BF & ROSE H PERKINS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BF & ROSE H PERKINS FOUNDATION (EIN 83-0138740)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201241319349100449
- Schema version
- 2011v1.2
- 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
- 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 Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T11:15:31-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRADERE MOHATT & RINALDO 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 | 2011-01-01 | 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 | 2012-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNETTE M RINALDO | Name |
| Phone | 3076726494 | Phone |
| Date Prepared | 2012-05-09 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9444641 | 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 | 175583 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 175583 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 70748 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 829184 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 70748 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 246331 | TotalRevenueAndExpenses |
| Total Net Investment Income | 246331 | 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 | 42889 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 42889 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 3779 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 3779 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3964 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 918 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 3046 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6955 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3478 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3477 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 63982 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 38013 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 25969 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2760 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 172 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 846 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 5460 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 1092 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 4368 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8926 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2391 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6535 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 151561 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 47564 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 100563 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 446905 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 446905 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 598466 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 47564 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 547468 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -352135 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 198767 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 549 | CashBOY |
| Cash EOY | 49 | CashEOY |
| Cash EOYFMV | 49 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 314258 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 451664 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 451664 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 2799338 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 2988684 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 2799338 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 2799338 | OtherNotesAndLoansRcvblEOYFMV |
| Prepaid Expenses BOY | 4140 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 2362 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2362 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 776890 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 636993 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 636993 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 5009563 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4538247 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4538247 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1116041 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 998328 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 998328 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2803 | InvestmentsOtherBOY |
| Investments Other EOY | 2658 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2658 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 46743 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 38559 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 9030 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 8184 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 15000 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 2 | OtherAssetsBOY |
| Other Assets EOY | 2 | OtherAssetsEOY |
| Other Assets EOYFMV | 2 | OtherAssetsEOYFMV |
| Total Assets BOY | 10221960 | TotalAssetsBOY |
| Total Assets EOY | 9437825 | TotalAssetsEOY |
| Total Assets EOYFMV | 9444641 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 1655 | AccountsPayableBOY |
| Accounts Payable EOY | 2234 | AccountsPayableEOY |
| Total Liabilities BOY | 1655 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2234 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 619299 | CapitalStockBOY |
| Capital Stock EOY | 619299 | CapitalStockEOY |
| Retained Earnings BOY | 9601006 | RetainedEarningsBOY |
| Retained Earnings EOY | 8816292 | RetainedEarningsEOY |
| Total Net Assets BOY | 10220305 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9435591 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10221960 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9437825 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10220305 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -352135 | ExcessOfRevenueOverExpenses |
| Subtotal | 9868170 | Subtotal |
| Other Decreases | 432579 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9435591 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (43 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| SECURITIES LITIGATION | P | 2010-01-01 | 2011-01-02 | 204 | 204 | 204 | |
| 200 HEWLETT PACKARD COMPANY | P | 2002-05-22 | 2011-08-26 | 4966 | 1120 | 1120 | 3846 |
| 0.400 CITIGROUP INC | P | 2010-04-09 | 2011-07-27 | 15 | -3 | -3 | 18 |
| 77 APACHE CORPORATION | P | 2010-10-19 | 2011-10-05 | 6225 | -1609 | -1609 | 7834 |
| 300 INTEL CORPORATION | P | 2000-10-26 | 2011-05-19 | 6986 | -5757 | -5757 | 12743 |
| 50,000 FED HOME LOAN BANK NOTES | P | 2009-02-11 | 2011-05-13 | 50000 | -3029 | -3029 | 53029 |
| 644 BEST BUY INC | P | 2010-05-13 | 2011-02-17 | 21037 | -7830 | -7830 | 28867 |
| 300 INTEL CORPORATION | P | 2000-12-15 | 2011-05-19 | 6986 | -2903 | -2903 | 9889 |
| 50,000 FED HOME LOAN BANK NOTES | P | 2009-02-11 | 2011-10-05 | 50000 | -3889 | -3889 | 53889 |
| 1,039 LOWES COS INC | P | 2011-02-17 | 2011-07-28 | 23231 | -3929 | -3929 | 27160 |
| 419 INTEL CORPORATION | P | 2002-06-26 | 2011-05-19 | 9757 | 2236 | 2236 | 7521 |
| 58 HEWLETT PACKARD COMPANY | P | 2009-06-09 | 2011-08-26 | 1440 | -705 | -705 | 2145 |
| 100,000 CREDIT SUISSE FB USA INC | P | 2002-05-15 | 2011-11-15 | 100000 | 3360 | 3360 | 96640 |
| 140 LOWES COS INC | P | 2001-07-03 | 2011-07-28 | 3130 | 532 | 532 | 2598 |
| 238 INTERNATIONAL BUSINESS MACHINES | P | 2009-06-09 | 2011-10-05 | 41770 | 15908 | 15908 | 25862 |
| 314 DANAHER CORPORATION | P | 2003-08-22 | 2011-09-26 | 13496 | 7448 | 7448 | 6048 |
| 1,000 LOWES COS INC | P | 2001-07-16 | 2011-07-28 | 22359 | 3959 | 3959 | 18400 |
| 561 JP MORGAN CHASE & COMPANY | P | 2007-08-01 | 2011-06-13 | 23325 | -1227 | -1227 | 24552 |
| 800 DANAHER CORPORATION | P | 2003-09-11 | 2011-09-26 | 34386 | 19289 | 19289 | 15097 |
| 45 UNITED TECHNOLOGIES CORPORATION | P | 2000-02-15 | 2011-08-26 | 3212 | 2056 | 2056 | 1156 |
| 353 KRAFT FOODS INC | P | 2008-10-02 | 2011-03-03 | 11188 | -749 | -749 | 11937 |
| 487 EMC CORPORATION | P | 2006-01-17 | 2011-05-19 | 13566 | 6999 | 6999 | 6567 |
| 570 UNITED TECHNOLOGIES CORPORATION | P | 2000-02-16 | 2011-08-26 | 40692 | 25540 | 25540 | 15152 |
| 129 MCDONALDS CORPORATION | P | 2008-02-14 | 2011-12-23 | 12876 | 5669 | 5669 | 7207 |
| 55 GENERAL ELECTRIC COMPANY | P | 2000-11-22 | 2011-07-11 | 1022 | -1698 | -1698 | 2720 |
| 423 APACHE CORPORATION | P | 2007-11-01 | 2011-10-05 | 34199 | -8644 | -8644 | 42843 |
| 246 TEVA PHARMACEUTICAL INDUSTRIES | P | 2009-02-18 | 2011-12-23 | 10242 | -1092 | -1092 | 11334 |
| 400 GENERAL ELECTRIC COMPANY | P | 2001-08-30 | 2011-07-11 | 7435 | -8673 | -8673 | 16108 |
