Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
BF & ROSE H PERKINS FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1064   Room/suite
City or town, state, and ZIP code
SHERIDAN, WY82801
A Employer identification number

83-0138740
B Telephone number (see page 10 of the instructions)

(307) 674-8871
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,444,641J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 175,583 175,583  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 70,748
b Gross sales price for all assets on line 6a 829,184
7 Capital gain net income (from Part IV, line 2)... 70,748
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 246,331 246,331  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 1,500   10,500
14 Other employee salaries and wages...... 42,889     42,889
15 Pension plans, employee benefits....... 3,779     3,779
16a Legal fees (attach schedule)......... Click to see attachment 3,964 918   3,046
b Accounting fees (attach schedule)....... Click to see attachment 6,955 3,478   3,477
c Other professional fees (attach schedule).... Click to see attachment 63,982 38,013   25,969
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 2,760 172    
19 Depreciation (attach schedule) and depletion... Click to see attachment 846    
20 Occupancy.............. 5,460 1,092   4,368
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 8,926 2,391   6,535
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 151,561 47,564   100,563
25 Contributions, gifts, grants paid........ 446,905 446,905
26 Total expenses and disbursements. Add lines 24 and 25 598,466 47,564   547,468
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -352,135
b Net investment income (if negative, enter -0-) 198,767
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 549 49 49
2 Savings and temporary cash investments.......... 314,258 451,664 451,664
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet2,799,338
Less: allowance for doubtful accounts bullet   2,988,684 Click to see attachment2,799,338 2,799,338
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 4,140 2,362 2,362
10a Investments—U.S. and state government obligations (attach schedule) 776,890 636,993 636,993
b Investments—corporate stock (attach schedule)........ 5,009,563 Click to see attachment4,538,247 4,538,247
c Investments—corporate bonds (attach schedule)........ 1,116,041 Click to see attachment998,328 998,328
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 2,803 Click to see attachment2,658 2,658
14 Land, buildings, and equipment: basis bullet46,743
Less: accumulated depreciation (attach schedule) bullet38,559 9,030 Click to see attachment8,184 15,000
15 Other assets (describe bullet) Click to see attachment2 Click to see attachment2 Click to see attachment2
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,221,960 9,437,825 9,444,641
Liabilities 17 Accounts payable and accrued expenses.......... 1,655 2,234
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 1,655 2,234
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 619,299 619,299
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 9,601,006 8,816,292
30 Total net assets or fund balances (see page 17 of the
instructions).................... 10,220,305 9,435,591
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 10,221,960 9,437,825
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 10,220,305
2 Enter amount from Part I, line 27a..................... 2 -352,135
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 9,868,170
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 432,579
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 9,435,591
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a SECURITIES LITIGATION P 2010-01-01 2011-01-02
b 200 HEWLETT PACKARD COMPANY P 2002-05-22 2011-08-26
c 0.400 CITIGROUP INC P 2010-04-09 2011-07-27
d 77 APACHE CORPORATION P 2010-10-19 2011-10-05
e 300 INTEL CORPORATION P 2000-10-26 2011-05-19
50,000 FED HOME LOAN BANK NOTES P 2009-02-11 2011-05-13
644 BEST BUY INC P 2010-05-13 2011-02-17
300 INTEL CORPORATION P 2000-12-15 2011-05-19
50,000 FED HOME LOAN BANK NOTES P 2009-02-11 2011-10-05
1,039 LOWES COS INC P 2011-02-17 2011-07-28
419 INTEL CORPORATION P 2002-06-26 2011-05-19
58 HEWLETT PACKARD COMPANY P 2009-06-09 2011-08-26
100,000 CREDIT SUISSE FB USA INC P 2002-05-15 2011-11-15
140 LOWES COS INC P 2001-07-03 2011-07-28
238 INTERNATIONAL BUSINESS MACHINES P 2009-06-09 2011-10-05
