PETER ALFOND FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PETER ALFOND FOUNDATION (EIN 22-3267949)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201231359349100028
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T08:51:05-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-07 | 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 | 2012-05-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 9234287 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 25 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 25 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 387369 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 389111 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 143464 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 387394 | TotalRevenueAndExpenses |
| Total Net Investment Income | 143489 | 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 | 1490 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1490 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 86026 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 10000 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 76026 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8261 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 95777 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10000 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 77516 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 423462 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 423462 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 519239 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10000 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 500978 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -131845 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 133489 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 114634 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | -15470 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | -15470 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 43093 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 41352 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 9249757 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 157727 | TotalAssetsBOY |
| Total Assets EOY | 25882 | TotalAssetsEOY |
| Total Assets EOYFMV | 9234287 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 157727 | CapitalStockBOY |
| Capital Stock EOY | 25882 | 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 | 157727 | TotalNetAssetsBOY |
| Total Net Assets EOY | 25882 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 157727 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 25882 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 157727 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -131845 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 25882 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 25882 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 1 SH BERKSHIRE HATHAWAY INC CL A | 1993-11-07 | 2011-06-20 | 113448 | 513 | 112935 | 112935 |
| 390 SH BERKSHIRE HATHAWAY DEL CL B | 1993-11-07 | 2011-12-06 | 30663 | 134 | 30529 | 30529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 143464 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 431037 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10188485 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042306 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 389769 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8479394 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045967 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 592071 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11629418 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050911 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 636848 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11764771 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054132 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 571083 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10132254 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.056363 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249679 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049936 | AverageDistributionRatio |
| Net Noncharitable Assets | 9711848 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 484971 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1335 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 486306 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 500978 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1335 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1335 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1335 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2781 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2781 | TotalCreditsAndPayments |
| Overpayment | 1446 | Overpayment |
| Amount Credited To Next Year | 1446 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 59518 | 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 | 9859074 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 670 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9859744 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9859744 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 147896 | CashDeemedCharitable |
| Net Noncharitable Assets | 9711848 | NetNoncharitableAssets |
| Minimum Investment Return | 485592 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 485592 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1335 | TaxBasedOnInvestmentIncome |
| Total Tax | 1335 | TotalTax |
| Distributable Amount Before Adj | 484257 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 484257 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 484257 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 500978 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 500978 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1335 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 499643 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 484257 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 422274 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 500978 | QualifyingDistributions |
