Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,140,637J 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) 116,768
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 219,380 219,380  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 89,288
b Gross sales price for all assets on line 6a 1,564,807
7 Capital gain net income (from Part IV, line 2)... 89,288
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........ 425,436 308,668  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 1,500   10,500
14 Other employee salaries and wages...... 54,894     54,894
15 Pension plans, employee benefits....... 4,199     4,199
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
520     520
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,680 1,936   7,744
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
91,864 40,246   51,618
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,813      
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
92 92  
20 Occupancy.............. 11,200 2,240   8,960
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,864 4,155   13,589
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 215,126 50,169   152,024
25 Contributions, gifts, grants paid....... 275,373 275,373
26 Total expenses and disbursements. Add lines 24 and 25 490,499 50,169   427,397
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,063
b Net investment income (if negative, enter -0-) 258,499
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 34,217 27,037 27,037
2 Savings and temporary cash investments......... 873,415 728,372 728,372
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow1,094,148
Less: allowance for doubtful accounts right arrow   1,038,102 Click to see attachment
List of Attached Documents:
// Content
1,094,148 		1,094,148
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 11,093 3,937 3,937
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,380,389 Click to see attachment
List of Attached Documents:
// Content
5,856,300 		5,856,300
c Investments—corporate bonds (attach schedule)....... 1,497,034 Click to see attachment
List of Attached Documents:
// Content
1,420,842 		1,420,842
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,279    
14 Land, buildings, and equipment: basis right arrow57,152
Less: accumulated depreciation (attach schedule) right arrow53,379 3,865 Click to see attachment
List of Attached Documents:
// Content
3,773 		10,000
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1 		Click to see attachment
List of Attached Documents:
// Content
1 		Click to see attachment
List of Attached Documents:
// Content
1
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,839,395 9,134,410 9,140,637
Liabilities 17 Accounts payable and accrued expenses.......... 1,705 1,754
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,705 1,754
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 8,218,391 8,513,357
29 Total net assets or fund balances (see instructions)..... 8,837,690 9,132,656
30 Total liabilities and net assets/fund balances (see instructions). 8,839,395 9,134,410
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
8,837,690
2
Enter amount from Part I, line 27a .....................
2
-65,063
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
360,029
4
Add lines 1, 2, and 3 ..........................
4
9,132,656
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,132,656
Form 990-PF (2024)
Form 990-PF (2024)
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 5054.085-NORTHERN MULTI-MANAGER GLOB P 2023-04-05 2024-01-29
b 103-ISHARES CORE S&P MID-CAP ETF P 2021-02-02 2024-03-19
c 1211.815-DFA GLOBAL REAL ESTATE SECU P 2017-12-28 2024-06-06
d 101-AMAZON.COM INC P 2023-06-20 2024-11-29
e 2555.223-NORTHERN MULTI-MANAGER GLOB P 2023-04-25 2024-01-29
5576.208-VANGUARD HIGH-YIELD CORPORA P 2023-04-25 2024-03-20
9399.617-DFA GLOBAL REAL ESTATE SECU P 2019-04-10 2024-06-06
6183.661-GMO RESOURCES FUND P 2023-04-05 2024-12-19
91-THE WALT DISNEY COMPANY P 2015-09-03 2024-03-19
1964.92-GOLDMAN SACHS EMERGING MARKE P 2013-09-09 2024-03-20
143-INDUSTRIAL SELECT SECTOR SPDR FU P 2020-11-09 2024-07-22
272.126-GMO RESOURCES FUND P 2023-04-25 2024-12-19
362-FINANCIAL SELECT SECTOR SPDR FUN P 2018-11-01 2024-03-19
4212.3-NORTHERN MULTI-MANAGER GLOBAL P 2023-04-05 2024-03-20
94-INDUSTRIAL SELECT SECTOR SPDR FUN P 2023-08-09 2024-07-22
222-FINANCIAL SELECT SECTOR SPDR FUN P 2020-03-19 2024-03-19
150000-GOLDMAN SACHS GROUP 4% 03 MAR P 2019-11-20 2024-03-04
823.218-NORTHERN MULTI-MANAGER GLOBA P 2023-04-05 2024-07-30
59-AMAZON INC P 2019-11-01 2024-03-19
66.909-GOLDMAN SACHS INTERNATIONAL S P 2013-09-09 2024-04-30
312-VANGUARD INTERMEDIATE-TERM TREAS P 2022-10-14 2024-08-12
475-ISHARES CURRENCY HEDGED MSCI EAF P 2023-02-28 2024-03-19
295.238-GOLDMAN SACHS INTERNATIONAL P 2014-02-11 2024-04-30
2368-VANGUARD INTERMEDIATE-TERM TREA P 2023-03-14 2024-08-12
119-ENERGY SELECT SECTOR SPDR FUND P 2021-01-13 2024-03-19
3529.526-GOLDMAN SACHS INTERNATIONAL P 2014-09-24 2024-04-30
1242-VANGUARD INTERMEDIATE-TERM TREA P 2023-04-25 2024-08-12
17-COSTCO WHOLESALE CORP P 2021-03-24 2024-03-19
477.046-GOLDMAN SACHS INTERNATIONAL P 2015-02-13 2024-04-30
7511.593-ARTISAN HIGH INCOME FUND P 2022-09-19 2024-08-12
86-TECHNOLOGY SELECT SECTOR SPDR FUN P 2020-01-10 2024-03-19
1319.803-GOLDMAN SACHS INTERNATIONAL P 2018-02-28 2024-04-30
65-GOLDMAN SACHS GROUP INC P 2018-11-01 2024-10-18
98-HEALTH CARE SELECT SECTOR SPDR FU P 2021-02-08 2024-03-19
2678.838-GOLDMAN SACHS INTERNATIONAL P 2023-06-20 2024-04-30
424-CHARLES SCHWAB CORP P 2023-04-12 2024-10-18
21-ISHARES CORE S&P 500 ETF P 2020-03-10 2024-03-19
8222.299-GOLDMAN SACHS INTERNATIONAL P 2013-09-09 2024-05-07
314-NIKE INC P 2016-10-12 2024-11-27
8-ISHARES CORE S&P 500 ETF P 2020-04-28 2024-03-19
1074.506-DFA GLOBAL REAL ESTATE SECU P 2019-04-10 2024-06-05
111-COMCAST CORP P 2020-01-10 2024-11-27
190-COMMUNICATION SERVICES SELECT SE P 2018-08-13 2024-03-19
5673.71-DFA GLOBAL REAL ESTATE SECUR P 2017-04-13 2024-06-06
358-COMCAST CORP P 2020-01-24 2024-11-27
410-ISHARES CORE S&P MID-CAP ETF P 2021-02-02 2024-03-19
5504.587-DFA GLOBAL REAL ESTATE SECU P 2017-06-27 2024-06-06
101-AMAZON.COM INC P 2023-06-20 2024-11-29
(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 58,830   60,902 -2,072
b 6,032   4,966 1,066
c 12,082   13,269 -1,187
d 20,844   12,689 8,155
e 29,743   31,072 -1,329
30,000   29,164 836
93,714   108,942 -15,228
113,903   150,201 -36,298
10,433   9,271 1,162
16,820   15,267 1,553
17,936   12,116 5,820
5,013   6,493 -1,480
14,846   9,560 5,286
50,000   50,758 -758
11,790   10,273 1,517
9,105   4,304 4,801
150,000   160,020 -10,020
10,241   9,920 321
10,340   5,277 5,063
842   652 190
18,640   17,983 657
16,246   13,863 2,383
3,714   3,100 614
141,472   140,300 1,172
10,947   5,121 5,826
44,401   36,460 7,941
74,201   75,064 -863
12,466   5,778 6,688
6,001   4,780 1,221
67,379   65,802 1,577
17,702   8,148 9,554
16,603   13,343 3,260
34,413   14,756 19,657
14,231   11,328 2,903
33,700   31,262 2,438
30,274   22,028 8,246
10,863   5,801 5,062
106,479   80,167 26,312
24,613   16,521 8,092
4,138   2,306 1,832
10,691   12,454 -1,763
4,728   5,032 -304
15,261   9,355 5,906
56,567   61,276 -4,709
15,248   15,917 -669
24,010   19,769 4,241
54,881   60,000 -5,119
20,798   12,689 8,109
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       -2,072
b       1,066
c       -1,187
d       8,155
e       -1,329
      836
      -15,228
      -36,298
      1,162
      1,553
      5,820
      -1,480
      5,286
      -758
      1,517
      4,801
      -10,020
      321
      5,063
      190
      657
      2,383
      614
      1,172
      5,826
      7,941
      -863
      6,688
      1,221
      1,577
      9,554
      3,260
      19,657
      2,903
      2,438
      8,246
      5,062
      26,312
      8,092
      1,832
      -1,763
      -304
      5,906
      -4,709
      -669
      4,241
      -5,119
      8,109
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 89,288
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 3 632
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 right arrow 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) 1 3,593
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 3,593
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 3,593
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,530
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 7,530
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,933
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,933 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowWY
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrowWWW.PERKINSFOUNDATION.ORG
14
The books are in care ofright arrowBF ROSE H PERKINS FOUNDATION Telephone no.right arrow (307) 674-8871

Located atright arrow45 EAST LOUCKS STSHERIDANWY ZIP+4right arrow82801
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
000.00 		2,400 0 0
PO BOX 1064
SHERIDAN,WY82801
MELISSA K WATT DDS TRUSTEE
000.00 		2,400 0 0
PO BOX 1064
SHERIDAN,WY82801
DAVID GARBER CHAIRMAN
000.00 		2,400 0 0
PO BOX 1064
SHERIDAN,WY82801
GENE BARD VICE CHAIRMA
000.00 		2,400 0 0
PO BOX 1064
SHERIDAN,WY82801
CODY SINCLAIR TRUSTEE
000.00 		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...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow  
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 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 51,618
2 MEDICAL, DENTAL AND EYECARE EXPENSE ASSISTANCE TO 31 CHILDREN. 38,373
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 20 STUDENTS 70,750
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow70,750
Form 990-PF (2024)
Form 990-PF (2024)
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
7,177,089
b
Average of monthly cash balances.......................
1b
753,950
c
Fair market value of all other assets (see instructions)................
1c
5,000
d
Total (add lines 1a, b, and c).........................
1d
7,936,039
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
7,936,039
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
119,041
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,816,998
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
390,850
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
390,850
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,593
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,593
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
387,257
4
Recoveries of amounts treated as qualifying distributions................
4
14,704
5
Add lines 3 and 4............................
5
401,961
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
401,961
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
427,397
b
Program-related investments—total from Part VIII-B..................
1b
70,750
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
498,147
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 401,961
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 82,431
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 498,147
a Applied to 2023, but not more than line 2a 82,431
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 2024 distributable amount..... 401,961
e Remaining amount distributed out of corpus 13,755
5 Excess distributions carryover applied to 2024.    
(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 13,755
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		13,755
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 13,755
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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
31 CHILDREN WITH


FINANCIAL NEED
SHERIDAN COUNTY,WY82801 		NONE INDIVIDUAL MEDICAL & DENTAL EXPENSES 38,373
ACADEMICS FOR ALL


PO BOX 587
SHERIDAN,WY82801 		NONE EXEMPT RECOGNIZED OUTSTANDING SHS SENIORS 1,000
BIG HORN EDUCATION FUND


PO BOX 615
BIG HORN,WY82833 		NONE EXEMPT BIG HORN HIGH SCHOOL SCHOLARSHIPS 6,000
CHAPS


1590 SUGARLAND DR STE B
SHERIDAN,WY82801 		NONE EXEMPT ORG CDC CHILDREN PROGRAMS 4,500
CHILD DEVELOPMENT CENTER


345 S LINDEN AVE
SHERIDAN,WY82801 		NONE EXEMPT ORG PROJECT DIFFERENCE MAKER 50,000
ROOTED IN WYOMING


PO BOX 382
SHERIDAN,WY82801 		NONE EXEMPT ORG GARDEN PROGRAMS 250
SCIENCE KIDS


PO BOX 4045
SHERIDAN,WY82801 		NONE EXEMPT YOUTH CAMP SCHOLARSHIPS 4,000
SHERIDAN COMMUNITY EDUCATION FDN


1977 EDWARDS DRIVE UNIT A
SHERIDAN,WY82801 		NONE EXEMPT ORG. PARENT LIASON GRANT 10,000
SHERIDAN COMMUNITY LAND TRUST


14 LANE LN
SHERIDAN,WY82801 		NONE EXEMPT YOUTH UNPLUG PROGRAM 1,500
SHERIDAN COUNTY YMCA


417 N JEFFERSOAN ST
SHERIDAN,WY82801 		NONE EXEMPT ORG. GIVE YOUR HEART TO A CHILD CAMPAIGN 6,000
SHERIDAN FOSTER PARENT EXCHANGE


72 E RIDGE ROAD UNIT 1K
SHERIDAN,WY82801 		NONE EXEMPT BUILDING ACQUISITION 8,750
SHERIDAN MEMORIAL HOSPITAL FOUND


PO BOX 391
SHERIDAN,WY82801 		NONE EXEMPT ORG. GROWING FOR YOU 125,000
SHERIDAN PEOPLE ASSISTANCE FOOD BAN


2560 N MAIN ST
SHERIDAN,WY82801 		NONE EXEMPT CHRISTMAS FOOD ASSISTANCE 3,000
SHERIDAN RECREATION DISTRICT


1579 THORNE-RIDER PARK
SHERIDAN,WY82801 		NONE EXEMPT ORG UNRESTRICTED 1,000
STORY COMMUNITY LIBRARY


20 NORTH PINEY ROAD
BANNER,WY82832 		NONE EXEMPT ORG UNRESTRICTED 1,000
THE FOOD GROUP


1 S TSCHIRGI
SHERIDAN,WY82801 		NONE EXEMPT ORG. SUPPLEMENT MEALS FOR CHILDREN 5,000
VOLUNTEERS OF AMERICA


1876 S SHERIDAN AVE
SHERIDAN,WY82801 		NONE EXEMPT ORG CAMP POSTCARD - YOUTH INDEP LIVING 10,000
Total .................................right arrow 3a 275,373
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 219,380  
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 89,288  
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) ..   308,668  
13Total. Add line 12, columns (b), (d), and (e)..................
13
308,668
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 9,680 1,936   7,744

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

TY 2024 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 1992-10-31 336 333 S/L 31.5000 3 3    
CARPET 1992-10-31 3,522 3,490 S/L 31.5000 32 32    
DRAPES 1992-10-31 2,694 2,669 S/L 31.5000 25 25    
PAINTING & DRAPES 1992-11-30 2,664 2,632 S/L 31.5000 32 32    
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 2024 InvestmentsCorpBondsSchedule
Name:
BF & ROSE H PERKINS FOUNDATION
EIN:
83-0138740
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES PREFERRED & INCOME SECUR. 69,513 69,513
VANGUARD HIGH YIELD CORPORA 82,154 82,154
ISHARES JP MORGAN USD EMERGING    
VANGUARD INTERMEDIATE-TERM TREASURY 75,806 75,806
WELLS FARGO & CO. 3.45%    
GOLDMAN SACHS 4%    
VANGUARD INTERMEDIATE TERM CORP 433,940 433,940
ARTISAN HIGH INCOME FUND 68,508 68,508
ISHARES IBONDS DEC 2032 TERM CORPORA 170,733 170,733
ISHARES IBONDS DEC 2033 TERM CORPORA 169,425 169,425
DOUBLELINE TOTAL RETURN BOND FUND 250,652 250,652
VANGUARD MORTGAGE-BACKED SECURITIES 100,111 100,111

TY 2024 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 16,514 16,514
ACTIVISION BLIZZARD INC    
ALPHABET INC 75,720 75,720
AMAZON.COM INC 94,118 94,118
AMERICAN EXPRESS CO 49,861 49,861
AMERICAN FUNDS EUROPACIFIC GROWTH FU    
APPLE INC 110,435 110,435
BERKSHIRE HATHAWAY INC 46,235 46,235
BLACKSTONE INC 44,657 44,657
BRISTOL-MYERS SQUIBB CO 22,850 22,850
CHARLES SCHWAB CORP    
CISCO SYSTEMS INC 57,246 57,246
CITIGROUP INC 25,622 25,622
COMCAST CORP    
COMMUNICATION SERVICES SELECT SECTOR 81,901 81,901
CONSUMER DISCRETIONARY SELECT SECTOR 14,134 14,134
CONSUMER STAPLES SELECT SECTOR SPDR 28,064 28,064
COSTCO WHOLESALE CORP 31,153 31,153
DFA EMERGING MARKETS SMALL CAP PORTF 140,676 140,676
DFA GLOBAL REAL ESTATE SECURITIES PO 220,961 220,961
EMERSON ELECTRIC CO 19,953 19,953
ENERGY SELECT SECTOR SPDR FUND 74,267 74,267
FEDEX CORP 10,972 10,972
FIDELITY INTERNATIONAL INDEX FUND 347,986 347,986
FIDELITY EMERGING MARKETS 344,701 344,701
FIDELITY REAL ESTATE INCOME FUND 222,113 222,113
FINANCIAL SELECT SECTOR SPDR FUND 60,509 60,509
FLEXSHARES GLOBAL UPSTREAM NATURAL 119,370 119,370
GLOBAL X US INFRASTRUCTURE DEVELOPME 220,881 220,881
GMO RESOURCES FUND 116,612 116,612
GOLDMAN SACHS EMERGING MARKETS 288,686 288,686
GOLDMAN SACHS GROUP INC    
GOLDMAN SACHS INTERNATIONAL SMALL CA    
HEALTH CARE SELECT SECTOR SPDR FUND 104,140 104,140
HONEYWELL INTERNATIONAL INC 43,597 43,597
INDUSTRIAL SELECT SECTOR SPDR FUND 53,495 53,495
INTERCONTINENTAL EXCHANGE INC 24,140 24,140
INVESCO DEVELOPING MARKETS FUND    
INVESCO QQQ TRUST SERIES 1    
ISHARES S&P 500 EQUAL WEIGHT ETF 247,074 247,074
ISHARES BIOTECHNOLOGY ETF 32,259 32,259
ISHARES CORE MSCI EUROPE ETF    
ISHARES CORE S&P 500 ETF 216,634 216,634
ISHARES CORE S&P MID-CAP ETF 454,365 454,365
ISHARES CORE S&P SMALL-CAP ETF 229,403 229,403
ISHARES CURRENCY HEDGED MSCI EAFE 363,068 363,068
ISHARES SEMICONDUCTOR ETF 37,064 37,064
JPMORGAN CHASE & CO 40,990 40,990
LOWE'S COS INC 58,738 58,738
MASCO CORP 22,642 22,642
MATERIALS SELECT SECTOR SPDR FUND 38,704 38,704
MCDONALD'S CORP 48,412 48,412
META PLATFORMS INC    
MICROSOFT CORP 93,995 93,995
MONDELEZ INTERNATIONAL INC 25,564 25,564
NIKE INC    
NORTHERN MULTI-MANAGER GLOBAL LISTED 209,628 209,628
PALO ALTO NETWORKS INC 56,772 56,772
PEPSICO INC 17,487 17,487
PFIZER INC 25,310 25,310
QUALCOMM INC 17,359 17,359
REAL ESTATE SELECT SECTOR SPDR FUND 49,495 49,495
SALESFORCE.COM INC 39,785 39,785
SKYWORKS SOLUTIONS INC 14,544 14,544
SPDR S&P REGIONAL BANKING ETF 34,641 34,641
SPDR S&P SEMICONDUCTOR ETF 44,224 44,224
TECHNOLOGY SELECT SECTOR SPDR FUND 115,330 115,330
UNION PACIFIC CORP 23,944 23,944
UNITEDHEALTH GROUP INC 38,445 38,445
UTILITIES SELECT SECTOR SPDR FUND 52,150 52,150
VANGUARD 500 INDEX FUND    
VANGUARD EMERGING MARKETS STOCK INDE    
WALMART INC 63,968 63,968
WALT DISNEY CO 32,737 32,737

TY 2024 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 2024 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 57,152 53,379 3,773 10,000


TY 2024 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 520     520


TY 2024 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 1


TY 2024 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 1,121 561   561
INSURANCE 1,056 528   528
OFFICE EXPENSE 8,989 1,798   7,191
POSTAGE & DELIVERY 533 107   426
TELEPHONE 3,400 680   2,720
WORKERS COMPENSATION 421     421
ADVERTISING & PROMOTIONS        
DUES & SUBSCRIPTIONS 2,101 420   1,681
MEALS 50% 243 61   61


TY 2024 OtherIncreasesSchedule
Name:
BF & ROSE H PERKINS FOUNDATION
EIN:
83-0138740
Description Amount
UNREALIZED GAIN ON INVESTMENTS 360,029


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TY 2024 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   1,094,148       0 %   EDUCATIONAL PURPOSES    

TY 2024 OtherProfessionalFeesSchedule
Name:
BF & ROSE H PERKINS FOUNDATION
EIN:
83-0138740
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 40,246 40,246    
HEALTHY HABITS HEALTHY KIDS PROG 51,618     51,618


TY 2024 TaxesSchedule
Name:
BF & ROSE H PERKINS FOUNDATION
EIN:
83-0138740
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 12,813