314 DANAHER CORPORATION P 2003-08-22 2011-09-26
1,000 LOWES COS INC P 2001-07-16 2011-07-28
561 JP MORGAN CHASE & COMPANY P 2007-08-01 2011-06-13
800 DANAHER CORPORATION P 2003-09-11 2011-09-26
45 UNITED TECHNOLOGIES CORPORATION P 2000-02-15 2011-08-26
353 KRAFT FOODS INC P 2008-10-02 2011-03-03
487 EMC CORPORATION P 2006-01-17 2011-05-19
570 UNITED TECHNOLOGIES CORPORATION P 2000-02-16 2011-08-26
129 MCDONALDS CORPORATION P 2008-02-14 2011-12-23
55 GENERAL ELECTRIC COMPANY P 2000-11-22 2011-07-11
423 APACHE CORPORATION P 2007-11-01 2011-10-05
246 TEVA PHARMACEUTICAL INDUSTRIES P 2009-02-18 2011-12-23
400 GENERAL ELECTRIC COMPANY P 2001-08-30 2011-07-11
114 APPLE COMPUTER INC P 2007-11-01 2011-01-06
1,215 US BANCORP DEL P 2007-04-20 2011-06-13
200 GENERAL ELECTRIC COMPANY P 2002-04-02 2011-07-11
1,512 BANK AMERICA CORPORATION P 2009-07-30 2011-06-13
50,000 US TREAS NOTES P 2007-06-20 2011-08-31
400 GENERAL ELECTRIC COMPANY P 2002-05-15 2011-07-11
613 BANK AMERICA CORPORATION P 2009-09-04 2011-06-13
171 WAL-MART STORES INC P 2008-10-01 2011-03-03
178 GENERAL ELECTRIC COMPANY P 2004-01-05 2011-07-11
872 BANK AMERICA CORPORATION P 2010-03-31 2011-06-13
414 WAL-MART STORES INC P 2009-06-09 2011-03-03
220 HEWLETT PACKARD COMPANY P 2001-08-31 2011-08-26
185 CATERPILLAR INC P 2008-09-29 2011-01-06
600 HEWLETT PACKARD COMPANY P 2002-05-15 2011-08-26
68 CATERPILLAR INC P 2009-06-09 2011-01-06
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 204     204
b 4,966   3,846 1,120
c 15   18 -3
d 6,225   7,834 -1,609
e 6,986   12,743 -5,757
50,000   53,029 -3,029
21,037   28,867 -7,830
6,986   9,889 -2,903
50,000   53,889 -3,889
23,231   27,160 -3,929
9,757   7,521 2,236
1,440   2,145 -705
100,000   96,640 3,360
3,130   2,598 532
41,770   25,862 15,908
13,496   6,048 7,448
22,359   18,400 3,959
23,325   24,552 -1,227
34,386   15,097 19,289
3,212   1,156 2,056
11,188   11,937 -749
13,566   6,567 6,999
40,692   15,152 25,540
12,876   7,207 5,669
1,022   2,720 -1,698
34,199   42,843 -8,644
10,242   11,334 -1,092
7,435   16,108 -8,673
38,075   21,550 16,525
29,590   41,910 -12,320
3,718   7,430 -3,712
16,496   21,162 -4,666
50,000   49,258 742
7,436   12,520 -5,084
6,688   10,452 -3,764
8,866   10,231 -1,365
3,309   5,602 -2,293
9,514   15,648 -6,134
21,466   21,022 444
5,463   5,104 359
17,316   11,093 6,223
14,898   11,682 3,216
6,365   2,610 3,755
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       204
b       1,120
c       -3
d       -1,609
e       -5,757
      -3,029
      -7,830
      -2,903
      -3,889
      -3,929
      2,236
      -705
      3,360
      532
      15,908
      7,448
      3,959
      -1,227
      19,289
      2,056
      -749
      6,999
      25,540
      5,669
      -1,698
      -8,644
      -1,092
      -8,673
      16,525
      -12,320
      -3,712
      -4,666
      742
      -5,084
      -3,764
      -1,365
      -2,293
      -6,134
      444
      359
      6,223
      3,216
      3,755
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 70,748
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3 -13,368
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 524,586 6,537,586 0.080242
2009 612,693 5,862,427 0.104512
2008 597,543 6,591,969 0.090647
2007 653,520 7,139,584 0.091535
2006 755,936 6,662,503 0.113461
2 Total of line 1, column (d) ...................... 2 0.480397
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.096079
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 7,014,468
5 Multiply line 4 by line 3....................... 5 673,943
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,988
7 Add lines 5 and 6......................... 7 675,931
8 Enter qualifying distributions from Part XII, line 4.............. 8 826,501
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,988
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 1,988
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,988
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 2,280
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,280
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 292
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet292 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletWY, CA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.PERKINSFOUNDATION.ORG
    14
    The books are in care ofbulletBF ROSE H PERKINS FOUNDATION Telephone no.bullet (307) 674-8871
    Located atbullet45 EAST LOUCKS STSHERIDANWY ZIP+4bullet82801
