BF & ROSE H PERKINS FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: BF & ROSE H PERKINS FOUNDATION (EIN 83-0138740)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-05-12
IRS object ID: 201121329349101227
Schema version: 2010v3.2
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 Expenses Schedule
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	2011-05-12T11:22:26-05:00	Timestamp
Tax Period End Date	2010-12-31	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	2010-01-01	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	2011-05-04	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ANNETTE M RINALDO	Name
Phone	3076726494	Phone
Date Prepared	2011-05-12	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2010	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	10232930	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	173152	DividendsRevAndExpnss
Dividends Net Invst Incm	173152	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-45120	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	715261	GrossSalesPrice
Total Revenue And Expenses	128032	TotalRevenueAndExpenses
Total Net Investment Income	173152	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	39632	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	9908	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	29724	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	3546	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	886	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	2660	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	1536	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	1346	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	190	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	5430	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2715	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	2715	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	60384	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	36668	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	23716	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	1790	TaxesRevAndExpnss
Taxes Net Invst Incm	120	TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss	1086	DeprecAndDepletionRevAndExpnss
Occupancy Rev And Expnss	5100	OccupancyRevAndExpnss
Occupancy Net Invst Incm	2550	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	2550	OccupancyDsbrsChrtblPrps
Other Expenses Rev And Expnss	8902	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	4451	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	4451	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	139406	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	60144	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	76506	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	147141	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	147141	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	286547	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	60144	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	223647	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-158515	ExcessOfRevenueOverExpenses
Net Investment Income	113008	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	52	CashBOY
Cash EOY	549	CashEOY
Cash EOYFMV	549	CashEOYFMV
Savings And Temp Cash Invst BOY	469415	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	314258	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	314258	SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable	2988684	OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY	3160179	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	2988684	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	2988684	OtherNotesAndLoansRcvblEOYFMV
Prepaid Expenses BOY	1670	PrepaidExpensesBOY
Prepaid Expenses EOY	4140	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	4140	PrepaidExpensesEOYFMV
Investments Govt Oblig BOY	990891	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	776890	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	776890	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	3805287	InvestmentsCorpStockBOY
Investments Corp Stock EOY	5009563	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	5009563	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	856443	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	1116041	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	1116041	InvestmentsCorpBondsEOYFMV
Investments Other BOY	26	InvestmentsOtherBOY
Investments Other EOY	2803	InvestmentsOtherEOY
Investments Other EOYFMV	2803	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	46743	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	37713	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	10115	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	9030	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	20000	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	2	OtherAssetsBOY
Other Assets EOY	2	OtherAssetsEOY
Other Assets EOYFMV	2	OtherAssetsEOYFMV
Total Assets BOY	9294080	TotalAssetsBOY
Total Assets EOY	10221960	TotalAssetsEOY
Total Assets EOYFMV	10232930	TotalAssetsEOYFMV
Accounts Payable BOY	13930	AccountsPayableBOY
Accounts Payable EOY	1655	AccountsPayableEOY
Total Liabilities BOY	13930	TotalLiabilitiesBOY
Total Liabilities EOY	1655	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	619299	CapitalStockBOY
Capital Stock EOY	619299	CapitalStockEOY
Retained Earnings BOY	8660851	RetainedEarningsBOY
Retained Earnings EOY	9601006	RetainedEarningsEOY
Total Net Assets BOY	9280150	TotalNetAssetsBOY
Total Net Assets EOY	10220305	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	9294080	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	10221960	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	9280150	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-158515	ExcessOfRevenueOverExpenses
Other Increases	1098670	OtherIncreases
Subtotal	10220305	Subtotal
Total Net Assets Fund Balances EOY	10220305	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (36 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	2009-01-01	2010-01-02	162	162	162
2,008.030 VANGUARD INFLATION PROTECT	P	2004-08-10	2010-02-10	25341	341	341	25000
335 SMITH INTERNATIONAL INC	P	2006-01-17	2010-02-17	11049	-2562	-2562	13611
16 MICROSOFT CORPORATION	P	2009-06-09	2010-06-09	403	48	48	355
1,988.860 VANGUARD INFLATION PROTECT	P	2004-09-08	2010-02-10	25099	99	99	25000
559 SOUTHWESTERN ENERGY COMPANY	P	2009-09-04	2010-09-13	18396	-2430	-2430	20826
474 SMITH INTERNATIONAL INC	P	2009-06-09	2010-02-17	15634	1214	1214	14420
755 ALLSTATE CORPORATION	P	2007-11-01	2010-02-17	23157	-15960	-15960	39117
355 STATE STREET CORPORATION	P	2008-06-11	2010-05-13	15012	-9150	-9150	24162
124 STATE STREET CORPORATION	P	2009-06-09	2010-05-13	5244	-752	-752	5996
331.250 AT&T INC	P	2005-03-02	2010-02-17	8394	1837	1837	6557
1,971.610 VANGUARD INFLATION PROTECT	P	2005-02-15	2010-02-10	24882	-118	-118	25000
331.750 AT&T INC	P	2005-01-06	2010-02-17	8407	1502	1502	6905
300 AT&T INC	P	2005-03-02	2010-02-17	7602	204	204	7398
1,955.430 VANGUARD INFLATION PROTECT	P	2007-12-03	2010-02-10	24677	-20	-20	24697
38 COSTCO WHOLESALE CORPORATION	P	2003-08-22	2010-04-09	2319	1136	1136	1183
1,405 BANK OF NEW YORK MELLON CORP	P	2007-11-01	2010-10-19	37216	-29797	-29797	67013
359 WAL-MART STORES INC	P	2008-10-01	2010-04-09	19757	-1721	-1721	21478
289 GENERAL DYNAMICS CORPORATION	P	2003-01-06	2010-05-13	21311	9518	9518	11793
50,000 FED HOME LOAN BANK NOTES	P	2007-10-02	2010-08-10	50000	-377	-377	50377
110 GENERAL DYNAMICS CORPORATION	P	2003-02-20	2010-05-13	8112	4553	4553	3559
50,000 FED NATL MTG ASSN NOTES	P	2007-10-02	2010-12-15	50000	-541	-541	50541
357 JOHNSON & JOHNSON	P	2000-10-17	2010-07-07	21578	4337	4337	17241
238 FRONTIER COMMUNICATIONS	P	2007-12-03	2010-07-12	1711	-939	-939	2650
400 MEDTRONIC INC	P	2001-02-21	2010-10-19	13354	-7442	-7442	20796
0.840 FRONTIER COMMUNICATIONS	P	2007-12-03	2010-07-20	6	-3	-3	9
500 MEDTRONIC INC	P	2001-05-23	2010-10-19	16693	-4412	-4412	21105
50,000 GE CAP FRANCHISE FIN REIT	P	2009-04-07	2010-10-15	50000	-2391	-2391	52391
300 MICROSOFT INC	P	2002-05-15	2010-06-09	7563	-738	-738	8301
50,000 GENERAL ELECTRIC CAP CORP	P	2007-12-03	2010-12-01	50000	-1202	-1202	51202
727 MICROSOFT CORPORATION	P	2002-05-22	2010-06-09	18327	-837	-837	19164
554 GENZYME CORPORATION	P	2007-08-28	2010-03-31	28776	-4012	-4012	32788
1,365 STAPLES INC	P	2003-07-10	2010-09-13	26603	8940	8940	17663
130 GENZYME CORPORATION	P	2007-11-01	2010-03-31	6752	-2964	-2964	9716
50,000 US TREAS NOTES	P	2002-03-01	2010-08-15	50000	-2609	-2609	52609
286 MEDTRONIC INC	P	2009-06-09	2010-10-19	9548	-210	-210	9758

Field	Value	IRS element (for citing)
Capital Gain Net Income	-45120	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	510	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	612693	QualifyingDistributionsYear1
Noncharitable Assets Year1	5862427	NoncharitableAssetsYear1
Distribution Ratio Year1	0.104512	DistributionRatioYear1
Qualifying Distributions Year2	597543	QualifyingDistributionsYear2
Noncharitable Assets Year2	6591969	NoncharitableAssetsYear2
Distribution Ratio Year2	0.090647	DistributionRatioYear2
Qualifying Distributions Year3	653520	QualifyingDistributionsYear3
Noncharitable Assets Year3	7139584	NoncharitableAssetsYear3
Distribution Ratio Year3	0.091535	DistributionRatioYear3
Qualifying Distributions Year4	755936	QualifyingDistributionsYear4
Noncharitable Assets Year4	6662503	NoncharitableAssetsYear4
Distribution Ratio Year4	0.113461	DistributionRatioYear4
Qualifying Distributions Year5	738543	QualifyingDistributionsYear5
Noncharitable Assets Year5	6538351	NoncharitableAssetsYear5
Distribution Ratio Year5	0.112956	DistributionRatioYear5
Total Distribution Ratio	0.513111	TotalDistributionRatio
Average Distribution Ratio	0.102622	AverageDistributionRatio
Net Noncharitable Assets	6537586	NetNoncharitableAssets
Adjusted Noncharitable Assets	670900	AdjustedNoncharitableAssets
One Percent Net Investment Income	1130	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	672030	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	524586	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	2260	InvestmentIncomeExciseTax
Subtotal	2260	Subtotal
Tax Based On Investment Income	2260	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1670	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1670	TotalCreditsAndPayments
Tax Due	590	TaxDue
Amount Credited To Next Year	0	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 57 CHILDREN	Description1
Expenses1	79141	Expenses1
Description2	SCHOOL DENTAL FLOURIDE PROGRAM - PROVIDING ORAL FLOURIDE TREATMENTS TO ALL ELEMENTARY SCHOOL STUDENTS OF SHERIDAN COUNTY SCHOOL DISTRICT 2.	Description2
Expenses2	23716	Expenses2

