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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
F ROSS BIRKHILL AND LAURA JEAN BIRKHILL
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI482757874
A Employer identification number

41-2184583
B Telephone number (see instructions)

(248) 645-8947
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
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$1,180,410
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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 43,013 42,279  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -25,250
b Gross sales price for all assets on line 6a 1,014,385
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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........ 17,763 42,279  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 17,175 17,175   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,252 618   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 30 30    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,457 17,823 0 0
25 Contributions, gifts, grants paid....... 72,029 72,029
26 Total expenses and disbursements. Add lines 24 and 25 91,486 17,823 0 72,029
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -73,723
b Net investment income (if negative, enter -0-) 24,456
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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.............      
2 Savings and temporary cash investments......... 45,939 55,892 55,892
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 831,400 Click to see attachment801,180 875,056
c Investments—corporate bonds (attach schedule)....... 304,656 Click to see attachment250,713 249,462
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 1,181,995 1,107,785 1,180,410
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,181,995 1,107,785
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 1,181,995 1,107,785
31 Total liabilities and net assets/fund balances (see instructions). 1,181,995 1,107,785
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
1,181,995
2
Enter amount from Part I, line 27a .....................
2
-73,723
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
30
4
Add lines 1, 2, and 3 ..........................
4
1,108,302
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
517
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,107,785
Form 990-PF (2018)
Form 990-PF (2018)
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 47. ABBOTT LABS   2017-01-10 2018-10-31
b 78. ABBOTT LABS   2017-01-10 2018-12-24
c 50. ABBOTT LABS   2018-09-17 2018-12-24
d 56. ABBVIE INC   2015-07-31 2018-03-19
e 81. ABBVIE INC   2016-12-05 2018-12-24
53. AMERICAN INTL GROUP INC   2018-02-09 2018-09-17
334. AMERICAN INTL GROUP INC   2018-10-31 2018-11-16
107. ARES CAPITAL CORP   2018-03-19 2018-12-07
864. ARES CAPITAL CORP   2016-12-05 2018-12-07
255. BB&T CORP   2017-05-04 2018-10-24
37. BB&T CORP   2018-09-17 2018-10-24
8. CVS CORPORATION (DEL)   2017-06-09 2018-09-17
58. CVS CORPORATION (DEL)   2018-05-31 2018-12-24
61. CVS CORPORATION (DEL)   2017-06-21 2018-12-24
431. CA INC   2016-11-30 2018-07-12
43. CISCO SYS INC   2016-12-05 2018-09-17
42. CISCO SYS INC   2016-12-05 2018-10-31
60. CONOCOPHILLIPS   2016-12-05 2018-05-31
71. CONOCOPHILLIPS   2016-12-05 2018-12-24
82. CORESITE RLTY CORP   2018-01-10 2018-02-09
11. CORNING INCORPORATED   2016-12-05 2018-12-24
55. CORNING INCORPORATED   2018-09-17 2018-12-24
909. DBX ETF TR EAFE CURRENCY-HEDGED EQUITY F   2017-05-23 2018-09-21
183. DBX ETF TR EAFE CURRENCY-HEDGED EQUITY F   2018-09-17 2018-12-24
3468. DBX ETF TR EAFE CURRENCY-HEDGED EQUITY F   2017-05-23 2018-12-24
38. EMERSON ELEC CO   2018-09-17 2018-12-24
183. EMERSON ELEC CO   2017-09-07 2018-12-24
34. EXTENDED STAY AMER INC   2016-11-30 2018-09-17
398. EXTENDED STAY AMER INC   2016-11-30 2018-12-24
54. FIRST AMERN FINL CORP   2018-02-08 2018-10-26
37. FIRST AMERN FINL CORP   2018-02-08 2018-10-31
58. FIRST AMERN FINL CORP   2017-06-21 2018-10-31
66. FIRST AMERN FINL CORP   2017-06-21 2018-12-24
27. GALLAGHER ARTHUR J & CO   2016-11-30 2018-09-17
21. GALLAGHER ARTHUR J & CO   2016-11-30 2018-10-31
226. GALLAGHER ARTHUR J & CO   2016-11-30 2018-12-24
35. GILEAD SCIENCES INC   2018-07-12 2018-09-17
62. GILEAD SCIENCES INC   2018-07-12 2018-12-24
40. GILEAD SCIENCES INC   2017-07-20 2018-12-24
59. INTEL CORP   2016-11-30 2018-12-24
17. IBM CORP   2018-09-17 2018-10-31
85. IBM CORP   2017-07-26 2018-11-01
1. IBM CORP   2018-07-31 2018-11-01
97. INTERNATIONAL PAPER CO   2018-09-17 2018-12-24
185. INTERNATIONAL PAPER CO   2016-11-22 2018-12-24
272. INTERPUBLIC GROUP COS INC   2017-05-02 2018-12-24
83. INTERPUBLIC GROUP COS INC   2018-09-17 2018-12-24
48. LAMB WESTON HOLDINGS, INC   2017-01-09 2018-02-08
60. LAMB WESTON HOLDINGS, INC   2017-01-09 2018-08-17
8. LAMB WESTON HOLDINGS, INC   2017-01-09 2018-09-17
43. LAMB WESTON HOLDINGS, INC   2017-01-09 2018-09-18
73. LAMB WESTON HOLDINGS, INC   2017-01-09 2018-12-24
38. LAS VEGAS SANDS CORP   2018-09-17 2018-11-16
166. LAS VEGAS SANDS CORP   2017-10-03 2018-11-16
154. LEGG MASON INC   2017-01-25 2018-12-24
61. LEGG MASON INC   2018-09-17 2018-12-24
25. MERCK & CO INC NEW   2016-12-05 2018-12-24
217. MORGAN STANLEY   2018-10-24 2018-12-24
81. NORFOLK SOUTHERN CORP   2017-08-03 2018-12-24
18. NORFOLK SOUTHERN CORP   2018-09-17 2018-12-24
114. NUCOR CORP   2017-04-11 2018-12-24
547. OLD REP INTL CORP   2016-11-30 2018-12-24
265. OLIN CORP COM PAR $1   2018-11-01 2018-12-24
124. OLIN CORP COM PAR $1   2016-11-02 2018-12-24
74. ONEOK INC   2017-03-06 2018-05-11
22. ONEOK INC   2018-09-17 2018-12-24
93. ONEOK INC   2017-02-10 2018-12-24
179. PBF ENERGY INC   2016-09-02 2018-05-11
45. PBF ENERGY INC   2018-09-17 2018-12-24
171. PBF ENERGY INC   2017-03-24 2018-12-24
48. PACWEST BANCORP   2018-09-17 2018-12-24
109. PACWEST BANCORP   2016-12-05 2018-12-24
175. PRINCIPAL FINANCIAL GROUP   2018-11-01 2018-12-24
8. RAYTHEON COMPANY   2016-11-30 2018-09-17
12. REGAL ENTERTAINMENT GROUP CL A   2016-12-22 2018-01-02
61. REGAL ENTERTAINMENT GROUP CL A   2016-12-27 2018-01-05
10. REGAL ENTERTAINMENT GROUP CL A   2016-12-23 2018-01-08
4. REGAL ENTERTAINMENT GROUP CL A   2016-12-23 2018-01-09
117. REGAL ENTERTAINMENT GROUP CL A   2017-08-23 2018-01-09
75. REGAL ENTERTAINMENT GROUP CL A   2017-08-23 2018-01-10
146. RYDER SYSTEMS INC   2016-11-02 2018-12-07
73. RYDER SYSTEMS INC   2018-05-31 2018-12-07
403. SPDR S&P INTL SMALL CAP   2016-11-14 2018-01-02
463. SPDR S&P INTL SMALL CAP   2017-02-07 2018-03-09
1460. SPDR S&P INTL SMALL CAP   2018-05-07 2018-08-22
2156. SPDR S&P INTL SMALL CAP   2016-06-13 2018-08-22
119. STARWOOD PPTY TR INC   2014-09-04 2018-09-17
205. STARWOOD PPTY TR INC   2014-09-04 2018-12-24
150. STARWOOD PPTY TR INC   2018-08-10 2018-12-24
15. SUNTRUST BANKS INC   2018-02-09 2018-09-17
21. SYSCO   2018-09-17 2018-12-24
44. SYSCO   2017-07-13 2018-12-24
20. TAPESTRY INC   2016-09-23 2018-02-08
27. TAPESTRY INC   2017-08-22 2018-09-17
258. TAPESTRY INC   2017-08-22 2018-12-24
244. VANGUARD SHORT TERM CORP BOND INDEX FD   2017-05-23 2018-03-09
93. VANGUARD SHORT TERM CORP BOND INDEX FD   2017-05-23 2018-09-17
140. VANGUARD SHORT TERM CORP BOND INDEX FD   2018-05-07 2018-09-17
1913. VANGUARD SHORT TERM CORP BOND INDEX FD   2017-03-07 2018-12-07
272. WELLS FARGO & CO NEW   2017-07-06 2018-02-09
25000. WILLAMETTE INDS INC 7% 02/01/2018   2009-11-18 2018-02-01
1903. WISDOMTREE INTL SMALL CAP DIV   2018-09-17 2018-12-24
145. INTERNATIONAL GAME TECHNOLOGY   2018-10-31 2018-12-24
407. NIELSEN HOLDINGS PLC   2018-08-17 2018-11-16
166. NIELSEN HOLDINGS PLC   2017-10-20 2018-11-16
30. TE CONNECTIVITY LTD   2018-09-17 2018-12-24
50. TE CONNECTIVITY LTD   2016-11-22 2018-12-24
1774. SCORPIO TANKERS INC   2017-08-25 2018-11-16
375. SCORPIO TANKERS INC   2018-09-17 2018-11-16
CAPITAL GAIN DIVIDENDS P    
(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 3,259   1,948 1,311
b 5,142   3,233 1,909
c 3,296   3,390 -94
d 6,255   3,923 2,332
e 6,830   5,525 1,305
2,824   3,153 -329
14,297   18,454 -4,157
1,779   1,644 135
14,368   14,735 -367
11,816   11,265 551
1,714   1,860 -146
623   629 -6
3,660   4,030 -370
3,850   4,782 -932
18,923   13,826 5,097
2,030   1,270 760
1,924   1,240 684
4,032   2,971 1,061
4,176   3,416 760
7,836   9,228 -1,392
311   260 51
1,556   1,947 -391
29,356   28,037 1,319
4,987   5,790 -803
94,498   90,620 3,878
2,124   2,963 -839
10,230   10,812 -582
672   530 142
5,926   6,205 -279
2,364   3,022 -658
1,655   2,071 -416
2,594   2,600 -6
2,831   2,882 -51
2,026   1,362 664
1,572   1,059 513
15,774   10,683 5,091
2,549   2,707 -158
3,815   4,794 -979
2,462   2,940 -478
2,614   2,058 556
1,955   2,486 -531
9,900   12,898 -2,998
116   145 -29
3,689   5,202 -1,513
7,036   8,997 -1,961
5,399   6,512 -1,113
1,648   1,883 -235
2,659   1,766 893
3,863   2,207 1,656
538   294 244
2,869   1,582 1,287
5,202   2,681 2,521
2,018   2,346 -328
8,813   10,645 -1,832
3,667   5,133 -1,466
1,452   1,883 -431
1,805   1,499 306
8,036   9,534 -1,498
11,350   8,298 3,052
2,522   3,225 -703
5,792   6,975 -1,183
10,950   9,648 1,302
4,841   6,087 -1,246
2,265   2,718 -453
4,871   4,011 860
1,146   1,489 -343
4,846   4,867 -21
7,392   4,284 3,108
1,359   2,354 -995
5,165   3,604 1,561
1,509   2,403 -894
3,427   5,711 -2,284
7,294   8,331 -1,037
1,638   1,199 439
275   252 23
1,394   1,270 124
229   207 22
91   83 8
2,676   2,289 387
1,716   1,074 642
7,487   10,103 -2,616
3,744   5,353 -1,609
14,437   12,038 2,399
16,570   13,815 2,755
49,393   51,895 -2,502
72,940   63,636 9,304
2,638   2,840 -202
3,967   4,893 -926
2,902   3,272 -370
1,020   995 25
1,266   1,540 -274
2,654   2,282 372
985   722 263
1,363   1,108 255
8,356   9,407 -1,051
19,103   19,531 -428
7,261   7,425 -164
10,930   10,933 -3
148,428   152,220 -3,792
15,100   15,203 -103
25,000   24,767 233
110,842   135,723 -24,881
1,975   2,704 -729
10,420   13,064 -2,644
4,250   6,949 -2,699
2,126   2,801 -675
3,544   3,292 252
3,043   8,489 -5,446
643   699 -56
      35
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       1,311
b       1,909
c       -94
d       2,332
e       1,305
      -329
      -4,157
      135
      -367
      551
      -146
      -6
      -370
      -932
      5,097
      760
      684
      1,061
      760
      -1,392
      51
      -391
      1,319
      -803
      3,878
      -839
      -582
      142
      -279
      -658
      -416
      -6
      -51
      664
      513
      5,091
      -158
      -979
      -478
      556
      -531
      -2,998
      -29
      -1,513
      -1,961
      -1,113
      -235
      893
      1,656
      244
      1,287
      2,521
      -328
      -1,832
      -1,466
      -431
      306
      -1,498
      3,052
      -703
      -1,183
      1,302
      -1,246
      -453
      860
      -343
      -21
      3,108
      -995
      1,561
      -894
      -2,284
      -1,037
      439
      23
      124
      22
      8
      387
      642
      -2,616
      -1,609
      2,399
      2,755
      -2,502
      9,304
      -202
      -926
      -370
      25
      -274
      372
      263
      255
      -1,051
      -428
      -164
      -3
      -3,792
      -103
      233
      -24,881
      -729
      -2,644
      -2,699
      -675
      252
      -5,446
      -56
       