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    STEVE CARROLLClick to see attachment TREASURER
    5.00     		2,400 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    GEORGE FLETCHERClick to see attachment TRUSTEE
    5.00     		2,400 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    MIKE PILCHClick to see attachment TRUSTEE
    5.00     		2,400 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    VICTOR GARBERClick to see attachment CHAIRMAN
    5.00     		2,400 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    PADDY BARDClick to see attachment VICE CHAIR.
    5.00     		2,400 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 MEDICAL EXPENSE ASSISTANCE TO 55 CHILDREN 69,225
    2 SCHOOL DENTAL FLOURIDE PROGRAM - PROVIDING ORAL FLOURIDE TREATMENTS TO ALL ELEMENTARY SCHOOL STUDENTS OF SHERIDAN COUNTY SCHOOL DISTRICT 2. 25,969
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 EDUCATIONAL LOANS TO 62 STUDENTS 279,033
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet279,033
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,764,821
    b
    Average of monthly cash balances.......................
    1b
    356,466
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,121,287
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,121,287
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    106,819
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,014,468
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    350,723
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    350,723
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    1,988
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,988
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    348,735
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    468,378
    5
    Add lines 3 and 4............................
    5
    817,113
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    817,113
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    547,468
    b
    Program-related investments—total from Part IX-B..................
    1b
    279,033
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    826,501
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    1,988
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    824,513
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 817,113
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 738,460
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 826,501
    a Applied to 2010, but not more than line 2a 738,460
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 88,041
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		729,072
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    BF ROSE H PERKINS FOUNDATION
    PO BOX 1064
    SHERIDAN,WY82801
    (307) 674-8871
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT FOUNDATION OFFICE FOR APPLICATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    55 CHILDREN WITH
    FINANCIAL NEED
    SHERIDAN COUNTY,WY82801     		NONE INDIVIDUAL MEDICAL & DENTAL EXPENSES 69,225
    SHERIDAN COLLEGE FOUNDATION
    PO BOX 6328
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT SEVERAL EDUCTIONAL PROGRAMS 293,500
    VOLUNTEERS OF AMERICA
    1876 SOUTH SHERIDAN AVE
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT CAMP POSTCARD 6,680
    TONGUE RIVER CHILD'S PLACE
    84 DAYTON STREET
    RANCHESTER,WY82839     		NONE EXEMPT ORG. SUPPORT OPERATIONS 5,000
    RAISING READERS IN WYOMING
    6 MAXINE PLACE
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 2,500
    CHAPS
    PMB 201 1842 SUGARLAND
    DRIVE SUITE 108
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 20,000
    PEOPLE ASSISTANCE MANAGMENT INC
    2560 N MAIN STREET
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 5,000
    JOEY'S FLYFISHING FOUNDATION INC
    109 SOUTH MAIN STE B
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 15,000
    CENTER FOR VITAL COMMUNITY
    PO BOX 6328
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 5,000
    SHERIDAN COUNTY LIBRARY SYSTEM
    SHERIDAN COUNTY
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 25,000
    Total .................................bullet 3a 446,905
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 175,583  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 70,748  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   246,331  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13246,331
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 6,955 3,478   3,477

