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REIN FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
REIN FAMILY FOUNDATION INC (EIN 06-1566994)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202601339349102175
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T11:34:45-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814236823PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE INNOVATIVE CPA GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 ENTERPRISE DRIVE SUITE 210AddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06484ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061566994EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE REIN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlREINBusinessNameControlTxt
Phone2037227400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1174 TURTLE BACK ROADAddressLine1Txt
CityNEW CANAANCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06840ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN REINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2037227400PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES LEFEBVRE CPAPreparerPersonNm
PTINP00031507PTIN
Phone2034890612PhoneNum
Preparation2026-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,361,370FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$264,961ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$61,333DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,333DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$213,155NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$235,692GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$213,155CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$539,449TotalRevAndExpnssAmt
Total Net Invst Incm$274,488TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$40InterestRevAndExpnssAmt
Interest Net Invst Incm$40InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$7,152TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,152TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,792TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,792TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$427,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$427,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$437,292TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,792TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$427,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$102,157ExcessRevenueOverExpensesAmt
Net Investment Income$264,696NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,627CashBOYAmt
Cash EOY$32,953CashEOYAmt
Cash EOYFMV$32,953CashEOYFMVAmt
Corporate Stock BOY$50,097CorporateStockBOYAmt
Corporate Stock EOY$45,880CorporateStockEOYAmt
Corporate Stock EOYFMV$1,868,901CorporateStockEOYFMVAmt
Other Investments BOY$1,144,789OtherInvestmentsBOYAmt
Other Investments EOY$1,229,627OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,459,516OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,206,513TotalAssetsBOYAmt
Total Assets EOY$1,308,460TotalAssetsEOYAmt
Total Assets EOYFMV$4,361,370TotalAssetsEOYFMVAmt
Grants Payable BOY$13,000GrantsPayableBOYAmt
Grants Payable EOY$27,500GrantsPayableEOYAmt
Total Liabilities BOY$13,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,500TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,193,513RetainedEarningBOYAmt
Retained Earning EOY$1,280,960RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,193,513TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,280,960TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,206,513TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,308,460TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,193,513TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$102,157ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,295,670SubtotalAmt
Other Decreases$14,710OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,280,960TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
28 SH ALPHABET INCD2005-10-052025-07-14$5,097$217$4,880$4,880
82 SH ALPHABET INCD2005-10-052025-07-21$15,338$636$14,702$14,702
448.955 ALPHABET INCD2005-10-052025-11-25$142,000$3,478$138,522$138,522
295.625 VANGUARD BALANCED INDEX ADMIRALP2011-01-282025-08-11$14,931$8,508$6,423$6,423
729.834 VANGUARD LONG TERM US TREASURY INVESTORP2012-09-042025-06-11$5,648$8,358-$2,710-$2,710
34.871 VANGUARD SMALL-CAP INDEX ADMIRALP2000-01-032025-07-01$3,951$1,340$2,611$2,611
CAPITAL GAINS DIVIDENDSP$48,727$48,727$48,727
FieldValueIRS element (for citing)
Capital Gain Net Income$213,155CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,679InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,679SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,679TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Es Penalty$120EsPenaltyAmt
Tax Due$2,799TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksTHE INNOVATIVE CPA GROUPIndividualWithBooksNm
Phone2037971555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16 BERKSHIRE BLVDAddressLine1Txt
CityBETHELCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HARRY REIN
1154 LAKE HOUSE DRIVENORTH PALM BEACHFL33408TRUSTEE0.00$0$0$0
SUSAN REIN
1154 LAKE HOUSE DRIVENORTH PALM BEACHFL33408TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE 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$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,658,250AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,658,250TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,658,250AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,874CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,603,376NetVlNoncharitableAssetsAmt
Minimum Investment Return$180,169MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$180,169MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,679TaxBasedOnInvestmentIncomeAmt
Total Tax$3,679TotalTaxAmt
Distributable Before Adj$176,490DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$176,490DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$176,490DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$427,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$427,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$176,490DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,318ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$4,057ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$253,386ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$264,761TotalExcessDistributionCyovAmt
Qualifying Distributions$427,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$176,490AppliedToCurrentYearAmt
Remaining Distri From Corpus$251,010RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$515,771TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,318ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$508,453ExcessDistriCyovToNextYrAmt
Excess From Year2$4,057ExcessFromYear2Amt
Excess From Year1$253,386ExcessFromYear1Amt
Excess From Current Year$251,010ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHARRY REINContributingManagerNm
Contributing ManagerSUSAN REINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NEW CANAAN COMMUNITY FOUNDATION
111 CHERRY STREETNEW CANAANCT06840NONENCGENERAL PUPOSE$2,500
LOST TREE CHAPEL
11149 TURTLE BEACH RDNORTH PALM BEACHFL33408NONENCGENERAL PURPOSE$2,000
NANTUCKET CONSERVATION FOUNDATION
118 CLIFF ROADNANTUCKETMA02554NONENCGENERAL PURPOSE$10,000
NANTUCKET CONSERVATION FOUNDATION
118 CLIFF ROADNANTUCKETMA02554NONENCCAPITAL CAMPAIGN$250,000
JUPITER ISLAND MEDICAL CENTER FOUND
1210 SOUTH OLD DIXIE HWYJUPITERFL33458NONENCGENERAL PURPOSE$5,000
SUSTAINABLE NANTUCKET
14 FEDERAL STNANTUCKETMA02554NONENCGENERAL PURPOSE$3,000
ELLA BAKER CENTER FOR HUMAN RIGHTS
1419 34TH AVENUE SUITE 202OAKLANDCA94601NONENCGENERAL PURPOSE$3,000
NEW CANAAN NATURE CENTER
144 OENOKE RIDGENEW CANAANCT06840NONENCGENERAL PURPOSE$1,000
NANTUCKET HISTORICAL ASSOCATIONS
15 BROAD STREETNANTUCKETMA02554NONENCGENERAL PURPOSE$2,000
BOSTON MEDFLIGHT
150 HANSCOM DRBEDFORDMA01730NONENCGENERAL PURPOSE$1,000
A SAFE PLACE
19 AMELIA DRIVENATUCKETMA02554NONENCGENERAL PURPOSE$5,000
CONGREGATIONAL CHURCH OF NEW CANAAN
23 PARK STREETNEW CANAANCT06840NONENCGENERAL PURPOSE$15,000
NANTUCKET GOLF CLUB FOUNDATION
250 MILESTONE ROADSIASCONSETMA02564NONENCGENERAL PURPOSE$5,000
WAVENY LIFE CARE NETWORK
3 FARM ROADNEW CANAANCT06840NONENCGENERAL PURPOSE$5,000
SAILING MUSEUM
365 THAMES STREETNEWPORTRI02840NONENCGENERAL PURPOSE$5,000
NEW YORK YATCH CLUB FOUNDATION
37 WEST 44TH STREETNEW YORKNY10036NONENCGENERAL PURPOSE$5,000
BEAT WITHIN
375 WOODSIDE AVENUESAN FRANCISCOCA94127NONENCGENERAL PURPOSE$2,000
CALIFORNIA COALITION FOR WOMENS PRISONERS
4400 MARKET STEETOAKLANDCA94608NONENCGENERAL PURPOSE$3,500
IYRS SCHOOL OF TECHNOLOGY
449 THAMES STREETNEWPORTRI02840NONENCGENERAL PURPOSE$1,000
BONAFIDE INC
548 MARKET STREETSAN FRANCISCOCA33356NONENCGENERAL PURPOSE$1,500
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STNANTUCKETMA02554NONENCGENERAL PURPOSE$10,000
ROYAL PIONCIANA CHAPEL
60 COCOANUT ROWPALM BEACHFL33480NONENCGENERAL PURPOSE$5,000
NEW CANAAN FIRE COMPANY
60 MAIN STREETNEW CANAANCT06840NONENCGENERAL PURPOSE$1,000
WAVENY PARK CONSERVANCY
677 SOUTH AVENUENEW CANAANCT06840NONENCGENERAL PURPOSE$3,000
LOST TREE FOUNDATION
8 CHURCH LANEPALM BEACHFL33408NONENCGENERAL PURPOSE$5,000
VOICES CENTER FOR RESILIENCY
80 MAIN STNEW CANAANCT06840NONENCGENERAL PURPOSE$1,500
NANTUCKET COMMUNITY FOUNDATION
9 BAYBERRY CTNANTUCKETMA02554NONENCGENERAL PURPOSE$2,500
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVECLEVELANDOH44195NONENCGENERAL PURPOSE$15,000
NANTUCKET COMMUNITY SAILING
9B BAYBERRY COURTNANTUCKETMA02554NONENCGENERAL PURPOSE$30,000
STAMFORD HOSPITAL
ONE HOSPITAL PLAZASTAMFORDCT06902NONENCGENERAL PURPOSE$5,000
THE BLIND BROOK FOUNDATION INC
PO BOX 229PURCHASENY10577NONENCGENERAL PURPOSE$2,000
WAKE FOREST UNIVERSITY
PO BOX 7227WINSTON SALEMNC27109NONENCGENERAL PURPOSE$7,500
DARDEN SCHOOL FOUNDATION
PO BOX 7726CHARLOTTESVILLEVA22903NONENCGENERAL PURPOSE$2,500
DARDEN SCHOOL FOUNDATION
PO BOX 7726CHARLOTTESVILLEVA22903NONENCGENERAL PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$427,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,333ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$213,155ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$274,488ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$274,488TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHARRY AND SUSAN REINContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11154 LAKE HOUSE DRIVEAddressLine1Txt
CityNORTH WEST PALMCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd
FieldValueIRS element (for citing)
Total Contributions$264,961TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,240 SHARES OF JOHNSON & JOHNSONNoncashPropertyDesc
Fair Market Value$264,961FairMarketValueAmt
Received2025-12-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$2,600Amt
Net Investment Income$2,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5907.54 SHARE ALPHABET INC$45,767$1,853,794
73 SHARES JOHNSON & JOHNSON COM$113$15,107

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY INVESTMENTS - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,229,627BookValueAmt
EOYFMV$2,459,516EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNRECOGONIZED GAIN ON DONATED SHARESDesc
Amt$14,710Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,464$1,464$0
CT FILING FEE$50$50$0
EXERCISE TAX$5,638$5,638$0