The Thelen Family Foundation

BAY CITY, MI EIN: 20-5997526

The Thelen Family Foundation is a private foundation focused on Education, based in BAY CITY, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $526K in total assets. In 2024, it awarded 12 grants totaling $25K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$526K

-14.5% YoY

Annual Giving

$25K

-10.7% YoY

Grant Count

12

-25.0% YoY

Avg Grant Size

$2K

+19.0% YoY

Under IRS private-foundation payout rules, The Thelen Family Foundation reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About The Thelen Family Foundation

Based on IRS filings

The Thelen Family Foundation is a private foundation focused on Education, based in BAY CITY, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $526K in total assets. In 2024, it awarded 12 grants totaling $25K. Net investment income was $18K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

Ann ArborArlingtonBay CityBirch RunEssexvilleFlintGrand LedgeIoniaIrondaleMiamiPinconningPrescottSaginawSterling HeightsWixom

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$11K$22K$33K$43K20202021202220232024
Metric202420232022
Total Assets$526,467$616,085$635,495
Revenue$-54,287$14,026$39,419
Expenses$35,331$33,436$33,816
Qualifying Distributions$25,000$28,000$30,061
Net Investment Income$18,453$37,519$38,734
Distributable Amount$26,386$25,360$26,970

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$15K$23K$30K12 grants202013 grants202117 grants202216 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

New Beginnings Christian…$6KCamp Fish Tales$5KAll Saints Central High …$3KMidland Street Merchants…$3KAntique Toy and Fire Mus…$2KSt Stanislaus Church$2KCorpus Christi Parish$1KOur Lady of Peace Cathol…$1KBay City Moose Lodge$1KThe ALS Association$1K

Grant Size Distribution

70 grants across all recorded years

70<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include New Beginnings Christian Church ($5,800), Camp Fish Tales ($5,000), All Saints Central High School ($3,000).

RecipientPurposeAmount
All Saints Central High School Bay City, MITo enhance learning activities$3,000
Antique Toy and Fire Museum Bay City, MITo enhance charitable activities$1,500
Bay City Moose Lodge Bay City, MITo enhance charitable activities$1,000
Camp Fish Tales Pinconning, MITo enhance charitable activities$5,000
Corpus Christi Parish Bay City, MITo enhance charitable activities$1,100
Midland Street Merchants Association Bay City, MITo enhance charitable activities$2,500
New Beginnings Christian Church Saginaw, MITo enhance charitable activities$5,800
Our Lady of Peace Catholic Church Bay City, MITo enhance charitable activities$1,100
Saginaw Children's Zoo Saginaw, MITo enhance charitable activities$500
St Stanislaus Church Bay City, MITo enhance charitable activities$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Joseph T ThelenTrustee0.5
Michael S ThelenTrustee0.5
Patrick D ThelenTrustee0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Thelen Family Foundation?

The Thelen Family Foundation is a private foundation focused on Education, based in BAY CITY, MI. It holds $526K in total assets as of 2024.

How large is The Thelen Family Foundation?

As of 2024, The Thelen Family Foundation holds $526K in total assets with $-54,287 in annual revenue. It awarded 12 grants totaling $25K in 2024.

Where does The Thelen Family Foundation operate?

The Thelen Family Foundation has awarded grants in Alabama, Florida, Michigan, Virginia.

What size grants does The Thelen Family Foundation award?

In 2024, The Thelen Family Foundation awarded 12 grants totaling $25K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is The Thelen Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Thelen Family Foundation reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Thelen Family Foundation's EIN?

The Thelen Family Foundation's EIN (Employer Identification Number) is 20-5997526. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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