxBasedOnInvestmentIncome
Total Tax	5726	TotalTax
Distributable Amount Before Adj	342262	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	462424	RecoveriesQlfyDistributions
Distributable Amount Before Ded	804686	DistributableAmountBeforeDed
Distributable Amount As Adjusted	804686	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	776038	ExpensesAndContributions
Program Related Investments Total	238540	ProgramRelatedInvestmentsTotal
Qualifying Distributions	1014578	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	5726	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1008852	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	804686	DistributableAmountAsAdjusted
Undistributed Income Prior Year	729072	UndistributedIncomePriorYear
Qualifying Distributions	1014578	QualifyingDistributions
Applied To Year1	729072	AppliedToYear1
Applied To Current Year	285506	AppliedToCurrentYear
Undistributed Income CY	519180	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	BF ROSE H PERKINS FOUNDATION	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1064	AddressLine1
City	SHERIDAN	City
State	WY	State
ZIP Code	82801	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	3076748871	RecipientPhoneNumber
Form And Info And Materials	CONTACT FOUNDATION OFFICE FOR APPLICATION	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
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.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
67 CHILDREN WITH
FINANCIAL NEED	SHERIDAN COUNTY	WY	82801	NONE	INDIVIDUAL	MEDICAL & DENTAL EXPENSES	$79,843
SHERIDAN COLLEGE FOUNDATION
PO BOX 6328	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	THORNE RIDER BLDG FUND	$550,000
VOLUNTEERS OF AMERICA
1876 SOUTH SHERIDAN AVE	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	CAMP POSTCARD & CHILD EMPOWER FD	$17,000
N WY SCOTTISH RITE LANGUAGE CLINIC
PO BOX R	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	SUPPORT OPERATIONS	$20,000
PEOPLE ASSISTANCE MANAGMENT INC
2560 N MAIN STREET	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	SUPPORT OPERATIONS	$3,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	670343	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$176,376	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	16	ExclusionCode
Exclusion	$21,525	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$421,164	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS INCOME	Description
Exclusion Code	14	ExclusionCode
Exclusion	$40	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$619,105	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	619105	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	Category
Amount	$5,370	Amount
Net Investment Income	2685	NetInvestmentIncome
Disbursements Charitable Prps	2685	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (5 entries)

STEVE CARROLL
GEORGE FLETCHER
MIKE PILCH
VICTOR GARBER
PADDY BARD

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (15 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense
FULLY DEPRECIATED - SEE LIST	1998-01-01	24832	24832	200DB	7.0000
CHECK PRINTER	1999-07-26	567	567	200DB	7.0000
OFFICE CHAIR	2001-11-21	575	575	200DB	7.0000
COMPUTER & MONITOR	2002-11-01	2813	2813	200DB	5.0000
VACUUM CLEANER	2004-12-28	292	292	200DB	7.0000
COPY MACHINE	2006-07-31	1864	1614	200DB	7.0000	167
SCANNER	2006-10-18	400	346	200DB	7.0000	36
WIRING	1992-10-31	336	205	S/L	31.5000	10
CARPET	1992-10-31	3522	2148	S/L	31.5000	112
DRAPES	1992-10-31	2694	1643	S/L	31.5000	85
PAINTING & DRAPES	1992-11-30	2664	1617	S/L	31.5000	85
ARTWORK - SEE LIST	1994-09-30	3772
DELL OPTIPLEX DESKTOP	2008-01-28	1645	1361	200DB	5.0000	189
SCANNER	2009-04-08	767	546	200DB	5.0000	88
PRINTER/COPIER/FAX	2012-10-08	2861		200DB	5.0000	143

