PETER ALFOND FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PETER ALFOND FOUNDATION (EIN 22-3267949)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201321339349100147
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T15:44:17-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010448006 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223267949 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | PETE | NameControl |
| Phone | 2078287999 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY W POWELL | Name |
| Title | TRUSTEE | Title |
| Phone | 2078287999 | Phone |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL P DOIRON | Name |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | Phone |
| Date Prepared | 2013-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10291465 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 502726 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 504725 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 303699 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2709 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 10 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 511439 | TotalRevenueAndExpenses |
| Total Net Investment Income | 303713 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1550 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1550 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 81834 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5000 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 76834 | OtherProfFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 83384 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5000 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 78384 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 407210 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 407210 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 490594 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5000 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 485594 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 20845 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 298713 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | -15470 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7374 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7374 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 41352 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 39353 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10284091 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 25882 | TotalAssetsBOY |
| Total Assets EOY | 46727 | TotalAssetsEOY |
| Total Assets EOYFMV | 10291465 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 25882 | CapitalStockBOY |
| Capital Stock EOY | 46727 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 25882 | TotalNetAssetsBOY |
| Total Net Assets EOY | 46727 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 25882 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 46727 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 25882 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 20845 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 46727 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 46727 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|
| 3557 SHS BERKSHIRE HATHAWAY CL B | 1993-11-07 | 304563 | 1217 | 303346 | 303346 | |
| COMMISSION REBATE | 353 | 353 | 353 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 303699 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 499643 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9711848 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051447 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 431037 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10188485 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042306 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 389769 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8479394 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045967 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 592071 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11629418 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050911 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 636848 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11764771 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054132 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.244763 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048953 | AverageDistributionRatio |
| Net Noncharitable Assets | 9826951 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 481059 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2987 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 484046 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 485594 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2987 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2987 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2987 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1446 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1446 | TotalCreditsAndPayments |
| Tax Due | 1541 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | ME | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DEXTER ENTERPRISES INC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2078287999 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
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) |
|---|---|---|
| Type Of Service | INVESTMENT & GRANT ADMINISTRATION | TypeOfService |
| Compensation | 55325 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9975664 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 936 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9976600 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9976600 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 149649 | CashDeemedCharitable |
| Net Noncharitable Assets | 9826951 | NetNoncharitableAssets |
| Minimum Investment Return | 491348 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 491348 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2987 | TaxBasedOnInvestmentIncome |
| Total Tax | 2987 | TotalTax |
| Distributable Amount Before Adj | 488361 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 488361 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 488361 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 485594 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 485594 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2987 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 482607 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 488361 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 405553 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 485594 | QualifyingDistributions |
| Applied To Year1 | 405553 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 80041 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 408320 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER G ALFOND | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| EAGLEBROOK SCHOOL | ||||||||
| PINE NOOK ROAD | DEERFIELD | MA | 01342 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $3,000 | |
| GOVERNOR DUMMER ACADEMY | ||||||||
| 1 ELM STREET | BYFIELD | MA | 01922 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $5,000 | |
| KRIPALU CENTER | ||||||||
| PO BOX 793 | LENOX | MA | 01240 | NONE | 501C3-509A1 PUBLIC C | 25TH ANNIVERSARY CAPITAL CHALLENGE | $199,810 | |
| MAINEGENERAL MEDICAL CENTER | ||||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $38,000 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND II | $9,900 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND III | $9,900 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND IV | $9,900 | |
| ROLLINS COLLEGE | ||||||||
| 100 HOLT AVENUE | WINTER PARK | FL | 327894499 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $8,000 | |
| WORLD LEARNING INC | ||||||||
| KIPLING RD PO BOX 676 | BRATTLEBORO | VT | 05302 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $2,000 | |
| KRIPALU CENTER | ||||||||
| PO BOX 793 | LENOX | MA | 01240 | NONE | 501C3-509A1 PUBLIC C | 25TH ANNIVERSARY CAPITAL CHALLENGE | $190 | |
| UNA-USA PUERTO RICO | ||||||||
| B 5 TABONUCO STREET SUITE 216 PMB | GUAYNABO | PR | 00968 | NONE | 501C3-509A1 PUBLIC C | MODEL U.N. PROGRAM | $3,010 | 110 |
| UNIVERSITY OF MA GRADUATE SCHOOL OF POLICY STUDIES | ||||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 021253393 | NONE | 501C3-509A1 PUBLIC C | POLLY LOGAN FUND | $500 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $1,000 | |
| MAINE FILM CENTER | ||||||||
| 177 MAIN STREET | WATERVILLE | ME | 04901 | NONE | 501C3-509A1 PUBLIC C | CAPITAL CAMPAIGN | $115,000 | |
| MAINE CHILDRENS HOME FOR LITTLE WANDERERS | ||||||||
| 93 SILVER STREET | WATERVILLE | ME | 04901 | NONE | 501C3-509A1 PUBLIC C | CHRISTMAS PROJECT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 407210 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND III | $9,900 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND IV | $19,800 | |
| UNA-USA PUERTO RICO | ||||||||
| B 5 TABONUCO STREET SUITE 216 PMB | GUAYNABO | PR | 00968 | NONE | 501C3-509A1 PUBLIC C | MODEL U.N. | $6,020 | 110 |
| KRIPALU CENTER | ||||||||
| PO BOX 793 | LENOX | MA | 01240 | NONE | 501C3-509A1 PUBLIC C | 25TH ANNIVERSARY CAPITAL CHALLENGE | $199,853 | |
| MAINE FILM CENTER | ||||||||
| 177 MAIN STREET | WATERVILLE | ME | 04901 | NONE | 501C3-509A1 PUBLIC C | CAPITAL CAMPAIGN | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 270573 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,709 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $502,726 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $505,439 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 505439 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | PETER ALFOND CO DEXTER ENTERPRISES | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MONUMENT SQUARE | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 6000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | Category |
| Amount | $1,550 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1550 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | BasisBasis | Sales ExpenseSalesExpense | Total NetTotalNet |
|---|---|---|---|---|---|
| 1 SH BERKSHIRE HATHAWAY CL A | DONATED | 134060 | 513 | 0 | 133547 |
| 787 SHS BERKSHIRE HATHWAY CL B | DONATED | 65749 | 269 | 0 | 65480 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHARITABLE DISTRIBUTION OF PROPERTY | 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 IN NOT TAXABLE; THEREFORE, THE PROPERTY DISTRIBUTION IS EXCLUDED FROM NET INVESTMENT INCOME, LINE 7, COLUMN (B). |
| GROSS SALES INCLUDES CHARITABLE DISTRIBUTION | 990-PF, PART I, LINE 6B | THE GROSS SALES PRICE INCLUDES THE FAIR MARKET VALUE OF PROPERTY DISTRIBUTED FOR CHARITABLE PURPOSES UNDER SECTION 170(C)(1) OR (2)(B) AND INCLUDED ON PART I, LINE 6A, COLUMN (A). |
| CHARITABLE DISTRIBUTION DETAIL | FORM 990-PF, PART I, LINE 25, COLUMN A | ON DECEMBER 7, 2012, THE FOUNDATION DISTRIBUTED 787 SHARES OF BERKSHIRE HATHAWAY COMMON STOCK CLASS B TO KRIPALU CENTER. THE GIFTED PROPERTY HAD A BOOK VALUE OF $270 AND A FAIR MARKET VALUE OF $65,750.ON DECEMBER 7, 2012, THE FOUNDATION DISTRIBUTED 1 SHARE OF BERKSHIRE HATHAWAY COMMON STOCK CLASS A TO KRIPALU CENTER. THE GIFTED PROPERTY HAD A BOOK VALUE OF $513 AND A FAIR MARKET VALUE OF $134,060. |
| 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. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 76 SH BERKSHIRE HATHAWAY-CL A | 38989 | 10188560 |
| 1065 SH BERKSHIRE HATHAWAY-CL B | 364 | 95531 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| MISC INCOME | 10 | 10 | 10 |
| FEDERAL INCOME TAX REFUND | 2699 | 0 | 2699 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DEXTER ENTERPRISES, INC. | $55,325 | 5000 | 50325 |
| JUANMA GARCIA CONSULTING | $26,509 | 0 | 26509 |
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