BRINKERHOFF SAMPLE FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BRINKERHOFF SAMPLE FAMILY FOUNDATION (EIN 20-1389996)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-18
- IRS object ID
- 201411999349100501
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- 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 | 2014-07-18T10:33:24-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEFFORIA PETIK & ASSOCIATES PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2178 S STATE ST STE D | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 481048107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 LINCOLN | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F BRINKERHOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2014-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R STEFFORIA | PreparerPersonNm |
| PTIN | P00051354 | PTIN |
| Phone | 7347478863 | PhoneNum |
| Preparation | 2014-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $194,545 | 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 | $60,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,104 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $305 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,296 | 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 | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,296 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,519 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $131,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $162,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $194,545 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $134,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $172,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $194,545 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $134,235 | RetainedEarningBOYAmt |
| Retained Earning EOY | $172,850 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $172,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $134,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $172,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,655 | ExcessRevenueOverExpensesAmt |
| Subtotal | $172,890 | SubtotalAmt |
| Other Decreases | $40 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $172,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $305 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,607 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $10,091 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $11,613 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $25,546 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $10,817 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,000 | 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 | $33 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33 | SubtotalAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $33 | AppliedToEsTaxAmt |
| Total Payments And Credits | $33 | TotalPaymentsAndCreditsAmt |
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 | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 4.00 | $0 | $0 | $0 |
| KATHLEEN SAMPLE | ||||||||
| 1011 LINCOLN | ANN ARBOR | MI | 48104 | SEC./TREAS. | 4.00 | $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 | $25,000 | Expenses1Amt |
| Description2 | DONATION TO THE HURON RIVER WATERSHED COUNCIL IN SUPPORT OF RIVER UP INITIATIVE. | Description2Txt |
| Expenses2 | $5,000 | 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 | $33 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,823 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,554 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,615 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,100 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,646 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,738 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $30,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $116,738 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,823 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $105,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,554 | ExcessFromYear4Amt |
| Excess From Year3 | $11,615 | ExcessFromYear3Amt |
| Excess From Year2 | $10,100 | ExcessFromYear2Amt |
| Excess From Year1 | $28,646 | ExcessFromYear1Amt |
| Excess From Current Year | $30,000 | 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 | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7348464080 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| HURON RIVER WATERSHED COUNCIL | |||||||
| 1100 N MAIN STREET | ANN ARBOR | MI | 48104 | 501(C)(3) | COMMUNITY SUPPORT | $5,000 | |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 481091288 | 501(C)(3) | COMMUNITY SUPPORT | $25,000 | SUITE 8000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,991 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,799 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,296 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,799 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,095 | 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 | 1011 LINCOLN AVENUE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $440 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| WILLIAM F BRINKERHOFF |
| KATHLEEN SAMPLE |
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 |
|---|---|---|---|---|---|---|
| 45 ISHARES TREUST MSCI EAFE SMALL-CA | 2008-10 | PURCHASE | 2013-10 | $2,268 | $1,216 | $1,052 |
| 93 SHARES VANGUARD SMALL CAP GWTH IN | 2004-09 | PURCHASE | 2013-10 | $3,103 | $1,226 | $1,877 |
| 38 SHARES VANGUARD 500 INDEX FD | 2004-09 | PURCHASE | 2013-01 | $5,229 | $3,786 | $1,443 |
| 23 SHARES VANUGARD 500 INDEX | 2004-09 | PURCHASE | 2013-10 | $3,719 | $2,292 | $1,427 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERM TERM | $51,615 | $50,441 |
| VANGUARD S/T INVESTMENT GRADE FUND | $40,862 | $40,525 |
| VANGUARD SMALL CAP | $4,959 | $10,245 |
| VANGUARD 500 INDEX | $26,380 | $41,032 |
| ISHARES TR MSCI EAFE FUND | $32,058 | $41,800 |
| ISHARES TR MSCI EAFE SMALL CAP | $6,457 | $10,502 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAXES | Description |
| Amount | $40 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| WILLIAM BRINKERHOF | |||
| 1011 LINCOLN AVE | ANN ARBOR | MI | 48104 |
| KATHLEEN SAMPLE | |||
| 1011 LINCOLN AVE | ANN ARBOR | MI | 48104 |