SIEBENTHALER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SIEBENTHALER FOUNDATION (EIN 04-3662001)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-03-04
- IRS object ID
- 201610649349100006
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-04T15:37:23-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 225 N WEST TORCH LAKE DRIVE | 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 | 2016-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER L MORSE CPA | PreparerPersonNm |
| PTIN | P00410796 | PTIN |
| Phone | 2319463230 | PhoneNum |
| Preparation | 2016-02-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $536,781 | 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 | $46,794 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,878 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $121,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,214 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $127,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,626 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,312 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,314 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,287 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,288 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,090 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,090 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,602 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,370 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,370 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,972 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,376 | CashBOYAmt |
| Cash EOY | $10,047 | CashEOYAmt |
| Cash EOYFMV | $10,047 | CashEOYFMVAmt |
| Other Investments BOY | $360,075 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $378,297 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $526,734 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $361,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $388,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $536,781 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $361,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $388,344 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $361,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $388,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $361,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $388,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $361,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $434,062 | SubtotalAmt |
| Other Decreases | $45,718 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $388,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DOVER CORPORATION | 2014-04-08 | 2015-01-14 | $17,195 | $20,627 | -$3,432 | -$3,432 |
| ORACLE CORPORATION | 1997-09-24 | 2015-02-18 | $72,492 | $10,672 | $61,820 | $61,820 |
| NIKE INC | 2008-04-22 | 2015-08-04 | $11,575 | $3,395 | $8,180 | $8,180 |
| UNITED TECHNOLOGIES | 2011-01-28 | 2015-10-26 | $20,061 | $16,415 | $3,646 | $3,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,214 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,710 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $521,890 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081837 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,317 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $549,791 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087882 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,178 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $553,533 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059939 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,766 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $468,615 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.138207 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,843 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $470,640 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.129277 | DistributionYr5Rt |
| Total Distribution | 0.497142 | TotalDistributionRt |
| Average Distribution | 0.099428 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $509,315 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,640 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $654 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,294 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,972 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,308 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,308 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,308 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,170 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,170 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $146 | TaxDueAmt |
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 | 0 | 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 | 225 N WEST TORCH LAKE DRIVE | 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 |
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 | $11,313 | $0 | $0 |
| JESSICA E THOMPSON | ||||||||
| 225 N WEST TORCH LAKE DRIVE | KEWADIN | MI | 49648 | SECRETARY/TREASURER | 5.00 | $11,313 | $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 | $507,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,767 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $517,071 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $517,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $509,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,308 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,308 | TotalTaxAmt |
| Distributable Before Adj | $24,158 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,158 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,158 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,972 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,972 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,972 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $37,768 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $42,055 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,152 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,797 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,165 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,937 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,972 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,158 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,814 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $139,751 | 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 | $37,768 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,055 | ExcessFromYear4Amt |
| Excess From Year3 | $6,152 | ExcessFromYear3Amt |
| Excess From Year2 | $21,797 | ExcessFromYear2Amt |
| Excess From Year1 | $18,165 | ExcessFromYear1Amt |
| Excess From Current Year | $13,814 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACME CHRISTIAN THRIFT STOREFOOD PANTRY | |||||||
| 996 GARFIELD WOODS DRIVE SUITE A | TRAVERSE CITY | MI | 49686 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 24445 NORTHWESTERN HWY SUITE 100 | SOUTHFIELD | MI | 480752436 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $500 |
| AMERICAN RED CROSS OF NORTHWEST MICHIGAN | |||||||
| 735 S GARFIELD SUITE B100 | TRAVERSE CITY | MI | 49686 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $1,000 |
| AMVETS POST #114 | |||||||
| PO BOX 144 | ELK RAPIDS | MI | 49629 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $500 |
| ANTRIM COUNTY HABITAT FOR HUMANITY | |||||||
| 306 S WILLIAMS STREET | MANCELONA | MI | 49659 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $250 |
| CHERRYLAND HUMANE SOCIETY | |||||||
| 1750 AHLBERG ROAD | TRAVERSE CITY | MI | 49696 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $250 |
| CHILD AND FAMILY SERVICES OF NW MICHIGAN | |||||||
| 3785 VERTERANS DRIVE | TRAVERSE CITY | MI | 49684 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $250 |
| CMU PUBLIC BROADCASTING NETWORK | |||||||
| 1999 EAST CAMPUS DRIVE | MT PLEASANT | MI | 48859 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $250 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $200 |
| ELK RAPIDS AREA HISTORICAL SOCIETY | |||||||
| PO BOX 238 | ELK RAPIDS | MI | 496290002 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $500 |
| ELK RAPIDS GARDEN CLUB | |||||||
| PO BOX 534 | ELK RAPIDS | MI | 49629 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $500 |
| ELK RAPIDS SCHOOLS | |||||||
| 707 E THIRD ST | EAST LANSING | MI | 49629 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $3,500 |
| EVERGLADES FOUNDATION | |||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $250 |
| GOOD SAMARITAN FAMILY SERVICES | |||||||
| 9746 MAIN ST | ELLSWORTH | MI | 49729 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $500 |
| GRAND TRAVERSE REGIONAL LAND CONSERVANCY | |||||||
| 3860 NORTH LONG LAKE ROAD SUITE D | TRAVERSE CITY | MI | 49684 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $250 |
| GRASS RIVER NATURAL AREA | |||||||
| 6500 ALDEN HWY | BELLAIRE | MI | 49615 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $250 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $120 |
| HERTHA | |||||||
| 401 RIVER STREET | ELK RAPIDS | MI | 49629 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $500 |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| PO BOX 199 | INTERLOCHEN | MI | 496430199 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $500 |
| INTERLOCHEN PUBLIC RADIO | |||||||
| PO BOX 199 | INTERLOCHEN | MI | 496430199 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $100 |
| MICHIGAN AUDUBON SOCIETY | |||||||
| 6011 W ST JOSEPH HWY SUITE 403 | LANSING | MI | 48917 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $100 |
| MUNSON HEALTHCARE REGIONAL FOUNDATION | |||||||
| 1150 MEDICAL CAMPUS DR | TRAVERSE CITY | MI | 49684 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $1,000 |
| SPECIAL OLYMPICS MICHIGAN | |||||||
| CENTRAL MICHIGAN UNIVERSITY | MT PLEASANT | MI | 48859 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $150 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $500 |
| ST PAULS EPISCOPAL CHURCH | |||||||
| 403 TRAVERSE STREET | ELK RAPIDS | MI | 49629 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $10,000 |
| TART TRAILS | |||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $250 |
| THE CHILDREN'S CANCER RECOVERY FOUNDATION | |||||||
| PO BOX 238 | HERSHEY | PA | 17033 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $100 |
| THE SALVATION ARMY | |||||||
| 1239 BARLOW STREET | TRAVERSE CITY | MI | 49686 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $500 |
| THE WATERSHED CENTER | |||||||
| 13272 S WEST BAY SHORE DRIVE | TRAVERSE CITY | MI | 49684 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $1,000 |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $100 |
| TRAVERSE CITY AREA PUBLIC SCHOOLS | |||||||
| 3962 THREE MILE ROAD N | TRAVERSE CITY | MI | 49686 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $250 |
| TRAVERSE SYMPHONY ORCHESTRA | |||||||
| 300 E FRONT ST STE 230 | TRAVERSE CITY | MI | 49684 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $250 |
| USO | |||||||
| 2560 MAYPORT ROAD | ATLANTIC BEACH | FL | 32233 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $100 |
| WONDERWORK | |||||||
| 420 FIFTH AVENUE 27TH FLOOR | NEW YORK | NY | 10018 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $150 |
| WOUNDED WARRIOR PROJECT | |||||||
| 7020 AC SKINNER PKWY SUITE 100 | JACKSONVILLE | FL | 32256 | NONE | OTHER PUBLIC CHARITY | PER REQUEST | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,370 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,878 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,214 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,092 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,092 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ELIZABETH SIEBENTHALER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W TORCH LAKE DRIVE | AddressLine1Txt |
| City | KEWADIN | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 49648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $46,794 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 775 SHARES OF ABBVIE STOCK | NoncashPropertyDesc |
| Fair Market Value | $46,794 | FairMarketValueAmt |
| Received | 2015-11-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,575 | Amt |
| Net Investment Income | $1,287 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,288 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $378,297 | BookValueAmt |
| EOYFMV | $526,734 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSTANTIAL DIFFERENCE IN SECURITY DONATED | Desc |
| Amt | $45,718 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $284 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,090 | Amt |
| Net Investment Income | $3,090 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,330 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |