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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$9,736,085J 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) 52,650
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 182,912 182,912  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 715,093
b Gross sales price for all assets on line 6a 2,670,956
7 Capital gain net income (from Part IV, line 2)... 715,093
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........ 950,655 898,005  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 1,500   10,500
14 Other employee salaries and wages...... 52,933     52,933
15 Pension plans, employee benefits....... 4,073     4,073
16a Legal fees (attach schedule)......... Click to see attachment 396     396
b Accounting fees (attach schedule)....... Click to see attachment 5,577 1,115   4,462
c Other professional fees (attach schedule).... Click to see attachment 96,594 45,429   51,165
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,984      
19 Depreciation (attach schedule) and depletion... Click to see attachment 292 292  
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 18,273 4,633   13,640
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 201,297 54,604   143,709
25 Contributions, gifts, grants paid....... 248,758 248,758
26 Total expenses and disbursements. Add lines 24 and 25 450,055 54,604   392,467
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 500,600
b Net investment income (if negative, enter -0-) 843,401
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 15,707 53,429 53,429
2 Savings and temporary cash investments......... 116,220 649,273 649,273
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) bullet1,036,753
Less: allowance for doubtful accounts bullet   1,121,101 Click to see attachment1,036,753 1,036,753
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 7,680 9,346 9,346
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,995,124 Click to see attachment6,128,712 6,128,712
c Investments—corporate bonds (attach schedule)....... 1,762,319 Click to see attachment1,843,572 1,843,572
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,448    
14 Land, buildings, and equipment: basis bullet57,151
Less: accumulated depreciation (attach schedule) bullet52,702 4,742 Click to see attachment4,449 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) 9,025,342 9,725,535 9,736,085
Liabilities 17 Accounts payable and accrued expenses.......... 1,929 1,705
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)......... 1,929 1,705
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 8,404,114 9,104,531
29 Total net assets or fund balances (see instructions)..... 9,023,413 9,723,830
30 Total liabilities and net assets/fund balances (see instructions). 9,025,342 9,725,535
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
9,023,413
2
Enter amount from Part I, line 27a .....................
2
500,600
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
199,817
4
Add lines 1, 2, and 3 ..........................
4
9,723,830
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
9,723,830
Form 990-PF (2021)
Form 990-PF (2021)
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 48-UNION PACIFIC CORP P 2013-11-20 2021-01-13
b 121-TECHNOLOGY SELECT SECTOR SPDR FU P 2018-05-11 2021-02-08
c 17-INDUSTRIAL SELECT SECTOR SPDR FUN P 2020-04-03 2021-02-23
d 45.063-VANGUARD 500 INDEX FUND P 2017-12-21 2021-04-27
e 87-UTILITIES SELECT SECTOR SPDR FUND P 2020-02-07 2021-09-22
14-GOLDMAN SACHS GROUP INC/THE P 2018-11-01 2021-11-22
17-ENERGY SELECT SECTOR SPDR FUND P 2020-05-13 2021-11-22
1825-ISHARES MSCI CHINA ETF P 2021-07-14 2021-12-08
108-KLA CORP P 2020-04-03 2021-02-01
46-TECHNOLOGY SELECT SECTOR SPDR FUN P 2018-05-11 2021-02-08
60-COMMUNICATION SERVICES SELECT SEC P 2018-08-13 2021-02-23
651.77-VANGUARD 500 INDEX FUND P 2018-02-26 2021-04-27
79.442-VANGUARD 500 INDEX FUND P 2018-02-26 2021-09-22
65-ISHARES CORE S&P 500 ETF P 2020-03-10 2021-11-22
150-FINANCIAL SELECT SECTOR SPDR FUN P 2018-11-01 2021-11-22
41-LOWE'S COS INC P 2016-10-19 2021-12-13
78.545-INVESCO DEVELOPING MARKETS FU P 2013-04-15 2021-02-02
80-TECHNOLOGY SELECT SECTOR SPDR FUN P 2018-08-13 2021-02-08
18-UNITEDHEALTH GROUP INC P 2012-09-27 2021-02-23
175-INDUSTRIAL SELECT SECTOR SPDR FU P 2020-04-03 2021-06-08
242-EXELON CORP P 2015-03-31 2021-11-10
109-ISHARES CORE S&P MID-CAP ETF P 2020-03-03 2021-11-22
59-INDUSTRIAL SELECT SECTOR SPDR FUN P 2020-04-03 2021-11-22
1846-VANGUARD SHORT-TERM CORPORATE B P 2021-02-02 2021-12-27
984.428-INVESCO DEVELOPING MARKETS F P 2015-02-13 2021-02-02
34-ABBOTT LABORATORIES P 2020-04-03 2021-02-23
5958.449-VANGUARD INTERMEDIATE-TERM P 2019-10-09 2021-02-23
243-FINANCIAL SELECT SECTOR SPDR FUN P 2018-11-01 2021-06-09
4-ALPHABET INC P 2016-11-18 2021-11-22
273-ISHARES CORE S&P SMALL-CAP ETF P 2020-04-02 2021-11-22
32-INDUSTRIAL SELECT SECTOR SPDR FUN P 2020-11-09 2021-11-22
LITIGATION PROCEEDS - PFIZER P 2020-03-01 2021-03-04
