Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
HAROLD ALFOND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO DEXTER ENTRPS TWO MONUMENT SQ
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, ME04101
A Employer identification number

22-3281672
B Telephone number (see instructions)

(207) 828-7999
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,617,698,483J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 160,285,180
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,876,339 1,876,339  
4 Dividends and interest from securities... 16,635,182 16,449,276  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 84,265,773
b Gross sales price for all assets on line 6a 92,759,380
7 Capital gain net income (from Part IV, line 2)... 75,084,610
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 9,430,316 6,041,216  
12 Total. Add lines 1 through 11........ 272,492,790 99,451,441  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 8,482 3,393   5,089
b Accounting fees (attach schedule)....... Click to see attachment 36,300 14,520   21,780
c Other professional fees (attach schedule).... Click to see attachment 1,908,015 1,024,741   883,274
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,651,322 759,289   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,093 1,237   1,856
22 Printing and publications.......... 5,110 0   5,110
23 Other expenses (attach schedule)....... Click to see attachment 14,282,536 11,865,478   11,645
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,894,858 13,668,658   928,754
25 Contributions, gifts, grants paid....... 72,903,779 72,759,822
26 Total expenses and disbursements. Add lines 24 and 25 90,798,637 13,668,658   73,688,576
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 181,694,153
b Net investment income (if negative, enter -0-) 85,782,783
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,033 11,763 11,763
2 Savings and temporary cash investments......... 5,332,494 35,024,233 35,024,233
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 458,688,639 Click to see attachment502,901,498 896,425,221
c Investments—corporate bonds (attach schedule)....... 26,973,973 Click to see attachment34,532,175 35,079,441
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 322,377,718 Click to see attachment412,338,094 651,152,825
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5,000 Click to see attachment5,000 Click to see attachment5,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 813,380,857 984,812,763 1,617,698,483
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment4,585,774 Click to see attachment4,107,056
23 Total liabilities (add lines 17 through 22)......... 4,585,774 4,107,056
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 808,795,083 980,705,707
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 808,795,083 980,705,707
30 Total liabilities and net assets/fund balances (see instructions). 813,380,857 984,812,763
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
808,795,083
2
Enter amount from Part I, line 27a .....................
2
181,694,153
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
990,489,236
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,783,529
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
980,705,707
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a AMERICAN INFRASTRUCTURE MLP PASS-THROUGH D 2020-07-01 2021-07-01
b LEGACY VENTURE IV PASS-THROUGH P 2006-07-01 2021-07-01
c LEGACY VENTURE V PASS-THROUGH P 2008-07-01 2021-07-01
d TISHMAN SPEYER INTERNATIONAL FUND PASS-THROUGH P 2009-07-01 2021-07-01
e TISHMAN SPEYER INDIA FUND PASS-THROUGH P 2009-07-01 2021-07-01
DEXTER FIXED INCOME TE PASS-THROUGH P 2014-07-01 2021-07-01
DEXTER INTERNATIONAL EQUITY TE PASS-THROUGH P 2011-07-01 2021-07-01
DEXTER GLOBAL EQUITY TE PASS-THROUGH P 2011-07-01 2021-07-01
CLASS ACTION PROCEEDS P 2021-01-01 2021-07-01
ENTREPRENEURIAL VALUE FUND PASS-THROUGH D 2020-07-01 2021-07-01
DEXTER US EQUITY TE PASS-THROUGH P 2011-07-01 2021-07-01
DEXTER HEDGE FUNDS TE PASS-THROUGH P 2013-07-01 2021-07-01
TISHMAN SPEYER US RE FUND PASS-THROUGH P 2009-07-01 2021-07-01
PUBLICLY TRADED SECURITIES - FIDELITY   2021-01-05 2021-07-01
SPECIAL OPPS III PASS-THROUGH P 2006-07-01 2021-07-01
PUBLICLY TRADED SECURITIES   1993-11-07 2021-07-01
PUBLICLY TRADED SECURITIES - MELLON   2010-07-01 2021-07-01
DEXTER REAL ASSETS TE PASS-THROUGH P 2012-07-01 2021-07-01
BLACKSTONE REAL ESTATE PASS-THROUGH P 2006-07-01 2021-07-01
DEXTER PRIVATE EQUITY TE PASS-THROUGH P 2012-07-01 2021-07-01
ADJUSTMENT FOR GAINS INCLUDED IN UBTI P 2021-07-01 2021-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12,524     12,524
b 519,380     519,380
c 1,544,627     1,544,627
d 1,936     1,936
e 28     28
    191,948 -191,948
9,340,005     9,340,005
7,179,719     7,179,719
616     616
2,423,880     2,423,880
22,811,235     22,811,235
1,040,453     1,040,453
3,186     3,186
5,096,770   5,478,722 -381,952
204,212     204,212
349,792   135,073 214,719
866,661   518,146 348,515
7,705,361     7,705,361
3,401     3,401
27,376,915     27,376,915
    5,072,202 -5,072,202
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       12,524
b       519,380
c       1,544,627
d       1,936
e       28
      -191,948
      9,340,005
      7,179,719
      616
      2,423,880
      22,811,235
      1,040,453
      3,186
      -381,952
      204,212
      214,719
      348,515
      7,705,361
      3,401
      27,376,915
      -5,072,202
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 75,084,610
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,192,381
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,192,381
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 634,313
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 795,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,429,313
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 236,932
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet236,932 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletME, CA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.HAROLDALFONDFOUNDATION.ORG
    14
    The books are in care ofbulletDEXTER ENTERPRISES LLC Telephone no.bullet (207) 828-7999

