MICHAEL J TENNANT CHARITABLE FUND: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MICHAEL J TENNANT CHARITABLE FUND (EIN 93-1246876)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-15
IRS object ID
201311359349102221
Schema version
2012v2.0
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)
Timestamp2013-05-15T14:10:37-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1975 SW Colorado Ave Suite 200AddressLine1
CityBendCity
StateORState
ZIP Code97702ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN931246876EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Michael J Tennant Charitable FundBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMICHNameControl
Phone5413880086Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameMichael J TennantName
TitlePresidentTitle
Date Signed2013-05-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWESLEY B PRICE IIIName
PTINP00051001PTIN
Phone5413824791Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1074516FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss30000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss321InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm321InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm321InterestOnSavingsAdjNetIncm
Other Income Rev And Expnss17677OtherIncomeRevAndExpnss
Other Income Net Invst Incm17677OtherIncomeNetInvstIncm
Total Revenue And Expenses47998TotalRevenueAndExpenses
Total Net Investment Income17998TotalNetInvestmentIncome
Total Adjusted Net Income321TotalAdjustedNetIncome
Accounting Fees Rev And Expnss400AccountingFeesRevAndExpnss
Taxes Rev And Expnss181TaxesRevAndExpnss
Other Expenses Rev And Expnss20OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss601TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss33800ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps33800ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss34401TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps33800TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses13597ExcessOfRevenueOverExpenses
Net Investment Income17998NetInvestmentIncome
Adjusted Net Income321AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY145740SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY220983SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV220983SavingsAndTempCashInvstEOYFMV
Investments Mortgage Loans BOY915179InvestmentsMortgageLoansBOY
Investments Mortgage Loans EOY853533InvestmentsMortgageLoansEOY
Investments Mortgage Loans EOYFMV853533InvestmentsMortgageLoansEOYFMV
Total Assets BOY1060919TotalAssetsBOY
Total Assets EOY1074516TotalAssetsEOY
Total Assets EOYFMV1074516TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY1060919UnrestrictedBOY
Unrestricted EOY1074516UnrestrictedEOY
Total Net Assets BOY1060919TotalNetAssetsBOY
Total Net Assets EOY1074516TotalNetAssetsEOY
Total Liabilities Net Assets BOY1060919TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1074516TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1060919TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses13597ExcessOfRevenueOverExpenses
Subtotal1074516Subtotal
Total Net Assets Fund Balances EOY1074516TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year129400QualifyingDistributionsYear1
Noncharitable Assets Year11059105NoncharitableAssetsYear1
Distribution Ratio Year10.02776DistributionRatioYear1
Qualifying Distributions Year230200QualifyingDistributionsYear2
Noncharitable Assets Year21061668NoncharitableAssetsYear2
Distribution Ratio Year20.02845DistributionRatioYear2
Qualifying Distributions Year38600QualifyingDistributionsYear3
Noncharitable Assets Year31028097NoncharitableAssetsYear3
Distribution Ratio Year30.00837DistributionRatioYear3
Qualifying Distributions Year433750QualifyingDistributionsYear4
Noncharitable Assets Year41066934NoncharitableAssetsYear4
Distribution Ratio Year40.03163DistributionRatioYear4
Qualifying Distributions Year580200QualifyingDistributionsYear5
Noncharitable Assets Year5931374NoncharitableAssetsYear5
Distribution Ratio Year50.08611DistributionRatioYear5
Total Distribution Ratio0.18231TotalDistributionRatio
Average Distribution Ratio0.03646AverageDistributionRatio
Net Noncharitable Assets1011273NetNoncharitableAssets
Adjusted Noncharitable Assets36873AdjustedNoncharitableAssets
One Percent Net Investment Income180OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One37053AdjNonchrtblAssetsAndOnePct
Qualifying Distributions33800QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax360InvestmentIncomeExciseTax
Subtotal360Subtotal
Tax Based On Investment Income360TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment284EstTaxPaymentsAndOverpayment
Total Credits And Payments284TotalCreditsAndPayments
Tax Due76TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithORStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1RL WhiteBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5413880086BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Wesley B Price III
975 SW Colorado Suite 200BendOR97702Director0.000
Ron L White
532 SW 13th Suite 200BendOR97702Director0.000
Adele Tennant
532 SW 13th Suite 200BendOR97702Director0.000
Michael J Tennant
532 SW 13th Suite 200BendOR97702President0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances142746AvgMonthlyCashBalances
FMV All Other Noncharitable Assets883927FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1026673TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets1026673AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable15400CashDeemedCharitable
Net Noncharitable Assets1011273NetNoncharitableAssets
Minimum Investment Return50564MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return50564MinimumInvestmentReturn
Tax Based On Investment Income360TaxBasedOnInvestmentIncome
Total Tax360TotalTax
Distributable Amount Before Adj50204DistributableAmountBeforeAdj
Distributable Amount Before Ded50204DistributableAmountBeforeDed
Distributable Amount As Adjusted50204DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions33800ExpensesAndContributions
Qualifying Distributions33800QualifyingDistributions
Adj Qualifying Distributions33800AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted50204DistributableAmountAsAdjusted
Excess Distri Carryover Year536697ExcessDistriCarryoverYear5
Total Excess Distri Carryover36697TotalExcessDistriCarryover
Qualifying Distributions33800QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year33800AppliedToCurrentYear
Excess Distri Cyov App CY Corpus16404ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY16404ExcessDistriCyovAppliedCY
Total Corpus20293TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year520293ExcessDistriCyovFromYear5

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerMichael J TennantContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
THE HEART CAMPAIGN
365 NE GREENWOOD AVE STE 1BBENDOR97701NONE501(C)(3)UNRESTRICTED$1,500
PREPARE THE WAY
19781 ASTRO PLBENDOR97702NONE501(C)(3)UNRESTRICTED$1,000
ALZHEIMER'S ASSOCIATION
1650 NW NAITO PARKWAY STE 190PORTLANDOR97209NONE501(C)(3)UNRESTRICTED$1,500
THE SPECIAL OLYMPICS
PO BOX 6772BENDOR97708NONE501(C)(3)UNRESTRICTED$200
BEND NORTHWEST NON-PROFIT CORPORATI
2634 NW THREE SISTERS DRBENDOR97701NONE501(C)(3)THE GLEN GIVES UNRESTRICTED DONATION.$1,000
THE BETHLEHEM INN
3705 N HWY 97BENDOR97701NONE501(C)(3)UNRESTRICTED$1,000
ABILITREE
PO BOX 9425BENDOR97708n/aPublicUNRESTRICTED$2,000
MANA CHRISTIAN OHANA
PO Box 437478KAMUELAHI96743n/aPublicUNRESTRICTED$3,000
WESTSIDE CHURCH
2051 NW Shevlin Park RdBendOR97701n/aPublicUnrestricted$20,000
MISCELLANEOUS
N/ABendOR97701n/an/aUnrestricted$2,600
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year33800TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$321ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionOther investment incomeDescription
Exclusion Code14ExclusionCode
Exclusion$17,677ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$17,998ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA17998TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualMichael TennantContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1532 SW 13th Suite 200AddressLine1
CityBendCity
StateORState
ZIP Code97702ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions30000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$400Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK FEESDescription
Revenue And Expenses Per Books20RevenueAndExpensesPerBooks

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOther investment incomeDescription
Revenue And Expenses Per Books17677RevenueAndExpensesPerBooks
Net Investment Income17677NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
State Income Tax$131
State Filing fees$50

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