PETER ALFOND FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PETER ALFOND FOUNDATION (EIN 22-3267949)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201441359349101644
- Schema version
- 2013v3.0
- 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
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T12:39:16-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 130 MIDDLE STREET | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 041120445 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O DEXTER ENTERPRISES INC | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY W POWELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2078287999 | PhoneNum |
| Signature | 2014-05-12 | 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 | 2014-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,124,430 | 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 | $511,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $512,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $163,065 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $511,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,065 | 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 | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,161 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $82,161 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,541 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,761 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $414,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $414,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $510,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $501,171 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,065 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,390 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $39,353 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,820 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,115,040 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $46,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,124,430 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $46,727 | CapitalStockBOYAmt |
| Capital Stock EOY | $47,210 | 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 | $46,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,210 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $483 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,210 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,210 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1481 SHRS BERSHIRE HATHAWAY CL B | PropertyDesc |
| Acquired | 1993-11-07 | AcquiredDt |
| Gross Sales Price | $163,572 | GrossSalesPriceAmt |
| Cost Or Other Basis | $507 | CostOrOtherBasisAmt |
| Gain Or Loss | $163,065 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $163,065 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $163,065 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $482,607 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,826,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049111 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $499,643 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,711,848 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051447 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $431,037 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,188,485 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042306 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $389,769 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,479,394 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045967 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $592,071 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,629,418 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050911 | DistributionYr5Rt |
| Total Distribution | 0.239742 | TotalDistributionRt |
| Average Distribution | 0.047948 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,271,214 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $588,380 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,581 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $589,961 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $501,171 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,161 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,161 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,161 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $161 | TaxDueAmt |
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 | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| WILLIAM ALFOND | ||||||||
| C/O DEXTER ENT TWO MONUMENT SQUARE | PORTLAND | ME | 04101 | TRUSTEE | 0.75 | $0 | $0 | $0 |
| GREGORY POWELL SEE FOOTNOTE | ||||||||
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MONUMENT SQ | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT & GRANT ADMINISTRATION | ServiceTypeTxt |
| Compensation | $60,637 | 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 | $12,455,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,458,085 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,458,085 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,271,214 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $613,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $613,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,161 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,161 | TotalTaxAmt |
| Distributable Before Adj | $610,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $610,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $610,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $501,171 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $501,171 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $501,171 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $610,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $408,320 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $501,171 | QualifyingDistributionsAmt |
| Applied To Year1 | $408,320 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,851 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $517,549 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF NEOT KEDIMIM | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | TREE PLANTING IN ISRAEL | $250 | |
| BAYPATH HUMANE SOCIETY | ||||||||
| 5 RAFFERTY ROAD | HOPKINTON | MA | 01748 | NONE | PC | UNRESTRICTED | $250 | |
| BRING CHANGE TO MIND | ||||||||
| 1265 BATTERY ST 5TH FL | SAN FRANCISCO | CA | 94111 | NONE | PC | ANNUAL FUND | $5,000 | |
| COMERCIANTES UNIDOS PARA EL DESARROLLO COMUNITARIO DE CAMUY | ||||||||
| PO BOX 945 | CAMUY | PR | 00627 | NONE | PC | UNRESTRICTED | $500 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | NONE | PC | UNRESTRICTED | $250 | |
| EAGLEBROOK SCHOOL | ||||||||
| PINE NOOK ROAD | DEERFIELD | MA | 01342 | NONE | PC | ANNUAL FUND | $3,000 | |
| FUNDACION PRO DEPARTMENTO DE PEDIATRIA ONCOLOGICA DEL HOSPITAL | ||||||||
| PO BOX 1966 FERNANDEZ JUNCO STATION | SAN JUAN | PR | 00910 | NONE | PC | UNRESTRICTED | $500 | |
| GOVERNOR DUMMER ACADEMY | ||||||||
| 1 ELM STREET | BYFIELD | MA | 01922 | NONE | PC | ANNUAL FUND | $5,000 | |
| HOGAR RUTH PARA MUJERES MALTRATAAS | ||||||||
| PO BOX 538 | BEGA ALTA | PR | 00692 | NONE | PC | MEDICATION FUND | $100 | |
| HOSPICE VOLUNTEERS OF WATERVILLE AREA | ||||||||
| 304 MAIN ST PO BOX 200 | WATERVILLE | ME | 04901 | NONE | PC | UNRESTRICTED | $1,000 | |
| KENNEBEC VALLEY HUMANE SOCIETY | ||||||||
| 10 PET HAVEN LANE | AUGUSTA | ME | 04330 | NONE | PC | UNRESTRICTED | $400 | |
| MAINE FILM CENTER | ||||||||
| 177 MAIN STREET | WATERVILLE | ME | 04901 | NONE | PC | CAPITAL CAMPAIGN | $35,000 | |
| MAINEGENERAL MEDICAL CENTER | ||||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | PC | HEALTHY LIVING RESOURCE CENTER | $265,000 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | PC | SCHOLARSHIP FUND V | $9,900 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | PC | SCHOLARSHIP FUND III | $9,900 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | PC | SCHOLARSHIP FUND IV | $9,900 | |
| ROLLINS COLLEGE | ||||||||
| 100 HOLT AVENUE | WINTER PARK | FL | 327894499 | NONE | PC | ANNUAL FUND | $8,000 | |
| STERLING COLLEGE | ||||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | NONE | PC | ANNUAL FUND CHALLENGE | $50,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | UNRESTRICTED | $5,000 | |
| UNA-USA PUERTO RICO | ||||||||
| B 5 TABONUCO STREET SUITE 216 PMB | GUAYNABO | PR | 00968 | NONE | PC | MODEL U.N. PROGRAM | $3,010 | 110 |
| WATERVILLE HISTORICAL SOCIETY | ||||||||
| 62 SILVER STREET | WATERVILLE | ME | 04901 | NONE | PC | UNRESTRICTED | $250 | |
| WOMEN'S LUNCH PLACE | ||||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PC | UNRESTRICTED | $200 | |
| WORLD LEARNING INC | ||||||||
| KIPLING RD PO BOX 676 | BRATTLEBORO | VT | 05302 | NONE | PC | ANNUAL FUND | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $414,410 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| MAINEGENERAL MEDICAL CENTER | ||||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | PC | HEALTHY LIVING RESOURCE CENTER | $3,200,000 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | PC | SCHOLARSHIP FUND IV | $9,900 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | PC | SCHOLARSHIP FUND V | $29,700 | |
| STERLING COLLEGE | ||||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | NONE | PC | CENTER FOR SUSTAINABLE AGRICULTURE | $150,000 | |
| UNA-USA PUERTO RICO | ||||||||
| B 5 TABONUCO STREET SUITE 216 PMB | GUAYNABO | PR | 00968 | NONE | PC | MODEL U.N. | $3,010 | 110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,392,610 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $511,195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $511,195 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $511,195 | 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 | $1,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | 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 (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| 1 SHR BERKSHIRE HATHAWAY CL A | DONATED | $177,490 | $513 | $0 | $176,977 |
| 1501 SHRS BERKSHIRE HATHAWAY CL B | DONATED | $171,666 | $513 | $0 | $171,153 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FOOTNOTE | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | 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. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 72 SHRS BERKSHIRE HATHAWAY-CL A | $36,937 | $12,808,800 |
| 2583 SHRS BERKSHIRE HATHAWAY-CL B | $883 | $306,240 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Revenue And Expenses Per Books | $3,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEXTER ENTERPRISES, INC. | $60,637 | $5,000 | $55,637 |
| JUANMA GARCIA CONSULTING | $26,524 | $0 | $26,524 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CURRENT YEAR FEDERAL NET INVESTMENT INCOME TAX ESTIMATE | $3,000 | $0 | $0 |
| PRIOR YEAR FEDERAL NET INVESTMENT INCOME TAX BALANCE DUE | $1,541 | $0 | $0 |
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