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	EDUCATIONAL LOANS TO 76 STUDENTS	Description1
Amount1	300939	Amount1
Total	300939	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	6343302	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	293841	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	6637143	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	6637143	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	99557	CashDeemedCharitable
Net Noncharitable Assets	6537586	NetNoncharitableAssets
Minimum Investment Return	326879	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	326879	MinimumInvestmentReturn
Tax Based On Investment Income	2260	TaxBasedOnInvestmentIncome
Total Tax	2260	TotalTax
Distributable Amount Before Adj	324619	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	472434	RecoveriesQlfyDistributions
Distributable Amount Before Ded	797053	DistributableAmountBeforeDed
Distributable Amount As Adjusted	797053	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	223647	ExpensesAndContributions
Program Related Investments Total	300939	ProgramRelatedInvestmentsTotal
Qualifying Distributions	524586	QualifyingDistributions
Adj Qualifying Distributions	524586	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	797053	DistributableAmountAsAdjusted
Undistributed Income Prior Year	465993	UndistributedIncomePriorYear
Qualifying Distributions	524586	QualifyingDistributions
Applied To Year1	465993	AppliedToYear1
Applied To Current Year	58593	AppliedToCurrentYear
Undistributed Income CY	738460	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 (2 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
57 CHILDREN WITH
FINANCIAL NEED	SHERIDAN COUNTY	WY	82801	NONE	INDIVIDUAL	MEDICAL & DENTAL EXPENSES	$79,141
SHERIDAN COUNTY
YMCA	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	SUPPORT OPERATION	$68,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	147141	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	$173,152	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$45,120	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$128,032	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	128032	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	$5,430	Amount
Net Investment Income	2715	NetInvestmentIncome
Disbursements Charitable Prps	2715	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	248	200DB	7.0000	29
COPY MACHINE	2006-07-31	1864	1282	200DB	7.0000	166
SCANNER	2006-10-18	400	275	200DB	7.0000	36
WIRING	1992-10-31	336	183	S/L	31.5000	11
CARPET	1992-10-31	3522	1924	S/L	31.5000	112
DRAPES	1992-10-31	2694	1472	S/L	31.5000	85
PAINTING & DRAPES	1992-11-30	2664	1448	S/L	31.5000	85
ARTWORK - SEE LIST	1994-09-30	3772
DELL OPTIPLEX DESKTOP	2008-01-28	1645	855	200DB	5.0000	316
SCANNER	2009-04-08	767	153	200DB	5.0000	246

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (14 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
FIRST INTERSTATE TRUST AGENCY ACCT
12177.447-VANGUARD GNMA FUND 36	130786	130786
50000-GE CAP FRANCHISE FIN REIT
50000-GENERAL ELECTRIC CAP CORP 5
100000-CREDIT SUISSE FB USA INC	104776	104776
50000-HEWLETT PACKARD CO 5	52555	52555
50000-TARGET CORP 5	52651	52651
100000-HSBC FINANCE CORPORATION	105467	105467
50000-PACCAR INC	57353	57353
10172.94-VANGUARD SHORT-TERM INVESTM	109563	109563
43903.36-VANGUARD HIGH YIELD CORPORA	250249	250249
15389.891-VANGUARD INTERMEDIATE TERM	152668	152668
7656.968-OPPENHEIMER INTERNATIONAL B	50230	50230
3668.379-TEMPLETON GLOBAL BOND FUND	49743	49743