| 114 APPLE COMPUTER INC | P | 2007-11-01 | 2011-01-06 | 38075 | 16525 | 16525 | 21550 |
| 1,215 US BANCORP DEL | P | 2007-04-20 | 2011-06-13 | 29590 | -12320 | -12320 | 41910 |
| 200 GENERAL ELECTRIC COMPANY | P | 2002-04-02 | 2011-07-11 | 3718 | -3712 | -3712 | 7430 |
| 1,512 BANK AMERICA CORPORATION | P | 2009-07-30 | 2011-06-13 | 16496 | -4666 | -4666 | 21162 |
| 50,000 US TREAS NOTES | P | 2007-06-20 | 2011-08-31 | 50000 | 742 | 742 | 49258 |
| 400 GENERAL ELECTRIC COMPANY | P | 2002-05-15 | 2011-07-11 | 7436 | -5084 | -5084 | 12520 |
| 613 BANK AMERICA CORPORATION | P | 2009-09-04 | 2011-06-13 | 6688 | -3764 | -3764 | 10452 |
| 171 WAL-MART STORES INC | P | 2008-10-01 | 2011-03-03 | 8866 | -1365 | -1365 | 10231 |
| 178 GENERAL ELECTRIC COMPANY | P | 2004-01-05 | 2011-07-11 | 3309 | -2293 | -2293 | 5602 |
| 872 BANK AMERICA CORPORATION | P | 2010-03-31 | 2011-06-13 | 9514 | -6134 | -6134 | 15648 |
| 414 WAL-MART STORES INC | P | 2009-06-09 | 2011-03-03 | 21466 | 444 | 444 | 21022 |
| 220 HEWLETT PACKARD COMPANY | P | 2001-08-31 | 2011-08-26 | 5463 | 359 | 359 | 5104 |
| 185 CATERPILLAR INC | P | 2008-09-29 | 2011-01-06 | 17316 | 6223 | 6223 | 11093 |
| 600 HEWLETT PACKARD COMPANY | P | 2002-05-15 | 2011-08-26 | 14898 | 3216 | 3216 | 11682 |
| 68 CATERPILLAR INC | P | 2009-06-09 | 2011-01-06 | 6365 | 3755 | 3755 | 2610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 70748 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -13368 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 524586 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6537586 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.080242 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 612693 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5862427 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.104512 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 597543 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6591969 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.090647 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 653520 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7139584 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.091535 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 755936 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6662503 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.113461 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.480397 | TotalDistributionRatio |
| Average Distribution Ratio | 0.096079 | AverageDistributionRatio |
| Net Noncharitable Assets | 7014468 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 673943 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1988 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 675931 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 826501 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1988 | InvestmentIncomeExciseTax |
| Subtotal | 1988 | Subtotal |
| Tax Based On Investment Income | 1988 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2280 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2280 | TotalCreditsAndPayments |
| Overpayment | 292 | Overpayment |
| Amount Credited To Next Year | 292 | AmountCreditedToNextYear |
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 |
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 |
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 55 CHILDREN | Description1 |
| Expenses1 | 69225 | Expenses1 |
| Description2 | SCHOOL DENTAL FLOURIDE PROGRAM - PROVIDING ORAL FLOURIDE TREATMENTS TO ALL ELEMENTARY SCHOOL STUDENTS OF SHERIDAN COUNTY SCHOOL DISTRICT 2. | Description2 |
| Expenses2 | 25969 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL LOANS TO 62 STUDENTS | Description1 |
| Amount1 | 279033 | Amount1 |
| Total | 279033 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6764821 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 356466 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7121287 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 7121287 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 106819 | CashDeemedCharitable |
| Net Noncharitable Assets | 7014468 | NetNoncharitableAssets |
| Minimum Investment Return | 350723 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 350723 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1988 | TaxBasedOnInvestmentIncome |
| Total Tax | 1988 | TotalTax |
| Distributable Amount Before Adj | 348735 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 468378 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 817113 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 817113 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 547468 | ExpensesAndContributions |
| Program Related Investments Total | 279033 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 826501 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1988 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 824513 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 817113 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 738460 | UndistributedIncomePriorYear |
| Qualifying Distributions | 826501 | QualifyingDistributions |
| Applied To Year1 | 738460 | AppliedToYear1 |
| Applied To Current Year | 88041 | AppliedToCurrentYear |
| Undistributed Income CY | 729072 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 55 CHILDREN WITH | ||||||||
| FINANCIAL NEED | SHERIDAN COUNTY | WY | 82801 | NONE | INDIVIDUAL | MEDICAL & DENTAL EXPENSES | $69,225 | |
| SHERIDAN COLLEGE FOUNDATION | ||||||||
| PO BOX 6328 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT SEVERAL EDUCTIONAL PROGRAMS | $293,500 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 1876 SOUTH SHERIDAN AVE | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT CAMP POSTCARD | $6,680 | |
| TONGUE RIVER CHILD'S PLACE | ||||||||
| 84 DAYTON STREET | RANCHESTER | WY | 82839 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $5,000 | |
| RAISING READERS IN WYOMING | ||||||||
| 6 MAXINE PLACE | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $2,500 | |
| CHAPS | ||||||||
| PMB 201 1842 SUGARLAND | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $20,000 | DRIVE SUITE 108 |
| PEOPLE ASSISTANCE MANAGMENT INC | ||||||||
| 2560 N MAIN STREET | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $5,000 | |
| JOEY'S FLYFISHING FOUNDATION INC | ||||||||
| 109 SOUTH MAIN STE B | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $15,000 | |
| CENTER FOR VITAL COMMUNITY | ||||||||
| PO BOX 6328 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $5,000 | |
| SHERIDAN COUNTY LIBRARY SYSTEM | ||||||||
| SHERIDAN COUNTY | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | SUPPORT OPERATIONS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 446905 | 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 | $175,583 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $70,748 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $246,331 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 246331 | 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 | $6,955 | Amount |
| Net Investment Income | 3478 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3477 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| STEVE CARROLL |
| GEORGE FLETCHER |
| MIKE PILCH |
| VICTOR GARBER |
| PADDY BARD |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (14 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 | 277 | 200DB | 7.0000 | 15 |
| COPY MACHINE | 2006-07-31 | 1864 | 1448 | 200DB | 7.0000 | 166 |
| SCANNER | 2006-10-18 | 400 | 311 | 200DB | 7.0000 | 35 |
| WIRING | 1992-10-31 | 336 | 194 | S/L | 31.5000 | 11 |
| CARPET | 1992-10-31 | 3522 | 2036 | S/L | 31.5000 | 112 |
| DRAPES | 1992-10-31 | 2694 | 1557 | S/L | 31.5000 | 86 |
| PAINTING & DRAPES | 1992-11-30 | 2664 | 1533 | S/L | 31.5000 | 84 |
| ARTWORK - SEE LIST | 1994-09-30 | 3772 | ||||
| DELL OPTIPLEX DESKTOP | 2008-01-28 | 1645 | 1171 | 200DB | 5.0000 | 190 |
| SCANNER | 2009-04-08 | 767 | 399 | 200DB | 5.0000 | 147 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (12 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIRST INTERSTATE TRUST AGENCY ACCT | ||
| 12177.447-VANGUARD GNMA FUND 36 | 134804 | 134804 |
| 100000-CREDIT SUISSE FB USA INC | ||
| 50000-HEWLETT PACKARD CO 5 | 50328 | 50328 |
| 50000-TARGET CORP 5 | 50420 | 50420 |
| 100000-HSBC FINANCE CORPORATION | 102115 | 102115 |
| 50000-PACCAR INC | 56015 | 56015 |
| 10172.94-VANGUARD SHORT-TERM INVESTM | 108240 | 108240 |
| 43903.36-VANGUARD HIGH YIELD CORPORA | 249810 | 249810 |
| 15389.891-VANGUARD INTERMEDIATE TERM | 153745 | 153745 |
| 7656.968-OPPENHEIMER INTERNATIONAL B | 47473 | 47473 |
