ACORN FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: ACORN FOUNDATION (EIN 04-3201916)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-13
IRS object ID: 201703179349100710
Schema version: 2016v3.0
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
Schedule B
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
General Explanation Attachment
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-13T07:51:07-06:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	010448006	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ALBIN RANDALL & BENNETT	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 445 130 MIDDLE STREET	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	041120445	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	043201916	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ACORN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ACOR	BusinessNameControlTxt
Phone	2078287999	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 CHESTNUT STREET	AddressLine1Txt
City	WESTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02193	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BARBARA ALFOND	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2078287999	PhoneNum
Signature	2017-11-01	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	2017-11-01	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	69.49.137.50	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-11-01	IPDt
IP Tm	06:21:37	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	A8E483F731AB2FBA53C82B053C53CCBC477E4504	AtSubmissionCreationDeviceId
At Submission Filing Device Id	A8E483F731AB2FBA53C82B053C53CCBC477E4504	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,310,799	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$937,500	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$7,455	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$7,455	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$104,162	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$104,162	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,763,311	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,055,303	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,088,079	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,812,428	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,199,696	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
Legal Fees Rev And Expnss	$7,992	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$3,996	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$3,996	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,700	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,850	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,850	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$27,130	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$6,782	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$20,348	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$9,718	InterestRevAndExpnssAmt
Interest Net Invst Incm	$0	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$8,609	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,506	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$41,300	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$39,647	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$70	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$98,449	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$54,781	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$26,264	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,270,818	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,270,818	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,369,267	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$54,781	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,297,082	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$556,839	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,144,915	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$158,416	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$298,273	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$298,273	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$6,242,571	CorporateStockBOYAmt
Corporate Stock EOY	$4,099,839	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,012,526	CorporateStockEOYFMVAmt
Total Assets BOY	$6,400,987	TotalAssetsBOYAmt
Total Assets EOY	$4,398,112	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,310,799	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$1,446,036	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$1,446,036	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$4,954,951	CapitalStockBOYAmt
Capital Stock EOY	$4,398,112	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	$4,954,951	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,398,112	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,400,987	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,398,112	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,954,951	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$556,839	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$4,398,112	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$4,398,112	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt
PUBLICLY TRADED SECURITIES	$211,351	$130,097	$81,254	$81,254
PINK ORCHID PAINTING BY M.J. HEADE	$2,000,000	$1,137,500	$862,500	$862,500	D	1997-08-18	2016-03-28
DEXTER US EQUITY TE LLC	$37,736		$37,736	$37,736	P
DEXTER US EQUITY TE LLC	$80,896		$80,896	$80,896	P
DEXTER GLOBAL EQUITY TE LLC	$25,693		$25,693	$25,693	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,088,079	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$3,098,107	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$8,248,359	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.375603	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$3,665,440	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$10,025,904	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.365597	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$3,505,702	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$11,020,349	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.318112	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$2,441,206	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$9,711,138	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.251382	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$789,742	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$6,651,186	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.118737	DistributionYr5Rt
Total Distribution	1.429431	TotalDistributionRt
Average Distribution	0.285886	AverageDistributionRt
Net Vl Noncharitable Assets	$7,018,110	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,006,379	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$11,449	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,017,828	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$3,297,082	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$11,449	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$11,449	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$11,449	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,320	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$9,000	AppliedToEsTaxAmt
Total Payments And Credits	$14,320	TotalPaymentsAndCreditsAmt
Overpayment	$2,871	OverpaymentAmt
Applied To ES Tax	$2,871	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	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	TWO MONUMENT SQUARE	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04101	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA ALFOND
1 CHESTNUT STREET	WESTON	MA	02193	TRUSTEE	7.50	$0	$0	$0
THEODORE B ALFOND
1 CHESTNUT STREET	WESTON	MA	02193	TRUSTEE	10.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
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
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,781,383	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$343,602	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,124,985	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,124,985	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$106,875	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,018,110	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$350,906	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$350,906	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$11,449	TaxBasedOnInvestmentIncomeAmt
Total Tax	$11,449	TotalTaxAmt
Distributable Before Adj	$339,457	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$339,457	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$339,457	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,297,082	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,297,082	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$11,449	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$3,285,633	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$339,457	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$457,183	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,964,301	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,958,393	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$3,173,169	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,693,945	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$11,246,991	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,297,082	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$339,457	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,957,625	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$14,204,616	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$457,183	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$13,747,433	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,964,301	ExcessFromYear4Amt
Excess From Year3	$2,958,393	ExcessFromYear3Amt
Excess From Year2	$3,173,169	ExcessFromYear2Amt
Excess From Year1	$2,693,945	ExcessFromYear1Amt
Excess From Current Year	$2,957,625	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	THEODORE B ALFOND	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COASTAL MAINE BOTANICAL GARDENS
PO BOX 234	BOOTHBAY	ME	04537	PC	GARDENS AGLOW	$25,000
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC
126 HIGH STREET	BOSTON	MA	021102700	PC	UNRESTRICTED	$5,000
EMERALD NECKLACE CONSERVANCY
2 BROOKLINE PLACE	BROOKLINE	MA	02445	PC	UNRESTRICTED	$750
FRIENDS OF BELGRADE LAKES VILLAGE
PO BOX 331	BELGRADE LAKES	ME	04918	PC	VILLAGE ENHANCEMENT	$10,000
KENTS HILL SCHOOL
1614 MAIN STREET PO BOX 257	KENTS HILL	ME	043490257	PC	ANNUAL FUND	$20,000
KENTS HILL SCHOOL
1614 MAIN STREET PO BOX 257	KENTS HILL	ME	043490257	PC	MARKETING	$40,000
KENTS HILL SCHOOL
1614 MAIN STREET PO BOX 257	KENTS HILL	ME	043490257	PC	DINING HALL	$229,000
KENTS HILL SCHOOL
1614 MAIN STREET PO BOX 257	KENTS HILL	ME	043490257	PC	DINING HALL AND ANNUAL FUND	$269,770
MAINE FARMLAND TRUST
97 MAIN STREET	BELFAST	ME	04915	PC	UNRESTRICTED	$500
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET	BOSTON	MA	02114	PC	DYSTONIA RESEARCH	$59,864
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	021155523	PC	KRUSHENICK PRINTS	$194,048
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	021155523	PC	SMFA MEDICCI	$3,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	021155523	PC	CHAIRMAN'S CIRCLE	$100,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	021155523	PC	DEBT RELIEF CAMPAIGN	$150,343
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	021155523	PC	ELAINE DE KOONING	$14,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	021155523	PC	JONAS WOOD ACQUISITION	$208,325
PIONEER INSTITUTE INC
185 DEVONSHIRE ST STE 1101	BOSTON	MA	02110	PC	UNRESTRICTED	$500
PRESIDENT AND TRUSTEES OF COLBY COLLEGE
4605 MAYFLOWER HILL	WATERVILLE	ME	04901	PC	B OF G ANNUAL FUND	$5,000
PRESIDENT AND TRUSTEES OF COLBY COLLEGE
4605 MAYFLOWER HILL	WATERVILLE	ME	04901	PC	UNRESTRICTED	$50,000
PRESIDENT AND TRUSTEES OF COLBY COLLEGE
4605 MAYFLOWER HILL	WATERVILLE	ME	04901	PC	BARBARA ALFOND DIRECTOR OF EXHIBITIONS AND PUBLICATIONS ENDOWED FUND	$150,000
PRESIDENT AND TRUSTEES OF COLBY COLLEGE
4605 MAYFLOWER HILL	WATERVILLE	ME	04901	PC	IHO GLENYCE KAPLAN	$500
ROLLINS COLLEGE
1000 HOLT AVENUE	WINTER PARK	FL	327894499	PC	UNRESTRICTED	$509,000
ROLLINS COLLEGE
1000 HOLT AVENUE	WINTER PARK	FL	327894499	PC	HAMILTON HOLT SCHOOL	$10,000
ROLLINS COLLEGE
1000 HOLT AVENUE	WINTER PARK	FL	327894499	PC	ARTWORK	$922,894
ROLLINS COLLEGE
1000 HOLT AVENUE	WINTER PARK	FL	327894499	PC	ALFOND CHALLENGE AND ANNUAL FUND	$268,774
SCHOOL OF MUSEUM OF FINE ARTS
230 THE FENWAY	BOSTON	MA	02115	PC	UNRESTRICTED	$3,500
SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES INC
141 CAMBRIDGE ST	BOSTON	MA	02114	PC	UNRESTRICTED	$20,000
SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP
610 SOUTH MICHIGAN AVENUE	CHICAGO	IL	60605	PC	IMO ERIC VOSS	$1,000
WESTON POLICE RELIEF ASSOCIATION
180 BOSTON POST RD	WESTON	MA	02193	PC	UNRESTRICTED	$50

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,270,818	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
FRIENDS OF BELGRADE LAKES VILLAGE
PO BOX 331	BELGRADE LAKES	ME	04918	PC	VILLAGE ENHANCEMENT	$40,000
KENTS HILL SCHOOL
1614 MAIN STREET PO BOX 257	KENTS HILL	ME	043490257	PC	DINING HALL	$238,550
KENTS HILL SCHOOL
1614 MAIN STREET PO BOX 257	KENTS HILL	ME	043490257	PC	RICKER HALL	$12,450
KENTS HILL SCHOOL
1614 MAIN STREET PO BOX 257	KENTS HILL	ME	043490257	PC	ANNUAL FUND	$1,230
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET	BOSTON	MA	02114	PC	DYSTONIA RESEARCH	$30,136
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	021155523	PC	DEBT RELIEF CAMPAIGN: THE FUTURE IS NOW CAMPAIGN	$200,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	021155523	PC	FUTURE IS NOW DEBT REDUCTION CAMPAIGN	$500,000
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVENUE	BOSTON	MA	02120	PC	ALFOND FELLOW FOR FOOT AND ANKLE SURGERY	$120,000
PRESIDENT AND TRUSTEES OF COLBY COLLEGE
4605 MAYFLOWER HILL	WATERVILLE	ME	04901	PC	BARBARA ALFOND DIRECTOR OF EXHIBITIONS AND PUBLICATIONS ENDOWED FUND	$150,000
ROLLINS COLLEGE
1000 HOLT AVENUE	WINTER PARK	FL	327894499	PC	ALFOND LEADERSHIP CHALLENGE	$250,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$1,542,366	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7,455	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$104,162	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,763,311	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,874,928	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,874,928	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	THEODORE ALFOND	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE CHESTNUT STREET	AddressLine1Txt
City	WESTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02193	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$937,500	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	PINK ORCHID PAINTING BY M.J. HEADE ($937,500 DONOR TAX BASIS IS THE RECORDED VALUE OF THE DONATION)	NoncashPropertyDesc
Fair Market Value	$2,000,000	FairMarketValueAmt
Received	2016-03-10	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	CategoryTxt
Amt	$3,700	Amt
Net Investment Income	$1,850	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,850	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	PUBLICLY TRADED SECURITIES DONATED TO CHARITY	AssetDesc
How Acquired	DONATED	HowAcquiredTxt
Gross Sales Price	$1,699,627	GrossSalesPriceAmt
Basis	$1,024,395	BasisAmt
Sales Expense	$0	SalesExpenseAmt
Total Net	$675,232	TotalNetAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	DISTRIBUTION OF PROPERTY FOR CHARITY	IdentifierTxt
Form And Line Reference	990-PF, PART I, LINE 6A, COLUMN A	FormAndLineReferenceDesc
Medium Explanation	UNDER REGULATION 53.4940-1, A DISTRIBUTION OF PROPERTY FOR CHARITABLE PURPOSES UNDER SECTION 170(C)(1) OR (2)(B) MADE BY A FOUNDATION TO A CHARITABLE ORGANIZATION IS NOT TREATED AS A TAXABLE SALE OR DISPOSITION. THE CAPITAL GAIN RECORDED ON THE BOOKS IS NOT TAXABLE; THEREFORE, THE PROPERTY DISTRIBUTION IS EXCLUDED FROM NET INVESTMENT INCOME, LINE 7, COLUMN (B).	MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
617 SHRS BERKSHIRE HATHAWAY-CL B	$59,459	$100,559
DEXTER US EQUITY TE LLC	$2,232,856	$2,528,126
DEXTER GLOBAL EQ TE LLC	$1,807,524	$2,383,841

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$7,992	LegalFeesAmt
Net Investment Income	$3,996	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,996	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL FILING FEES	$70	$0	$70
NON-DEDUCTIBLE EXPENSES FROM PASS-THRUS	$1,583	$0	$0
OTHER DEDUCTIONS FROM PASS-THRUS	$2,554	$2,554	$0
PORTFOLIO DEDUCTIONS FROM PASS-THRUS	$37,093	$37,093	$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	LINE OF CREDIT	Desc
BOY Book Value	$1,446,036	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	DEXTER ENTERPRISES	CategoryTxt
Amt	$27,130	Amt
Net Investment Income	$6,782	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$20,348	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES	$6,103	$0	$0
FOREIGN TAXES	$2,506	$2,506	$0