RENY CHARITABLE FNDTN TR UA 010193 GR ROBERT H & CAROLYN D RENY: Form 990PF, tax year 2011
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
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201201359349101970
- Schema version
- 2011v1.2
- 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 Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:11:57-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010330007 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM H BREWER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 858 WASHINGTON STREET | AddressLine1 |
| City | BATH | City |
| State | ME | State |
| ZIP Code | 04530 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026095307 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RENY | NameControl |
| Phone | 2075633177 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 ROUTE 1 | AddressLine1 |
| City | NEWCASTLE | City |
| State | ME | State |
| ZIP Code | 04553 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN RENY | Name |
| Title | TRUSTEE | Title |
| Phone | 2075633177 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM H BREWER | Name |
| PTIN | P01224575 | PTIN |
| Phone | 2074439759 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3022467 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 13684 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13684 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 40361 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40361 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18763 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 572302 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 18763 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 72808 | TotalRevenueAndExpenses |
| Total Net Investment Income | 72808 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 12809 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12809 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4042 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3213 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 18551 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16022 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 204700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 204700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 223251 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16022 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 204700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -150443 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 56786 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 858729 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 742865 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 742865 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 5960 | AccountsReceivable |
| Accounts Receivable BOY | 2388 | AccountsReceivableBOY |
| Accounts Receivable EOY | 5960 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 5960 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 2294940 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2256789 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2273642 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3156057 | TotalAssetsBOY |
| Total Assets EOY | 3005614 | TotalAssetsEOY |
| Total Assets EOYFMV | 3022467 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4153608 | CapitalStockBOY |
| Capital Stock EOY | 4153608 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -997551 | RetainedEarningsBOY |
| Retained Earnings EOY | -1147994 | RetainedEarningsEOY |
| Total Net Assets BOY | 3156057 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3005614 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3156057 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3005614 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3156057 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -150443 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3005614 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3005614 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (102 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 10 RAYTHEON CO | P | 2010-09-02 | 2011-01-28 | 495 | 41 | 41 |
| 0.14 MOTOROLA INC. | P | 2010-08-12 | 2011-02-07 | 6 | 1 | 1 |
| 460 AMYLIN PHARMACEUTICALS INC | P | 2011-03-03 | 5243 | -3541 | -3541 | |
| 140 AMYLIN PHARMACEUTICALS INC | P | 2010-05-06 | 2011-03-04 | 1556 | -1018 | -1018 |
| 90 AMYLIN PHARMACEUTICALS INC | P | 2010-05-06 | 2011-03-07 | 997 | -658 | -658 |
| 20 MEDTRONIC INC | P | 2010-09-02 | 2011-03-22 | 753 | 105 | 105 |
| 10 HESS CORP | P | 2010-09-02 | 2011-03-23 | 806 | 262 | 262 |
| 303 PUBLIC SERVICE ENTERPRISE GROUP INC | P | 2011-04-05 | 9354 | -37 | -37 | |
| 107 PUBLIC SERVICE ENTERPRISE GROUP INC | P | 2010-05-20 | 2011-04-06 | 3326 | 27 | 27 |
| 36 MOTOROLA INC | P | 2010-08-12 | 2011-04-26 | 1566 | 395 | 395 |
| 34 MOTOROLA MOBILITY HOLDINGS-W | P | 2010-08-12 | 2011-04-26 | 793 | -133 | -133 |
| 63.85 MOTOROLA INC. | P | 2010-08-12 | 2011-04-27 | 2762 | 691 | 691 |
| 86.00 MOTOROLA MOBILITY HOLDINGS-W | P | 2010-08-12 | 2011-04-27 | 1986 | -333 | -333 |
| 37.14 MOTOROLA INC. | P | 2011-04-27 | 1606 | 426 | 426 | |
| 60 MICROSOFT CORP COM | P | 2010-09-02 | 2011-05-02 | 1532 | 98 | 98 |
| 6 GOOGLE INC | P | 2010-09-02 | 2011-05-02 | 3238 | 469 | 469 |
| 460 NEWELL RUBBERMAID INC | P | 2011-08-10 | 5351 | -3319 | -3319 | |
| 20 SCHWAB CHARLES CORP NEW | P | 2010-09-02 | 2011-08-12 | 240 | -35 | -35 |
| 250 BANK AMER CORP | P | 2010-09-13 | 2011-08-12 | 1836 | -1661 | -1661 |
| 20 MORGAN STANLEY DEAN WITTER & CO | P | 2010-09-02 | 2011-08-12 | 360 | -146 | -146 |
| 320 SCHWAB CHARLES CORP NEW | P | 2011-01-05 | 2011-08-12 | 3842 | -1896 | -1896 |
| 22 AUTODESK INC COM | P | 2011-07-21 | 2011-08-19 | 538 | -260 | -260 |
| 206.75 MELLON-NEWTON INTERNATIONAL EQUITY | P | 2010-09-02 | 2011-08-30 | 3411 | 89 | 89 |
| 326.8 DREYFUS SELECT MANAGERS S/C VL-I | P | 2010-12-23 | 2011-08-30 | 6000 | -961 | -961 |
| 367.65 DREYFUS SELECT MGRS S/C GROWTH FD-I | P | 2010-12-23 | 2011-08-30 | 6000 | -85 | -85 |
| 372.58 STRATEGIC GLOBAL STOCK-R | P | 2011-08-30 | 5000 | 98 | 98 | |
| 240.48 DREYFUS GROWTH & VALUE FDS INC | P | 2010-12-23 | 2011-08-30 | 6000 | -1294 | -1294 |
| 135 ISHARES GSCI COMMODITY-INDEXED | P | 2010-12-20 | 2011-08-30 | 4646 | 182 | 182 |
| 399.32 MELLON-NEWTON INTERNATIONAL EQUITY | P | 2010-12-23 | 2011-08-30 | 6589 | -411 | -411 |
| 308 AUTODESK INC COM | P | 2011-09-09 | 7846 | -3264 | -3264 | |
| 281 BMC SOFTWARE INC | P | 2011-10-11 | 10113 | -3949 | -3949 | |
| 49 BMC SOFTWARE INC | P | 2011-02-10 | 2011-10-12 | 1770 | -652 | -652 |
| 50 HOSPIRA INC | P | 2011-01-03 | 2755 | 745 | 745 | |
| 69 HOSPIRA INC | P | 2007-03-08 | 2011-01-04 | 3814 | 1048 | 1048 |
| 56 FRANKLIN RES INC COM | P | 2009-01-21 | 2011-01-05 | 6184 | 3322 | 3322 |
| 74 HOSPIRA INC | P | 2011-01-05 | 4047 | 1085 | 1085 | |
| 73 HOSPIRA INC | P | 2011-01-06 | 3993 | 1096 | 1096 | |
| 100 LIMITED INC | P | 2009-10-06 | 2011-01-06 | 2907 | 1101 | 1101 |
| 31 FRANKLIN RES INC COM | P | 2009-01-21 | 2011-01-06 | 3409 | 1824 | 1824 |
| 100 LIMITED INC | P | 2009-10-06 | 2011-01-06 | 2896 | 1090 | 1090 |
| 160 TARGET CORP | P | 2011-01-06 | 8774 | 2137 | 2137 | |
| 14 HOSPIRA INC | P | 2011-01-07 | 769 | 370 | 370 | |
| 120 TARGET CORP | P | 2009-06-25 | 2011-01-27 | 6589 | 1754 | 1754 |
| 140 RAYTHEON CO | P | 2011-01-28 | 6935 | -333 | -333 | |
| 100 TARGET CORP | P | 2009-06-25 | 2011-01-31 | 5449 | 1420 | 1420 |
| 60 AUTOLIV COM | P | 2009-08-04 | 2011-01-31 | 4634 | 2438 | 2438 |
| 620 CISCO SYS INC | P | 2011-02-10 | 11797 | 274 | 274 | |
| 440 MICROSOFT CORP COM | P | 2011-03-02 | 11492 | -935 | -935 | |
| 240 MEDTRONIC INC | P | 2011-03-22 | 9035 | -3123 | -3123 | |
| 90 HESS CORP | P | 2009-01-23 | 2011-03-23 | 7250 | 2286 | 2286 |
| 120 EXXON MOBIL CORP | P | 2006-02-17 | 2011-03-23 | 9892 | 2618 | 2618 |
| 20 HESS CORP | P | 2006-03-22 | 2011-03-23 | 1611 | 685 | 685 |
| 365 PUBLIC SERVICE ENTERPRISE GROUP INC | P | 2011-04-04 | 11260 | -994 | -994 | |
| 5 PUBLIC SERVICE ENTERPRISE GROUP INC | P | 2010-01-04 | 2011-04-05 | 154 | -13 | -13 |
| 6 GOOGLE INC | P | 2011-05-02 | 3238 | 495 | 495 | |
| 487 MICROSOFT CORP COM | P | 2011-05-02 | 12437 | 272 | 272 | |
| 310 HOME DEPOT INC USD 0.05 | P | 2011-05-05 | 11515 | 5580 | 5580 | |
