ACORN FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: ACORN FOUNDATION (EIN 04-3201916)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-05-15
IRS object ID: 201431359349101863
Schema version: 2013v3.0
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
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-05-15T12:39:16-05:00	ReturnTs
Tax Period End	2013-12-31	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	BusinessNameLine1

Preparer US Address PreparerUSAddress

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	ReturnTypeCd
Tax Period Begin	2013-01-01	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	BusinessNameLine1

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	AddressLine1
City	WESTON	City
State	MA	State
ZIP Code	02193	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BARBARA ALFOND	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2078287999	PhoneNum
Signature	2014-05-12	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	2014-05-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$11,601,909	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	$847,607	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$127	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$127	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$93,950	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$93,950	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,383,901	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,331,007	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$130,507	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$115	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$115	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$4,325,700	TotalRevAndExpnssAmt
Total Net Invst Incm	$224,699	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	$3,375	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,688	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,687	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$24,695	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,000	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$23,695	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,054	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,054	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$36,281	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$33,518	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$500	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$67,405	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$39,260	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$25,882	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,481,674	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,481,674	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,549,079	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$39,260	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,507,556	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$776,621	ExcessRevenueOverExpensesAmt
Net Investment Income	$185,439	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$615,880	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$436,218	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$436,218	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$5,082,825	CorporateStockBOYAmt
Corporate Stock EOY	$6,039,108	CorporateStockEOYAmt
Corporate Stock EOYFMV	$11,165,691	CorporateStockEOYFMVAmt
Total Assets BOY	$5,698,705	TotalAssetsBOYAmt
Total Assets EOY	$6,475,326	TotalAssetsEOYAmt
Total Assets EOYFMV	$11,601,909	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$5,698,705	CapitalStockBOYAmt
Capital Stock EOY	$6,475,326	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	$5,698,705	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$6,475,326	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,698,705	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,475,326	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,698,705	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$776,621	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$6,475,326	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$6,475,326	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DEXTER US EQUITY K-1	P	$10,847	$10,847
DEXTER US EQUITY K-1	P	$119,660	$119,660

Field	Value	IRS element (for citing)
Capital Gain Net Income	$130,507	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$2,441,206	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$9,711,138	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.251382	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$789,742	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$6,651,186	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.118737	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$2,804,231	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$7,069,892	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.396644	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,020,115	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$7,087,138	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.143939	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,299,535	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$9,034,787	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.143837	DistributionYr5Rt
Total Distribution	1.054539	TotalDistributionRt
Average Distribution	0.210908	AverageDistributionRt
Net Vl Noncharitable Assets	$11,020,349	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,324,280	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,854	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,326,134	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$3,507,556	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	$1,854	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,854	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,854	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,416	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,416	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$1,562	OverpaymentAmt
Applied To ES Tax	$1,562	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	AddressLine1
City	PORTLAND	City
State	ME	State
ZIP Code	04101	ZIPCode

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/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	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

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	$10,676,679	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$511,493	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$11,188,172	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$11,188,172	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$167,823	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$11,020,349	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$551,017	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$551,017	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,854	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,854	TotalTaxAmt
Distributable Before Adj	$549,163	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$549,163	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$549,163	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,507,556	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,507,556	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1,854	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$3,505,702	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$549,163	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$847,808	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$669,832	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,473,132	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$457,183	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,964,301	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$6,412,256	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,507,556	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$549,163	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,958,393	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$9,370,649	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	$847,808	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$8,522,841	ExcessDistriCyovToNextYrAmt
Excess From Year4	$669,832	ExcessFromYear4Amt
Excess From Year3	$2,473,132	ExcessFromYear3Amt
Excess From Year2	$457,183	ExcessFromYear2Amt
Excess From Year1	$1,964,301	ExcessFromYear1Amt
Excess From Current Year	$2,958,393	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADDISON GALLERY OF AMERICAN ART
180 MAIN STREET	ANDOVER	MA	01810	NONE	PC	ANNUAL FUND	$1,000
ASSOCIATES OF THE BOSTON PUBLIC LIBRARY
700 BOYLSTON STREET	BOSTON	MA	02116	NONE	PC	UNRESTRICTED	$1,000
AUGUSTA BOYS & GIRLS CLUB FOR TEENS
C/O CAPITAL KIDS 22 AMORY ST	AUGUSTA	ME	04330	NONE	PC	UNRESTRICTED	$736
COASTAL MAINE BOTANICAL GARDENS
PO BOX 234	BOOTHBAY	ME	04537	NONE	PC	MAINE DAYS	$24,878
COASTAL MAINE BOTANICAL GARDENS
PO BOX 234	BOOTHBAY	ME	04537	NONE	PC	ANNUAL FUND	$1,000
COLBY COLLEGE
4800 MAYFLOWER HILL	WATERVILLE	ME	04901	NONE	PC	EXPANSION & MUSEUM DIRECTOR'S FUND	$49,853
COLBY COLLEGE
4800 MAYFLOWER HILL	WATERVILLE	ME	04901	NONE	PC	ART PURCHASE	$945
COLBY COLLEGE
4800 MAYFLOWER HILL	WATERVILLE	ME	04901	NONE	PC	ART PURCHASE	$37,800
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC
126 HIGH STREET	BOSTON	MA	021102700	NONE	PC	DAVIS FUND AND ANNUAL FUND	$19,922
CONCORD MUSEUM
PO BOX 146	CONCORD	MA	01742	NONE	PC	UNRESTRICTED	$2,450
EMERALD NECKLACE CONSERVANCY
2 BROOKLINE PLACE	BROOKLINE	MA	02445	NONE	PC	JUSTIN MEE LIFT FUND	$1,500
HARDY GIRLS HEALTHY WOMEN
PO BOX 821	WATERVILLE	ME	04903	NONE	PC	UNRESTRICTED	$500
HISTORIC NEW ENGLAND
141 CAMBRIDGE STREET	BOSTON	MA	02114	NONE	PC	ANNUAL FUND	$49,965
HOLDERNESS SCHOOL
CHAPEL LANE PO BOX 1879	PLYMOUTH	NH	03264	NONE	PC	ANNUAL FUND & DORMITORY	$29,931
KENTS HILL SCHOOL
1614 MAIN STREET PO BOX 257	KENTS HILL	ME	043490257	NONE	PC	KITCHEN AND OTHER PROJECTS	$63,847
KENTS HILL SCHOOL
1614 MAIN STREET PO BOX 257	KENTS HILL	ME	043490257	NONE	PC	CAMERON DOW SCHOLARSHIP	$1,000
KENTS HILL SCHOOL
1614 MAIN STREET PO BOX 257	KENTS HILL	ME	043490257	NONE	PC	BEARCE HALL CAMPAIGN	$25,000
KIDZNOTES
120 MORRIS STREET	DURHAM	NC	27701	NONE	PC	UNRESTRICTED	$500
LAND'S SAKE INCORPORATED
27 CRESCENT STREET	WESTON	MA	02493	NONE	PC	UNRESTRICTED	$180
MAINE FARMLAND TRUST
97 MAINE STREET	BELFAST	ME	04915	NONE	PC	HOLIDAY 2013	$500
MAINE FILM CENTER
177 MAIN STREET	WATERVILLE	ME	04901	NONE	PC	CAPITAL CAMPAIGN	$149,767
MAINE PUBLIC BROADCASTING CORPORATION
309 MARGINAL WAY	PORTLAND	ME	041012568	NONE	PC	DONATION	$250
MASSACHUSETTS GENERAL HOSPITAL
165 CAMBRIDGE STREET STE 600	BOSTON	MA	02114	NONE	PC	DYSTONIA RESEARCH	$20,000
MUSEO DE ARTE DE PUERTO RICO
PO BOX 41209	SAN JUAN	PR	00940	NONE	PC	UNRESTRICTED	$500
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	021155523	NONE	PC	BUILDING/SERVISON RM/PATRON	$374,361
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	021155523	NONE	PC	CONTEMPORARY ART	$3,250
NOBLE AND GREENOUGH SCHOOL
10 CAMPUS DRIVE	DEDHAM	MA	020264099	NONE	PC	STOKLEY TOWLES FUND	$250
ROLLINS COLLEGE
1000 HOLT AVENUE	WINTER PARK	FL	327894499	NONE	PC	ALFOND INN PROJECT	$2,573,715
ROLLINS COLLEGE
1000 HOLT AVENUE	WINTER PARK	FL	327894499	NONE	PC	TRUSTEE CHALLENGE & ROLLINS FUND	$34,596
ROLLINS COLLEGE
1000 HOLT AVENUE	WINTER PARK	FL	327894499	NONE	PC	STARRY, STARRY NIGHT	$2,995
ROLLINS COLLEGE
1000 HOLT AVENUE	WINTER PARK	FL	327894499	NONE	PC	DAVID ERDMANN FUND	$1,000
SCHOOL OF THE MUSEUM OF FINE ARTS
230 THE FENWAY	BOSTON	MA	02115	NONE	PC	DONATION	$1,500
SETON MEDICAL CENTER FOUNDATION
1900 SULLIVAN AVENUE	DALY CITY	CA	94015	NONE	SO I	PULMONARY REHAB FUND	$1,000
THE FRIENDS OF THE MENNELLO MUSEUM OF AMERICAN ART
900 EAST PRINCETON STREET	ORLANDO	FL	32803	NONE	PC	UNRESTRICTED	$1,500
US FUND FOR UNICEF
125 MAIDEN LANE	NEW YORK	NY	10038	NONE	PC	DONATION	$1,000
WEAVER'S GUILD OF BOSTON
PO BOX 366	ANDOVER	MA	01810	NONE	PC	UNRESTRICTED	$25
WESTON FOREST & TRAIL ASSOCIATION INC
266 GLEN ROAD	WESTON	MA	02493	NONE	PC	DONATION	$3,458

