Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
TRIFORD FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)13627 HERITAGE ROAD   Room/suite
City or town, state, and ZIP code
STERLING HEIGHTS, MI48312
A Employer identification number

23-7003478
B Telephone number (see page 10 of the instructions)

(586) 979-0295
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,715,278J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 97,581 97,581  
4 Dividends and interest from securities...... 101,119 101,119  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -56,417
b Gross sales price for all assets on line 6a 1,393,663
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 142,283 198,700  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 127 94   33
b Accounting fees (attach schedule)....... Click to see attachment 2,380 1,785   595
c Other professional fees (attach schedule).... Click to see attachment 11,925 11,925    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 11,725      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,000 6,750   2,250
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,010 757   253
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,167 21,311   3,131
25 Contributions, gifts, grants paid........ 220,000 220,000
26 Total expenses and disbursements. Add lines 24 and 25 256,167 21,311   223,131
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -113,884
b Net investment income (if negative, enter -0-) 177,389
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 1,018 3,852 3,852
2 Savings and temporary cash investments.......... 251,378 112,924 112,924
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 750,281    
b Investments—corporate stock (attach schedule)........ 1,497,527 Click to see attachment1,596,857 2,594,199
c Investments—corporate bonds (attach schedule)........ 1,336,347 Click to see attachment2,009,034 2,004,303
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,836,551 3,722,667 4,715,278
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund 100 100
29 Retained earnings, accumulated income, endowment, or other funds 3,836,451 3,722,567
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,836,551 3,722,667
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,836,551 3,722,667
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 3,836,551
2 Enter amount from Part I, line 27a..................... 2 -113,884
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,722,667
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,722,667
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 200000 WAL-MART STORES INC BOND P 2008-05-21 2011-02-15
b 300000 US TREASURY NOTE P 2002-01-28 2011-02-15
c 1000 SH AMEREN CORPORATION P 2005-02-23 2011-03-15
d 1000 SH ARES CAPITAL CORPORATION P 2006-09-25 2011-03-15
e 1000 SH BRISTOL-MYERS SQUIBB CO P 1980-11-26 2011-03-15
1000 SH MICROSOFT CORPORATION P 2000-08-01 2011-03-15
1500 SH AFLAC INC P 2009-01-29 2011-06-01
4000 SH GREAT PLAINS ENERGY P 2005-02-23 2011-06-01
1 SH RAYONIER INC P 1994-02-28 2011-08-31
4000 SH ARES CAPITAL CORPORATION P 2006-09-25 2011-10-25
2000 SH CHUBB CORP P 2010-01-14 2011-10-25
450000 FEDERAL NAT'L MORTGAGE NOTE P 2002-07-01 2011-11-15
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 200,000   205,031 -5,031
b 300,000   299,719 281
c 26,877   40,421 -13,544
d 16,396   34,576 -18,180
e 25,468   2,761 22,707
25,170   31,283 -6,113
70,330   36,300 34,030
83,416   111,346 -27,930
21   8 13
59,972   138,303 -78,331
136,013   99,769 36,244
450,000   450,563 -563
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -5,031
b       281
c       -13,544
d       -18,180
e       22,707
      -6,113
      34,030
      -27,930
      13
      -78,331
      36,244
      -563
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -56,417
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 253,314 4,565,786 0.055481
2009 301,356 4,438,820 0.067891
2008 300,869 4,928,791 0.061043
2007 298,613 5,205,907 0.057360
2006 282,647 5,369,596 0.052638
2 Total of line 1, column (d) ...................... 2 0.294413
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.058883
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 4,626,981
5 Multiply line 4 by line 3....................... 5 272,451
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,774
7 Add lines 5 and 6......................... 7 274,225
8 Enter qualifying distributions from Part XII, line 4.............. 8 223,131
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,548
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 3,548
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,548
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 7,240
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,240
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,692
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet3,692 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFREDERICK B FORD Telephone no.bullet (586) 979-0295
    Located atbullet13627 HERITAGE ROADSTERLING HEIGHTSMI ZIP+4bullet48312
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    FREDERICK B FORDClick to see attachment VP/TRUSTEE
    1.00     		0 0 0
    13627 HERITAGE ROAD
    STERLING HEIGHTS,MI48312
    FREDERICK S FORDClick to see attachment PRES/SEC/TRU
    1.00     		0 0 0
    13627 HERITAGE ROAD
    STERLING HEIGHTS,MI48312
    HORACE C FORDClick to see attachment VP/TREAS
    1.00     		0 0 0
    PO BOX 139
    HARBOR SPRINGS,MI49740
    JAMES W FORDClick to see attachment VP/TRUSTEE
    1.00     		0 0 0
    PO BOX 124
    HARBOR SPRINGS,MI49740
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,512,856
    b
    Average of monthly cash balances.......................
    1b
    184,587
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,697,443
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,697,443
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    70,462
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,626,981
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    231,349
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    231,349
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    3,548
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,548
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    227,801
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    227,801
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    227,801
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    223,131
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    223,131
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    223,131
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 227,801
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009....... 7,452
    e From 2010....... 32,260
    fTotal of lines 3a through e......... 39,712
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 223,131
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 223,131
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011. 4,670 4,670
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 35,042
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		35,042
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009.... 2,782
    d Excess from 2010.... 32,260
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACADEMY OF THE SACRED HEART
    1250 KENSINGTON ROAD
    BLOOMFIELD HILLS,MI48304     		  CHARITABLE EDUCATIONAL 2,500
    AMERICAN DIABETES ASSOCIATION
    PO BOX 7023
    MERRIFIELD,VA22116     		  CHARITABLE EDUCATIONAL 250
    AMERICAN RED CROSS
    2350 MITCHELL PARK DRIVE
    PETOSKEY,MI49770     		  CHARITABLE CHARITABLE 2,250
    ASSOCIATION FOR HARBOR ARTS
    PO BOX 197
    HARBOR SPRINGS,MI49740     		  CHARITABLE CHARITABLE 500
    BROTHER RICE HIGH SCHOOL
    7101 LAHSER ROAD
    BLOOMFIELD HILLS,MI48301     		  CHARITABLE EDUCATIONAL 2,000
    CHILDREN'S MIRACLE NETWORK
    4525 SOUTH 2300 EAST
    SALT LAKE CITY,UT84117     		  CHARITABLE CHARITABLE 200
