JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION (EIN 38-3461005)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-29
IRS object ID
201211509349100601
Schema version
2011v1.2
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)
Timestamp2012-05-29T08:40:49-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-05-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTIMOTHY C KELLNER CPAName
Phone9894636123Phone
Date Prepared2012-05-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY83685FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss3750ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss4InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm4InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss2447DividendsRevAndExpnss
Dividends Net Invst Incm2447DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss165NetGainSaleAssetsRevAndExpnss
Gross Sales Price165GrossSalesPrice
Capital Gain Net Incm Net Invst Incm165CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses6366TotalRevenueAndExpenses
Total Net Investment Income2616TotalNetInvestmentIncome
Accounting Fees Rev And Expnss350AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm350AccountingFeesNetInvstIncm
Taxes Rev And Expnss36TaxesRevAndExpnss
Taxes Net Invst Incm36TaxesNetInvstIncm
Other Expenses Rev And Expnss25OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm25OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss411TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm411TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss3000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps3000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss3411TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm411TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps3000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2955ExcessOfRevenueOverExpenses
Net Investment Income2205NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY7055CashBOY
Cash EOY7766CashEOY
Cash EOYFMV7766CashEOYFMV
Investments Other BOY72335InvestmentsOtherBOY
Investments Other EOY74579InvestmentsOtherEOY
Investments Other EOYFMV75919InvestmentsOtherEOYFMV
Total Assets BOY79390TotalAssetsBOY
Total Assets EOY82345TotalAssetsEOY
Total Assets EOYFMV83685TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY79390UnrestrictedBOY
Unrestricted EOY82345UnrestrictedEOY
Total Net Assets BOY79390TotalNetAssetsBOY
Total Net Assets EOY82345TotalNetAssetsEOY
Total Liabilities Net Assets BOY79390TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY82345TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY79390TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2955ExcessOfRevenueOverExpenses
Subtotal82345Subtotal
Total Net Assets Fund Balances EOY82345TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income165CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year12600QualifyingDistributionsYear1
Noncharitable Assets Year170985NoncharitableAssetsYear1
Distribution Ratio Year10.036627DistributionRatioYear1
Qualifying Distributions Year22100QualifyingDistributionsYear2
Noncharitable Assets Year259654NoncharitableAssetsYear2
Distribution Ratio Year20.035203DistributionRatioYear2
Qualifying Distributions Year33000QualifyingDistributionsYear3
Noncharitable Assets Year359101NoncharitableAssetsYear3
Distribution Ratio Year30.050761DistributionRatioYear3
Qualifying Distributions Year42500QualifyingDistributionsYear4
Noncharitable Assets Year461714NoncharitableAssetsYear4
Distribution Ratio Year40.040509DistributionRatioYear4
Qualifying Distributions Year53000QualifyingDistributionsYear5
Noncharitable Assets Year554078NoncharitableAssetsYear5
Distribution Ratio Year50.055475DistributionRatioYear5
Total Distribution Ratio0.218575TotalDistributionRatio
Average Distribution Ratio0.043715AverageDistributionRatio
Net Noncharitable Assets79769NetNoncharitableAssets
Adjusted Noncharitable Assets3487AdjustedNoncharitableAssets
One Percent Net Investment Income22OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One3509AdjNonchrtblAssetsAndOnePct
Qualifying Distributions3000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax44InvestmentIncomeExciseTax
Subtotal44Subtotal
Tax Based On Investment Income44TaxBasedOnInvestmentIncome
Tax Due44TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

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

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

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 Securities73573AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances7411AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets80984TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets80984AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1215CashDeemedCharitable
Net Noncharitable Assets79769NetNoncharitableAssets
Minimum Investment Return3988MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return3988MinimumInvestmentReturn
Tax Based On Investment Income44TaxBasedOnInvestmentIncome
Total Tax44TotalTax
Distributable Amount Before Adj3944DistributableAmountBeforeAdj
Distributable Amount Before Ded3944DistributableAmountBeforeDed
Distributable Amount As Adjusted3944DistributableAmountAsAdjusted

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 Adjusted3944DistributableAmountAsAdjusted
Undistributed Income Prior Year2221UndistributedIncomePriorYear
Qualifying Distributions3000QualifyingDistributions
Applied To Year12221AppliedToYear1
Applied To Current Year779AppliedToCurrentYear
Undistributed Income CY3165UndistributedIncomeCY

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$4ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code25ExclusionCode
Exclusion$2,447ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code25ExclusionCode
Exclusion$165ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$2,616ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA2616TotalPartXVIA

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
4DIVIDEND INCOME HELPS INCREASE ASSET VALUE WHICH IS USED

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$350Amount
Net Investment Income350NetInvestmentIncome

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 COST40383159
VANGUARD - PRIME MMAT COST269269
VANGUARD - L T BONDAT COST1707920157
VANGUARD - LIFE STRATAT COST2046121334
VANGUARD - INTL VALUEAT COST1538912046
VANGUARD - REIT INDEX ADMAT COST1734318954

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
PLACQUE2525

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryTAX FEECategory
Amount$36Amount
Net Investment Income36NetInvestmentIncome

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