REIN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- REIN FAMILY FOUNDATION INC (EIN 06-1566994)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202531279349102213
- Schema version
- 2024v5.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T12:50:49-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814236823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INNOVATIVE CPA GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ENTERPRISE DRIVE SUITE 210 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061566994 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIN | BusinessNameControlTxt |
| Phone | 2037227400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 TURTLE BACK ROAD | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN REIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2037227400 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES LEFEBVRE CPA | PreparerPersonNm |
| PTIN | P00031507 | PTIN |
| Phone | 2034890612 | PhoneNum |
| Preparation | 2025-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,351,053 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $333,170 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,384 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $377,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $424,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $377,101 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $743,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $410,485 | 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 | $2,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $15 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,454 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,454 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,904 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $407,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $407,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $411,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $407,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $331,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $405,581 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,166 | CashBOYAmt |
| Cash EOY | $11,627 | CashEOYAmt |
| Cash EOYFMV | $11,627 | CashEOYFMVAmt |
| Corporate Stock BOY | $53,417 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,097 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,231,484 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,110,504 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,144,789 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,107,942 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,218,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,206,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,351,053 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $52,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $13,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $52,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,166,087 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,193,513 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,166,087 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,218,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,206,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,166,087 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $331,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,497,773 | SubtotalAmt |
| Other Decreases | $304,260 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1232 SHS ALPHABET INC | 2005-10-05 | 2024-10-24 | $200,700 | $9,600 | $191,100 | $191,100 | |
| 705 SHS ALPHABET INC | 2005-10-05 | 2024-11-04 | $119,457 | $5,465 | $113,992 | $113,992 | |
| 234.101 VANGUARD BALANCED INDEX | 2011-01-28 | 2024-12-12 | $11,937 | $6,470 | $5,467 | $5,467 | |
| 119.751 SHS VANGUARD SMALL CAP INDEX | 2000-01-03 | 2024-12-12 | $14,531 | $4,501 | $10,030 | $10,030 | |
| 387.383 SHS VANGUARD VALUE INDEX | 2011-01-28 | 2024-12-12 | $25,659 | $11,084 | $14,575 | $14,575 | |
| 62.136 SHS VANGUARD 500 INDEX ADMIRAL | 2000-01-03 | 2024-12-12 | $32,456 | $10,213 | $22,243 | $22,243 | |
| CAPITAL GAINS DIVIDENDS | $19,694 | $19,694 | $19,694 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $377,101 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,638 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,638 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,638 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | 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 | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,638 | 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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | THE INNOVATIVE CPA GROUP | IndividualWithBooksNm |
| Phone | 2037971555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 BERKSHIRE BLVD | AddressLine1Txt |
| City | BETHEL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06801 | 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 |
|---|---|---|---|---|---|---|---|---|
| HARRY REIN | ||||||||
| 1154 LAKE HOUSE DRIVE | NORTH PALM BEACH | FL | 33408 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN REIN | ||||||||
| 1154 LAKE HOUSE DRIVE | NORTH PALM BEACH | FL | 33408 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. IT'S PRIMARY PURPOSE IS TO SUPPORT BY CONTRIBUTIONS OTHER 501(C)(3) ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $3,234,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,234,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,234,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,186,044 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $159,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $159,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,638 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,638 | TotalTaxAmt |
