BRINKERHOFF SAMPLE FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BRINKERHOFF SAMPLE FAMILY FOUNDATION (EIN 20-1389996)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-11
- IRS object ID
- 201221029349100407
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-11T13:58:19-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEFFORIA PETIK & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201389996 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINKERHOFF-SAMPLE FAMILY FOUNDATIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRIN | NameControl |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM F BRINKERHOFF | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-03-27 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY R STEFFORIA | Name |
| Phone | 7347478863 | Phone |
| Date Prepared | 2012-03-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 169336 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 20000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 3969 | DividendsRevAndExpnss |
| Net Gain Sale Assets Rev And Expnss | 3852 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9956 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1391 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 27821 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1391 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 400 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 100 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 100 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 500 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 500 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 10600 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 500 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10100 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 17221 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 891 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2164 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 25489 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 25489 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 139937 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 133833 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 143847 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 142101 | TotalAssetsBOY |
| Total Assets EOY | 159322 | TotalAssetsEOY |
| Total Assets EOYFMV | 169336 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 142101 | RetainedEarningsBOY |
| Retained Earnings EOY | 159322 | RetainedEarningsEOY |
| Total Net Assets BOY | 142101 | TotalNetAssetsBOY |
| Total Net Assets EOY | 159322 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 142101 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 159322 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 142101 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 17221 | ExcessOfRevenueOverExpenses |
| Subtotal | 159322 | Subtotal |
| Total Net Assets Fund Balances EOY | 159322 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1391 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 11613 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 25546 | QualifyingDistributionsYear2 |
| Qualifying Distributions Year3 | 10817 | QualifyingDistributionsYear3 |
| Qualifying Distributions Year4 | 24640 | QualifyingDistributionsYear4 |
| Qualifying Distributions Year5 | 11329 | QualifyingDistributionsYear5 |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| One Percent Net Investment Income | 9 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 9 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10100 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 9 | InvestmentIncomeExciseTax |
| Subtotal | 9 | Subtotal |
| Tax Based On Investment Income | 9 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 10 | TotalCreditsAndPayments |
| Overpayment | 1 | Overpayment |
| Amount Credited To Next Year | 1 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | WILLIAM F BRINKERHOFF | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7347478863 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 LINCOLN AVE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 9 | TaxBasedOnInvestmentIncome |
| Total Tax | 9 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10100 | ExpensesAndContributions |
| Qualifying Distributions | 10100 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 9 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 10091 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 24660 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 10823 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 25554 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 11615 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 72652 | TotalExcessDistriCarryover |
| Qualifying Distributions | 10100 | QualifyingDistributions |
| Remaining Distri From Corpus | 10100 | RemainingDistriFromCorpus |
| Total Corpus | 82752 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 82752 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 24660 | ExcessFromYear4 |
| Excess From Year3 | 10823 | ExcessFromYear3 |
| Excess From Year2 | 25554 | ExcessFromYear2 |
| Excess From Year1 | 11615 | ExcessFromYear1 |
| Excess From Current Year | 10100 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM KATHLEEN BRINKERHOFF | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WILLIAM BRINKERHOFF | RecipientName |
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 Number | 7348464080 | RecipientPhoneNumber |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| UNITED WAY | |||||
| 2305 PLATT | ANN ARBOR | MI | 48104 | PUBLIC CONTRIBUTION | $8,000 |
| HURON RIVER | |||||
| 1100 N MAIN SUITE 210 | ANN ARBOR | MI | 48104 | PUBLIC CONTRIBUTION | $500 |
| CORNER HEALTH CENTER | |||||
| 47 N HURON | YPSILANTI | MI | 48197 | PUBLIC CONTRIBUTION | $100 |
| PLANNED PARENTHOOD | |||||
| 3100 PROFESSIONAL DRIVE | ANN ARBOR | MI | 48106 | PUBLIC CONTRIBUTION | $1,000 |
| SAFEHOUSE | |||||
| 4100 CLARK ROAD | ANN ARBOR | MI | 48105 | PUBLIC CONTRIBUTION | $250 |
| CENTRAL PRESBYTERIAN CHURCH | |||||
| 46 PARK STREET | MONTCLAIR | NJ | 07042 | PUBLIC CONTRIBUTION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10100 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900001 | BusinessCode |
| Unrelated Business Income | $3,969 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,391 | ExclusionAmount |
| Related Or Exempt Function Income | 2461 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE REFUND OF FINE | Description |
| Exclusion Code | 25 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $3,969 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,391 | ExclusionAmount |
| Related Or Exempt Function Income | 2461 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7821 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $400 | Amount |
| Net Investment Income | 400 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| WILLIAM F BRINKERHOFF |
| KATHLEEN SAMPLE |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (3 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 30 ISHARES TR MSCI EAFE | 2004-09 | PURCHASE | 2011-03 | 1776 | 1404 | 372 |
| 160 VANGUARD SMALL CAP | 2004-09 | PURCHASE | 2011-03 | 3704 | 2109 | 1595 |
| 26 VANGUARD 500 INDEX | 2004-09 | PURCHASE | 2011-03 | 3085 | 2591 | 494 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGUARD INTERM TERM | 38369 | 39448 |
| VANGUARD S/T INVESTMENT GRADE FUND | 31943 | 31587 |
| VANGUARD SMALL CAP | 4554 | 7426 |
| VANGUARD 500 INDEX | 26736 | 31073 |
| ISHARES TR MSCI EAFE FUND | 26501 | 26944 |
| ISHARES TR MSCI EAFE SMALL CAP | 5730 | 7369 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (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 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $100 | Amount |
| Net Investment Income | 100 | NetInvestmentIncome |