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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,662,634J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 40,716
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 163,810 163,810  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 319,588
b Gross sales price for all assets on line 6a 2,797,103
7 Capital gain net income (from Part IV, line 2)... 319,588
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)....... Click to see attachment 4,004 4,004  
12 Total. Add lines 1 through 11........ 528,118 487,402  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 1,500   10,500
14 Other employee salaries and wages...... 46,591     46,591
15 Pension plans, employee benefits....... 3,383     3,383
16a Legal fees (attach schedule)......... Click to see attachment 5,700 663   5,037
b Accounting fees (attach schedule)....... Click to see attachment 4,410 882   3,528
c Other professional fees (attach schedule).... Click to see attachment 95,311 35,450   59,861
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,249 502    
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,418 1,418  
20 Occupancy.............. 8,175 1,635   6,540
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 36,115 8,020   28,095
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 222,352 50,070   163,535
25 Contributions, gifts, grants paid....... 149,513 149,513
26 Total expenses and disbursements. Add lines 24 and 25 371,865 50,070   313,048
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 156,253
b Net investment income (if negative, enter -0-) 437,332
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 6,050 23,169 23,169
2 Savings and temporary cash investments......... 382,632 295,494 295,494
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) bullet1,287,686
Less: allowance for doubtful accounts bullet   1,464,061 Click to see attachment1,287,686 1,287,686
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 6,075    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,209,144 Click to see attachment5,015,252 5,015,252
c Investments—corporate bonds (attach schedule)....... 2,286,991 Click to see attachment1,024,638 1,024,638
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,733 Click to see attachment1,395 1,395
14 Land, buildings, and equipment: basis bullet57,151
Less: accumulated depreciation (attach schedule) bullet50,234 8,336 Click to see attachment6,917 10,000
15 Other assets (describe bullet) Click to see attachment2 Click to see attachment1 Click to see attachment5,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,365,024 7,654,552 7,662,634
Liabilities 17 Accounts payable and accrued expenses.......... 7,590 2,288
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)......... 7,590 2,288
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 7,738,135 7,032,965
30 Total net assets or fund balances (see instructions)..... 8,357,434 7,652,264
31 Total liabilities and net assets/fund balances (see instructions). 8,365,024 7,654,552
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
8,357,434
2
Enter amount from Part I, line 27a .....................
2
156,253
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,513,687
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
861,423
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,652,264
Form 990-PF (2018)
Form 990-PF (2018)
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 CALIFORNIA MINERAL RIGHTS P 1992-04-01 2018-09-05
b 1908.397-VANGUARD SHORT-TERM FEDERAL P 2017-03-22 2018-05-23
c 99-QUALCOMM INC P 2016-03-11 2018-08-13
d 735.236-HARBOR INTERNATIONAL FUND P 2014-09-24 2018-01-05
e 81-UNION PACIFIC CORP P 2013-11-20 2018-06-08
100-ROCHE HOLDINGS AG SPN ADR EACH R P 2012-12-20 2018-04-03
4630.29-VANGUARD HIGH-YIELD CORPORAT P 2012-02-13 2018-02-27
264-CONSUMER STAPLES SELECT SECTOR S P 2018-05-11 2018-11-01
3516.98-EATON VANCE FLOATING-RATE AD P 2017-06-27 2018-11-05
549.468-HARBOR INTERNATIONAL FUND P 2016-01-19 2018-01-05
3756.098-EATON VANCE FLOATING-RATE A P 2014-08-22 2018-11-05
4558.854-VANGUARD SHORT-TERM INVESTM P 2013-09-09 2018-01-16
20-COSTCO WHOLESALE CORP P 2012-12-20 2018-05-11
2093.254-VANGUARD HIGH-YIELD CORPORA P 2012-02-13 2018-05-17
222.51-FIDELITY INTERNATIONAL INDEX P 2018-02-27 2018-11-02
950.57-DFA GLOBAL REAL ESTATE SECURI P 2017-04-13 2018-05-23
229-FORD MOTOR CO P 2016-01-19 2018-03-16
180-CELGENE CORP P 2014-04-15 2018-08-13
140.394-VANGUARD SHORT-TERM INVESTME P 2013-09-09 2018-02-06
70-CELGENE CORP P 2012-12-20 2018-08-13
69-JPMORGAN CHASE & CO P 2012-02-08 2018-02-27
1991.591-FIDELITY INTERNATIONAL INDE P 2018-01-16 2018-11-02
1680.672-VANGUARD SHORT-TERM INVESTM P 2017-08-25 2018-11-06
67-APACHE CORP P 2016-01-19 2018-04-03
5022.422-EATON VANCE FLOATING-RATE A P 2014-04-09 2018-11-05
2203.22-EATON VANCE FLOATING-RATE AD P 2013-09-09 2018-02-27
49-QUALCOMM INC P 2012-12-20 2018-08-13
5-JPMORGAN CHASE & CO P 2012-02-08 2018-03-16
4574.681-FIDELITY INTERNATIONAL INDE P 2018-01-08 2018-11-02
3210.273-DFA COMMODITY STRATEGY PORT P 2017-02-22 2018-05-23
220-CITIGROUP INC P 2016-01-19 2018-11-01
20-APPLE INC P 2014-03-28 2018-02-27
36-SKYWORKS SOLUTIONS INC P 2013-08-23 2018-02-27
105-CITIGROUP INC P 2012-12-20 2018-11-01
156-CISCO SYSTEMS INC P 2011-01-06 2018-05-11
523.923-VANGUARD SHORT-TERM INVESTME P 2017-12-28 2018-11-06
183-WELLS FARGO & CO P 2016-10-27 2018-02-27
189-APACHE CORP P 2015-09-14 2018-04-03
73-APPLE INC P 2014-03-28 2018-11-01
4558.854-VANGUARD SHORT-TERM INVESTM P 2013-08-21 2018-02-06
59-ROCHE HOLDINGS AG SPN ADR EACH RE P 2012-12-12 2018-04-03
5122.951-VANGUARD INTERMEDIATE-TERM P 2010-03-30 2018-01-16
1674.249-DFA INFLATION PROTECTED SEC P 2017-11-17 2018-02-27
292-WELLS FARGO & CO P 2016-10-27 2018-03-27
293-EXELON CORP P 2015-03-31 2018-11-30
36-APPLE INC P 2014-03-28 2018-11-02
43-MICROSOFT CORP P 2013-08-15 2018-02-27
78-CELGENE CORP P 2012-12-11 2018-08-13
5322.778-VANGUARD INTERMEDIATE-TERM P 2010-02-10 2018-01-16
2512.939-VANGUARD SHORT-TERM INVESTM P 2017-03-22 2018-02-06
293-WELLS FARGO & CO P 2016-10-27 2018-03-27
100000-FLUOR CORP 3.375% 15 SEP 2021 P 2015-02-24 2018-09-24
50000-CITIGROUP INC 2.5% 26 SEP 2018 P 2014-02-18 2018-09-26
6688.963-VANGUARD HIGH-YIELD CORPORA P 2013-07-16 2018-05-17
8-UNITEDHEALTH GROUP INC P 2012-09-27 2018-02-27
235-QUALCOMM INC P 2007-11-01 2018-08-13
5203.002-VANGUARD SHORT-TERM FEDERAL P 2017-03-22 2018-02-06
97-LOWE'S COS INC P 2016-10-19 2018-02-27
50000-BNP PARIBAS / BNP PARIBAS US M P 2015-02-24 2018-12-12
1156.978-HARBOR INTERNATIONAL FUND P 2014-02-11 2018-01-05
471.568-HARBOR INTERNATIONAL FUND P 2013-04-15 2018-01-05
107-UNITEDHEALTH GROUP INC P 2012-09-27 2018-08-13
71-QUALCOMM INC P 2005-04-21 2018-02-27
2851.711-VANGUARD SHORT-TERM INVESTM P 2017-03-22 2018-02-26
65-NIKE INC P 2016-10-12 2018-02-27
114.307-VANGUARD EMERGING MARKETS ST P 2015-02-13 2018-02-27
216.404-DFA EMERGING MARKETS SMALL C P 2014-02-11 2018-02-27
4866.217-VANGUARD SHORT-TERM INVESTM P 2013-04-15 2018-01-16
7-MCKESSON CORP P 2012-09-13 2018-02-27
79-QUALCOMM INC P 2005-04-21 2018-08-13
1899.335-VANGUARD SHORT-TERM FEDERAL P 2017-03-22 2018-02-26
91-STARBUCKS CORP P 2016-04-18 2018-02-27
6164.14-VANGUARD HIGH-YIELD CORPORAT P 2015-02-13 2018-05-17
1274.596-EATON VANCE FLOATING-RATE A P 2014-02-11 2018-02-27
1758.968-TEMPLETON GLOBAL BOND FUND/ P 2013-04-15 2018-02-27
67-CITIGROUP INC P 2012-08-03 2018-02-27
42-CISCO SYSTEMS INC P 2005-03-02 2018-02-27
17056.43-VANGUARD SHORT-TERM INVESTM P 2017-03-22 2018-02-27
143-CELGENE CORP P 2016-04-18 2018-08-13
2006.981-VANGUARD HIGH-YIELD CORPORA P 2015-02-13 2018-05-23
2475.246-VANGUARD HIGH-YIELD CORPORA P 2014-02-11 2018-05-17
373.346-OPPENHEIMER DEVELOPING MARKE P 2013-04-15 2018-02-27
514-FORD MOTOR CO P 2012-08-03 2018-03-16
98-CISCO SYSTEMS INC P 2005-03-02 2018-05-11
9433.962-VANGUARD SHORT-TERM FEDERAL P 2017-03-14 2018-01-16
40.966-VANGUARD MID-CAP INDEX FUND P 2016-03-24 2018-02-27
1501-FORD MOTOR CO P 2014-10-20 2018-03-16
1004.566-EATON VANCE FLOATING-RATE A P 2014-02-11 2018-05-23
4866.217-VANGUARD SHORT-TERM INVESTM P 2013-03-27 2018-02-06
239-CITIGROUP INC P 2012-08-03 2018-11-01
114-COSTCO WHOLESALE CORP P 2003-09-11 2018-05-11
3766.902-VANGUARD SHORT-TERM FEDERAL P 2017-03-14 2018-02-06
482.88-VANGUARD MID-CAP INDEX FUND P 2016-03-24 2018-12-21
184-CITIGROUP INC P 2014-10-20 2018-11-01
3519.232-EATON VANCE FLOATING-RATE A P 2014-02-11 2018-11-05
886-ROCHE HOLDINGS AG SPN ADR EACH R P 2013-01-29 2018-04-03
138-JPMORGAN CHASE & CO P 2012-05-25 2018-03-16
16-PEPSICO INC P 2001-07-16 2018-02-27
2357.555-VANGUARD SHORT-TERM INVESTM P 2017-03-22 2018-11-06
706.105-VANGUARD MID-CAP INDEX FUND P 2016-03-24 2018-12-21
179-CITIGROUP INC P 2014-10-20 2018-11-01
11-UNION PACIFIC CORP P 2013-11-20 2018-02-27
346-FORD MOTOR CO P 2012-12-20 2018-03-16
1054.544-TEMPLETON GLOBAL BOND FUND/ P 2012-02-13 2018-02-27
LITIGATION PROCEEDS P 2017-07-04 2018-07-05
(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 120,000   1 119,999
b 20,019   20,420 -401
c 6,401   4,996 1,405
d 51,239   51,790 -551
e 11,570   6,437 5,133
2,804   2,538 266
26,948   27,087 -139
14,594   13,084 1,510
38,476   38,195 281
38,292   29,957 8,335
41,092   41,580 -488
48,324   48,324  
3,908   1,980 1,928
11,994   12,246 -252
9,708   9,708  
10,086   10,266 -180
2,551   2,798 -247
16,439   12,475 3,964
1,484   1,494 -10
6,393   2,804 3,589
8,196   2,644 5,552
90,000   90,000  
17,479   18,000 -521
2,532   2,383 149
54,945   56,000 -1,055
24,125   24,566 -441
3,168   3,000 168
581   192 389
203,024   203,024  
20,064   19,390 674
14,537   9,475 5,062
3,584   1,533 2,051
4,022   905 3,117
6,927   4,199 2,728
7,186   3,265 3,921
5,449   5,570 -121
10,984   8,566 2,418
7,143   7,575 -432
15,996   5,595 10,401
48,187   48,643 -456
1,655   1,496 159
49,641   50,000 -359
19,237   19,823 -586
15,293   13,668 1,625
13,446   9,791 3,655
7,451   2,759 4,692
4,090   1,366 2,724
7,124   3,229 3,895
51,578   51,844 -266
26,562   26,788 -226
15,328   13,715 1,613
100,657   103,986 -3,329
50,000   50,330 -330
38,328   40,000 -1,672
1,884   451 1,433
15,195   9,466 5,729
54,944   55,672 -728
9,409   6,741 2,668
50,000   50,705 -705
80,630   81,000 -370
32,864   29,699 3,165
27,863   6,030 21,833
4,724   2,328 2,396
30,029   30,399 -370
4,443   3,420 1,023
4,565   3,954 611
5,313   4,255 1,058
51,582   51,582  
1,068   616 452
5,108   2,590 2,518
20,019   20,323 -304
5,173   5,554 -381
35,321   37,170 -1,849
13,957   14,288 -331
20,949   23,256 -2,307
5,175   1,845 3,330
1,886   755 1,131
179,434   181,822 -2,388
13,060   15,403 -2,343
11,480   12,102 -622
14,183   15,000 -817
16,733   12,743 3,990
5,725   4,677 1,048
4,514   1,762 2,752
99,906   100,566 -660
7,929   6,029 1,900
16,719   21,229 -4,510
11,000   11,261 -261
51,436   52,798 -1,362
15,768   6,582 9,186
22,275   3,641 18,634
39,778   40,155 -377
79,772   71,070 8,702
12,139   9,301 2,838
38,500   39,451 -951
24,848   24,384 464
16,047   4,641 11,406
1,784   745 1,039
26,391   27,050 -659
116,649   103,924 12,725
11,828   9,048 2,780
1,503   874 629
3,854   4,053 -199
12,560   13,605 -1,045
56     56
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       119,999
b       -401
c       1,405
d       -551
e       5,133
      266
      -139
      1,510
      281
      8,335
      -488
       
      1,928
      -252
       
      -180
      -247
      3,964
      -10
      3,589
      5,552
       
      -521
      149
      -1,055
      -441
      168
      389
       
      674
      5,062
      2,051
      3,117
      2,728
      3,921
      -121
      2,418
      -432
      10,401
      -456
      159
      -359
      -586
      1,625
      3,655
      4,692
      2,724
      3,895
      -266
      -226
      1,613
      -3,329
      -330
      -1,672
      1,433
      5,729
      -728
      2,668
      -705
      -370
      3,165
      21,833
      2,396
      -370
      1,023
      611
      1,058
       
      452
      2,518
      -304
      -381
      -1,849
      -331
      -2,307
      3,330
      1,131
      -2,388
      -2,343
      -622
      -817
      3,990
      1,048
      2,752
      -660
      1,900
      -4,510
      -261
      -1,362
      9,186
      18,634
      -377
      8,702
      2,838
      -951
      464
      11,406
      1,039
      -659
      12,725
      2,780
      629
      -199
      -1,045
      56
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 2 319,588
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 -4,250
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 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))
2017 451,023 6,426,226 0.070185
2016 437,897 5,797,356 0.075534
2015 2,159,904 7,095,001 0.304426
2014 657,535 7,766,121 0.084667
2013 554,119 7,176,217 0.077216
2
Total of line 1, column (d) .....................
2
0.612028
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.122406
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
6,793,946
5
Multiply line 4 by line 3......................
5
831,620
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,373
7
Add lines 5 and 6........................
7
835,993
8
Enter qualifying distributions from Part XII, line 4,.............
8
448,337
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 8,747
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 8,747
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 8,747
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 7,920
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 7,920
8 Enter any penalty for underpayment of estimated tax. Check here 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 9 827
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 2019 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 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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 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 2018?.............
    1c
     
     
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 CARROLL SEC/TREAS
    5.00     		2,400 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    GEORGE FLETCHER TRUSTEE
    5.00     		2,400 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    MELISSA K WATT DDS TRUSTEE
    5.00     		2,400 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    DAVID GARBER VICE CHAIRMA
    5.00     		2,400 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    PADDY BARD CHAIRMAN
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 HEALTHY HABITS, HEALTHY KIDS PROGRAM 59,861
    2 MEDICAL EXPENSE ASSISTANCE TO 26 CHILDREN. 48,013
    3  
    4  
    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 37 STUDENTS 135,289
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet135,289
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    6,457,597
    b
    Average of monthly cash balances.......................
    1b
    360,964
    c
    Fair market value of all other assets (see instructions)................
    1c
    78,846
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,897,407
    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
    6,897,407
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    103,461
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,793,946
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    339,697
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    339,697
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    8,747
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,747
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    330,950
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    311,665
    5
    Add lines 3 and 4............................
    5
    642,615
    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
    642,615
    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
    313,048
    b
    Program-related investments—total from Part IX-B..................
    1b
    135,289
    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
    448,337
    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
    448,337
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 642,615
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 250,171
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 250,171
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 448,337
    a Applied to 2017, but not more than line 2a  
    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 2018 distributable amount..... 448,337
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 194,278 194,278
    (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 55,893
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		55,893
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 55,893
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    Page 11
    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
    26 CHILDREN WITH
    FINANCIAL NEED
    SHERIDAN COUNTY,WY82801     		NONE INDIVIDUAL MEDICAL & DENTAL EXPENSES 48,013
    SHERIDAN COLLEGE FOUNDATION
    PO BOX 6328
    SHERIDAN,WY82801     		NONE EXEMPT ORG. BUILDING FUND & SCHOLARSHIPS 39,000
    SHERIDAN SCHOOL DISTRICT 2
    201 N CONNOR ST 100
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 2,500
    VOLUNTEERS OF AMERICA
    1876 S SHERIDAN AVE
    SHERIDAN,WY82807     		NONE EXEMPT ORG. SUPPORT OPERATIONS 5,000
    PEOPLE ASSISTANCE MANAGEMENT INC
    PO BOX 312
    SHERIDAN,WY82801     		NONE EXEMPT ORG. HOLIDAY MEALS 5,000
    SHERIDAN COUNTY LIBRARY FOUNDATION
    335 W ALGER ST
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 2,500
    TONGUE RIVER CHILD'S PLACE
    84 DAYTON ST
    RANCHESTER,WY82839     		NONE EXEMPT ORG. SUPPORT OPERATIONS 1,500
    SHERIDAN COUNTY YMCA
    417 N JEFFERSOAN ST
    SHERIDAN,WY82801     		NONE EXEMPT ORG. GIVE YOUR HEART TO A CHILD CAMPAIGN 2,500
    SHERIDAN HEALTH CENTER
    PO BOX 682
    SHERIDAN,WY82801     		NONE EXEMPT ORG. COMMUNITY GRANT FOR YOUNG ADULTS 11,250
    SHERIDAN RECREATION DISTRICT
    PO BOX 6308
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SPONSORSHIP 1,000
    SHERIDAN SCHOOL DISTRICT 1
    PO BOX 395
    RANCHESTER,WY82839     		NONE EXEMPT ORG. TR DESTINATION IMAGINATION 3,000
    THE FOOD GROUP
    1 S TSCHIRGI
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 2,500
    BIG HORN EDUCATION FUND
    PO BOX 615
    BIG HORN,WY82833     		NONE EXEMPT ORG. SCHOLARSHIP SUPPORT 2,000
    HABITAT FOR HUMANITY
    PO BOX 6196
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 5,000
    JOEY'S FLY FISHING FOUNDATION
    109 S MAIN STE B
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 2,750
    RAISING READERS IN WYOMING
    475 S SPRUCE ST
    CASPER,WY82601     		NONE EXEMPT ORG. SHERIDAN COUNTY YOUTH 5,000
    SHERIDAN ARTISTS GUILD
    21 W BRUNDAGE ST
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 2,500
    SHERIDAN KIDS LIFE
    444 W ALGER
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 5,000
    SHERIDAN COUNTY MEMORIAL HOSPITAL
    PO BOX 391
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 1,000
    SHERIDAN ON SKATES
    475 E BRUNDAGE
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 2,500
    Total .................................bullet 3a 149,513
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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....     14 163,810  
    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.....     16 4,004  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 319,588  
    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)..   487,402  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    487,402
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    BF & ROSE H PERKINS FOUNDATION
     
    Employer identification number

    83-0138740
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    BF & ROSE H PERKINS FOUNDATION
          		Employer identification number
    83-0138740
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CHANDLER H KIBBEE AND MERCEDES K  
    PO BOX 2007
     
    SHERIDAN, WY82801

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    WYOMING COMMUNITY FOUNDATION  
    1472 N 5TH ST STE 201
     
    LARAMIE, WY82072

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    WK LOVE FOUNDATION  
    303 S MAIN ST
     
    SHERIDAN, WY82801

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    BF & ROSE H PERKINS FOUNDATION
          		Employer identification number

    83-0138740
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    BF & ROSE H PERKINS FOUNDATION
          		Employer identification number

    83-0138740
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 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 4,410 882   3,528

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

    TY 2018 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        
    VACUUM CLEANER 2004-12-28 292 292 200DB 7.0000        
    COPY MACHINE 2006-07-31 1,864 1,864 200DB 7.0000        
    SCANNER 2006-10-18 400 400 200DB 7.0000        
    WIRING 1992-10-31 336 269 S/L 31.5000 10 10    
    CARPET 1992-10-31 3,522 2,819 S/L 31.5000 112 112    
    DRAPES 1992-10-31 2,694 2,156 S/L 31.5000 85 85    
    PAINTING & DRAPES 1992-11-30 2,664 2,125 S/L 31.5000 84 84    
    ARTWORK - SEE LIST 1994-09-30 3,772              
    DELL OPTIPLEX DESKTOP 2008-01-28 1,645 1,645 200DB 5.0000        
    SCANNER 2009-04-08 767 767 200DB 5.0000        
    PRINTER/COPIER/FAX 2012-10-08 2,861 2,861 200DB 5.0000        
    COMPUTER - BUS TECH, INC. 2013-08-19 1,162 1,095 200DB 5.0000 67 67    
    CLOUD BASED SERVER 2015-04-06 9,200 6,550 200DB 5.0000 1,060 1,060    

    TY 2018 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    
    DFA INFLATION PROTECTED SECURITIES 111,321 111,321
    VANGUARD SHORT-TERM FEDERAL FUND 133,493 133,493
    ALLERGAN INC 3.375% 100,903 100,903
    BNP PARIBAS    
    CITIGROUP INC    
    FLUOR CORP 3.375%    
    HSBC USA INC 49,840 49,840
    JPMORGAN CHASE & CO 3.25% 100,091 100,091
    MORGAN STANLEY 50,525 50,525
    WELLS FARGO & CO. 3.45% 99,224 99,224
    VANGUARD INTERMEDIATE TERM 81,907 81,907
    VANGUARD SHORT-TERM INVESTM    
    EATON VANCE FL RATE ADV 49,783 49,783
    VANGUARD HIGH YIELD CORPORA 49,815 49,815
    TEMPLETON GLOBAL BOND FUND 197,736 197,736

    TY 2018 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    
    ALPHABET INC CAP STK CL A 31,349 31,349
    AMERICAN EXPRESS COMPANY 41,941 41,941
    APACHE CORPORATION    
    APPLE COMPUTER INC 40,855 40,855
    BERKSHIRE HATHAWAY INC CL B 30,014 30,014
    BRISTOL MYERS SQUIBB COMPANY 25,782 25,782
    CELGENE CORP    
    CHEVRON CORP 20,017 20,017
    CISCO SYSTEMS INC 33,147 33,147
    CITIGROUP INC    
    COMMUNICATION SERVICES SELECT SECTOR 36,037 36,037
    CONSUMER DISCRETIONARY SELECT SECTOR 27,030 27,030
    CONSUMER STAPLES SELECT SECTOR 13,406 13,406
    COSTCO WHOLESALE CORPORATION    
    DOWDUPONT INC 21,232 21,232
    EMERSON ELECTRIC COMPANY 27,007 27,007
    ENERGY SELECT SECTOR SPDR FUND 6,309 6,309
    EXELON CORPORATION 19,844 19,844
    EXXON MOBIL CORPORATION 32,117 32,117
    FACEBOOK INC 27,005 27,005
    FEDEX CORP 20,086 20,086
    FINANCIAL SELECT SECTOR SPDR FUND 37,064 37,064
    FORD MOTOR COMPANY    
    GENERAL ELECTRIC COMPANY    
    GILEAD SCIENCES INC. 35,091 35,091
    GOLDMAN SACHS GROUP INC 25,726 25,726
    HEALTH CARE SELECT SECTOR SPDR FUND 72,841 72,841
    INDUSTRIAL SELECT SECTOR SPDR FUND 32,334 32,334
    JP MORGAN CHASE & COMPANY 55,839 55,839
    LOWE'S COS INC 39,807 39,807
    MATERIALS SELECT SECTOR SPDR FUND 9,599 9,599
    MCKESSON CORPORATION 30,597 30,597
    MICROSHIP TECHNOLOGY INC 17,477 17,477
    MICROSOFT CORPORATION 39,003 39,003
    MONDELEZ INTERNATIONAL INC 25,745 25,745
    NIKE INC 33,983 33,983
    PEPSICO INC 31,306 31,306
    QUALCOMM INC 20,658 20,658
    SCHLUMBERGER LIMITED 20,412 20,412
    SKYWORKS SOLUTIONS INC 21,983 21,983
    STARBUCKS CORP 35,420 35,420
    TECHNOLOGY SELECT SECTOR SPDR FUND 50,390 50,390
    UNION PACIFIC CORPORATION 30,272 30,272
    UNITEDHEALTH GROUP INC 26,905 26,905
    VANGUARD 500 INDEX FUND 1,052,177 1,052,177
    WAL-MART STORES INC 27,914 27,914
    WALT DISNEY CO 62,118 62,118
    WELLS FARGO & CO    
    DFA US SMALL CAP EQUITIES 498,403 498,403
    VANGUARD MID-CAP INDEX FUND    
    AMERICAN EUROPACIFIC GROWTH 257,564 257,564
    FIDELITY INTERNATIONAL INDEX FUND 257,938 257,938
    GS-INTERNATIONAL SML CAP INSIGHT FUN 141,612 141,612
    HARBOR INTERNATIONAL FUND    
    DFA EMERGING MARKETS SML CAP 269,991 269,991
    OPPENHEIMER DEVELOPING MARKETS 337,829 337,829
    VANGUARD EMERGING MARKETS STOCK INDE 349,066 349,066
    ROCHE HOLDINGS LTD SPONS    
    DFA COMMODITY STRATEGY PORTFOLIO 305,014 305,014
    DFA GLOBAL REAL STATE SECURITIES 309,996 309,996

    TY 2018 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 1,395 1,395

    TY 2018 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 57,151 50,234 6,917 10,000


    TY 2018 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 5,700 663   5,037


    TY 2018 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 1 5,000


    TY 2018 OtherDecreasesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 861,423


    TY 2018 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 136 68   68
    CONTINUING EDUCATION 350     350
    DUES & SUBSCRIPTIONS 129 26   103
    INSURANCE 3,012 1,506   1,506
    OFFICE SUPPLIES 29,581 5,916   23,665
    POSTAGE & DELIVERY 829 166   663
    TELEPHONE 1,689 338   1,351
    WORKERS COMPENSATION 389     389


    TY 2018 OtherIncomeSchedule2
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MINERAL LEASE INCOME 4,305 4,305  
    CA WITHHOLDING -301 -301  


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

    TY 2018 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   1,287,686       0 %   EDUCATIONAL PURPOSES    

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 35,450 35,450    
    HEALTHY HABITS HEALTHY KIDS PROG 59,861     59,861


    TY 2018 TaxesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 8,747      
    CALIFORNIA FILING FEES 85 85    
    FOREIGN TAXES 417 417