MICHAEL J TENNANT CHARITABLE FUND: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MICHAEL J TENNANT CHARITABLE FUND (EIN 93-1246876)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-15
IRS object ID
201431359349100343
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-15T15:00:23-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Harrigan Price Fronk & Co LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1975 SW Colorado Ave Suite 200AddressLine1
CityBendCity
StateORState
ZIP Code97702ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN931246876EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Michael J Tennant Charitable FundBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMICHBusinessNameControlTxt
Phone5413880086PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1532 SW 13th StAddressLine1
CityBendCity
StateORState
ZIP Code97702ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael J TennantPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWESLEY B PRICE IIIPreparerPersonNm
PTINP00051001PTIN
Phone5413824791PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,160,966FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$70,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$56InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$56InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$56InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$36,502OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$36,502OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$106,558TotalRevAndExpnssAmt
Total Net Invst Incm$36,558TotalNetInvstIncmAmt
Total Adj Net Incm$56TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$400AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$50OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$208TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$658TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,108TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$86,450ExcessRevenueOverExpensesAmt
Net Investment Income$36,558NetInvestmentIncomeAmt
Adjusted Net Income$56AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$220,983SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$103,834SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$103,834SavAndTempCashInvstEOYFMVAmt
Mortgage Loans BOY$853,533MortgageLoansBOYAmt
Mortgage Loans EOY$1,057,132MortgageLoansEOYAmt
Mortgage Loans EOYFMV$1,057,132MortgageLoansEOYFMVAmt
Total Assets BOY$1,074,516TotalAssetsBOYAmt
Total Assets EOY$1,160,966TotalAssetsEOYAmt
Total Assets EOYFMV$1,160,966TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,074,516UnrestrictedBOYAmt
Unrestricted EOY$1,160,966UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,074,516TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,160,966TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,074,516TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,160,966TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,074,516TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$86,450ExcessRevenueOverExpensesAmt
Subtotal$1,160,966SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,160,966TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,011,273NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03342DistributionYr1Rt
Adjusted Qlfy Distri Yr2$29,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,059,105NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.02776DistributionYr2Rt
Adjusted Qlfy Distri Yr3$30,200AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,061,668NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.02845DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,028,097NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.00837DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,750AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,066,934NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03163DistributionYr5Rt
Total Distribution0.12963TotalDistributionRt
Average Distribution0.02593AverageDistributionRt
Net Vl Noncharitable Assets$1,079,858NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,995AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$366NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$28,361AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,450QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$731InvestmentIncomeExciseTaxAmt
Subtotal$731SubtotalAmt
Tax Based On Investment Income$731TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$8EsPenaltyAmt
Tax Due$739TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RL WhiteBusinessNameLine1
FieldValueIRS element (for citing)
Phone5413880086PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1532 SW 13th Suite 200AddressLine1
CityBENDCity
StateORState
ZIP Code97702ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Michael J Tennant
532 SW 13th Suite 200BendOR97702President0.00$0
Adele Tennant
532 SW 13th Suite 200BendOR97702Director0.00$0
Ron L White
532 SW 13th Suite 200BendOR97702Director0.00$0
Wesley B Price III
975 SW Colorado Suite 200BendOR97702Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,171AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,057,132FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,096,303TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,096,303AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,445CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,079,858NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,993MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,993MinimumInvestmentReturnAmt
Tax Based On Investment Income$731TaxBasedOnInvestmentIncomeAmt
Total Tax$731TotalTaxAmt
Distributable Before Adj$53,262DistributableBeforeAdjAmt
Distributable Before Ded$53,262DistributableBeforeDedAmt
Distributable As Adjusted$53,262DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,450ExpensesAndContributionsAmt
Qualifying Distributions$19,450QualifyingDistributionsAmt
Adjusted Qualifying Distri$19,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,262DistributableAsAdjustedAmt
Qualifying Distributions$19,450QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,450AppliedToCurrentYearAmt
Undistributed Income CY$33,812UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMichael J TennantContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MISCELLANEOUS
N/ABendOR97701n/an/aUnrestricted$1,450
LEUKEMIA AND LYMPHOMA ASSOCIATION
9320 SW BARBUR BOULEVARD STE 350PORTLANDOR97219n/aPublicUnrestricted$1,000
PREPARE THE WAY
PO BOX 9304BENDOR97708n/aPublicUNRESTRICTED$1,000
VOICE OF THE OVERCOMER
PO BOX 7646BENDOR97708n/aPublicUNRESTRICTED$7,500
BETHLEHEM INN
3705 US 97 BUSINESSBENDOR97701n/aPublicUNRESTRICTED$1,000
FOCUS ON THE FAMILY
8605 EXPLORER DRIVECOLORADO SPRINGSCO80920n/aSCHOOLUNRESTRICTED$1,000
FELLOWSHIP OF BEND
915 NE 7TH STBENDOR97702n/aPublicUNRESTRICTED$2,000
MOUNTAIN STAR FAMILY
2125 NE DAGGETT LNBENDOR97701n/aPublicUNRESTRICTED$1,000
MYOTONIC DYSTROPHY FOUNDATION
PO BOX 29543SAN FARNCISCOCA94129NONE501(C)(3)UNRESTRICTED$2,500
BEND'S COMMUNITY CENTER
1036 NE 5TH STBENDOR97701NONE501(C)(3)THE GLEN GIVES UNRESTRICTED DONATION.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOther investment incomeDesc
Exclusion14ExclusionCd
Exclusion$36,502ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$36,558ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,558TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMichael TennantContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1532 SW 13th Suite 200AddressLine1
CityBendCity
StateORState
ZIP Code97702ZIPCode
FieldValueIRS element (for citing)
Total Contributions$70,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther investment incomeDesc
Revenue And Expenses Per Books$36,502RevenueAndExpensesPerBooksAmt
Net Investment Income$36,502NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLICENSINGCategoryTxt
Amt$50Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
State Filing fees$50
State Income Tax$158

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