180.551-DFA EMERGING MARKETS SMALL C P 2014-02-11 2021-02-02
42-ALEXION PHARMACEUTICALS INC P 2020-02-21 2021-02-23
46-GOLDMAN SACHS GROUP INC/THE P 2018-11-01 2021-03-19
1047-VANGUARD INTERMEDIATE-TERM CORP P 2020-06-05 2021-07-07
4-AMAZON.COM INC P 2019-02-15 2021-11-22
74-LOWE'S COS INC P 2016-10-19 2021-11-22
57-TECHNOLOGY SELECT SECTOR SPDR FUN P 2019-05-10 2021-11-22
  P    
24.906-DFA EMERGING MARKETS SMALL CA P 2014-06-10 2021-02-02
22-BERKSHIRE HATHAWAY INC P 2010-02-17 2021-02-23
54-JPMORGAN CHASE & CO P 2012-05-25 2021-03-19
2216.034-INVESCO DEVELOPING MARKETS P 2015-02-13 2021-07-14
15-APPLE INC P 2016-01-19 2021-11-22
26-MICROSOFT CORP P 2013-08-15 2021-11-22
106-COMMUNICATION SERVICES SELECT SE P 2018-08-13 2021-11-22
53.331-DFA EMERGING MARKETS SMALL CA P 2014-09-10 2021-02-02
92-CISCO SYSTEMS INC P 2011-01-06 2021-02-23
19-JPMORGAN CHASE & CO P 2012-12-20 2021-03-19
364.459-INVESCO DEVELOPING MARKETS F P 2015-07-20 2021-07-14
45-APPLE INC P 2016-01-19 2021-11-22
22-MONDELEZ INTERNATIONAL INC P 2012-11-02 2021-11-22
151-REAL ESTATE SELECT SECTOR SPDR F P 2019-03-28 2021-11-22
6.206-DFA EMERGING MARKETS SMALL CAP P 2014-12-17 2021-02-02
42-JPMORGAN CHASE & CO P 2012-05-25 2021-02-23
116-ALEXION PHARMACEUTICALS INC P 2020-02-21 2021-03-24
39-ISHARES CORE S&P 500 ETF P 2020-03-10 2021-09-22
27-APPLE INC P 2016-04-28 2021-11-22
78-MONDELEZ INTERNATIONAL INC P 2012-12-20 2021-11-22
60-UTILITIES SELECT SECTOR SPDR FUND P 2020-02-07 2021-11-22
91.329-DFA EMERGING MARKETS SMALL CA P 2014-12-17 2021-02-02
22-MCDONALD'S CORP P 2020-04-23 2021-02-23
117-ALEXION PHARMACEUTICALS INC P 2020-02-21 2021-03-24
58-ISHARES CORE S&P MID-CAP ETF P 2020-03-03 2021-09-22
12-BERKSHIRE HATHAWAY INC P 2010-02-17 2021-11-22
74-NIKE INC P 2016-10-12 2021-11-22
29-UTILITIES SELECT SECTOR SPDR FUND P 2020-11-02 2021-11-22
163.469-DFA EMERGING MARKETS SMALL C P 2014-12-17 2021-02-02
33-PEPSICO INC P 2007-11-01 2021-02-23
320-ISHARES CORE S&P 500 ETF P 2020-03-10 2021-04-27
111-ISHARES CORE S&P SMALL-CAP ETF P 2020-04-02 2021-09-22
11-BERKSHIRE HATHAWAY INC P 2010-03-31 2021-11-22
12-PALO ALTO NETWORKS INC P 2020-07-24 2021-11-22
34-UNION PACIFIC CORP P 2013-11-20 2021-11-22
1013.423-DFA EMERGING MARKETS SMALL P 2015-02-13 2021-02-02
18-SALESFORCE INC P 2021-02-01 2021-02-23
329-TECHNOLOGY SELECT SECTOR SPDR FU P 2018-08-13 2021-04-27
40-MICROSOFT CORP P 2013-08-15 2021-09-22
113-CISCO SYSTEMS INC P 2011-01-06 2021-11-22
42-SPDR S&P SEMICONDUCTOR ETF P 2021-04-27 2021-11-22
14-UNITEDHEALTH GROUP INC P 2012-09-27 2021-11-22
1453-ISHARES CORE S&P SMALL-CAP ETF P 2020-04-02 2021-02-02
68-MATERIALS SELECT SECTOR SPDR FUND P 2019-02-08 2021-02-23
251-TECHNOLOGY SELECT SECTOR SPDR FU P 2019-02-08 2021-04-27
105-HEALTH CARE SELECT SECTOR SPDR F P 2018-04-04 2021-09-22
98-COMCAST CORP P 2020-01-10 2021-11-22
70-MATERIALS SELECT SECTOR SPDR FUND P 2019-02-08 2021-11-22
45.939-VANGUARD 500 INDEX FUND P 2018-02-26 2021-11-22
1035.805-VANGUARD EMERGING MARKETS S P 2015-02-13 2021-02-03
110-ENERGY SELECT SECTOR SPDR FUND P 2018-11-02 2021-02-23
32-TECHNOLOGY SELECT SECTOR SPDR FUN P 2019-05-10 2021-04-27
73-CONSUMER STAPLES SELECT SECTOR SP P 2019-11-20 2021-09-22
36-WALT DISNEY CO P 2015-09-03 2021-11-22
88-HEALTH CARE SELECT SECTOR SPDR FU P 2018-04-04 2021-11-22
123.707-VANGUARD 500 INDEX FUND P 2018-02-27 2021-11-22
58.337-VANGUARD EMERGING MARKETS STO P 2015-07-20 2021-02-03
109-ENERGY SELECT SECTOR SPDR FUND P 2019-11-20 2021-02-23
2697.093-VANGUARD EMERGING MARKETS S P 2015-07-20 2021-04-27
146-FINANCIAL SELECT SECTOR SPDR FUN P 2018-11-01 2021-09-22
65-EMERSON ELECTRIC CO P 2007-11-01 2021-11-22
50-HEALTH CARE SELECT SECTOR SPDR FU P 2018-08-13 2021-11-22
62-WALMART INC P 2016-01-25 2021-11-22
1-TECHNOLOGY SELECT SECTOR SPDR FUND P 2018-03-16 2021-02-08
110-INDUSTRIAL SELECT SECTOR SPDR FU P 2020-03-20 2021-02-23
1521.904-VANGUARD EMERGING MARKETS S P 2016-01-19 2021-04-27
33-TECHNOLOGY SELECT SECTOR SPDR FUN P 2019-05-10 2021-09-22
23-FEDEX CORP P 2015-12-11 2021-11-22
176-ENERGY SELECT SECTOR SPDR FUND P 2019-11-20 2021-11-22
4061-ISHARES MSCI CHINA ETF P 2021-04-27 2021-12-08
(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 10,349   3,814 6,535
b 16,465   8,469 7,996
c 1,538   959 579
d 17,426   11,218 6,208
e 5,736   5,999 -263
5,579   3,178 2,401
952   607 345
120,720   142,913 -22,193
30,988   13,893 17,095
6,262   3,220 3,042
4,281   2,954 1,327
252,046   167,733 84,313
32,331   20,444 11,887
30,735   17,955 12,780
5,973   3,961 2,012
10,643   2,849 7,794
4,397   2,681 1,716
10,890   5,842 5,048
5,894   1,014 4,880
18,363   9,874 8,489
13,066   8,086 4,980
31,445   20,572 10,873
6,291   3,329 2,962
149,916   153,397 -3,481
55,108   34,871 20,237
4,106   2,682 1,424
68,820   68,761 59
9,206   6,417 2,789
11,753   3,116 8,637
32,269   14,503 17,766
3,412   2,711 701
30     30
4,277   3,550 727
6,421   4,296 2,125
15,843   10,443 5,400
99,979   98,269 1,710
14,396   6,442 7,954
18,890   5,143 13,747
9,761   4,306 5,455
       