    TY 2011 CompensationExplanation
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Person Name Explanation
    STEVE CARROLL  
    GEORGE FLETCHER  
    MIKE PILCH  
    VICTOR GARBER  
    PADDY BARD  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2011 DepreciationSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FULLY DEPRECIATED - SEE LIST 1998-01-01 24,832 24,832 200DB 7.0000        
    CHECK PRINTER 1999-07-26 567 567 200DB 7.0000        
    OFFICE CHAIR 2001-11-21 575 575 200DB 7.0000        
    COMPUTER & MONITOR 2002-11-01 2,813 2,813 200DB 5.0000        
    VACUUM CLEANER 2004-12-28 292 277 200DB 7.0000 15      
    COPY MACHINE 2006-07-31 1,864 1,448 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 3,522 2,036 S/L 31.5000 112      
    DRAPES 1992-10-31 2,694 1,557 S/L 31.5000 86      
    PAINTING & DRAPES 1992-11-30 2,664 1,533 S/L 31.5000 84      
    ARTWORK - SEE LIST 1994-09-30 3,772              
    DELL OPTIPLEX DESKTOP 2008-01-28 1,645 1,171 200DB 5.0000 190      
    SCANNER 2009-04-08 767 399 200DB 5.0000 147      

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIRST INTERSTATE TRUST AGENCY ACCT    
    12177.447-VANGUARD GNMA FUND 36 134,804 134,804
    100000-CREDIT SUISSE FB USA INC    
    50000-HEWLETT PACKARD CO 5 50,328 50,328
    50000-TARGET CORP 5 50,420 50,420
    100000-HSBC FINANCE CORPORATION 102,115 102,115
    50000-PACCAR INC 56,015 56,015
    10172.94-VANGUARD SHORT-TERM INVESTM 108,240 108,240
    43903.36-VANGUARD HIGH YIELD CORPORA 249,810 249,810
    15389.891-VANGUARD INTERMEDIATE TERM 153,745 153,745
    7656.968-OPPENHEIMER INTERNATIONAL B 47,473 47,473
    3668.379-TEMPLETON GLOBAL BOND FUND 45,378 45,378

