AICHER FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: AICHER FAMILY FOUNDATION INC (EIN 06-1398331)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-07-30
IRS object ID: 201812119349100606
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-07-30T11:35:26-04:00	ReturnTs
Tax Period End	2017-12-31	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	2017-01-01	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	2078991990	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1303 NAPLES ROAD	AddressLine1Txt
City	HARRISON	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04040	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PETER AICHER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2078991990	PhoneNum
Signature	2018-07-19	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	2018-07-26	PreparationDt

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$11,445,202	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$7,310,089	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$93,880	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$93,880	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$500,481	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,714,265	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$500,481	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$812	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$812	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$7,905,262	TotalRevAndExpnssAmt
Total Net Invst Incm	$595,173	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$190	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$190	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,020	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,010	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,010	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$24,615	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$24,615	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$5,685	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$34,510	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$26,625	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,200	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,195,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,195,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,229,510	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$26,625	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,197,200	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$6,675,752	ExcessRevenueOverExpensesAmt
Net Investment Income	$568,548	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$361	CashBOYAmt
Cash EOY	$361	CashEOYAmt
Cash EOYFMV	$361	CashEOYFMVAmt
Acct Rcvbl	$4,520	AcctRcvblAmt
Acct Rcvbl BOY	$6,076	AcctRcvblBOYAmt
Acct Rcvbl EOY	$4,520	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$4,520	AcctRcvblEOYFMVAmt
Prepaid Expenses BOY	$3,211	PrepaidExpensesBOYAmt
Corporate Stock BOY	$3,312,887	CorporateStockBOYAmt
Corporate Stock EOY	$3,468,011	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,468,011	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$854,429	CorporateBondsBOYAmt
Corporate Bonds EOY	$594,573	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$594,573	CorporateBondsEOYFMVAmt
Other Investments BOY	$426,609	OtherInvestmentsBOYAmt
Other Investments EOY	$347,244	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$347,244	OtherInvestmentsEOYFMVAmt
Other Assets EOY	$7,030,493	OtherAssetsEOYAmt
Other Assets EOYFMV	$7,030,493	OtherAssetsEOYFMVAmt
Total Assets BOY	$4,603,573	TotalAssetsBOYAmt
Total Assets EOY	$11,445,202	TotalAssetsEOYAmt
Total Assets EOYFMV	$11,445,202	TotalAssetsEOYFMVAmt
Other Liabilities EOY	$2,474	OtherLiabilitiesEOYAmt
Total Liabilities EOY	$2,474	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$4,603,573	UnrestrictedBOYAmt
Unrestricted EOY	$11,442,728	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,603,573	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$11,442,728	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,603,573	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$11,445,202	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,603,573	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$6,675,752	ExcessRevenueOverExpensesAmt
Other Increases	$163,403	OtherIncreasesAmt
Subtotal	$11,442,728	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$11,442,728	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 SECURITIES ST	P	$170,304	$167,829	$2,475	$2,475
PUBLICALLY TRADED SECURITIES LT	P	$1,538,102	$1,045,955	$492,147	$492,147

Field	Value	IRS element (for citing)
Capital Gain Net Income	$500,481	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$2,475	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,146,668	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$5,057,141	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.226742	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,123,358	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$5,937,743	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.189189	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,124,313	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$6,937,643	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.162060	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,146,867	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$7,444,422	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.154057	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,127,315	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$7,521,145	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.149886	DistributionYr5Rt
Total Distribution	0.881934	TotalDistributionRt
Average Distribution	0.176387	AverageDistributionRt
Net Vl Noncharitable Assets	$5,148,105	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$908,059	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$5,685	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$913,744	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,197,200	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$5,685	InvestmentIncomeExciseTaxAmt
Subtotal	$5,685	SubtotalAmt
Tax Based On Investment Income	$5,685	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,211	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$8,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$11,211	TotalPaymentsAndCreditsAmt
Overpayment	$5,526	OverpaymentAmt
Applied To ES Tax	$5,526	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	1303 NAPLES ROAD	AddressLine1Txt
City	HARRISON	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04040	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

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
KATHRYN AICHER SLAWSON
19 SAWMILL ROAD	LEBANON	NJ	08833	SECRETARY	0.25	$0	$0	$0
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
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	$4,639,891	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$361	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$586,251	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,226,503	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$5,226,503	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$78,398	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,148,105	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$257,405	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$257,405	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,685	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,685	TotalTaxAmt
Distributable Before Adj	$251,720	DistributableBeforeAdjAmt
Distributable Before Ded	$251,720	DistributableBeforeDedAmt
Distributable As Adjusted	$251,720	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,197,200	ExpensesAndContributionsAmt
Qualifying Distributions	$1,197,200	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$5,685	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,191,515	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$251,720	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$759,446	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$788,286	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$787,137	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$835,539	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$896,589	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,066,997	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,197,200	QualifyingDistributionsAmt
Applied To Current Year	$251,720	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$945,480	RemainingDistriFromCorpusAmt
Total Corpus	$5,012,477	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$759,446	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$4,253,031	ExcessDistriCyovToNextYrAmt
Excess From Year4	$788,286	ExcessFromYear4Amt
Excess From Year3	$787,137	ExcessFromYear3Amt
Excess From Year2	$835,539	ExcessFromYear2Amt
Excess From Year1	$896,589	ExcessFromYear1Amt
Excess From Current Year	$945,480	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	$1,120,000
MAINE HUMANITIES COUNCIL
674 BRIGHTON AVENUE	PORTLAND	ME	04102	NONE	CULTURAL HERITAGE PROGRAMS	$25,000
HARVARD UNIVERSITY
25 SHATTUCK STREET	BOSTON	MA	02115	NONE	GENERAL PURPOSES	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,195,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$93,880	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$500,481	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Exclusion	14	ExclusionCd
Exclusion	$812	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$595,173	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$595,173	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	Address Line2ContributorUSAddress/AddressLine2Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
PAUL J AICHER FAMILY TRUST UT 1985
1	C/O BANK OF AMERICA US TRUST	100 WESTMINSTER STREET	PROVIDENCE	RI	02903	$279,596	Yes (X)
PAUL J AICHER FAMILY TRUST UT 1985
2	C/O BANK OF AMERICA US TRUST	100 WESTMINSTER STREET	PROVIDENCE	RI	02903	$7,030,493		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	2	ContributorNum
Noncash Property	PUBLICALLY TRADED SECURITIES	NoncashPropertyDesc
Fair Market Value	$7,030,493	FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	SPARROW & COMPANY	CategoryTxt
Amt	$4,020	Amt
Net Investment Income	$2,010	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,010	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt
-PER US TRUST BANK OF AMERICA	PURCHASE
-PER US TRUST BANK OF AMERICA	PURCHASE

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	FIXED INCOME SECURITIES	BondNm
EOY Book Value	$594,573	EOYBookValueAmt
EOYFMV	$594,573	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITY INVESTMENTS	StockNm
EOY Book Value	$3,468,011	EOYBookValueAmt
EOYFMV	$3,468,011	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
CASH EQUIVALENTS	FMV	$347,244	$347,244
REAL ESTATE INVESTMENT TRUSTS	FMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LOCKE LORD LLP	CategoryTxt
Legal Fees	$190	LegalFeesAmt
Disbursements Charitable Prps	$190	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	CONTRIBUTION RECEIVABLE	Desc
EOY Book Value	$7,030,493	EOYBookValueAmt
EOYFMV	$7,030,493	EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$812	RevenueAndExpensesPerBooksAmt
Net Investment Income	$812	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAINS ON INVESTMENTS	Desc
Amt	$163,403	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	ACCRUED EXCISE TAX	Desc
EOY Book Value	$2,474	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	$24,615	Amt
Net Investment Income	$24,615	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$5,685	Amt