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            <State>WI</State>
            <ZIPCode>53707</ZIPCode>
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          <FormAndInfoAndMaterialsTxt>THERE IS NO REQUIRED APPLICATION FORM. HOWEFER, ALL APPLICATIONS SHOULD INCLUDE A FULL DESCRIPTION OF THE PROJECT, A COPY OF THE APPLICANTS IRS DETERNINATION LETTER, A PROJECT BUDGET AND THE APPLICANT'S CURRENT-YEAR ORGANIZATION BUDGET, SHOWING IN EACH CASE ANTICIPATED SOURCES OF SUPPORT.</FormAndInfoAndMaterialsTxt>
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          <RestrictionsOnAwardsTxt>GRANTS ARE MADE TO UNITS OF GOVERNMENT, PUBLIC SCHOOLS AND NONPROFIT ORGANZIATIONS AND INSTITURIONS WHICH ARE TAX EXENPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE GENERAL FOCUS OF THE FOUNDATION'S GRANTS ARE IN THE AREAS OF EDUCATION, HEALTH AND HUMAN SERVICES GRANTS AR NOT MADE TO INDIVIDUALS. ALL GRANTS FOR SCHOLARSHIPS OR RESEARCH ARE GIVEN TO EDUCATIONAL OR RESEARCH INSTITUTIONS WHICH HAVE FULL RESPOSIBILITY FOR SELECTING INDIVIDUAL RECIPIENTS. GRANTS ARE NOT USUALLY MADE TO SUPPORT OPERATING EXPENSES OF ORGANIZATIONS.</RestrictionsOnAwardsTxt>
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            <City>BURNSVILLE</City>
            <State>NC</State>
            <ZIPCode>28714</ZIPCode>
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            <AddressLine1>149 WAUBESA ST</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53704</ZIPCode>
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          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
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            <BusinessNameLine1>HABITAT FOR HUMANITY OF DANE COUNTY</BusinessNameLine1>
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            <AddressLine1>PO BOX 258128</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53725</ZIPCode>
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          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>200</Amt>
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          <RecipientBusinessName>
            <BusinessNameLine1>HABITAT FOR HUMANITY OF LAKELAND IN</BusinessNameLine1>
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            <AddressLine1>PO BOX 925</AddressLine1>
            <City>LAKELAND</City>
            <State>FL</State>
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          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
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          <RecipientBusinessName>
            <BusinessNameLine1>HENRY VILAS ZOOLOGICAL SOCIETY</BusinessNameLine1>
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            <AddressLine1>606 RANDALL AVE</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53715</ZIPCode>
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            <BusinessNameLine1>MADISON URBAN MINISTRY</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>2300 S PARK ST 2022</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53713</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>11000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>MITCHELL COUNTY ANIMAL RESCUE INC</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>PO BOX 308</AddressLine1>
            <City>SPRUCE PINE</City>
            <State>NC</State>
            <ZIPCode>28777</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>100</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>NATURAL HERITAGE LAND TRUST</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>303 S PATERSON SUITE 6</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53703</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>300</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>OAKWOOD FOUNDATION INC</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>6201 MINERAL POINT RD</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53715</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>SAMARITAN COUNSELING CENTER OF SO W</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>5900 MONONA DR SUITE 100</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53716</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>200</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>ST ANNS SCHOOL</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>324 N HARRISON ST</AddressLine1>
            <City>STOUGHTON</City>
            <State>WI</State>
            <ZIPCode>53589</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>400</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>ST JOHNS LUTHERN CHURCH BUILDING FD</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>322 E WASHINGTON AVE</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53703</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>400</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>SOCIETY OF ST VINCENT DE PAUL</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>1109 JONATHON DR</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53713</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>400</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>THE SALVATION ARMY</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>PO BOX 928</AddressLine1>
            <City>LAKELAND</City>
            <State>FL</State>
            <ZIPCode>33802</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>900</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>THE SALVATION ARMY</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>PO BOX 8867</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53708</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>1400</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>TRIANGLE COMMUNITY MINISTRY INC</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>755 BRAXTON PL 8109</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53715</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>200</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>UNIV OF FLORIDA FOUNDATION</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>PO BOX 116580</AddressLine1>
            <City>GAINESVILLE</City>
            <State>FL</State>
            <ZIPCode>32611</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>UNIV OF WI FOUNDATION</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>PO BOX 8860</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53708</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>1500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>WI COUNCIL OF THE BLIND</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>754 WILLIAMSON ST</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53703</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>200</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>WI PUBLIC RADIO</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>821 UNIVERSITY AVE</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53706</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>200</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>YMCA</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>101 E MIFFLIN ST</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53703</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>VSA VERY SPECIAL ARTS</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>1709 ABERG AVE SUITE1</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53704</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>300</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>WI PUBLIC TELEVISION</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>821 UNIVERSITY AVE</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53706</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>400</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>EDGEWOOD COLLEGE SCHOOL OF NURSING</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>1000 EDGEWOOD COLLEGE DR</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53711</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>2000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1>GOODWILL IND OF SO CENTRAL WI</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>1302 MENDOTA ST</AddressLine1>
            <City>MADISON</City>
            <State>WI</State>
            <ZIPCode>53791</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHAR</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GEN SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>200</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>26800</TotalGrantOrContriPdDurYrAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>1</ExclusionAmt>
        </IntOnSavAndTempCashInvstGrp>
        <DivAndIntFromSecPartVIIGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>9839</ExclusionAmt>
        </DivAndIntFromSecPartVIIGrp>
        <OtherInvestmentIncmPartVIIGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>47</ExclusionAmt>
        </OtherInvestmentIncmPartVIIGrp>
        <GainSalesAstOthThanInvntryGrp>
          <ExclusionCd>18</ExclusionCd>
          <ExclusionAmt>150</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>8199</RelatedOrExemptFunctionIncmAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <ExclusionAmt>10037</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>8199</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>18236</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AccountingFeesSchedule documentId="RetDoc2">
      <AccountingFeesDetail>
        <CategoryTxt>TAX PREPARATION</CategoryTxt>
        <Amt>1695</Amt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <CompensationExplanation documentId="RetDoc3">
      <CompensationExplanationGrp>
        <PersonNm>DAVID L VOGEL</PersonNm>
      </CompensationExplanationGrp>
      <CompensationExplanationGrp>
        <PersonNm>PETER C VOGEL</PersonNm>
      </CompensationExplanationGrp>
    </CompensationExplanation>
    <GainLossSaleOtherAssetsSch documentId="RetDoc4">
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>25SH ISHARES CORE S&amp;P 500</AssetDesc>
        <AcquiredDt>2010-09</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2013-08</SoldDt>
        <GrossSalesPriceAmt>4257</GrossSalesPriceAmt>
        <BasisAmt>2829</BasisAmt>
        <TotalNetAmt>1428</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>53SH VANGUARD US SM CAP VAL</AssetDesc>
        <AcquiredDt>2010-09</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2013-08</SoldDt>
        <GrossSalesPriceAmt>4769</GrossSalesPriceAmt>
        <BasisAmt>3083</BasisAmt>
        <TotalNetAmt>1686</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>75SH VANGUARD US LARGE CAP VAL</AssetDesc>
        <AcquiredDt>2010-09</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2013-08</SoldDt>
        <GrossSalesPriceAmt>5359</GrossSalesPriceAmt>
        <BasisAmt>3657</BasisAmt>
        <TotalNetAmt>1702</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>85SH VANGUARD US SM CAP INDEX</AssetDesc>
        <AcquiredDt>2010-09</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2013-08</SoldDt>
        <GrossSalesPriceAmt>8594</GrossSalesPriceAmt>
        <BasisAmt>5211</BasisAmt>
        <TotalNetAmt>3383</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
    </GainLossSaleOtherAssetsSch>
    <InvestmentsOtherSchedule2 documentId="RetDoc5">
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>3389.37DFA TWO YEAR GLOBAL FIXED INC</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>34610</BookValueAmt>
        <EOYFMVAmt>33928</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>520SH SPDR DJ WS REIT</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>30414</BookValueAmt>
        <EOYFMVAmt>37060</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>310SH VANGUARD SMALL VAL CAP ETF</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>18033</BookValueAmt>
        <EOYFMVAmt>30185</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>755SH VANGAURD VALUE EFT MSCI</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>36814</BookValueAmt>
        <EOYFMVAmt>57674</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>116SH VANGUARD FTSE ALL WORLD EX US</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>4718</BookValueAmt>
        <EOYFMVAmt>5885</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>587SH VANGUARD MSCI</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>25424</BookValueAmt>
        <EOYFMVAmt>24149</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>4545SHVANGUARD SHORT TERM BOND INDEX</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>48500</BookValueAmt>
        <EOYFMVAmt>47677</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>525SH VANGUARD SMALL CAP EFT</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>32188</BookValueAmt>
        <EOYFMVAmt>57724</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>146SH ISHRS BARCLAYS SHORT TREAS BD</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>16091</BookValueAmt>
        <EOYFMVAmt>16097</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>795SH ISHRSMSCI ACWI EX US INDEX FD</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>32086</BookValueAmt>
        <EOYFMVAmt>37103</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>630SH ISHARES S&amp;P 500 INDEX FD</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>71302</BookValueAmt>
        <EOYFMVAmt>116960</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>250SH ISHRS BARCLAYS 1-3 YR TRS BD</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>21110</BookValueAmt>
        <EOYFMVAmt>21095</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>370SH ISHRS BARCLAYS 1-3YR CREDIT BD</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>39005</BookValueAmt>
        <EOYFMVAmt>39020</EOYFMVAmt>
      </InvestmentsOtherGrp>
    </InvestmentsOtherSchedule2>
    <OtherExpensesSchedule documentId="RetDoc6">
      <OtherExpensesScheduleGrp>
        <Desc>EXPENSES</Desc>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>FILING FEE</Desc>
        <RevenueAndExpensesPerBooksAmt>10</RevenueAndExpensesPerBooksAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <OtherIncomeSchedule2 documentId="RetDoc7">
      <OtherIncomeDetail>
        <Desc>MISC SETTLEMENTS</Desc>
        <RevenueAndExpensesPerBooksAmt>47</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>47</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>47</AdjustedNetIncomeAmt>
      </OtherIncomeDetail>
    </OtherIncomeSchedule2>
    <OtherProfessionalFeesSchedule documentId="RetDoc8">
      <OtherProfessionalFeesDetail>
        <CategoryTxt>BROKER FEES</CategoryTxt>
        <Amt>3902</Amt>
        <NetInvestmentIncomeAmt>3902</NetInvestmentIncomeAmt>
      </OtherProfessionalFeesDetail>
    </OtherProfessionalFeesSchedule>
    <TaxesSchedule documentId="RetDoc9">
      <TaxesDetail>
        <CategoryTxt>FOREIGN TAX PAID</CategoryTxt>
        <Amt>184</Amt>
        <NetInvestmentIncomeAmt>184</NetInvestmentIncomeAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>EXCISE TAX</CategoryTxt>
        <Amt>65</Amt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>