2024-05-01T10:29:43-05:00 2023-12-31 381458667 Janz & Knight PLC CPAs 300 E Long Lake Rd Ste 360 Bloomfield Hills MI 483042377 990PF 2023-01-01 205997526 The Thelen Family Foundation THEL 9896867100 3203 Boy Scout Road Bay City MI 48706 Joseph T Thelen Trustee 9896867100 2024-04-25 1 Joseph Thelen 999009999 0 Kenneth E Zink P00182682 2486469666 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 529752 X X 36643 36643 -23217 80587 276 600 600 14026 37519 0 0 0 3420 0 0 1547 0 0 469 0 0 5436 0 0 28000 28000 33436 0 28000 -19410 37519 1864 50288 50288 4910 3446 4910 4910 254283 53426 50233 283288 208754 185366 92614 298707 238955 635495 616085 529752 0 0 X 635495 616085 635495 616085 635495 616085 635495 -19410 0 616085 0 616085 Capital Gains Dividends P 276 276 276 276 522 0 522 0 522 700 0 0 0 700 0 178 178 0 0 0 0 0 0 0 0 0 0 0 0 1 MI 1 0 0 0 0 1 www.thelenfamilyfoundation.org A Scott Kostus 9896867100 4191 N Euclid Bay City MI 48706 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Joseph T Thelen 4191 Euclid Avenue Bay City MI 48706 Trustee 0.50 0 0 0 Michael S Thelen 4191 Euclid Avenue Bay City MI 48706 Trustee 0.50 0 0 0 Patrick D Thelen 4191 Euclid Avenue Bay City MI 48706 Trustee 0.50 0 0 0 NONE 0 NONE 0 0 496967 23637 4910 525514 0 0 525514 7883 517631 25882 25882 522 522 25360 0 25360 0 25360 28000 0 28000 25360 26928 0 0 28000 26928 0 0 1072 0 0 0 0 0 0 0 0 24288 0 0 0 Joseph T Thelen X Antique Toy and Fire Museum 3456 Patterson Rd Bay City MI 48706 None Public charity To enhance charitable activities 1000 Bay Area Catholic Schools 217 S Monroe Bay City MI 48708 None Public charity To enhance charitable activities 3000 Bay Area Women's Center 3411 E Midland Rd Bay City MI 48706 None Public charity To enhance charitable activities 2500 Bay City Moose Lodge 2573 N Euclid Ave Bay City MI 48706 None Public charity To enhance charitable activities 1000 Bay County Habitat for Humanity 3460 S Huron Rd Bay City MI 48706 None Public charity To enhance charitable activities 1000 Brian's House Community Group 664 W Nebobish Rd Essexville MI 48732 None Public charity To enhance charitable activities 2000 Camp Fish Tales 2177 E Erickson Rd Pinconning MI 48650 None Public charity To enhance charitable activities 5000 Corpus Christi Parish 1008 S Wenona St Bay City MI 48706 None Public charity To enhance charitable activities 1000 New Beginnings Christian Church 1016 Sherman Rd Saginaw MI 48604 None Public charity To enhance charitable activities 4000 Our Lady of Czestochowa Parish 3100 18 Mile Rd Sterling Heights MI 48314 None Public charity To enhance charitable activities 1000 Our Lady of Peace Catholic Church 607 E South Union Bay City MI 48706 None Public charity To enhance charitable activities 1000 Parkinson's Foundation 200 SE 1st St Ste 800 Miami FL 33131 None Public charity To enhance charitable activities 1000 Saginaw Children's Zoo 1730 S Washington Ave Saginaw MI 48601 None Public charity To enhance charitable activities 500 St Catherine of Sienna Academy 28200 Napier Rd Wixom MI 48393 None Public charity To enhance charitable activities 1000 St Francis Center 2811 Greenwood Rd Prescott MI 48756 None Public charity To enhance charitable activities 1000 State Theatre 233 S State St Ann Arbor MI 48104 None Public charity To enhance charitable activities 2000 28000 0 14 36643 14 600 18 -23217 None 0 14026 0 14026 0 0 0 0 0 0 0 0 0 0 Accounting fees 3420 0 0 The foundation elects under Regulation section 53.4942(a)-3(d)(2) to apply all of the remaining qualifying 2017 distributions to the extent of the remaining undistributed income from 2015. 17,000 General Electric 2022-01 Purchased 2023-03 17000 17015 Cost 0 -15 4,000 Dell Early DY53C 2016-09 Purchased 2023-07 4059 4167 Cost 0 -108 10,000 Centerpoint Energy 2019-06 Purchased 2023-09 10000 10771 Cost 0 -771 1,000 sh First TR MLP&ENRG Inc Fund 2012-11 Purchased 2023-09 7894 14053 Cost 0 -6159 13,000General Electric 2022-01 Purchased 2023-09 13000 13012 Cost 0 -12 1,000 sh MS Emerging Mkts Domestic Debt 2007-04 Purchased 2023-09 4473 14403 Cost 0 -9930 10,000 CiiGroup Inc.JR Subordntd Ser O GLB 2014-12 Purchased 2023-10 10000 10400 Cost 0 -400 2,000 sh Invesco High Income 2023 Target Term Fund 2016-11 Purchased 2023-12 13885 19983 Cost 0 -6098 Corporate bonds 208754 185366 Stocks 53426 50233 Mutual Funds AT COST 298707 238955 Bank Charges 125 0 0 Office Expenses 344 0 0 Other Income 600 600 600 Federal Excise tax 1238 0 0 Foreign income taxes 139 0 0 Licenses and fees 170 0 0