SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Maine Community Foundation Inc
 
Employer identification number

01-0391479
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Maine Community Supporting Foundation
245 Main Street

Ellsworth,ME04605
01-0517228
Support MCF by receiving real estate and other unique charitable gifts ME 501(c)(3) Line 12a, I Maine Community Foundation
 
Yes
 
(2)Edward H Daveis Benevolent Fund
245 Main Street

Ellsworth,ME04605
01-0473137
Support MCF through grant making activities ME 501(c)(3) Line 12a, I Maine Community Foundation
 
Yes
 
(3)Vincent B & Barbara G Welch Supporting Organization
245 Main Street

Ellsworth,ME04605
27-0676659
Support MCF through grant making activities ME 501(c)(3) Line 12a, I Maine Community Foundation
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Andrew Marshall Charitable Remainder Unitrust

C/O Vanguard National Trust PO Box
Valley Forge,PA194820709
Charitable Remainder Trust ME Maine Community Foundation
 
T   224,411 100.000 %   No
(2) David K Silverman Charitable Remainder Unitrust

C/O Bank of America PO Box 830269
Dallas,TX75283
Charitable Remainder Trust ME Maine Community Foundation
 
T   426,434 100.000 %   No
(3) Donald and Joan Allen Charitable Remainder Unitrust

C/O First National Bank of Bar Harb
Bar Harbor,ME04609
Charitable Remainder Trust ME Maine Community Foundation
 
T     100.000 %   No
(4) Mary S Marshal Charitable Remainder Unitrust

C/O Vanguard National Trust PO Box
Valley Forge,PA194820709
Charitable Remainder Trust ME Maine Community Foundation
 
T   1,352,116 100.000 %   No
(5) Rachel Samsel Charitable Remainder Unitrust

C/O Vanguard National Trust PO Box
Valley Forge,PA194820709
Charitable Remainder Trust ME Maine Community Foundation
 
T   166,217 100.000 %   No
(6) Richard J McGoldrick Charitable Remainder Annuity Trust 2019

C/O Spinnaker Trust 123 Free Street
Portland,ME04101
Charitable Remainder Trust ME Maine Community Foundation
 
T   1,866,357 100.000 %   No
(7) Roger A Fessaguet 2013 Charitable Remainder Trust No 1

C/O Law Offices of JJ Lynch PO Box
Damariscotta,ME04543
Charitable Remainder Trust ME Maine Community Foundation
 
T   467,901 100.000 %   No
(8) Roger A Fessaguet 2013 Charitable Remainder Trust No 2

C/O Law Offices of JJ Lynch PO Box
Damariscotta,ME04543
Charitable Remainder Trust ME Maine Community Foundation
 
T   149,083 100.000 %   No
(9) Sedgwick Charitable Remainder Trust

C/O Multop Financial 2210 Rimland D
Bellingham,WA98226
Charitable Remainder Trust ME Maine Community Foundation
 
T   23,774 100.000 %   No
(10) Stanley N Marshall III Charitable Remainder Unitrust

C/O Vanguard National Trust PO Box
Valley Forge,PA194820709
Charitable Remainder Trust ME Maine Community Foundation
 
T   232,080 100.000 %   No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) Edward H Daveis Benevolent Fund

L 35,400 Actual per Books
(2) Vincent B & Barbara G Welch Supporting Organization

L 86,896 Actual per Books




Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


Software ID:  
Software Version: