BETA

PETER ALFOND FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PETER ALFOND FOUNDATION (EIN 22-3267949)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201841359349103079
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T14:20:37-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010448006PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALBIN RANDALL & BENNETTBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 445 130 MIDDLE STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041120445ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223267949EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PETER ALFOND FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O DEXTER ENTERPRISES INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone2078287999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TWO MONUMENT SQUAREAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY W POWELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2078287999PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL P DOIRONPreparerPersonNm
PTINP01206204PTIN
Phone2077721981PhoneNum
Preparation2018-05-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.49.137.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-10IPDt
IP Tm11:04:46IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id623829AE18F26B2ED585270A85E9C3D28205AB04AtSubmissionCreationDeviceId
At Submission Filing Device Id67DC84DCF5C6EDCFD4F84000A6A47560EFCE596FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,047,119FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,156InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,156InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$95,210NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,432,400GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,923CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$96,366TotalRevAndExpnssAmt
Total Net Invst Incm$23,079TotalNetInvstIncmAmt
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$3,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$87,395OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,076OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$81,319OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,650TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$95,805TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,826TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$84,329TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,130,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,130,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,226,505TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,826TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,215,029TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,130,139ExcessRevenueOverExpensesAmt
Net Investment Income$16,253NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$161,691SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$368,742SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$368,742SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$29,707CorporateStockBOYAmt
Corporate Stock EOY$13,488,560CorporateStockEOYAmt
Corporate Stock EOYFMV$15,678,377CorporateStockEOYFMVAmt
Total Assets BOY$191,398TotalAssetsBOYAmt
Total Assets EOY$13,857,302TotalAssetsEOYAmt
Total Assets EOYFMV$16,047,119TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$191,398CapitalStockBOYAmt
Capital Stock EOY$13,857,302CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$191,398TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,857,302TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$191,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,857,302TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$191,398TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,130,139ExcessRevenueOverExpensesAmt
Other Increases$14,796,043OtherIncreasesAmt
Subtotal$13,857,302SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,857,302TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$533,988GrossSalesPriceAmt
Cost Or Other Basis$512,065CostOrOtherBasisAmt
Gain Or Loss$21,923GainOrLossAmt
Gains Minus Excess Or Losses$21,923GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$21,923CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,206,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,385,248NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.090107DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,127,399AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$14,101,831NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.079947DistributionYr2Rt
Adjusted Qlfy Distri Yr3$943,589AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,172,474NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066579DistributionYr3Rt
Adjusted Qlfy Distri Yr4$501,171AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,271,214NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040841DistributionYr4Rt
Adjusted Qlfy Distri Yr5$482,607AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,826,951NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049111DistributionYr5Rt
Total Distribution0.326585TotalDistributionRt
Average Distribution0.065317AverageDistributionRt
Net Vl Noncharitable Assets$14,999,730NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$979,737AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$163NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$979,900AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,215,029QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$163InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$163SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,437OverpaymentAmt
Applied To ES Tax$200AppliedToESTaxAmt
Refund$3,237RefundAmt

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 StateMEOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksDEXTER ENTERPRISES INCIndividualWithBooksNm
Phone2078287999PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 MONUMENT SQAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER G ALFOND
C/O DEXTER ENT TWO MONUMENT SQUAREPORTLANDME04101TRUSTEE2.50$0$0$0
GREGORY POWELL SEE GENERAL EXPLANTN
TWO MONUMENT SQUAREPORTLANDME04101TRUSTEE3.00$0$0$0
REBEKAH ALFOND
C/O DEXTER ENT TWO MONUMENT SQUAREPORTLANDME04101TRUSTEE3.00$0$0$0
KYLE ALFOND
C/O DEXTER ENT TWO MONUMENT SQUAREPORTLANDME04101TRUSTEE3.00$0$0$0
SARAH BENSON
C/O DEXTER ENT TWO MONUMENT SQUAREPORTLANDME04101TRUSTEE3.00$0$0$0
DEBORAH ALFOND
C/O DEXTER ENT TWO MONUMENT SQUAREPORTLANDME04101TRUSTEE3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEXTER ENTERPRISES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TWO MONUMENT SQAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT & GRANT ADMINISTRATIONServiceTypeTxt
Compensation$60,764CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,007,656AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$220,496AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,228,152TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,228,152AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$228,422CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,999,730NetVlNoncharitableAssetsAmt
Minimum Investment Return$749,987MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$749,987MinimumInvestmentReturnAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Total Tax$163TotalTaxAmt
Distributable Before Adj$749,824DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$749,824DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$749,824DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,215,029ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,215,029QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$163PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,214,866AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$749,824DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$150,997ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$543,738ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$694,735TotalExcessDistributionCyovAmt
Qualifying Distributions$1,215,029QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$749,824AppliedToCurrentYearAmt
Remaining Distri From Corpus$465,205RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,159,940TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,159,940ExcessDistriCyovToNextYrAmt
Excess From Year2$150,997ExcessFromYear2Amt
Excess From Year1$543,738ExcessFromYear1Amt
Excess From Current Year$465,205ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER G ALFONDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004PCUNRESTRICTED$100
BETH ISRAEL CONGREGATION
291 MAIN STREET PO BOX 1882WATERVILLEME04903PCANNUAL FUND$1,000
BETH ISRAEL CONGREGATION
291 MAIN STREET PO BOX 1882WATERVILLEME04903PCCOMMUNITY ROOM IMPROVEMENTS$20,000
CHABAD OF PUERTO RICO
17 CALLE DALIACAROLINAPR00979PCCAPITAL CAMPAIGN$20,000
CULINARY INSTITUTE OF AMERICA
1946 CAMPUS DRIVEHYDE PARKNY12538PCHEALTHY KITCHENS HEALTHY LIVES-TEACHING KITCHEN COLLABORATIVE$100,000
EAGLEBROOK SCHOOL
PINE NOOK ROADDEERFIELDMA01342PCANNUAL FUND$3,000
G BUSH PRESIDENTIAL LIBRARY FOUNDATION ONE AMERICA APPEAL
POST OFFICE BOX 14141COLLEGE STATIONTX77841PCPUERTO RICO RELIEF$5,000
GOVERNOR'S ACADEMY
1 ELM STREETBYFIELDMA01922PCANNUAL FUND$5,000
JANE STERN DORADO COMMUNITY LIBRARY INC
CALLE MNDEZ VIGO 331 SUITE 1DORADOPR00646PCVINO DE MARE 2017$5,000
MAINEGENERAL MEDICAL CENTER
157 CAPITOL STREETAUGUSTAME04330PCHEALTHY LIVING RESOURCE CENTER$1,588
MAINEGENERAL MEDICAL CENTER
157 CAPITOL STREETAUGUSTAME04330PCTKC SUPPORT$11,000
PORTLAND MUSEUM OF ART
7 CONGRESS SQUAREPORTLANDME04101PCUNRESTRICTED$500
PUERTO RICO COMMUNITY FOUNDATION
1719 AVE PONCE DE LEONSAN JUANPR00909PCSCHOLARSHIP FUND VIII$19,800
PUERTO RICO COMMUNITY FOUNDATION
1719 AVE PONCE DE LEONSAN JUANPR00909PCSCHOLARSHIP FUND VI$9,900
PUERTO RICO COMMUNITY FOUNDATION
1719 AVE PONCE DE LEONSAN JUANPR00909PCSCHOLARSHIP FUND VII$9,900
ROLLINS COLLEGE
1000 HOLT AVENUEWINTER PARKFL32789PCANNUAL FUND/SCHOLARSHIP$8,000
ROLLINS COLLEGE
1000 HOLT AVENUEWINTER PARKFL32789PCIN MEMORY OF MICHAEL WEDGE$500
STERLING COLLEGE
PO BOX 72CRAFTSBURY COMMONVT05827PCANNUAL GIFT$5,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203PCUNRESTRICTED$5,000
WORLD LEARNING INC
KIPLING RD PO BOX 676BRATTLEBOROVT05302PCANNUAL FUND$2,000
MAINEGENERAL MEDICAL CENTER
157 CAPITOL STREETAUGUSTAME04330PCHEALTHY LIVING RESOURCE CENTER$399,155
MAINEGENERAL MEDICAL CENTER
157 CAPITOL STREETAUGUSTAME04330PCHEALTHY LIVING RESOURCE CENTER$499,257
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,130,700TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PUERTO RICO COMMUNITY FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11719 AVE PONCE DE LEONAddressLine1Txt
CitySAN JUANCityNm
State AbbreviationPRStateAbbreviationCd
ZIP00909ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSCHOLARSHIP FUND VIIIGrantOrContributionPurposeTxt
Amt$19,800Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$19,800TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,156ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$95,210ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$96,366ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$96,366TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$3,750Amt
Net Investment Income$750NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPUBLICLY TRADED SECURITIES DONATEDAssetDesc
How AcquiredDONATEDHowAcquiredTxt
Gross Sales Price$898,412GrossSalesPriceAmt
Basis$825,125BasisAmt
Sales Expense$0SalesExpenseAmt
Total Net$73,287TotalNetAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FOOTNOTEFORM 990-PF, PART VIII, LINE 1GREGORY POWELL IS AN EMPLOYEE OF DEXTER ENTERPRISES, INC. DEXTER ENTERPRISES, INC. IS COMPENSATED UNDER A MANAGEMENT CONTRACT WITH THE FOUNDATION. FEES PAID TO DEXTER ENTERPRISES, INC. ARE LISTED ON PART VIII AT LINE 3.
DISTRIBUTION OF PROPERTY FOR CHARITY990-PF, PART I, LINE 6A, COLUMN AUNDER REGULATION 53.4940-1, A DISTRIBUTION OF PROPERTY FOR CHARITABLE PURPOSES UNDER SECTION 170(C)(1) OR (2)(B) MADE BY A FOUNDATION TO A CHARITABLE ORGANIZATION IS NOT TREATED AS A TAXABLE SALE OR DISPOSITION. THE CAPITAL GAIN RECORDED ON THE BOOKS IS NOT TAXABLE; THEREFORE, THE PROPERTY DISTRIBUTION IS EXCLUDED FROM NET INVESTMENT INCOME, LINE 7, COLUMN (B).
TAX BASIS ADJUSTMENT990-PF, PART III, LINE 3NET ADJUSTMENT TO THE TAX BASIS OF FOUNDATION ASSETS AT JULY 10, 2017, DUE TO THE DEATH OF A FOUNDATION TRUSTEE, WHO RETAINED THE RIGHT, IN CONJUNCTION WITH THE OTHER TRUSTEE, TO DESIGNATE THE CHARITABLE RECIPIENTS OF THE FOUNDATION'S ASSETS. THE DECEDENT TRUSTEE, PETER ALFOND, CONTRIBUTED 100% OF THE ASSETS HELD IN THE FOUNDATION AS OF HIS DATE OF DEATH. THE ASSOCIATED ASSETS HAVE BEEN INCLUDED IN THE DECEDENT'S ESTATE.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY CLASS A COMMON STOCK$13,313,690$15,475,201
BERKSHIRE HATHAWAY CLASS B COMMON STOCK$174,870$203,176

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPAYROLL REPORTING FEEDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET TAX BASIS ADJUSTMENT DUE TO TRUSTEE DEATH - SEE GENERAL EXPLANATIONDesc
Amt$14,796,043Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DEXTER ENTERPRISES, INC.$60,764$6,076$54,688
CHARITABLE CONSULTING SERVICES$26,631$0$26,631

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL NET INVESTMENT INCOME TAXCategoryTxt
Amt$4,650Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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