Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
TRIFORD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)42609 JASON COURT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STERLING HEIGHTS, MI48313
A Employer identification number

23-7003478
B Telephone number (see instructions)

(906) 370-0208
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,802,916
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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 Sch. B .............
3 Interest on savings and temporary cash investments 62,767 62,767  
4 Dividends and interest from securities... 121,884 121,884  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 137,995
b Gross sales price for all assets on line 6a 1,135,037
7 Capital gain net income (from Part IV, line 2)... 137,995
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........ 322,646 322,646  
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)......... 198 148   50
b Accounting fees (attach schedule)....... 2,660 1,995   665
c Other professional fees (attach schedule).... 13,093 13,093    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,354 424    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 7,575 5,681   1,894
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,122 842   280
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,002 22,183   2,889
25 Contributions, gifts, grants paid....... 250,000 250,000
26 Total expenses and disbursements. Add lines 24 and 25 277,002 22,183   252,889
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 45,644
b Net investment income (if negative, enter -0-) 300,463
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 1,433 -164 -164
2 Savings and temporary cash investments......... 162,904 192,719 192,719
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 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)      
b Investments—corporate stock (attach schedule)....... 1,896,901 Click to see attachment1,803,616 2,786,284
c Investments—corporate bonds (attach schedule)....... 1,785,699 Click to see attachment1,896,410 1,824,077
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) 3,846,937 3,892,581 4,802,916
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 3,846,837 3,892,481
30 Total net assets or fund balances (see instructions)..... 3,846,937 3,892,581
31 Total liabilities and net assets/fund balances (see instructions). 3,846,937 3,892,581
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
3,846,937
2
Enter amount from Part I, line 27a .....................
2
45,644
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,892,581
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
3,892,581
Form 990-PF (2015)
Form 990-PF (2015)
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 200M GOLDMAN SACHS GROUP P 2012-05-25 2015-01-15
b 1500 SHS BRISTOL-MYERS SQUIBB CO P 1980-11-26 2015-03-19
c 3000 SHS AMERICAN ELECTRIC POWER P 2012-05-25 2015-06-11
d 200M WAL-MART STORES P 2011-02-11 2015-07-08
e 100M MORGAN STANLEY P 2011-03-07 2015-07-24
500 SHS IBM CORP P 2013-10-24 2015-08-25
10000 SHS XEROX CORPORATION P 2011-01-25 2015-08-25
4000 SHS AMEREN CORPORATION P 2005-02-23 2015-09-03
1500 SHS TECO ENERGY INC P 2009-01-29 2015-10-15
(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   207,559 -7,559
b 102,495   4,142 98,353
c 162,664   115,010 47,654
d 200,000   200,415 -415
e 100,000   103,444 -3,444
72,455   88,419 -15,964
100,668   97,576 3,092
156,779   161,683 -4,904
39,976   18,794 21,182
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       -7,559
b       98,353
c       47,654
d       -415
e       -3,444
      -15,964
      3,092
      -4,904
      21,182
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 2 137,995
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 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 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))
2014 233,085 5,083,210 0.045854
2013 224,014 4,878,253 0.045921
2012 223,515 4,688,686 0.047671
2011 223,131 4,626,981 0.048224
2010 253,314 4,565,786 0.055481
2
Total of line 1, column (d) .....................
20.243151
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
0.048630
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,936,803
5
Multiply line 4 by line 3......................
5
240,077
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,005
7
Add lines 5 and 6........................
7
243,082
8
Enter qualifying distributions from Part XII, line 4.............
8
252,889
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.
Form 990-PF (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,005
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 3,005
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 3,005
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 4,080
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 4,080
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 1,075
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,075 RefundedBullet 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 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 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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 (906) 370-0208

