MICHAEL J TENNANT CHARITABLE FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL J TENNANT CHARITABLE FUND (EIN 93-1246876)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202203129349100340
- Schema version
- 2021v4.2
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T14:57:56-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930620214 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICE FRONK & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2796 NW CLEARWATER DR | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FUND | BusinessNameLine2Txt |
| 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 ST STE 200 | 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 | 2022-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | TENNANT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARA L PARDUE | PreparerPersonNm |
| PTIN | P00438032 | PTIN |
| Phone | 5413824791 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,979,896 | 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 | $380,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,532 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,532 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,831 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $996,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,152 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $367,085 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $367,085 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $784,600 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $404,600 | 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 | $6,184 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,184 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $743 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,784 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $222,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $222,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $238,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $237,784 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $545,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $403,857 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,504 | CashBOYAmt |
| Cash EOY | $25,729 | CashEOYAmt |
| Cash EOYFMV | $25,729 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,296,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,429,551 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,429,551 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $186,811 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $187,338 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $2,128,754 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $3,337,278 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $3,337,278 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $4,431,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,979,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,979,896 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,431,980 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,979,369 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,431,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,979,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,431,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,979,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,431,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $545,733 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,656 | OtherIncreasesAmt |
| Subtotal | $4,979,369 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,979,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB ST | PropertyDesc |
| Acquired | 2021-07-29 | AcquiredDt |
| Sold | 2021-08-03 | SoldDt |
| Gross Sales Price | $996,888 | GrossSalesPriceAmt |
| Cost Or Other Basis | $964,736 | CostOrOtherBasisAmt |
| Gain Or Loss | $32,152 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $32,152 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,152 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,614 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,614 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,614 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,054 | 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 | $3,054 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $2,578 | 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 | RL WHITE | IndividualWithBooksNm |
| Phone | 5413880086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 SW 13TH SUITE 200 | 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 200 | BEND | OR | 97702 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RON L WHITE | ||||||||
| 532 SW 13TH SUITE 200 | BEND | OR | 97702 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HEATHER SALVESEN | ||||||||
| 532 SW 13TH SUITE 200 | 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 | $1,869,253 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,826,421 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,695,674 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,695,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,625,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,262 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,262 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,614 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,614 | TotalTaxAmt |
| Distributable Before Adj | $225,648 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $225,648 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $225,648 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $237,784 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $237,784 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,743 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,033 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,073 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,632 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,471 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $195,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $237,784 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,648 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,136 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $208,088 | 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 | $60,743 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $147,345 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,033 | ExcessFromYear4Amt |
| Excess From Year3 | $40,073 | ExcessFromYear3Amt |
| Excess From Year2 | $19,632 | ExcessFromYear2Amt |
| Excess From Year1 | $11,471 | ExcessFromYear1Amt |
| Excess From Current Year | $12,136 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETHLEHEM INN | |||||||
| 3705 US 97 BUSINESS | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $3,000 |
| BRIDGE MEADOWS | |||||||
| 8502 N WAYLAND AVE | PORTLAND | OR | 97203 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| BROKEN SHACKLES | |||||||
| PO BOX 9544 | BEND | OR | 97708 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| CALVAY CHAPEL CHURCH | |||||||
| 20225 COOLEY ROAD | BEND | OR | 97703 | NONE | RELIGIOUS | UNRESTRICTED | $5,000 |
| CASA OF CENTRAL OREGON | |||||||
| 1029 NW 14TH ST 100 | BEND | OR | 97703 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| CENTRAL OREGON VETERANS OUTREACH | |||||||
| 61510 S HWY 97 100 | BEND | OR | 97702 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| DESCHUTES CHILDREN'S FOUNDATION | |||||||
| 1010 NW 14TH ST | BEND | OR | 97703 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| FAMILY TALK | |||||||
| 540 ELKTON DR 201 | COLORADO SPRINGS | CO | 80907 | NONE | RELIGIOUS | UNRESTRICTED | $10,000 |
| FURNISH HOPE | |||||||
| 1006 SE 9TH ST | BEND | OR | 97702 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $10,500 |
| GRACE CHURCH | |||||||
| 63945 OLD BEND REDMOND HWY | BEND | OR | 97703 | NONE | RELIGIOUS | UNRESTRICTED | $7,000 |
| HUMANE SOCIETY OF CENTRAL OREGON | |||||||
| 61170 SE 27TH ST | BEND | OR | 97702 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $4,500 |
| KIDS CENTER | |||||||
| 1375 NW KINGSTON AVE | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $10,000 |
| MOUNTAIN STAR FAMILY | |||||||
| 2125 NE DAGGETT LN | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| MULTIPLICATION NETWORK MINISTRIES | |||||||
| 22515 TORRENCE AVE | SAUK VILLAGE | IL | 60411 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $8,000 |
| PREPARE THE WAY | |||||||
| PO BOX 9304 | BEND | OR | 97708 | NONE | RELIGIOUS | UNRESTRICTED | $4,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1700 NE PURCELL | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| SHEPHERD'S HOUSE MINISTRIES | |||||||
| 1854 NE DIVISION ST | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $30,000 |
| SHIELD OF FAITH MISSION INTERNATIONAL | |||||||
| 1599 NW GALVESTON AVE | BEND | OR | 97701 | NONE | RELIGIOUS | UNRESTRICTED | $4,000 |
| 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 | $15,000 |
| VOICE OF THE OVERCOMER | |||||||
| PO BOX 7646 | BEND | OR | 97708 | NONE | RELIGIOUS | UNRESTRICTED | $8,000 |
| WESTSIDE CHURCH | |||||||
| 2051 NW SHEVLIN PARK RD | BEND | OR | 97701 | NONE | RELIGIOUS | UNRESTRICTED | $10,000 |
| AFAF | |||||||
| 232 WILD HORSE DR | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $1,000 |
| BEND CHRISTIAN FELLOWSHIP | |||||||
| 19831 ROCKING HORSE ROAD | BEND | OR | 97702 | NONE | RELIGIOUS | UNRESTRICTED | $5,000 |
| CATHOLIC VOTE | |||||||
| PO BOX 3310 | CARMEL | IN | 46082 | NONE | RELIGIOUS | UNRESTRICTED | $500 |
| CRYSTAL PEAKS YOUTH RANCH | |||||||
| 19344 INNES MARKET ROAD | BEND | OR | 97703 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $8,000 |
| MINISTRY ADVANCE LLC | |||||||
| 24816 SE 17TH PL | SAMMAMISH | WA | 98075 | NONE | RELIGIOUS | UNRESTRICTED | $6,000 |
| OREGON ADAPTIVE SPORTS (OAS) | |||||||
| 63025 O B RILEY RD 12 | BEND | OR | 97703 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $1,000 |
| OHSU FOUNDATION | |||||||
| 2020 SW 4TH AVE SUITE 900 | PORTLAND | OR | 97201 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $1,500 |
| ORPHANAGES OF KENYA | |||||||
| 775 SW BONNETT WAY SUITE 200 | BEND | OR | 97702 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $4,000 |
| OTINO WAA CHILDREN'S FELLOWSHIP | |||||||
| PO BOX 7931 | BEND | OR | 97708 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| PARTNERS IN CARE | |||||||
| 2075 NE WYATT CT | BEND | OR | 97701 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $20,000 |
| ROTARY FOUNDATION | |||||||
| PO BOX 305 | BEND | OR | 97709 | NONE | PUBLIC CHARITIES | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $222,000 | 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 | $3,532 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,831 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,152 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $367,085 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $404,600 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $404,600 | 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 200 | BEND | OR | 97702 | $300,000 | Yes (X) |
| TENNANT REAL ESTATE LLC | ||||||
| 2 | 532 SW 13TH SUITE 200 | BEND | OR | 97702 | $80,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,184 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,184 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB STOCK | StockNm |
| EOY Book Value | $186,811 | EOYBookValueAmt |
| EOYFMV | $187,338 | EOYFMVAmt |
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 | $0 |
| SERVICE CHARGE | $290 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $367,085 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $367,085 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $367,085 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $1,656 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE INCOME TAX | CategoryTxt |
| Amt | $743 | Amt |
| Net Investment Income | $743 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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