RENY CHARITABLE FNDTN TR UA 010193 GR ROBERT H & CAROLYN D RENY: Form 990PF, tax year 2018
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
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201911359349101691
- Schema version
- 2018v3.1
- 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
- Schedule B
- 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 | 2019-05-15T13:56:41-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM H BREWER | PreparerPersonNm |
| PTIN | P01224575 | PTIN |
| Phone | 2074439759 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.162.154.201 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 10:46:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7DA60EF60EACC20194355210997CACFD3DB7D46A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7DA60EF60EACC20194355210997CACFD3DB7D46A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,404,796 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,345 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,345 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $233,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $832,072 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $233,755 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,550 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $550 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $502,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $301,978 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,311 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,311 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,174 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $356,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $356,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $356,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $272,667 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $704,642 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $737,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $737,960 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,342,980 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,420,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,666,836 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,047,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,158,215 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,404,796 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,178,608 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,178,608 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,130,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,020,393 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,047,622 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,158,215 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,047,622 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,158,215 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,047,622 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,158,215 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,158,215 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| 80 SHS AT&T INC | P | 2017-10-26 | $2,614 | -$93 | -$93 | |
| 100 SHS ABBVIE INC | P | 2017-10-18 | $9,889 | $312 | $312 | 2018-05-31 |
| 24 SHS ALEXION PHARMACEUTICALS INC | P | 2017-12-08 | $2,951 | $195 | $195 | 2018-08-06 |
| 8 SHS ALIGN TECHNOLOGY INC | P | $2,152 | $757 | $757 | 2018-01-18 | |
| 5 SHS ALPHABET INC/CA | P | 2018-07-17 | $5,568 | -$490 | -$490 | |
| 13 SHS ANDEAVOR | P | 2017-01-30 | $1,518 | $438 | $438 | 2018-01-03 |
| 176 SHS APPLE COMPUTER INC COM | P | $32,230 | -$3,349 | -$3,349 | ||
| 16 SHS BROADCOM INC | P | 2018-03-15 | $3,309 | -$966 | -$966 | 2018-07-12 |
| 190 SHS COLGATE PALMOLIVE CO COM | P | 2018-01-16 | $12,466 | -$1,891 | -$1,891 | |
| 280 SHS COMCAST CORP NEW CL A | P | $10,466 | -$670 | -$670 | ||
| 17 SHS CONSTELLATION BRANDS INC | P | $3,218 | -$549 | -$549 | 2018-12-06 | |
| 70 SHS CORNING INC COM | P | 2017-12-14 | $2,515 | $262 | $262 | 2018-09-21 |
| 21 SHS COSTCO WHSL CORP NEW | P | $4,304 | $344 | $344 | ||
| 30 SHS ELECTRONIC ARTS | P | 2018-09-19 | $2,738 | -$627 | -$627 | 2018-10-31 |
| 81 SHS EXACT SCIENCES CORP | P | $6,959 | $1,633 | $1,633 | ||
| 60 SHS EXELON CORP | P | $2,748 | $13 | $13 | 2018-12-19 | |
| 120 SHS EXXON MOBIL CORP | P | $9,807 | -$143 | -$143 | ||
| 40 SHS GILEAD SCIENCES INC | P | 2018-06-21 | $2,946 | $88 | $88 | 2018-10-19 |
| 110 SHS HALLIBURTON COMPANY COM | P | $5,308 | $530 | $530 | ||
| 80 SHS HILL ROM HLDGS | P | $6,938 | $728 | $728 | ||
| 12 SHS HOME DEPOT INC USD 0.05 | P | $2,303 | $90 | $90 | ||
| 14 SHS ILLUMINA INC | P | 2018-07-31 | $4,218 | -$250 | -$250 | 2018-11-20 |
| 40 SHS INTERCONTINENTALEXCHANGE GRO | P | 2018-02-16 | $3,260 | $384 | $384 | 2018-11-30 |
| 10 SHS JOHNSON & JOHNSON COM | P | 2017-08-11 | $1,275 | -$67 | -$67 | 2018-03-29 |
| 180 SHS KIMCO RLTY CORP | P | 2017-06-16 | $3,227 | -$65 | -$65 | 2018-01-03 |
| 34 SHS LAM RESH CORP COM | P | $6,292 | -$346 | -$346 | ||
| 220 SHS MICRON TECHNOLOGY | P | $10,631 | -$1,357 | -$1,357 | ||
| 50 SS MONDELEZ INTERNATIONAL INC | P | 2017-12-19 | $2,056 | -$123 | -$123 | 2018-06-29 |
| 30 SHS MONSTER BEVERAGE CORP | P | $1,733 | $13 | $13 | 2018-12-06 | |
| 21 SHS NETFLIX COM INC | P | $6,212 | -$1,511 | -$1,511 | 2018-10-29 | |
| 19 SHS NEXTERA ENERGY INC | P | $3,341 | -$35 | -$35 | 2018-12-19 | |
| 123 SHS SEMPRA ENERGY | P | 2018-01-03 | $14,070 | $853 | $853 | |
| 260 SHS STARBUCKS CORP COM | P | $13,335 | -$1,930 | -$1,930 | ||
| 80 SHS STRYKER CORP | P | $13,132 | $72 | $72 | ||
| 50 SHS TAIWAN SEMICONDUCTOR ADR | P | 2017-11-20 | $1,966 | -$144 | -$144 | 2018-04-19 |
| 110 SHS VERIZON COMMUNICATIONS INC | P | $6,337 | -$82 | -$82 | 2018-12-06 | |
| 12 SHS ALLERGAN PLC | P | 2018-03-15 | $1,900 | -$87 | -$87 | 2018-10-30 |
| 120 SHS ATLASSIAN CORP PLC-CLASS A | P | $9,572 | $2,549 | $2,549 | ||
| 180 SHS INVESCO LTD | P | $3,776 | -$1,699 | -$1,699 | ||
| 510 SHS MARVELL TECHNOLOGY GROUP LTD 0.002 | P | $9,112 | -$2,419 | -$2,419 | ||
| 280 SHS AT&T INC | P | $8,856 | -$157 | -$157 | ||
| 190 SHS ABBOTT LABORATORIES | P | $12,203 | $4,640 | $4,640 | ||
| 113 SHS ADOBE SYS INC COM | P | $28,144 | $22,270 | $22,270 | ||
| 220 SHS AGILENT TECHNOLOGIES INC | P | $13,809 | $3,836 | $3,836 | ||
| 40 SHS ALEXION PHARMACEUTICALS INC | P | $4,940 | -$231 | -$231 | ||
| 23 SHS ALIGN TECHNOLOGY INC | P | 2017-06-19 | $7,663 | $4,197 | $4,197 | |
| 740 SHS ALLY FINANCIAL INC | P | $19,550 | $4,159 | $4,159 | ||
| 9 SHS ALPHABET INC/CA | P | $9,724 | $3,497 | $3,497 | ||
| 6 SHS AMAZON COM INC | P | 2011-05-02 | $10,476 | $9,269 | $9,269 | |
| 115 SHS ANDEAVOR | P | $17,511 | $8,146 | $8,146 | 2018-09-27 | |
| 25 SHS BROADCOM INC | P | 2013-09-20 | $5,171 | $4,119 | $4,119 | 2018-07-12 |
| 81 SHS CELGENE CORP | P | $8,233 | -$467 | -$467 | 2018-01-18 | |
| 30 SHS COMCAST CORP NEW CL A | P | 2017-04-20 | $1,110 | -$30 | -$30 | 2018-12-12 |
| 30 SHS CONSTELLATION BRANDS INC | P | $6,655 | $2,609 | $2,609 | 2018-05-04 | |
| 10 SHS CORNING INC COM | P | 2017-07-25 | $359 | $38 | $38 | 2018-09-21 |
| 7 SHS COSTCO WHSL CORP NEW | P | $1,388 | $254 | $254 | ||
| 153 SHS ELECTRONIC ARTS | P | $13,017 | $771 | $771 | ||
| 132 SHS EXXON MOBIL CORP | P | $10,563 | $2,935 | $2,935 | ||
| 117 SHS FACEBOOK INC | P | $20,366 | $15,295 | $15,295 | ||
| 14.7 SHS GARRETT MOTION INC-WI | P | 2013-03-22 | $247 | $132 | $132 | |
| 170 SHS HALLIBURTON COMPANY COM | P | $7,638 | $941 | $941 | 2018-06-21 | |
| 280 SHS HARTFORD SVCS GROUP INC COM | P | 2014-10-20 | $13,140 | $2,926 | $2,926 | |
| 32 SHS HOME DEPOT INIC USD 0.05 | P | 2013-03-22 | $5,863 | $3,658 | $3,658 | 2018-02-14 |
| 18 SHS ILLINOIS TOOL WORKS INC COM | P | 2014-08-15 | $2,522 | $959 | $959 | 2018-10-08 |
| 44 SHS INCYTE GENOMICS INC | P | 2016-10-06 | $3,931 | -$217 | -$217 | 2018-03-15 |
| 24 SHS LAM RESH CORP COM | P | 2017-07-27 | $4,125 | $117 | $117 | 2018-08-15 |
| 80 SHS ELI LILLY & CO COM | P | $6,390 | $52 | $52 | 2018-04-18 | |
| 150 SHS MICRON TECHNOLOGY | P | 2016-11-11 | $6,644 | $4,006 | $4,006 | |
| 30 SHS MONDELEZ INTERNATIONAL INC | P | 2017-05-12 | $1,234 | -$114 | -$114 | 2018-06-29 |
| 30 SHS MONSTER BEVERAGE CORP | P | 2014-01-13 | $1,733 | $1,036 | $1,036 | 2018-12-06 |
| 80 SHS NUCOR CORP | P | 2013-04-24 | $5,104 | $1,619 | $1,619 | 2018-08-09 |
| 179 SHS NVIDIA CORP | P | $35,339 | $23,573 | $23,573 | ||
| 124 SHS PEPSICO INC | P | $14,618 | $7,958 | $7,958 | 2018-01-16 | |
| 120 SHS PROCTER & GAMBLE CO COM | P | $9,648 | $364 | $364 | ||
| 24.5 SHS RESIDEO TECHNOLOGIES INC-W/I | P | 2013-03-22 | $519 | $193 | $193 | |
| 97 SHS SALESFORCE COM INC | P | $14,032 | $7,139 | $7,139 | ||
| 105 SHS SCHLUMBERGER LIMITED COM | P | $7,073 | -$1,368 | -$1,368 | 2018-04-11 | |
| 130 SHS SCHWAB CHARLES CORP NEW | P | $7,286 | $3,112 | $3,112 | 2018-03-21 | |
| 178 SHS SPLUNK INC | P | $19,197 | $8,027 | $8,027 | ||
| 60 SHS STARBUCKS CORP COM | P | 2017-05-25 | $2,926 | -$847 | -$847 | 2018-11-06 |
| 130 SHS T-MOBILE US INC | P | 2017-06-08 | $8,327 | -$216 | -$216 | |
| 310 SHS TAIWAN SEMICONDUCTOR ADR | P | $12,082 | $4,310 | $4,310 | ||
| 150 SHS TARGA RESOURCES INVESTMENTS | P | $6,635 | -$1,671 | -$1,671 | 2018-03-29 | |
| 64 SHS 3M CO | P | 2015-09-03 | $12,785 | $3,663 | $3,663 | |
| 370 SHS TWENTY FIRST CENTURY FOX INC | P | $14,011 | $2,626 | $2,626 | ||
| 28 SHS UNITED HEALTH GROUP INC | P | $7,280 | $3,347 | $3,347 | ||
| 51 SHS VALERO ENERGY CORP NEW | P | $5,224 | $3,246 | $3,246 | ||
| 7838.91 SHS VAN ECK CM COMMODITY INDX-1 | P | $38,019 | -$11,661 | -$11,661 | 2018-09-19 | |
| 15 SHS ALLERGAN PLC | P | $2,375 | -$563 | -$563 | 2018-10-30 | |
| 520 SHS INVESCO LTD | P | $10,467 | -$4,250 | -$4,250 | ||
| 33 SHS BROADCOM LTD. | P | 2013-09-20 | $8,181 | $6,793 | $6,793 | |
| CAPITAL GAINS DIVIDENDS | P | $89,347 | $89,347 | $89,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $233,755 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $240,374 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,521,417 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068261 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $259,722 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,237,840 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080215 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $243,568 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,532,674 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068947 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $217,603 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,658,375 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059481 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $209,731 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,419,494 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061334 | DistributionYr5Rt |
| Total Distribution | 0.338238 | TotalDistributionRt |
| Average Distribution | 0.067648 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,788,934 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $256,314 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,727 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $259,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $356,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,727 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,727 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,727 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $731 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | JOHN 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 (2 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 |
| 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 | $3,327,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $519,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,846,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,846,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,700 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,788,934 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,727 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,727 | TotalTaxAmt |
| Distributable Before Adj | $186,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,720 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $356,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $356,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,727 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $353,673 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,192 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,371 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,498 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,338 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,223 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $324,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $356,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $169,680 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $494,302 | 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 | $47,192 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $447,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,371 | ExcessFromYear4Amt |
| Excess From Year3 | $69,498 | ExcessFromYear3Amt |
| Excess From Year2 | $99,338 | ExcessFromYear2Amt |
| Excess From Year1 | $68,223 | ExcessFromYear1Amt |
| Excess From Current Year | $169,680 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARBARA BUSH CHILDREN'S HOSPITAL | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| BATH AREA BACKPACK PROGRAM | |||||||
| PO BOX 1155 | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $250 |
| BELFAST AREA HIGH SCHOOL | |||||||
| 98 WALDO AVE | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| BELFAST FIRE DEPARTMENT | |||||||
| BELMONT AVE | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BELFAST FREE LIBRARY | |||||||
| 106 HIGH STREET | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BIG BROTHERS BIG SISTERS OF MIDCOAST MAINE | |||||||
| 48 WASHINGTON ST SUITE 16 | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BIGELOW LABS | |||||||
| 60 BIGELOW DR | EAST BOOTHBAY | ME | 04544 | N/A | PUBLIC CHARITY | KELLER BLOOM PROGRAM | $5,000 |
| BREMEN VOLUNTEER FIRE DEPT | |||||||
| PO BOX 171 | BREMEN | ME | 04551 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BRIDGTON FIRE DEPARTMENT | |||||||
| 3 CHASE STREET SUITE 1 | BRIDGTON | ME | 04009 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BRIDGTON PUBLIC LIBRARY | |||||||
| 1 CHURCH STREET | BRIDGTON | ME | 04009 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| CAMDEN HILLS REGIONAL HIGH SCHOOL | |||||||
| 25 KEELSON DRIVE | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CAMDEN PUBLIC LIBRARY | |||||||
| 55 MAIN STREET | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CAMP SUNSHINE | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CARPENTERS BOAT SHOP | |||||||
| 440 OLD COUNTY ROAD | PEMAQUID | ME | 04558 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CASCO BAY HIGH SCHOOL | |||||||
| 196 ALLEN AVE | PORTLAND | ME | 04103 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| CENTRAL LINCOLN COUNTY AMBULANCE SERVICE | |||||||
| PO BOX 373 | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| CENTRAL LINCOLN COUNTY YMCA | |||||||
| 525 MAIN STREET | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | OOREN ST. CYR ENDOWMENT FUND | $1,000 |
| CHIP INC | |||||||
| PO BOX 6 | NEW HARBOR | ME | 04554 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| COASTAL KIDS PRESCHOOL | |||||||
| 18 BELEVEDERE RD | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| COASTAL MOUNTAINS LAND TRUST | |||||||
| 101 MT BATTIE STREET | 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 |
| DAMARISCOTTA RIVER ASSOCIATION | |||||||
| 110 BELVEDERE ROAD | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 |
| DEERING HIGH SCHOOL | |||||||
| 370 STEVENS AVE | PORTLAND | ME | 04103 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| DEXTER AREA HIGH SCHOOL | |||||||
| 12 ABBOTT HILL ROAD | DEXTER | ME | 04930 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| DEXTER FIRE DEPARTMENT | |||||||
| 23 MAIN STREET | DEXTER | ME | 04930 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| DEXTER HIGH SCHOOL | |||||||
| 12 ABBOTT HILL | DEXTER | ME | 04930 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DYER LIBRARY AND MUSEUM | |||||||
| 371 MAIN STREET | SACO | ME | 04072 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| EDGECOMB FIRE DEPARTMENT | |||||||
| 473 BOOTHBAY ROAD | EDGECOMB | ME | 04556 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| ELDERCARE NETWORK OF LINCOLN COUNTY | |||||||
| 6 HODJDON STREET | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| ELLSWORTH HIGH SCHOOL | |||||||
| 24 LEJOK ST | ELLSWORTH | ME | 04605 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| FARMINGTON DOWNTOWN ASSOCIATION | |||||||
| PO BOX 22 | FARMINGTON | ME | 04938 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FOXCROFT ACADEMY | |||||||
| 975 W MAIN STREET | DOVERFOXCROFT | ME | 04426 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GARDINER HIGH SCHOOL | |||||||
| 40 W HILL ROAD | GARDINER | ME | 04345 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| GARDINER LIBRARY ASSOCIATION | |||||||
| 152 WATER STREET | GARDINER | ME | 04345 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| GENESIS FOUNDATION | |||||||
| 32 LINCOLN ST | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| GOOD SHEPARD FOOD BANK | |||||||
| PO BOX 1807 | AUBURN | ME | 042111807 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GULF OF MAINE RESEARCH INSTITUTE | |||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | LAB VENTURE PROGRAM | $5,000 |
| HEALTHY KIDS | |||||||
| 127 ELM STREET | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| INSTITUTE FOR LOCAL SELF RELIANCE | |||||||
| 142 HIGH STREET SUITE 616 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| KIEVE-WAVUS EDUCATION CIN | |||||||
| 42 KIEVE ROAD | NOBLEBORO | ME | 04555 | N/A | PUBLIC CHARITY | LEADERSHIP SCHOOL | $1,000 |
| LAKE REGION HIGH SCHOOL | |||||||
| 1877 ROOSEVELT TRAIL | NAPLES | ME | 04055 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| LIFEFLIGHT FOUNDATION | |||||||
| 13 MAIN ST | CAMDEN | ME | 04843 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| LINCOLN ACADEMY | |||||||
| 81 ACADEMY HILL ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | CAMPUS STEWARDSHIP INITIATIVE | $50,000 |
| LINCOLN ACADEMY | |||||||
| 81 ACADEMY HILL ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $6,000 |
| LINCOLN COUNTY HISTORICAL ASSOCIATION | |||||||
| PO BOX 61 | WISCASSET | ME | 04578 | N/A | PUBLIC CHARITY | UNRESTRICTED | $300 |
| LINCOLNHEALTH | |||||||
| 35 MILES TREET | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | CORNERSTONE CAMPAIGN | $5,000 |
| 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 | $2,000 |
| MADISON FIRE DEPARTMENT | |||||||
| PO BOX 190 | MADISON | ME | 04950 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MAIN STREET BATH | |||||||
| 15 COMMERCIAL STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MAINE AUDUBON SOCIETY | |||||||
| 20 GILSLAND FARM RD | FALMOUTH | ME | 04105 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MAINE COMMUNITY FOUNDATION | |||||||
| 50 MONUMENT WAY 6TH FLOOR | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $16,000 |
| MAINE DEVELOPMENT FOUNDATION | |||||||
| 295 WATER STREET | AUGUSTA | ME | 04330 | N/A | PUBLIC CHARITY | BILL KING IMAGINE CAMPAIGN | $10,000 |
| MAINE DEVELOPMENT FOUNDATION | |||||||
| 2 BEECH STREET SUITE 203 | HALLOWELL | ME | 04347 | N/A | PUBLIC CHARITY | NEXT STEP MAINE | $1,000 |
| MAINE MARITIME MUSEUM | |||||||
| 243 WASHINGTON STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | BRINGING BANK THE MARY E | $10,000 |
| MAINE SCHOOL OF MASONRY | |||||||
| 637 RANGELEY ROAD | AVON | ME | 04966 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MAINE STATE MUSEUM | |||||||
| 230 STATE STREET | AUGUSTA | ME | 04330 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MAKE-A-WISH FOUNDATION OF MAINE | |||||||
| 477 CONGRESS ST | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MASSASOIT ENGINE COMPANY | |||||||
| 27 MASSASOIT DRIVE | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| 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 | $13,250 |
| MIDCOAST HUMANE SOCIETY | |||||||
| 30 RANGE ROAD | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MIDCOAST LITERACY | |||||||
| 34 WING FARM PARKWAY | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MOBIUS INC | |||||||
| 319 MAIN ST | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MORRIS FARM TRUST | |||||||
| 156 GARINDER RD | WISCASSET | ME | 04578 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MORSE HIGH SCHOOL | |||||||
| 826 HIGH STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MT ARARAT HIGH SCHOOL | |||||||
| 73 EAGLES WAY | TOPSHAM | ME | 04086 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| MT BLUE HIGH SCHOOL | |||||||
| 129 SEAMON ROAD | FARMINGTON | ME | 04938 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| MT VIEW HIGH SCHOOL | |||||||
| 577 MT VIEW ROAD | THORNDIKE | ME | 04986 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| NEW HOPE FOR WOMEN | |||||||
| 93 PARK STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| OLYMPIA SNOWE WOMEN'S LEADERSHIP INSTITUTE | |||||||
| ONE CANAL PLAZA | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| PATTEN FREE LIBRARY | |||||||
| 33 SUMMER STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| PINE TREE SOCIETY | |||||||
| 149 FRONT STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| PITTSFIELD FIRE DEPARTMENT | |||||||
| 16 PARK STREET | PITTSFIELD | ME | 04967 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| 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 |
| RESTORATIVE JUSTICE PROJECT OF THE MIDCOAST | |||||||
| 3 BEAVER STREET | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100 |
| SAMOSET FIRE COMPANY | |||||||
| 1268 BRISTOL ROAD | BRISTOL | ME | 04539 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| SANTA CLAUS FUND | |||||||
| PO BOX 278 | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SEEDS OF HOPE | |||||||
| 35 SOUTH ST | BIDDEFORD | ME | 04005 | N/A | PUBLIC CHARITY | UNRESTRICTED | $250 |
| SKIDOMPHA LIBRARY | |||||||
| 184 MAIN ST | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| ST PATRICKS CATHOLIC CHURCH | |||||||
| 380 ACADEMY HILL ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| STEPPING STONE HOUSING | |||||||
| PO BOX 21 | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $250 |
| TANISCOT FIRE ENGINE COMPANY | |||||||
| 86 RIVER ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| THORNTON ACADEMY | |||||||
| 438 MAIN STREET | SACO | ME | 04072 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| TWIN VILLAGE ALLIANCE | |||||||
| PO BOX 231 | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | DOWNTOWN IMPROVEMENT PROJECT | $26,300 |
| VOLUNTEERS OF AMERICA - NNE | |||||||
| 14 MAINE ST 100 | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | CAMP POSTCARD | $500 |
| WALDO COUNTY YMCA | |||||||
| 157 LINCOLNVILLE AVENUE | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| WALDO HUMANE SOCIETY | |||||||
| 46 BAKER ROAD | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| WELLS HIGH SCHOOL | |||||||
| 200 SANFORD RD | WELLS | ME | 04090 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| WINDHAM HIGH SCHOOL | |||||||
| 406 GRAY ROAD | WINDHAM | ME | 04062 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| WOODFORDS FAMILY SERVICES | |||||||
| 15 SAUNDERS WAY SUITE 900 | WESTBROOK | ME | 04092 | N/A | PUBLIC CHARITY | UNRESTRICTED | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $356,400 | 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 | $7,345 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,328 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,755 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF SCHOLARSHIP CONTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $301,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $302,978 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | SCHOLARSHIP AWARDS WERE RETURNED BECAUSE STUDENT NEVER WENT TO COLLEGE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RH RENY INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 US ROUTE 1 | AddressLine1Txt |
| City | NEWCASTLE | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,500 | 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 | $2,420,255 | EOYBookValueAmt |
| EOYFMV | $2,666,836 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $4,131 | $0 | $0 |
| MISCELLANEOUS | $43 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $525 | $525 | $525 |
| CLASS ACTION SETTLEMENTS | $25 | $25 | $25 |
| RETURN OF SCHOLARSHIP CONTRIBUTIONS | $1,000 | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $29,311 | Amt |
| Net Investment Income | $29,311 | 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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