ACORN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ACORN FOUNDATION (EIN 04-3201916)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201321359349100962
- Schema version
- 2012v2.1
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-05-15T09:47:50-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010448006 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 130 MIDDLE STREET | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 041120445 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043201916 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACORN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACOR | NameControl |
| Phone | 2078287999 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA ALFOND | Name |
| Title | TRUSTEE | Title |
| Phone | 2078287999 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL P DOIRON | Name |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | Phone |
| Date Prepared | 2013-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11364732 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4887814 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 59235 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 247 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 72066 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 72066 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1938353 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6098579 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 380084 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 411 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 411 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 6957879 | TotalRevenueAndExpenses |
| Total Net Investment Income | 452808 | 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 | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 22552 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1000 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 21552 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 9307 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1707 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 18967 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 17500 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 53326 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20207 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 24302 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2421230 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2421230 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2474556 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20207 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2445532 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4483323 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 432601 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 330860 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 615880 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 615880 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 884522 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5082825 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10748852 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1215382 | TotalAssetsBOY |
| Total Assets EOY | 5698705 | TotalAssetsEOY |
| Total Assets EOYFMV | 11364732 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1215382 | CapitalStockBOY |
| Capital Stock EOY | 5698705 | 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 | 1215382 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5698705 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1215382 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5698705 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1215382 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4483323 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5698705 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5698705 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 4495165 | 4114835 | 380330 | 380330 |
| DEXTER GLOBAL EQUITY K1 | -377 | -377 | ||
| DEXTER US EQUITY K1 | 131 | 131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 380084 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 789742 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6651186 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.118737 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2804231 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7069892 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.396644 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1020115 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7087138 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.143939 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1299535 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9034787 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.143837 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 795354 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8860742 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.089762 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.892919 | TotalDistributionRatio |
| Average Distribution Ratio | 0.178584 | AverageDistributionRatio |
| Net Noncharitable Assets | 9711138 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1734254 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4326 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1738580 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2445532 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4326 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4326 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4326 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7742 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7742 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 3416 | Overpayment |
