BRINKERHOFF SAMPLE FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRINKERHOFF SAMPLE FAMILY FOUNDATION (EIN 20-1389996)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-20
- IRS object ID
- 201822329349100357
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-20T15:18:45-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R STEFFORIA | PreparerPersonNm |
| PTIN | P00051354 | PTIN |
| Phone | 7347478863 | PhoneNum |
| Preparation | 2018-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $209,215 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $17,110 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,563 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $520 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $155 | CashEOYAmt |
| Cash EOYFMV | $155 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $63,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,208 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $123,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $160,428 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $200,852 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $186,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $209,215 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $186,645 | RetainedEarningBOYAmt |
| Retained Earning EOY | $168,791 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $186,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $168,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $186,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $168,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $186,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,555 | ExcessRevenueOverExpensesAmt |
| Subtotal | $169,090 | SubtotalAmt |
| Other Decreases | $299 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $168,791 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,753 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $159,581 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.211510 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,582 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $145,587 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.216929 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,857 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $163,057 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134045 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,967 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $157,628 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.190112 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,607 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $144,576 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.197868 | DistributionYr5Rt |
| Total Distribution | 0.950464 | TotalDistributionRt |
| Average Distribution | 0.190093 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $175,052 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,276 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,312 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,333 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $36 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36 | SubtotalAmt |
| Tax Based On Investment Income | $36 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $36 | 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 |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 |
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. | 1.00 | $0 | $0 | $0 |
| WILLIAM F BRINKERHOFF | ||||||||
| 534 GLENDALE CIRCLE | ANN ARBOR | MI | 48103 | PRESIDENT | 1.00 | $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 | $141,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $177,718 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $177,718 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $175,052 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,753 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,753 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36 | TotalTaxAmt |
| Distributable Before Adj | $8,717 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,717 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,717 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,333 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,333 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $36 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,297 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,717 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,646 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,900 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,618 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,788 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,333 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,616 | RemainingDistriFromCorpusAmt |
| Total Corpus | $174,568 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,646 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $145,922 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,000 | ExcessFromYear4Amt |
| Excess From Year3 | $21,900 | ExcessFromYear3Amt |
| Excess From Year2 | $31,618 | ExcessFromYear2Amt |
| Excess From Year1 | $33,788 | ExcessFromYear1Amt |
| Excess From Current Year | $28,616 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM BRINKERHOFF | ContributingManagerNm |
| Contributing Manager | KATHLEEN SAMPLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| FIRST PRESBYTERIAN CHURCH OF ANN AR | |||||||
| 1432 WASHTENAW AVE | ANN ARBOR | MI | 48104 | 501(C)(3) | COMMUNITY SUPPORT | $500 | |
| PEACE NEIGHBORHOOD CENTER | |||||||
| 1111 NORTH MAPLE ROAD | ANN ARBOR | MI | 48103 | 501(C)(3) | COMMUNITY SUPPORT | $1,000 | |
| UNITED WAY | |||||||
| 2305 PLATT ROAD | ANN ARBOR | MI | 48104 | 501(C)(3) | COMMUNITY SUPPORT | $27,833 | |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 481091288 | 501(C)(3) | COMMUNITY SUPPORT | $8,000 | SUITE 8000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,333 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,188 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM BRINKERHOFF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $17,110 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2000 SHARES CERENIS STOCK | NoncashPropertyDesc |
| Fair Market Value | $17,110 | FairMarketValueAmt |
| Received | 2017-01-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $520 | Amt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 2000 SHARES CERENIS THERA | AssetDesc |
| Acquired | 2017-01 | AcquiredDt |
| How Acquired | DONATION | HowAcquiredTxt |
| Sold | 2017-01 | SoldDt |
| Gross Sales Price | $16,861 | GrossSalesPriceAmt |
| Basis | $17,110 | BasisAmt |
| Sales Expense | $126 | SalesExpenseAmt |
| Total Net | -$375 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERM TERM | $51,707 | $50,505 |
| VANGUARD S/T INVESTMENT GRADE FUND | $41,270 | $40,679 |
| VANGUARD SMALL CAP | $5,731 | $11,049 |
| VANGUARD 500 INDEX | $21,288 | $44,214 |
| ISHARES TR MSCI EAFE FUND | $33,111 | $43,311 |
| ISHARES TR MSCI EAFE SMALL CAP | $7,321 | $11,094 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES & PENALTIES | Desc |
| Amt | $299 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BRINKERHOFF KATHY SAMPLE | PersonNm |
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 |