| Applied To Year1 | 422274 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 78704 | 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 | 405553 | 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 (33 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 |
|---|---|---|---|---|---|---|---|---|
| COLBY COLLEGE | ||||||||
| 4800 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | 501C3-509A1 PUBLIC C | ALFOND LUNDER PAVILLION | $25,000 | |
| COLLEGE OF THE HOLY CROSS | ||||||||
| 1 COLLEGE STREET | WORCESTER | MA | 01610 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $100 | |
| EAGLEBROOK SCHOOL | ||||||||
| PINE NOOK ROAD | DEERFIELD | MA | 01342 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $3,000 | |
| FRIENDS OF THE CHILDREN - PORTLAND | ||||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $5,000 | |
| GOVERNOR DUMMER ACADEMY | ||||||||
| 1 ELM STREET | BYFIELD | MA | 01922 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $5,000 | |
| JANE STERN DORADO COMMUNITY LIBRARY INC | ||||||||
| PO BOX 609 | DORADO | PR | 00646 | NONE | 501C3-509A1 PUBLIC C | SUMMER PROGRAM ACTIVITIES | $5,000 | |
| JERSEY CITY FREE PUBLIC LIBRARY | ||||||||
| 472 JERSEY AVE | JERSEY CITY | NJ | 07302 | NONE | 170C1 GVMT | CHILDREN'S BOOKS | $200 | |
| KENTS HILL SCHOOL | ||||||||
| PO BOX 257 1614 MAIN STREET | KENTS HILL | ME | 04349 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $40,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN PALM BEACH SECTION | ||||||||
| PO BOX 540414 | GREENACRES | FL | 33454 | NONE | 501C3-509A1 PUBLIC C | KIDS COMMUNITY CLOSET | $2,500 | |
| NORTHFIELD MOUNT HERMON SCHOOL | ||||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | NONE | 501C3-509A1 PUBLIC C | FARM ENDOWMENT | $5,000 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND I | $10,170 | |
| 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 | SAM LAWRENCE FUND | $1,000 | |
| ROLLINS COLLEGE | ||||||||
| 100 HOLT AVENUE | WINTER PARK | FL | 327894499 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $8,000 | |
| ST LOUIS PUBLIC LIBRARY FOUNDATION | ||||||||
| 1415 OLIVE STREET | ST LOUIS | MO | 63103 | NONE | 501C3-509A1 PUBLIC C | CHILDREN'S BOOKS | $100 | |
| STERLING COLLEGE | ||||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $5,000 | |
| 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 MAINE FOUNDATION | ||||||||
| TWO ALUMNI PLACE | ORONO | ME | 04469 | NONE | 501C3-509A1 PUBLIC C | LORING/JACOBSON SCHOLARSHIP | $1,000 | |
| WORLD LEARNING INC | ||||||||
| KIPLING RD PO BOX 676 | BRATTLEBORO | VT | 05302 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $2,000 | |
| COMERCIANTES UNIDOS PARA EL DESARROLLO COMUNITARIO DE CAMUY | ||||||||
| PO BOX 945 | CAMUY | PR | 00627 | NONE | 501C3 | UNRESTRICTED | $400 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | NONE | 501C3-509A1 PUBLIC C | MARATHON BARR PROGRAM | $500 | |
| GERSON INSTITUTE | ||||||||
| 3844 ADAMS AVE | SAN DIEGO | CA | 92116 | NONE | 501C3-509A2 1/3 GROS | UNRESTRICTED | $5,000 | |
| KRIPALU CENTER | ||||||||
| PO BOX 793 | LENOX | MA | 01240 | NONE | 501C3-509A1 PUBLIC C | 25TH ANNIVERSARY CAPITAL CHALLENGE | $200,782 | |
| MAINEGENERAL MEDICAL CENTER | ||||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $10,150 | |
| MAINEGENERAL MEDICAL CENTER | ||||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | ERVIN PEDIATRIC CENTER | $1,000 | |
| MAINEGENERAL MEDICAL CENTER | ||||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $500 | |
| BELGRADE LAKES ASSOCIATION | ||||||||
| PO BOX 551 | BELGRADE LAKES | ME | 04918 | NONE | 501C3-509A1 PUBLIC C | DOCKS TO DOORWAYS | $45,000 | |
| THE JEWISH NATIONAL FUND | ||||||||
| 77 FRANKLIN ST SUITE 514 | BOSTON | MA | 02110 | NONE | 501C3-509A1 PUBLIC C | FORESTRY AND ECOLOGY PROGRAM | $250 | |
| NATIONAL ALLIANCE OF FAMILIES | ||||||||
| 2528 POLY DRIVE | BILLINGS | MT | 59102 | NONE | 501C3-509A2 1/3 GROS | UNRESTRICTED | $100 | |
| WATERVILLE OPERA HOUSE IMPROVEMENT ASSOCIATION | ||||||||
| 93 MAIN STREET 3RD FLOOR | WATERVILLE | ME | 04901 | NONE | 501C3-509A2 1/3 GROS | TAKE A SEAT | $4,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION KENNEBEC VALLEY | ||||||||
| 33 WINTHROP STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | DEDICATION PLEDGE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 423462 | 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 II | $9,900 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND III | $19,800 | |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND IV | $29,700 | |
| UNA-USA PUERTO RICO | ||||||||
| B 5 TABONUCO STREET SUITE 216 PMB | GUAYNABO | PR | 00968 | NONE | 501C3-509A1 PUBLIC C | MODEL U.N. PROGRAM | $9,030 | 110 |
| KRIPALU CENTER | ||||||||
| PO BOX 793 | LENOX | MA | 01240 | NONE | 501C3-509A1 PUBLIC C | 25TH ANNIVERSARY CAPITAL CHALLENGE | $399,071 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 467501 | 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 | $25 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $387,369 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $387,394 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 387394 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | Category |
| Amount | $1,490 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1490 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERKSHIRE HATHAWAY 1 CLASS A & 1,850 CLASS B SHARES DONATED | Name |
| How Acquired | DONATED | HowAcquired |
| Gross Sales Price | 245000 | GrossSalesPrice |
| Basis | 1095 | Basis |
| Sales Expense | 0 | SalesExpense |
| Total Net | 243905 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 80 SH BERKSHIRE HATHAWAY-CL A | 41041 | 9180400 |
| 909 SH BERKSHIRE HATHAWAY-CL B | 311 | 69357 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DEXTER ENTERPRISES, INC. | $59,518 | 10000 | 49518 |
| JUANMA GARCIA CONSULTING | $26,508 | 0 | 26508 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CURRENT YEAR FEDERAL NET INVESTMENT INCOME TAX ESTIMATE | $5,480 | 0 | 0 |
| PRIOR YEAR FEDERAL NET INVESTMENT INCOME TAX BALANCE DUE | $2,781 | 0 | 0 |
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