Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
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 or province, country, and ZIP or foreign postal code
SHERIDAN, WY82801
A Employer identification number

83-0138740
B Telephone number (see instructions)

(307) 674-8871
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,020,413J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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...... 168,145 168,145  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 369,902
b Gross sales price for all assets on line 6a 1,915,720
7 Capital gain net income (from Part IV, line 2)... 369,902
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........ 538,047 538,047  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 1,500   10,500
14 Other employee salaries and wages...... 45,255     45,255
15 Pension plans, employee benefits....... 3,305     3,305
16a Legal fees (attach schedule)......... Click to see attachment 3,867 3,288   579
b Accounting fees (attach schedule)....... Click to see attachment 5,854 2,927   2,927
c Other professional fees (attach schedule).... Click to see attachment 70,374 39,549   30,825
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 10,119 467    
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,898 1,898  
20 Occupancy.............. 8,060 1,612   6,448
21 Travel, conferences, and meetings....... 1,753 351   1,402
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 16,207 3,853   12,354
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 178,692 55,445   113,595
25 Contributions, gifts, grants paid........ 316,124 316,124
26 Total expenses and disbursements. Add lines 24 and 25 494,816 55,445   429,719
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 43,231
b Net investment income (if negative, enter -0-) 482,602
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 49 49 49
2 Savings and temporary cash investments.......... 122,282 290,980 290,980
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet2,294,959
Less: allowance for doubtful accounts bullet   2,575,454 Click to see attachment2,294,959 2,294,959
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........   2,350 2,350
10a Investments—U.S. and state government obligations (attach schedule) 486,459 197,287 197,287
b Investments—corporate stock (attach schedule)........ 5,266,778 Click to see attachment5,933,516 5,933,516
c Investments—corporate bonds (attach schedule)........ 932,703 Click to see attachment1,272,805 1,272,805
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 28,464 Click to see attachment2,717 2,717
14 Land, buildings, and equipment: basis bullet47,951
Less: accumulated depreciation (attach schedule) bullet38,557 10,129 Click to see attachment9,394 15,000
15 Other assets (describe bullet) Click to see attachment2 Click to see attachment752 Click to see attachment10,750
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,422,320 10,004,809 10,020,413
Liabilities 17 Accounts payable and accrued expenses.......... 6,474 5,681
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).......... 6,474 5,681
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 8,796,547 9,379,829
30 Total net assets or fund balances (see page 17 of the
instructions).................... 9,415,846 9,999,128
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 9,422,320 10,004,809
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 9,415,846
2 Enter amount from Part I, line 27a..................... 2 43,231
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 540,051
4 Add lines 1, 2, and 3.......................... 4 9,999,128
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 9,999,128
Form 990-PF (2013)
Form 990-PF (2013)
