JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION (EIN 38-3461005)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-15
IRS object ID
201431359349102048
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-15T14:27:56-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSLUND PRESTAGE & COMPANY PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1525 W WARWICK DR STE AAddressLine1
CityALMACity
StateMIState
ZIP Code48801ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383461005EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEAN AND STEWART THIEMKEYBusinessNameLine1
Business Name Line2SCHOLARSHIP FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlJEANBusinessNameControlTxt
Phone8286694485PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line144 HUNTING LODGE DRIVEAddressLine1
CityBLACK MOUNTAINCity
StateNCState
ZIP Code28711ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM THIEMKEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8286694485PhoneNum
Signature2014-05-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY C KELLNER CPAPreparerPersonNm
PTINP00014488PTIN
Phone9894636123PhoneNum
Preparation2014-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$98,520FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,590DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,590DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,403NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,157GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$71CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,003TotalRevAndExpnssAmt
Total Net Invst Incm$1,671TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$400AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$52TaxesRevAndExpnssAmt
Taxes Net Invst Incm$52TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$160OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$160OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$612TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$612TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,612TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$612TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,391ExcessRevenueOverExpensesAmt
Net Investment Income$1,059NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,127CashBOYAmt
Cash EOY$3,516CashEOYAmt
Cash EOYFMV$3,516CashEOYFMVAmt
Other Investments BOY$83,966OtherInvestmentsBOYAmt
Other Investments EOY$91,968OtherInvestmentsEOYAmt
Other Investments EOYFMV$95,004OtherInvestmentsEOYFMVAmt
Total Assets BOY$86,093TotalAssetsBOYAmt
Total Assets EOY$95,484TotalAssetsEOYAmt
Total Assets EOYFMV$98,520TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$86,093UnrestrictedBOYAmt
Unrestricted EOY$95,484UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$86,093TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$95,484TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$86,093TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$95,484TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$86,093TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,391ExcessRevenueOverExpensesAmt
Subtotal$95,484SubtotalAmt
Tot Net Ast Or Fund Balances EOY$95,484TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$71CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$85,632NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035034DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$79,769NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037609DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$70,985NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036627DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,100AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$59,654NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035203DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$59,101NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050761DistributionYr5Rt
Total Distribution0.195234TotalDistributionRt
Average Distribution0.039047AverageDistributionRt
Net Vl Noncharitable Assets$94,494NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,690AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,701AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21InvestmentIncomeExciseTaxAmt
Subtotal$21SubtotalAmt
Tax Based On Investment Income$21TaxBasedOnInvestmentIncomeAmt
Tax Due$21TaxDueAmt

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 LODGEAddressLine1
CityBLACK MOUNTAINCity
StateNCState
ZIP Code28711ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD THIEMKEY
44 HUNTING LODGEBLACK MOUNTAINNC28711PRESIDENT2.00$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$93,111AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,822AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$95,933TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$95,933AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,439CashDeemedCharitableAmt
Net Vl Noncharitable Assets$94,494NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,725MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,725MinimumInvestmentReturnAmt
Tax Based On Investment Income$21TaxBasedOnInvestmentIncomeAmt
Total Tax$21TotalTaxAmt
Distributable Before Adj$4,704DistributableBeforeAdjAmt
Distributable Before Ded$4,704DistributableBeforeDedAmt
Distributable As Adjusted$4,704DistributableAsAdjustedAmt

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$4,704DistributableAsAdjustedAmt
Undistributed Income PY$4,232UndistributedIncomePYAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt
Applied To Year1$2,000AppliedToYear1Amt
Taxable2$2,232Taxable2Amt
Undistributed Income CY$4,704UndistributedIncomeCYAmt

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 LODGEAddressLine1
CityBLACK MOUNTAINCity
StateNCState
ZIP Code28711ZIPCode
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/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient 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$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,590ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$71ExclusionAmt
Related Or Exempt Function Incm$6,332RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,671ExclusionAmt
Related Or Exempt Function Incm$6,332RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,003TotalIncomeProducingActyAmt

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (5 entries)

RICHARD THIEMKEY
JUDY MATTHEWS
WILLIAM THIEMKEY
ANDREA THIEMKEY
JEFF LUEHM

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
1000 VANGUARD LONG TERM BOND FUND2010-07PURCHASE2013-06$12,867$11,318$1,549
1000 VANGUARD LIFE STRAT FUND2010-07PURCHASE2013-06$17,028$15,016$2,012
120 VANGUARD REIT INDEX FUND2010-07PURCHASE2013-06$12,105$9,103$3,002
250 VANDUARD INTERNATIONAL FUND2010-07PURCHASE2013-06$8,086$8,317-$231

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISABELLA BANK STOCKAT COST$4,113$3,375
VANGUARD - PRIME MMAT COST$57,877$57,877
VANGUARD - L T BONDAT COST$6,954$7,141
VANGUARD - LIFE STRATAT COST$6,417$6,975
VANGUARD - INTL VALUEAT COST$7,591$8,162
VANGUARD - REIT INDEX ADMAT COST$9,016$11,474

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
PROMOTION$160$160

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX FEECategoryTxt
Amt$52Amt
Net Investment Income$52NetInvestmentIncomeAmt

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