PETER ALFOND FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PETER ALFOND FOUNDATION (EIN 22-3267949)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201141369349101319
- Schema version
- 2010v3.2
- 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
- Expenditure Responsibility Stmt
- 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 | 2011-05-16T09:47:15-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL P DOIRON | Name |
| Phone | 2077721981 | Phone |
| Date Prepared | 2011-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 10232434 | 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 |
| Net Gain Sale Assets Rev And Expnss | 549184 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 551595 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 283059 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 549184 | TotalRevenueAndExpenses |
| Total Net Investment Income | 283059 | 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 | 1465 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1465 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 66252 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 10000 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 56252 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3573 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 71290 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10000 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 57717 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 373320 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 373320 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 444610 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10000 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 431037 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 104574 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 273059 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 7649 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 114634 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 114634 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 45504 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 43093 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10117800 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 53153 | TotalAssetsBOY |
| Total Assets EOY | 157727 | TotalAssetsEOY |
| Total Assets EOYFMV | 10232434 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 53153 | CapitalStockBOY |
| Capital Stock EOY | 157727 | 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 | 53153 | TotalNetAssetsBOY |
| Total Net Assets EOY | 157727 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 53153 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 157727 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 53153 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 104574 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 157727 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 157727 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| 2 SH BERKSHIRE HATHAWAY CL A | 234560 | 1026 | 233534 | 233534 |
| 259 SH BERKSHIRE HATHAWAY CL B | 49764 | 239 | 49525 | 49525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 283059 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 389769 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8479394 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045967 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 592071 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11629418 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050911 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 636848 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11764771 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054132 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 571083 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10132254 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.056363 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 514614 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9621745 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053484 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.260857 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052171 | AverageDistributionRatio |
| Net Noncharitable Assets | 10188485 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 531543 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2731 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 534274 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 431037 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5461 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5461 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5461 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2680 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2680 | TotalCreditsAndPayments |
| Tax Due | 2781 | 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 | 1 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 1 | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | 1 | MaintExpendResponsibility |
| 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 | ||||||||
| 14 OTIS PLACE | BOSTON | MA | 02108 | 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 | 57497 | 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 | 10301182 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 42458 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10343640 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10343640 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 155155 | CashDeemedCharitable |
| Net Noncharitable Assets | 10188485 | NetNoncharitableAssets |
| Minimum Investment Return | 509424 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 509424 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5461 | TaxBasedOnInvestmentIncome |
| Total Tax | 5461 | TotalTax |
| Distributable Amount Before Adj | 503963 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 503963 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 503963 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 431037 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 431037 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 431037 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 503963 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 349348 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 431037 | QualifyingDistributions |
| Applied To Year1 | 349348 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 81689 | 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 | 422274 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACCELERATED CURE PROJECT | |||||||
| 300 FIFTH AVENUE | WALTHAM | MA | 02451 | NONE | 501C3-509A2 1/3 GR R | MS GLOBAL RIDE | $400 |
| MAINE GENERAL MEDICAL CENTER | |||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | CANCER CENTER | $35,000 |
| WASHINGTON DC CENTER ON AGING | |||||||
| 10225 MONTGOMERY AVENUE | KENSINGTON | MD | 20895 | NONE | 501C3-509A1 PUBLIC C | LEVINE LEGACY PROJECT | $500 |
| KRIPALU YOGA FELLOWSHIP | |||||||
| PO BOX 793 | LENOX | MA | 01240 | NONE | 501C3-509A1 PUBLIC C | 25TH ANNIVERSARY CAPITAL CHALLENGE | $200,000 |
| MAINE GENERAL MEDICAL CENTER | |||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | CANCER CENTER | $100 |
| 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 |
| EDUCARE CENTRAL MAINE | |||||||
| 97 WATER STREET | WATERVILLE | ME | 04901 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $500 |
| EDUCARE CENTRAL MAINE | |||||||
| 97 WATER STREET | WATERVILLE | ME | 04901 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $300 |
| GOVERNOR DUMMER ACADEMY | |||||||
| 1 ELM STREET | BYFIELD | MA | 01922 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $1,500 |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| 1 LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $200 |
| PUERTO RICO COMMUNITY FOUNDATION | |||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND III | $9,900 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 32789 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $8,000 |
| WORLD LEARNING INC | |||||||
| PO BOX 676 KIPLING ROAD | BRATTLEBORO | VT | 05302 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $2,000 |
| DEXTER HEALTH CARE | |||||||
| 64 PARK STREET | DEXTER | ME | 04930 | NONE | EXPNDTR RESP ATTACHE | PATIENT ACTIVITY FUND | $500 |
| MAINE GENERAL MEDICAL CENTER | |||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $73,000 |
| MAINE GENERAL MEDICAL CENTER | |||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $3,100 |
| MAINE GENERAL MEDICAL CENTER | |||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $3,500 |
| BARRINGTON STAGE COMPANY | |||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $700 |
| COMERCIANTES UNIDOS PARA EL DESARROLLO COMUNITARIO DE CAMUY | |||||||
| PO BOX 945 | CAMUY | PR | 00627 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $200 |
| MUSEO DE ARTE DE PUERTO RICO | |||||||
| PO BOX 41209 | SAN JUAN | PR | 00940 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $100 |
| ONE REVOLUTION FOUNDATION | |||||||
| PO BOX 981748 | PARK CITY | UT | 84098 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $500 |
| PORTLAND TRAILS | |||||||
| 305 COMMERCIAL STREET | PORTLAND | ME | 04101 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $2,000 |
| PUERTO RICO COMMUNITY FOUNDATION | |||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | PR CHARITIES PROJECT | $11,000 |
| WATERVILLE HISTORICAL SOCIETY | |||||||
| 62 SILVER STREET | WATERVILLE | ME | 04901 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 373320 | 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 |
|---|---|---|---|---|---|---|---|
| KRIPALU YOGA FELLOWSHIP | |||||||
| PO BOX 793 | LENOX | MA | 01240 | NONE | 501C3-509A1 PUBLIC C | 25TH ANNIVERSARY CAPITAL CHALLENGE | $599,853 |
| PUERTO RICO COMMUNITY FOUNDATION | |||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND I | $10,170 |
| YOUNG MEN'S CHRISTIAN ASSOCIATION | |||||||
| 33 WINTHROP STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | DEDICATION PLEDGE | $5,000 |
| PUERTO RICO COMMUNITY FOUNDATION | |||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND II | $19,800 |
| PUERTO RICO COMMUNITY FOUNDATION | |||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 00909 | NONE | 501C3-509A1 PUBLIC C | SCHOLARSHIP FUND III | $29,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 664523 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $549,184 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $549,184 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 549184 | 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 | $1,465 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1465 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEXTER HEALTH CARE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 PARK STREET | AddressLine1 |
| City | DEXTER | City |
| State | ME | State |
| ZIP Code | 04930 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Date | 2010-03-10 | GrantDate |
| Grant | $500 | GrantAmount |
| Grant Purpose | FOR DEXTER HEALTH CARE'S HOSPITALITY ACCOUNT WHICH ASSISTS WITH PROVIDING ACTIVITIES TO IMPROVE THE MENTAL HEALTH, WELL-BEING AND QUALITY OF LIFE OF THE ELDERLY RESIDENTS. | GrantPurpose |
| Amount Expended By Grantee | 500 | AmountExpendedByGrantee |
| Any Diversion By Grantee | TO THE BEST OF THE GRANTOR'S KNOWLEDGE, THERE WERE NO DIVERTED FUNDS. | AnyDiversionByGrantee |
| Dates Of Reports By Grantee | APRIL 6, 2010 | DatesOfReportsByGrantee |
| Results Of Verification | THE GRANTOR VERIFIED DEXTER HEALTH CARE PROVIDES TREATMENT AND HOUSING FOR ELDERLY PERSONS IN NEED OF LONG TERM NURSING CARE. DEXTER HEALTH CARE IS A MEMBER OF THE EASTERN MAINE HEALTHCARE SYSTEM; HOWEVER, IT IS A FOR-PROFIT ENTITY. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. | ResultsOfVerification |
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 | 267271 | GrossSalesPrice |
| Basis | 1146 | Basis |
| Sales Expense | 0 | SalesExpense |
| Total Net | 266125 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 84 SH BERKSHIRE HATHAWAY-CL A | 43093 | 10117800 |
| 0 SH BERKSHIRE HATHAWAY-CL B | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DEXTER ENTERPRISES, INC. | $57,497 | 10000 | 47497 |
| ADMINISTRATION FEES | $8,755 | 0 | 8755 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CURRENT YEAR ESTIMATED TAX PAYMENT | $2,680 | 0 | 0 |
| PRIOR YEAR BALANCE DUE | $893 | 0 | 0 |
Comments