ACORN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ACORN FOUNDATION (EIN 04-3201916)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201602289349100625
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T09:37:10-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-06-30 | 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 | 2016-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,612,151 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,812 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,812 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $129,456 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,456 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $882,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,214,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $447,633 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,350 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,017,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $579,901 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,728 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,932 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,796 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,328 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,176 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,955 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,613 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,471 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,083,939 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,083,939 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,161,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,613 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,103,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,144,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $530,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $613,395 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $158,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158,416 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,485,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,242,571 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,453,735 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,098,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,400,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,612,151 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,446,036 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,446,036 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,098,984 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,954,951 | 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 | $7,098,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,954,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,098,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,400,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,098,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,144,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,954,951 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,954,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| DEXTER GLOBAL EQUITY K-1 | P | $238,526 | $238,526 |
| DEXTER US EQUITY K-1 | P | $17,333 | $17,333 |
| DEXTER US EQUITY K-1 | P | $191,774 | $191,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $447,633 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,665,440 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,025,904 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.365597 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,505,702 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,020,349 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.318112 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,441,206 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,711,138 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.251382 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $789,742 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,651,186 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.118737 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,804,231 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,069,892 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.396644 | DistributionYr5Rt |
| Total Distribution | 1.450472 | TotalDistributionRt |
| Average Distribution | 0.290094 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,248,359 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,392,799 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,303 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,398,102 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,103,410 | 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 | $5,303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,520 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,520 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,217 | OverpaymentAmt |
| Applied To ES Tax | $3,217 | 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 (3 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 |
| MICHAEL M DAVIS | ||||||||
| ONE POST OFFICE SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $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 | $7,900,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $473,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,373,969 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,373,969 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,248,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $412,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $412,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,303 | TotalTaxAmt |
| Distributable Before Adj | $407,115 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,350 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $409,465 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $409,465 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,103,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,103,410 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,303 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,098,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $409,465 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,473,132 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $457,183 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,964,301 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,958,393 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,173,169 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,026,178 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,103,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $409,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,693,945 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,720,123 | 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 | $2,473,132 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,246,991 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $457,183 | ExcessFromYear4Amt |
| Excess From Year3 | $1,964,301 | ExcessFromYear3Amt |
| Excess From Year2 | $2,958,393 | ExcessFromYear2Amt |
| Excess From Year1 | $3,173,169 | ExcessFromYear1Amt |
| Excess From Current Year | $2,693,945 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALFOND YOUTH CENTER | ||||||
| 126 NORTH ST | WATERVILLE | ME | 04901 | PC | UNRESTRICTED | $1,000 |
| COASTAL MAINE BOTANICAL GARDENS | ||||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | PC | GARDENS AGLOW | $25,000 |
| COLBY COLLEGE | ||||||
| 4800 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | DIRECTOR'S FUND | $10,000 |
| 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 | JUSTIN MEE LIFT FUND | $750 |
| HISTORIC NEW ENGLAND | ||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | PC | ANNUAL FUND | $99,464 |
| HOLDERNESS SCHOOL | ||||||
| CHAPEL LANE PO BOX 1879 | PLYMOUTH | NH | 03264 | PC | DORM FUND, ANNUAL FUND | $29,735 |
| KENTS HILL SCHOOL | ||||||
| 1614 MAIN STREET PO BOX 257 | KENTS HILL | ME | 043490257 | PC | ANNUAL FUND | $19,625 |
| KENTS HILL SCHOOL | ||||||
| 1614 MAIN STREET PO BOX 257 | KENTS HILL | ME | 043490257 | PC | MARKETING, RICKER, MISC. | $271,036 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 165 CAMBRIDGE STREET STE 600 | BOSTON | MA | 02114 | PC | DYSTONIA RESEARCH | $30,000 |
| MAINE FARMLAND TRUST | ||||||
| 97 MAINE STREET | BELFAST | ME | 04915 | PC | UNRESTRICTED | $500 |
| MAINE PUBLIC BROADCASTING CORPORATION | ||||||
| 309 MARGINAL WAY | PORTLAND | ME | 041012568 | PC | UNRESTRICTED | $500 |
| MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021155523 | PC | CAPITAL CAMPAIGN | $49,657 |
| MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021155523 | PC | CHARITABLE GRANT | $400,000 |
| MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021155523 | PC | SABRINA GSCHWANDTNER ART | $4,950 |
| MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021155523 | PC | ART IN BLOOM | $500 |
| NAPLES UNITED CHURCH OF CHRIST | ||||||
| 5200 CRAYTON ROAD | NAPLES | FL | 34103 | PC | LARRY PUGH MUSIC FUND | $100 |
| NEW ENGLAND BAPTIST HOSPITAL | ||||||
| 125 PARKER HILL AVENUE | BOSTON | MA | 02120 | PC | UNRESTRICTED | $5,000 |
| ROLLINS COLLEGE | ||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 327894499 | PC | UNRESTRICTED | $150,000 |
| ROLLINS COLLEGE | ||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 327894499 | PC | ALFOND INN PROJECT | $976,122 |
| ROLLINS COLLEGE | ||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 327894499 | PC | ALFOND ART COLLECTION | $1,000,000 |
| SCHOOL OF MUSEUM OF FINE ARTS | ||||||
| 230 THE FENWAY | BOSTON | MA | 02115 | PC | MEDAL AWARD DINNER | $1,500 |
| SCHOOL OF MUSEUM OF FINE ARTS | ||||||
| 230 THE FENWAY | BOSTON | MA | 02115 | PC | UNRESTRICTED | $3,000 |
| WBUR PUBLIC RADIO | ||||||
| 890 COMMONWEALTH AVE 3RD FLOOR | BOSTON | MA | 02215 | PC | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,083,939 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS GENERAL HOSPITAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 CAMBRIDGE STREET STE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | DYSTONIA RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $120,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $120,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,812 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,456 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $882,915 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF QUALIFIED CONTRIBUTIONS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,017,533 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,017,533 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | 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 | AssetDesc |
| How Acquired | DONATED | HowAcquiredTxt |
| Gross Sales Price | $1,214,603 | GrossSalesPriceAmt |
| Basis | $779,321 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $435,282 | 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 |
|---|---|---|
| 12,597 SHRS BERKSHIRE HATHAWAY-CL B | $1,213,951 | $1,663,308 |
| DEXTER US EQUITY TE LLC | $2,691,502 | $2,884,695 |
| DEXTER GLOBAL EQ TE LLC | $2,337,118 | $2,905,732 |
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 | $125 | $0 | $125 |
| NON-DEDUCTIBLE EXPENSES FROM PASS-THRUS | $1,391 | $0 | $0 |
| OTHER DEDUCTIONS FROM PASS-THRUS | $644 | $644 | $0 |
| PORTFOLIO DEDUCTIONS FROM PASS-THRUS | $39,311 | $39,311 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF QUALIFIED CONTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $2,350 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,350 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,446,036 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEXTER ENTERPRISES | CategoryTxt |
| Amt | $23,728 | Amt |
| Net Investment Income | $5,932 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,796 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $7,152 | $0 | $0 |
| FOREIGN TAXES | $2,176 | $2,176 | $0 |