BETA

PETER ALFOND FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PETER ALFOND FOUNDATION (EIN 22-3267949)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-14
IRS object ID
201722269349100312
Schema version
2016v3.0
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)
Return2017-08-14T10:45:34-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-07-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL P DOIRONPreparerPersonNm
PTINP01206204PTIN
Phone2077721981PhoneNum
Preparation2017-07-31PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.49.137.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-07-31IPDt
IP Tm10:43:34IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA8E483F731AB2FBA53C82B053C53CCBC477E4504AtSubmissionCreationDeviceId
At Submission Filing Device IdA9D160747F4E510196FA33A8259354FCABF920A1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,298,590FMVAssetsEOYAmt
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$72InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$72InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,266,646NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,269,428GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$352,025CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,266,718TotalRevAndExpnssAmt
Total Net Invst Incm$352,097TotalNetInvstIncmAmt
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$2,995AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,395AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$163,280OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,547OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$156,733OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,003TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,910TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,910TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$170,188TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,147TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$162,038TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,047,512ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,047,512ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,217,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,147TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,209,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,018ExcessRevenueOverExpensesAmt
Net Investment Income$344,950NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$109,891SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$161,691SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$161,691SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$32,489CorporateStockBOYAmt
Corporate Stock EOY$29,707CorporateStockEOYAmt
Corporate Stock EOYFMV$14,136,899CorporateStockEOYFMVAmt
Total Assets BOY$142,380TotalAssetsBOYAmt
Total Assets EOY$191,398TotalAssetsEOYAmt
Total Assets EOYFMV$14,298,590TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$142,380CapitalStockBOYAmt
Capital Stock EOY$191,398CapitalStockEOYAmt
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$142,380TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$191,398TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$142,380TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$191,398TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$142,380TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,018ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$191,398SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$191,398TotNetAstOrFundBalancesEOYAmt

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$352,820GrossSalesPriceAmt
Cost Or Other Basis$795CostOrOtherBasisAmt
Gain Or Loss$352,025GainOrLossAmt
Gains Minus Excess Or Losses$352,025GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$352,025CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,127,399AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,101,831NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.079947DistributionYr1Rt
Adjusted Qlfy Distri Yr2$943,589AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$14,172,474NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.066579DistributionYr2Rt
Adjusted Qlfy Distri Yr3$501,171AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,271,214NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040841DistributionYr3Rt
Adjusted Qlfy Distri Yr4$482,607AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,826,951NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049111DistributionYr4Rt
Adjusted Qlfy Distri Yr5$499,643AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,711,848NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051447DistributionYr5Rt
Total Distribution0.287925TotalDistributionRt
Average Distribution0.057585AverageDistributionRt
Net Vl Noncharitable Assets$13,385,248NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$770,790AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,450NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$774,240AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,209,550QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,450InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,450SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,450TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,400EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$3,000AppliedToEsTaxAmt
Total Payments And Credits$5,400TotalPaymentsAndCreditsAmt
Overpayment$1,950OverpaymentAmt
Applied To ES Tax$1,950AppliedToESTaxAmt
Refund$0RefundAmt

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 (2 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 SQUAREPORTLANDME04101TRUSTEE5.00$0$0$0
GREGORY POWELL SEE GENERAL EXPLANTN
TWO MONUMENT SQUAREPORTLANDME04101TRUSTEE1.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PEAK PERFORMANCE PRACTICE INC
335 DEVON ROADLEEMA01238HEALTHCARE FACILITY DEVELOPMENT RESEARCH$71,200
DEXTER ENTERPRISES INC
TWO MONUMENT SQPORTLANDME04101INVESTMENT & GRANT ADMINISTRATION$65,466
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$13,533,232AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,852AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,589,084TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,589,084AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$203,836CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,385,248NetVlNoncharitableAssetsAmt
Minimum Investment Return$669,262MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$669,262MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,450TaxBasedOnInvestmentIncomeAmt
Total Tax$3,450TotalTaxAmt
Distributable Before Adj$665,812DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$665,812DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$665,812DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,209,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,209,550QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,450PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,206,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$665,812DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$150,997ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$150,997TotalExcessDistributionCyovAmt
Qualifying Distributions$1,209,550QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$665,812AppliedToCurrentYearAmt
Remaining Distri From Corpus$543,738RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$694,735TotalCorpusAmt
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$694,735ExcessDistriCyovToNextYrAmt
Excess From Year1$150,997ExcessFromYear1Amt
Excess From Current Year$543,738ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABBOTT MEMORIAL LIBRARY
1 CHURCH STREETDEXTERME04930PCUNRESTRICTED$500
ALFOND YOUTH CENTER
89 SOUTH STREET SUITE 401BOSTONMA02111PCUNRESTRICTED$1,000
BELGRADE LAKES ASSOCIATION
137 MAIN STREET PO BOX 551BELGRADE LAKESME04918PCUNRESTRICTED$500
BETH ISRAEL CONGREGATION
291 MAIN STREET PO BOX 1882WATERVILLEME04903PCANNUAL FUND$1,000
BOY SCOUTS OF AMERICA - PUERTO RICO COUNCIL
405 ESMERALDA AVENUE SUITE 214 PMBGUAYNABOPR00969PCARACIBO DISTRICT$500661
CHABAD OF PUERTO RICO
17 CALLE DALIACAROLINAPR00979PCCAPITAL CAMPAIGN$2,500
COMERCIANTES UNIDOS PARA EL DESARROLLO COMUNITARIO DE CAMUY
PO BOX 945CAMUYPR00627PCABUSED CHILDREN / NORTH AREA$500
CULINARY INSTITUTE OF AMERICA
1946 CAMPUS DRIVEHYDE PARKNY12538PCHEALTHY KITCHENS HEALTHY LIVES-TEACHING KITCHEN COLLABORATIVE$125,000
EAGLEBROOK SCHOOL
PINE NOOK ROADDEERFIELDMA01342PCANNUAL FUND AND SC&MC$6,000
FONDOS UNIDOS DE PUERTO RICO
PO BOX 191914SAN JUANPR00919PCUNRESTRICTED$250
FOUNDATION FOR PUERTO RICO
1551 CALLE ANTONSANTI SUITE K LASAN JUANPR00909PCUNRESTRICTED$2,500CUIDADELA
FRIENDS OF THE BELGRADE LAKES VILLAGE
PO BOX 331BELGRADE LAKESME04918PCVILLAGE ENHANCEMENT$10,000
GOVERNOR DUMMER ACADEMY
1 ELM STREETBYFIELDMA01922PCANNUAL FUND$5,000
HEAR ME NOW INC
PO BOX 896PORTLANDME04104PCUNRESTRICTED$500
MAINEGENERAL MEDICAL CENTER
157 CAPITOL STREETAUGUSTAME04330PCHEALTHY LIVING RESOURCE CENTER$800,000
MAINEGENERAL MEDICAL CENTER
157 CAPITOL STREETAUGUSTAME04330PCUNRESTRICTED$250
MAINEGENERAL MEDICAL CENTER
157 CAPITOL STREETAUGUSTAME04330PCCENTER FOR CANCER CARE$662
NEW AVENUES FOR YOUTH INC
1220 SW COLUMBIA STREETPORTLANDOR97201PCYOUTH HOMELESSNESS$20,000
PRESIDENT AND TRUSTEES OF COLBY COLLEGE
4605 MAYFLOWER HILLWATERVILLEME04901PCCENTER FOR SMALL TOWN JEWISH LIFE$5,000
PUERTO RICO COMMUNITY FOUNDATION
1719 AVE PONCE DE LEONSAN JUANPR00909PCSCHOLARSHIP FUND V$9,900
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$19,800
ROLLINS COLLEGE
1000 HOLT AVENUEWINTER PARKFL32789PCANNUAL FUND/SCHOLARSHIP$8,000
SELF ENHANCEMENT INC
3920 N KERBY AVENUEPORTLANDOR97227PCUNRESTRICTED$5,000
STERLING COLLEGE
PO BOX 72CRAFTSBURY COMMONVT05827PCUNRESTRICTED$5,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203PCUNRESTRICTED$5,000
TOWN OF DEXTER
35 SUNRISE AVENUEDEXTERME04930GOVDEXTER GOLF COURSE$500
TWO TEN FOOTWEAR FOUNDATION
1466 MAIN STREETWALTHAMMA02154PCJACK FISHER SCHOLARSHIP FUND$500
WATERVILLE HISTORICAL SOCIETY
62 SILVER STREETWATERVILLEME04901PCANNUAL FUND$250
WORLD LEARNING INC
KIPLING RD PO BOX 676BRATTLEBOROVT05302PCANNUAL FUND$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,047,512TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIENDS OF THE BELGRADE LAKES VILLAGE
PO BOX 331BELGRADE LAKESME04918PCVILLAGE ENHANCEMENT$40,000
MAINEGENERAL MEDICAL CENTER
157 CAPITOL STREETAUGUSTAME04330PCHEALTHY LIVING RESOURCE CENTER$800,000
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$19,800
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$869,700TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,266,646ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,266,718ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,266,718TotalIncomeProducingActyAmt

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$2,995Amt
Net Investment Income$600NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,395DisbursementsCharitablePrpsAmt

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$916,608GrossSalesPriceAmt
Basis$1,987BasisAmt
Sales Expense$0SalesExpenseAmt
Total Net$914,621TotalNetAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 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).

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY CLASS A COMMON STOCK$28,729$13,670,776
BERKSHIRE HATHAWAY CLASS B COMMON STOCK$978$466,123

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DEXTER ENTERPRISES, INC.$65,466$6,547$58,919
CHARITABLE CONSULTING SERVICES$97,814$0$97,814

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL NET INVESTMENT INCOME TAXCategoryTxt
Amt$1,003Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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