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,481,674	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COASTAL MAINE BOTANICAL GARDENS	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 234	AddressLine1
City	BOOTHBAY	City
State	ME	State
ZIP Code	04537	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	MAINE DAYS	GrantOrContributionPurposeTxt
Amt	$25,122	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$25,122	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$127	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$93,950	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$115	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,383,901	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,478,093	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,478,093	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 (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1	CityContributorUSAddress/City	StateContributorUSAddress/State	ZIP CodeContributorUSAddress/ZIPCode	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
THEODORE B ALFOND CLAT
1	ONE CHESTNUT STREET	WESTON	MA	02493	$53	Yes (X)
THEODORE B ALFOND CLAT
2	ONE CHESTNUT STREET	WESTON	MA	02493	$707,996		Yes (X)
THEODORE B ALFOND CLAT
3	ONE CHESTNUT STREET	WESTON	MA	02493	$139,558		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
2	4 SHARES BERKSHIRE HATHAWAY CLASS A COMMON STOCK	$707,996	2013-12-27
3	1,183 SHARES BERKSHIRE HATHAWAY CLASS B COMMON STOCK	$139,558	2013-12-27

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	CategoryTxt
Amt	$3,375	Amt
Net Investment Income	$1,688	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,687	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	PUBLICLY TRADED SECURITIES	AssetDesc
How Acquired	DONATED	HowAcquiredTxt
Gross Sales Price	$3,331,007	GrossSalesPriceAmt
Basis	$77,613	BasisAmt
Sales Expense	$0	SalesExpenseAmt
Total Net	$3,253,394	TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
31 SHRS BERKSHIRE HATHAWAY-CL A	$1,864,361	$5,514,900
2242 SHRS BERKSHIRE HATHAWAY-CL B	$139,979	$265,812
DEXTER US EQUITY TE LLC	$2,068,368	$2,791,337
DEXTER GLOBAL EQ TE LLC	$1,966,400	$2,593,642

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	$500	$0	$500
NON-DEDUCTIBLE EXPENSES FROM PASS-THRUS	$2,263	$0	$0
OTHER DEDUCTIONS FROM PASS-THRUS	$593	$593	$0
PORTFOLIO DEDUCTIONS FROM PASS-THRUS	$32,925	$32,925	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	DEXTER US EQUITY	Desc
Revenue And Expenses Per Books	$115	RevenueAndExpensesPerBooksAmt
Net Investment Income	$115	NetInvestmentIncomeAmt
Adjusted Net Income	$115	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	DEXTER ENTERPRISES	CategoryTxt
Amt	$24,695	Amt
Net Investment Income	$1,000	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$23,695	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$3,054	Amt
Net Investment Income	$3,054	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt