STRATEGY STUDIO / PUBLIC DATA EXPLORER

BRINKERHOFF SAMPLE FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BRINKERHOFF SAMPLE FAMILY FOUNDATION (EIN 20-1389996)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-06-03
IRS object ID
201101549349100700
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-06-03T11:28:36-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1STEFFORIA PETIK & ASSOCIATES PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12178 S STATE ST STE DAddressLine1
CityANN ARBORCity
StateMIState
ZIP Code481048107ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201389996EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BRINKERHOFF-SAMPLE FAMILY FOUNDATIOBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBRINNameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line11011 LINCOLNAddressLine1
CityANN ARBORCity
StateMIState
ZIP Code48104ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM F BRINKERHOFFName
TitlePRESIDENTTitle
Date Signed2011-05-26DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJEFFREY R STEFFORIAName
Phone7347478863Phone
Date Prepared2011-06-03DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY159874FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss15InterestOnSavingsRevAndExpnss
Dividends Rev And Expnss4246DividendsRevAndExpnss
Net Gain Sale Assets Rev And Expnss1775NetGainSaleAssetsRevAndExpnss
Gross Sales Price7033GrossSalesPrice
Capital Gain Net Incm Net Invst Incm604CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss875OtherIncomeRevAndExpnss
Other Income Adj Net Incm875OtherIncomeAdjNetIncm
Total Revenue And Expenses6911TotalRevenueAndExpenses
Total Net Investment Income604TotalNetInvestmentIncome
Total Adjusted Net Income875TotalAdjustedNetIncome
Accounting Fees Rev And Expnss400AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm400AccountingFeesNetInvstIncm
Tot Opr Expenses Rev And Expnss400TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm400TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss11615ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps11615ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss12015TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm400TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps11615TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-5104ExcessOfRevenueOverExpenses
Net Investment Income204NetInvestmentIncome
Adjusted Net Income875AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY4983SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2164SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV2164SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY142222InvestmentsCorpStockBOY
Investments Corp Stock EOY139937InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV157710InvestmentsCorpStockEOYFMV
Total Assets BOY147205TotalAssetsBOY
Total Assets EOY142101TotalAssetsEOY
Total Assets EOYFMV159874TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY147205RetainedEarningsBOY
Retained Earnings EOY142101RetainedEarningsEOY
Total Net Assets BOY147205TotalNetAssetsBOY
Total Net Assets EOY142101TotalNetAssetsEOY
Total Liabilities Net Assets BOY147205TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY142101TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY147205TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-5104ExcessOfRevenueOverExpenses
Subtotal142101Subtotal
Total Net Assets Fund Balances EOY142101TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income604CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year125546QualifyingDistributionsYear1
Qualifying Distributions Year210817QualifyingDistributionsYear2
Qualifying Distributions Year324640QualifyingDistributionsYear3
Qualifying Distributions Year411329QualifyingDistributionsYear4
Qualifying Distributions Year520865QualifyingDistributionsYear5
Net Noncharitable Assets0NetNoncharitableAssets
One Percent Net Investment Income2OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One2AdjNonchrtblAssetsAndOnePct
Qualifying Distributions11615QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax2InvestmentIncomeExciseTax
Subtotal2Subtotal
Tax Based On Investment Income2TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment12EstTaxPaymentsAndOverpayment
Total Credits And Payments12TotalCreditsAndPayments
Overpayment10Overpayment
Amount Credited To Next Year10AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameWILLIAM F BRINKERHOFFBooksInCareOfPersonName
Books In Care Of Phone Number7347478863BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11011 LINCOLN AVEAddressLine1
CityANN ARBORCity
StateMIState
ZIP Code48104ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM F BRINKERHOFF
1011 LINCOLNANN ARBORMI48104PRESIDENT4.00000
KATHLEEN SAMPLE
1011 LINCOLNANN ARBORMI48104SEC./TREAS.4.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Tax Based On Investment Income2TaxBasedOnInvestmentIncome
Total Tax2TotalTax
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions11615ExpensesAndContributions
Qualifying Distributions11615QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm2OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions11613AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Excess Distri Carryover Year324660ExcessDistriCarryoverYear3
Excess Distri Carryover Year210823ExcessDistriCarryoverYear2
Excess Distri Carryover Year125554ExcessDistriCarryoverYear1
Total Excess Distri Carryover61037TotalExcessDistriCarryover
Qualifying Distributions11615QualifyingDistributions
Remaining Distri From Corpus11615RemainingDistriFromCorpus
Total Corpus72652TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year72652ExcessDistriCyovToNextYear
Excess From Year324660ExcessFromYear3
Excess From Year210823ExcessFromYear2
Excess From Year125554ExcessFromYear1
Excess From Current Year11615ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM KATHLEEN BRINKERHOFFContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameWILLIAM BRINKERHOFFRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11011 LINCOLN AVEAddressLine1
CityANN ARBORCity
StateMIState
ZIP Code48104ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number7348464080RecipientPhoneNumber

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
UNITED WAY
2305 PLATTANN ARBORMI48104PUBLIC CONTRIBUTION$4,500
UNIVERSITY OF MICHIGAN MI
3003 S STATE ST STE 800ANN ARBORMI48109PUBLIC CONTRIBUTION$1,400
AAPSEF
2555 S STATE STREETANN ARBORMI48104PUBLIC CONTRIBUTION$1,000
HURON RIVER
1100 N MAIN SUITE 210ANN ARBORMI48104PUBLIC CONTRIBUTION$500
FOOD GATHERERS
1 CARROT WAYANN ARBORMI48113PUBLIC CONTRIBUTION$500
PEACE NEIGHBORHOOD CENTER
1111 NORTH MAPLE ROADANN ARBORMI48104PUBLIC CONTRIBUTION$2,000
AMERICAN RED CROSS
4624 PACKARDANN ARBORMI48108PUBLIC CONTRIBUTION$365
FRIENDS WITHOUT BORDERS
11230 BROADWATNEW YORKNY10010PUBLIC CONTRIBUTION$500SUITE 1210
CORNER HEALTH CENTER
47 N HURONYPSILANTIMI48197PUBLIC CONTRIBUTION$100
STARFISH FAMILY SERVICES
30000 HIVELEYINKSTERMI48141PUBLIC CONTRIBUTION$250
BURNS PARK
1430 CAMBRIDGEANN ARBORMI48104PUBLIC CONTRIBUTION$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year11615TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Business Code900001BusinessCode
Unrelated Business Income$15UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Business Code900001BusinessCode
Unrelated Business Income$4,246UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$604ExclusionAmount
Related Or Exempt Function Income1171RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionSTATE REFUND OF FINEDescription
Exclusion Code25ExclusionCode
Exclusion$875ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$4,261UnrelatedBusinessIncomeAmount
Exclusion$1,479ExclusionAmount
Related Or Exempt Function Income1171RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA6911TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategory
Amount$400Amount
Net Investment Income400NetInvestmentIncome

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 (2 entries)

NameNameDate AcquiredDateAcquiredHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceBasisBasisTotal NetTotalNet
95 SHARES ISHARES TRUST2008-10PURCHASE2010-0335612568993
27 SHARES VANGUARD 500 INDEX2004-09PURCHASE2010-0328682690178

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (6 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
VANGUARD INTERM TERM3836938200
VANGUARD S/T INVESTMENT GRADE FUND3194331973
VANGUARD SMALL CAP666311081
VANGUARD 500 INDEX2932734089
ISHARES TR MSCI EAFE FUND2790533418
ISHARES TR MSCI EAFE SMALL CAP57308949

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionSTATE REFUND OF FINEDescription
Revenue And Expenses Per Books875RevenueAndExpensesPerBooks
Adjusted Net Income875AdjustedNetIncome

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
WILLIAM BRINKERHOF
1011 LINCOLN AVEANN ARBORMI48104
KATHLEEN SAMPLE
1011 LINCOLN AVEANN ARBORMI48104