| 230 PFIZER INC COM | P | 2011-05-09 | 4727 | -1334 | -1334 | |
| 94 CVS CORP | P | 2007-04-24 | 2011-05-09 | 3521 | 101 | 101 |
| 190 PFIZER INC COM | P | 2011-05-10 | 3932 | -959 | -959 | |
| 46 CVS CORP | P | 2011-05-10 | 1715 | 254 | 254 | |
| 140 PHILIP MORRIS INTERNATIONAL | P | 2007-03-02 | 2011-05-13 | 9581 | 3441 | 3441 |
| 60 LIMITED INC | P | 2009-10-06 | 2011-05-13 | 2510 | 1426 | 1426 |
| 110 LIMITED INC | P | 2009-10-06 | 2011-05-16 | 4576 | 2589 | 2589 |
| 160 HUMAN GENOME SCIENCES INC COM | P | 2011-07-20 | 3712 | -928 | -928 | |
| 350 HUMAN GENOME SCIENCES INC COM | P | 2011-07-22 | 7851 | -2077 | -2077 | |
| 410 MORGAN STANLEY DEAN WITTER & CO | P | 2011-08-12 | 7386 | -4379 | -4379 | |
| 740 BANK AMER CORP | P | 2011-08-12 | 5434 | -5872 | -5872 | |
| 360 SCHWAB CHARLES CORP NEW | P | 2011-08-12 | 4323 | -1124 | -1124 | |
| 140 OCCIDENTAL PETROLEUM CORPORATION | P | 2010-06-11 | 2011-08-17 | 12289 | 467 | 467 |
| 20 NEWS CORP | P | 2006-08-22 | 2011-08-22 | 314 | -78 | -78 |
| 70 CUMMINS ENGINE INC | P | 2009-05-01 | 2011-08-22 | 5670 | 3281 | 3281 |
| 172 NEWS CORP | P | 2006-05-10 | 2011-08-22 | 2703 | -584 | -584 |
| 119 TIME WARNER INC. | P | 2008-12-04 | 2011-08-22 | 3312 | 939 | 939 |
| 168 NEWS CORP | P | 2006-05-10 | 2011-08-23 | 2687 | -523 | -523 |
| 137 TIME WARNER INC. | P | 2011-08-23 | 3834 | 1112 | 1112 | |
| 490 ISHARES GSCI COMMODITY-INDEXED | P | 2009-04-09 | 2011-08-30 | 16865 | 4076 | 4076 |
| 1135.40 BNY MELLON EMERGING MKTS FD CL M SHS | P | 2011-08-30 | 15000 | -19896 | -19896 | |
| 110 ISHARES GSCI COMMODITY-INDEXED | P | 2009-11-12 | 2011-08-30 | 3786 | 312 | 312 |
| 2343.75 BNY MELLON INTL FD CL M SHSS | P | 2011-08-30 | 25000 | -12129 | -12129 | |
| 26 GOOGLE INC | P | 2009-06-05 | 2011-10-11 | 14124 | 2618 | 2618 |
| 3 INTERNATIONAL BUSINESS MACHINES CORP | P | 2010-09-02 | 2011-10-18 | 535 | 159 | 159 |
| 140 CAPITAL ONE FINL CORP COM | P | 2010-01-19 | 2011-10-18 | 5754 | -207 | -207 |
| 49 INTERNATIONAL BUSINESS MACHINES CORP | P | 2010-08-11 | 2011-10-18 | 8734 | 2360 | 2360 |
| 330 HALLIBURTON COMPANY COM | P | 2011-10-18 | 11390 | 1041 | 1041 | |
| 170 CAPITAL ONE FINL CORP COM | P | 2011-10-19 | 6843 | -117 | -117 | |
| 40 INTERNATIONAL BUSINESS MACHINES CORP | P | 2011-10-31 | 7430 | 3047 | 3047 | |
| 60 TEXTRON INCORPORATED COMMON | P | 2011-11-02 | 1099 | -1694 | -1694 | |
| 156 NORDSTROM INC | P | 2011-11-02 | 7895 | 2557 | 2557 | |
| 510 TEXTRON INCORPORATED COMMON | P | 2011-11-02 | 9338 | -3492 | -3492 | |
| 164 NORDSTROM INC | P | 2011-11-03 | 8146 | 2749 | 2749 | |
| 120 CONOCOPHILLIPS | P | 2011-11-11 | 8653 | 1281 | 1281 | |
| 10 CONOCOPHILLIPS | P | 2006-03-22 | 2011-11-14 | 716 | 111 | 111 |
| 50 NEWELL RUBBERMAID INC | P | 2010-09-20 | 2011-11-18 | 758 | -112 | -112 |
| 160 NEWELL RUBBERMAID INC | P | 2010-09-20 | 2011-11-21 | 2357 | -428 | -428 |
| 320 NEWELL RUBBERMAID INC | P | 2010-09-20 | 2011-11-23 | 4651 | -917 | -917 |
| 114 COMERICA INC COM | P | 2011-12-02 | 2902 | -1311 | -1311 | |
| 216 COMERICA INC COM | P | 2011-12-05 | 5584 | -2297 | -2297 | |
| 71 THERMO ELECTRON CORP | P | 2007-03-07 | 2011-12-08 | 3231 | 9 | 9 |
| 210 THERMO ELECTRON CORP | P | 2011-12-09 | 9540 | 101 | 101 | |
| 89 THERM ELECTRON CORP | P | 2011-12-12 | 4008 | 228 | 228 | |
| CAPITAL GAINS DIVIDENDS | P | 39489 | 39489 | 39489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 18763 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 178550 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3058496 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058378 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 169850 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2673166 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.063539 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 168700 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2972973 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056745 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 197182 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3386206 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.058231 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 192208 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2926777 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.065672 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.302565 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060513 | AverageDistributionRatio |
| Net Noncharitable Assets | 3309599 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 200274 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 568 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 200842 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 204700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 568 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 568 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 568 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Overpayment | 432 | Overpayment |
| Amount Credited To Next Year | 432 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | ME | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOHN E RENY TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2075633177 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 ROUTE 1 | AddressLine1 |
| City | NEWCASTLE | City |
| State | ME | State |
| ZIP Code | 04553 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 |
| CAROLYN D RENY | ||||||||
| BISCAY ROAD | DAMARISCOTTA | ME | 04543 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2563588 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 796411 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3359999 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3359999 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 50400 | CashDeemedCharitable |
| Net Noncharitable Assets | 3309599 | NetNoncharitableAssets |
| Minimum Investment Return | 165480 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 165480 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 568 | TaxBasedOnInvestmentIncome |
| Total Tax | 568 | TotalTax |
| Distributable Amount Before Adj | 164912 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 164912 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 164912 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 204700 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 204700 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 568 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 204132 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 164912 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 48819 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 33074 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 21364 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 36992 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 26380 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 166629 | TotalExcessDistriCarryover |
| Qualifying Distributions | 204700 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 164912 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 39788 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 206417 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 48819 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 157598 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 33074 | ExcessFromYear4 |
| Excess From Year3 | 21364 | ExcessFromYear3 |
| Excess From Year2 | 36992 | ExcessFromYear2 |
| Excess From Year1 | 26380 | ExcessFromYear1 |
| Excess From Current Year | 39788 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (69 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BELFAST AREA HIGH SCHOOL | |||||||
| 98 WALDO AVENUE | BELFAST | ME | 04915 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| BELFAST FIRE DEPARTMENT | |||||||
| 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 |
| BIDDEFORD FREE CLINIC | |||||||
| 189 ALFRED STREET | BIDDEFORD | ME | 04005 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BIG BROTHERS BIG SISTERS OF MIDCOAST MAINE | |||||||
| 16 SCHOOL STREET 201 | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| BOOTHBAY REGION HUMANE SOCIETY | |||||||
| 27 ATLANTIC HIGHWAY | EDGECOMB | ME | 04556 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BREMEN VOLUNTEER FIRE DEPT | |||||||
| PO BOX 171 | BREMEN | ME | 04551 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BRIDGTON FIRE DEPARTMENT | |||||||