| 3668.379-TEMPLETON GLOBAL BOND FUND | 45378 | 45378 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (65 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIRST INTERSTATE TRUST AGENCY ACCT | ||
| 1109-ABBOTT LABORATORIES | 62359 | 62359 |
| 414-AIR PRODUCTS & CHEMICALS | 35269 | 35269 |
| 500-APACHE CORPORATION | ||
| 232-APPLE COMPUTER INC | 93960 | 93960 |
| 668-CATERPILLAR INC | 60521 | 60521 |
| 707-CHEVRON CORP | 75225 | 75225 |
| 2932-CISCO SYSTEMS INC | 53011 | 53011 |
| 612-CONOCOPHILLIPS | 44596 | 44596 |
| 585-COSTCO WHOLESALE CORPORATION | 48742 | 48742 |
| 1114-DANAHER CORPORATION | ||
| 573-DEERE & COMPANY | 44322 | 44322 |
| 1251-DISNEY WALT CO HOLDINGS | 46913 | 46913 |
| 2581-EMC CORPORATION | 55595 | 55595 |
| 1012-EMERSON ELECTRIC COMPANY | 47149 | 47149 |
| 1113-EXXON MOBIL CORPORATION | 94338 | 94338 |
| 2098-GENERAL ELECTRIC COMPANY | 37575 | 37575 |
| 775-ILLINOIS TOOL WORKS INC | 36200 | 36200 |
| 1394-INTEL CORPORATION | 33804 | 33804 |
| 711-JOHNSON & JOHNSON | 46627 | 46627 |
| 1270-JOHNSON CONTROLS INC | 39700 | 39700 |
| 1410-JP MORGAN CHASE & COMPANY | 46883 | 46883 |
| 982-KRAFT FOODS INC | 36688 | 36688 |
| 634-MCDONALDS CORPORATION | 63609 | 63609 |
| 789-NORTHERN TRUST CORPORATION | 31292 | 31292 |
| 1844-ORACLE CORPORATION | 47299 | 47299 |
| 606-PHILIP MORRIS INTERNATIONAL | 47559 | 47559 |
| 885-QUALCOMM INC | 48409 | 48409 |
| 933-SCHLUMBERGER LIMITED | 63733 | 63733 |
| 1088-TARGET CORPORATION | 55727 | 55727 |
| 326-TIFFANY & CO | 21601 | 21601 |
| 1243-U S BANCORP DEL | 33623 | 33623 |
| 731-UNITEDHEALTH GROUP INC | 37047 | 37047 |
| 615-UNITED TECHNOLOGIES CORPORATION | ||
| 1742-VERIZON COMMUNICATIONS | 69889 | 69889 |
| 585-WAL-MART STORES INC | ||
| 1300-WASTE MANAGEMENT INC | 42523 | 42523 |
| 796-TEVA PHARMACEUTICAL INDUSTRIES | 32127 | 32127 |
| 4189.271-VANGUARD 500 INDEX FUND | 400704 | 400704 |
| 13859.50-LKCM SMALL CAP EQ INSTITUTI | 311146 | 311146 |
| 7367.434-MORGAN STANLEY INST MID CAP | 234063 | 234063 |
| 4031.406-T ROWE PRICE MID CAP GROWTH | 212576 | 212576 |
| 3258.377-T ROWE PRICE MID CAP VALUE | 69697 | 69697 |
| 3461.139-VANGUARD INDEX TRUST | ||
| 10782.90-AMERICAN EUROPACIFIC GROWTH | 378588 | 378588 |
| 6619.278-EATON VANCE TAX-MANAGED | 273111 | 273111 |
| 8974.784-HARBOR INTERNATIONAL FUND | 470727 | 470727 |
| 963-IPATH DJ- UBS COMMODITY INDEX | 40677 | 40677 |
| 2997-BANK AMERICA CORPORATION | ||
| 456-BHP BILLITON LIMITED ADR | 32207 | 32207 |
| 925-EXELON CORPORATION | 40117 | 40117 |
| 1078-HEWLETT PACKARD COMPANY | ||
| 222-INTERNATIONAL BUSINESS MACHINES | 40821 | 40821 |
| 1140-LOWES COS INC | ||
| 877-METLIFE INC | 27345 | 27345 |
| 1155-PEABODY ENERGY CORPORATION | 38242 | 38242 |
| 667-PROCTER & GAMBLE COMPANY | 44496 | 44496 |
| 781-PEPSICO INC | 51819 | 51819 |
| 608-BERKSHIRE HATHAWAY INC CL B | 46390 | 46390 |
| 644-BEST BUY INC | ||
| 1421-CITIGROUP INC | 37387 | 37387 |
| 781-DU PONT E I DE NEMOURS & COMPANY | 35754 | 35754 |
| 54-GOOGLE INC | 34879 | 34879 |
| 1203-MERCK & CO INC | 45353 | 45353 |
| 628-NEXTERA ENERGY INC | 38233 | 38233 |
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 | 2658 | BookValue |
| EOYFMV | 2658 | 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 | 46743 | CostOrOtherBasis |
| Accumulated Depreciation | 38559 | AccumulatedDepreciation |
| Book Value | 8184 | BookValue |
| EOYFMV | 15000 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $3,964 | Amount |
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 Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED DEPRECIATION OF INVESTMENTS | Description |
| Amount | $432,579 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | 183 | 91 | 92 |
| INSURANCE | 2209 | 1105 | 1104 |
| OFFICE SUPPLIES | 3710 | 742 | 2968 |
| POSTAGE AND DELIVERY | 884 | 177 | 707 |
| TELEPHONE | 1380 | 276 | 1104 |
| WORKERS COMPENSATION | 560 | 560 |
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 | 2799338 | BalanceDue |
| Interest Rate | 0.0000 | InterestRate |
| Purpose Of Loan | EDUCATIONAL PURPOSES | PurposeOfLoan |
| Consideration Fmv | 2799338 | ConsiderationFmv |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $38,013 | 38013 | |
| DENTAL HYGENISTS - FLOURIDE RINS | $25,969 | 25969 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAXES | $2,588 | |
| CALIFORNIA FILING FEES | $60 | 60 |
| FOREIGN TAXES | $112 | 112 |
Comments