    Located atbullet42609 JASON COURTSTERLING HEIGHTSMI ZIP+4bullet48313
    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 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (see 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 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 (2015)
    Form 990-PF (2015)
    Page 7
    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 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 FORD VP/TREAS/TRU
    1.00
    0 0 0
    42609 JASON COURT
    STERLING HEIGHTS,MI48313
    SUSAN S FORD TRUSTEE
    1.00
    0 0 0
    42609 JASON COURT
    STERLING HEIGHTS,MI48313
    HORACE C FORD PRES/SEC/TRU
    1.00
    0 0 0
    PO BOX 139
    HARBOR SPRINGS,MI49740
    JAMES W FORD 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 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 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  
    Part IX-B
    Summary of Program-Related Investments (see 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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see 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
    4,833,536
    b
    Average of monthly cash balances.......................
    1b
    178,447
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,011,983
    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
    5,011,983
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    75,180
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,936,803
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    246,840
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    246,840
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,005
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,005
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    243,835
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    243,835
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    243,835
    Part XII
    Qualifying Distributions (see 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
    252,889
    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
    252,889
    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 instructions).................
    5
    3,005
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    249,884
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 243,835
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 457
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 252,889
    a Applied to 2014, but not more than line 2a 457
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount..... 243,835
    e Remaining amount distributed out of corpus 8,597
    5 Excess distributions carryover applied to 2015.    
    (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 8,597
    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 instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    8,597
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 8,597
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 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 or email address 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 (2015)
    Form 990-PF (2015)
    Page 11
    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 5,500
    AMERICAN DIABETES ASSOCIATION
    PO BOX 1834
    MERRIFIELD,VA221168034
      CHARITABLE CHARITABLE 500
    AMERICAN RED CROSS
    PO BOX 30101
    LANSING,MI48909
      CHARITABLE CHARITABLE 2,000
    CAMP DAGGETT
    03001 CHURCH ROAD
    PETOSKEY,MI49770
      CHARITABLE CHARITABLE 3,000
    CHILDREN'S HEART FOUNDATION
    PO BOX 244
    LINCOLNSHIRE,IL60060
      CHARITABLE CHARITABLE 1,000
    CHILDREN'S MIRACLE NETWORK
    4525 SOUTH 2300 EAST
    SALT LAKE CITY,UT84117
      CHARITABLE CHARITABLE 900
    CHRIST CHURCH GLENDALE
    865 FOREST AVENUE
    GLENDALE,OH45246
      CHARITABLE RELIGIOUS 5,000
    COMPASS FINANCES GOD'S WAY
    PO BOX 2557
    SANFORD,FL327722557
      CHARITABLE RELIGIOUS 6,500
    CRANBROOK SCHOOLS
    PO BOX 801
    BLOOMFIELD HILLS,MI48303
      CHARITABLE EDUCATIONAL 750
    CROOKED TREE ARTS CENTER
    462 EAST MITCHELL
    PETOSKEY,MI49770
      CHARITABLE CHARITABLE 250
    DEFENDERS OF WILDLIFE
    17TH STREET NW
    WASHINGTON,DC20036
      CHARITABLE PREVENTION OF CRUELTY TO ANIMALS 1,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5023
    HAGERTOWN,MD217415023
      CHARITABLE SCIENTIFIC 1,500
    DOGS FOR LIFE INC
    1230 16TH AVENUE
    VERO BEACH,FL32968
      CHARITABLE PREVENTION OF CRUELTY TO ANIMALS 1,500
    EASTERN VIRGINIA MEDICAL
    PO BOX 5
    NORFOLK,VA23501
      CHARITABLE SCIENTIFIC 2,000
    FAMILY RESEARCH COUNCIL
    801 G STREET NW
    WASHINGTON,DC20001
      CHARITABLE RELIGIOUS 2,500
    FIRST DESCENTS
    2001 BRIGHTON BLVD
    SUITE 622
    DENVER,CO80216
      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 3,500
    FRESH WIND CHRISTIAN COMMUNITY CHUR
    PO BOX 405
    HONOR,MI49640
      CHARITABLE RELIGIOUS 5,000
    GLAUCOMA SERVICE FOUNDATION
    WILLS EYE HOSPITAL
    840 WALNUT ST STE 1130
    PHILADELPHIA,PA191075109
      CHARITABLE SCIENTIFIC 2,250
    GREAT LAKES CHRISTIAN FOUNDATION
    266 ELM STREET SUITE 2
    BIRMINGHAM,MI48009
      CHARITABLE RELIGIOUS 8,500
    HABITAT FOR HUMANITY - OAKLAND CO
    150 OSMUN STREET
    PONTIAC,MI48342
      CHARITABLE CHARITABLE 1,000
    HARBOR INC
    PO BOX 112
    HARBOR SPRINGS,MI49740
      CHARITABLE CHARITABLE 750
    HARBOR HALL FOUNDATION
