Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
PETER ALFOND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4801 HAMPDEN LANE UNIT 106
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

22-3267949
B Telephone number (see instructions)

(301) 761-4433
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$82,611,456J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 79,471 79,471  
4 Dividends and interest from securities... 1,317,424 1,587,034  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 631,321
b Gross sales price for all assets on line 6a 46,872,033
7 Capital gain net income (from Part IV, line 2)... 634,007
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
List of Attached Documents:
// Content
50,972 72,459  
12 Total. Add lines 1 through 11........ 2,079,188 2,372,971  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 246,448 0   246,448
15 Pension plans, employee benefits....... 43,283 0   43,283
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
14,775 0   14,775
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,585 0   14,685
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
522,263 241,467   280,796
17 Interest...............   2,050    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
40,000 5   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 113,394 0   113,394
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,388 42,657   33,388
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,026,136 286,179   746,769
25 Contributions, gifts, grants paid....... 4,059,093 4,059,093
26 Total expenses and disbursements. Add lines 24 and 25 5,085,229 286,179   4,805,862
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,006,041
b Net investment income (if negative, enter -0-) 2,086,792
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 440,519 970,491 970,491
2 Savings and temporary cash investments......... 1,413,222 815,685 815,685
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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).......      
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
11,201,808 		11,311,080
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 73,543,458 Click to see attachment
List of Attached Documents:
// Content
59,177,192 		69,314,200
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
200,000 		Click to see attachment
List of Attached Documents:
// Content
200,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,397,199 72,365,176 82,611,456
Liabilities 17 Accounts payable and accrued expenses.......... 25,982  
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 25,982 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 37,843,640 36,284,539
25 Net assets with donor restrictions............ 37,527,577 36,080,637
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 75,371,217 72,365,176
30 Total liabilities and net assets/fund balances (see instructions). 75,397,199 72,365,176
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
75,371,217
2
Enter amount from Part I, line 27a .....................
2
-3,006,041
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
72,365,176
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
72,365,176
Form 990-PF (2023)
Form 990-PF (2023)
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 SALE OF PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS THROUGH PEPPERTREE CAPITAL FUND VIII` P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 46,729,021   46,240,712 488,309
b       2,686
c 143,012     143,012
d
e
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       488,309
b       2,686
c       143,012
d
e
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 2 634,007
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  
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 right arrow 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) 1 29,006
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 29,006
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 29,006
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 38,474
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 48,474
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 19,468
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow19,468 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowFL
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowHTTPS://PETERALFONDFOUNDATION.ORG/EN/
14
The books are in care ofright arrowINTENTIONAL PHILANTHROPY LLC Telephone no.right arrow (301) 761-4433

Located atright arrow4801 HAMPDEN LANE UNIT 106BETHESDAMD ZIP+4right arrow20814
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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
REBEKAH ALFOND TRUSTEE
7.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
KYLE ALFOND TRUSTEE
5.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
DEBORAH ALFOND TRUSTEE
1.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
JAIRO ESTRADA TRUSTEE
3.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
BARBARA CROWLEY TRUSTEE
3.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
KEVIN MAHANEY TRUSTEE
2.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
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
KINYTA SMALLS EXECUTIVE DIRECTOR,
40.00 		121,098 14,569 840
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
ADAM BURK EXECUTIVE DIRECTOR,
40.00 		125,350 9,592 647
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
INTENTIONAL PHILANTHROPHY LLC FOUNDATION MANAGEMENT 262,296
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
JP MORGAN CHASE BANK INVESTMENT MGMT FEES 201,814
270 PARK AVE
NEW YORK,NY10017
Total number of others receiving over $50,000 for professional services.............right arrow0
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 MAINE PEER LEARNING COHORT (MEPLC) THE PETER ALFOND FOUNDATION LEADS THE CONVENING OF NONPROFIT LEADERS IN THE YOUTH DEVELOPMENT FIELD IN MAINE TO SHARE LEARNINGS WITH EACH OTHER AND TO EXPLORE COMMON CHALLENGES AND QUESTIONS TOGETHER. 111,798
2 PUERTO RICO EDUCATION LANDSCAPE (PREL) THE PETER ALFOND FOUNDATION LEADS THE CONVENING OF EXPERTS AND CROSS-SECTOR LEADERS IN PUERTO RICO TO EDUCATE AND IDENTIFY OPPORTUNITIES IN K-12 EDUCATION AND OUT OF SCHOOL TIME. 34,144
3 PUERTO RICO COMPOST (PRC) THE PETER ALFOND FOUNDATION LEADS THE CONVENING OF EXPERTS AND CROSS-SECTOR LEADERS IN PUERTO RICO TO EDUCATE AND IDENTIFY OPPORTUNITIES TO PRODUCE HIGH QUALITY COMPOST ON ISLAND THAT CAN PROVIDE AGRICULTURAL INPUTS IN PLACE OF IMPORTING THEM. 31,855
4 PUERTO RICO AGRICULTURAL MAPPING TOOL (PRAMT) THE PETER ALFOND FOUNDATION LEADS THE CONVENING AND FACILITATION OF AGRICULTURAL LEADERS TO DESIGN AN AGRICULTURAL MAPPING TOOL THAT WILL BE AVAILABLE TO FARMERS TO SUPPORT THEIR CROP PLANNING AND MARKETING. 16,812
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
77,872,415
b
Average of monthly cash balances.......................
1b
2,273,496
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
80,145,911
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
80,145,911
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,202,189
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
78,943,722
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,947,186
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
3,947,186
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
29,006
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
29,006
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,918,180
4
Recoveries of amounts treated as qualifying distributions................
4
50,972
5
Add lines 3 and 4............................
5
3,969,152
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
3,969,152
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
4,805,862
b
Program-related investments—total from Part VIII-B..................
1b
0
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
4,805,862
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,969,152
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 526,061
b From 2019...... 1,426,745
c From 2020...... 59,569,893
d From 2021......  
e From 2022...... 647,710
f Total of lines 3a through e ........ 62,170,409
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,805,862
a Applied to 2022, 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 2023 distributable amount..... 3,969,152
e Remaining amount distributed out of corpus 836,710
5 Excess distributions carryover applied to 2023. 0 0
(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 63,007,119
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		526,061
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		62,481,058
10 Analysis of line 9:
a Excess from 2019.... 1,426,745
b Excess from 2020.... 59,569,893
c Excess from 2021....  
d Excess from 2022.... 647,710
e Excess from 2023.... 836,710
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
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

ALLIANCE FOR MIDDLE EASTERN PEACE

1725 I ST NW SUITE 300
WASHINGTON,DC20006 		N/A PC DISASTER RESPONSE GRANTS 25,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH STREET SUITE 1100
NEW YORK,NY10018 		N/A PC DISASTER RELIEF GRANT - BLOOMBERG MATCH PROGRAM 25,000

APEX YOUTH CONNECTION

PO BOX 783
BIDDEFORD,ME04005 		N/A PC GENERAL OPERATING SUPPORT 30,000

APOYO LEGAL AL EMPRENDIMIENTO COMUNITARIO INC

PO BOX 2000
CAGUAS,PR00726 		N/A PC OPERATIONAL, TECHNICAL, AND LEGAL SUPPORT FOR FARMERS 100,000

AUGUSTA BOYS & GIRLS CLUB

244 WATER STREET
AUGUSTA,ME04330 		N/A PC AUGUSTA TEEN CENTER 30,000

BANGOR HOUSING DEVELOPMENT CORPORATION

161 DAVIS RD
BANGOR,ME04401 		N/A PC FAMILIES FORWARD PROGRAM 50,000

BEAN COUNTERS LLC

30 CALLE SURF
RINCON,PR00677 		N/A NC FORGOTTEN FOREST PROJECT 125,000

BETH ISRAEL WATERVILLE

PO BOX 1882
WATERVILLE,ME04903 		N/A PC FOUNDATIONS AND THE FUTURE CAMPAIGN 16,000

BOYS AND GIRLS CLUB OF PUERTO RICO

PO BOX 79526
CAROLINA,PR00984 		N/A PC PAYMENT 2 OF 2 - SOCIAL EMOTIONAL PROGRAMMING 50,000

CARAS

PO BOX 443
CATANO,PR00963 		N/A PC GENERAL OPERATING SUPPORT 100,000

CENTER FOR RURAL YOUTH DEVELOPMENT (WORLD YOUTH INSTITUTE)

PO BOX 31
YARMOUTH,ME04096 		N/A PC GENERAL OPERATING SUPPORT 100,000

CHABAD JEWISH CENTER OF PUERTO RICO

PMB 122 5900 ISLA VERDE AVE L-2
CAROLINA,PR00979 		N/A PC YOUTH CENTER 150,000

CORPORACION JUVENIL PARA EL DESAROLLO DE COMUNIDADES SOSTENIBLES

20 AVE LUIS MUNOZ MARIN PMB 179
CAGUAS,PR00725 		N/A PC EQUIPMENT LENDING PROGRAM AND TECHNICAL ASSISTANCE 233,080

CORPORACION JUVENIL PARA EL DESAROLLO DE COMUNIDADES SOSTENIBLES

20 AVE LUIS MUNOZ MARIN PMB 179
CAGUAS,PR00725 		N/A PC 350 CAPACITY TRUCK 16,000

CULTIVATING COMMUNITY

PO BOX 3792
PORTLAND,ME04104 		N/A PC GENERAL OPERATING SUPPORT 30,000

FRIENDS OF KATHADIN WOODS AND WATERS

PO BOX 18177
PORTLAND,ME04112 		N/A PC KATAHDIN LEARNING PROJECT 30,000

FUNDACION CORTES

210 CALLE SAN FRANCISCO
SAN JUAN,PR00901 		N/A PC EDUCA CORTES 75,000

HAND IN HAND MANO EN MANO

PO BOX 573
MILBRIDGE,ME04658 		N/A PC RAYITOS DE SOL BILINGUAL CHILDCARE 50,000

HARDY GIRLS HEALTHY WOMEN

PO BOX 821
WATERVILLE,ME04903 		N/A PC GENERAL OPERATING SUPPORT 30,000

HEALTHY COMMUNITY COALITION

105 MT BLUE CIRCLE SUITE 1
FARMINGTON,ME04938 		N/A PC YOUTH THRIVING IN PLACE PROJECT 30,000

HEARTY ROOTS

PO BOX 302
BRISTOL,ME04539 		N/A PC A CAMPUS FOR MINDFUL ADVENTURE 250,000

HISPANIC FEDERATION INC

55 EXCHANGE PLACE 5TH FLO STE 501
NEW YORK,NY10005 		N/A PC HISPANIC FEDERATION PUERTO RICO OFFICE - AGRICULTURE PROJECTS 75,000

JANE STERN DORADO COMMUNITY LIBRARY

PO BOX 609
DORADO,PR00646 		N/A PC GENERAL OPERATING SUPPORT 10,000

KNOX COUNTY HOMELESS COALITION

PO BOX 1696
ROCKLAND,ME04841 		N/A PC THE LANDING PLACE 30,000

LEAD COLLABORATIVE

800 AVE ROBERTO H TODD
SAN JUAN,PR00907 		N/A PC GENERAL OPERATING SUPPORT 50,000

LEAD COLLABORATIVE

800 ROBERTO H TODD AVE
SAN JUAN,PR00911 		N/A PC GENERAL OPERATING SUPPORT (PAYMENT 2 OF 3) 33,390

MAINE INITIATIVES

56 NORTH ST SUITE 100
PORTLAND,ME04101 		N/A PC GENERAL OPERATING SUPPORT 30,000

MAINE INSIDE OUT

PO BOX 1062
LEWISTON,ME04243 		N/A PC GENERAL OPERATING SUPPORT 30,000

MAINE ORGANIC FARMERS & GARDENERS ASSOCIATION

PO BOX 170
UNITY,ME04988 		N/A PC GENERAL OPERATING SUPPORT 30,000

MAINE RESILIENCE BUILDING NETWORK

227 BENSON RD
MANCHESTER,ME04351 		N/A PC SUMMIT SPONSORSHIP 2,500

MAINE RESILIENCE BUILDING NETWORK

227 BENSON RD
MANCHESTER,ME04351 		N/A PC SUMMIT PRINTING 2,083

MAINE RESILIENCE BUILDING NETWORK

227 BENSON RD
MANCHESTER,ME04351 		N/A PC 26 GRANTEE REGISTRATIONS FOR MRBN SUMMIT 4,080

MAINE RESILIENCE BUILDING NETWORK

227 BENSON RD
MANCHESTER,ME04351 		N/A PC GENERAL OPERATING SUPPORT 50,000

MAINE YOUTH ALLIANCE

78 A MAINE ST
BELFAST,ME04915 		N/A PC THE GAME LOFT GENERAL OPERATING SUPPORT 30,000

MIDCOAST COMMUNITY ALLIANCE DBA MIDCOAST YOUTH CENTER

4 OLD BRUNSWICK RD
BATH,ME04530 		N/A PC GENERAL OPERATING SUPPORT 30,000

MIDDLEBURY COLLEGE

14 OLD CHAPEL RD
MIDDLEBURY,VT05753 		N/A PC MAHANEY ARTS CENTER 10,000

MONTE AZUL INC

PO BOX 531
MARICAO,PR00606 		N/A PC YABUCOA SUSTAINABLE AGRICULTURE HUB 20,000

MUJERES DE ISLAS

PO BOX 358
CULEBRA,PR00775 		N/A PC CULEBRA FISHING INDUSTRY SUPPORT 85,110

NOPI INC (RIVERS AND ROADS)

19 CORN SHOP
FRYEBURG,ME04037 		N/A PC RIVERS AND ROADS GENERAL OPERATING SUPPORT 30,000

NORTHEAST ORGANIC FARMING ASSOCIATION OF VERMONT

14 PLEASANT ST
RICHMOND,VT05477 		N/A PC FLOOD RELIEF EFFORTS 40,000

NUESTRA ESCUELA

352 CALLE SAN CLAUDIO STE 1 PMB 133
SAN JUAN,PR00926 		N/A PC APRENDO HACIENDO - VOCATIONAL SCHOOL 50,000

OLYMPIA SNOWE WOMENS LEADERSHIP INSTITUTE

ONE CANAL PLAZA SUITE 501
PORTLAND,ME04101 		N/A PC GENERAL OPERATING SUPPORT 30,000

OUR PLACE PORTLAND INC

8 THURSTON LANE
SCARBOROUGH,ME04074 		N/A PC GENERAL OPERATING SUPPORT 30,000

OUT MAINE

PO BOX 1723
ROCKLAND,ME04841 		N/A PC PAF FIELD BUILDING SUMMER PILOT 2,500

OUT MAINE

PO BOX 1723
ROCKLAND,ME04841 		N/A PC GENERAL OPERATING SUPPORT AND FIELD BUILDING (PAYMENT 1 OF 3) 100,000

PLATFORM FOR SOCIAL IMPACT

PO BOX 79526
CAROLINA,PR00984 		N/A PC PLATFORM FOR SOCIAL IMPACT PAYMENT 2 OF 2 500,000

PLENITUD INICIATIVAS ECO-EDUCATIVAS INC

PO BOX 394
LAS MARIAS,PR00670 		N/A PC INCREASING FOOD ACCESS AND WELLBEING OPPORTUNITIES FOR THE RURAL WESTERN REGION OF PR 188,825

PORTLAND COMMUNITY SQUASH

66 NOYES ST
PORTLAND,ME04103 		N/A PC PETER ALFOND COMMUNITY COMMONS (PAYMENT 1 OF 2) 150,000

PRODUCE LLC

HC44 BOX 13470
CAYEY,PR00736 		N/A NC PRODUCE RESEARCH ANALYSIS AND DATA VISUALIZATION & DASHBOARD (PAYMENT 2 OF 3) 21,000

PRODUCTORES DE CAFE DE PUERTO RICO INC

PO BOX 945
ADJUNTAS,PR00601 		N/A NC CLIMATE SMART PARTNERSHIP 100,000

PUERTO RICO EDUCATION FOUNDATION

PO BOX 10050
SAN JUAN,PR00908 		N/A PC CAMINO HACIA LA META COACHES 105,225

QUALITY HOUSING COALITION

188 STATE ST STE 402
PORTLAND,ME04101 		N/A PC GENERAL OPERATING SUPPORT 5,000

RURAL ASPIRATIONS PROJECT

197 NICKERSON RD
SWANVILLE,ME04915 		N/A PC GENERAL OPERATING SUPPORT 30,000

RURAL FUTURES FUND

PO BOX 10370
PORTLAND,ME04104 		N/A PF PAF FIELD BUILDING SUMMER PILOT 2,500

SHAAREY TPHILOH SYNAGOGUE

400 DEERING AVE
PORTLAND,ME04103 		N/A PC NOYES ST BUILDING HISTORY RECOGNITION 1,800

SUNRISE COUNTY ECONOMIC COUNCIL

7 AMES WAY
MACHIAS,ME04654 		N/A PC FAMILY FUTURES DOWNEAST GENERAL OPERATING SUPPORT 80,000

TECHNOSERVE

1777 N KENT ST STE 1100
ARLINGTON,VA22209 		N/A PC REVIVAMOS NUESTRO CAFE PAYMENT 2 OF 2 20,000

TECHNOSERVE

1777 N KENT ST STE 1100
ARLINGTON,VA22209 		N/A PC REVIVAMOS NUESTRO CAFE 50,000

THE TELLING ROOM

225 COMMERCIAL ST STE 201
PORTLAND,ME04101 		N/A PC GENERAL OPERATING SUPPORT 30,000

THE WILDFLOWER FOUNDATION

1330 LAGOON AVE 4TH FLOOR
MINNEAPOLIS,MN55408 		N/A PC ELEMENTARY SEED FUNDING AT SUPER HEROES FOUNDATION 65,000

TOP 10 FOUNDATION

777 BRICKELL AVE STE 1210
MIAMI,FL33131 		N/A PC GENERAL OPERATING SUPPORT 30,000

TREE STREET YOUTH

144 HOWE ST
LEWISTON,ME04240 		N/A PC PAF FIELD BUILDING SUMMER PILOT 2,500

TREE STREET YOUTH

144 HOWE ST
LEWISTON,ME04240 		N/A PC GENERAL OPERATING SUPPORT AND FIELD BUILDING (PAYMENT 1 OF 3) 100,000

TREKKERS

325 OLD COUNTY RD
ROCKLAND,ME04841 		N/A PC GENERAL OPERATING SUPPORT 30,000

VIEQUES CONSERVATION & HISTORICAL TRUST

138 CALLE FLAMBOYAN
VIEQUES,PR00765 		N/A PC MANTA EDUCATION PROGRAM 45,000

WABANAKI PUBLIC HEALTH & WELLNESS

PO BOX 1356
BANGOR,ME04402 		N/A PC GENERAL OPERATING SUPPORT 50,000

WABANAKI PUBLIC HEALTH & WELLNESS

PO BOX 1356
BANGOR,ME04402 		N/A PC UNITY CONFERENCE 10,000

WABANAKI PUBLIC HEALTH & WELLNESS

PO BOX 1356
BANGOR,ME04402 		N/A PC WABANAKI YOUTH WHITE HOUSE VISIT 2,500

WABANAKI YOUTH IN SCIENCE

PO BOX 215
INDIAN ISLAND,ME04468 		N/A PC GENERAL OPERATING SUPPORT 30,000

WHY HUNGER

505 EITH AVE STE 2100
NEW YORK,NY10018 		N/A PC EASTERN WOODLANDS REMATRIATION COLLECTIVE 30,000

YELLOW TULIP PROJECT

533 CONGRESS ST
PORTLAND,ME04101 		N/A PC GENERAL OPERATING SUPPORT 30,000
Total .................................right arrow 3a 4,059,093
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 79,471  
4 Dividends and interest from securities .... 901101 1,273 14 1,316,151  
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 .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 631,321  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aORDINARY UBI LOSS THROUGH K-1S 		901101 -72,016 14 72,016  
bGRANT REFUND     01 50,972  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -70,743 2,149,931 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,079,188
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
PETER ALFOND FOUNDATION
EIN:
22-3267949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION SERVICES 12,585 0   14,685

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

TY 2023 ExpenditureResponsibilityStmt
Name:
PETER ALFOND FOUNDATION
EIN:
22-3267949
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
AGROEMPRESARIAS DE PUERTO RICO
  		PO BOX 1924
LARES   00669
RQ 		2021-08-27 50,000 AIDING FEMALE FARMERS 31,485 N/A 10/24/24    
BEAN COUNTERS LLC
  		30 CALLE SURF
RINCON   00677
RQ 		2023-04-10 125,000 SUSTAINABLE FARMING SUPPORT AND HEIRLOOM COFFEE PROPAGATION 63,758 N/A 7/05 & 06/2024 ; 7/30/2024    
FINCA SEMILA
  		SEMILA LLC
BARCELONETA   00652
RQ 		2022-09-27 5,000 HURRICANE FIONA AID 5,000 N/A 10/25/24    
PARA LA NATURALEZA
  		PO BOX 9023554
SAN JUAN   00902
RQ 		2022-07-21 76,000 COMPOSTING PROJECT - REALLOCATED TO FOOD DOCUSERIES IN JULY 2023 0 N/A 10/24/24    
PARA LA NATURALEZA
  		PO BOX 9023554
SAN JUAN   00903
RQ 		2022-12-08 100,000 GASTRONOMY PROJECT 100,000 N/A 10/30/24    
PRODUCE LLC
  		HC44 BOX 13470
CAYEY   00736
RQ 		2022-08-11 82,500 FOOD INDEX RESEARCH ANALYSIS AND DATA VISUALIZATION 82,500 N/A 12/1/23    
PRODUCE LLC
  		HC44 BOX 13470
CAYEY   00736
RQ 		2023-11-09 21,000 FOOD INDEX RESEARCH ANALYSIS AND DATA VISUALIZATION 21,000 N/A 12/1/23    
PRODUCTORES DE CAFE DE PUERTO RICO INC
  		PO BOX 945
ADJUNTAS   00601
RQ 		2022-10-13 27,457 AGROHUB RESEARCH PROJECT - REALLOCATED TO CLIMATE SMART PARTNERSHIP IN APRIL 2023 27,457 N/A 1/19/2024    
PRODUCTORES DE CAFE DE PUERTO RICO INC
  		PO BOX 945
ADJUNTAS   00601
RQ 		2023-01-12 100,000 CLIMATE SMART PARTNERSHIP 100,000 N/A 1/19/2024    
RURAL FUTURES FUND
  		PO BOX 10370
PORTLAND,ME04104 		2023-08-17 2,500 PAF FIELD BUILDING SUMMER PILOT 2,500 N/A 8/21/23    

TY 2023 InvestmentsCorpBondsSchedule
Name:
PETER ALFOND FOUNDATION
EIN:
22-3267949
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 102,000.00 UNITS 102,000 100,495
ABBOTT LABORATORIES 99,000.00 UNITS 99,000 97,539
ADOBE INC 76,000.00 UNITS 70,878 71,315
ADOBE INC 80,000.00 UNITS 74,608 75,069
ALPHABET INC 82,000.00 UNITS 66,779 67,922
ALPHABET INC 87,000.00 UNITS 70,852 72,063
ALTRIA GROUP INC 53,000.00 UNITS 50,325 51,114
AMAZON.COM INC 71,000.00 UNITS 64,727 67,633
AMAZON.COM INC 87,000.00 UNITS 75,336 75,022
AMAZON.COM INC 87,000.00 UNITS 75,336 75,022
AMERN EXPRESS CO 106,000.00 UNITS 104,367 105,880
AMERN EXPRESS CO 71,000.00 UNITS 69,877 70,455
AMPHENOL CORP 71,000.00 UNITS 70,757 71,095
AMPHENOL CORP 75,000.00 UNITS 74,744 75,100
ANHEUSER-BUSCH CO/INBEV 55,000 UNITS 53,866 53,999
ANHEUSER-BUSCH CO/INBEV 76,000.00 UNITS 74,434 74,617
AON CORP 72,0000.00 UNITS 63,336 63,839
APPLE INC 110,000.00 UNITS 105,658 105,329
ASTRAZENECA FIN LLC 65,000.00 UNITS 67,062 67,219
ASTRAZENECA FIN LLC 68,000.00 UNITS 70,158 70,321
ASTRAZENECA PLC 88,000.00 UNITS 82,050 84,526
BK OF AMER CORP 129,000.00 UNITS 122,922 123,941
BK OF AMER CORP 52,000.00 UNITS 51,402 51,798
BK OF AMER CORP 54,000.00 UNITS 51,456 51,882
BK OF AMER CORP 61,000.00 UNITS 50,846 51,504
BK OF AMER CORP 93,000.00 UNITS 80,025 81,963
BK OF NY MELLON CORP 50,000.00 UNITS 48,999 48,745
BK OF NY MELLON CORP 88,000.00 UNITS 74,541 75,101
BLACKROCK INC 123,000.00 UNITS 102,851 103,756
BLACKROCK INC 130,000.00 UNITS 108,697 109,661
BOOKING HOLDINGS INC 101,000.00 UNITS 98,274 98,643
BP CAP MARKETS AMER 59,000.00 UNITS 50,522 51,404
BROWN-FORMAN CORP 105,000.00 UNITS 106,318 107,052
CATERPILLAR FINL SVC 106,000.00 UNITS 102,884 105,895
CHUBB INA HOLDINGS INC 68,000.00 UNITS 65,819 66,154
CHUBB INA HOLDINGS INC 71,000.00 UNITS 68,630 69,072
CHURCH & DWIGHT CO INC 135,000.00 UNITS 106,811 114,714
CIGNA GROUP/THE 106,000.00 UNITS 101,467 102,154
CIGNA GROUP/THE 109,000.00 UNITS 107,399 107,620
CITIGROUP INC 139,000.00 UNITS 137,381 138,158
CITIGROUP INC 145,000.00 UNITS 143,307 144,122
COCA-COLA CO/THE 56,000.00 UNITS 50,252 51,166
COCA-COLA CO/THE 59,000.00 UNITS 51,879 51,463
COCA-COLA CO/THE 81,000.00 UNITS 69,630 70,653
COLGATE-PALMOLIVE CO 42,000 UNITS 43,396 43,042
COLGATE-PALMOLIVE CO 60,000.00 UNITS 59,152 59,758
COLGATE-PALMOLIVE CO 99,000.00 UNITS 102,291 101,456
COMCAST CORP 43,000.00 UNITS 42,482 42,767
COMCAST CORP 47,000.00 UNITS 50,155 50,059
COMCAST CORP 64,000.00 UNITS 60,856 62,129
COMCAST CORP 68,000.00 UNITS 65,553 65,563
CONOCOPHILLIPS CO 78,000.00 UNITS 74,957 75,771
CONOCOPHILLIPS CO 78,000.00 UNITS 74,889 75,771
COSTCO WHSL CORP 87,000.00 UNITS 74,759 74,526
COSTCO WHSL CORP 88,000.00 UNITS 75,618 75,382
CSX CORP 55,000.00 UNITS 52,789 53,561
DH EUROPE FIN II 82,000.00 UNITS 73,565 74,217
DUKE ENERGY PROGRESS LLC 49,000.00 UNITS 50,064 50,503
DUKE ENERGY PROGRESS LLC 57,000.00 UNITS 58,238 58,748
ECOLAB INC 79,000.00 UNITS 65,579 67,219
ECOLAB INC 84,000.00 UNITS 69,730 71,474
ELECTR ARTS INC 122,000.00 UNITS 100,607 101,808
ELECTR ARTS INC 98,000.00 UNITS 81,210 81,780
ELEVANCE HEALTH INC 53,000.00 UNITS 50,104 50,614
ELEVANCE HEALTH INC 72,000.00 UNITS 70,268 70,944
ENTERPRISE PRODUCTS OPER 57,000.00 UNITS 58,477 59,654
ENTERPRISE PRODUCTS OPER 58,000.00 UNITS 50,496 52,453
EXXON MOBIL CORP 119,000.00 UNITS 108,590 108,246
EXXON MOBIL CORP 151,000.00 UNITS 137,791 137,354
GILEAD SCIENCES INC 62,000.00 UNITS 50,417 51,948
GILEAD SCIENCES INC 71,000.00 UNITS 70,362 70,659
GOLDMAN SACHS GROUP INC 53,000.00 UNITS 51,385 51,543
GOLDMAN SACHS GROUP INC 60,000.00 UNITS 50,906 51,505
GOLDMAN SACHS GROUP INC 71,000.00 UNITS 63,643 65,468