    Located atbulletTWO MONUMENT SQUAREPORTLANDME ZIP+4bullet04101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
    Yes
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THEODORE B ALFOND TRUSTEE
    2.00     		0 0 0
    C/O DEXTER ENT TWO MONUMENT SQUARE
    PORTLAND,ME04101
    WILLIAM L ALFOND TRUSTEE
    1.00     		0 0 0
    C/O DEXTER ENT TWO MONUMENT SQUARE
    PORTLAND,ME04101
    GREGORY W POWELL - SEE STATEMENT 18 TRUSTEE
    27.00     		0 0 0
    C/O DEXTER ENT TWO MONUMENT SQUARE
    PORTLAND,ME04101
    PETER H LUNDER TRUSTEE
    1.00     		0 0 0
    C/O DEXTER ENT TWO MONUMENT SQUARE
    PORTLAND,ME04101
    STEVEN P AKIN TRUSTEE
    8.00     		0 0 0
    C/O DEXTER ENT TWO MONUMENT SQUARE
    PORTLAND,ME04101
    THERESA M STONE TRUSTEE
    7.00     		0 0 0
    C/O DEXTER ENT TWO MONUMENT SQUARE
    PORTLAND,ME04101
    DAVID T FLANAGAN TRUSTEE
    3.00     		0 0 0
    C/O DEXTER ENT TWO MONUMENT SQUARE
    PORTLAND,ME04101
    BARRY MILLS TRUSTEE
    7.00     		0 0 0
    C/O DEXTER ENT TWO MONUMENT SQUARE
    PORTLAND,ME04101
    KATHARINE ALFOND TRUSTEE
    7.00     		0 0 0
    C/O DEXTER ENT TWO MONUMENT SQUARE
    PORTLAND,ME04101
    JUSTIN ALFOND TRUSTEE
    7.00     		0 0 0
    C/O DEXTER ENT TWO MONUMENT SQUARE
    PORTLAND,ME04101
    MICHAEL E DUBYAK TRUSTEE
    7.00     		0 0 0
    C/O DEXTER ENT TWO MONUMENT SQUARE
    PORTLAND,ME04101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    DEXTER PRIVATE EQUITY TE LLC INVEST PORTFOLIO DEDUCTIONS 3,525,754
    TWO MONUMENT SQUARE
    PORTLAND,ME04101
    DEXTER US EQUITY TE LLC INVEST PORTFOLIO DEDUCTIONS 1,851,723
    TWO MONUMENT SQUARE
    PORTLAND,ME04101
    DEXTER REAL ASSETS TE LLC INVEST PORTFOLIO DEDUCTIONS 1,610,073
    TWO MONUMENT SQUARE
    PORTLAND,ME04101
    DEXTER ENTERPRISES INVESTMENT & GRANT ADMINISTRATION 1,415,738
    TWO MONUMENT SQUARE
    PORTLAND,ME04101
    DEXTER HEDGE FUND TE LLC INVEST PORTFOLIO DEDUCTIONS 1,369,747
    TWO MONUMENT SQUARE
    PORTLAND,ME04101
    Total number of others receiving over $50,000 for professional services.............bullet7
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,447,276,827
    b
    Average of monthly cash balances.......................
    1b
    23,328,976
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,470,605,803
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,470,605,803
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    22,059,087
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,448,546,716
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    72,427,336
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    72,427,336
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,192,381
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    907,511
    c
    Add lines 2a and 2b............................
    2c
    2,099,892
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    70,327,444
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    23,076,923
    5
    Add lines 3 and 4............................
    5
    93,404,367
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    93,404,367
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 93,404,367
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 6,675,570
    e From 2020...... 8,988,682
    f Total of lines 3a through e ........ 15,664,252
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 73,832,533
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 73,832,533
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 15,664,252 15,664,252
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		3,907,582