| Amount Credited To Next Year | 3416 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | 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 | TWO MONUMENT SQUARE | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| 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 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9859023 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9859023 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9859023 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 147885 | CashDeemedCharitable |
| Net Noncharitable Assets | 9711138 | NetNoncharitableAssets |
| Minimum Investment Return | 485557 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 485557 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4326 | TaxBasedOnInvestmentIncome |
| Total Tax | 4326 | TotalTax |
| Distributable Amount Before Adj | 481231 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 481231 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 481231 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2445532 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2445532 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4326 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2441206 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 481231 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 352318 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 847808 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 669832 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2473132 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 457183 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4800273 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2445532 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 481231 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1964301 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6764574 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 352318 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 6412256 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 847808 | ExcessFromYear4 |
| Excess From Year3 | 669832 | ExcessFromYear3 |
| Excess From Year2 | 2473132 | ExcessFromYear2 |
| Excess From Year1 | 457183 | ExcessFromYear1 |
| Excess From Current Year | 1964301 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (45 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASSOCIATES OF THE BOSTON PUBLIC LIBRARY | |||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | 501C3-509A1 PUBLIC C | LITERARY LIGHTS | $4,250 |
| FRIENDS OF BELGRADE PUBLIC LIBRARY | |||||||
| 1 CENTER DRIVE | BELGRADE | ME | 04917 | NONE | 501C3-509A2 PUBLIC C | BALANCE OF PLEDGE | $8,000 |
| BOSTON LYRIC OPERA | |||||||
| 45 FRANKLIN STREET | BOSTON | MA | 02110 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $5,500 |
| CENTRAL MAINE MEDICAL CENTER | |||||||
| 10 HIGH STREET SUITE 301 | LEWISTON | ME | 04240 | NONE | 501C3-509A1 PUBLIC C | DEMPSEY CHALLENGE | $250 |
| COASTAL MAINE BOTANICAL GARDENS | |||||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | NONE | 501C3-509A1 PUBLIC C | BALANCE OF PLEDGE | $61,666 |
| COLBY COLLEGE | |||||||
| 4800 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | 501C3-509A1 PUBLIC C | DIRECTOR'S CIRCLE | $5,000 |
| COLBY COLLEGE | |||||||
| 4800 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | 501C3-509A1 PUBLIC C | MUSEUM OF ART | $50,000 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | |||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | NONE | 501C3-509A1 PUBLIC C | ANNUAL CAMPAIGN | $5,000 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | |||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | NONE | 501C3-509A1 PUBLIC C | DAVIS FAMILY FUND | $15,000 |
| HOLDERNESS SCHOOL | |||||||
| CHAPEL LANE PO BOX 1879 | PLYMOUTH | NH | 03264 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND & DORMITORY | $30,000 |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | NONE | 501C3-509A1 PUBLIC C | DONATION | $5,000 |
| KENTS HILL SCHOOL | |||||||
| 1614 MAIN STREET PO BOX 257 | KENTS HILL | ME | 043490257 | NONE | 501C3-509A1 PUBLIC C | KITCHEN AND OTHER PROJECTS | $263,629 |
| KENTS HILL SCHOOL | |||||||
| 1614 MAIN STREET PO BOX 257 | KENTS HILL | ME | 043490257 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $18,000 |
| KENTS HILL SCHOOL | |||||||
| 1614 MAIN STREET PO BOX 257 | KENTS HILL | ME | 043490257 | NONE | 501C3-509A1 PUBLIC C | CHAPEL | $71,913 |
| MAINE LAKES RESOURCE CENTER | |||||||
| PO BOX 431 | BELGRADE LAKES | ME | 04918 | NONE | 501C3-509A1 PUBLIC C | DONATION | $19,971 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021155523 | NONE | 501C3-509A1 PUBLIC C | CAPITAL CAMPAIGN | $300,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021155523 | NONE | 501C3-509A1 PUBLIC C | KRESGE CHALLENGE | $5,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021155523 | NONE | 501C3-509A1 PUBLIC C | SERVISON CONFERENCE ROOM | $25,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501C3-509A1 PUBLIC C | MUNIZ ART PIECE | $34,970 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021155523 | NONE | 501C3-509A1 PUBLIC C | PRESIDENT'S CIRCLE | $50,000 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 327894499 | NONE | 501C3-509A1 PUBLIC C | ALFOND INN PROJECT | $1,198,592 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 327894499 | NONE | 501C3-509A1 PUBLIC C | CONTRIBUTION | $3,000 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 327894499 | NONE | 501C3-509A1 PUBLIC C | TRUSTEE CHALLENGE FUND | $25,000 |
| SCHOOL OF THE MUSEUM OF FINE ARTS | |||||||
| 230 THE FENWAY | BOSTON | MA | 02115 | NONE | 501C3-509A1 PUBLIC C | MEDAL AWARD GALA | $2,500 |
| WESTON FOREST & TRAIL ASSOCIATION INC | |||||||