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 43-ABBOTT LABORATORIES P 2012-12-20 2013-01-29
b 71-JOHNSON CONTROLS INC P 2012-12-20 2013-11-20
c 250-ABBVIE INC P 2002-05-22 2013-02-05
d 110-DEERE & COMPANY P 2011-07-11 2013-04-11
e 100000-HSBC FINANCE CORPORATION P 2005-12-14 2013-07-15
4697.479-MRGN STNLY INST MID CAP GRW P 2006-11-03 2013-04-15
239-U S BANCORP DEL P 2007-04-20 2013-04-11
43-ABBVIE INC P 2012-12-20 2013-02-05
87-MCKESSON CORPORATION P 2012-09-13 2013-04-11
150-ABBVIE INC P 2002-06-26 2013-02-05
148-DISNEY WALT CO HOLDINGS P 2008-11-12 2013-04-11
3998-HUNTINGTON BANCSHARES INC P 2012-02-28 2013-08-28
612-NEXTERA ENERGY INC P 2009-02-12 2013-01-22
165-UNITEDHEALTH GROUP INC P 2011-05-19 2013-04-11
64-APACHE CORPORATION P 2012-08-20 2013-04-11
178-MICROSOFT CORPORATION P 2012-10-17 2013-04-11
74-ABBVIE INC P 2009-06-09 2013-02-05
122-DU PONT E I DE NEMOURS & COMPANY P 2010-10-19 2013-04-11
738-HUNTINGTON BANCSHARES INC P 2012-02-28 2013-04-11
16-NEXTERA ENERGY INC P 2009-06-09 2013-01-22
50000-US TREASURY NOTES P 2007-06-20 2013-11-15
149-BB&T CORPORATION P 2012-04-12 2013-04-11
82-NATIONAL OILWELL VARCO INC P 2013-01-29 2013-04-11
35-APPLE COMPUTER INC P 2007-11-01 2013-04-11
494-EMC CORPORATION P 2006-01-17 2013-04-11
120-ILLINOIS TOOL WORKS INC P 2001-08-30 2013-04-11
121-NORTHERN TRUST CORPORATION P 2007-11-01 2013-04-11
191.95-VANGUARD 500 INDEX FUND - SIG P 2009-06-09 2013-04-15
246-BRISTOL MYERS SQUIBB COMPANY P 2013-02-05 2013-04-11
42-NEXTERA ENERGY INC P 2012-12-20 2013-01-22
191-BAKER HUGHES INC P 2012-03-05 2013-04-11
154-EMERSON ELECTRIC COMPANY P 2007-11-01 2013-04-11
241-INTEL CORPORATION P 2009-06-09 2013-04-11
1567-ORACLE CORPORATION P 2007-11-01 2013-08-23
3034.857-VANGUARD INFLATION-PROTECTE P 2007-12-03 2013-04-15
255-CELGENE CORP P 2012-12-11 2013-07-19
102-ORACLE CORPORATION P 2012-12-20 2013-08-23
94-BERKSHIRE HATHAWAY INC - CL B P 2010-02-17 2013-04-11
537-EXELON CORPORATION P 2009-02-12 2013-01-22
55-INTERNATIONAL BUSINESS MACHINES C P 2009-06-09 2013-04-11
277-ORACLE CORPORATION P 2007-11-01 2013-04-11
2169.709-VANGUARD INFLATION-PROTECTE P 2009-02-13 2013-04-15
92-CELGENE CORP P 2012-12-11 2013-04-11
197-ROCHE HOLDINGS LTD SPONS ADR P 2012-12-11 2013-04-11
236-BERKSHIRE HATHAWAY INC - CL B P 2010-02-17 2013-08-29
9-EXELON CORPORATION P 2009-06-09 2013-01-22
167-INTERNATIONAL BUSINESS MACHINES P 2009-06-09 2013-08-23
119-PEPSICO INC P 2000-11-22 2013-04-11
498.722-VANGUARD INFLATION-PROTECTED P 2009-06-09 2013-04-15
38-EXELON CORPORATION P 2012-09-27 2013-04-11
1200.416-T ROWE PRICE MID CAP VALUE P 2013-04-15 2013-09-09
112-BHP BILLITON LIMITED ADR P 2008-06-11 2013-04-11
287-EXELON CORPORATION P 2011-10-05 2013-01-22
1074-JOHNSON CONTROLS INC P 2011-07-28 2013-11-20
95-PHILIP MORRIS INTERNATIONAL P 2011-09-26 2013-04-11
1632.428-VANGUARD INFLATION-PROTECTE P 2009-06-09 2013-09-09
925-FORD MOTOR COMPANY P 2012-07-05 2013-04-11
47-TEVA PHARMACEUTICAL INDUSTRIES LI P 2012-12-20 2013-02-05
93-CATERPILLAR INC P 2009-06-09 2013-04-11
92-EXELON CORPORATION P 2011-10-05 2013-04-11
196-JOHNSON CONTROLS INC P 2011-07-28 2013-04-11
162-PROCTER & GAMBLE COMPANY P 2003-07-10 2013-04-11
505.983-VANGUARD INFLATION-PROTECTED P 2009-09-14 2013-09-09
962-FREEPORT MCMORAN COPPER & GOLD C P 2013-01-22 2013-12-17
2644.426-VANGUARD S/T INFL PROT-ADM P 2013-04-15 2013-09-09
69-CHEVRON CORP P 2000-02-25 2013-04-11
144-EXXON MOBIL CORPORATION P 1998-09-04 2013-04-11
368-JP MORGAN CHASE & COMPANY P 2007-08-01 2013-04-11
132-QUALCOMM INC P 2005-02-15 2013-04-11
DELL INC. SECURITIES LITIGATION P 2012-02-05 2013-02-06
169-FREEPORT MCMORAN COPPER & GOLD C P 2013-01-22 2013-04-11
237-ABBOTT LABORATORIES P 2001-12-03 2013-01-29
296-CHEVRON CORP P 2000-02-25 2013-01-29
75000-FED HOME LOAN BANK NOTES 5 P 2007-06-20 2013-06-14