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    REFER TO GRANT GUIDELINES AT WWWHAR
    DEXTER ENTERPRISES LLC TWO MONUMENT
    SQUARE
    PORTLAND,ME04101
    (207) 828-7999
    bThe form in which applications should be submitted and information and materials they should include:
    REFER TO GRANT GUIDELINES AT WWW.HAROLDALFONDFOUNDATION.ORG
    cAny submission deadlines:
    REFER TO GRANT GUIDELINES AT WWW.HAROLDALFONDFOUNDATION.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    REFER TO GRANT GUIDELINES AT WWW.HAROLDALFONDFOUNDATION.ORG
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    7 LAKES ALLIANCE
    PO BOX 250
    BELGRADE LAKES,ME049180250     		  PC 2020/2021 CAPACITY-BUILDING INITIATIVE 125,000
    ALFOND SCHOLARSHIP FOUNDATION
    482 CONGRESS ST STE 303
    PORTLAND,ME041013437     		  SO I OPERATIONS 769,724
    ALFOND SCHOLARSHIP FOUNDATION
    482 CONGRESS ST STE 303
    PORTLAND,ME041013437     		  SO I ASF SCHOLARSHIP PAYMENTS 5,934,309
    ALFOND SCHOLARSHIP FOUNDATION
    482 CONGRESS ST STE 303
    PORTLAND,ME041013437     		  SO I QUARTERLY FAME EXPENSES 312,276
    ALFOND YOUTH & COMMUNITY CENTER
    126 NORTH STREET
    WATERVILLE,ME04901     		  PC STRATEGIC LONG TERM CAPITAL AND DEVELOPMENT SUSTAINABILITY AT THE ALFOND YOUTH CENTER 1,108,600
    ALFOND YOUTH & COMMUNITY CENTER
    126 NORTH STREET
    WATERVILLE,ME04901     		  PC AYCC LITTLE LEAGUE 150
    ALFOND YOUTH & COMMUNITY CENTER
    126 NORTH STREET
    WATERVILLE,ME04901     		  PC CAMP TRACEY IMPROVEMENTS AND EXPANSION 500,000
    AMERICAN UNIVERSITY IN BULGARIA
    910 17TH ST NW SUITE 1100
    WASHINGTON,DC20006     		  PC UNRESTRICTED 10,000
    AROOSTOOK MENTAL HEALTH SERVICES INC
    PO BOX 1018
    CARIBOU,ME04736     		  PC AROOSTOOK TEEN LEADERSHIP CAMP (ATLC) PROGRAM 2,500
    BELGRADE REGIONAL HEALTH CENTER
    PO BOX 304
    BELGRADE LAKES,ME049180304     		  PC GENERAL FACILITIES SUPPORT 15,000
    BETH ISRAEL CONGREGATION - BATH
    906 WASHINGTON ST
    BATH,ME045302653     		  PC UNRESTRICTED 2,000
    BETH ISRAEL CONGREGATION - WATERVILLE
    291 MAIN STREET
    WATERVILLE,ME04903     		  PC OPERATIONS 50,000
    BOSTON SYMPHONY ORCHESTRA INC
    301 MASS AVENUE
    BOSTON,MA021154557     		  PC UNRESTRICTED 5,000
    BRUNSWICK COMMUNITY EDUCATION FOUNDATION
    PO BOX 1042
    BRUNSWICK,ME040111042     		  PC UNRESTRICTED 3,000
    BUCKNELL UNIVERSITY
    1 DENT DRIVE
    LEWISBURG,PA17837     		  PC UNRESTRICTED 2,000
    BUNKER HILL COMMUNITY COLLEGE FOUNDATION
    250 NEW RUTHERFORD AVE
    BOSTON,MA02129     		  PC UNRESTRICTED 2,500
    CATHANCE RIVER EDUCATION ALLIANCE
    PO BOX 187
    TOPSHAM,ME040860187     		  PC UNRESTRICTED 5,000
    CENTER FOR CURRICULUM REDESIGN
    10 JAMAICAWAY 18
    JAMAICA PLAIN,MA02130     		  PC CYBERPANTHERS CS PATH FOR EDUCATION, EMPLOYABILITY AND LIFE 1,287,000
    CHILDREN'S CENTER EARLY INTERVENTION AND FAMILY SUPPORT
    1 ALDEN AVE
    AUGUSTA,ME043300000     		  PC UNRESTRICTED 10,000
    CITY OF WATERVILLE
    1 COMMON STREET
    WATERVILLE,ME04901     		  GOV REPAIRS TO ALFOND MUNICIPAL POOL 2,290,000
    COLBY COLLEGE
    4130 MAYFLOWER HILL
    WATERVILLE,ME049018846     		  PC ATHLETICS CENTER 7,500,000
    COLBY COLLEGE
    4130 MAYFLOWER HILL
    WATERVILLE,ME049018846     		  PC ART CENTER AND HOTEL 5,000,000
    COLBY COLLEGE
    4130 MAYFLOWER HILL
    WATERVILLE,ME049018846     		  PC UNRESTRICTED 2,500
    EDUCARE CENTRAL MAINE
    97 WATER ST
    WATERVILLE,ME049016339     		  PC HAROLD ALFOND SCHOLARSHIPS 250,000
    EDUCATE MAINE
    482 CONGRESS STREET SUITE 303