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (68 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
FIRST INTERSTATE TRUST AGENCY ACCT
1109-ABBOTT LABORATORIES	53132	53132
414-AIR PRODUCTS & CHEMICALS	37653	37653
755-ALLSTATE CORPORATION
500-APACHE CORPORATION	59615	59615
346-APPLE COMPUTER INC	111606	111606
963-AT&T INC
1405-BANK OF NEW YORK MELLON CORP
921-CATERPILLAR INC	86261	86261
707-CHEVRON CORP	64514	64514
2182-CISCO SYSTEMS INC	44142	44142
585-COSTCO WHOLESALE CORPORATION	42243	42243
1114-DANAHER CORPORATION	52547	52547
1251-DISNEY WALT CO HOLDINGS	46925	46925
3068-EMC CORPORATION	70257	70257
1012-EMERSON ELECTRIC COMPANY	57856	57856
996-EXXON MOBIL CORPORATION	72828	72828
399-GENERAL DYNAMICS CORPORATION
2504-GENERAL ELECTRIC COMPANY	45798	45798
710-ILLINOIS TOOL WORKS INC	37914	37914
2413-INTEL CORPORATION	50745	50745
711-JOHNSON & JOHNSON	43975	43975
1971-JP MORGAN CHASE & COMPANY	83610	83610
1335-KRAFT FOODS INC	42066	42066
763-MCDONALDS CORPORATION	58568	58568
1186-MEDTRONIC INC
1043-MICROSOFT CORPORATION
789-NORTHERN TRUST CORPORATION	43718	43718
1844-ORACLE CORPORATION	57717	57717
885-QUALCOMM INC	43799	43799
933-SCHLUMBERGER LIMITED	77906	77906
1365-STAPLES INC
479-STATE STREET CORPORATION
1088-TARGET CORPORATION	65421	65421
2458-U S BANCORP DEL	66292	66292
615-UNITED TECHNOLOGIES CORPORATION	48413	48413
995-VERIZON COMMUNICATIONS	35601	35601
585-WAL-MART STORES INC	31549	31549
1042-TEVA PHARMACEUTICAL INDUSTRIES	54319	54319
13859.50-LKCM SMALL CAP EQ INSTITUTI	297841	297841
7367.434-MORGAN STANLEY INST MID CAP	266701	266701
4031.406-T ROWE PRICE MID CAP GROWTH	235958	235958
3258.377-T ROWE PRICE MID CAP VALUE	77256	77256
3461.139-VANGUARD INDEX TRUST	400869	400869
10782.90-AMERICAN EUROPACIFIC GROWTH	445658	445658
6619.278-EATON VANCE TAX-MANAGED	338377	338377
8974.784-HARBOR INTERNATIONAL FUND	543423	543423
2997-BANK AMERICA CORPORATION	39980	39980
456-BHP BILLITON LIMITED ADR	42372	42372
546-EXELON CORPORATION	22735	22735
628-FPL GROUP INC
684-GENZYME CORPORATION
1078-HEWLETT PACKARD COMPANY	45384	45384
460-INTERNATIONAL BUSINESS MACHINES	67510	67510
1140-LOWES COS INC	28591	28591
877-METLIFE INC	38974	38974
1155-PEABODY ENERGY CORPORATION	73897	73897
667-PROCTER & GAMBLE COMPANY	42908	42908
781-PEPSICO INC	51023	51023
809-SMITH INTERNATIONAL INC
559-SOUTHWESTERN ENERGY COMPANY
608-BERKSHIRE HATHAWAY INC CL B	48707	48707
644-BEST BUY INC	22083	22083
11895-CITIGROUP INC	56263	56263
561-DU PONT E I DE NEMOURS & COMPANY	27983	27983
54-GOOGLE INC	32074	32074
1203-MERCK & CO INC	43356	43356
628-NEXTERA ENERGY INC	32650	32650

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	2803	BookValue
EOYFMV	2803	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	37713	AccumulatedDepreciation
Book Value	9030	BookValue
EOYFMV	20000	EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	INDIRECT LEGAL FEES	Category
Amount	$1,536	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 Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (7 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
BANK CHARGES	149	75	74
INSURANCE	2769	1385	1384
OFFICE SUPPLIES	3595	1797	1798
POSTAGE AND DELIVERY	866	433	433
REPAIRS & MAINTENANCE	193	96	97
TELEPHONE	1330	665	665

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED APPRECIATION OF INVESTMENTS	Description
Amount	$1,098,670	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	2988684	BalanceDue
Interest Rate	0.0000	InterestRate
Purpose Of Loan	EDUCATIONAL PURPOSES	PurposeOfLoan
Consideration Fmv	2988684	ConsiderationFmv

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT MANAGEMENT	$36,668	36668
DENTAL HYGENISTS - FLOURIDE RINS	$23,716		23716

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
EXCISE TAXES	$1,670
CALIFORNIA FILING FEES	$60	60
FOREIGN TAXES	$60	60

BF & ROSE H PERKINS FOUNDATION: Form 990PF, tax year 2010

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 (36 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 (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

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 (14 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (14 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (68 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 (7 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