JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION (EIN 38-3461005)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201521359349102522
Schema version
2014v5.0
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)
Return2015-05-15T10:29:52-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-04-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY C KELLNER CPAPreparerPersonNm
PTINP00014488PTIN
Phone9894636123PhoneNum
Preparation2015-04-08PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$106,635FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,473DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,473DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$257NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$257GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$257CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,234TotalRevAndExpnssAmt
Total Net Invst Incm$1,734TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$400AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$21TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$53OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$53OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$474TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$474TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,474TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$474TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$760ExcessRevenueOverExpensesAmt
Net Investment Income$1,260NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,516CashBOYAmt
Cash EOY$2,572CashEOYAmt
Cash EOYFMV$2,572CashEOYFMVAmt
Other Investments BOY$91,968OtherInvestmentsBOYAmt
Other Investments EOY$93,672OtherInvestmentsEOYAmt
Other Investments EOYFMV$104,063OtherInvestmentsEOYFMVAmt
Total Assets BOY$95,484TotalAssetsBOYAmt
Total Assets EOY$96,244TotalAssetsEOYAmt
Total Assets EOYFMV$106,635TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$95,484UnrestrictedBOYAmt
Unrestricted EOY$96,244UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$95,484TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$96,244TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$95,484TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$96,244TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$95,484TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$760ExcessRevenueOverExpensesAmt
Subtotal$96,244SubtotalAmt
Tot Net Ast Or Fund Balances EOY$96,244TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$257CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$94,494NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.021165DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$85,632NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.035034DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$79,769NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037609DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$70,985NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.036627DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,100AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$59,654NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.035203DistributionYr5Rt
Total Distribution0.165638TotalDistributionRt
Average Distribution0.033128AverageDistributionRt
Net Vl Noncharitable Assets$101,039NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,347AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,360AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25InvestmentIncomeExciseTaxAmt
Subtotal$25SubtotalAmt
Tax Based On Investment Income$25TaxBasedOnInvestmentIncomeAmt
Tax Due$25TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
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 PYfalseUndistributedIncomePYInd
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

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 MOUNTAINNC28711PRESIDENT1.00$0$0$0
JUDY MATTHEWS
381 N SAGINAW STLAPEERMI48446DIRECTOR1.00$0$0$0
WILLIAM THIEMKEY
44 HUNTING LODGEBLACK MOUNTAINNC28711TREASURER1.00$0$0$0
ANDREA THIEMKEY
44 HUNTING LODGEBLACK MOUNTAINNC28711SECRETARY1.00$0$0$0
JEFF LUEHM
381 N SAGINAW STLAPEERMI48446DIRECTOR1.00$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$3,044AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$99,534AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$102,578TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$102,578AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,539CashDeemedCharitableAmt
Net Vl Noncharitable Assets$101,039NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,052MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,052MinimumInvestmentReturnAmt
Tax Based On Investment Income$25TaxBasedOnInvestmentIncomeAmt
Total Tax$25TotalTaxAmt
Distributable Before Adj$5,027DistributableBeforeAdjAmt
Distributable Before Ded$5,027DistributableBeforeDedAmt
Distributable As Adjusted$5,027DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,000ExpensesAndContributionsAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,027DistributableAsAdjustedAmt
Undistributed Income PY$4,704UndistributedIncomePYAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt
Applied To Year1$2,000AppliedToYear1Amt
Taxable2$2,704Taxable2Amt
Undistributed Income CY$5,027UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM AND ROBERTA THIEMKEYContributingManagerNm

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 (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SCHOLARSHIPS - CALEB FIELDER
LAPEER MICHIGANLAPEERMI48446NONEPAIDSCHOLARSHIPS$1,000
SCHOLARSHIPS - ERICA MILLER
LAPEER MICHIGANLAPEERMI48446NONEPAIDSCHOLARSHIPS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,473ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$257ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,734ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,734TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$400Amt
Net Investment Income$400NetInvestmentIncomeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISABELLA BANK STOCKAT COST$20$21
VANGUARD - PRIME MMAT COST$15,867$15,867
VANGUARD - L T BONDAT COST$10,624$12,086
VANGUARD - LIFE STRATAT COST$9,813$10,850
VANGUARD - INTL VALUEAT COST$7,649$7,616
VANGUARD - REIT INDEX ADMAT COST$13,495$18,620
A T & TAT COST$5,383$5,039
CHEVRONAT COST$5,921$5,609
CHFCAT COST$5,512$6,128
HAWAIIN ELECTRICAT COST$4,900$6,696
HSBC HOLDINGSAT COST$5,383$4,723
ISBAAT COST$3,127$3,217
TARGETAT COST$5,978$7,591

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
PROMOTION$25$25
OTHER COSTS$28$28

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX FEECategoryTxt
Amt$21Amt
Net Investment Income$21NetInvestmentIncomeAmt

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