JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION (EIN 38-3461005)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-14
IRS object ID
201322879349100112
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-10-14T14:57:02-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1525 W WARWICK DR STE AAddressLine1
CityALMACity
StateMIState
ZIP Code48801ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN383461005EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEAN AND STEWART THIEMKEYBusinessNameLine1
Business Name Line2SCHOLARSHIP FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlJEANNameControl
Phone8286694485Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM THIEMKEYName
TitleTREASURERTitle
Phone8286694485Phone
Date Signed2013-07-01DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTIMOTHY C KELLNER CPAName
Phone9894636123Phone
Date Prepared2013-06-29DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY93345FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss4260ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss2InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss2580DividendsRevAndExpnss
Dividends Net Invst Incm2580DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss690NetGainSaleAssetsRevAndExpnss
Gross Sales Price690GrossSalesPrice
Capital Gain Net Incm Net Invst Incm690CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses7532TotalRevenueAndExpenses
Total Net Investment Income3272TotalNetInvestmentIncome
Accounting Fees Rev And Expnss425AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm425AccountingFeesNetInvstIncm
Taxes Rev And Expnss324TaxesRevAndExpnss
Taxes Net Invst Incm324TaxesNetInvstIncm
Other Expenses Rev And Expnss35OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm35OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss784TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm784TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss3000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps3000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss3784TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm784TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps3000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses3748ExcessOfRevenueOverExpenses
Net Investment Income2488NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY7766CashBOY
Cash EOY2127CashEOY
Cash EOYFMV2127CashEOYFMV
Investments Other BOY74579InvestmentsOtherBOY
Investments Other EOY83966InvestmentsOtherEOY
Investments Other EOYFMV91218InvestmentsOtherEOYFMV
Total Assets BOY82345TotalAssetsBOY
Total Assets EOY86093TotalAssetsEOY
Total Assets EOYFMV93345TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY82345UnrestrictedBOY
Unrestricted EOY86093UnrestrictedEOY
Total Net Assets BOY82345TotalNetAssetsBOY
Total Net Assets EOY86093TotalNetAssetsEOY
Total Liabilities Net Assets BOY82345TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY86093TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY82345TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses3748ExcessOfRevenueOverExpenses
Subtotal86093Subtotal
Total Net Assets Fund Balances EOY86093TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income690CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year13000QualifyingDistributionsYear1
Noncharitable Assets Year179769NoncharitableAssetsYear1
Distribution Ratio Year10.037609DistributionRatioYear1
Qualifying Distributions Year22600QualifyingDistributionsYear2
Noncharitable Assets Year270985NoncharitableAssetsYear2
Distribution Ratio Year20.036627DistributionRatioYear2
Qualifying Distributions Year32100QualifyingDistributionsYear3
Noncharitable Assets Year359654NoncharitableAssetsYear3
Distribution Ratio Year30.035203DistributionRatioYear3
Qualifying Distributions Year43000QualifyingDistributionsYear4
Noncharitable Assets Year459101NoncharitableAssetsYear4
Distribution Ratio Year40.050761DistributionRatioYear4
Qualifying Distributions Year52500QualifyingDistributionsYear5
Noncharitable Assets Year561714NoncharitableAssetsYear5
Distribution Ratio Year50.040509DistributionRatioYear5
Total Distribution Ratio0.200709TotalDistributionRatio
Average Distribution Ratio0.040142AverageDistributionRatio
Net Noncharitable Assets85632NetNoncharitableAssets
Adjusted Noncharitable Assets3437AdjustedNoncharitableAssets
One Percent Net Investment Income25OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One3462AdjNonchrtblAssetsAndOnePct
Qualifying Distributions3000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax50InvestmentIncomeExciseTax
Subtotal50Subtotal
Tax Based On Investment Income50TaxBasedOnInvestmentIncome
Tax Due50TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameWILLIAM THIEMKEYBooksInCareOfPersonName
Books In Care Of Phone Number8286694485BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line144 HUNTING LODGEAddressLine1
CityBLACK MOUNTAINCity
StateNCState
ZIP Code28711ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RICHARD THIEMKEY
44 HUNTING LODGEBLACK MOUNTAINNC28711PRESIDENT2.00000
PETER MUTCH
381 N SAGINAW STLAPEERMI48446SCHLR CHAIR1.00000
WILLIAM THIEMKEY
44 HUNTING LODGEBLACK MOUNTAINNC28711SEC/TREAS1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities81989AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances4947AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets86936TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets86936AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1304CashDeemedCharitable
Net Noncharitable Assets85632NetNoncharitableAssets
Minimum Investment Return4282MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return4282MinimumInvestmentReturn
Tax Based On Investment Income50TaxBasedOnInvestmentIncome
Total Tax50TotalTax
Distributable Amount Before Adj4232DistributableAmountBeforeAdj
Distributable Amount Before Ded4232DistributableAmountBeforeDed
Distributable Amount As Adjusted4232DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions3000ExpensesAndContributions
Qualifying Distributions3000QualifyingDistributions
Adj Qualifying Distributions3000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted4232DistributableAmountAsAdjusted
Undistributed Income Prior Year3165UndistributedIncomePriorYear
Qualifying Distributions3000QualifyingDistributions
Applied To Year13000AppliedToYear1
Taxable Amount2165TaxableAmount2
Undistributed Income CY4232UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM AND ROBERTA THIEMKEYContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameWILLIAM THIEMKEYRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line144 HUNTING LODGEAddressLine1
CityBLACK MOUNTAINCity
StateNCState
ZIP Code28711ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8286694485RecipientPhoneNumber
Form And Info And MaterialsNO STANDARD FORMAT HAD BEEN ESTABLISHED.FormAndInfoAndMaterials
Submission DeadlinesNO DEADLINES HAVE BEEN ESTABLISHED.SubmissionDeadlines
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.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

FieldValueIRS element (for citing)
Recipient Person NameSCHOLARSHIPSRecipientPersonName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1LAPEER MICHIGANAddressLine1
CityLAPEERCity
StateMIState
ZIP Code48446ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation StatusPAIDRecipientFoundationStatus
Purpose Of Grant Or ContributionSCHOLARSHIPSPurposeOfGrantOrContribution
Amount$3,000Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year3000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code25ExclusionCode
Exclusion$2,580ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code25ExclusionCode
Exclusion$690ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$3,272ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA3272TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$425Amount
Net Investment Income425NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

RICHARD THIEMKEY
PETER MUTCH
WILLIAM THIEMKEY

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (6 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
ISABELLA BANK STOCKAT COST41133002
VANGUARD - PRIME MMAT COST62706270
VANGUARD - L T BONDAT COST1827221867
VANGUARD - LIFE STRATAT COST2143323295
VANGUARD - INTL VALUEAT COST1575914477
VANGUARD - REIT INDEX ADMAT COST1811922307

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
PLACQUE3535

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryTAX FEECategory
Amount$324Amount
Net Investment Income324NetInvestmentIncome

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