| 3 CHASE STREET SUITE 1 | BRIDGTON | ME | 04009 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BRIDGTON PUBLIC LIBRARY | |||||||
| 1 CHURHC STREET | BRIDGTON | ME | 04009 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BRUNSWICK TOWN OF | |||||||
| 100 MAIN STREET | TOPSHAM | ME | 04086 | N/A | PUBLIC CHARITY | RESCUE BOAT | $3,000 |
| CAMDEN HILLS REGIONAL HIGH SCHOOL | |||||||
| 25 KEELSON DRIVE | ROCKPORT | ME | 04856 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| CARRABEC HIGH SCHOOL | |||||||
| 160 NO MAIN ST | NORTH ANSON | ME | 04958 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $5,000 |
| CASCO BAY HIGH SCHOOL | |||||||
| 196 ALLEN AVE | PORTLAND | ME | 04103 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| CENTRAL LINCOLN COUNTY AMBULANCE SERVICE | |||||||
| PO BOX 373 | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| CENTRAL LINCOLN COUNTY YMCA | |||||||
| 529 MAIN STREET | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 |
| CHOCOLATE CHURCH ARTS CENTER | |||||||
| 798 WASHINGTON STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| COASTAL KIDS PRESCHOOL | |||||||
| 18 BELEVEDERE RD | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| COMMUNITY ENERGY FUND OF LINCOLN COUNTY | |||||||
| PO BOX 40 | BRISTOL | ME | 04539 | N/A | PUBLIC CHARITY | UNRESTRICTED | $35,000 |
| COMMUNITY HOUSING IMPROVEMENT PROJECT INC (CHIP INC) | |||||||
| PO BOX 6 | NEW HARBOR | ME | 04554 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DAMARISCOTTA RIVER ASSOCIATION | |||||||
| 110 BELVEDERE ROAD | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DEERING HIGH SCHOOL | |||||||
| 370 STEVENS AVE | PORTLAND | ME | 04103 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| DEXTER FIRE DEPARTMENT | |||||||
| 23 MAIN STREET | DEXTER | ME | 04930 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DEXTER REGIONAL HIGH SCHOOL | |||||||
| 12 ABBOTT HILL ROAD | DEXTER | ME | 04930 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $3,000 |
| DOWNEAST YMCA CAMP | |||||||
| 238 STATE STREET | ELLSWORTH | ME | 04605 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ELLSWORTH HIGH SCHOOL | |||||||
| 299 STATE STREET | ELLSWORTH | ME | 04605 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| FAITH BAPTIST CHURCH | |||||||
| 144 MILLS ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FREE GOSPEL BIBLE INSTITUTE | |||||||
| 6525 ITALY ROAD | EXPORT | PA | 15632 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GARDINER AREA HIGH SCHOOL | |||||||
| 40 WEST HILL ROAD | GARDINER | ME | 04345 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $3,000 |
| GOOD SHEPARD FOOD BANK | |||||||
| PO BOX 1807 | AUBURN | ME | 042111807 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| HABITAT FOR HUMANITY7 RIVERS MAINE | |||||||
| 108 CENTRE STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| HALL DALE HIGH SCHOOL | |||||||
| 97 MAPLE STREET | FARMINGDALE | ME | 04344 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| HEALTHY KIDS | |||||||
| 127 ELM STREET | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| HUMANE SOCIETY OF KNOX COUNTY | |||||||
| 65 DEXTER STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| INSTITUTE OF CONTEMPORARY ARTMAINE COLLEGE OF ART | |||||||
| 22 CONGRESS ST | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| LAKE REGION HIGH SCHOOL | |||||||
| RR 2 BOX 1545 | NAPLES | ME | 04055 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $3,000 |
| LINCOLN ACADEMY | |||||||
| 81 ACADEMY HILL ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $5,000 |
| LINCOLN ACADEMY | |||||||
| 81 ACADEMY HILL ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $3,000 |
| LINCOLN THEATER | |||||||
| 2 THEATER STREET | DAMARISCOTTA | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| LOON ECHO LAND TRUST | |||||||
| 8 DEPOT ST 4 | BRIDGTON | ME | 04009 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MADISON AREA HIGH SCHOOL | |||||||
| MAIN STREET | MADISON | ME | 04950 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| MADISON AREA HIGH SCHOOL | |||||||