    PO BOX 376
    HARBOR SPRINGS,MI49740
      CHARITABLE CHARITABLE 14,500
    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 700
    HARBOR SPRINGS LIBRARY
    206 SPRING STREET
    HARBOR SPRINGS,MI49740
      CHARITABLE LITERARY 500
    HARBOR SPRINGS LYRIC THEATER
    PO BOX 345
    HARBOR SPRINGS,MI49740
      CHARITABLE CHARITABLE 500
    HEARTLAND ANIMAL SHELTER
    2975 MILWAUKEE AVENUE
    NORTHBROOK,IL60062
      CHARITABLE PREVENTION OF CRUELTY-ANIMALS 1,500
    HILLSDALE COLLEGE
    33 EAST COLLEGE STREET
    HILLSDALE,MI49242
      CHARITABLE EDUCATIONAL 5,500
    HOSPICE OF LITTLE TRAVERSE BAY
    360 CONNABLE AVENUE
    PETOSKEY,MI49770
      CHARITABLE CHARITABLE 1,000
    LITCHFIELD MONTESSORI SCHOOL
    5 KNIFE SHOP ROAD
    NORTHFIELD,CT06778
      CHARITABLE EDUCATIONAL 16,800
    LITTLE TRAVERSE BAY HUMANE SOCIEITY
    1300 WEST CONWAY ROAD
    HARBOR SPRINGS,MI49740
      CHARITABLE PREVENTION OF CRUELTY TO ANIMALS 8,300
    LITTLE TRAVERSE CONSERVANCY INC
    3254 POWELL ROAD
    HARBOR SPRINGS,MI49740
      CHARITABLE CHARITABLE 1,000
    MCLAREN NORTHERN MICHIGAN FOUNDATIO
    360 CONNABLE AVENUE
    PETOSKEY,MI49770
      CHARITABLE SCIENTIFIC 28,250
    MAKE-A-WISH FOUNDATION
    PO BOX 97104
    WASHINGTON,DC20090
      CHARITABLE CHARITABLE 1,500
    MANNA FOOD PROJECT
    8791 MCBRIDE COURT
    HARBOR SPRINGS,MI49740
      CHARITABLE CHARITABLE 3,000
    MICHIGAN ENVIRONMENTAL COUNCIL
    602 W IONIA STREET
    LANSING,MI48912
      CHARITABLE CHARITABLE 2,000
    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 2,500
    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 3,250
    NORTHERN CHRISTIAN RADIO
    PO BOX 695
    GAYLORD,MI49734
      CHARITABLE RELIGIOUS 500
    NORTHSHORE EVANSTON HOSPITAL
    1033 UNIVERSITY PLACE
    SUITE 450
    EVANSTON,IL60201
      CHARITABLE SCIENTIFIC 800
    PETOSKEY-HARBOR SPRINGS AREA COMMUN
    616 PETOSKEY SUITE 100
    PETOSKEY,MI49770
      CHARITABLE CHARITABLE 8,150
    PEWABIC POTTERY
    10125 EAST JEFFERSON AVEN
    DETROIT,MI48214
      CHARITABLE CHARITABLE 500
    PLANNED PARENTHOOD
    1003 SPRING ST
    HARBOR SPRINGS,MI49740
      CHARITABLE CHARITABLE 2,650
    RAVEN HILL DISCOVERY CENTER
    4737 FULLER ROAD
    EAST JORDAN,MI49727
      CHARITABLE EDUCATIONAL 500
    ROUND UP RIVER RANCH
    PO BOX 8589
    AVON,CO81620
      CHARITABLE CHARITABLE 2,500
    ST FRANCIS XAVIER SCHOOL
    808 LINDEN AVENUE
    WILMETTE,IL60091
      CHARITABLE RELIGIOUS 2,000
    ST JOHN'S EPISCOPAL CHURCH
    PO BOX 52
    HARBOR SPRINGS,MI49740
      CHARITABLE RELIGIOUS 1,000
    SPECIAL OLYMPICS MICHIGAN
    PO BOX 795
    MOUNT PLEASANT,MI488040795
      CHARITABLE CHARITABLE 2,750
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTES AVE NE
    WASHINGTON,DC200777315
      CHARITABLE CHARITABLE 1,200
    THE SALVATION ARMY
    712 PLEASANT STREET
    PETOSKEY,MI49770
      CHARITABLE CHARITABLE 3,200
    THE TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT06795
      CHARITABLE EDUCATIONAL 2,050
    TIP OF THE MITT WATERSHED COUNCIL
    426 BAY STREET
    PETOSKEY,MI49770
      CHARITABLE CHARITABLE 3,500
    TREEHOUSE HUMANE SOCIETY
    1212 CARMEN AVENUE
    CHICAGO,IL60640
      CHARITABLE PREVENTION OF CRUELTY TO ANIMALS 800
    TRINITY MISSIONARY CHURCH
    219 STATE STREET
    PETOSKEY,MI49770
      CHARITABLE RELIGIOUS 13,000
    TURNING POINT FOR GOD
    PO BOX 3838
    SAN DIEGO,CA92163
      CHARITABLE RELIGIOUS 3,350
    UNIVERSITY OF MICHIGAN
    1000 WALL STREET
    ANN ARBOR,MI48105
      CHARITABLE EDUCATIONAL 1,000
    UNIVERSITY LIGGETT SCHOOL
    1045 COOK ROAD
    GROSSE POINTE WOODS,MI48236
      CHARITABLE EDUCATIONAL 1,000
    UP WITH PEOPLE
    6800 BROADWAY STE 106
    DENVER,CO802212851
      CHARITABLE CHARITABLE 3,500
    VAIL CHARITABLE FUND
    PO BOX 2307
    VAIL,CO81632
      CHARITABLE CHARITABLE 2,500
    VAIL JAZZ FOUNDATION
    PO BOX 3035
    VAIL,CO81657
      CHARITABLE CHARITABLE 10,000
    VAIL VETERANS PROGRAM
    PO BOX 6473
    VAIL,CO81658
      CHARITABLE CHARITABLE 2,500
    VAIL VALLEY MEDICAL CENTER FOUND
    PO BOX 1529
    VAIL,CO81658
      CHARITABLE SCIENTIFIC 13,400
    WLJN
    PO BOX 1408
    TRAVERSE CITY,MI49685
      CHARITABLE RELIGIOUS 1,000
    WINNETKA COMMUNITY NURSERY SCHOOL
    800 PINE STREET
    WINNETKA,IL60093
      CHARITABLE EDUCATIONAL 1,200
    WORLDWIDE WILDLIFE FUND
    1250 12TH STREET NW
    WASHINGTON,DC20077
      CHARITABLE PREVENTION OF CRUELTY TO ANIMALS 1,000
    WOUNDED WARRIOR PROJECT
    NATIONAL PROCESSING CENTER
    PO BOX 758512
    TOPEKA,KS666758540
      CHARITABLE CHARITABLE 2,500
    Total .................................bullet 3a 250,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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 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....          
    3
    Interest on savings and temporary cash investments ...........
        14 62,767  
    4 Dividends and interest from securities....     14 121,884  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 137,995  
    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)..   322,646  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13322,646
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    TRIFORD FOUNDATION
    EIN:
    23-7003478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PREPARATION OF FORM 990PF 2,660 1,995   665

