MICHAEL J TENNANT CHARITABLE FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL J TENNANT CHARITABLE FUND (EIN 93-1246876)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202531349349103328
- Schema version
- 2024v5.1
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T14:37:13-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 993136398 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KDP & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 SW BLUFF DRIVE STE 200 | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931246876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J & ADELE M TENNANT CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 5413880086 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 SW 13TH STREET 103 | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J TENNANT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5413880086 | PhoneNum |
| Signature | 2025-05-09 | 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 | KARA L PARDUE | PreparerPersonNm |
| PTIN | P00438032 | PTIN |
| Phone | 5413824791 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,095,451 | 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 | $600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,908 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,908 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $145,042 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,042 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,014,477 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,825 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $426,730 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $426,730 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,306,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $706,505 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,523 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,523 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $417,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $417,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $432,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,523 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $427,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $874,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $701,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,114 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $575,307 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,061 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,061 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,246,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,487,782 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,487,782 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $3,320,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $4,520,608 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $4,520,608 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $950,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $950,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $950,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,121,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,095,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,095,451 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,121,371 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,095,451 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,121,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,095,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,121,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,095,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,121,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $874,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $99,903 | OtherIncreasesAmt |
| Subtotal | $7,095,451 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,095,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CHARLES SCHWAB ST COVERED | $766,761 | $712,155 | $54,606 | $54,606 |
| CHARLES SCHWAB LT COVERED | $247,716 | $182,497 | $65,219 | $65,219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,825 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,758 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,758 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,758 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $124 | EsPenaltyAmt |
| Tax Due | $2,922 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | 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 | RON WHITE | IndividualWithBooksNm |
| Phone | 5413880086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 SW 13TH SUITE 130 | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97702 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J TENNANT | ||||||||
| 532 SW 13TH SUITE 103 | BEND | OR | 97702 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RON L WHITE | ||||||||
| 532 SW 13TH SUITE 103 | BEND | OR | 97702 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HEATHER SALVESEN | ||||||||
| 532 SW 13TH SUITE 103 | BEND | OR | 97701 | DIRECTOR | 3.00 | $9,600 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $267,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,237,670 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,504,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,504,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,407,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $320,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $320,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,758 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,758 | TotalTaxAmt |
| Distributable Before Adj | $310,598 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $310,598 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $310,598 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $427,805 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $427,805 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,598 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,632 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,471 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,136 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,560 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $85,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $139,325 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $427,805 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,598 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $117,207 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $256,532 | 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 | $19,632 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $236,900 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,471 | ExcessFromYear4Amt |
| Excess From Year3 | $12,136 | ExcessFromYear3Amt |
| Excess From Year2 | $10,560 | ExcessFromYear2Amt |
| Excess From Year1 | $85,526 | ExcessFromYear1Amt |
| Excess From Current Year | $117,207 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J TENNANT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROKEN SHACKLES | |||||||
| PO BOX 9544 | BEND | OR | 97708 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $20,000 |
| CRYSTAL PEAKS YOUTH RANCH | |||||||
| 19344 INNES MARKET ROAD | BEND | OR | 97703 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $3,000 |
| DESCHUTES COUNTY HISTORICAL SOCIETY | |||||||
| 129 NW IDAHO AVE | BEND | OR | 97703 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $1,000 |
| FREEDOM FOUNDATION | |||||||
| 2403 PACIFIC AVE SE | OLYMPIA | WA | 98501 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $6,000 |
| FURNISH HOPE | |||||||
| 1006 SE 9TH ST | BEND | OR | 97702 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $8,000 |
| GRACE CHURCH | |||||||
| 63945 OLD BEND REDMOND HWY | BEND | OR | 97703 | NONE | RELIGIOUS | UNRESTRICTED | $5,000 |
| HIGH DESERT MUSEUM | |||||||
| 59800 US-97 | BEND | OR | 97702 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $11,000 |
| HUMANE SOCIETY OF CENTRAL OREGON | |||||||
| 61170 SE 27TH ST | BEND | OR | 97702 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $3,000 |
| JAMES DOBSON FAMILY INSTITUTE | |||||||
| 540 ELKTON DR 201 | COLORADO SPRINGS | CO | 80907 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $97,000 |
| KIDS CENTER | |||||||
| 1375 NW KINGSTON AVE | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $7,500 |
| K-LOVE RADIO | |||||||
| 5700 WEST OAKS BLVD | ROCKLIN | CA | 95765 | NONE | RELIGIOUS | UNRESTRICTED | $1,200 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $4,500 |
| MOUNTAIN STAR FAMILY | |||||||
| 2125 NE DAGGETT LN | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| MULTIPLICATION NETWORK MINISTRIES | |||||||
| 22515 TORRENCE AVE | SAULK VILLAGE | IL | 60411 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $15,000 |
| ORPHANAGES OF KENYA | |||||||
| 775 SW BONNETT WAY SUITE 200 | BEND | OR | 97702 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $2,500 |
| PARTNERS IN CARE | |||||||
| 2075 NE WYATT CT | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| PREPARE THE WAY | |||||||
| PO BOX 9304 | BEND | OR | 97708 | NONE | RELIGIOUS | UNRESTRICTED | $10,000 |
| ROTARY FOUNDATION | |||||||
| PO BOX 305 | BEND | OR | 97709 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $2,000 |
| SHEPHERD'S HOUSE MINISTRIES | |||||||
| 1854 NE DIVISION ST | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $16,000 |
| TOWER THEATRE | |||||||
| 835 NW WALL ST | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| TRINITY LUTHERAN SCHOOL | |||||||
| 2550 NE BUTLER MARKET RD | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $72,000 |
| CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM | |||||||
| 225 SW SCALEHOUSE LOOP | BEND | OR | 97702 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $3,000 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75105 MERLE DR SUITE 300 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $1,000 |
| EASTMONT CHURCH | |||||||
| 62425 EAGLE RD | BEND | OR | 97701 | NONE | RELIGIOUS | UNRESTRICTED | $100,000 |
| GUARDIAN GROUP | |||||||
| 1900 NE 3RD ST SUITE 106 | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $10,000 |
| TWR | |||||||
| 7715 NW 48 ST SUITE 380 | MIAMI | FL | 33166 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $1,000 |
| YCCO | |||||||
| 2125 NE DAGGET LANE | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $2,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $417,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,908 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,042 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,825 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $426,730 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $706,505 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $706,505 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL TENNANT | ||||||
| 1 | 532 SW 13TH SUITE 103 | BEND | OR | 97702 | $400,000 | Yes (X) |
| TENNANT REAL ESTATE LLC | ||||||
| 2 | 532 SW 13TH SUITE 103 | BEND | OR | 97702 | $200,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB STOCK | StockNm |
| EOY Book Value | $1,487,782 | EOYBookValueAmt |
| EOYFMV | $1,487,782 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MPI EVERGEEN LLC | FMV | $250,000 | $250,000 |
| NW EQUITY LENDING LLC | FMV | $700,000 | $700,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSING | $50 | $0 | $50 |
| OFFICE EXPENSE | $5 | $0 | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $426,730 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $426,730 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $426,730 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $99,903 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $4,523 | Amt |
| Net Investment Income | $4,523 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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