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Field	Value	IRS element (for citing)
Identifier	GENERAL ELECTIONS	Identifier
Explanation	YEAR ENDED: DECEMBER 31, 2012 83-0138740 B.F. & ROSE H. PERKINS FOUNDATION P.O. BOX 1064 SHERIDAN, WY 82801 ELECTING OUT OF BONUS DEPRECIATION ALLOWANCE FOR 5-YEAR PROPERTY THE TAXPAYER ELECTS OUT OF FIRST-YEAR BONUS DEPRECIATION ALLOWANCE UNDER IRC SECTION 168(K) FOR 5-YEAR DEPRECIABLE PROPERTY ACQUIRED AFTER DECEMBER 31, 2007. THIS ELECTION APPLIES TO ALL SUCH QUALIFIED BONUS DEPRECIATION PROPERTY PLACED IN SERVICE DURING THE TAX YEAR.	Explanation

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (11 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
FIRST INTERSTATE TRUST AGENCY ACCT
12177.447-VANGUARD GNMA FUND 36
50000-HEWLETT PACKARD CO 5
50000-TARGET CORP 5
100000-HSBC FINANCE CORPORATION	102087	102087
50000-PACCAR INC	53427	53427
10172.94-VANGUARD SHORT-TERM INVESTM
51595.67-VANGUARD HIGH YIELD CORPORA	315250	315250
15389.891-VANGUARD INTERMEDIATE TERM	158824	158824
23281.97-OPPENHEIMER INTERNATIONAL B	153195	153195
11238.402-TEMPLETON GLOBAL BOND FUND	149920	149920

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (70 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
FIRST INTERSTATE TRUST AGENCY ACCT
754-ABBOTT LABORATORIES	49387	49387
414-AIR PRODUCTS & CHEMICALS
415-APACHE CORPORATION	32578	32578
186-APPLE COMPUTER INC	98984	98984
1302-BAKER HUGHES INC	53184	53184
995-BB&T CORPORATION	28964	28964
613-CATERPILLAR INC	54930	54930
627-CELGENE CORP	49201	49201
748-CHEVRON CORP	80889	80889
3103-CISCO SYSTEMS INC	60972	60972
612-CONOCOPHILLIPS
357-COSTCO WHOLESALE CORPORATION	35247	35247
607-DEERE & COMPANY	52457	52457
995-DISNEY WALT CO HOLDINGS	49541	49541
2728-EMC CORPORATION	69018	69018
1069-EMERSON ELECTRIC COMPANY	56614	56614
939-EXXON MOBIL CORPORATION	81270	81270
6358-FORD MOTOR COMPANY	82336	82336
2227-GENERAL ELECTRIC COMPANY	46745	46745
360-GILEAD SCIENCES INC.	26442	26442
5012-HUNTINGTON BANCSHARES INC	32027	32027
819-ILLINOIS TOOL WORKS INC	49803	49803
1672-INTEL CORPORATION	34477	34477
711-JOHNSON & JOHNSON
1341-JOHNSON CONTROLS INC	41128	41128
2381-JP MORGAN CHASE & COMPANY	104690	104690
982-KRAFT FOODS INC
803-MCDONALDS CORPORATION	70833	70833
558-MCKESSON CORPORATION	54104	54104
1192-MICROSOFT CORPORATION	31838	31838
1572-MONDELEZ INTERNATIONAL INC	40012	40012
833-NORTHERN TRUST CORPORATION	41783	41783
1946-ORACLE CORPORATION	64841	64841
644-PHILIP MORRIS INTERNATIONAL	53864	53864
934-QUALCOMM INC	57777	57777
986-SCHLUMBERGER LIMITED	68328	68328
722-TARGET CORPORATION	42721	42721
326-TIFFANY & CO
1619-U S BANCORP DEL	51711	51711
1076-UNITEDHEALTH GROUP INC	58362	58362
1742-VERIZON COMMUNICATIONS
1300-WASTE MANAGEMENT INC
3700.069-VANGUARD 500 INDEX FUND	401531	401531
13859.50-LKCM SMALL CAP EQ INSTITUTI	314472	314472
8960.748-MORGAN STANLEY INST MID CAP	299289	299289
4031.406-T ROWE PRICE MID CAP GROWTH
3258.377-T ROWE PRICE MID CAP VALUE
10300.39-AMERICAN EUROPACIFIC GROWTH	423861	423861
8752.383-EATON VANCE TAX-MANAGED	425191	425191
3499.215-HARBOR INTERNATIONAL FUND	217371	217371
6262.914-OPPENHEIMER DEVELOPING MARK	218451	218451
7595-VANGUARD EMERGING MARKETS ETF	338205	338205
23368.471-HARBOR COMMODITY REAL RTN	166384	166384
963-IPATH DJ- UBS COMMODITY INDEX
488-BHP BILLITON LIMITED ADR	38269	38269
870-ROCHE HOLDINGS LTD SPONS	43721	43721
843-TEVA PHARMACEUTICAL INDUSTRIES	31478	31478
1685-EXELON CORPORATION	50112	50112
351-INTERNATIONAL BUSINESS MACHINES	67234	67234
877-METLIFE INC
1155-PEABODY ENERGY CORPORATION
729-PROCTER & GAMBLE COMPANY	49492	49492
826-PEPSICO INC	56523	56523
643-BERKSHIRE HATHAWAY INC CL B	57677	57677
1944-CITIGROUP INC	76905	76905
827-DU PONT E I DE NEMOURS & COMPANY	37197	37197
54-GOOGLE INC
1203-MERCK & CO INC
670-NEXTERA ENERGY INC	46357	46357

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	ACCRUED DIVIDENDS RECEIVABLE	CategoryOrItem
Listed At Cost Or FMV	FMV	ListedAtCostOrFMV
Book Value	28464	BookValue
EOYFMV	28464	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

Field	Value	IRS element (for citing)
Category Or Item	OFFICE EQUIPMENT AND FIXTURES	CategoryOrItem
Cost Or Other Basis	49603	CostOrOtherBasis
Accumulated Depreciation	39474	AccumulatedDepreciation
Book Value	10129	BookValue
EOYFMV	16000	EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	INDIRECT LEGAL FEES	Category
Amount	$423	Amount
Net Investment Income	135	NetInvestmentIncome
Disbursements Charitable Prps	288	DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	MINERAL INTERESTS	Description
BOY Book Value	2	BOYBookValue
EOY Book Value	2	EOYBookValue
EOYFMV	2	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
BANK CHARGES	154	77	77
INSURANCE	2778	1389	1389
OFFICE SUPPLIES	4042	808	3234
POSTAGE AND DELIVERY	356	71	285
REPAIRS & MAINTENANCE	50	10	40
TELEPHONE	1377	275	1102
WORKERS COMPENSATION	604		604

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
MINERAL LEASE INCOME	21525	21525
MISCELLANEOUS INCOME	40	40

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED APPRECIATION OF INVESTMENTS	Description
Amount	$190,349	Amount

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong

Borrowers Name BorrowersName

Field	Value	IRS element (for citing)
Individual	STUDENT LOANS	Individual

Field	Value	IRS element (for citing)
Relationship To Insider	NONE	RelationshipToInsider
Balance Due	2575454	BalanceDue
Interest Rate	0.0000	InterestRate
Purpose Of Loan	EDUCATIONAL PURPOSES	PurposeOfLoan
Consideration Fmv	2575454	ConsiderationFmv

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT MANAGEMENT	$38,015	38015
DENTAL HYGENISTS - FLOURIDE RINS	$32,263		32263

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
EXCISE TAXES	$5,726
CALIFORNIA FILING FEES	$60	60
FOREIGN TAXES	$178	178

BF & ROSE H PERKINS FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (91 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Compensation Explanation CompensationExplanation

Compensation Compensation (5 entries)

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (15 entries)

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (11 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (70 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong

Borrowers Name BorrowersName

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments