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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$9,035,599J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 158,952 158,952  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 102,756
b Gross sales price for all assets on line 6a 2,255,523
7 Capital gain net income (from Part IV, line 2)... 102,756
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........ 261,708 261,708  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,500 1,438   10,062
14 Other employee salaries and wages...... 52,741     52,741
15 Pension plans, employee benefits....... 4,035     4,035
16a Legal fees (attach schedule)......... Click to see attachment 369     369
b Accounting fees (attach schedule)....... Click to see attachment 4,665 933   3,732
c Other professional fees (attach schedule).... Click to see attachment 97,286 38,376   58,910
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... Click to see attachment 823 823  
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 17,362 3,827   13,535
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 196,956 47,032   149,924
25 Contributions, gifts, grants paid....... 445,946 445,946
26 Total expenses and disbursements. Add lines 24 and 25 642,902 47,032   595,870
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -381,194
b Net investment income (if negative, enter -0-) 214,676
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 39,525 15,707 15,707
2 Savings and temporary cash investments......... 284,642 116,220 116,220
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) bullet1,121,101
Less: allowance for doubtful accounts bullet   1,171,638 Click to see attachment1,121,101 1,121,101
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 14,266 7,680 7,680
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,049,386 Click to see attachment5,995,124 5,995,124
c Investments—corporate bonds (attach schedule)....... 2,078,839 Click to see attachment1,762,319 1,762,319
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,675 Click to see attachment2,448 2,448
14 Land, buildings, and equipment: basis bullet57,151
Less: accumulated depreciation (attach schedule) bullet52,409 5,564 Click to see attachment4,742 10,000
15 Other assets (describe bullet) Click to see attachment1 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) 8,649,536 9,025,342 9,035,599
Liabilities 17 Accounts payable and accrued expenses.......... 1,621 1,929
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,621 1,929
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 619,299 619,299
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 8,028,616 8,404,114
29 Total net assets or fund balances (see instructions)..... 8,647,915 9,023,413
30 Total liabilities and net assets/fund balances (see instructions). 8,649,536 9,025,342
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,647,915
2
Enter amount from Part I, line 27a .....................
2
-381,194
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
756,692
4
Add lines 1, 2, and 3 ..........................
4
9,023,413
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 29 .
6
9,023,413
Form 990-PF (2020)
Form 990-PF (2020)
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 10 - GILEAD SCIENCES INC P 2014-03-28 2020-04-03
b 12335.526 - VANGUARD INTERMEDIATE-TE P 2019-10-09 2020-08-14
c 187 - GILEAD SCIENCES INC P 2014-03-28 2020-04-03
d 33 - SKYWORKS SOLUTIONS INC P 2013-08-23 2020-10-02
e 467 - UBER TECHNOLOGIES INC P 2019-10-16 2020-11-09
65.73 - VANGUARD 500 INDEX FUND P 2017-03-14 2020-11-30
92 - CHEVRON CORP P 2010-09-13 2020-05-18
100000 - ALLERGAN INC/UNITED STATES P 2015-02-24 2020-09-15
131 - SKYWORKS SOLUTIONS INC P 2013-08-23 2020-01-24
19457.792 - EATON VANCE FLOATING-RAT P 2019-11-20 2020-11-18
3386.538 - VANGUARD INTERMEDIATE-TER P 2019-10-09 2020-05-06
47 - EXXON MOBIL CORP P 2009-02-12 2020-05-13
67 - INDUSTRIAL SELECT SECTOR SPDR F P 2020-03-20 2020-10-02
925.184 - EATON VANCE FLOATING-RATE P 2017-12-28 2020-11-18
102 - FINANCIAL SELECT SECTOR SPDR F P 2018-11-01 2020-10-02
132 - EXXON MOBIL CORP P 2018-04-03 2020-05-13
1996.866 - VANGUARD INTERMEDIATE-TER P 2019-04-10 2020-03-10
35 - AMERICAN EXPRESS CO P 2016-03-11 2020-03-19
477 - UBER TECHNOLOGIES INC P 2019-08-12 2020-11-09
69 - NIKE INC P 2016-10-12 2020-10-02
99 - INDUSTRIAL SELECT SECTOR SPDR F P 2018-01-31 2020-01-24
102 - GILEAD SCIENCES INC P 2016-11-02 2020-04-03
13237.381 - VANGUARD INTERMEDIATE-TE P 2019-10-09 2020-03-10
2 - AMAZON.COM INC P 2019-02-15 2020-10-02
351 - COMMUNICATION SERVICES SELECT P 2018-08-13 2020-07-24
48 - APPLE INC P 2014-03-28 2020-07-24
7 - PEPSICO INC P 2007-11-01 2020-02-07
LITIGATION PROCEEDS-AID P 2019-03-26 2020-03-27
10916.357 - VANGUARD INTERMEDIATE-TE P 2019-04-10 2020-03-03
136 - GILEAD SCIENCES INC P 2012-05-04 2020-04-03
22 - STARBUCKS CORP P 2016-04-18 2020-09-17
3644.066 - VANGUARD INTERMEDIATE-TER P 2018-09-26 2020-05-06
48.767 - VANGUARD 500 INDEX FUND P 2017-12-21 2020-11-30
70 - PEPSICO INC P 2001-07-16 2020-02-07
110 - INDUSTRIAL SELECT SECTOR SPDR P 2019-07-10 2020-01-24
14 - CONSUMER STAPLES SELECT SECTOR P 2019-11-20 2020-07-24
23 - FEDEX CORP P 2015-12-11 2020-10-02
3839.563 - VANGUARD INTERMEDIATE-TER P 2018-09-26 2020-03-10
51 - CHEVRON CORP P 2010-09-13 2020-05-18
71 - STARBUCKS CORP P 2017-06-29 2020-09-17
110 - STARBUCKS CORP P 2017-06-29 2020-09-17
15 - APPLE INC P 2016-01-19 2020-07-24
23 - GILEAD SCIENCES INC P 2016-01-19 2020-04-03
40 - GILEAD SCIENCES INC P 2012-12-20 2020-04-03
52 - AMERICAN EXPRESS CO P 2016-03-11 2020-10-02
72.81 - DFA US SMALL CAP PORTFOLIO P 2018-02-27 2020-04-02
112 - COMCAST CORP P 2020-01-10 2020-10-02
152 - REAL ESTATE SELECT SECTOR SPDR P 2019-03-28 2020-10-02
2623.295 - VANGUARD INTERMEDIATE-TER P 2019-02-20 2020-03-03
41 - CHEVRON CORP P 2012-12-20 2020-05-18
52 - MCKESSON CORP P 2016-04-18 2020-02-21
77 - TECHNOLOGY SELECT SECTOR SPDR F P 2018-03-16 2020-10-02
114 - MCKESSON CORP P 2016-11-02 2020-02-21
157 - MICROCHIP TECHNOLOGY INC P 2018-11-01 2020-01-13
264 - CONSUMER STAPLES SELECT SECTOR P 2018-05-11 2020-07-24
43 - BOEING CO/THE P 2019-07-10 2020-03-20
53 - EXXON MOBIL CORP P 2012-12-20 2020-05-13
78 - CONSUMER DISCRETIONARY SELECT S P 2019-11-20 2020-04-23
115 - FINANCIAL SELECT SECTOR SPDR F P 2018-03-27 2020-10-02
159 - TECHNOLOGY SELECT SECTOR SPDR P 2018-03-16 2020-03-18
29 - GOLDMAN SACHS GROUP INC/THE P 2018-11-01 2020-10-02
43 - WALT DISNEY CO/THE P 2012-12-20 2020-01-10
55 - BOEING CO/THE P 2020-01-24 2020-03-20
78 - LOWE'S COS INC P 2016-10-19 2020-10-02
117 - EXXON MOBIL CORP P 2011-03-03 2020-05-13
166 - STARBUCKS CORP P 2016-04-18 2020-09-17
2928.692 - EATON VANCE FLOATING-RATE P 2017-06-27 2020-11-18
43 - XILINX INC P 2020-01-13 2020-11-02
56 - PEPSICO INC P 2001-07-16 2020-02-07
8 - FACEBOOK INC P 2016-11-18 2020-10-02
118 - MONDELEZ INTERNATIONAL INC P 2012-11-02 2020-10-02
1742.398 - DFA US SMALL CAP PORTFOLI P 2018-11-05 2020-04-02
29346.287 - VANGUARD INTERMEDIATE-TE P 2019-10-09 2020-06-04
4385.26 - DFA EMERGING MARKETS SMALL P 2014-02-11 2020-04-28
58 - WALT DISNEY CO/THE P 2015-09-03 2020-01-10
8568.059 - DFA US SMALL CAP PORTFOLI P 2018-12-21 2020-04-02
12 - FACEBOOK INC P 2018-03-27 2020-10-02
175 - HEALTH CARE SELECT SECTOR SPDR P 2018-04-04 2020-10-02
31 - MICROSOFT CORP P 2013-08-15 2020-10-02
44 - XILINX INC P 2020-01-13 2020-11-02
58 - WALT DISNEY CO/THE P 2015-09-03 2020-10-02
86 - MICROCHIP TECHNOLOGY INC P 2018-11-01 2020-01-10
122 - CONSUMER DISCRETIONARY SELECT P 2019-05-14 2020-04-23
1750.772 - VANGUARD INTERMEDIATE-TER P 2019-05-14 2020-03-10
311.067 - VANGUARD 500 INDEX FUND P 2017-03-14 2020-08-14
44 - XILINX INC P 2020-01-13 2020-11-04
6 - ALPHABET INC P 2016-11-18 2020-10-02
909.918 - EATON VANCE FLOATING-RATE P 2018-09-26 2020-11-18
122 - EXXON MOBIL CORP P 2015-12-10 2020-05-13
185 - AMERICAN EXPRESS CO P 2013-08-29 2020-03-19
32 - UNION PACIFIC CORP P 2013-11-20 2020-10-02
44 - XILINX INC P 2020-01-13 2020-11-04
63 - GILEAD SCIENCES INC P 2014-03-28 2020-04-03
92 - BRISTOL-MYERS SQUIBB CO P 2013-02-05 2020-10-02
(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 770   691 79
b 150,000   142,352 7,648
c 14,382   12,915 1,467
d 4,924   830 4,094
e 22,697   14,967 7,730
22,026   14,409 7,617
8,563   7,274 1,289
100,000   102,912 -2,912
16,375   3,295 13,080
199,832   205,669 -5,837
40,909   39,081 1,828
1,975   3,449 -1,474
5,125   3,586 1,539
9,502   10,075 -573
2,446   2,694 -248
5,547   9,874 -4,327
20,568   19,330 1,238
2,564   2,085 479
23,184   17,980 5,204
8,619   3,630 4,989
8,313   7,924 389
7,796   7,417 379
136,345   133,962 2,383
6,381   3,221 3,160
19,849   17,282 2,567
17,638   3,679 13,959
1,016   512 504
89     89
113,748   105,670 8,078
10,471   3,450 7,021
1,896   1,343 553
44,020   38,955 5,065
16,341   12,140 4,201
10,154   3,259 6,895
9,237   8,444 793
869   862 7
5,883   3,333 2,550
45,806   41,045 4,761
4,749   4,033 716
6,118   4,160 1,958
9,426   6,445 2,981
5,512   1,477 4,035
1,758   2,144 -386
3,080   1,478 1,602
5,219   3,097 2,122
1,623   2,596 -973
5,131   5,077 54
5,422   5,480 -58
27,335   25,000 2,335
3,818   4,513 -695
8,852   9,068 -216
8,990   5,368 3,622
19,406   15,486 3,920
17,417   10,973 6,444
16,389   13,083 3,306
4,211   15,162 -10,951
2,227   4,691 -2,464
8,674   9,348 -674
2,758   3,202 -444
11,235   11,084 151
5,729   6,583 -854
6,229   2,182 4,047
5,386   17,614 -12,228
12,908   5,421 7,487
4,917   10,003 -5,086
14,285   10,131 4,154
30,078   31,806 -1,728
5,050   4,317 733
8,125   2,607 5,518
2,116   937 1,179
6,765   3,094 3,671
38,838   62,517 -23,679
304,908   296,984 7,924
69,769   86,214 -16,445
8,402   5,909 2,493
190,982   245,047 -54,065
3,174   1,877 1,297
18,300   13,983 4,317
6,532   985 5,547
5,169   4,417 752
7,102   5,909 1,193
9,446   6,011 3,435
13,568   13,964 -396
18,033   17,000 1,033
97,012   68,192 28,820
5,512   4,417 1,095
8,845   4,674 4,171
9,345   10,000 -655
5,127   9,292 -4,165
13,554   13,408 146
6,220   2,543 3,677
5,617   4,417 1,200
4,815   4,351 464
5,467   3,400 2,067
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       79
b       7,648
c       1,467
d       4,094
e       7,730
      7,617
      1,289
      -2,912
      13,080
      -5,837
      1,828
      -1,474
      1,539
      -573
      -248
      -4,327
      1,238
      479
      5,204
      4,989
      389
      379
      2,383
      3,160
      2,567
      13,959
      504
      89
      8,078
      7,021
      553
      5,065
      4,201
      6,895
      793
      7
      2,550
      4,761
      716
      1,958
      2,981
      4,035
      -386
      1,602
      2,122
      -973
      54
      -58
      2,335
      -695
      -216
      3,622
      3,920
      6,444
      3,306
      -10,951
      -2,464
      -674
      -444
      151
      -854
      4,047
      -12,228
      7,487
      -5,086
      4,154
      -1,728
      733
      5,518
      1,179
      3,671
      -23,679
      7,924
      -16,445
      2,493
      -54,065
      1,297
      4,317
      5,547
      752
      1,193
      3,435
      -396
      1,033
      28,820
      1,095
      4,171
      -655
      -4,165
      146
      3,677
      1,200
      464
      2,067
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 2 102,756
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 6,219
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,984
c All other domestic foundations enter 1.39% 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 2,984
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 2,984
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,680
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 7,680
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,696
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,696 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 the instructions
for the 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
 
 
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
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 CHAIRMAN
    5.00     		2,900 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    PADDY BARD TRUSTEE
    5.00     		1,000 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    GENE BARD TRUSTEE
    5.00     		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 (2020)
    Form 990-PF (2020)
    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 THE HEALTHY HABITS, HEALTHY KIDS PROGRAM PROVIDES EDUCATION ABOUT ORAL HEALTH PREVENTATIVE PROGRAMS TO CHILDREN IN SHERIDAN COUNTY. DURING THE SCHOOL YEAR THE FOLLOWING WAS ACCOMPLISHED: 1)CHILDREN IN SCHOOL DISTRICT 2 GRADES KINDERGARTEN AND 3RD RECEIVED DENTAL SCREENING/FOLLOW UP. 2)EARLY CHILDHOOD CARIES PREVENTION CAMPAIGN. BRING THE PUBLIC'S ATTENTION TO THIS COMMON ILLNESS THROUGH AN EDUCATION CAMPAIGN AT SHERIDAN MEMORIAL HOSPITAL LABOR AND DELIVERY DEPARTMENT, WOMEN'S HEALTH, PEDIATRICIAN OFFICES, HEAD START, CHILD DEVELOPMENT CENTER, DENTIST OFFICES AND MANY OTHER LOCATIONS PARENTS AND INFANTS WOULD FREQUENT. 3)DENTAL SUPPLIES WERE PROVIDED TO CHILDREN IN SHERIDAN COUNTY THROUGH SCHOOLS AND DAY CARES. 4)CHILDREN LEARNED ABOUT FILLING A "HEALTHY PLATE,- AND WERE ABLE TO TAKE THE PLATE HOME TO START A DIALOG BETWEEN PARENTS AND CHILD ABOUT GOOD NUTRITION. CLASSROOM EDUCATION FOR HEALTHY EATING HABITS AND NUTRITION ALONG WITH EDUCATIONAL SUPPLIES TO BE SHARED WITH FAMILY MEMBERS 58,910
    2 MEDICAL, DENTAL AND EYECARE EXPENSE ASSISTANCE TO 13 CHILDREN. 11,846
    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 24 STUDENTS 105,250
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet105,250
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    6,934,170
    b
    Average of monthly cash balances.......................
    1b
    254,003
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,193,173
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,193,173
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    107,898
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,085,275
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    354,264
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    354,264
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,984
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,984
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    351,280
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    155,788
    5
    Add lines 3 and 4............................
    5
    507,068
    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
    507,068
    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
    595,870
    b
    Program-related investments—total from Part IX-B..................
    1b
    105,250
    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
    701,120
    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
    701,120
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 507,068
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 79,507
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 701,120