    PORTLAND,ME04101     		  PC UNRESTRICTED 1,500
    FOUNDATION FOR A STRONG MAINE ECONOMY
    128 STATE STREET SUITE 101
    AUGUSTA,ME04330     		  PC FOCUSMAINE SUPPORT - CATALYZING JOBS WHERE MAINES ASSETS MEET GLOBAL TRENDS 1,288,194
    FOUNDATION FOR A STRONG MAINE ECONOMY
    128 STATE STREET SUITE 101
    AUGUSTA,ME04330     		  PC FOCUSMAINE SUPPORT 10,000
    FRIENDS OF QUARRY ROAD
    300 QUARRY ROAD
    WATERVILLE,ME04901     		  PC QUARRY ROAD RECREATION AREA DESIGN & PERMITTING COSTS 246,790
    GULFSHORE PLAYHOUSE
    2640 GOLDEN GATE PKWY SUITE 211
    NAPLES,FL34105     		  PC UNRESTRICTED 25,000
    JOBS FOR MAINE'S GRADUATES INC
    65 STONE STREET
    AUGUSTA,ME04330     		  PC ENDOWMENT AND COLLEGE & CAREER SUCCESS INITIATIVE 1,081,716
    KENNEBEC BEHAVIORAL HEALTH
    67 EUSTIS PARKWAY
    WATERVILLE,ME04901     		  PC OPERATING 2,000
    KENTS HILL SCHOOL
    PO BOX 257
    KENTS HILL,ME043490257     		  PC STEAM EXPANSION PROJECT 500,000
    MAINE CHILDRENS HOME FOR LITTLE WANDERERS
    93 SILVER ST
    WATERVILLE,ME049015923     		  PC SUSTAINABILITY AND STRATEGIC GROWTH PROJECT 65,000
    MAINE COMMUNITY FOUNDATION INC
    50 MONUMENT SQUARE 6TH FLOOR
    PORTLAND,ME04101     		  PC MAINE WORKING COMMUNITIES CHALLENGE 100,000
    MAINE IRISH HERITAGE CENTER
    PO BOX 7588
    PORTLAND,ME04112     		  PC UNRESTRICTED 5,000
    MAINE MATHEMATICS AND SCIENCE ALLIANCE
    343 WATER STREET
    AUGUSTA,ME04330     		  PC STEM WORKFORCE READY MAINE 2030 328,315
    MAINE MEDICAL CENTER
    22 BRAMHALL ST
    PORTLAND,ME041023134     		  PC UNRESTRICTED 20,000
    MAINE PUBLIC BROADCASTING NETWORK
    1450 LISBON ST
    LEWISTON,ME04240     		  PC UNRESTRICTED 20,000
    MAINEGENERAL HEALTH
    35 MEDICAL CENTER PARKWAY
    AUGUSTA,ME043308160     		  SO III COVID 19 STAFF APPRECIATION 2,000,000
    MAINEHEALTH
    110 FORE STREET
    PORTLAND,ME04101     		  SO III THE DEVELOPMENT OF AN INTEGRATED, PATIENT-CENTERED ONCOLOGY SERVICE LINE FOR MAINE 2,000,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		  PC UNRESTRICTED 5,000
    MERCY HOSPITAL
    175 FORE RIVER PKWY
    PORTLAND,ME04102     		  PC UNRESTRICTED 10,000
    MID COAST HOSPITAL
    329 MAINE ST
    BRUNSWICK,ME040113310     		  PC UNRESTRICTED 20,000
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVE
    BOSTON,MA021155005     		  PC THE HAROLD ALFOND SCHOLARS INITIATIVE 4,000,000
    PAUL TAYLOR DANCE FOUNDATION
    551 GRAND ST
    NEW YORK,NY10002     		  PC UNRESTRICTED 30,000
    ROLLINS COLLEGE
    1000 HOLT AVENUE
    WINTER PARK,FL327894499     		  PC THE INNOVATION TRIANGLE 12,000,000
    SEEDS OF PEACE INC
    370 LEXINGTON AVENUE SUITE 201
    NEW YORK,NY10017     		  PC WATERVILLE AND WINSLOW SEEDS 25,000
    SPECTRUM GENERATIONS
    PO BOX 2589
    AUGUSTA,ME043382589     		  PC UNRESTRICTED 1,200
    SUSAN L CURTIS FOUNDATION
    1321 WASHINGTON AVE SUITE 104
    PORTLAND,ME04103     		  PC CAMP SUSAN CURTIS YOUTH DEVELOPMENT PROGRAM 14,700
    THE CAHOON MUSEUM OF AMERICAN ART INC
    4676 FALMOUTH RD
    COTUIT,MA02635     		  PC UNRESTRICTED 20,000
    THE CENTER FOR GRIEVING CHILDREN
    555 FOREST AVE
    PORTLAND,ME041011504     		  PC UNRESTRICTED 10,000
    THE FOUNDATION FOR MAINE COMMUNITY COLLEGES
    323 STATE ST
    AUGUSTA,ME043307149     		  PC AN INITIATIVE FOR INNOVATION IN WORKFORCE TRAINING AND DELIVERY AT MAINE'S COMMUNITY COLLEGES 1,000,000
    THE FOUNDATION FOR MAINE COMMUNITY COLLEGES
    323 STATE ST
    AUGUSTA,ME043307149     		  PC THE CENTER FOR THE ADVANCEMENT OF MAINES WORKFORCE: BUILDING A MORE PROSPEROUS MAINE 3,500,000
    THE JACKSON LABORATORY
    600 MAIN ST
    BAR HARBOR,ME04609     		  PC MAINE CANCER GENOMICS INITIATIVE 2.0 1,500,000
    THE NATURE CONSERVANCY IN MAINE
    14 MAINE STREET SUITE 401
    BRUNSWICK,ME04011     		  PC UNRESTRICTED 5,000
    THE PIONEER INSTITUTE
    185 DEVONSHIRE STREET SUITE 1101
    BOSTON,MA02110     		  PC UNRESTRICTED 25,000
    THOMAS COLLEGE
    180 W RIVER RD
    WATERVILLE,ME049015066     		  PC CGI PARTNERSHIP TO MEET THE EDUCATIONAL NEEDS OF THE GREATER WATERVILLE BUSINESS COMMUNITY 745,000
    THOMAS COLLEGE
    180 W RIVER RD
    WATERVILLE,ME049015066     		  PC CATALYZING GROWTH IN CENTRAL MAINE AND BEYOND 2,941,348
    UNITED WAY OF MID-MAINE INC
    105 KENNEDY MEMORIAL DRIVE
    WATERVILLE,ME04901     		  PC UNRESTRICTED 12,500
    UNIVERSITY OF MAINE FOUNDATION
    TWO ALUMNI PLACE
    ORONO,ME044695792     		  PC SUSTAINING "THE ALFOND FUND" IN SUPPORT OF MAINE ATHLETICS 500,000
    UNIVERSITY OF MAINE FOUNDATION
    TWO ALUMNI PLACE
    ORONO,ME044695792     		  PC FERLAND ENGINEERING EDUCATION AND DESIGN CENTER 5,000,000
    UNIVERSITY OF MAINE FOUNDATION
    TWO ALUMNI PLACE
    ORONO,ME044695792     		  PC UNIVERSITY OF MAINE ATHLETICS MASTER FACILITIES PLAN 2,000,000
    UNIVERSITY OF MAINE SYSTEM
    15 ESTABROOKE DRIVE
    ORONO,ME04469     		  PC REVITALIZING THE UNIVERSITY OF MAINE SYSTEM: STUDENT SUCCESS AND RETENTION; THE GRADUATE AND PROFESSIONAL CENTER, AND THE MAINE COLLEGE OF ENGINEERING, COMPUTING, AND INFORMATION SCIENCE 5,000,000
    UNIVERSITY OF NEW ENGLAND
    11 HILLS BEACH RD
    BIDDEFORD,ME04005     		  PC THE INSTITUTE FOR INTERPROFESSIONAL EDUCATION & PRACTICE AT UNE 500,000
    WATERVILLE CREATES
    10 WATER ST SUITE 106
    WATERVILLE,ME04901     		  PC 2019 -2023 OPERATING SUPPORT 1,000,000
    WATERVILLE CREATES
    10 WATER ST SUITE 106
    WATERVILLE,ME04901     		  PC WOH SEASON SPONSORSHIP 15,000
    Total .................................bullet 3a 72,759,822
    bApproved for future payment
    ALFOND SCHOLARSHIP FOUNDATION
    482 CONGRESS ST STE 303
    PORTLAND,ME041013437     		  SO I OPERATIONS 99,955
    ALFOND SCHOLARSHIP FOUNDATION
    482 CONGRESS ST STE 303
    PORTLAND,ME041013437     		  SO I ASF SCHOLARSHIP PAYMENTS 65,691
    ALFOND YOUTH & COMMUNITY CENTER
    126 NORTH STREET
    WATERVILLE,ME04901     		  PC CAMP TRACEY IMPROVEMENTS AND EXPANSION 1,000,000
    CENTER FOR CURRICULUM REDESIGN
    10 JAMAICAWAY 18
    JAMAICA PLAIN,MA02130     		  PC COMPLETION & SCALING OF CYBERPANTHERS CS PROGRAM 955,000
    CHILDREN'S CENTER EARLY INTERVENTION AND FAMILY SUPPORT
    1 ALDEN AVE
    AUGUSTA,ME043300000     		  PC UNRESTRICTED 1,000,000
    FOUNDATION FOR A STRONG MAINE ECONOMY
    125 COMMUNITY DRIVE SUITE 101
    AUGUSTA,ME04330     		  PC FOCUSMAINE SUPPORT 1,724,902
    THE FOUNDATION FOR MAINE COMMUNITY COLLEGES
    323 STATE ST
    AUGUSTA,ME043307149     		  PC THE CENTER FOR THE ADVANCEMENT OF MAINES WORKFORCE: BUILDING A MORE PROSPEROUS MAINE 12,014,487
    MAINE MATHEMATICS AND SCIENCE ALLIANCE
    343 WATER STREET
    AUGUSTA,ME04330     		  PC STEM WORKFORCE READY MAINE 2030 717,438
    Total .................................bullet 3b 17,577,473
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,876,339  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099 5,072,202 18 79,193,571  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 5,072,202 107,135,408 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    112,207,610
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 NOT APPLICABLE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    HAROLD ALFOND FOUNDATION
     
    Employer identification number

    22-3281672
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    HAROLD ALFOND FOUNDATION
          		Employer identification number
    22-3281672
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    PETER G ALFOND ESTATE
     
    DAY PITNEY 1201 GEORGE BUSH BLVD
     
    DELRAY BEACH, FL33483

    		$ 118,791,295


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    PETER G ALFOND ESTATE
     
    DAY PITNEY 1201 GEORGE BUSH BLVD
     
    DELRAY BEACH, FL33483

    		$ 5,266,957


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    PETER G ALFOND ESTATE
     
    DAY PITNEY 1201 GEORGE BUSH BLVD
     
    DELRAY BEACH, FL33483

    		$ 35,535,210


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    PETER G ALFOND ESTATE
     
    DAY PITNEY 1201 GEORGE BUSH BLVD
     
    DELRAY BEACH, FL33483

    		$ 251,726


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    PETER G ALFOND ESTATE
     
    DAY PITNEY 1201 GEORGE BUSH BLVD
     
    DELRAY BEACH, FL33483

    		$ 439,991


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    HAROLD ALFOND FOUNDATION
          		Employer identification number

    22-3281672
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 VARIOUS PUBLICLY TRADED SECURITIES $ 5,266,957 2021-01-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 DEXTER HEDGE FUND TE, LLC $ 35,535,210 2021-01-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 OLYMPIA EQUITY INVESTORS X, LLC $ 251,726 2021-12-20
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 FAIRHOLME PARTNERSHIP $ 439,991 2021-01-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    HAROLD ALFOND FOUNDATION
          		Employer identification number

    22-3281672
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 36,300 14,520   21,780

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    WATERVILLE DEVELOPMENT CORPORATION
          		ONE COMMON STREET
    WATERVILLE,ME04901     		2016-06-30 1,000,000 FOR WATERVILLE DEVELOPMENT CORPORATION TO SUPPORT BUSINESS EXPANSION AND JOB GROWTH IN WATERVILLE, SPECIFICALLY THROUGH CGI'S EXPANSION TO THE CITY. 1,000,000 TO THE BEST OF THE GRANTOR'S KNOWLEDGE, THERE WERE NO DIVERTED FUNDS. 8/15/2017; 7/10/2018; 9/25/2019; 4/24/2020; 6/8/2021; 6/30/2022 2022-06-30 THE GRANTOR VERIFIED WATERVILLE DEVELOPMENT CORPORATION SUPPORTED THE EXPANSION OF CGI TO WATERVILLE BY PROVIDING GRANT FUNDS IN SUPPORT OF CGI'S EXPENDITURES REQUIRED TO DEVELOP NEW TECHNOLOGIES AND PRODUCTS IN THE FINANCIAL SERVICES AND OTHER INDUSTRIES. THE GRANTOR OBTAINED REPRESENTATIONS FROM THE GRANTEE IN THE GRANTEE'S ANNUAL EXPENDITURE RESPONSIBILITY REPORT THAT THE GRANTEE HAS EXPENDED $1,000,000 OF GRANT FUNDS TO CGI AND THAT CGI, IN TURN, HAS EXPENDED $923,737.95 OF GRANT FUNDS IN COMPLIANCE WITH THE TERMS OF THE GRANT AGREEMENT. THE GRANTOR HAS VALID REASONS TO BELIEVE THE $76,262.05 OF FUNDS YET TO BE EXPENDED BY CGI WILL BE EXPENDED IN COMPLIANCE WITH THE TERMS OF THE GRANT AGREEMENT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE.
    MAINE SPORTS COMMISSION
          		44 LAKESIDE DRIVE
    FALMOUTH,ME04105     		2018-02-23 5,000 TO SUPPORT THE 2018/2019 SHE RULES SYMPOSIUM AND FUTURE EVENTS IN CELEBRATION OF NATIONAL GIRLS & WOMEN IN SPORTS DAY. 4,415 TO THE BEST OF THE GRANTOR'S KNOWLEDGE, THERE WERE NO DIVERTED FUNDS. AUGUST 16, 2017; OCTOBER 16, 2018; AUGUST 15, 2019 2019-04-24 THE GRANTOR VERIFIED MAINE SPORTS COMMISSION SUPPORTED THE 2018 AND 2019 SHERULES SYMPOSIUM BY PROVIDING GRANT FUNDS FOR PURCHASING SUPPLIES AND MARKETING MATERIAL FOR THE EVENT. THE GRANTOR OBTAINED REPRESENTATIONS FROM THE GRANTEE IN THE GRANTEE'S ANNUAL EXPENDITURE RESPONSIBILITY REPORT THAT THE GRANTEE HAS EXPENDED $4,415.29 OF GRANT FUNDS IN COMPLIANCE WITH THE TERMS OF THE GRANT AGREEMENT THROUGH AUGUST 2019. IN OCTOBER 2022, THE GRANTOR VERIFIED THAT NO ADDITIONAL FUNDS HAVE YET BEEN EXPENDED. THE GRANTOR HAS VALID REASONS TO BELIEVE THE $584.71 OF FUNDS YET TO BE EXPENDED BY MAINE SPORTS COMMISSION WILL BE EXPENDED IN COMPLIANCE WITH THE TERMS OF THE GRANT AGREEMENT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    PUBLICLY TRADED SECURITIES DONATED 2010-07 DONATED 2021-07   6,278,679 2,169,718 COST 0 4,108,961  

    TY 2021 GeneralExplanationAttachment
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Identifier Return Reference Explanation
    FOUNDATION TRUSTEE POWELL ADDITIONAL INFORMATION FORM 990-PF, PART VIII GREGORY POWELL IS AN EMPLOYEE OF DEXTER ENTERPRISES, LLC. DEXTER ENTERPRISES, LLC IS COMPENSATED UNDER A MANAGEMENT CONTRACT WITH THE FOUNDATION. SEE STATEMENT 6 FOR DEXTER ENTERPRISES, LLC INFORMATION.
    DISTRIBUTION OF PROPERTY FOR CHARITY 990-PF, PART I, LINE 6A, COLUMN A 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).

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DEXTER FIXED INCOME TE, LLC 34,532,175 35,079,441

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERKSHIRE HATHAWAY CL B 19,629,669 65,179,010
    BERKSHIRE HATHAWAY CL A 91,849,453 306,450,160
    DEXTER GLOBAL EQUITY TE, LLC 95,405,715 126,872,154
    DEXTER INTERNATIONAL EQUITY TE, LLC 147,074,161 153,040,957
    DEXTER US EQUITY TE, LLC 142,516,518 229,962,657
    FIRST HORIZON NATIONAL CO. 184 0
    BRKA/B STOCK SET ASIDE FOR ALFOND LEADERS PROGRAM (FAME) 2,320,729 7,742,582
    PUBLICLY TRADED SECURITIES (PRIVATE CAP) 3,581,055 5,597,463
    ST. JOE CO 524,014 1,580,238

    TY 2021 InvestmentsOtherSchedule2
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE REAL ESTATE PARTNERS V AND VI, LP AT COST 1,053,472 132,332
    LEGACY VENTURE FUNDS AT COST 1,723,382 3,472,426
    TISHMAN SPEYER INVESTMENTS: INTERNATIONAL REAL ESTATE VENTURE AT COST 675,385 61,295
    TISHMAN SPEYER INVESTMENTS: INDIA REAL ESTATE VENTURE AT COST 891,144 255,817
    TISHMAN SPEYER INVESTMENTS: 201 FOLSOM INVESTOR FEEDER, LP AT COST 26,200 21,757
    DEXTER HEDGE FUNDS TE, LLC AT COST 125,473,275 202,225,289
    DEXTER PRIVATE EQUITY TE, LLC AT COST 151,807,430 272,025,558
    DEXTER REAL ASSETS TE, LLC AT COST 92,917,932 125,836,786
    COASTAL MAINE BOTANICAL GARDENS PRI RECEIVABLE AT COST 7,500,000 7,500,000
    AMERICAN INFRASTRUCTURE MLP AT COST 584,438 173,663
    ENTREPRENEURIAL VALUE FUND AT COST 29,609,099 38,866,747
    OLYMPIA X AT COST 76,337 251,529
    OZ ADVISORS AT COST 0 5,741
    PRECISION CAPITAL AT COST 0 323,885

    TY 2021 LegalFeesSchedule
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 8,482 3,393   5,089


    TY 2021 OtherAssetsSchedule
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SPORTS MEMORABILIA COLLECTION 5,000 5,000 5,000


    TY 2021 OtherDecreasesSchedule
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Description Amount
    COST TO FMV ADJUSTMENT FOR CONTRIBUTIONS 9,783,529


    TY 2021 OtherExpensesSchedule
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT INTEREST PASS THRU FROM K-1S 780,226 661,282   0
    NON DEDUCTIBLE EXPENSE PASS THRU FROM K-1S 208,159 0   0
    CHARITABLE DONATIONS PASS THRU FROM K-1S 5,357 0   5,357
    RENTAL LOSS FROM PASS-THRU K-1S 199,537 199,537   0
    ROYALTY DEDUCTIONS FROM PASS-THRU K-1S 142,685 142,685   0
    INSURANCE 10,377 4,151   6,226
    BANK CHARGES 104 42   62
    OTHER DEDUCTIONS PASS-THRU FROM K-1S 12,936,091 10,857,781   0


    TY 2021 OtherIncomeSchedule2
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME FROM PASS-THRU K-1S 551,532 551,342 551,532
    ORDINARY INCOME FROM PASS-THRU K-1S 3,134,808 356,269 3,134,808
    OTHER INCOME FROM PASS-THRU K-1S 5,740,785 5,133,605 5,740,785
    TAX-EXEMPT INCOME FROM PASS-THRU K-1S 3,191 0 3,191


    TY 2021 OtherLiabilitiesSchedule
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Description Beginning of Year - Book Value End of Year - Book Value
    ALFOND LEADERS PROGRAM SET ASIDE PAYABLE BY 12/31/2025 4,585,774 4,107,056


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEXTER ENTERPRISES, INC. 1,415,738 566,295   849,443
    INVESTMENT CONSULTING FEES 362,425 362,425   0
    GRANT CONSULTING SERVICES 33,831 0   33,831
    INVESTMENT MANAGEMENT FEES 96,021 96,021   0


    TY 2021 TaxesSchedule
    Name:
    HAROLD ALFOND FOUNDATION
    EIN:
    22-3281672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 759,289 759,289   0
    NET INVESTMENT INCOME TAXES 737,550 0   0
    NET STATE UBIT TAXES 154,483 0   0