SIEBENTHALER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SIEBENTHALER FOUNDATION (EIN 04-3662001)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349101701
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T07:56:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MILLIKEN PLACE 107 S CASS STE A | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043662001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEBENTHALER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JESSICA E THOMPSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIEB | BusinessNameControlTxt |
| Phone | 2318834715 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4734 CAIRN HIGHWAY | AddressLine1Txt |
| City | KEWADIN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA THOMPSON | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2318834715 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHY M SHOEMAKER CPA | PreparerPersonNm |
| PTIN | P00311568 | PTIN |
| Phone | 2319463230 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,985 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $329,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $551,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $329,611 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $348,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $338,579 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,445 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,445 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,130 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,777 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,840 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $186 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $547,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $547,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $572,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $555,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$223,498 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,604 | CashBOYAmt |
| Other Investments BOY | $221,894 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $223,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $223,498 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $223,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $223,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $223,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$223,498 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 3M CO: MMM | 2015-02-18 | 2023-02-23 | $16,419 | $25,068 | -$8,649 | -$8,649 |
| ACCENTURE PLC | 2011-07-14 | 2023-05-23 | $57,984 | $12,258 | $45,726 | $45,726 |
| DIAGEO PLC ADR REPS | 2008-04-22 | 2023-05-23 | $44,460 | $20,734 | $23,726 | $23,726 |
| GLOBAL PAYMENTS | 2015-02-18 | 2023-05-23 | $36,193 | $16,081 | $20,112 | $20,112 |
| NESTLE SA | 2008-04-22 | 2023-05-23 | $46,911 | $18,620 | $28,291 | $28,291 |
| NIKE INC | 2008-04-22 | 2023-05-23 | $44,067 | $6,790 | $37,277 | $37,277 |
| NORFOLK SOUTHERN CO | 2014-03-11 | 2023-05-23 | $43,117 | $18,814 | $24,303 | $24,303 |
| ABBVIE INC | 1983-12-07 | 2023-06-21 | $68,100 | $694 | $67,406 | $67,406 |
| ATMOS ENERGY CORP | 2014-04-08 | 2023-06-21 | $58,793 | $23,928 | $34,865 | $34,865 |
| DTE ENERGY CO | 2014-04-08 | 2023-06-21 | $28,472 | $15,868 | $12,604 | $12,604 |
| IBM CORP | 1999-02-10 | 2023-06-21 | $33,448 | $19,826 | $13,622 | $13,622 |
| MARRIOTT INTL INC | 2015-02-18 | 2023-06-21 | $44,201 | $20,213 | $23,988 | $23,988 |
| PFIZER INC | 2014-03-10 | 2023-06-21 | $29,340 | $23,000 | $6,340 | $6,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $329,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,542 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,542 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,542 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $53 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $53 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JESSICA THOMPSON | IndividualWithBooksNm |
| Phone | 2318834715 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4734 CAIRN HWY | AddressLine1Txt |
| City | KEWADIN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY D TERRELL | ||||||||
| 225 N WEST TORCH LAKE DRIVE | KEWADIN | MI | 49648 | VICE-PRESIDENT | 5.00 | $0 | $0 | $0 |
| JESSICA E THOMPSON | ||||||||
| 225 N WEST TORCH LAKE DRIVE | KEWADIN | MI | 49648 | SECRETARY/TREASURER | 5.00 | $0 | $0 | $0 |
| ELIZABETH C SIEBENTHALER | ||||||||
| 225 N WEST TORCH LAKE DRIVE | KEWADIN | MI | 49648 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $204,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $303,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $508,328 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $508,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $500,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,542 | TotalTaxAmt |
| Distributable Before Adj | $20,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,493 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $555,622 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $555,622 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,673 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,195 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,814 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,066 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,516 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $555,622 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $534,129 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $576,393 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $8,673 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $567,720 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,195 | ExcessFromYear4Amt |
| Excess From Year3 | $8,814 | ExcessFromYear3Amt |
| Excess From Year2 | $6,066 | ExcessFromYear2Amt |
| Excess From Year1 | $9,516 | ExcessFromYear1Amt |
| Excess From Current Year | $534,129 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH C SIEBENTHALER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JESSICA THOMPSONJEFF TERRELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N WEST TORCH LAKE DRIVE | AddressLine1Txt |
| City | KEWADIN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2318834715 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ART RAPIDS | |||||||
| PO BOX 301 | ELK RAPIDS | MI | 49629 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $1,400 |
| ELK RAPIDS COMMUNITY CUPBOARD | |||||||
| PO BOX 572 | ELK RAPIDS | MI | 49629 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $2,000 |
| ELK RAPIDS GARDEN CLUB | |||||||
| PO BOX 534 | ELK RAPIDS | MI | 49629 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $2,500 |
| BIG BROTHERS BIG SISTERS | |||||||
| 900 E FRONT ST STE 125 | TRAVERSE CITY | MI | 49686 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $2,500 |
| AMERICAN LEGION POST 350 | |||||||
| 1023 RIDGEWOOD DR | METAIRIE | LA | 70001 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $3,000 |
| DO A LITTLE GOOD | |||||||
| 1608 COVERED BRIDGE CT | GUNTER | TX | 75058 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $5,000 |
| SEMPER FI & AMERICAS FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 PMB 6 | OCEANSIDE | CA | 92057 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $9,120 |
| HERTHA | |||||||
| 401 RIVER STREET | ELK RAPIDS | MI | 49629 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $10,000 |
| WORLD GOSPEL MISSION | |||||||
| 3783 E STATE ROAD 18 | MARION | IN | 469520948 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $13,680 |
| ASBURY UNIVERSITY | |||||||
| 1 MACKLEM DRIVE | WILMORE | KY | 40390 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $13,680 |
| SHAKER VILLAGE OF PLEASANT HILL | |||||||
| 3501 LEXINGTON ROAD | HARRODSBURG | KY | 40330 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $18,240 |
| UNBOUND | |||||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $18,240 |
| THE CONSERVATION FUND | |||||||
| 1655 NORTH FORT MYER DR STE 1300 | ARLINGTON | VA | 22209 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $18,240 |
| GOOD SAMARITAN FAMILY SERVICES | |||||||
| 9746 MAIN ST | ELLSWORTH | MI | 49729 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $20,000 |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | |||||||
| 747 THIRD AVE 33RD FLOOR | NEW YORK | NY | 10017 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $27,360 |
| CANCER CARE | |||||||
| 275 SEVENTH AVENUE | NEW OXFORD | NY | 10001 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $27,360 |
| CENTENARY UNITED METHODIST CHURCH | |||||||
| 2800 TATES CREEK ROAD | LEXINGTON | KY | 40502 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $36,480 |
| AMVETS POST #114 | |||||||
| PO BOX 144 | ELK RAPIDS | MI | 49629 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $45,000 |
| EPIC OUTREACH | |||||||
| PO BOX 77479 | JACKSONVILLE | FL | 32226 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $45,600 |
| K-9'S FOR WARRIORS | |||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $45,600 |
| MOUNT HOLIDAY INC | |||||||
| 3100 HOLIDAY ROAD | TRAVERSE CITY | MI | 49686 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $45,600 |
| TART TRAILS | |||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $45,600 |
| FRIENDS OF GT CONSERVATION DISTRICT | |||||||
| 1450 CASS RD | TRAVERSE CITY | MI | 49685 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $91,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $547,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $329,611 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANT - STALE DATED CHECK | Desc |
| Unrelated Business Taxbl Incm | $1,000 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,000 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $338,579 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $339,579 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,890 | Amt |
| Net Investment Income | $4,445 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,445 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| AMVETS POST #114 | |||||
| PO BOX 144 | ELK RAPIDS | MI | 49629 | CASH | $45,000 |
| BIG BROTHERS BIG SISTERS | |||||
| 900 E FRONT ST STE 125 | TRAVERSE CITY | MI | 49686 | CASH | $2,500 |
| ELK RAPIDS GARDEN CLUB | |||||
| PO BOX 534 | ELK RAPIDS | MI | 49629 | CASH | $2,500 |
| GOOD SAMARITAN FAMILY SERVICES | |||||
| 9746 MAIN ST | ELLSWORTH | MI | 49729 | CASH | $20,000 |
| HERTHA | |||||
| 401 RIVER STREET | ELK RAPIDS | MI | 49629 | CASH | $10,000 |
| TART TRAILS | |||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | CASH | $45,600 |
| MOUNT HOLIDAY INC | |||||
| 3100 HOLIDAY ROAD | TRAVERSE CITY | MI | 49686 | CASH | $45,600 |
| FRIENDS OF GT CONSERVATION DISTRICT | |||||
| 1450 CASS RD | TRAVERSE CITY | MI | 49685 | CASH | $91,200 |
| K-9'S FOR WARRIORS | |||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | CASH | $45,600 |
| EPIC OUTREACH | |||||
| PO BOX 77479 | JACKSONVILLE | FL | 32226 | CASH | $45,600 |
| DO A LITTLE GOOD | |||||
| 1608 COVERED BRIDGE CT | GUNTER | TX | 75058 | CASH | $5,000 |
| CANCER CARE | |||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | CASH | $27,360 |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | |||||
| 747 THIRD AVE 33RD FLOOR | NEW YORK | NY | 10017 | CASH | $27,360 |
| THE CONSERVATION FUND | |||||
| 1655 NORTH FORT MYER DR STE 1300 | ARLINGTON | VA | 22209 | CASH | $18,240 |
| UNBOUND | |||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | CASH | $18,240 |
| CENTENARY UNITED METHODIST CHURCH | |||||
| 2800 TATES CREEK ROAD | LEXINGTON | KY | 40502 | CASH | $36,480 |
| SHAKER VILLAGE OF PLEASANT HILL | |||||
| 3501 LEXINGTON ROAD | HARRODSBURG | KY | 40330 | CASH | $18,240 |
| ASBURY UNIVERSITY | |||||
| 1 MACKLEM DRIVE | WILMORE | KY | 40390 | CASH | $13,680 |
| WORLD GOSPEL MISSION | |||||
| 3783 E STATE ROAD 18 | MARION | IN | 46952 | CASH | $13,680 |
| SEMPER FI & AMERICAS FUND | |||||
| 825 COLLEGE BLVD SUITE 102 PMB 6 | OCEANSIDE | CA | 92057 | CASH | $9,120 |
| ART RAPIDS | |||||
| PO BOX 301 | ELK RAPIDS | MI | 49629 | CASH | $1,400 |
| AMERICAN LEGION POST 350 | |||||
| 1023 RIDGEWOOD DR | METAIRIE | LA | 70001 | CASH | $3,000 |
| ELK RAPIDS COMMUNITY CUPBOARD | |||||
| PO BOX 572 | ELK RAPIDS | MI | 49629 | CASH | $2,000 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ORGANIZATION: SIEBENTHALER FOUNDATION EIN: 04-3662001 TAX YEAR ENDED: DECEMBER 31, 2023 DURING THE CURRENT YEAR THE FOUNDATION MADE THE FOLLOWING DISTRIBUTIONS IN DISSOLUTION. THESE DISTRIBUTIONS ARE FINAL DISTRIBUTIONS OF THE FOUNDATION'S ASSETS. THE FINAL DISTRIBUTIONS WERE MADE ON DECEMBER 18, 2023: AMVETS POST #114- $45,000 BIG BROTHERS BIG SISTERS- $2,500 ELK RAPIDS GARDEN CLUB- $2,500 GOOD SAMARITAN FAMILY SERVICES- $20,000 HERTHA- $10,000 TART TRAILS- $45,600 MOUNT HOLIDAY INC- $45,600 FRIENDS OF GT CONSERVATION DISTRICT- $91,200 K-9'S FOR WARRIORS- $45,600 EPIC OUTREACH- $45,600 DO A LITTLE GOOD- $5,000 CANCER CARE- $27,360 BRAIN & BEHAVIOR RESEARCH FOUNDATION- $27,360 THE CONSERVATION FUND- $18,240 UNBOUND- $18,240 CENTENARY UNITED METHODIST CHURCH- $36,480 SHAKER VILLAGE OF PLEASANT HILL- $18,240 ASBURY UNIVERSITY- $13,680 WORLD GOSPEL MISSION- $13,680 SEMPER FI & AMERICAS FUND- $9,120 ART RAPIDS- $1,400 AMERICAN LEGION POST 350- $3,000 ELK RAPIDS COMMUNITY CUPBOARD- $2,000 | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $13 | $13 | $0 |
| PENALTIES | $12 | $12 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANT - STALE DATED CHECK | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $3,352 | $3,352 | $0 |
| MANAGEMENT FEES | $7,555 | $3,778 | $3,777 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $4,654 | $0 | $0 |
| FOREIGN TAX | $186 | $186 | $0 |