    a Applied to 2019, but not more than line 2a 79,507
    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 2020 distributable amount..... 507,068
    e Remaining amount distributed out of corpus 114,545
    5 Excess distributions carryover applied to 2020.    
    (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 5 114,545
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		114,545
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 114,545
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    1 CHILD WITH
    EDUCATIONAL FINANCL NEED
    SHERIDAN,WY82801     		NONE INDIVIDUAL EDUCATIONAL AND DEVELOPMENT EXPENSES 600
    13 CHILDREN WITH
    FINANCIAL NEED
    SHERIDAN COUNTY,WY82801     		NONE INDIVIDUAL MEDICAL & DENTAL EXPENSES 11,846
    ROOTED IN WYOMING
    PO BOX 382
    SHERIDAN,WY82801     		NONE EXEMPT ORG. YOUTH EDUCATION 5,000
    SHERIDAN ARTISTS GUILD
    21 WEST BRUNDAGE ST
    SHERIDAN,WY82801     		NONE EXEMPT ORG. GRANT FOR YOUTH ARTS PROGRAM 5,000
    SHERIDAN COLLEGE FOUNDATION
    PO BOX 6328
    SHERIDAN,WY82801     		NONE EXEMPT ORG. BUILDING FUND 260,000
    SHERIDAN COMMUNITY EDUCATION FDN
    1977 EDWARDS DRIVE UNIT A
    SHERIDAN,WY82801     		NONE EXEMPT ORG. PARENT LIASON GRANT 20,000
    SHERIDAN COUNTY CHAMBER OF COMM FND
    PO BOX 707
    SHERIDAN,WY82801     		NONE EXEMPT ORG. EMPLOYEE RELIEF FUND 27,500
    SHERIDAN COUNTY LIBRARY FOUNDATION
    335 W ALGER ST
    SHERIDAN,WY82801     		NONE EXEMPT ORG. BUILDING FUND - CHILDREN'S LIBRARY 1,000
    SHERIDAN COUNTY YMCA
    417 N JEFFERSOAN ST
    SHERIDAN,WY82801     		NONE EXEMPT ORG. YOUTH CENTER CAMPAIGN 100,000
    SHERIDAN COUNTY YMCA
    417 N JEFFERSOAN ST
    SHERIDAN,WY82801     		NONE EXEMPT ORG. GIVE YOUR HEART TO A CHILD CAMPAIGN 1,000
    SHERIDAN MEMORIAL HOSPITAL FOUND
    PO BOX 391
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 1,000
    SHERIDAN ON SKATES
    PO BOX 49
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SCHOLARSHIPS 2,500
    SHERIDAN RECREATION DISTRICT
    PO BOX 6308
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SPONSORSHIP - YOUTH PROGRAMS 1,000
    SHERIDAN SCHOOL DISTRICT 2
    201 N CONNOR ST 100
    SHERIDAN,WY82801     		NONE EXEMPT ORG. GRANT - WE THE PEOPLE 2,500
    SHERIDAN SCHOOL DISTRICT 2
    201 N CONNOR ST 100
    SHERIDAN,WY82801     		NONE EXEMPT ORG. GRANT - SHS ACADEMICS FOR ALL 1,000
    THE FOOD GROUP
    1 S TSCHIRGI
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPLEMENT MEALS FOR CHILDREN 5,000
    BIG HORN EDUCATION FUND
    PO BOX 615
    BIG HORN,WY82801     		NONE EXEMPT ORG. EDUCATIONAL SCHOLARSHIPS 1,000
    Total .................................bullet 3a 445,946
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 158,952  
    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 ............     		    18 102,756  
    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)..   261,708  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    261,708
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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 4,665 933   3,732

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    TY 2020 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 1992-10-31 336 290 S/L 31.5000 11 11    
    CARPET 1992-10-31 3,522 3,042 S/L 31.5000 112 112    
    DRAPES 1992-10-31 2,694 2,327 S/L 31.5000 85 85    
    PAINTING & DRAPES 1992-11-30 2,664 2,294 S/L 31.5000 85 85    
    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 1,162 200DB 5.0000        
    CLOUD BASED SERVER 2015-04-06 9,200 8,670 200DB 5.0000 530 530    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALLERGAN INC 3.375%    
    EATON VANCE FL RATE ADV 251,350 251,350
    GOLDMAN SACHS 4% 165,746 165,746
    ISHARES PREFERRED & INCOME SECUR. 303,960 303,960
    JP MORGAN CHASE & CO 3.25% 105,171 105,171
    VANGUARD HIGH YIELD CORPORA 444,018 444,018
    VANGUARD INT-TERM TREASURY FD 69,714 69,714
    VANGUARD INTERMEDIATE TERM CORP 316,385 316,385
    WELLS FARGO & CO. 3.45% 105,975 105,975

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 19,708 19,708
    ALEXION PHARMACEUTICALS INC 42,966 42,966
    ALPHABET INC 42,063 42,063
    AMAZON.COM INC 71,652 71,652
    AMERICAN EXPRESS CO 20,313 20,313
    AMERICAN FUNDS EUROPACIFIC GROWTH FU 226,788 226,788
    APPLE INC 70,060 70,060
    BERKSHIRE HATHAWAY INC 34,085 34,085
    BOEING CO    
    BRISTOL-MYERS SQUIBB CO 25,060 25,060
    CHEVRON CORP    
    CISCO SYSTEMS INC 34,234 34,234
    COMCAST CORP 29,711 29,711
    COMMUNICATION SERVICES SELECT SECTOR 47,978 47,978
    CONSUMER DISCRETIONARY SELECT SECTOR 10,129 10,129
    CONSUMER STAPLES SELECT SECTOR SPDR 29,004 29,004
    DFA EMERGING MARKETS SMALL CAP PORTF 232,109 232,109
    DFA GLOBAL REAL ESTATE SECURITIES PO 525,664 525,664
    DFA US SMALL CAP EQUITIES    
    EMERSON ELECTRIC CO 18,164 18,164
    ENERGY SELECT SECTOR SPDR FUND 44,002 44,002
    EXELON CORP 10,217 10,217
    EXXON MOBIL CORPORATION    
    FACEBOOK INC 22,672 22,672
    FEDEX CORP 26,222 26,222
    FIDELITY INTERNATIONAL INDEX FUND 323,646 323,646
    FINANCIAL SELECT SECTOR SPDR FUND 51,295 51,295
    GILEAD SCIENCES INC    
    GOLDMAN SACHS GROUP INC 32,964 32,964
    GOLDMAN SACHS INTERNATIONAL SMALL CA 175,833 175,833
    HEALTH CARE SELECT SECTOR SPDR FUND 135,107 135,107
    HONEYWELL INTERNATIONAL INC 21,908 21,908
    INDUSTRIAL SELECT SECTOR SPDR FUND 81,909 81,909
    INTERCONTINENTAL EXCHANGE INC 18,677 18,677
    INVESCO DEVELOPING MARKETS FUND 480,494 480,494
    ISHARES CORE S&P 500 ETF 395,286 395,286
    ISHARES CORE S&P MID-CAP ETF 170,534 170,534
    ISHARES CORE S&P SMALL-CAP ETF 389,564 389,564
    JPMORGAN CHASE & CO 36,342 36,342
    KLA CORP 27,962 27,962
    LOWE'S COS INC 56,660 56,660
    MATERIALS SELECT SECTOR SPDR FUND 35,037 35,037
    MCDONALD'S CORP 25,535 25,535
    MCKESSON CORPORATION    
    MICROSHIP TECHNOLOGY INC    
    MICROSOFT CORP 76,735 76,735
    MONDELEZ INTERNATIONAL INC 30,872 30,872
    NIKE INC 54,890 54,890
    OPPENHEIMER DEVELOPING MARKETS    
    PALO ALTO NETWORKS INC 22,745 22,745
    PEPSICO INC 21,948 21,948
    REAL ESTATE SELECT SECTOR SPDR FUND 31,917 31,917
    SKYWORKS SOLUTIONS INC 25,072 25,072
    STARBUCKS CORP    
    TECHNOLOGY SELECT SECTOR SPDR FUND 199,191 199,191
    UBER TECHNOLOGIES    
    UNION PACIFIC CORP 38,937 38,937
    UNITEDHEALTH GROUP INC 37,873 37,873
    UTILITIES SELECT SECTOR SPDR FUND 19,751 19,751
    VANGUARD 500 INDEX FUND 860,157 860,157
    VANGUARD EMERGING MARKETS STOCK INDE 458,094 458,094
    WALMART INC 42,957 42,957
    WALT DISNEY CO 32,431 32,431

    TY 2020 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 2,448 2,448

    TY 2020 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 52,409 4,742 10,000


    TY 2020 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 369     369


    TY 2020 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 1 1 5,000


    TY 2020 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 204 102   102
    INSURANCE 1,082 541   541
    OFFICE EXPENSE 13,367 2,673   10,694
    POSTAGE & DELIVERY 773 155   618
    TELEPHONE 1,780 356   1,424
    WORKERS COMPENSATION 156     156


    TY 2020 OtherIncreasesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 756,692


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    TY 2020 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   1,121,101       0 %   EDUCATIONAL PURPOSES    

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 38,376 38,376    
    HEALTHY HABITS HEALTHY KIDS PROG 58,910     58,910