AICHER FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AICHER FAMILY FOUNDATION INC (EIN 06-1398331)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-17
- IRS object ID
- 201911989349100201
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-17T08:50:19-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050431790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIETTE MCCOART CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 BLACKSTONE VALLEY PLACE SUITE 10 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02865 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061398331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AICHER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AICH | BusinessNameControlTxt |
| Phone | 2076530265 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 OLD PRIMROSE HILL ROAD | AddressLine1Txt |
| City | RHINEBECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12572 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER AICHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2019-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARYANN MCCOART | PreparerPersonNm |
| PTIN | P00183013 | PTIN |
| Phone | 4013331331 | PhoneNum |
| Preparation | 2019-06-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.15.38.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-17 | IPDt |
| IP Tm | 08:50:19 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B3FEAD38AA2F8164C2A8EBD52442283CAE542ED5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C77C312D85C66B97A2DF408865AFCD1A9BA611EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,883,502 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $314,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $291,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,398,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,915 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $429,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $406,585 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,865 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,433 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,432 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,766 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,408 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $46,039 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,199 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,432 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,155,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,155,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,201,039 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,199 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,157,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$771,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $370,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $361 | CashBOYAmt |
| Cash EOY | $187 | CashEOYAmt |
| Cash EOYFMV | $187 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,468,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,704,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,704,035 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $594,573 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,200,195 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,200,195 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $351,764 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $584,824 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $584,824 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,030,493 | OtherAssetsBOYAmt |
| Other Assets EOY | $394,261 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $394,261 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,445,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,883,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,883,502 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,474 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,708 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,708 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,442,728 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,881,794 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,442,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,881,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,445,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,883,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,442,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$771,466 | ExcessRevenueOverExpensesAmt |
| Other Increases | $210,532 | OtherIncreasesAmt |
| Subtotal | $10,881,794 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,881,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SEC LT | P | $2,376,358 | $2,283,874 | $92,484 | $92,484 |
| - PER US TRUST BANK OF AMERICA | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,915 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,191,515 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,148,105 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.231447 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,146,668 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,057,141 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.226742 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,123,358 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,937,743 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.189189 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,124,313 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,937,643 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.162060 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,146,867 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,444,422 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.154057 | DistributionYr5Rt |
| Total Distribution | 0.963495 | TotalDistributionRt |
| Average Distribution | 0.192699 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,884,884 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,712,108 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,704 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,715,812 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,157,432 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,408 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,408 | SubtotalAmt |
| Tax Based On Investment Income | $7,408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,792 | OverpaymentAmt |
| Applied To ES Tax | $8,792 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | PETER AICHER | IndividualWithBooksNm |
| Phone | 4018614887 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 OLD PRIMROSE HILL ROAD | AddressLine1Txt |
| City | RHINEBECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12572 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER AICHER | ||||||||
| 1303 NAPLES ROAD | HARRISON | ME | 04040 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| DIANA JOHNSON | ||||||||
| 128 COOPER AVENUE | MONTCLAIR | NJ | 07043 | VICE PRESIDE | 0.25 | $0 | $0 | $0 |
| KATHRYN AICHER SLAWSON | ||||||||
| 49 ALLISON ROAD | PRINCETON | NJ | 08540 | SECRETARY | 0.25 | $0 | $0 | $0 |
| BRADFORD SPARROW | ||||||||
| 3552 PERIWINKLE WAY | NAPLES | FL | 34114 | TREASURER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,610,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $408,758 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,020,187 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,020,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,884,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $444,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $444,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,408 | TotalTaxAmt |
| Distributable Before Adj | $436,836 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $436,836 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $436,836 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,157,432 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,157,432 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,157,432 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $436,836 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $788,286 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $787,137 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $835,539 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $896,589 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $945,480 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,253,031 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,157,432 | QualifyingDistributionsAmt |
| Applied To Current Year | $436,836 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $720,596 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,973,627 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $788,286 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,185,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $787,137 | ExcessFromYear4Amt |
| Excess From Year3 | $835,539 | ExcessFromYear3Amt |
| Excess From Year2 | $896,589 | ExcessFromYear2Amt |
| Excess From Year1 | $945,480 | ExcessFromYear1Amt |
| Excess From Current Year | $720,596 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN SLAWSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 SAWMILL ROAD | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9088328994 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER STATING INTENDED PURPOSE AND AMOUNT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE, DISTRIBUTIONS ARE APPROVED AT ANNUAL MEETING. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PAUL J AICHER FOUNDATION | ||||||
| 75 CHARTER OAK AVE 2-300 | HARTFORD | CT | 06106 | NONE | GENERAL PURPOSES | $1,080,000 |
| MAINE HUMANITIES COUNCIL | ||||||
| 674 BRIGHTON AVENUE | PORTLAND | ME | 04102 | NONE | CULTURAL HERITAGE PROGRAMS | $25,000 |
| HARVARD UNIVERSITY | ||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | AMERICAN DEMOCRACY FELLOWSHIP | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,155,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $314,658 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,915 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $429,573 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $429,573 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION F | CategoryTxt |
| Amt | $4,865 | Amt |
| Net Investment Income | $2,433 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,432 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $3,200,195 | EOYBookValueAmt |
| EOYFMV | $3,200,195 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $6,704,035 | EOYBookValueAmt |
| EOYFMV | $6,704,035 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH EQUIVALENTS | FMV | $570,327 | $570,327 |
| ACCRUED INVESTMENT INTEREST | FMV | $14,497 | $14,497 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION RECEIVABLE | Desc |
| BOY Book Value | $7,030,493 | BOYBookValueAmt |
| EOY Book Value | $394,261 | EOYBookValueAmt |
| EOYFMV | $394,261 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $210,532 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXCISE TAX | Desc |
| BOY Book Value | $2,474 | BOYBookValueAmt |
| EOY Book Value | $1,708 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - BANK OF AMERIC | CategoryTxt |
| Amt | $33,766 | Amt |
| Net Investment Income | $33,766 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $7,408 | Amt |