829.037-LKCM SMALL CAP EQ INSTITUTIO P 2006-05-31 2013-04-15
142-SCHLUMBERGER LIMITED P 2007-11-01 2013-04-11
105-GILEAD SCIENCES INC. P 2012-05-04 2013-04-11
250-ABBOTT LABORATORIES P 2002-05-22 2013-01-29
450-CISCO SYSTEMS INC P 2001-06-12 2013-04-11
2507-FORD MOTOR COMPANY P 2012-07-05 2013-07-19
2845.677-LKCM SMALL CAP EQ INSTITUTI P 2006-05-31 2013-09-09
110-TARGET CORPORATION P 2002-04-02 2013-04-11
276-HUNTINGTON BANCSHARES INC P 2012-12-20 2013-08-28
150-ABBOTT LABORATORIES P 2002-06-26 2013-01-29
282-CITIGROUP INC P 2010-04-09 2013-04-11
222-GENERAL ELECTRIC COMPANY P 2004-01-05 2013-04-11
122-MCDONALDS CORPORATION P 2008-02-14 2013-04-11
256-TEVA PHARMACEUTICAL INDUSTRIES L P 2009-02-18 2013-02-05
109-INTERNATIONAL BUSINESS MACHINES P 2012-09-13 2013-08-23
74-ABBOTT LABORATORIES P 2009-06-09 2013-01-29
37-COSTCO WHOLESALE CORPORATION P 2003-08-22 2013-04-11
104-GENERAL ELECTRIC COMPANY P 2005-03-02 2013-04-11
241-MONDELEZ INTERNATIONAL INC P 2008-10-02 2013-04-11
176-TEVA PHARMACEUTICAL INDUSTRIES L P 2009-06-09 2013-02-05
20-INTERNATIONAL BUSINESS MACHINES C P 2012-12-20 2013-08-23
237-ABBVIE INC P 2001-12-03 2013-02-05
17-COSTCO WHOLESALE CORPORATION P 2003-09-11 2013-04-11
10466.989-HARBOR COMMODITY REAL RETU P 2012-02-13 2013-09-09
906.453-MRGN STNLY INST MID CAP GRWT P 2006-11-03 2013-09-09
364-TEVA PHARMACEUTICAL INDUSTRIES L P 2010-07-07 2013-02-05
(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 1,429   1,349 80
b 3,452   2,126 1,326
c 9,331   5,774 3,557
d 9,615   9,199 416
e 100,000   96,947 3,053
167,700   118,658 49,042
8,169   8,244 -75
1,605   1,463 142
9,464   7,650 1,814
5,598   2,723 2,875
8,935   3,052 5,883
32,762   24,028 8,734
43,901   30,371 13,530
10,362   8,358 2,004
4,889   5,721 -832
5,107   5,270 -163
2,762   1,717 1,045
6,116   5,610 506
5,465   4,435 1,030
1,148   879 269
50,000   47,863 2,137
4,635   4,635  
5,752   6,055 -303
15,184   6,616 8,568
11,310   6,662 4,648
7,612   3,690 3,922
6,779   8,768 -1,989
22,700   13,830 8,870
10,136   9,091 1,045
3,013   2,961 52
8,918   9,178 -260
8,707   7,982 725
5,228   3,972 1,256
50,231   34,382 15,849
86,736   75,303 11,433
34,515   21,109 13,406
3,270   3,478 -208
10,009   7,164 2,845
16,285   28,655 -12,370
11,687   5,976 5,711
9,315   6,078 3,237
62,010   50,000 12,010
11,261   7,616 3,645
12,003   10,001 2,002
26,473   17,987 8,486
273   432 -159
30,865   18,147 12,718
9,497   5,276 4,221
14,253   11,748 2,505
1,370   1,362 8
34,500   31,367 3,133
7,834   9,067 -1,233
8,704   11,648 -2,944
52,215   40,941 11,274
9,060   6,112 2,948
41,986   38,452 3,534
12,455   8,889 3,566
1,779   1,795 -16
7,968   3,570 4,398
3,318   3,734 -416
6,646   7,471 -825
12,922   5,370 7,552
13,014   12,366 648
33,298   34,099 -801
65,000   66,621 -1,621
8,338   2,464 5,874
12,821   4,612 8,209
18,116   16,105 2,011
8,843   4,888 3,955
28     28
5,518   5,990 -472
7,880   5,939 1,941
34,634   10,571 24,063
75,000   74,849 151
19,300   19,217 83
10,935   13,950 -3,015
5,403   2,664 2,739
8,312   5,325 2,987
9,673   8,899 774
41,842   24,092 17,750
78,000   65,963 12,037
7,614   4,653 2,961
2,262   1,775 487
4,988   2,511 2,477
12,639   12,916 -277
5,222   6,986 -1,764
12,425   6,816 5,609
9,692   11,795 -2,103
20,145   22,500 -2,355
2,460   1,583 877
3,917   1,152 2,765
2,446   3,724 -1,278
7,318   5,290 2,028
6,663   8,470 -1,807
3,696   3,883 -187
8,846   6,441 2,405
1,800   543 1,257
65,000   75,886 -10,886
37,500   22,897 14,603
13,781   19,376 -5,595
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       80
b       1,326
c       3,557
d       416
e       3,053
      49,042
      -75
      142
      1,814
      2,875
      5,883
      8,734
      13,530
      2,004
      -832
      -163
      1,045
      506
      1,030
      269
      2,137
       
      -303
      8,568
      4,648
      3,922
      -1,989
      8,870
      1,045
      52
      -260
      725
      1,256
      15,849
      11,433
      13,406
      -208
      2,845
      -12,370
      5,711
      3,237
      12,010
      3,645
      2,002
      8,486
      -159
      12,718
      4,221
      2,505
      8
      3,133
      -1,233
      -2,944
      11,274
      2,948
      3,534
      3,566
      -16
      4,398
      -416
      -825
      7,552
      648
      -801
      -1,621
      5,874
      8,209
      2,011
      3,955
      28
      -472
      1,941
      24,063
      151
      83
      -3,015
      2,739
      2,987
      774
      17,750
      12,037
      2,961
      487
      2,477
      -277
      -1,764
      5,609
      -2,103
      -2,355
      877
      2,765
      -1,278
      2,028
      -1,807
      -187
      2,405
      1,257
      -10,886
      14,603
      -5,595
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 2 369,902
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 instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 26,487
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))
2012 1,008,852 6,959,754 0.144955
2011 824,513 7,014,468 0.117545
2010 524,586 6,537,586 0.080242
2009 612,693 5,862,427 0.104512
2008 597,543 6,591,969 0.090647
2 Total of line 1, column (d) ...................... 2 0.537901
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 0.107580
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,176,217
5 Multiply line 4 by line 3....................... 5 772,017
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,826
7 Add lines 5 and 6......................... 7 776,843
8 Enter qualifying distributions from Part XII, line 4.............. 8 554,119
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.
Form 990-PF (2013)
Form 990-PF (2013)
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 9,652
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 9,652
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 9,652
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 5,760
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 5,760
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 3,892
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 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 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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See 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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 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 2013 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 2013.)....................
    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 2013?
    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 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 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 (2013)
    Form 990-PF (2013)
    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 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 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 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 71 CHILDREN 134,924
    2 SCHOOL DENTAL FLOURIDE PROGRAM - PROVIDING ORAL FLOURIDE TREATMENTS TO ALL ELEMENTARY SCHOOL STUDENTS OF SHERIDAN COUNTY SCHOOL DISTRICT 2. 30,825
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 38 STUDENTS 124,400
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet124,400
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    358,811
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    9,652
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,652
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    349,159
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    404,895
    5
    Add lines 3 and 4............................
    5
    754,054
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    754,054
    Part XII
    Qualifying Distributions (see 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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
     