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIRST INTERSTATE TRUST AGENCY ACCT    
    1109-ABBOTT LABORATORIES 62,359 62,359
    414-AIR PRODUCTS & CHEMICALS 35,269 35,269
    500-APACHE CORPORATION    
    232-APPLE COMPUTER INC 93,960 93,960
    668-CATERPILLAR INC 60,521 60,521
    707-CHEVRON CORP 75,225 75,225
    2932-CISCO SYSTEMS INC 53,011 53,011
    612-CONOCOPHILLIPS 44,596 44,596
    585-COSTCO WHOLESALE CORPORATION 48,742 48,742
    1114-DANAHER CORPORATION    
    573-DEERE & COMPANY 44,322 44,322
    1251-DISNEY WALT CO HOLDINGS 46,913 46,913
    2581-EMC CORPORATION 55,595 55,595
    1012-EMERSON ELECTRIC COMPANY 47,149 47,149
    1113-EXXON MOBIL CORPORATION 94,338 94,338
    2098-GENERAL ELECTRIC COMPANY 37,575 37,575
    775-ILLINOIS TOOL WORKS INC 36,200 36,200
    1394-INTEL CORPORATION 33,804 33,804
    711-JOHNSON & JOHNSON 46,627 46,627
    1270-JOHNSON CONTROLS INC 39,700 39,700
    1410-JP MORGAN CHASE & COMPANY 46,883 46,883
    982-KRAFT FOODS INC 36,688 36,688
    634-MCDONALDS CORPORATION 63,609 63,609
    789-NORTHERN TRUST CORPORATION 31,292 31,292
    1844-ORACLE CORPORATION 47,299 47,299
    606-PHILIP MORRIS INTERNATIONAL 47,559 47,559
    885-QUALCOMM INC 48,409 48,409
    933-SCHLUMBERGER LIMITED 63,733 63,733
    1088-TARGET CORPORATION 55,727 55,727
    326-TIFFANY & CO 21,601 21,601
    1243-U S BANCORP DEL 33,623 33,623
    731-UNITEDHEALTH GROUP INC 37,047 37,047
    615-UNITED TECHNOLOGIES CORPORATION    
    1742-VERIZON COMMUNICATIONS 69,889 69,889
    585-WAL-MART STORES INC    
    1300-WASTE MANAGEMENT INC 42,523 42,523
    796-TEVA PHARMACEUTICAL INDUSTRIES 32,127 32,127
    4189.271-VANGUARD 500 INDEX FUND 400,704 400,704
    13859.50-LKCM SMALL CAP EQ INSTITUTI 311,146 311,146
    7367.434-MORGAN STANLEY INST MID CAP 234,063 234,063
    4031.406-T ROWE PRICE MID CAP GROWTH 212,576 212,576
    3258.377-T ROWE PRICE MID CAP VALUE 69,697 69,697
    3461.139-VANGUARD INDEX TRUST    
    10782.90-AMERICAN EUROPACIFIC GROWTH 378,588 378,588
    6619.278-EATON VANCE TAX-MANAGED 273,111 273,111
    8974.784-HARBOR INTERNATIONAL FUND 470,727 470,727
    963-IPATH DJ- UBS COMMODITY INDEX 40,677 40,677
    2997-BANK AMERICA CORPORATION    
    456-BHP BILLITON LIMITED ADR 32,207 32,207
    925-EXELON CORPORATION 40,117 40,117
    1078-HEWLETT PACKARD COMPANY    
    222-INTERNATIONAL BUSINESS MACHINES 40,821 40,821
    1140-LOWES COS INC    
    877-METLIFE INC 27,345 27,345
    1155-PEABODY ENERGY CORPORATION 38,242 38,242
    667-PROCTER & GAMBLE COMPANY 44,496 44,496
    781-PEPSICO INC 51,819 51,819
    608-BERKSHIRE HATHAWAY INC CL B 46,390 46,390
    644-BEST BUY INC    
    1421-CITIGROUP INC 37,387 37,387
    781-DU PONT E I DE NEMOURS & COMPANY 35,754 35,754
    54-GOOGLE INC 34,879 34,879
    1203-MERCK & CO INC 45,353 45,353
    628-NEXTERA ENERGY INC 38,233 38,233

    TY 2011 InvestmentsOtherSchedule2
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ACCRUED DIVIDENDS RECEIVABLE FMV 2,658 2,658

    TY 2011 LandEtcSchedule2
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT AND FIXTURES 46,743 38,559 8,184 15,000


    TY 2011 LegalFeesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      3,964      


    TY 2011 OtherAssetsSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MINERAL INTERESTS 2 2 2


    TY 2011 OtherDecreasesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Description Amount
    UNREALIZED DEPRECIATION OF INVESTMENTS 432,579


    TY 2011 OtherExpensesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK CHARGES 183 91   92
    INSURANCE 2,209 1,105   1,104
    OFFICE SUPPLIES 3,710 742   2,968
    POSTAGE AND DELIVERY 884 177   707
    TELEPHONE 1,380 276   1,104
    WORKERS COMPENSATION 560     560


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    TY 2011 OtherNotesLoansRcvblLongSch
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    STUDENT LOANS NONE   2,799,338       0 %   EDUCATIONAL PURPOSES   2,799,338

    TY 2011 OtherProfessionalFeesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 38,013 38,013    
    DENTAL HYGENISTS - FLOURIDE RINS 25,969     25,969


    TY 2011 TaxesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 2,588      
    CALIFORNIA FILING FEES 60 60    
    FOREIGN TAXES 112 112