| 266 GLEN ROAD | WESTON | MA | 02493 | NONE | 501C3-509A1 PUBLIC C | DONATION | $1,550 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 327894499 | NONE | 501C3-509A1 PUBLIC C | ROLLINS FUND | $10,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021155523 | NONE | 501C3-509A1 PUBLIC C | MONIR MORROR | $125,926 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021155523 | NONE | 501C3-509A1 PUBLIC C | DONATION | $10,750 |
| SCHOOL OF THE MUSEUM OF FINE ARTS | |||||||
| 230 THE FENWAY | BOSTON | MA | 02115 | NONE | 501C3-509A1 PUBLIC C | DONATION | $2,000 |
| THE TENEMENT MUSEUM | |||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | NONE | 501C3-509A1 PUBLIC C | DONATION | $2,500 |
| BELGRADE LAKES ASSOCIATION | |||||||
| 137 MAIN ST PO BOX 551 | BELGRADE LAKES | ME | 04918 | NONE | 501C3-509A1 PUBLIC C | STOP MILFOIL CAMPAIGN | $24,913 |
| FROM THE TOP | |||||||
| 295 HUNTINGTON AVE SUITE 201 | BOSTON | MA | 02115 | NONE | 501C3-509A1 PUBLIC C | DONATION | $500 |
| HISTORIC NEW ENGLAND | |||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | NONE | 501C3-509A1 PUBLIC C | ANNUAL FUND | $25,000 |
| VAIL VALLEY FOUNDATION | |||||||
| PO BOX 309 | VAIL | CO | 81658 | NONE | 501C3-509A2 1/3 GROS | SPORTS CLUB | $1,000 |
| WESTON FOREST & TRAIL ASSOCIATION INC | |||||||
| 266 GLEN ROAD | WESTON | MA | 02493 | NONE | 501C3-509A1 PUBLIC C | OPERATIONS FUND | $650 |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501C3-509A1 PUBLIC C | SHATTUCK SCHOLARSHIP FUND | $500 |
| ACCELERATED CURE PROJECT | |||||||
| 300 FIFTH AVENUE | WALTHAM | MA | 02451 | NONE | 501C3-509A2 PUBLIC C | MS GLOBAL 2012 JILL LANDMAN | $500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | NONE | 501C3-509A1 PUBLIC C | JOEY FUND | $500 |
| MAINEGENERAL MEDICAL CENTER | |||||||
| 157 CAPITOL STREET | AUGUSTA | ME | 04330 | NONE | 501C3-509A1 PUBLIC C | ALS CLINICAL RESEARCH FUNS | $500 |
| MAINE CHILDRENS' HOME FOR LITTLE WANDERERS | |||||||
| 93 SILVER STREET | WATERVILLE | ME | 04901 | NONE | 501C3-509A1 PUBLIC C | CHRISTMAS PROJECT | $1,000 |
| RED SOX FOUNDATION | |||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | NONE | 501C3-509A1 PUBLIC C | FENWAY TO THE RUNWAY | $500 |
| WESTON HISTORICAL SOCIETY | |||||||
| 104 WESTON ROAD | WESTON | MA | 06883 | NONE | 501C3-509A2 1/3 GROS | 300TH ANNIVERSARY | $500 |
| BELGRADE REGIONAL CONSERVATION ALLIANCE | |||||||
| PO BOX 250 | BELGRADE LAKES | ME | 04918 | NONE | 501C3-509A1 PUBLIC C | WINTERBERRY FARM PROJECT | $5,000 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | 501C3-509A1 PUBLIC C | UNRESTRICTED | $100 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 021155523 | NONE | 501C3-509A1 PUBLIC C | GIVE THE ARTS A CHANCE 2012 | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2421230 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAINE FILM CENTER | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MAIN STREET | AddressLine1 |
| City | WATERVILLE | City |
| State | ME | State |
| ZIP Code | 04901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | 501C3-509A1 PUBLIC C | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | CAPITAL CAMPAIGN | PurposeOfGrantOrContribution |
| Amount | $150,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 150000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $59,235 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $72,066 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $411 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,938,353 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,070,065 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2070065 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| THEODORE B ALFOND CLAT | |||||||
| 1 | ONE CHESTNUT STREET | WESTON | MA | 02493 | 85 | X | |
| THEODORE B ALFOND CLAT | |||||||
| 2 | ONE CHESTNUT STREET | WESTON | MA | 02493 | 800989 | X | |
| THEODORE B ALFOND CLAT | |||||||
| 3 | ONE CHESTNUT STREET | WESTON | MA | 02493 | 53557 | X | |
| SAMUEL LAWRENCE TRUST & MW LAWRENCE ART TRUST | |||||||
| 4 | ONE CHESTNUT STREET | WESTON | MA | 02493 | 3655311 | X | |
| SAMUEL LAWRENCE TRUST & MW LAWRENCE ART TRUST | |||||||
| 5 | ONE CHESTNUT STREET | WESTON | MA | 02493 | 377872 | X | |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 7 SHARES BERKSHIRE HATHAWAY CLASS A COMMON STOCK | 800989 | 2012-12-31 |
| 3 | 602 SHARES BERKSHIRE HATHAWAY CLASS B COMMON STOCK | 53557 | 2012-12-31 |
| 4 | PORTFOLIO OF VARIOUS PUBLICLY TRADED SECURITIES | 3655311 | 2012-03-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2500 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PUBLICLY TRADED SECURITIES | Name |
| How Acquired | DONATED | HowAcquired |
| Gross Sales Price | 1603414 | GrossSalesPrice |
| Basis | 45145 | Basis |
| Sales Expense | 0 | SalesExpense |
| Total Net | 1558269 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 48 SH BERKSHIRE HATHAWAY-CL A | 1168889 | 6434880 |
| 791 SH BERKSHIRE HATHAWAY-CL B | 65510 | 70953 |
| DEXTER US EQUITY TE LLC | 1921885 | 2068114 |
| DEXTER GLOBAL EQ TE LLC | 1926541 | 2174905 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ANNUAL FILING FEES | 250 | 0 | 250 |
| NON-DEDUCTIBLE EXPENSES FROM PASS-THRUS | 1217 | 0 | 0 |
| OTHER DEDUCTIONS FROM PASS-THRUS | 15 | 15 | 0 |
| PORTFOLIO DEDUCTIONS FROM PASS-THRUS | 17427 | 17427 | 0 |
| DEXTER US EQUITY - INTEREST EXPENSE | 58 | 58 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| KINDER MORGAN | 400 | 400 | 400 |
| DEXTER US EQUITY | 5 | 5 | 5 |
| OTHER INCOME FROM PASS-THRUS | 6 | 6 | 6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEXTER ENTERPRISES | Category |
| Amount | $22,552 | Amount |
| Net Investment Income | 1000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 21552 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $7,600 | 0 | 0 |
| FOREIGN TAXES | $1,707 | 1707 | 0 |