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 754,054
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 519,180
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 554,119
    a Applied to 2012, but not more than line 2a 519,180
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 34,939
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (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 instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		719,115
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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 or e-mail address 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 (2013)
    Form 990-PF (2013)
    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
    71 CHILDREN WITH
    FINANCIAL NEED
    SHERIDAN COUNTY,WY82801     		NONE INDIVIDUAL MEDICAL & DENTAL EXPENSES 134,924
    SHERIDAN COLLEGE FOUNDATION
    PO BOX 6328
    SHERIDAN,WY82801     		NONE EXEMPT ORG. CAREER TECH, OPERATING SUPPORT 57,600
    VOLUNTEERS OF AMERICA
    1876 SOUTH SHERIDAN AVE
    SHERIDAN,WY82801     		NONE EXEMPT ORG. CAMP POSTCARD & CHILD EMPOWER FD 19,000
    N WY SCOTTISH RITE LANGUAGE CLINIC
    PO BOX R
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 10,000
    PEOPLE ASSISTANCE MANAGMENT INC
    2560 N MAIN STREET
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 8,000
    BIG HORN EDUCATION FUND
    PO BOX 615
    BIG HORN,WY82833     		NONE EXEMPT ORG. SUPPORT OPERATIONS 10,000
    CENTER FOR A VITAL COMMUNITY
    PO BOX 1500
    SHERIDAN,WY82801     		NONE EXEMPT ORG. GRANT - THE FOOD GROUP 10,000
    CHAPS
    PMB 201 1590 SUGARLAND
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 15,000
    CHILD DEVELOPMENT CENTER
    345 S LINDEN AVENUE
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS & EQUIPMENT 1,750
    CHILDREN'S CENTER
    863 HIGHLAND AVENUE
    SHERIDAN,WY82801     		NONE EXEMPT ORG. NEW EQUIPMENT 2,900
    JOEY'S FLYFISHING FOUNDATION INC
    109 S MAIN STREET STE B
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 10,000
    RAISING READERS IN WYOMING
    6 MAXINE PLACE
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 8,000
    SHERIDAN COUNTY LIBRARY FDN
    335 W ALGER ST
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 5,000
    SHERIDAN COUNTY YMCA
    417 N JEFFERSON
    SHERIDAN,WY82801     		NONE EXEMPT ORG. READING & RIDING PROJECT 5,000
    TONGUE RIVER CHILD'S PLACE
    PO BOX 232
    RANCHESTER,WY82839     		NONE EXEMPT ORG. HEADSTART ACCREDIDATION GOAL 5,000
    WYO THEATRESHERIDAN COLLEGE CAMP
    42 NORTH MAIN STREET
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 10,000
    Total .................................bullet 3a 312,174
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 168,145  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 369,902  
    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)..   538,047  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13538,047
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 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 5,854 2,927   2,927