| Distributable Before Adj | $153,664 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,664 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,664 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $407,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $407,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,690 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,318 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $4,057 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,065 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $407,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,664 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $253,386 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $318,451 | 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 | $53,690 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $264,761 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,318 | ExcessFromYear4Amt |
| Excess From Year1 | $4,057 | ExcessFromYear1Amt |
| Excess From Current Year | $253,386 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY REIN | ContributingManagerNm |
| Contributing Manager | SUSAN REIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEAT WITHIN | |||||||
| 375 WOODSIDE AVENUE | SAN FRANCISCO | CA | 94127 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,000 |
| BOSTON MEDFLIGHT | |||||||
| 150 HANSCOM DR | BEDFORD | MA | 01730 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| CALIFORNIA COALITION FOR WOMENS PRISONERS | |||||||
| 4400 MARKET STEET | OAKLAND | CA | 94608 | NONE | 501(C)(3) | GENERAL PURPOSE | $3,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| CONGREGATIONAL CHURCH OF NEW CANAAN | |||||||
| 23 PARK STREET | NEW CANAAN | CT | 06840 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| DARDEN SCHOOL FOUNDATION | |||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22903 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| DARDEN SCHOOL FOUNDATION | |||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22903 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| ELLA BAKER CENTER FOR HUMAN RIGHTS | |||||||
| 1419 34TH AVENUE SUITE 202 | OAKLAND | CA | 94601 | NONE | 501(C)(3) | GENERAL PURPOSE | $3,000 |
| HUCKLEBERRY YOUTH PROGRAMS | |||||||
| 3310 GEARY BLVD | SAN FRANCISCO | CA | 94118 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 |
| JUPITER ISLAND MEDICAL CENTER FOUND | |||||||
| 1210 SOUTH OLD DIXIE HWY | JUPITER | FL | 33458 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| LOST TREE CHAPEL | |||||||
| 11149 TURTLE BEACH RD | NORTH PALM BEACH | FL | 33408 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,000 |
| LOST TREE FOUNDATION | |||||||
| 8 CHURCH LANE | PALM BEACH | FL | 33408 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| NANTUCKET COMMUNITY SAILING | |||||||
| 9B BAYBERRY COURT | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL PURPOSE | $30,550 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $250,000 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT ST | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| NANTUCKET GOLF CLUB FOUNDATION | |||||||
| 250 MILESTONE ROAD | SIASCONSET | MA | 02564 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| NANTUCKET HISTORICAL ASSOCATIONS | |||||||
| 15 BROAD STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,000 |
| NEW CANAAN COMMUNITY FOUNDATION | |||||||
| 111 CHERRY STREET | NEW CANAAN | CT | 06840 | NONE | 501(C)(3) | GENERAL PUPOSE | $2,500 |
| NEW CANAAN NATURE CENTER | |||||||
| 144 OENOKE RIDGE | NEW CANAAN | CT | 06840 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 |
| NEW YORK YATCH CLUB FOUNDATION | |||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | GENERAL PURPOSE | $4,000 |
| SUSTAINABLE NANTUCKET | |||||||
| 14 FEDERAL ST | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL PURPOSE | $3,000 |
| VOICES CENTER FOR RESILIENCY | |||||||
| 80 MAIN ST | NEW CANAAN | CT | 06840 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,500 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7227 | WINSTON SALEM | NC | 27109 | NONE | 501(C)(3) | GENERAL PURPOSE | $7,500 |
| WAVENY PARK CONSERVANCY | |||||||
| 677 SOUTH AVENUE | NEW CANAAN | CT | 06840 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | VA | 94805 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,500 |
| NANTUCKET SAILING MUSEUM | |||||||
| 158 POLPIS RD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| ROYAL PIONCIANA CHAPEL | |||||||
| 60 COCOANUT ROW | PALM BEACH | FL | 33480 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $407,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,384 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $377,101 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $410,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $410,485 | 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 |
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 | HARRY AND SUSAN REIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 LAKE HOUSE DRIVE | AddressLine1Txt |
| City | NORTH WEST PALM | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $333,170 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,509 SHARES OF ALPHABET INC | NoncashPropertyDesc |
| Fair Market Value | $333,170 | FairMarketValueAmt |
| Received | 2024-10-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,450 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 7040 SHARE ALPHABET INC | StockNm |
| EOY Book Value | $50,097 | EOYBookValueAmt |
| EOYFMV | $1,231,484 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENTS - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,144,789 | BookValueAmt |
| EOYFMV | $2,107,942 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECOGONIZED GAIN ON ALPHABET SHARES | Desc |
| Amt | $304,260 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,347 | $1,347 | $0 |
| CT FILING FEE | $50 | $50 | $0 |
| EXERCISE TAX | $1,057 | $1,057 | $0 |