RENY CHARITABLE FNDTN TR UA 010193 GR ROBERT H & CAROLYN D RENY: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RENY CHARITABLE FNDTN TR UA 010193 GR ROBERT H & CAROLYN D RENY (EIN 02-6095307)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-12
- IRS object ID
- 202412569349101311
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-12T13:05:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010330007 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM H BREWER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 858 WASHINGTON STREET | AddressLine1Txt |
| City | BATH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026095307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENY | BusinessNameControlTxt |
| Phone | 2075633177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 ROUTE 1 | AddressLine1Txt |
| City | NEWCASTLE | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04553 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN RENY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2075633177 | PhoneNum |
| Signature | 2024-09-12 | 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 | WILLIAM H BREWER | PreparerPersonNm |
| PTIN | P01224575 | PTIN |
| Phone | 2074439759 | PhoneNum |
| Preparation | 2024-09-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,120,842 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,951 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,951 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $267,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,535,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $267,869 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $206 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $206 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $343,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,282 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,637 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,035 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $359,727 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $359,727 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $396,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $359,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $310,610 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $593,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $556,870 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $556,870 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $144 | AcctRcvblAmt |
| Acct Rcvbl BOY | $43 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $144 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $144 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,932,747 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,915,543 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,563,828 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,525,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,472,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,120,842 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,878,608 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,878,608 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,352,618 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,406,051 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,525,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,472,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,525,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,472,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,525,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,472,557 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,472,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (126 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CELANESE CORP | P | 2023-01-05 | $4,073 | $2,326 | $2,326 |
| CHEVRON CORPORATION | P | 2023-01-05 | $8,002 | $4,010 | $4,010 |
| MCDONALDS CORPORATION | P | 2023-01-05 | $3,125 | -$149 | -$149 |
| HUMANA INC | P | 2023-01-12 | $8,653 | -$306 | -$306 |
| GENERAL MILLS INC | P | 2023-01-12 | $6,738 | $194 | $194 |
| UNITEDHEALTH GROUP INC | P | 2023-01-18 | $8,463 | $2,050 | $2,050 |
| UNITEDHEALTH GROUP INC | P | 2023-01-20 | $16,745 | $9,258 | $9,258 |
| MICROSOFT CORPORATION | P | 2023-01-23 | $6,012 | $3,270 | $3,270 |
| GENERAL MILLS INC | P | 2023-01-23 | $6,219 | -$242 | -$242 |
| GENERAL MILLS INC | P | 2023-01-27 | $4,630 | -$165 | -$165 |
| ABBVIE INC | P | 2023-01-30 | $5,009 | $1,679 | $1,679 |
| T-MOBILE US INC | P | 2023-01-30 | $4,899 | -$33 | -$33 |
| ALTRIA GROUP INC | P | 2023-01-30 | $13,283 | -$3,561 | -$3,561 |
| ALTRIA GROUP INC | P | 2023-01-31 | $6,197 | -$1,323 | -$1,323 |
| AT&T INC | P | 2023-01-31 | $8,150 | -$111 | -$111 |
| C S X CORP | P | 2023-01-31 | $9,318 | $5,321 | $5,321 |
| LAS VEGAS SANDS CORP | P | 2023-02-01 | $4,619 | $911 | $911 |
| MCDONALDS CORPORATION | P | 2023-02-02 | $3,967 | -$126 | -$126 |
| HONEYWELL INTL INC | P | 2023-02-06 | $8,525 | $3,347 | $3,347 |
| T-MOBILE US INC | P | 2023-02-06 | $4,994 | -$1 | -$1 |
| MCDONALDS CORPORATION | P | 2023-02-06 | $8,414 | -$318 | -$318 |
| ABBVIE INC | P | 2023-02-10 | $4,216 | $1,469 | $1,469 |
| RAYTHEON TECHNOLOGIES CORP | P | 2023-02-10 | $3,906 | $498 | $498 |
| RAYTHEON TECHNOLOGIES CORP | P | 2023-02-13 | $4,882 | $926 | $926 |
| AT&T INC | P | 2023-02-13 | $4,172 | -$83 | -$83 |
| T-MOBILE US INC | P | 2023-02-13 | $4,155 | $195 | $195 |
| PUBLIC SVC ENTERPRISE GROUP INC | P | 2023-02-14 | $4,825 | -$946 | -$946 |
| T-MOBILE US INC | P | 2023-02-17 | $5,890 | $717 | $717 |
| PIONEER NATURAL RESOURCES CO | P | 2023-02-17 | $15,047 | $6,028 | $6,028 |
| VALERO ENERGY CORP NEW | P | 2023-02-17 | $8,449 | $6,085 | $6,085 |
| AT&T INC | P | 2023-02-17 | $4,409 | $179 | $179 |
| D R HORTON INC | P | 2023-02-22 | $4,711 | -$444 | -$444 |
| MICRON TECHNOLOGY INC | P | 2023-02-22 | $4,704 | -$66 | -$66 |
| MICROSOFT CORPORATION | P | 2023-02-22 | $8,221 | $4,846 | $4,846 |
| CELANESE CORP | P | 2023-02-23 | $9,144 | $5,607 | $5,607 |
| AMERICAN TOWER CORP | P | 2023-02-28 | $1,185 | -$426 | -$426 |
| AMERICAN TOWER CORP | P | 2023-02-28 | $6,851 | -$2,243 | -$2,243 |
| AMERICAN TOWER CORP | P | 2023-03-03 | $2,331 | -$645 | -$645 |
| PUBLIC SVC ENTERPRISE GROUP INC | P | 2023-03-03 | $2,352 | -$534 | -$534 |
| THE CIGNA GROUP | P | 2023-03-07 | $4,000 | -$519 | -$519 |
| QUALCOMM INC | P | 2023-03-07 | $9,824 | -$1,602 | -$1,602 |
| ANTHEM, INC. | P | 2023-03-07 | $4,206 | -$134 | -$134 |
| LAS VEGAS SANDS CORP | P | 2023-03-08 | $3,605 | $1,289 | $1,289 |
| HOME DEPOT INC | P | 2023-03-08 | $2,993 | -$398 | -$398 |
| D R HORTON INC | P | 2023-03-08 | $3,664 | -$461 | -$461 |
| ORACLE CORP | P | 2023-03-17 | $3,297 | $95 | $95 |
| ACCENTURE PLC-CL A | P | 2023-03-17 | $7,093 | -$2,741 | -$2,741 |
| T-MOBILE US INC | P | 2023-03-20 | $7,940 | $803 | $803 |
| TRUIST FINL CORP | P | 2023-04-14 | $12,247 | -$3,543 | -$3,543 |
| TARGET CORP | P | $16,207 | $58 | $58 | |
| EQUINIX INC | P | 2023-04-18 | $8,264 | $3,102 | $3,102 |
| THE CIGNA GROUP | P | 2023-04-18 | $7,261 | -$1,313 | -$1,313 |
| ILLINOIS TOOL WKS INC | P | 2023-04-18 | $7,865 | $4,914 | $4,914 |
| HOME DEPOT INC | P | 2023-04-18 | $23,370 | $5,146 | $5,146 |
| D R HORTON INC | P | 2023-04-18 | $11,750 | $607 | $607 |
| PROLOGIS INC | P | 2023-04-21 | $9,010 | $1,052 | $1,052 |
| C D W CORP/DE | P | 2023-04-21 | $6,936 | -$1,186 | -$1,186 |
| BROADCOM INC | P | 2023-06-05 | $21,327 | $5,720 | $5,720 |
| AMERICAN TOWER CORP | P | 2023-06-05 | $11,218 | $1,516 | $1,516 |
| BNYM INST S&P 500 STCK-I | P | 2023-06-27 | $45,000 | $586 | $586 |
| TCW EMERGING MARKETS INCOME FUND - I | P | 2023-06-27 | $35,000 | -$9,832 | -$9,832 |
| T-MOBILE US INC | P | 2023-08-02 | $2,889 | $241 | $241 |
| T-MOBILE US INC | P | 2023-08-02 | $8,668 | $770 | $770 |
| MCDONALDS CORPORATION | P | 2023-08-02 | $9,348 | $1,143 | $1,143 |
| SYNCHRONY FINANCIAL | P | 2023-08-02 | $9,305 | $2,612 | $2,612 |
| COCA-COLA CO | P | 2023-08-02 | $9,885 | -$88 | -$88 |
| COCA-COLA CO | P | 2023-08-02 | $3,719 | $75 | $75 |
| NEXTERA ENERGY INC | P | 2023-08-02 | $8,779 | -$904 | -$904 |
| SHOPIFY INC-A W/I | P | 2023-08-02 | $10,083 | $1,386 | $1,386 |
| ORACLE CORP | P | 2023-08-02 | $4,903 | $1,548 | $1,548 |
| DEERE & CO | P | 2023-08-02 | $27,442 | $16,578 | $16,578 |
| ORACLE CORP | P | 2023-08-02 | $3,738 | $1,187 | $1,187 |
| NIKE INC CLASS B | P | 2023-08-02 | $12,351 | $709 | $709 |
| DEVON ENERGY CORPORATION NEW | P | 2023-08-04 | $18,864 | -$2,875 | -$2,875 |
| HUMANA INC | P | 2023-08-18 | $3,461 | $65 | $65 |
| HUMANA INC | P | 2023-08-21 | $6,875 | $84 | $84 |
| SALESFORCE INC | P | 2023-08-23 | $10,720 | $1,317 | $1,317 |
| FACEBOOK, INC. | P | 2023-09-05 | $9,226 | $4,675 | $4,675 |
| T-MOBILE US INC | P | 2023-09-05 | $14,446 | $5,544 | $5,544 |
| SOUTHWESTERN ENERGY CO | P | 2023-09-05 | $3,437 | -$35 | -$35 |
| BOEING CO | P | 2023-09-05 | $9,678 | $1,826 | $1,826 |
| MASTERCARD INCORPORATED | P | 2023-09-05 | $11,548 | $1,930 | $1,930 |
| HONEYWELL INTL INC | P | 2023-09-05 | $10,718 | $6,645 | $6,645 |
| ORACLE CORP | P | 2023-09-05 | $12,757 | $4,494 | $4,494 |
| REGENERON PHARMACEUTICALS INC | P | 2023-09-05 | $9,103 | $1,153 | $1,153 |
| ALCOA CORPORATION | P | 2023-09-05 | $10,525 | -$8,037 | -$8,037 |
| ADVANCED MICRO DEVICES INC | P | 2023-09-05 | $13,610 | $10,944 | $10,944 |
| MERCK & CO INC | P | 2023-09-05 | $12,481 | $807 | $807 |
| SOUTHWESTERN ENERGY CO | P | 2023-09-06 | $12,523 | $572 | $572 |
| CHARTER COMMUNICATIONS INC-A | P | 2023-09-27 | $14,041 | $1,159 | $1,159 |
| ENBRIDGE INC | P | 2023-09-27 | $13,773 | -$1,629 | -$1,629 |
| COSTCO WHSL CORP NEW | P | 2023-09-27 | $11,685 | $2,517 | $2,517 |
| BOEING CO | P | 2023-09-27 | $8,843 | $1,230 | $1,230 |
| STRYKER CORP | P | 2023-09-27 | $18,608 | $2,176 | $2,176 |
| HONEYWELL INTL INC | P | 2023-09-27 | $9,348 | $5,848 | $5,848 |
| PELOTON INTERACTIVE INC-A | P | 2023-09-27 | $4,582 | -$5,598 | -$5,598 |
| RAYTHEON TECH CORP. | P | 2023-09-27 | $11,613 | -$422 | -$422 |
| OLIN CORP | P | 2023-09-27 | $7,228 | -$2,153 | -$2,153 |
| OLIN CORP | P | 2023-09-28 | $2,988 | -$905 | -$905 |
| VERALTO CORP | P | 2023-10-16 | $48 | -$12 | -$12 |
| BAXTER INTERNATIONAL INC | P | 2023-10-17 | $6,039 | -$2,580 | -$2,580 |
| HESS CORP | P | 2023-10-26 | $20,697 | $1,521 | $1,521 |
| MERCK & CO INC | P | 2023-11-14 | $19,125 | $2,018 | $2,018 |
| BNY MELLON M/C MULTI-STRATEGY FUND | P | 2023-12-12 | $463,038 | $104,982 | $104,982 |
| BNY MELLON S/T US GOV SECS-M | P | 2023-12-12 | $68,547 | -$1,453 | -$1,453 |
| BNYM SEL MGR S/C VAL-Y | P | 2023-12-12 | $209,720 | $19,374 | $19,374 |
| BNYM SEELCT MGR S/C GRW-Y | P | 2023-12-12 | $195,310 | -$17,647 | -$17,647 |
| BNYM INST S&P 500 STCK-I | P | 2023-12-12 | $108,111 | $12,288 | $12,288 |
| DFA EMERG MKTS CORE EQUITY | P | 2023-12-12 | $143,425 | -$2,750 | -$2,750 |
| ISHARES MSCI EAFE SMALL-CAP ETF | P | 2023-12-13 | $106,743 | -$28,296 | -$28,296 |
| E Q T CORP | P | 2023-12-18 | $19,250 | -$2,259 | -$2,259 |
| KLA TENCOR CORP. | P | 2023-12-18 | $18,550 | $13,182 | $13,182 |
| FACEBOOK, INC. | P | 2023-12-18 | $10,620 | $5,922 | $5,922 |
| ESTEE LAUDER COMPANIES CLASS A | P | 2023-12-18 | $12,479 | -$10,758 | -$10,758 |
| ORACLE CORP | P | 2023-12-18 | $15,115 | $3,765 | $3,765 |
| MASTERCARD INCORPORATED | P | 2023-12-18 | $19,311 | $4,012 | $4,012 |
| EXELON CORP | P | 2023-12-20 | $12,365 | $1,977 | $1,977 |
| FACEBOOK, INC. | P | 2023-07-05 | $25,871 | $10,855 | $10,855 |
| PROCTER & GAMBLE CO | P | 2023-07-05 | $20,219 | $43 | $43 |
| MASTERCARD INCORPORATED | P | 2023-07-05 | $27,786 | $3,325 | $3,325 |
| TEXAS INSTRUMENTS | P | 2023-07-05 | $24,578 | $1,303 | $1,303 |
| QUALCOMM INC | P | 2023-07-05 | $15,349 | -$51 | -$51 |
| BROADCOMM INC | P | 2023-07-05 | $14,758 | $5,270 | $5,270 |
| MICRON TECNOLOGY INC | P | 2023-07-05 | $36,782 | $12,123 | $12,123 |
| KLA TENCOR CORP. | P | 2023-07-05 | $5,319 | $3,474 | $3,474 |
| CAPITAL GAINS DIVIDENDS | P | $21,299 | $21,299 | $21,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $267,869 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,317 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,317 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,807 | 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 | $4,807 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $490 | OverpaymentAmt |
| Applied To ES Tax | $490 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | FAUSTINE E RENY TRUSTEE | IndividualWithBooksNm |
| Phone | 2075633177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 ROUTE 1 | AddressLine1Txt |
| City | NEWCASTLE | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04553 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN E RENY | ||||||||
| 40 RENY ROAD | ROUND POND | ME | 04564 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROBERT D RENY | ||||||||
| 21 SPRUCE POINT ROAD | BREMEN | ME | 04551 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| FAUSTINE E RENY | ||||||||
| 81 QUAIL RUN ROAD | BRISTOL | ME | 04539 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ADAM RENY | ||||||||
| PO BOX 156 | ROUND POND | ME | 04564 | TRUSTEE | 2.00 | $0 | $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 | $3,563,288 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $534,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,098,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,098,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,036,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,317 | TotalTaxAmt |
| Distributable Before Adj | $197,519 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,519 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $359,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $359,727 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $169,680 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $106,523 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,178 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $153,814 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $169,706 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $708,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $359,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $197,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $162,208 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $871,109 | 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 | $169,680 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $701,429 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $106,523 | ExcessFromYear4Amt |
| Excess From Year3 | $109,178 | ExcessFromYear3Amt |
| Excess From Year2 | $153,814 | ExcessFromYear2Amt |
| Excess From Year1 | $169,706 | ExcessFromYear1Amt |
| Excess From Current Year | $162,208 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL WELFARE SOCIETY | |||||||
| 46 OLD HOLLAND RD | WEST KENNEBUNK | ME | 04094 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| ART VAN | |||||||
| 37 MILL STREET | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| BANGOR AREA YMCA | |||||||
| 17 2ND STREET | BANGOR | ME | 04401 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| BATH AREA BACKPACK PROGRAM | |||||||
| PO BOX 1155 | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BATH AREA FAMILY YMCA | |||||||
| 303 CENTRE STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BELFAST AREA HIGH SCHOOL | |||||||
| 98 WALDO AVE | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| BELFAST FIRE & AMBULANCE | |||||||
| BELMONT AVE | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BELFAST FREE LIBRARY | |||||||
| 106 HIGH STREET | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BIGELOW LABS | |||||||
| 60 BIGELOW DR | EAST BOOTHBAY | ME | 04544 | N/A | PUBLIC CHARITY | KELLER BLOOM PROGRAM | $5,000 |
| BONNEY EAGLE HIGH SCHOOL | |||||||
| 700 SACO ROAD | STANDISH | ME | 04084 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BOOTHBAY RAILWAY VILLAGE | |||||||
| 586 WISCASSET ROAD | BOOTHBAY | ME | 04537 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BOY SCOUTS OF AMERICA KATAHDIN REGION | |||||||
| 90 KELLEY ROAD | ORONO | ME | 04473 | N/A | PUBLIC CHARITY | UNRESTRICTED | $300 |
| BREMEN FIRE DEPARTMENT | |||||||
| PO BOX 171 | BREMEN | ME | 04551 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BRIDGTON COMMUNITY CENTER | |||||||
| 15 DEPOT ST | BRIDGTON | ME | 04009 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BRIDGTON FIRE DEPARTMENT | |||||||
| 3 CHASE STREET SUITE 1 | BRIDGTON | ME | 04009 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BRIDGTON HISTORICAL SOCIETY | |||||||
| 5 GIBBS AVE | BRIDGTON | ME | 04009 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BRIDGTON PUBLIC LIBRARY | |||||||
| 1 CHURCH STREET | BRIDGTON | ME | 04009 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BRISTOL FIRE DEPARTMENT | |||||||
| 1413 STATE ROUTE 32 | ROUND POND | ME | 04564 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CAMDEN HILLS REGIONAL HIGH SCHOOL | |||||||
| 25 KEELSON DRIVE | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| CAMDEN PUBLIC LIBRARY | |||||||
| 55 MAIN ST | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CAMP CAPELLA | |||||||
| 8 PEARL POINT ROAD | DEDHAM | ME | 04429 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| CAMP SUSAN CURTIS | |||||||
| 236 ALLEN RD | STONEHAM | ME | 04231 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| CARING FOR KIDS | |||||||
| PO BOX 412 | NEW HARBOR | ME | 04554 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| CASCO BAY HIGH SCHOOL | |||||||
| 196 ALLEN AVE | PORTLAND | ME | 04103 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| CENTER FOR ENTREPRENURIAL STUDIES | |||||||
| 156 MAIN STREET | FARMINGTON | ME | 04938 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CHILDREN'S MUSEUM & THEATRE OF MAINE | |||||||
| 250 THOMPSONS POINT ROAD | PORTLAND | ME | 04102 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CLC AMBULANCE | |||||||
| PIPER MILL ROAD | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CLC YMCA | |||||||
| 525 MAIN STREET | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | LOREN ST CYR SCHOLARSHIP (FINAL EVENT) | $1,000 |
| COASTAL KIDS | |||||||
| 18 BELEVEDERE RD | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $12,000 |
| COASTAL MOUNTAINS LAND TRUST | |||||||
| 101 MT BATTIE ST | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| COMFORT CASES | |||||||
| 15825 SHADY GROVE RD SUITE 60 | ROCKVILLE | MD | 20850 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| COMMUNITY HOUSING IMPROVEMENT PROJECT | |||||||
| PO BOX 6 | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| CROMWELL CENTER | |||||||
| 97A EXCHANGE STREET 205 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| DAMARISCOTTA FIRE DEPARTMENT | |||||||
| 27 MASSASOIT DRIVE | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DAMARISCOTTA HISTORICAL SOCIETY | |||||||
| PO BOX 1154 | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| DEERING HIGH SCHOOL | |||||||
| 370 STEVENS AVE | PORTLAND | ME | 04103 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| DEXTER FIRE DEPARTMENT | |||||||
| 23 MAIN STREET | DEXTER | ME | 04930 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DEXTER HISTORICAL SOCIETY | |||||||
| 3 WATER STREET | DEXTER | ME | 04930 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| DEXTER REGIONAL HIGH SCHOOL | |||||||
| 12 ABBOTT HILL ROAD | DEXTER | ME | 04930 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| DOWNEAST COMMUNITY PARTNERS | |||||||
| 248 BUCKSPORT ROAD | ELLSWORTH | ME | 04605 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| DYER LIBRARY SACO MUSEUM | |||||||
| 371 MAIN STREET | SACO | ME | 04072 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| ELLSWORTH HIGH SCHOOL | |||||||
| 299 STATE ST | ELLSWORTH | ME | 04605 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| FARMINGTON DOWNTOWN ASSOCIATION | |||||||
| PO BOX 22 | FARMINGTON | ME | 04938 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FARNSWORTH ART MUSEUM | |||||||
| 16 MUSEUM ST | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| FOXCROFT ACADEMY | |||||||
| 975 W MAIN STREET | DOVERFOXCROFT | ME | 04426 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FRANCES PERKINS MUSEUM | |||||||
| 170 MAIN STREET | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| FRIENDS OF HOG ISLAND | |||||||
| PO BOX 242 | BREMEN | ME | 04551 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| FRIENDS OF WISCASSET PUBLIC LIBRARY | |||||||
| 21 HIGH STREET | WISCASSET | ME | 04578 | N/A | PUBLIC CHARITY | UNRESTRICTED | $200 |
| GARDINER AREA HIGH SCHOOL | |||||||
| 40 W HILL ROAD | GARDINER | ME | 04345 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| GARDINER LIBRARY ASSOCIATION | |||||||
| 152 WATER STREET | GARDINER | ME | 04345 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| GARDINER MAIN STREET | |||||||
| 149 WATER STREET | GARDINER | ME | 04345 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GENESIS COMMUNITY LOAN FUND | |||||||
| 22 LINCOLN ST | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| GIFFT HILL ANNUAL APPEAL | |||||||
| 5000 ESTATE ENIGHED PMB 356 | ST JOHN | VI | 00830 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| GIFFT HILL SCHOLARSHIPS | |||||||
| 5000 ESTATE ENIGHED PMB 356 | ST JOHN | VI | 00830 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| GOOD SHEPARD FOOD BANK | |||||||
| PO BOX 1807 | AUBURN | ME | 042111807 | N/A | PUBLIC CHARITY | FEED MAINE TELETHON | $10,000 |
| GULF OF MAINE RESEARCH INSTITUTE | |||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| HEALTHY KIDS | |||||||
| 15 BELVEDERE RD | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| HEARTY ROOTS | |||||||
| 72PO BOX 302 | BRISTOL | ME | 04539 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| HISTORICAL SOCIETY OF WELLS OGUNQUIT | |||||||
| 938 POST RD | WELLS | ME | 04090 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| HONOR FLIGHT MAINE | |||||||
| PO BOX 699 | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | TELETHON | $10,000 |
| HOUSING RESOURCES FOR YOUTH | |||||||
| PO BOX 135 | TOPSHAM | ME | 04086 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| JOHNSON HALL | |||||||
| PO BOX 777 | GARDINER | ME | 04345 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| KIEVE-WAVUS EDUCATION | |||||||
| 42 KIEVE RD | NOBLEBORO | ME | 04555 | N/A | PUBLIC CHARITY | LEADERSHIP SCHOOL | $1,000 |
| KNOX COUNTY HOMELESS COALITION | |||||||
| PO BOX 1696 | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| LCTV | |||||||
| 29 SHEEPSCOT ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | LINACA MUSIC FESTIVAL (LINCOLN ACADEMY) AND CONCERTS | $2,500 |
| LINCOLN ACADEMY | |||||||
| 81 ACADEMY HILL ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| LINCOLN ACADEMY | |||||||
| 81 ACADEMY HILL ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 |
| LINCOLN COUNTY HISTORICAL ASSOCIATION | |||||||
| 133 FEDERAL STREET | WISCASSET | ME | 04578 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| LISBON HIGH SCHOOL | |||||||
| 2 SUGG DRIVE | LISBON | ME | 04252 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| LOON ECHO LAND TRUST | |||||||
| 8 DEPOT ST 4 | BRIDGTON | ME | 04009 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MADISON AREA MEMORIAL HIGH SCHOOL | |||||||
| 486 MAIN STREET | MADISON | ME | 04950 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| MADISON FIRE DEPARTMENT | |||||||
| PO BOX 190 | MADISON | ME | 04950 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MAIN STREET BATH | |||||||
| 15 COMMERCIAL STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| MAINE ACADEMY OF NATURAL SCIENCES | |||||||
| PO BOX 158 | HINCKLEY | ME | 04944 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MAINE AQUACULTURE INNOVATION CENTER | |||||||
| 193 CLARKS COVE ROAD | WALPOLE | ME | 04573 | N/A | PUBLIC CHARITY | NEW DAMA OYSTER FESTIVAL | $500 |
| MAINE CHILDREN'S HOME | |||||||
| 93 SILVER STREET | WATERVILLE | ME | 04901 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MAINE COMMUNITY FOUNDATION | |||||||
| TWO MONUMENT SQUARE SUITE 403 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | FUND FOR LEWISTON VICTIMS AND SURVIVORS | $10,000 |
| MAINE COMMUNITY FOUNDATION | |||||||
| TWO MONUMENT SQUARE SUITE 403 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | ALL 16 COUNTIES | $16,000 |
| MAINE COUNTRY MUSIC HALL OF FAME & MUSEUM | |||||||
| PO BOX 193 | MECHANIC FALLS | ME | 04256 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| MAINE DEVELOPMENT FOUNDATION | |||||||
| 2 BEECH ST SUITE 203 | HALLOWELL | ME | 04347 | N/A | PUBLIC CHARITY | DOWNTOWN CENTER | $1,500 |
| MAINE DISCOVERY MUSEUM | |||||||
| 74 MAIN STREET | BANGOR | ME | 04401 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MAINE FARMLAND TRUST | |||||||
| 97 MAIN ST | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| MAINE MARITIME MUSEUM | |||||||
| 243 WASHINGTON STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| MAINE P-PODS | |||||||
| PO BOX 976 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | ROUND UP FOR PPOD CUTOUT CAMPAIGN | $3,727 |
| MANDY'S ANGELS DIABETIC SERVICE DOGS | |||||||
| 131 WAUKEWAN RD | CENTER HARBOR | NH | 03226 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| MCI | |||||||
| 295 MAIN STREET | PITTSFIELD | ME | 04967 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| MEDOMAK VALLEY HIGH SCHOOL | |||||||
| 320 MANKTOWN ROAD | WALDOBORO | ME | 04572 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MIDCOAST CONSERVANCY | |||||||
| WATER STREET | WISCASSET | ME | 04578 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| MIDCOAST HABITAT FOR HUMANITY | |||||||
| 799 WEST STREET | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MIDCOAST HUMANE | |||||||
| 5 INDUSTRIAL PARKWAY | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MIDCOAST HUNGER PREVENTION PROGRAM | |||||||
| 12 TENNEY WAY | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MOBIUS INC | |||||||
| 319 MAIN ST | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MORSE HIGH SCHOOL | |||||||
| 826 SHIPBUILDER DRIVE | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| MOUNT DESERT ISLAND HIGH SCHOOL | |||||||
| 1081 EAGLE LAKE RD | BAR HARBOR | ME | 04609 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MOUNT VIEW HIGH SCHOOL | |||||||
| 577 MT VIEW RD | THORNDIKE | ME | 04986 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MT ARARAT HIGH SCHOOL | |||||||
| 73 EAGLES WAY | TOPSHAM | ME | 04086 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| NEW HOPE MIDCOAST | |||||||
| 93 PARK STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| NEWCASTLE FIRE COMPANY | |||||||
| 86 RIVER ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| OLD BRISTOL HISTORICAL SOCIETY | |||||||
| 2089 BRISTOL RD | NEW HARBOR | ME | 04558 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| OLYMPIA SNOWE WOMEN'S LEADERSHIP INSTITUTE | |||||||
| ONE CANAL PLAZA | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| PAWS ANIMAL ADOPTION CENTER | |||||||
| 123 JOHN ST | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| PATTEN FREE LIBRARY | |||||||
| 33 SUMMER STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| PINE TREE LEGAL ASSISTANCE | |||||||
| PO BOX 547 | PORTLAND | ME | 04112 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| PINE TREE SOCIETY | |||||||
| 149 FRONT ST | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| PITTSFIELD FIRE DEPARTMENT | |||||||
| 16 PARK STREET | PITTSFIELD | ME | 04967 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| POPE MEMORIAL HUMANE SOCIETY | |||||||
| 25 BUTTERMILK LANE | THOMASTON | ME | 04861 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| PORTLAND HIGH SCHOOL | |||||||
| 284 CUMBERLAND AVE | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| SCHOODIC INSTITUTE | |||||||
| 9 ATTERBURY CIR | WINTER HARBOR | ME | 04693 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| SEXUAL ASSAULT RESPONSE SERVICES OF SOUTHERN MAINE | |||||||
| PO BOX 1371 | PORTLAND | ME | 04104 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SKIDOMPHA LIBRARY | |||||||
| 184 MAIN ST | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| SPCA HANCOCK COUNTY | |||||||
| 141 BAR HARBOR RD | TRENTON | ME | 04605 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| ST PATRICKS CHURCH LAY TRUST | |||||||
| PO BOX 940 | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| STEPPING STONE HOUSING | |||||||
| PO BOX 21 | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SUMNER MEMORIAL HIGH SCHOOL | |||||||
| 2456 US-1 | SULLIVAN | ME | 04664 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SWEETSER | |||||||
| 50 MOODY STREET | SACO | ME | 04072 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| TEDFORD HOUSING | |||||||
| 14 MIDDLE STREET | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| THE PEACE GALLERY | |||||||
| 112 MAIN STREET | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| THORNTON ACADEMY | |||||||
| 438 MAIN ST | SACO | ME | 04072 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| TOPSHAM PUBLIC LIBRARY | |||||||
| 25 FORESIDE RD | TOPSHAM | ME | 04086 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| VEGGIES TO TABLE | |||||||
| 4 MILLS RD 47 | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| WALDO COUNTY HUMANE SOCIETY | |||||||
| 46 BAKER ROAD | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| WALDO COUNTY YMCA | |||||||
| 157 LINCOLNVILLE AVE | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| WALDOBORO FIRE DEPARTMENT | |||||||
| 1600 ATLANTIC HWY | WALDOBORO | ME | 04572 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| WALDOBORO FOOD PANTRY | |||||||
| 124 FRIENDSHIP RD | WALDOBORO | ME | 04572 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| WASHBURN-NORLANDS LIVING HISTORY CENTER | |||||||
| 290 NORLANDS RD | LIVERMORE | ME | 04253 | N/A | PUBLIC CHARITY | UNRESTRICTED | $6,000 |
| WELLS HIGH SCHOOL | |||||||
| 1460 POST RD | WELLS | ME | 04090 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| WHISKA HOUSE | |||||||
| 126 WESTERN AVE SUITE 170 | AUGUSTA | ME | 04330 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| WINDHAM HIGH SCHOOL | |||||||
| 406 GRAY RD | WINDHAM | ME | 04062 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| WOMEN FOR HEALTHY RURAL LIVING | |||||||
| 87 MAIN ST | MILBRIDGE | ME | 04658 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| ZACH NOBLE SCHOLARSHIP | |||||||
| 115 FIRST STREET | PITTSFIELD | ME | 04967 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $359,727 | 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 | $13,951 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,256 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $267,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $343,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $343,282 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MELLON | StockNm |
| EOY Book Value | $2,915,543 | EOYBookValueAmt |
| EOYFMV | $3,563,828 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $2,035 | $2,035 | $0 |
| MISCELLANEOUS | $466 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $206 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $206 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $206 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $30,637 | Amt |
| Net Investment Income | $30,637 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RH RENY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 ROUTE 1 | AddressLine1Txt |
| City | NEWCASTLE | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04553 | ZIPCd |
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