TRI-STAR CHARITABLE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
TRI-STAR CHARITABLE FOUNDATION (EIN 27-1866546)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-10
IRS object ID
201331309349100643
Schema version
2012v2.1
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)
Timestamp2013-05-10T12:50:01-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN383635706EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1REHMANN ROBSONBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1675 ROBINSON RD PO BOX 449AddressLine1
CityJACKSONCity
StateMIState
ZIP Code492040449ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN271866546EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TRI-STAR CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTRI-NameControl
Phone9899210010Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11004 N MICHIGAN AVENUEAddressLine1
CitySAGINAWCity
StateMIState
ZIP Code48602ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLARRY PRESTONName
TitleSECRETARYTitle
Phone9899210010Phone
Date Signed2013-05-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKATHLEEN M UNDERHILLName
PTINP00589677PTIN
Phone5177876503Phone
Date Prepared2013-05-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3505FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss1100ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss6DividendsRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss81450OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses82556TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1100AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss55045OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss56145TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss23500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps23500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss79645TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps23500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2911ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY594SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY3505SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV3505SavingsAndTempCashInvstEOYFMV
Total Assets BOY594TotalAssetsBOY
Total Assets EOY3505TotalAssetsEOY
Total Assets EOYFMV3505TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY594RetainedEarningsBOY
Retained Earnings EOY3505RetainedEarningsEOY
Total Net Assets BOY594TotalNetAssetsBOY
Total Net Assets EOY3505TotalNetAssetsEOY
Total Liabilities Net Assets BOY594TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3505TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY594TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2911ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal3505Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY3505TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year118431QualifyingDistributionsYear1
Noncharitable Assets Year16106NoncharitableAssetsYear1
Distribution Ratio Year13.018506DistributionRatioYear1
Qualifying Distributions Year225000QualifyingDistributionsYear2
Noncharitable Assets Year210217NoncharitableAssetsYear2
Distribution Ratio Year22.446902DistributionRatioYear2
Total Distribution Ratio5.465408TotalDistributionRatio
Average Distribution Ratio2.732704AverageDistributionRatio
Net Noncharitable Assets10740NetNoncharitableAssets
Adjusted Noncharitable Assets29349AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One29349AdjNonchrtblAssetsAndOnePct
Qualifying Distributions23500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJACK KIDWELLBooksInCareOfPersonName
Books In Care Of Phone Number9899210010BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11004 N MICHIGAN AVENUEAddressLine1
CitySAGINAWCity
StateMIState
ZIP Code48602ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
GENE PICKELMAN
1004 N MICHIGAN AVESAGINAWMI48602PRESIDENT1.00000
LARRY PRESTON
1004 N MICHIGAN AVESAGINAWMI48602SECRETARY/TREASURER2.00000
MORT WELDY
1004 N MICHIGAN AVESAGINAWMI48602DIRECTOR0.25000
MIKE BIERLEIN
1004 N MICHIGAN AVESAGINAWMI48602DIRECTOR0.25000
DICK GARBER
1004 N MICHIGAN AVESAGINAWMI48602DIRECTOR0.25000
MARK FLEGENHEIMER
1004 N MICHIGAN AVESAGINAWMI48602DIRECTOR0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances10904AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets10904TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets10904AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable164CashDeemedCharitable
Net Noncharitable Assets10740NetNoncharitableAssets
Minimum Investment Return537MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return537MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj537DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded537DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted537DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions23500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions23500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions23500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted537DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year224547ExcessDistriCarryoverYear2
Excess Distri Carryover Year118126ExcessDistriCarryoverYear1
Total Excess Distri Carryover42673TotalExcessDistriCarryover
Qualifying Distributions23500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year537AppliedToCurrentYear
Remaining Distri From Corpus22963RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus65636TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year65636ExcessDistriCyovToNextYear
Excess From Year224547ExcessFromYear2
Excess From Year118126ExcessFromYear1
Excess From Current Year22963ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHILDREN'S ZOO AT CELEBRATION SQUAREBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11730 S WASHINGTON AVEAddressLine1
CitySAGINAWCity
StateMIState
ZIP Code48601ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation StatusPUBLICRecipientFoundationStatus
Purpose Of Grant Or ContributionSUPPORT OPERATION AND MAINTENANCE OF ANIMAL EXHIBITSPurposeOfGrantOrContribution
Amount$23,500Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year23500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$6ExclusionAmount

Net Income Loss From Special Events NetIncomeLossFromSpecialEvents

FieldValueIRS element (for citing)
Exclusion Code01ExclusionCode
Exclusion$26,405ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$26,411ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA26411TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,100Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionGOLF OUTING EXPENSESDescription
Revenue And Expenses Per Books55045RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionGROSS INCOME FROM SPECIAL FUNDRAISING EVENTSDescription
Revenue And Expenses Per Books81450RevenueAndExpensesPerBooks
Adjusted Net Income81450AdjustedNetIncome

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