| MAIN STREET | MADISON | ME | 04950 | N/A | PUBLIC CHARITY | UNRESTRICTED | $200 |
| MADISON FIRE DEPARTMENT | |||||||
| PO BOX 190 | MADISON | ME | 04950 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MAINE CENTRAL INSTITUTE | |||||||
| 125 S MAIN STREET | PITTSFIELD | ME | 04967 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| MAINE COALITION FOR EXCELLENCE IN EDUCATION | |||||||
| 41 SCOTTS LANE | BUCKSPORT | ME | 04416 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MONTPELIER THE GENERAL HENRY KNOX MUSEUM | |||||||
| 28 HIGH STREET | THOMASTON | ME | 04861 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MORSE HIGH SCHOOL | |||||||
| 826 HIGH STREET | BATH | ME | 04530 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $3,000 |
| MOUNT BLUE HIGH SCHOOL | |||||||
| 129 SEAMAN ROAD | FARMINGTON | ME | 04938 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $3,000 |
| MT ARARAT HIGH SCHOOL | |||||||
| 73 EAGLES WAY | TOPSHAM | ME | 04086 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| NEW HOPE FOR WOMEN | |||||||
| 93 PARK STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| OCEAN CLASSROOM FOUNDATION INC | |||||||
| 1 OAK STREET | BOOTHBAY HARBOR | ME | 04538 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| PEOPLE TO PEOPLEDAMARISCOTTA BAPTIST CHURCH | |||||||
| 4 BRISTOL ROAD | DAMARISCOTTA | ME | 04543 | 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 | $1,000 |
| PORTLAND HIGH SCHOOL | |||||||
| 284 CUMBERLAND AVE | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| PREBBLE STREET - TEEN CENTER | |||||||
| 343 CUMBERLAND AVE | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SAMOSET FIRE COMPANY | |||||||
| 2385 BRISTOL ROAD | NEW HARBOR | ME | 04554 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SANTA CLAUS FUND | |||||||
| PO BOX 278 | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SEXUAL ASSAULT CRISIS AND SUPPORT CENTER | |||||||
| 134 MAIN STREET SUITE 3 | WINTHROP | ME | 04364 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| SKIDOMPHA PUBLIC LIBRARY | |||||||
| 184 MAIN STREET | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| SPECTRUM GENERATIONS | |||||||
| 6 NOBLE STREET | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ST PATRICKS CHURCH | |||||||
| 380 ACADEMY HILL ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| TANISCOT ENGINE COMPANY | |||||||
| 4 PUMP STREET | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| THE LINCOLN HOME | |||||||
| 22 RIVER ROAD | NEWCASTLE | ME | 04553 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| THE MASSASOIT ENGINE COMPANY | |||||||
| 27 MASSASOIT DRIVE | DAMARISCOTTA | ME | 04543 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| THORTON ACADEMY | |||||||
| 438 MAIN ROAD | SACO | ME | 04072 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| VICTORIA MANSION | |||||||
| 109 DANFORTH ST | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| WELLS HIGH SCHOOL | |||||||
| 222 SANFORD ROAD | WELLS | ME | 04090 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $3,000 |
| WEYMOUTH HOUSE COMMUNITY INITIATIVES | |||||||
| 1700 BRISTOL ROAD | BRISTOL | ME | 04539 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| WINTER KIDS | |||||||
| 120 EXCHANGE STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 204700 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,684 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,361 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,763 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $72,808 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 72808 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MELLON | NameOfStock |
| EOY Book Value | 2256789 | EOYBookValue |
| EOYFMV | 2273642 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | 329 | 0 | 0 |
| TAXES | 3213 | 3213 | 0 |
| NON-CHARITABLE DONATION | 500 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $12,809 | Amount |
| Net Investment Income | 12809 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RH RENY INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 ROUTE 1 | AddressLine1 |
| City | NEWCASTLE | City |
| State | ME | State |
| ZIP Code | 04553 | ZIPCode |
Comments