GOLDMAN SACHS GROUP INC 76,000.00 UNITS 74,319 75,571
HONEYWELL INTL 52,000.00 UNITS 54,436 54,397
HONEYWELL INTL 68,000.00 UNITS 71,120 71,135
JOHN DEERE CAP CORP 73,000.00 UNITS 74,314 74,087
KIMBERLY-CLARK CORP 59,000.00 UNITS 60,121 59,309
KIMBERLY-CLARK CORP 69,000.00 UNITS 70,311 69,361
KLA CORP 68,000.00 UNITS 66,591 67,632
KLA CORP 72,000.00 UNITS 70,508 71,611
LINDE INC/CT 81,000.00 UNITS 81,203 80,825
LOCKHEED MARTIN CORP 48,000.00 UNITS 50,806 50,911
LOCKHEED MARTIN CORP 63,000.00 UNITS 64,949 65,025
LOCKHEED MARTIN CORP 63,000.00 UNITS 66,681 66,820
LOCKHEED MARTIN CORP 72,000.00 UNITS 74,228 74,314
MARSH & MCLENNAN COS INC 52,000.00 UNITS 50,662 51,021
MARSH & MCLENNAN COS INC 72,000.00 UNITS 71,066 71,702
MASTERCARD INC 144,000.00 UNITS 117,519 121,453
MASTERCARD INC 151,000 UNITS 123,257 127,357
MID-AMERICA APARTMENTS 105,000.00 UNITS 100,535 101,970
MID-AMERICA APARTMENTS 111,000 UNITS 106,121 107,797
MORGAN STANLEY 52,000.00 UNITS 49,077 49,591
MORGAN STANLEY 56,000.00 UNITS 55,161 55,277
MORGAN STANLEY 63,000.00 UNITS 62,056 62,186
MORGAN STANLEY 64,000.00 UNITS 50,195 52,994
MORGAN STANLEY 67,000.00 UNITS 51,863 54,688
MORGAN STANLEY 80,000.00 UNITS 75,502 76,295
NEXTERA ENERGY CAP 68,000.00 UNITS 67,193 67,551
NIKE INC 78,000.00 UNITS 74,044 74,028
NIKE INC 78,000.00 UNITS 74,044 74,028
PEPSICO INC 68,000.00 UNITS 66,509 66,566
PEPSICO INC 72,000.00 UNITS 70,421 70,481
PEPSICO INC 80,000 UNITS 67,298 67,928
PEPSICO INC 89,000.00 UNITS 74,869 75,570
PFIZER INFC 49,000.00 UNITS 48,182 48,751
PFIZIER INC 36,000.00 UNITS 35,399 35,817
PHILIP MORRIS INTL INC 64,000.00 UNITS 64,477 64,684
PHILIP MORRIS INTL INC 74,000 UNITS 70,424 70,904
PHILLIPS 66 63,000.00 UNITS 62,015 61,981
PHILLIPS 66 71,000.00 UNITS 69,890 69,851
PROCTER & GAMBLE CO/THE 59,000.00 UNITS 51,290 52,117
PROLOGIS LP 111,000.00 UNITS 105,530 112,502
PROLOGIS LP 134,000.00 UNITS 108,682 111,280
PUB SVC CO 103,000.00 UNITS 100,227 98,973
PUB SVC CO 97,000.00 UNITS 94,389 93,208
PUB SVC ELEC 51,000.00 UNITS 50,953 51,005
PUB SVC ELEC 76,000.00 UNITS 75,969 76,008
S&P GLOBAL INC 73,000.00 UNITS 66,469 67,498
S&P GLOBAL INC 78,000.00 UNITS 71,021 72,122
SALESFORCE INC 70,000.00 UNITS 66,437 68,235
SALESFORCE INC 75,000.00 UNITS 71,183 73,109
SHELL INTL FIN 50,000.00 UNITS 49,666 49,197
SHELL INTL FIN 59,000.00 UNITS 58,606 58,052
ST STR CORP 51,000.00 UNITS 45,587 46,781
ST STR CORP 84,000.00 UNITS 73,978 74,974
THERMO FISHER SCIENTIFIC 45,000.00 UNITS 46,268 45,842
THERMO FISHER SCIENTIFIC 54,000.00 UNITS 51,009 52,280
TORONTO-DOMINION BK 105,000.00 UNITS 102,074 103,685
TORONTO-DOMINION BK 88,000.00 UNITS 85,547 86,898
UN PAC CORP 53,000.00 UNITS 51,558 51,737
UN PAC CORP 55,000.00 UNITS 54,086 54,753
UN PAC CORP 60,000.00 UNITS 58,368 58,571
UNITEDHEALTH GROUP INC 48,000.00 UNITS 47,153 47,294
UNITEDHEALTH GROUP INC 51,000.00 UNITS 50,904 50,917
UNITEDHEALTH GROUP INC 59,000.00 UNITS 58,889 58,904
UNITEDHEALTH GROUP INC 68,000.00 UNITS 58,158 58,923
UNITEDHEALTH GROUP INC 84,000.00 UNITS 71,843 72,788
UTD PARCEL SVC 101,000.00 UNITS 101,979 101,969
UTD PARCEL SVC 102,000.00 UNITS 102,988 102,979
VA ELEC & PWR CO 52,000.00 UNITS 51,149 51,834
VA ELEC & PWR CO 76,000.00 UNITS 74,657 74,202
VERIZON COMMUNICATIONS 53,000.00 UNITS 50,992 52,431
VERIZON COMMUNICATIONS 61,000.00 UNITS 58,467 60,346
WALMART INC 139,000.00 UNITS 137,746 138,708
WALMART INC 144,000.00 UNITS 142,701 143,698
WASTE MGMT INC 101,000.00 UNITS 81,901 82,540
WASTE MGMT INC 94,000.000 UNITS 76,292 76,819
WELLS FARGO & CO 54,000.00 UNITS 50,570 51,622
WELLS FARGO & CO 67,000.00 UNITS 64,224 64,725
WELLS FARGO & CO 76,000.00 UNITS 75,056 75,897
WELLS FARGO & CO 98,000.00 UNITS 93,085 96,071

TY 2023 InvestmentsOtherSchedule2
Name:
PETER ALFOND FOUNDATION
EIN:
22-3267949
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTAS PARTNERS HOLDINGS II LP AT COST 866,827 1,151,868
ANGELO GORDON CS HOLDINGS FUND, LP AT COST 470,856 1,220,435
ARTISAN INTL VAL-INST 8,931.814 SHRS AT COST 390,814 410,506
ARTISAN INTL VAL-INST(APHK EXT: X) 10,146.213 SHRS AT COST 443,945 466,320
COHEN & STEERS REAL ESTATE-F (CREFX) 21,020.32 SHRS AT COST 298,382 349,568
COHEN & STEERS RL EST-F(X) 23,637.31 SHRS AT COST 337,928 393,089
DODGE & COX INCOME (DODIX) 120,782.44 SHRS AT COST 1,532,563 1,524,274
DODGE & COX INCOME-I(X) 137,075.68 SHRS AT COST 1,773,031 1,729,895
FIDELITY 500 INDEX FUND(FXAI EXT: X) 42,853.512 SHRS AT COST 5,013,339 7,091,828
FIDELITY 500 INDEX-INST PRM (FXAIX) 37,101.107 SHRS AT COST 4,367,342 6,139,862
FIDELITY INTL INDX-INST PRM (FSPSX) 22,062.146 SHRS AT COST 856,020 1,044,643
FIDELITY INTL INDX-INST PRM(FSPS EXT: X) 24,777.797 SHRS AT COST 960,689 1,173,229
GOSVENOR ALTERNATIVE INVESTMENT 2,944.853 SHARES AT COST 3,262,859 3,867,938
GROSVENOR ALTERNATIVE INVESTMENT 3,547.230 SHRS AT COST 3,902,128 4,659,134
HEALTH CARE SELECT SECTOR (XLV) 2,422.00 SHRS AT COST 244,265 330,312
HEALTH CARE SELECT SECTOR(XLV) 2,755.00 SHRS AT COST 277,849 375,727
INVESCO QQQ TRUST SERIES 1 (QQQ) 2,721.00 SHRS AT COST 694,192 1,114,304
INVESCO QQQ TRUST SERIES(QQQ) 1 3,070.000 SHRS AT COST 776,663 1,257,226
INVESCO S&P 500 EQUAL WEIGHT 3,324.00 SHRS AT COST 496,268 524,527
INVESCO S&P 500 EQUAL WEIGHT(RSP) 3,826.00 SHRS AT COST 571,515 603,743
INVICTUS OPPORTUNITY FUND II LP AT COST 1,351,781 1,877,028
ISHARES 7-10 YEAR TREASURY B (IEF) 20,432.00 SHRS AT COST 1,985,836 1,969,440
ISHARES 7-10 YEAR TREASURY B(IEF) 28,565.00 SHRS AT COST 2,797,519 2,753,381
ISHARES BIOTECHNOLOGY ETF 1,566.00 SHRS AT COST 164,133 163,563
ISHARES BIOTECHNOLOGY ETF(IBB) 1,566.00 SHRS AT COST 213,482 212,741
ISHARES CORE MSCI EMERGING (IEMG) 30,976.00 SHRS AT COST 1,616,421 1,566,766
ISHARES CORE MSCI EMERGING(IEMG) 35,495.000 SHRS AT COST 1,806,577 1,795,337
ISHARES CORE S&P MIDCAP ETF 2.511.00 SHRS AT COST 656,369 695,924
ISHARES CORE S&P MIDCAP ETF(IJH) 2,850 SHRS AT COST 744,983 789,878
ISHARES GOLD TRUST (IAU) 13,451.000 SHRS AT COST 482,769 524,993
ISHARES GOLD TRUST(IAU) 15,109.000 SHRS AT COST 542,519 589,704
ISHARES MSCI JAPAN ETF (EWJ) 11,660.00 SHRS AT COST 659,303 747,872
ISHARES MSCI JAPAN ETF(EWJ) 13,127.000 SHRS AT COST 744,382 841,966
JPMORGAN BETABUILDERS CANADA 3,891.00 SHRS AT COST 243,645 249,491
JPMORGAN BETABUILDERS CANADA(BBCA) 4,711.000 SHRS AT COST 294,991 302,069
MHS CAPITAL PARTNERS III, LP AT COST 160,000 157,550
NEUBERGER BERMAN LONG SH-INS 36,783.976 SHRS AT COST 634,156 641,880
NEUBERGER BERMAN LONG SH-INS(X) 41,790.107 SHRS AT COST 720,461 729,237
PARNASSUS CORE EQUITY-INST (PRILX) 19,658.621 SHRS AT COST 924,307 1,086,335
PARNASSUS CORE EQUITY-INST(PRIL EXT: X) 22,161.586 SHRS AT COST 1,031,237 1,224,649
PEG GLOBAL PRIVATE EQUITY IX AT COST 1,350,201 1,939,529
PEG GLOBAL PRIVATE EQUITY X SA AT COST 1,434,763 1,576,699
PEPPERTREE CAPITAL FUND VIII QP AT COST 956,253 1,390,285
PIMCO COMMODITYPL STRAT-INS (PCLIX) 75,448.999 SHRS AT COST 580,096 497,209
PIMCO COMMODITYPL STRAT-INS(X) 74,615.983 SHRS AT COST 547,128 491,719
PIMCO TOTAL RETURN FUND-INST (PTTRX) 142,944.49 SHRS AT COST 1,298,746 1,236,470
PIMCO TOTAL RETURN FUND-INST(X) 162,502.14 SHRS AT COST 1,458,397 1,405,644
REDCAR FUND I LP AT COST 975,254 811,049
RMWC DIRECT LENDING OPPORTUNITIES FUND III LP AT COST 414,680 566,229
SCHWAB U.S. TIPS ETF (SCHP) 9463.00 SHRS AT COST 557,031 493,969
SCHWAB U.S. TIPS ETF(SCHP) 10,722.00 SHRS AT COST 631,887 559,688
SPDR EURO STOXX 50 ETF 10,303.00 SHRS AT COST 490,809 492,586
SPDR EURO STOXX 50 ETF(FEZ) 11,717.000 SHRS AT COST 558,169 560,190
VANECK GOLD MINERS ETF (GDX) 5,449.00 SHRS AT COST 189,509 168,973
VANECK GOLD MINERS ETF(GDX) 6,196.000 SHRS AT COST 215,292 192,138
VANECK OIL SERVICES ETF (OIH) 1,172.00 SHRS AT COST 228,670 362,757
VANECK OIL SERVICES ETF(OIH) 1,281.000 SHRS AT COST 249,937 396,495
VANGUARD FTSE EUROPE ETF (VGK) 10,960.00 AT COST 656,684 706,701
VANGUARD FTSE EUROPE ETF (VGK) 12,301.000 SHRS AT COST 737,032 793,168
WISDOMTREE JAPAN HEDGED EQ(DXJ) 1,961.00 SHRS AT COST 177,760 172,529
WISDOMTREE JAPAN HEDGED FQ 1,727.00 SHRS AT COST 156,548 151,941

TY 2023 LegalFeesSchedule
Name:
PETER ALFOND FOUNDATION
EIN:
22-3267949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL SERVICES 14,775 0   14,775


TY 2023 OtherAssetsSchedule
Name:
PETER ALFOND FOUNDATION
EIN:
22-3267949
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAMMATIC LOAN RECEIVABLE   200,000 200,000


TY 2023 OtherExpensesSchedule
Name:
PETER ALFOND FOUNDATION
EIN:
22-3267949
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEMBERSHIP DUES 18,765 0   18,765
INSURANCE 4,658 0   4,658
OFFICE EXPENSES 6,568 0   6,568
PARTNERSHIP EXPENSES 0 42,657   0
PAYROLL SERVICE FEE 3,397 0   3,397


TY 2023 OtherIncomeSchedule2
Name:
PETER ALFOND FOUNDATION
EIN:
22-3267949
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME (LOSS) THROUGH K-1S 0 72,459 0
GRANT REFUND 50,972   50,972


TY 2023 OtherProfessionalFeesSchedule
Name:
PETER ALFOND FOUNDATION
EIN:
22-3267949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOUNDATION MANAGEMENT FEES 262,296 0   262,296
INVESTMENT MANAGEMENT FEES 221,948 221,948   0
WEALTH MANAGEMENT CONSULTING 19,519 19,519   0
ECONOMIC AND PLANNING CONSULTING 11,000 0   11,000
GRANT-MAKING CONSULTING 1,500 0   1,500
PROGRAM CONSULTING 6,000 0   6,000


TY 2023 TaxesSchedule
Name:
PETER ALFOND FOUNDATION
EIN:
22-3267949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 40,000 0   0
FOREIGN TAXES 0 5   0