PETER ALFOND FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PETER ALFOND FOUNDATION (EIN 22-3267949)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201621349349101062
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T09:57:56-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010448006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 130 MIDDLE STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041120445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223267949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PETER ALFOND FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DEXTER ENTERPRISES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 2078287999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MONUMENT SQUARE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY W POWELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2078287999 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOIRON | PreparerPersonNm |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,636,911 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Net Gain Sale Ast Rev And Expnss | $1,147,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,150,802 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $225,690 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,147,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,690 | 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 | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $104,693 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $99,693 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,834 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,609 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,609 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,025,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,025,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,138,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,129,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,057 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,290 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,891 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $35,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,489 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,527,020 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $133,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,636,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $133,323 | CapitalStockBOYAmt |
| Capital Stock EOY | $142,380 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $133,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $133,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,057 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $142,380 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $226,203 | GrossSalesPriceAmt |
| Cost Or Other Basis | $513 | CostOrOtherBasisAmt |
| Gain Or Loss | $225,690 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $225,690 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $225,690 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $943,589 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,172,474 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066579 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $501,171 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,271,214 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040841 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $482,607 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,826,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049111 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $499,643 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,711,848 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051447 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $431,037 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,188,485 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042306 | DistributionYr5Rt |
| Total Distribution | 0.250284 | TotalDistributionRt |
| Average Distribution | 0.050057 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,101,831 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $705,895 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,203 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $708,098 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,129,602 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,397 | OverpaymentAmt |
| Applied To ES Tax | $1,397 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | ME | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DEXTER ENTERPRISES INC | IndividualWithBooksNm |
| Phone | 2078287999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 MONUMENT SQ | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| PETER G ALFOND | ||||||||
| C/O DEXTER ENT TWO MONUMENT SQUARE | PORTLAND | ME | 04101 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| GREGORY POWELL SEE GENERAL EXPLANTN | ||||||||
| TWO MONUMENT SQUARE | PORTLAND | ME | 04101 | TRUSTEE | 1.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEXTER ENTERPRISES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MONUMENT SQ | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT & GRANT ADMINISTRATION | ServiceTypeTxt |
| Compensation | $58,128 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,300,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,316,580 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,316,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $214,749 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,101,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $705,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $705,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,203 | TotalTaxAmt |
| Distributable Before Adj | $702,889 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $702,889 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $702,889 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,129,602 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,129,602 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,203 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,127,399 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $702,889 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $275,716 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,129,602 | QualifyingDistributionsAmt |
| Applied To Year1 | $275,716 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $702,889 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $150,997 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $150,997 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $150,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $150,997 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER G ALFOND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASOCIACION PUERTORRIQUENA DE DIABETES | ||||||
| PO BOX 19445 | SAN JUAN | PR | 00910 | PC | UNRESTRICTED | $1,000 |
| BETH ISRAEL CONGREGATION | ||||||
| 291 MAIN STREET PO BOX 1882 | WATERVILLE | ME | 04903 | PC | ANNUAL FUND | $1,000 |
| BOYS AND GIRLS CLUB OF PUERTO RICO | ||||||
| PO BOX 79526 | CAROLINA | PR | 00984 | PC | SCHOLARSHIP CHALLENGE | $2,500 |
| CHABAD OF PUERTO RICO | ||||||
| 17 CALLE DALIA | CAROLINA | PR | 00979 | PC | UNRESTRICTED | $5,000 |
| CULINARY INSTITUTE OF AMERICA | ||||||
| 1946 CAMPUS DRIVE | HYDE PARK | NY | 12538 | PC | HEALTHY KITCHENS COLLABORATIVE | $125,000 |
| EAGLEBROOK SCHOOL | ||||||
| PINE NOOK ROAD | DEERFIELD | MA | 01342 | PC | ANNUAL FUND | $3,000 |
| FRIENDS OF THE BELGRADE LAKES VILLAGE | ||||||
| PO BOX 277 | BELGRADE LAKES | ME | 04918 | PC | ENHANCED ROAD RECONSTRUCTION | $20,000 |
| GOVERNOR DUMMER ACADEMY | ||||||
| 1 ELM STREET | BYFIELD | MA | 01922 | PC | ANNUAL FUND | $5,000 |
| MAINE SPORTS HALL OF FAME | ||||||
| PO BOX 8554 | PORTLAND | ME | 04104 | PC | UNRESTRICTED | $1,000 |
| MAINEGENERAL MEDICAL CENTER | ||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | PC | HEALTHY LIVING RESOURCE CENTER | $800,000 |
| PRESIDENT AND TRUSTEES OF COLBY COLLEGE | ||||||
| 4605 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | BARBARA ALFOND ENDOWMENT | $5,000 |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | PC | SCHOLARSHIP FUND V | $9,900 |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | PC | SCHOLARSHIP FUND VI | $9,900 |
| ROLLINS COLLEGE | ||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 32789 | PC | ANNUAL FUND | $8,000 |
| SELF ENHANCEMENT INC | ||||||
| 3920 N KERBY AVENUE | PORTLAND | OR | 97227 | PC | UNRESTRICTED | $5,000 |
| SMITHSONIAN MUSEUM OF AMERICAN ART | ||||||
| 9TH ST NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED | $10,000 |
| STERLING COLLEGE | ||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | PC | UNRESTRCITED | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED | $500 |
| THE NATURE CONSERVANCY | ||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | UNRESTRICTED | $5,000 |
| THOMAS COLLEGE | ||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | PC | ALFOND SCHOLARSHIP | $2,000 |
| WORLD LEARNING INC | ||||||
| KIPLING RD PO BOX 676 | BRATTLEBORO | VT | 05302 | PC | ANNUAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,025,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF PUERTO RICO | ||||||
| PO BOX 79526 | CAROLINA | PR | 00984 | PC | SCHOLARSHIP CHALLENGE | $7,500 |
| CAMUY HEALTH SERVICES | ||||||
| PO BOX 660 | CAMUY | PR | 00627 | PC | UNRESTRICTED | $25,000 |
| CULINARY INSTITURE OF AMERICAN | ||||||
| 1946 CAMPUS DRIVE | HYDE PARK | NY | 12538 | PC | HEALTHY KITCHENS COLLABORATIVE | $125,000 |
| MAINEGENERAL MEDICAL CENTER | ||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | PC | HEALTHY LIVING RESOURCE CENTER | $1,600,000 |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | PC | SCHOLARSHIP FUND V | $9,900 |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | PC | SCHOLARSHIP FUND VI | $19,800 |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | PC | SCHOLARSHIP FUND VII | $39,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,826,800 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,147,893 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,147,893 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,147,893 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - DONATED | DONATED | $793,275 | $2,052 | $0 | $791,223 |
| PUBLICLY TRADED SECURITIES - DONATED | DONATED | $124,790 | $327 | $0 | $124,463 |
| PUBLICLY TRADED SECURITIES - DONATED | DONATED | $6,534 | $17 | $0 | $6,517 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FOOTNOTE | FORM 990-PF, PART VIII, LINE 1 | GREGORY 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 CHARITY | 990-PF, PART I, LINE 6A, COLUMN A | UNDER 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)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY CLASS A COMMON STOCK | $31,807 | $12,263,600 |
| BERKSHIRE HATHAWAY CLASS B COMMON STOCK | $682 | $263,420 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEXTER ENTERPRISES, INC. | $58,128 | $5,000 | $53,128 |
| CHARITABLE CONSULTING SERVICES | $46,565 | $0 | $46,565 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CURRENT YEAR FEDERAL NET INVESTMENT INCOME TAX ESTIMATE | $3,600 | $0 | $0 |
| PRIOR YEAR FEDERAL NET INVESTMENT INCOME TAX BALANCE DUE | $234 | $0 | $0 |
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