BRINKERHOFF SAMPLE FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRINKERHOFF SAMPLE FAMILY FOUNDATION (EIN 20-1389996)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-02
- IRS object ID
- 202131539349100403
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-02T08:01:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200436877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEFFORIA PETIK & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2178 S STATE ST STE D | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481048107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201389996 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINKERHOFF-SAMPLE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIN | BusinessNameControlTxt |
| Phone | 7343321131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 GLENDALE CIRCLE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F BRINKERHOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7343321131 | PhoneNum |
| Signature | 2021-05-24 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | BRINKERHOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R STEFFORIA | PreparerPersonNm |
| PTIN | P00051354 | PTIN |
| Phone | 7347478863 | PhoneNum |
| Preparation | 2021-05-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $155,068 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $311 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,135 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $560 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $560 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $73 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $73 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,633 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,502 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149 | CashBOYAmt |
| Cash EOY | $72 | CashEOYAmt |
| Cash EOYFMV | $72 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,940 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,961 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $130,487 | CorporateStockBOYAmt |
| Corporate Stock EOY | $109,360 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $150,035 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $136,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,068 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $136,576 | RetainedEarningBOYAmt |
| Retained Earning EOY | $114,393 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $136,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $136,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $136,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $114,393 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $114,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $49 | SubtotalAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $49 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM F BRINKERHOFF | IndividualWithBooksNm |
| Phone | 7343321131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 GLENDALE CIRCLE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN SAMPLE | ||||||||
| 534 GLENDALE CIRCLE | ANN ARBOR | MI | 48103 | SEC./TREAS. | 000.00 | $0 | $0 | $0 |
| WILLIAM F BRINKERHOFF | ||||||||
| 534 GLENDALE CIRCLE | ANN ARBOR | MI | 48103 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,485 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $125,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49 | TotalTaxAmt |
| Distributable Before Adj | $6,131 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,131 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,131 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,131 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,618 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,788 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,616 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,702 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,564 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $131,288 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,131 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,869 | RemainingDistriFromCorpusAmt |
| Total Corpus | $160,157 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,618 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $128,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,788 | ExcessFromYear4Amt |
| Excess From Year3 | $28,616 | ExcessFromYear3Amt |
| Excess From Year2 | $20,702 | ExcessFromYear2Amt |
| Excess From Year1 | $16,564 | ExcessFromYear1Amt |
| Excess From Current Year | $28,869 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNITED WAY | ||||||
| 2305 PLATT ROAD | ANN ARBOR | MI | 48104 | 501(C)(3) | COMMUNITY SUPPORT | $21,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 1432 WASHTENAW | ANN ARBOR | MI | 48104 | 501(C)(3) | COMMUNITY SUPPORT | $14,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $311 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,315 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,315 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,450 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $560 | Amt |
| Net Investment Income | $560 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PRIVATE FOUNDATIONS THAT RECEIVE ONLY CONTRIBUTIONS FROM ITS MEMBERS OR DIRECTORS IS EXEMPT FROM THE STATE OF MICHIGAN CHARITABLE SOLICITATION FILING REQUIREMENTS. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF | 2004-09 | PURCHASE | 2020-10 | $2,580 | $1,965 | $615 |
| VANGUARD INTERM TERM TREASURY | PURCHASE | 2020-08 | $10,000 | $9,335 | $665 | |
| VANGUARD SHORT TERM INVESTMENT | 2004-09 | PURCHASE | 2020-10 | $5,192 | $5,107 | $85 |
| VANGUARD SMALL CAP GROWTH | 2004-09 | PURCHASE | 2020-10 | $2,670 | $1,028 | $1,642 |
| VANGUARD 500 INDEX ADMIRAL | PURCHASE | 2020-08 | $10,000 | $3,692 | $6,308 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERM TERM | $32,994 | $34,107 |
| VANGUARD S/T INVESTMENT GRADE FUND | $29,215 | $29,887 |
| VANGUARD SMALL CAP | $2,835 | $9,089 |
| VANGUARD 500 INDEX | $11,119 | $32,427 |
| ISHARES TR MSCI EAFE FUND | $26,795 | $35,093 |
| ISHARES TR MSCI EAFE SMALL CAP | $6,402 | $9,432 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $73 | Amt |
| Net Investment Income | $73 | NetInvestmentIncomeAmt |