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    TRIFORD FOUNDATION
    EIN:
    23-7003478
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WAL-MART STORES    
    MORGAN STANLEY    
    GENERAL ELECTRIC CAPITAL CORP 204,517 203,852
    AMGEN INC 100,000 101,037
    GOLDMAN SACHS GROUP    
    GENERAL ELECTRIC CAPITAL CORP 159,102 150,987
    BARCLAYS BANK 113,595 102,566
    UBS AG STAMFORD, CT 120,398 108,010
    BAXTER INT'L INC 202,396 198,805
    JP MORGAN CHASE 219,682 212,169
    BHP FINANCE USA 154,591 140,895
    KELLOG CO. 221,566 210,275
    CREDIT SUISSE NEW 200,563 199,204
    JOHN DEERE CAPITAL 200,000 196,277

    TY 2015 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. 81,433 172,250
    4000 SHS HCP INC. 96,072 152,960
    2000 SHS JOHNSON & JOHNSON 92,755 205,440
    4000 SHS AMEREN CORPORATION    
    5997 SHS RAYONIER, INC. 74,420 114,531
    3000 SHS EMERSON ELECTRIC CO. 45,345 143,490
    5400 SHS GENERAL ELECTRIC 31,626 168,210
    1500 SHS TECO ENERGY, INC.    
    3000 SHS VERIZON COMMUNICATIONS 82,762 138,660
    3000 SHS MERCK & CO, INC 98,668 158,460
    10000 SHS XEROX CORPORATION    
    2000 SHS CONOCOPHILLIPS 106,168 93,380
    3000 SHS AMERICAN ELECTRIC POWER    
    3000 SHS ISHARES S&P 500 US 119,032 116,550
    3000 SHS BRISTOL-MYERS SQUIBB    
    1500 SHS BRISTOL-MYERS SQUIBB 4,142 103,185
    3000 SHS MAIN STREET CAPITAL CORP 89,329 87,240
    2100 SHS APPLE INC 139,142 221,046
    500 SHS IBM CORP    
    4962 SHS AT&T 19,268 170,742
    3000 SHS MICROSOFT CORP. 93,849 166,440
    4000 SHS PFIZER INC. 100,486 129,120
    3000 SHS CORNING INC. 43,571 54,840
    3000 SHS PATTERN ENERGY GROUP    
    2000 SHS BP PLC ADR 71,850 62,520
    4000 SHS PATTERN ENERGY GROUP 115,859 83,640
    4000 SHS TRANSCANADA CORP. 156,499 130,360
    4500 SHS CENTURYLINK, INC. 141,340 113,220

    TY 2015 LegalFeesSchedule
    Name:
    TRIFORD FOUNDATION
    EIN:
    23-7003478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BURKE T. LEWIS, ESQ 198 148   50


    TY 2015 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 1,122 842   280


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    TRIFORD FOUNDATION
    EIN:
    23-7003478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL ADVISORY FEES 13,093 13,093    


    TY 2015 TaxesSchedule
    Name:
    TRIFORD FOUNDATION
    EIN:
    23-7003478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MICHIGAN ANNUAL RETURN 20 20    
    EXCISE TAX ON INVEST. INCOME 1,930      
    TAXES ON DIVIDENDS 404 404