    CHRIST CHURCH GLENDALE
    965 FOREST AVENUE
    GLENDALE,OH45246     		  CHARITABLE RELIGIOUS 5,000
    CHRIST THE KING PRESBYTERIAN CHURCH
    PO BOX 643937
    VERO BEACH,FL32964     		  CHARITABLE RELIGIOUS 5,000
    CLEVELAND CLINIC
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		  CHARITABLE SCIENTIFIC 1,500
    COMPASS FINANCES GOD'S WAY
    100 CROWN OAK CENTER DR
    LONGWOOD,FL32750     		  CHARITABLE RELIGIOUS 5,000
    CRANBROOK SCHOOLS
    PO BOX 801
    BLOOMFIELD HILLS,MI48303     		  CHARITABLE EDUCATIONAL 750
    CROOKED TREE ARTS CENTER
    461 EAST MITCHELL
    PETOSKEY,MI49770     		  CHARITABLE CHARITABLE 1,000
    DZI FOUNDATION
    PO BOX 632
    RIDGEWAY,CO81432     		  CHARITABLE CHARITABLE 10,000
    DEFENDERS OF WILDLIFE
    17TH STREET NW
    WASHINGTON,DC20036     		  CHARITABLE PREVENTION OF CRUELTY TO ANIMALS 1,000
    DOGS FOR LIFE INC
    PO BOX 650023
    VERO BEACH,FL32965     		  CHARITABLE PREVENTION OF CRUELTY TO ANIMALS 1,700
    EASTERN VIRGINIA MEDICAL
    PO BOX 1980
    NORFOLK,VA23501     		  CHARITABLE SCIENTIFIC 3,000
    FAMILY RESEARCH COUNCIL
    801 G STREET NW
    WASHINGTON,DC20001     		  CHARITABLE RELIGIOUS 1,500
    FIRST DESCENTS
    6000 GREENWOOD PLAZA BLVD
    GREENWOOD,CO80111     		  CHARITABLE CHARITABLE 10,000
    FIRST PRESBYTERIAN CHURCH
    7940 CEMETERY ROAD
    HARBOR SPRINGS,MI49740     		  CHARITABLE RELIGIOUS 500
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80920     		  CHARITABLE RELIGIOUS 5,000
    FORMAN SCHOOLS INC
    12 NORFOLK ROAD
    LITCHFIELD,CT06759     		  CHARITABLE EDUCATIONAL 4,500
    GREAT LAKES CHRISTIAN FOUNDATION
    266 ELM STREET SUITE 2
    BIRMINGHAM,MI48009     		  CHARITABLE RELIGIOUS 7,304
    HARBOR HALL FOUNDATION
    PO BOX 376
    HARBOR SPRINGS,MI49740     		  CHARITABLE CHARITABLE 9,050
    HARBOR INC
    PO BOX 112
    HARBOR SPRINGS,MI49740     		  CHARITABLE CHARITABLE 500
    HARBOR SOCCER INC
    PO BOX 223
    HARBOR SPRINGS,MI49740     		  CHARITABLE CHARITABLE 1,250
    HARBOR SPRINGS AREA HISTORICAL SOCI
    PO BOX 812
    HARBOR SPRINGS,MI49740     		  CHARITABLE CHARITABLE 1,200
    HARBOR SPRINGS AREA UNITED FUND
    PO BOX 36
    HARBOR SPRINGS,MI49740     		  CHARITABLE CHARITABLE 1,500
    HARBOR SPRINGS EDUCATION FOUNDATION
    PO BOX 844
    HARBOR SPRINGS,MI49740     		  CHARITABLE EDUCATIONAL 700
    HARBOR SPRINGS LIBRARY
    206 SPRING STREET
    HARBOR SPRINGS,MI49740     		  CHARITABLE LITERARY 1,000
    HEARTLAND ANIMAL SHELTER
    2975 MILWAUKEE AVENUE
    NORTHBROOK,IL60062     		  CHARITABLE PREVENTION OF CRUELTY-ANIMALS 1,500
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		  CHARITABLE CHARITABLE 1,000
    HILLSDALE COLLEGE
    33 EAST COLLEGE STREET
    HILLSDALE,MI49242     		  CHARITABLE EDUCATIONAL 1,580
    HOBART & WILLIAM SMITH COLLEGE
    615 SOUTH MAIN STREET
    GENEVA,NY14458     		  CHARITABLE EDUCATIONAL 2,000
    HOLY CHILDHOOD OF JESUS CHURCH
    150 MAIN STREET
    HARBOR SPRINGS,MI49740     		  CHARITABLE EDUCATIONAL 204
    HOLY NAME CATHOLIC CHURCH
    630 HARMON STREET
    BIRMINGHAM,MI48009     		  CHARITABLE RELIGIOUS 300
    HOSPICE OF LITTLE TRAVERSE BAY
    3434 M-119 SUITE F
    HARBOR SPRINGS,MI49740     		  CHARITABLE CHARITABLE 3,000
    IN TOUCH MINISTRIES
    PO BOX 7900
    ATLANTA,GA30357     		  CHARITABLE RELIGIOUS 250
    INDIAN RIVER MEDICAL CENTER FOUNDAT
    1000 36TH STREET
    VERO BEACH,FL32960     		  CHARITABLE SCIENTIFIC 1,000
    INSIGHT FOR LIVING
    PO BOX 269000
    PLANO,TX75026     		  CHARITABLE RELIGIOUS 250
    LITTLE TRAVERSE BAY HUMANE SOCIEITY
    1300 WEST CONWAY ROAD
    HARBOR SPRINGS,MI49740     		  CHARITABLE PREVENTION OF CRUELTY TO ANIMALS 6,000
    LITTLE TRAVERSE CONSERVANCY INC
    3264 POWELL ROAD
    HARBOR SPRINGS,MI49740     		  CHARITABLE CHARITABLE 1,000
    MAKE-A-WISH FOUNDATION
    4742 NORTH 24TH STREET
    PHOENIX,AZ85016     		  CHARITABLE CHARITABLE 1,500
    MANNA FOOD PROJECT
    8791 MCBRIDE COURT