    TY 2013 CompensationExplanation
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Person Name Explanation
    STEVE CARROLL  
    GEORGE FLETCHER  
    MIKE PILCH  
    VICTOR GARBER  
    PADDY BARD  

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    TY 2013 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 2004-12-28 292 292 200DB 7.0000        
    COPY MACHINE 2006-07-31 1,864 1,781 200DB 7.0000 83 83    
    SCANNER 2006-10-18 400 382 200DB 7.0000 18 18    
    WIRING 1992-10-31 336 215 S/L 31.5000 11 11    
    CARPET 1992-10-31 3,522 2,260 S/L 31.5000 112 112    
    DRAPES 1992-10-31 2,694 1,728 S/L 31.5000 86 86    
    PAINTING & DRAPES 1992-11-30 2,664 1,702 S/L 31.5000 85 85    
    ARTWORK - SEE LIST 1994-09-30 3,772              
    DELL OPTIPLEX DESKTOP 2008-01-28 1,645 1,550 200DB 5.0000 95 95    
    SCANNER 2009-04-08 767 634 200DB 5.0000 89 89    
    PRINTER/COPIER/FAX 2012-10-08 2,861 143 200DB 5.0000 1,087 1,087    
    COMPUTER - BUS TECH, INC. 2013-08-19 1,162   200DB 5.0000 232 232    

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    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    COMPUTER & MONITOR 2002-11 PURCHASE 2013-08     2,813       2,813

    TY 2013 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    
    100000-HSBC FINANCE CORPORATION    
    50000-PACCAR INC 50,363 50,363
    10244.53-VANGUARD SHORT-TERM INVESTM 109,617 109,617
    58284.63-VANGUARD HIGH YIELD CORPORA 351,456 351,456
    15389.891-VANGUARD INTERMEDIATE TERM 148,820 148,820
    41692.29-OPPENHEIMER INTERNATIONAL B 253,489 253,489
    19450.334-TEMPLETON GLOBAL BOND FUND 254,605 254,605
    96000-GOLDMAN SACHS GROUP INC 104,455 104,455

    TY 2013 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    
    754-ABBOTT LABORATORIES    
    814-AMERICAN EXPRESS COMPANY 73,854 73,854
    351-APACHE CORPORATION 30,165 30,165
    194-APPLE COMPUTER INC 108,838 108,838
    1111-BAKER HUGHES INC 61,394 61,394
    846-BB&T CORPORATION 31,573 31,573
    313-BERKSHIRE HATHAWAY INC CL B 37,109 37,109
    1370-BRISTOL MYERS SQUIBB COMPANY 72,815 72,815
    520-CATERPILLAR INC 47,221 47,221
    280-CELGENE CORP 47,311 47,311
    383-CHEVRON CORP 47,841 47,841
    2653-CISCO SYSTEMS INC 59,507 59,507
    1662-CITIGROUP INC 86,607 86,607
    303-COSTCO WHOLESALE CORPORATION 36,063 36,063
    612-DEERE & COMPANY 55,894 55,894
    847-DISNEY WALT CO HOLDINGS 64,711 64,711
    705-DU PONT EI DE NEMOURS & COMPANY 45,804 45,804
    2697-EMC CORPORATION 67,830 67,830
    915-EMERSON ELECTRIC COMPANY 64,215 64,215
    722-EXELON CORPORATION 19,776 19,776
    795-EXXON MOBIL CORPORATION 80,454 80,454
    2926-FORD MOTOR COMPANY 45,148 45,148
    3166-GENERAL ELECTRIC COMPANY 88,743 88,743
    615-GILEAD SCIENCES INC. 46,187 46,187
    5012-HUNTINGTON BANCSHARES INC    
    699-ILLINOIS TOOL WORKS INC 58,772 58,772
    1431-INTEL CORPORATION 37,142 37,142
    568-JACOBS ENGINEERING GROUP INC 35,778 35,778
    1341-JOHNSON CONTROLS INC    
    2013-JP MORGAN CHASE & COMPANY 117,720 117,720
    681-MCDONALDS CORPORATION 66,077 66,077
    471-MCKESSON CORPORATION 76,019 76,019
    2127-MICROSOFT CORPORATION 79,571 79,571
    1331-MONDELEZ INTERNATIONAL INC 46,984 46,984
    461-NATIONAL OILWELL VARCO INC 36,663 36,663
    712-NORTHERN TRUST CORPORATION 44,066 44,066
    1946-ORACLE CORPORATION    
    707-PEPSICO INC 58,639 58,639
    549-PHILIP MORRIS INTERNATIONAL 47,834 47,834
    567-PROCTER & GAMBLE COMPANY 46,159 46,159
    802-QUALCOMM INC 59,548 59,548
    844-SCHLUMBERGER LIMITED 76,053 76,053
    2153-SKYWORKS SOLUTIONS INC 61,490 61,490
    612-TARGET CORPORATION 38,721 38,721
    879-TERADATA CORP 39,986 39,986
    1380-U S BANCORP DEL 55,752 55,752
    343-UNION PACIFIC CORPORATION 57,624 57,624
    911-UNITEDHEALTH GROUP INC 68,598 68,598
    3508.119-VANGUARD 500 INDEX FUND 493,663 493,663
    10184.78-LKCM SMALL CAP EQ INSTITUTI 288,535 288,535
    3356.816-MORGAN STANLEY INST MID CAP 145,518 145,518
    4892.198-T ROWE PRICE MID CAP VALUE 147,011 147,011
    10300.39-AMERICAN EUROPACIFIC GROWTH 504,513 504,513
    8752.383-EATON VANCE TAX-MANAGED 427,029 427,029
    4189.91-HARBOR INTERNATIONAL FUND 297,525 297,525
    6761.302-OPPENHEIMER DEVELOPING MARK 253,954 253,954
    7595-VANGUARD EMERGING MARKETS ETF 312,458 312,458
    14394.019-HARBOR COMMODITY REAL RTN 85,212 85,212
    10476.19-PRINCIPAL GLOBAL REAL ESTAT 85,486 85,486
    15384.614-GS-INTERNATIONAL SML CAP 162,308 162,308
    7174.888-EATON VANCE FL RATE ADV 80,359 80,359
    638-BHP BILLITON LIMITED ADR 43,512 43,512
    1116-ROCHE HOLDINGS LTD SPONS 78,177 78,177
    843-TEVA PHARMACEUTICAL INDUSTRIES    
    351-INTERNATIONAL BUSINESS MACHINES    
    670-NEXTERA ENERGY INC    

    TY 2013 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 2,717 2,717

    TY 2013 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 47,951 38,557 9,394 15,000


    TY 2013 LegalFeesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 3,867 3,288   579


    TY 2013 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 10,000
    EMPLOYEE ADVANCE   750 750


    TY 2013 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        
    ADVERTISING & PROMOTION 3,000 600   2,400
    BANK CHARGES 214 107   107
    CONTINUING EDUCATION 1,320     1,320
    DUES & SUBSCRIPTIONS 735 147   588
    INSURANCE 3,080 1,540   1,540
    OFFICE SUPPLIES 5,247 1,049   4,198
    POSTAGE AND DELIVERY 612 122   490
    TELEPHONE 1,442 288   1,154
    WORKERS COMPENSATION 557     557


    TY 2013 OtherIncreasesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Description Amount
    UNREALIZED APPRECIATION OF INVESTMENTS 540,051


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    TY 2013 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   2,294,959       0 %   EDUCATIONAL PURPOSES    

    TY 2013 OtherProfessionalFeesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 39,549 39,549    
    DENTAL HYGENISTS - FLOURIDE RINS 30,825     30,825


    TY 2013 TaxesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN: 83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 9,652      
    CALIFORNIA FILING FEES 85 85    
    FOREIGN TAXES 382 382