JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
JEAN AND STEWART THIEMKEY SCHOLARSHIP FOUNDATION (EIN 38-3461005)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201131369349102158
Schema version
2010v3.2
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)
Timestamp2011-05-16T14:38:39-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Line1308 GRATIOT AVENUEAddressLine1
CityALMACity
StateMIState
ZIP Code48801ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

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 Signed2011-05-05DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTIMOTHY C KELLNER CPAName
Phone9894636123Phone
Date Prepared2011-05-05DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY78282FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss8000ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss5InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm5InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss2003DividendsRevAndExpnss
Dividends Net Invst Incm2003DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-746NetGainSaleAssetsRevAndExpnss
Gross Sales Price16610GrossSalesPrice
Capital Gain Net Incm Net Invst Incm106CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses9262TotalRevenueAndExpenses
Total Net Investment Income2114TotalNetInvestmentIncome
Accounting Fees Rev And Expnss240AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm240AccountingFeesNetInvstIncm
Taxes Rev And Expnss29TaxesRevAndExpnss
Taxes Net Invst Incm29TaxesNetInvstIncm
Other Expenses Rev And Expnss25OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm25OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss294TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm294TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss2600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps2600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2894TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm294TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps2600TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses6368ExcessOfRevenueOverExpenses
Net Investment Income1820NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4812CashBOY
Cash EOY7055CashEOY
Cash EOYFMV7055CashEOYFMV
Investments Other BOY68210InvestmentsOtherBOY
Investments Other EOY72335InvestmentsOtherEOY
Investments Other EOYFMV71227InvestmentsOtherEOYFMV
Total Assets BOY73022TotalAssetsBOY
Total Assets EOY79390TotalAssetsEOY
Total Assets EOYFMV78282TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY73022UnrestrictedBOY
Unrestricted EOY79390UnrestrictedEOY
Total Net Assets BOY73022TotalNetAssetsBOY
Total Net Assets EOY79390TotalNetAssetsEOY
Total Liabilities Net Assets BOY73022TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY79390TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY73022TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses6368ExcessOfRevenueOverExpenses
Subtotal79390Subtotal
Total Net Assets Fund Balances EOY79390TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income106CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year12100QualifyingDistributionsYear1
Noncharitable Assets Year159654NoncharitableAssetsYear1
Distribution Ratio Year10.035203DistributionRatioYear1
Qualifying Distributions Year23000QualifyingDistributionsYear2
Noncharitable Assets Year259101NoncharitableAssetsYear2
Distribution Ratio Year20.050761DistributionRatioYear2
Qualifying Distributions Year32500QualifyingDistributionsYear3
Noncharitable Assets Year361714NoncharitableAssetsYear3
Distribution Ratio Year30.040509DistributionRatioYear3
Qualifying Distributions Year43000QualifyingDistributionsYear4
Noncharitable Assets Year454078NoncharitableAssetsYear4
Distribution Ratio Year40.055475DistributionRatioYear4
Qualifying Distributions Year53300QualifyingDistributionsYear5
Noncharitable Assets Year545534NoncharitableAssetsYear5
Distribution Ratio Year50.072473DistributionRatioYear5
Total Distribution Ratio0.254421TotalDistributionRatio
Average Distribution Ratio0.050884AverageDistributionRatio
Net Noncharitable Assets70985NetNoncharitableAssets
Adjusted Noncharitable Assets3612AdjustedNoncharitableAssets
One Percent Net Investment Income18OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One3630AdjNonchrtblAssetsAndOnePct
Qualifying Distributions2600QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax36InvestmentIncomeExciseTax
Subtotal36Subtotal
Tax Based On Investment Income36TaxBasedOnInvestmentIncome
Tax Due36TaxDue
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 Securities66132AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances5934AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets72066TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets72066AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1081CashDeemedCharitable
Net Noncharitable Assets70985NetNoncharitableAssets
Minimum Investment Return3549MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return3549MinimumInvestmentReturn
Tax Based On Investment Income36TaxBasedOnInvestmentIncome
Total Tax36TotalTax
Distributable Amount Before Adj3513DistributableAmountBeforeAdj
Distributable Amount Before Ded3513DistributableAmountBeforeDed
Distributable Amount As Adjusted3513DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions2600ExpensesAndContributions
Qualifying Distributions2600QualifyingDistributions
Adj Qualifying Distributions2600AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted3513DistributableAmountAsAdjusted
Undistributed Income Prior Year1308UndistributedIncomePriorYear
Qualifying Distributions2600QualifyingDistributions
Applied To Year11308AppliedToYear1
Applied To Current Year1292AppliedToCurrentYear
Undistributed Income CY2221UndistributedIncomeCY

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$2,600Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year2600TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code25ExclusionCode
Exclusion$2,003ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code25ExclusionCode
Exclusion$106ExclusionAmount
Related Or Exempt Function Income-852RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$2,114ExclusionAmount
Related Or Exempt Function Income-852RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1262TotalPartXVIA

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$240Amount
Net Investment Income240NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

RICHARD THIEMKEY
PETER MUTCH
WILLIAM THIEMKEY

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
Name939.304 VANGUARD REIT INDEX FUND ADMName
Date Acquired2004-07DateAcquired
How AcquiredPURCHASEHowAcquired
Date Sold2010-12DateSold
Gross Sales Price16504GrossSalesPrice
Basis17356Basis
Total Net-852TotalNet

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (7 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
ISABELLA BANK STOCKAT COST40382328
VANGUARD - PRIME MMAT COST1401414014
VANGUARD - L T BONDAT COST1625516514
VANGUARD - LIFE STRATAT COST1450715558
VANGUARD - REITAT COST
VANGUARD - INTL VALUEAT COST68335362
VANGUARD - REIT INDEX ADMAT COST1668817451

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$29Amount
Net Investment Income29NetInvestmentIncome

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