VOGEL FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: VOGEL FOUNDATION INC (EIN 39-1639595)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-03-22
IRS object ID: 201340819349100504
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Compensation Explanation
Gain Loss Sale Other Assets Sch
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-03-22T13:04:34-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MADISON BOOKKEEPING & TAX SERVICE INC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	6200 GISHOLT DRIVE SUITE 100	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53713	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	391639595	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	VOGEL FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	VOGE	NameControl
Phone	6082415454	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 7696	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53707	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID L VOGEL	Name
Title	PRESIDENT	Title
Phone	6082415454	Phone
Date Signed	2013-03-19	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	THOMAS A BRYS	Name
Phone	6082211685	Phone
Date Prepared	2013-03-22	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	488498	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	1	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	10022	DividendsRevAndExpnss
Dividends Net Invst Incm	10022	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	8388	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	78585	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	133	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	183	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	183	OtherIncomeNetInvstIncm
Total Revenue And Expenses	18594	TotalRevenueAndExpenses
Total Net Investment Income	10339	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	2311	AccountingFeesRevAndExpnss
Other Prof Fees Rev And Expnss	3658	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	3657	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	352	TaxesRevAndExpnss
Taxes Net Invst Incm	164	TaxesNetInvstIncm
Other Expenses Rev And Expnss	10	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	6331	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	3821	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	24150	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	24150	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	30481	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	3821	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	24150	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-11887	ExcessOfRevenueOverExpenses
Net Investment Income	6518	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	10762	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	8957	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	8957	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	435157	InvestmentsOtherBOY
Investments Other EOY	425075	InvestmentsOtherEOY
Investments Other EOYFMV	479541	InvestmentsOtherEOYFMV
Total Assets BOY	445919	TotalAssetsBOY
Total Assets EOY	434032	TotalAssetsEOY
Total Assets EOYFMV	488498	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	445919	RetainedEarningsBOY
Retained Earnings EOY	434032	RetainedEarningsEOY
Total Net Assets BOY	445919	TotalNetAssetsBOY
Total Net Assets EOY	434032	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	445919	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	434032	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	445919	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-11887	ExcessOfRevenueOverExpenses
Subtotal	434032	Subtotal
Total Net Assets Fund Balances EOY	434032	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	133	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	22310	QualifyingDistributionsYear1
Noncharitable Assets Year1	459792	NoncharitableAssetsYear1
Distribution Ratio Year1	0.048522	DistributionRatioYear1
Qualifying Distributions Year2	21576	QualifyingDistributionsYear2
Noncharitable Assets Year2	471145	NoncharitableAssetsYear2
Distribution Ratio Year2	0.045795	DistributionRatioYear2
Qualifying Distributions Year3	26100	QualifyingDistributionsYear3
Noncharitable Assets Year3	429729	NoncharitableAssetsYear3
Distribution Ratio Year3	0.060736	DistributionRatioYear3
Qualifying Distributions Year4	31000	QualifyingDistributionsYear4
Noncharitable Assets Year4	526118	NoncharitableAssetsYear4
Distribution Ratio Year4	0.058922	DistributionRatioYear4
Qualifying Distributions Year5	29370	QualifyingDistributionsYear5
Noncharitable Assets Year5	654061	NoncharitableAssetsYear5
Distribution Ratio Year5	0.044904	DistributionRatioYear5
Total Distribution Ratio	0.258879	TotalDistributionRatio
Average Distribution Ratio	0.051776	AverageDistributionRatio
Net Noncharitable Assets	443531	NetNoncharitableAssets
Adjusted Noncharitable Assets	22964	AdjustedNoncharitableAssets
One Percent Net Investment Income	65	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	23029	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	24150	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	65	InvestmentIncomeExciseTax