    HARBOR SPRINGS,MI49740     		  CHARITABLE CHARITABLE 1,900
    MARCH OF DIMES
    PO BOX 8972
    TOPEKA,KS66608     		  CHARITABLE CHARITABLE 250
    MICHIGAN ENVIRONMENTAL COUNCIL
    119 PERE MARQUETTE
    LANSING,MI48912     		  CHARITABLE CHARITABLE 1,000
    MICHIGAN FAMILY FORUM
    PO BOX 15216
    LANSING,MI48901     		  CHARITABLE RELIGIOUS 2,000
    MIRACLE FLIGHTS FOR KIDS
    2764 N GREEN VALLEY PARK
    GREEN VALLEY,NV89014     		  CHARITABLE CHARITABLE 1,500
    NATIONAL CHRISTIAN CHOIR
    17-B FIRSTFIELD ROAD
    GAITHERSBURG,MD20878     		  CHARITABLE RELIGIOUS 1,000
    NATIONAL WILDLIFE FEDERATION
    111000 WILDLIFE CENTER DR
    RESTON,VA20190     		  CHARITABLE PREVENTION OF CRUELTY TO ANIMALS 1,000
    NORTH COUNTRY KIDS
    930 S STATE ROAD
    HARBOR SPRINGS,MI49740     		  CHARITABLE CHARITABLE 750
    NORTHERN CHRISTIAN RADIO
    PO BOX 695
    GAYLORD,MI49734     		  CHARITABLE RELIGIOUS 500
    NORTHERN MICHIGAN HOSPITAL
    360 CONNABLE AVENUE
    PETOSKEY,MI49770     		  CHARITABLE SCIENTIFIC 35,750
    PETOSKEY-HARBOR SPRINGS AREA COMMUN
    616 PETOSKEY SUITE 100
    PETOSKEY,MI49770     		  CHARITABLE CHARITABLE 3,250
    PEWABIC POTTERY
    10125 EAST JEFFERSON AVEN
    DETROIT,MI48214     		  CHARITABLE CHARITABLE 250
    PLANNED PARENTHOOD
    1135 E 8TH STREET
    TRAVERSE CITY,MI49686     		  CHARITABLE CHARITABLE 1,000
    RAVEN HILL DISCOVERY CENTER
    4737 FULLER ROAD
    EAST JORDAN,MI49727     		  CHARITABLE CHARITABLE 250
    RETREAT & REFRESH STROKE CAMP
    425 W GILES
    PEORIA,IL61614     		  CHARITABLE SCIENTIFIC 7,304
    ST FRANCIS XAVIER SCHOOL
    808 LINDEN AVENUE
    WILMETTE,IL60091     		  CHARITABLE RELIGIOUS 2,200
    ST JOHN'S EPISCOPAL CHURCH
    PO BOX 52
    HARBOR SPRINGS,MI49740     		  CHARITABLE RELIGIOUS 1,000
    ST LAWRENCE UNIVERSITY
    23 ROMODA DRIVE
    CANTON,NY13617     		  CHARITABLE EDUCATIONAL 500
    SALVATION ARMY
    PO BOX 865
    PETOSKEY,MI49770     		  CHARITABLE CHARITABLE 2,508
    SEE-NORTH
    PO BOX 734
    HARBOR SPRINGS,MI49740     		  CHARITABLE CHARITABLE 1,000
    SPECIAL OLYMPICS MICHIGAN
    PO BOX 795
    MT PLEASANT,MI48804     		  CHARITABLE CHARITABLE 1,750
    STRIVE FOUNDATION
    PO BOX 624
    HARBOR SPRINGS,MI49740     		  CHARITABLE EDUCATIONAL 750
    THE SEVEN HILLS SCHOOL
    5400 RED BANK ROAD
    CINCINNATI,OH45227     		  CHARITABLE EDUCATIONAL 500
    THE TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		  CHARITABLE EDUCATIONAL 1,100
    TIP OF THE MITT WATERSHED COUNCIL
    426 BAY STREET
    PETOSKEY,MI49770     		  CHARITABLE CHARITABLE 2,550
    TRINITY EPISCOPAL CHURCH
    536 MILTON ROAD
    LITCHFIELD,CT06759     		  CHARITABLE RELIGIOUS 500
    TRINITY MISSIONARY CHURCH
    219 STATE STREET
    PETOSKEY,MI49770     		  CHARITABLE RELIGIOUS 26,700
    TURNING POINT FOR GOD
    PO BOX 3838
    SAN DIEGO,CA92163     		  CHARITABLE RELIGIOUS 2,000
    UNIVERSITY OF MICHIGAN
    1000 WALL STREET
    ANN ARBOR,MI48105     		  CHARITABLE EDUCATIONAL 1,000
    VAIL JAZZ FOUNDATION
    PO BOX 3035
    VAIL,CO81657     		  CHARITABLE CHARITABLE 10,000
    WIN-SOME WOMEN
    1851 HORTON BAY ROAD
    PETOSKEY,MI49770     		  CHARITABLE RELIGIOUS 1,500
    WLJN
    PO BOX 1400
    TRAVERSE CITY,MI49685     		  CHARITABLE RELIGIOUS 500
    WORLDWIDE WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20077     		  CHARITABLE PREVENTION OF CRUELTY TO ANIMALS 1,000
    Total .................................bullet 3a 220,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 97,581  
    4 Dividends and interest from securities....     14 101,119  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 -56,417  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   142,283  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13142,283
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    TRIFORD FOUNDATION
    EIN: 23-7003478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PREPARATION OF FORM 990PF 2,380 1,785   595

    TY 2011 CompensationExplanation
    Name:
    TRIFORD FOUNDATION
    EIN: 23-7003478
    Person Name Explanation
    FREDERICK B FORD  
    FREDERICK S FORD  
    HORACE C FORD  
    JAMES W FORD  

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    TRIFORD FOUNDATION
    EIN: 23-7003478
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WAL-MART STORES, INC.    
    BERKSHIRE HATHAWAY 207,291 202,780
    G.E. CAPITAL CORP 200,000 201,415
    JOHNSON & JOHNSON 159,702 154,315
    WELLS FARGO & CO 152,004 155,262
    CATERPILLAR FINANCIAL SERVICES 205,966 207,816
    JOHN DEERE CAPITAL CORP 100,000 102,346
    WACHOVIA BANK WFC 106,352 105,081
    WELLS FARGO & CO 107,621 104,958
    COMERICA BANK 161,722 158,458
    WAL-MART STORES 200,415 208,618
    MORGAN STANLEY 103,444 93,775
    GENERAL ELECTRIC CAPITAL CORP 204,517 208,280
    AMGEN INC 100,000 101,199

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    TRIFORD FOUNDATION
    EIN: 23-7003478
    Name of Stock End of Year Book Value End of Year Fair Market Value
    5000 SHS INTEL CORP. 81,433 121,250
    2000 SHS ABBOT LABORATORIES 2,460 112,460
    4000 SHS HCP INC. 96,072 165,720
    2000 SHS JOHNSON & JOHNSON 92,755 131,160
    4000 SHS AMEREN CORPORATION 161,684 132,520
    4498 SHS RAYONIER, INC. 74,424 200,746
    5000 SHS ARES/ALLIED CAPITAL CORP.    
    3000 SHS EMERSON ELECTRIC CO. 45,345 139,770
    4000 SHS GREAT PLAINS ENERGY    
    4000 SHS MICROSOFT CORP. 125,132 103,840
    2000 SHS PEPSICO, INC. 4,077 132,700
    5962 SHS AT&T 23,151 180,291
    5400 SHS GENERAL ELECTRIC 31,626 96,714
    5000 SHS BRISTOL-MYERS SQUIBB 13,807 176,200
    6000 SHS PFIZER INC. 150,729 129,840
    900 SHS FIRST ENERGY CORP. 3,533 39,870
    1500 SHS TECO ENERGY, INC. 18,793 28,710
    720 SHS FRONTIER COMM CORP 5,471 3,708
    3000 SHS VERIZON COMMUNICATIONS 82,762 120,360
    1500 SHS AFLAC INC.    
    2000 SHS CENTURYLINK INC. 70,414 74,400
    2000 SHS CHUBB CORP    
    3000 SHS MERCK & CO, INC 98,668 113,100
    1500 SHS RAYTHEON COMPANY 65,372 72,570
    4000 SHS DUKE ENERGY CORP 74,586 88,000
    4000 SHS CORNING INC. 58,094 51,920
    10000 SHS XEROX CORPORATION 97,576 79,600
    2000 SHS ISHARES INC MSCI CANADA 67,694 53,200
    5000 SHS ISHARES INC MSCI JAPAN 51,199 45,550

    TY 2011 LegalFeesSchedule
    Name:
    TRIFORD FOUNDATION
    EIN: 23-7003478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BURKE T. LEWIS, ESQ 127      


    TY 2011 OtherExpensesSchedule
    Name:
    TRIFORD FOUNDATION
    EIN: 23-7003478
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INSURANCE 1,010 757   253


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    TRIFORD FOUNDATION
    EIN: 23-7003478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL ADVISORY FEES 11,925 11,925    


    TY 2011 TaxesSchedule
    Name:
    TRIFORD FOUNDATION
    EIN: 23-7003478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MICHIGAN ANNUAL RETURN 20      
    EXCISE TAX ON INVEST. INCOME 11,705