590   548 42
5,391   1,677 3,714
8,242   1,816 6,426
123,123   78,499 44,624
2,452   369 2,083
8,909   826 8,083
8,372   5,219 3,153
1,263   1,215 48
4,174   1,925 2,249
2,900   840 2,060
20,249   12,622 7,627
7,357   1,108 6,249
1,344   577 767
7,265   5,444 1,821
147   120 27
6,339   1,412 4,927
17,591   11,864 5,727
17,241   10,773 6,468
4,414   647 3,767
4,764   1,988 2,776
4,045   4,044 1
2,164   1,759 405
4,636   4,064 572
17,747   11,967 5,780
15,497   10,946 4,551
3,427   915 2,512
13,024   3,893 9,131
1,955   1,836 119
3,873   3,148 725
4,361   2,416 1,945
134,227   88,392 45,835
12,134   5,897 6,237
3,142   895 2,247
6,444   2,920 3,524
8,390   2,702 5,688
24,008   20,684 3,324
4,182   4,105 77
47,257   24,027 23,230
11,961   1,271 10,690
6,219   2,365 3,854
10,195   8,069 2,126
6,167   789 5,378
144,965   77,188 67,777
5,082   3,558 1,524
36,053   16,877 19,176
13,856   8,390 5,466
5,070   4,442 628
6,234   3,663 2,571
19,897   11,822 8,075
46,383   35,829 10,554
5,292   7,439 -2,147
4,596   2,417 2,179
5,159   4,494 665
5,523   3,668 1,855
11,718   7,032 4,686
53,580   31,435 22,145
2,612   1,933 679
5,244   6,419 -1,175
119,670   89,355 30,315
5,423   3,856 1,567
6,225   3,369 2,856
6,658   4,482 2,176
8,945   3,949 4,996
136   70 66
9,949   5,888 4,061
67,527   37,119 30,408
5,098   2,493 2,605
5,744   3,333 2,411
9,858   10,364 -506
268,627   337,915 -69,288
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       6,535
b       7,996
c       579
d       6,208
e       -263
      2,401
      345
      -22,193
      17,095
      3,042
      1,327
      84,313
      11,887
      12,780
      2,012
      7,794
      1,716
      5,048
      4,880
      8,489
      4,980
      10,873
      2,962
      -3,481
      20,237
      1,424
      59
      2,789
      8,637
      17,766
      701
      30
      727
      2,125
      5,400
      1,710
      7,954
      13,747
      5,455
       
      42
      3,714
      6,426
      44,624
      2,083
      8,083
      3,153
      48
      2,249
      2,060
      7,627
      6,249
      767
      1,821
      27
      4,927
      5,727
      6,468
      3,767
      2,776
      1
      405
      572
      5,780
      4,551
      2,512
      9,131
      119
      725
      1,945
      45,835
      6,237
      2,247
      3,524
      5,688
      3,324
      77
      23,230
      10,690
      3,854
      2,126
      5,378
      67,777
      1,524
      19,176
      5,466
      628
      2,571
      8,075
      10,554
      -2,147
      2,179
      665
      1,855
      4,686
      22,145
      679
      -1,175
      30,315
      1,567
      2,856
      2,176
      4,996
      66
      4,061
      30,408
      2,605
      2,411
      -506
      -69,288
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 2 715,093
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 -1,251
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 11,723
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 11,723
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,696
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,700
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,396
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 1,673
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,673 RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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     		2,400 0 0
    PO BOX 1064
    SHERIDAN,WY82801
    GENE BARD TRUSTEE
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 MEDICAL, DENTAL AND EYECARE EXPENSE ASSISTANCE TO 20 CHILDREN. 56,808
    2 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 51,165
    3  
    4  
    Part VIII-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 25 STUDENTS 111,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet111,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    8,122,224
    b
    Average of monthly cash balances.......................
    1b
    201,641
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,328,865
    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
    8,328,865
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    124,933
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,203,932
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    410,197
    Part X
    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 IX, line 6..................
    1
    410,197
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    11,723
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,723
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    398,474
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    170,348
    5
    Add lines 3 and 4............................
    5
    568,822
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    568,822
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 568,822
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 114,545
    f Total of lines 3a through e ........ 114,545
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 503,467
    a Applied to 2020, 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 2021 distributable amount..... 503,467
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021. 65,355 65,355
    (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 49,190
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		49,190
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 49,190
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    20 CHILDREN WITH
    FINANCIAL NEED
    SHERIDAN COUNTY,WY82801     		NONE INDIVIDUAL MEDICAL & DENTAL EXPENSES 56,808
    SHERIDAN COMMUNITY EDUCATION FDN
    1977 EDWARDS DRIVE UNIT A
    SHERIDAN,WY82801     		NONE EXEMPT ORG. PARENT LIASON GRANT 20,000
    SHERIDAN COUNTY YMCA
    417 N JEFFERSOAN ST
    SHERIDAN,WY82801     		NONE EXEMPT ORG. YOUTH CENTER CAMPAIGN 25,000
    SHERIDAN COUNTY YMCA
    417 N JEFFERSOAN ST
    SHERIDAN,WY82801     		NONE EXEMPT ORG. GIVE YOUR HEART TO A CHILD CAMPAIGN 2,500
    SHERIDAN HEALTH CENTER
    31 E WHITNEY ST
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPORT OPERATIONS 5,000
    SHERIDAN MEMORIAL HOSPITAL FOUND
    PO BOX 391
    SHERIDAN,WY82801     		NONE EXEMPT ORG. TRANSITIONAL CARE UNIT 100,000
    SHERIDAN MEMORIAL HOSPITAL FOUND
    PO BOX 391
    SHERIDAN,WY82801     		NONE EXEMPT ORG. TCU ROOM NAMING RIGHTS 20,000
    THE FOOD GROUP
    1 S TSCHIRGI
    SHERIDAN,WY82801     		NONE EXEMPT ORG. SUPPLEMENT MEALS FOR CHILDREN 5,000
    CHAPS
    1590 SUGARLAND DR STE B
    SHERIDAN,WY82801     		NONE EXEMPT ORG CDC CHILDREN PROGRAMS 2,950
    UPRISING
    532 VAL VISTA ST STE 106
    SHERIDAN,WY82801     		NONE EXEMPT ORG MATCH FOR TRAINING 1,500
    VOLUNTEERS OF AMERICA
    1876 S SHERIDAN AVE
    SHERIDAN,WY82801     		NONE EXEMPT ORG CAMP POSTCARD - YOUTH INDEP LIVING 10,000
    Total .................................bullet 3a 248,758
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 715,093  
    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) ..   898,005  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    898,005
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    BF & ROSE H PERKINS FOUNDATION
          		Employer identification number
    83-0138740
    Part I
    Contributors
    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

    		$ 37,800


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    SCOTT FOUNDATION
    4 S MAIN ST
     
    SHERIDAN, WY82801

    		$ 9,300


    (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.)
    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 5,577 1,115   4,462

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

    TY 2021 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 1992-10-31 336 301 S/L 31.5000 10 10    
    CARPET 1992-10-31 3,522 3,154 S/L 31.5000 112 112    
    DRAPES 1992-10-31 2,694 2,412 S/L 31.5000 86 86    
    PAINTING & DRAPES 1992-11-30 2,664 2,379 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 1,162 200DB 5.0000        
    CLOUD BASED SERVER 2015-04-06 9,200 9,200 200DB 5.0000        

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Name of Bond End of Year Book Value End of Year Fair Market Value
    EATON VANCE FL RATE ADV 295,601 295,601
    GOLDMAN SACHS 4% 161,020 161,020
    ISHARES PREFERRED & INCOME SECUR. 311,221 311,221
    JP MORGAN CHASE & CO 3.25% 102,890 102,890
    VANGUARD HIGH YIELD CORPORA 478,163 478,163
    VANGUARD INT-TERM TREASURY FD    
    VANGUARD INTERMEDIATE TERM CORP 205,000 205,000
    VANGUARD SHORT-TERM CORP 119,371 119,371
    WELLS FARGO & CO. 3.45% 104,216 104,216
    ISHARES JP MORGAN USD EMERGING 66,090 66,090

    TY 2021 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 20,548 20,548
    ACTIVISION BLIZZARD INC 30,870 30,870
    ALEXION PHARMACEUTICALS INC    
    ALPHABET INC 57,941 57,941
    AMAZON.COM INC 60,018 60,018
    AMERICAN EXPRESS CO 27,485 27,485
    AMERICAN FUNDS EUROPACIFIC GROWTH FU 211,878 211,878
    APPLE INC 78,308 78,308
    BERKSHIRE HATHAWAY INC 30,498 30,498
    BRISTOL-MYERS SQUIBB CO 25,189 25,189
    CISCO SYSTEMS INC 35,487 35,487
    CITIGROUP INC 21,982 21,982
    COMCAST CORP 23,605 23,605
    COMMUNICATION SERVICES SELECT SECTOR 42,336 42,336
    CONSUMER DISCRETIONARY SELECT SECTOR 12,880 12,880
    CONSUMER STAPLES SELECT SECTOR SPDR 27,528 27,528
    COSTCO WHOLESALE CORP 28,953 28,953
    DFA EMERGING MARKETS SMALL CAP PORTF 211,879 211,879
    DFA GLOBAL REAL ESTATE SECURITIES PO 657,691 657,691
    DFA US SMALL CAP EQUITIES    
    EMERSON ELECTRIC CO 14,968 14,968
    ENERGY SELECT SECTOR SPDR FUND 54,723 54,723
    EXELON CORP    
    FACEBOOK INC    
    FEDEX CORP 20,174 20,174
    FIDELITY INTERNATIONAL INDEX FUND 349,759 349,759
    FINANCIAL SELECT SECTOR SPDR FUND 46,899 46,899
    GOLDMAN SACHS GROUP INC 24,866 24,866
    GOLDMAN SACHS INTERNATIONAL SMALL CA 191,969 191,969
    HEALTH CARE SELECT SECTOR SPDR FUND 154,415 154,415
    HONEYWELL INTERNATIONAL INC 21,477 21,477
    INDUSTRIAL SELECT SECTOR SPDR FUND 56,291 56,291
    INTERCONTINENTAL EXCHANGE INC 22,157 22,157
    INVESCO DEVELOPING MARKETS FUND 251,269 251,269
    ISHARES CHINA LARGE-CAP ETF 368,105 368,105
    ISHARES CORE MSCI EUROPE ETF 170,518 170,518
    ISHARES CORE S&P 500 ETF 300,027 300,027
    ISHARES CORE S&P MID-CAP ETF 278,834 278,834
    ISHARES CORE S&P SMALL-CAP ETF 426,664 426,664
    JPMORGAN CHASE & CO 27,078 27,078
    KLA CORP    
    LOWE'S COS INC 61,518 61,518
    MASCO CORP 21,909 21,909
    MATERIALS SELECT SECTOR SPDR FUND 31,351 31,351
    MCDONALD'S CORP 26,003 26,003
    META PLATFORMS INC 27,917 27,917
    MICROSOFT CORP 93,833 93,833
    MONDELEZ INTERNATIONAL INC 28,531 28,531
    NIKE INC 52,334 52,334
    PALO ALTO NETWORKS INC 28,951 28,951
    PEPSICO INC 20,100 20,100
    QUALCOMM INC 20,664 20,664
    REAL ESTATE SELECT SECTOR SPDR FUND 37,407 37,407
    SALESFORCE.COM INC 30,241 30,241
    SKYWORKS SOLUTIONS INC 25,443 25,443
    SPDR S&P SEMICONDUCTOR ETF 82,671 82,671
    TECHNOLOGY SELECT SECTOR SPDR FUND 101,192 101,192
    UNION PACIFIC CORP 26,453 26,453
    UNITEDHEALTH GROUP INC 38,163 38,163
    UTILITIES SELECT SECTOR SPDR FUND 23,979 23,979
    VANGUARD 500 INDEX FUND 675,575 675,575
    VANGUARD EMERGING MARKETS STOCK INDE 232,782 232,782
    WALMART INC 34,277 34,277
    WALT DISNEY CO 22,149 22,149

    TY 2021 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    

    TY 2021 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 52,702 4,449 10,000


    TY 2021 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 396     396


    TY 2021 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 2021 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 235 118   117
    INSURANCE 3,250 1,625   1,625
    OFFICE EXPENSE 11,596 2,319   9,277
    POSTAGE & DELIVERY 962 192   770
    TELEPHONE 1,895 379   1,516
    WORKERS COMPENSATION 335     335


    TY 2021 OtherIncreasesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 199,817


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

    TY 2021 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   1,036,753       0 %   EDUCATIONAL PURPOSES    

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 45,429 45,429    
    HEALTHY HABITS HEALTHY KIDS PROG 51,165     51,165


    TY 2021 TaxesSchedule
    Name:
    BF & ROSE H PERKINS FOUNDATION
    EIN:
    83-0138740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 2,984