Subtotal	65	Subtotal
Tax Based On Investment Income	65	TaxBasedOnInvestmentIncome
Tax Due	65	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	DAVID L VOGEL	BooksInCareOfPersonName
Books In Care Of Phone Number	6082415454	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	2701 PACKERS AVE	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53704	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
DAVID L VOGEL
PO BOX 7696	MADISON	WI	53707	PRESIDENT	2.00	0	0	0
PETER C VOGEL
PO BOX 7696	MADISON	WI	53707	VICE PRESIDE	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	441202	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	9083	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	450285	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	450285	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	6754	CashDeemedCharitable
Net Noncharitable Assets	443531	NetNoncharitableAssets
Minimum Investment Return	22177	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	22177	MinimumInvestmentReturn
Tax Based On Investment Income	65	TaxBasedOnInvestmentIncome
Total Tax	65	TotalTax
Distributable Amount Before Adj	22112	DistributableAmountBeforeAdj
Distributable Amount Before Ded	22112	DistributableAmountBeforeDed
Distributable Amount As Adjusted	22112	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	24150	ExpensesAndContributions
Qualifying Distributions	24150	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	65	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	24085	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	22112	DistributableAmountAsAdjusted
Undistributed Income Prior Year	24152	UndistributedIncomePriorYear
Qualifying Distributions	24150	QualifyingDistributions
Applied To Year1	24150	AppliedToYear1
Taxable Amount2	2	TaxableAmount2
Undistributed Income CY	22112	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	DAVID L VOGEL	ContributingManager
Shareholder Manager	NONE	ShareholderManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	DAVID L VOGEL	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 7696	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53707	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	6082415454	RecipientPhoneNumber
Form And Info And Materials	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.	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	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.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ARTHUR MORGAN SCHOOL
60 AMS CIRCLE	BURNSVILLE	NC	28714	NONE	PUBLIC CHARI	GEN SUPPORT	$400
AMERICAN RED CROSS
4860 SHEBOYGAN AVE	MADISON	WI	53705	NONE	PUBLIC CHARI	GEN SUPPORT	$500
COLUMBUS COMM HOSPITAL FOUNDATION
1515 PARK AVE	COLUMBUS	WI	53925	NONE	PUBLIC CHARI	GEN SUPPORT	$500
CREATIVE PRESCHOOL INC
67 WALNUT AVE	SPRUCE PINE	NC	28777	NONE	PUBLIC CHAR	GEN SUPPORT	$200
EVANSVILLE GROVE SOCIETY INC
PO BOX 234	EVANSVILLE	WI	53536	NONE	PUBLIC CHAR	GEN SUPPORT	$250
GOODMAN-ATWOOD COMMUNITY CENTER
149 WAUBESA ST	MADISON	WI	53704	NONE	PUBLIC CHAR	GEN SUPPORT	$500
HABITAT FOR HUMANITY OF DANE COUNTY
PO BOX 258128	MADISON	WI	53725	NONE	PUBLIC CHAR	GEN SUPPORT	$500
HABITAT FOR HUMANITY OF LAKELAND IN
PO BOX 925	LAKELAND	FL	33802	NONE	PUBLIC CHAR	GEN SUPPORT	$200
HENRY VILAS ZOOLOGICAL SOCIETY
606 RANDALL AVE	MADISON	WI	53715	NONE	PUBLIC CHAR	GEN SUPPORT	$400
MADISON URBAN MINISTRY
2300 S PARK ST 2022	MADISON	WI	53713	NONE	PUBLIC CHAR	GEN SUPPORT	$11,000
MITCHELL COUNTY ANIMAL RESCUE INC
PO BOX 308	SPRUCE PINE	NC	28777	NONE	PUBLIC CHAR	GEN SUPPORT	$100
NATURAL HERITAGE LAND TRUST
303 S PATERSON SUITE 6	MADISON	WI	53703	NONE	PUBLIC CHAR	GEN SUPPORT	$400
OAKWOOD FOUNDATION INC
6201 MINERAL POINT RD	MADISON	WI	53715	NONE	PUBLIC CHAR	GEN SUPPORT	$1,000
PORCHLIGHT INC
306 N BROOKS ST	MADISON	WI	53715	NONE	PUBLIC CHAR	GEN SUPPORT	$400
SAMARITAN COUNSELING CENTER OF SO W
5900 MONONA DR SUITE 100	MADISON	WI	53716	NONE	PUBLIC CHAR	GEN SUPPORT	$200
ST ANNS SCHOOL
324 N HARRISON ST	STOUGHTON	WI	53589	NONE	PUBLIC CHAR	GEN SUPPORT	$500
ST JOHNS LUTHERN CHURCH BUILDING FD
322 E WASHINGTON AVE	MADISON	WI	53703	NONE	PUBLIC CHAR	GEN SUPPORT	$500
SOCIETY OF ST VINCENT DE PAUL
1109 JONATHON DR	MADISON	WI	53713	NONE	PUBLIC CHAR	GEN SUPPORT	$500
THE SALVATION ARMY
PO BOX 928	LAKELAND	FL	33802	NONE	PUBLIC CHAR	GEN SUPPORT	$900
THE SALVATION ARMY
PO BOX 8867	MADISON	WI	53708	NONE	PUBLIC CHAR	GEN SUPPORT	$1,400
TRIANGLE COMMUNITY MINISTRY INC
755 BRAXTON PL 8109	MADISON	WI	53715	NONE	PUBLIC CHAR	GEN SUPPORT	$200
UNIV OF FLORIDA FOUNDATION
PO BOX 116580	GAINESVILLE	FL	32611	NONE	PUBLIC CHAR	GEN SUPPORT	$500
UNIV OF WI FOUNDATION
PO BOX 8860	MADISON	WI	53708	NONE	PUBLIC CHAR	GEN SUPPORT	$1,500
WI COUNCIL OF THE BLIND
754 WILLIAMSON ST	MADISON	WI	53703	NONE	PUBLIC CHAR	GEN SUPPORT	$200
WI PUBLIC RADIO
821 UNIVERSITY AVE	MADISON	WI	53706	NONE	PUBLIC CHAR	GEN SUPPORT	$200
YMCA
101 E MIFFLIN ST	MADISON	WI	53703	NONE	PUBLIC CHAR	GEN SUPPORT	$500
VSA VERY SPECIAL ARTS
1709 ABERG AVE SUITE1	MADISON	WI	53704	NONE	PUBLIC CHAR	GEN SUPPORT	$300
WI PUBLIC TELEVISION
821 UNIVERSITY AVE	MADISON	WI	53706	NONE	PUBLIC CHAT	GEN SUPPORT	$400

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	24150	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$10,022	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$183	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$8,388	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$18,594	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	18594	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	Category
Amount	$2,311	Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

DAVID L VOGEL
PETER C VOGEL

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (6 entries)

NameName	Date AcquiredDateAcquired	How AcquiredHowAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	BasisBasis	Total NetTotalNet
1478.069SH DGA INFLATION PROT	2010-07	PURCHASE	2012-12	19324	16909	2415
76SH ISHARES CORE S&P 500	2010-07	PURCHASE	2012-12	10908	8602	2306
349SH ISAHRES CORE TOT US BOND	2010-07	PURCHASE	2012-11	39157	37528	1629
58SH VANGUARD VALUE EFT	2010-07	PURCHASE	2012-12	3445	2828	617
42SH VANGUARD SM CAP	2010-07	PURCHASE	2012-12	3412	2575	837
30SH SPDR DOW JONES REIT	2010-07	PURCHASE	2012-08	2206	1755	451

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (15 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
1478.069 DFA INFLATION PROTECTED SEC	AT COST
3389.37DFA TWO YEAR GLOBAL FIXED INC	AT COST	34610	34029
520SH SPDR DJ WS REIT	AT COST	30414	37944
363SH VANGUARD SMALL VAL CAP ETF	AT COST	21116	26372
830SH VANGAURD VALUE EFT MSCI	AT COST	40471	48804
116SH VANGUARD FTSE ALL WORLD EX US	AT COST	4718	5307
587SH VANGUARD MSCI	AT COST	25424	26139
4545SHVANGUARD SHORT TERM BOND INDEX	AT COST	48500	48314
610SH VANGUARD SMALL CAP EFT	AT COST	37399	49349
349SH ISHRS BARCLAYS AGGREGATE BOND	AT COST
146SH ISHRS BARCLAYS SHORT TREAS BD	AT COST	16091	16098
795SH ISHRSMSCI ACWI EX US INDEX FD	AT COST	32086	33295
655SH ISHARES S&P 500 INDEX FD	AT COST	74131	93757
250SH ISHRS BARCLAYS 1-3 YR TRS BD	AT COST	21110	21105
370SH ISHRS BARCLAYS 1-3YR CREDIT BD	AT COST	39005	39028

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
FILING FEE	10

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	MISC SETTLEMENTS	Description
Revenue And Expenses Per Books	183	RevenueAndExpensesPerBooks
Net Investment Income	183	NetInvestmentIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	BROKER FEES	Category
Amount	$3,658	Amount
Net Investment Income	3657	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FOREIGN TAX PAID	$164	164
EXCISE TAX	$188