Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-5997526

THE THELEN FAMILY FOUNDATION

Also known as JOSEPH T THELEN MBR

Tax-exempt · BAY CITY, MI 48706

Financials

$14K$33K2023−$54K$35K2024$38K$32K2025
Revenue Expenses · by fiscal year end
Financials of THE THELEN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$38,233$32,237$5,996$532,463$0$532,463
December 31, 2024990-PF-$54,287$35,331-$89,618$526,467$0$526,467
December 31, 2023990-PF$14,026$33,436-$19,410$616,085$0$616,085
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$18,865
Net gain from sales of assets
$19,368

Expenses

Grants and similar amounts paid
$25,674
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$25,674
Excise tax on investment income
$224

Balance sheet and other

Total assets, start of year
$526,467
Total assets, end of year
$532,463
Total liabilities, end of year
$0
Net assets, end of year
$532,463
Fair market value of assets
$579,628
Qualifying distributions
$25,674
Net investment income
$18,865

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Joseph T Thelen
4191 Euclid Avenue, Bay City, MI 48706
Trustee0.5$0
Michael S Thelen
4191 Euclid Avenue, Bay City, MI 48706
Trustee0.5$0
Patrick D Thelen
4191 Euclid Avenue, Bay City, MI 48706
Trustee0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Joseph T Thelen
4191 Euclid Avenue, Bay City, MI 48706
Trustee0.5$0
Michael S Thelen
4191 Euclid Avenue, Bay City, MI 48706
Trustee0.5$0
Patrick D Thelen
4191 Euclid Avenue, Bay City, MI 48706
Trustee0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Joseph T Thelen
4191 Euclid Avenue, Bay City, MI 48706
Trustee0.5$0
Michael S Thelen
4191 Euclid Avenue, Bay City, MI 48706
Trustee0.5$0
Patrick D Thelen
4191 Euclid Avenue, Bay City, MI 48706
Trustee0.5$0

Address and contacts

Address (IRS master file)
1020 N EUCLID AVE, BAY CITY, MI 48706-2405
In care of
% THOMAS N THELEN
Signed the 990-PF
Joseph T Thelen, Trustee
Phone
(989) 686-7100
Return prepared by
Janz & Knight PLC CPAs

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-5997526
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2007
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$532,463
Income (IRS master file)
$379,549

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$38,233$32,237$532,463XML
990-PFDecember 2024-$54,287$35,331$526,467IRS
990-PFDecember 2023$14,026$33,436$616,085XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5997526).

Questions about THE THELEN FAMILY FOUNDATION

What is the EIN of THE THELEN FAMILY FOUNDATION?
The employer identification number (EIN) of THE THELEN FAMILY FOUNDATION is 20-5997526.
Is THE THELEN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to THE THELEN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE THELEN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE THELEN FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE THELEN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE THELEN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE THELEN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,233, expenses of $32,237 and total assets of $532,463 at year end.

Other nonprofits in BAY CITY

All nonprofits in BAY CITY · Michigan · Education