JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION (EIN 38-3461005)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-06
IRS object ID
202420979349100007
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-06T12:50:11-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382462587PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSLUND PRESTAGE & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1525 W WARWICK DR STE AAddressLine1Txt
CityALMACityNm
State AbbreviationMIStateAbbreviationCd
ZIP48801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383461005EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEAN AND STEWART THIEMKEYBusinessNameLine1Txt
Business Name Line2SCHOLARSHIP FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEANBusinessNameControlTxt
Phone8286694485PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line144 HUNTING LODGE DRIVEAddressLine1Txt
CityBLACK MOUNTAINCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM THIEMKEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8286694485PhoneNum
Signature2024-03-28SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastTHIEMKEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY C KELLNERPreparerPersonNm
PTINP00014488PTIN
Phone9894636123PhoneNum
Preparation2024-03-28PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$134,997FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,305ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,549InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,549InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,102DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,102DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,788NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,680GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,347CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,168TotalRevAndExpnssAmt
Total Net Invst Incm$5,998TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$300AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$354TaxesRevAndExpnssAmt
Taxes Net Invst Incm$354TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$224OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$224OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$878TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$878TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,128TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$878TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,960ExcessRevenueOverExpensesAmt
Net Investment Income$5,120NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,704CashBOYAmt
Cash EOY$3,477CashEOYAmt
Cash EOYFMV$3,477CashEOYFMVAmt
Other Investments BOY$143,297OtherInvestmentsBOYAmt
Other Investments EOY$139,564OtherInvestmentsEOYAmt
Other Investments EOYFMV$131,520OtherInvestmentsEOYFMVAmt
Total Assets BOY$145,001TotalAssetsBOYAmt
Total Assets EOY$143,041TotalAssetsEOYAmt
Total Assets EOYFMV$134,997TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$145,001NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$143,041NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$145,001TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$143,041TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$145,001TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$143,041TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$145,001TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,960ExcessRevenueOverExpensesAmt
Subtotal$143,041SubtotalAmt
Tot Net Ast Or Fund Balances EOY$143,041TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,347CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$71InvestmentIncomeExciseTaxAmt
Subtotal$71SubtotalAmt
Tax Based On Investment Income$71TaxBasedOnInvestmentIncomeAmt
Tax Due$71TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM THIEMKEYIndividualWithBooksNm
Phone8286694485PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line144 HUNTING LODGEAddressLine1Txt
CityBLACK MOUNTAINCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28711ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12022UndistributedIncomePY1Yr
Undistributed Income PY22021UndistributedIncomePY2Yr
Undistributed Income PY32020UndistributedIncomePY3Yr
Undistributed Income PY42019UndistributedIncomePY4Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD THIEMKEY
44 HUNTING LODGEBLACK MOUNTAINNC28711PRESIDENT000.00$0$0$0
JUDY MATTHEWS
381 N SAGINAW STLAPEERMI48446DIRECTOR000.00$0$0$0
WILLIAM THIEMKEY
44 HUNTING LODGEBLACK MOUNTAINNC28711TREASURER000.00$0$0$0
ANDREA THIEMKEY
44 HUNTING LODGEBLACK MOUNTAINNC28711SECRETARY000.00$0$0$0
JEFF LUEHM
381 N SAGINAW STLAPEERMI48446DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$131,634AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,591AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$134,225TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$134,225AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,013CashDeemedCharitableAmt
Net Vl Noncharitable Assets$132,212NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,611MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,611MinimumInvestmentReturnAmt
Tax Based On Investment Income$71TaxBasedOnInvestmentIncomeAmt
Total Tax$71TotalTaxAmt
Distributable Before Adj$6,540DistributableBeforeAdjAmt
Distributable Before Ded$6,540DistributableBeforeDedAmt
Distributable As Adjusted$6,540DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,250ExpensesAndContributionsAmt
Qualifying Distributions$4,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,540DistributableAsAdjustedAmt
Undistributed Income PY$6,905UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$18,169TotalForPriorYearsAmt
Qualifying Distributions$4,250QualifyingDistributionsAmt
Applied To Year1$4,250AppliedToYear1Amt
Prior Year Undistributed Incm$18,169PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$18,169PriorYearDeficiencyOrTaxAmt
Taxable2$2,655Taxable2Amt
Undistributed Income CY$6,540UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM THIEMKEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line144 HUNTING LODGEAddressLine1Txt
CityBLACK MOUNTAINCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28711ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8286694485RecipientPhoneNum
Form And Info And MaterialsNO STANDARD FORMAT HAD BEEN ESTABLISHED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINES HAVE BEEN ESTABLISHED.SubmissionDeadlinesTxt
Restrictions On AwardsAWARDS ARE GIVEN TO SENIOR STUDENTS AT LAPEER WEST SCHOOL WITH A STRONG INTEREST IN PURSUING TEACHING AS A CAREER. A STRONG PREFERENCE WILL BE GIVEN TO STUDENTS WHO ARE ACCEPTED TO EASTERN MICHIGAN UNIVERSITY, THE UNIVERSITY OF MICHIGAN OR ALMA COLLEGE. A 3.0 GPA AND A 22 OR BETTER ACT (OR ITS EQUIVALENT) SHALL BE USED FOR ACADEMIC STANDARDS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SCHOLARSHIP - EMILY DUNCAN
LAPEER MICHIGANLAPEERMI48446NONEPAIDSCHOLARSHIP$1,000
SCHOLARSHIP - DELANIE FLEURY
LAPEER MICHIGANLAPEERMI48446NONEPAIDSCHOLARSHIP$1,000
SCHOLARSHIP - KNICKERBACKER
LAPEER MICHIGANLAPEERMI48846NONEPAIDSCHOLARSHIP$1,250
SCHOLARSHIP - KRYSTAL GATES
LAPEER MICHIGANLAPEERMI48846NONEPAIDSCHOLARSHIP$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,549ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,102ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$2,788RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,651ExclusionAmt
Related Or Exempt Function Incm-$2,788RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,863TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
95INTEREST INCOME HELPS INCREASE ASSET VALUE WHICH IS USED TO PROVIDE SCHOLARSHIPS, WHICH IS THE PURPOSE OF THIS PRIVATE FOUNDATION
4DIVIDEND INCOME HELPS INCREASE ASSET VALUE WHICH IS USED TO PROVIDE SHCOLARSHIPS, WHICH IS THE PURPOSE OF THIS PRIVATE FOUNDATION

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$300Amt
Net Investment Income$300NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetHANNESBRANDS INCAssetDesc
Acquired2021-11AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2023-10SoldDt
Gross Sales Price$2,333GrossSalesPriceAmt
Basis$6,468BasisAmt
Total Net-$4,135TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (26 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EDWARD JONES - CASHAT COST$482$482
VANGUARD - LIFE STRATAT COST$7,711$8,129
VANGUARD - REIT INDEX ADMAT COST$3,628$5,311
A T & TAT COST$5,383$2,517
CHEVRONAT COST$5,921$7,458
ISABELLA BANK CORPAT COST$4,814$4,300
VANGUARD - FED MONEY MKTAT COST$5,155$5,155
A T & T INC GLOBAL NOTE 4.25%AT COST$25,789$24,736
I B M CORPAT COST$3,246$4,089
PFIZER INCAT COST$4,285$3,599
SOUTHWEST AIRLINESAT COST$3,058$2,166
VANGUARD - GLOBAL EQUITYAT COST$5,758$4,619
VANGUARD - GROWTH & INCOMEAT COST$10,125$8,831
VANGUARD - HEALTH CARE FUNDAT COST$5,527$5,237
VANGUARD - SMALL CAP INDEX FUNDAT COST$6,123$6,151
VANGUARD - STAR FUNDAT COST$8,341$6,862
BHP GROUP LTDAT COST$5,740$6,831
HANESBRANDS INCAT COST
KRAFT HEINZAT COST$3,496$3,698
3MAT COST$3,837$2,733
VERIZONAT COST$6,241$5,278
WOODSIDE ENERGYAT COST$301$295
CHESAPEAKE ENERGY CORPAT COST$2,353$2,308
COMERICA INCAT COST$2,853$4,186
EQUITY RESIDENTIALAT COST$5,294$2,446
FEDERATED US TREASURY OBLIGATIONAT COST$4,103$4,103

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
PLACQUE$224$224

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX FEECategoryTxt
Amt$354Amt
Net Investment Income$354NetInvestmentIncomeAmt

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