BRINKERHOFF SAMPLE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BRINKERHOFF SAMPLE FAMILY FOUNDATION (EIN 20-1389996)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-10
- IRS object ID
- 201522229349100512
- Schema version
- 2014v5.0
- 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
- 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 | 2015-08-10T11:28:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 LINCOLN | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F BRINKERHOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2015-07-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R STEFFORIA | PreparerPersonNm |
| PTIN | P00051354 | PTIN |
| Phone | 7347478863 | PhoneNum |
| Preparation | 2015-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $176,011 | 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 |
| Dividends Rev And Expnss | $4,053 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,053 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $220 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,273 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $440 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,340 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,273 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,519 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,488 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $162,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $145,743 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $176,011 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $172,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $176,011 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $172,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $158,231 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $172,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $158,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $172,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $158,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $172,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,585 | ExcessRevenueOverExpensesAmt |
| Subtotal | $158,265 | SubtotalAmt |
| Other Decreases | $34 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $158,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $220 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,967 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $28,607 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $10,091 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $11,613 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $25,546 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $43 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,900 | 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 | $43 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43 | SubtotalAmt |
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $43 | 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 |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 | 7347478863 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 LINCOLN AVE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48104 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F BRINKERHOFF | ||||||||
| 1011 LINCOLN | ANN ARBOR | MI | 48104 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHLEEN SAMPLE | ||||||||
| 1011 LINCOLN | ANN ARBOR | MI | 48104 | SEC./TREAS. | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO THE UNIVERSITY OF MICHIGAN FOR THE MICHIGANIA CAPITAL CAMPAIGN AND THE WOMAN'S TRACK AND FIELD PROGRAM | Description1Txt |
| Expenses1 | $20,000 | Expenses1Amt |
| Description2 | DONATION TO THE UNITED WAY, THE YMCA, PEACE NEIGHBORHOOD CENTER, AND UMRC FOUNDATION IN SUPPORT OF EDUCATION, INCOME AND HEALTH. | Description2Txt |
| Expenses2 | $1,900 | Expenses2Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $43 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,857 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,554 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,615 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,646 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $105,915 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,900 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $21,900 | RemainingDistriFromCorpusAmt |
| Total Corpus | $127,815 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,554 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $102,261 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,615 | ExcessFromYear4Amt |
| Excess From Year3 | $10,100 | ExcessFromYear3Amt |
| Excess From Year2 | $28,646 | ExcessFromYear2Amt |
| Excess From Year1 | $30,000 | ExcessFromYear1Amt |
| Excess From Current Year | $21,900 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM BRINKERHOFF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 LINCOLN AVE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7348464080 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | SUITE 8000 | ANN ARBOR | MI | 481091288 | 501(C)(3) | COMMUNITY SUPPORT | $20,000 |
| UNITED WAY | |||||||
| 2305 PLATT ROAD | ANN ARBOR | MI | 48104 | 501(C)(3) | COMMUNITY SUPPORT | $500 | |
| YMCA | |||||||
| 400 WEST WASHINGTON ST | ANN ARBOR | MI | 48103 | 501(C)(3) | COMMUNITY SUPPORT | $400 | |
| PEACE NEIGHBORHOOD CENTER | |||||||
| 1111 NORTH MAPLE ROAD | ANN ARBOR | MI | 48103 | 501(C)(3) | COMMUNITY SUPPORT | $500 | |
| UMRC FOUNDATION | |||||||
| 805 WEST MIDDLE STREET | CHELSEA | MI | 48118 | 501(C)(3) | COMMUNITY SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,053 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,482 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,482 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,755 | 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) |
|---|---|---|
| Amt | $440 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 76 - ISHARES TR MSCI EAFE | 2004-09 | PURCHASE | 2014-08 | $5,069 | $3,556 | $1,513 |
| 442.087 - VANGUARD INTERM TERM | 2004-09 | PURCHASE | 2014-08 | $5,000 | $5,042 | -$42 |
| 465.549 - VANGUARD S/T INVESTMENT | 2004-09 | PURCHASE | 2014-08 | $5,000 | $5,026 | -$26 |
| 27.0490 - VANGUARD 500 INDEX FD | 2004-09 | PURCHASE | 2014-08 | $5,000 | $2,963 | $2,037 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERM TERM | $46,572 | $46,548 |
| VANGUARD S/T INVESTMENT GRADE FUND | $35,836 | $35,411 |
| VANGUARD SMALL CAP | $4,959 | $10,552 |
| VANGUARD 500 INDEX | $23,417 | $40,599 |
| ISHARES TR MSCI EAFE FUND | $28,502 | $33,279 |
| ISHARES TR MSCI EAFE SMALL CAP | $6,457 | $9,622 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES | Desc |
| Amt | $34 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| WILLIAM BRINKERHOF | |||
| 1011 LINCOLN AVE | ANN ARBOR | MI | 48104 |
| KATHLEEN SAMPLE | |||
| 1011 LINCOLN AVE | ANN ARBOR | MI | 48104 |