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 -25,250
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))
2017 65,690 1,300,313 0.050519
2016 62,526 1,241,932 0.050346
2015 75,576 1,306,782 0.057834
2014 66,352 1,390,537 0.047717
2013 71,859 1,392,337 0.05161
2
Total of line 1, column (d) .....................
2
0.258026
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.051605
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,303,180
5
Multiply line 4 by line 3......................
5
67,251
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
245
7
Add lines 5 and 6........................
7
67,496
8
Enter qualifying distributions from Part XII, line 4,.............
8
72,029
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 245
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 0
3 Add lines 1 and 2........................... 3 245
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 245
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,119
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,119
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 874
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet248 RefundedBullet 11 626
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)
    bulletMI
    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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 ofbulletCOMERICA BANK Telephone no.bullet (313) 222-3568

    Located atbullet411 WEST LAFAYETTE M/C 3420DETROITMI ZIP+4bullet48226
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    1c
     
    No
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    WILLIAM BIRKHILL PRESIDENT
    1
    0    
    253 MARBLEHEAD
    BLOOMFIELD HILLS,MI48304
    FREDERICK BIRKHILL JR VICE PRESIDENT
    1
    0    
    11764 DEXTER-PINCKNEY RD
    PICKNEY,MI48169
    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 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.............bullet0
    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 (2018)
    Form 990-PF (2018)
    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
    1,267,482
    b
    Average of monthly cash balances.......................
    1b
    55,543
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,323,025
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,323,025
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    19,845
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,303,180
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    65,159
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    65,159
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    245
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    245
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    64,914
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    64,914
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    64,914
    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
    72,029
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    72,029
    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
    245
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    71,784
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 64,914
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 35,960
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 72,029
    a Applied to 2017, but not more than line 2a 35,960
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 36,069
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    28,845
    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) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WILLIAM BIRKHILL
    253 MARBLEHEAD
    BLOOMFIELD HIILLS,MI48304
    (248) 258-0366
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OF REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    THE SALVATION ARMY
    16130 NORTHLAND DR
    SOUTHLAND,MI48075
    NONE EXEMPT CHARITY GENERAL OPERATIONS 12,000
    FRANKLIN FURANCE ARCHIVE INC
    200 WILLOUGHBY AVENUE
    BROOKLYN,NY11025
    NONE PUBLIC CHARITY SUPPORT OF AVANT-GRADE ART 3,000
    CORNING MUSEUM OF GLASS
    ONE MUSEUM WAY
    CORNING,NY14830
    NONE EXEMPT CHARITY SUPPORT 7,500
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256
    NONE PUBLIC CHARITY SUPPORT OF DAILY OPERATIONS 1,500
    DEXTER AREA MUSEUM INC
    3443 INVERNESS
    DEXTER,MI48130
    NONE EXEMPT SUPPORT 6,500
    LEADER DOGS FOR THE BLIND
    1039 S ROCHESTER RD
    ROCHESTER HILLS,MI483073115
    NONE EXEMPT SUPPORT OF DAILY OPERATONS 2,000
    HUMANE SOCIETY OF HURON VALLEY
    3100 CHERRY HILL ROAD
    ANN ARBOR,MI48105
    NONE EXEMPT SUPPORT 2,500
    GLEANERS COMMUNITY FOOD BANK INC
    2131 BEAUFAIT
    DETROIT,MI482073410
    NONE EXEMPT SUPPORT 3,000
    HOSPICE OF MICHIGAN INC
    400 MACK AVENUE
    DETROIT,MI48201
    NONE EXEMPT SUPPORT 1,000
    ANN ARBOR FILM FESTIVAL INC
    217 N FIRST STREET
    ANN ARBOR,MI48104
    NONE EXEMPT SUPPORT 3,029
    SHELTER ASSOCIATION OF WASHTENAW
    COUNTY
    PO BOX 7370
    ANN ARBOR,MI48107
    NONE EXEMPT SUPPORT 2,500
    OAKLAND LITERACY COUNCIL
    2550 S TELGRAPH ROAD SUITE 114
    BLOOMFIELD HILLS,MI483020951
    NONE EXEMPT SUPPORT 2,000
    PURPLE ROSE THEATRE COMPANY
    137 PARK STREET
    CHELSEA,MI481181038
    NONE EXEMPT SUPPORT DAILY OPERATIONS 1,500
    AVALON NONPROFIT HOUSING CORP
    1327 JONES DRIVE SUITE 102
    ANN ARBOR,MI48105
    NONE EXEMPT SUPPORT DAILY OPERATIONS 3,000
    THE UNIVERSITY OF MICHIGAN
    1000 OAKBROOK DRIVE SUITE 1000
    ANN ARBOR,MI481046815
    NONE EXEMPT SUPPORT 11,000
    WAYNE STATE UNIVERSITY
    5700 CASS AVENUE SUITE 1200
    DETROIT,MI48202
    NONE EXEMPT SUPPORT 1,000
    NATIONAL PUBLIC RADIO INC
    1111 NORTH CAPITOL STREET NE
    WASHINGTON,DC20002
    NONE EXEMPT SUPPORT OF DAILY OPERATIONS 2,000
    ARNOLD PALMER MEDICAL CENTER
    FOUNDATION
    3160 SOUTHGATE COMMERCE BLVD STE 50
    ORANDO,FL32806
    NONE EXEMPT SUPPORT 5,000
    YOUTH JUSTICE FUND
    221 N MAIN ST STE 300
    ANN ARBOR,MI48104
    NONE PUBLIC CHARITY SUPPORT FOR DAILY 2,000
    Total .................................bullet 3a 72,029
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........
             
    4 Dividends and interest from securities....     14 43,013  
    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 -25,250  
    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)..   17,763  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    17,763
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    F ROSS BIRKHILL AND LAURA JEAN BIRKHILL
    EIN:
    41-2184583
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 250,713 249,462

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    F ROSS BIRKHILL AND LAURA JEAN BIRKHILL
    EIN:
    41-2184583
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 801,180 875,056

    TY 2018 OtherDecreasesSchedule
    Name:
    F ROSS BIRKHILL AND LAURA JEAN BIRKHILL
    EIN:
    41-2184583
    Description Amount
    ROC ADJUSTMENT ON SOLD SECURITIES 517


    TY 2018 OtherIncreasesSchedule
    Name:
    F ROSS BIRKHILL AND LAURA JEAN BIRKHILL
    EIN:
    41-2184583
    Description Amount
    DIFFERENCE BETWEEN TAXABLE INCOME AND CASH RECEIPTS 30