AICHER FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AICHER FAMILY FOUNDATION INC (EIN 06-1398331)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201631349349102403
- Schema version
- 2015v2.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T13:07:28-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | SPARROW & COMPANY | 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 | 2015-01-01 | 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 | 2016-05-10 | 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 | 2016-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,450,598 | 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 | $129,260 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,260 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $361,974 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,980,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $361,974 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $491,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $491,234 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $460 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $460 | LegalFeesDsbrsChrtblAmt |
| 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 | $30,882 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,882 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,534 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $40,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,892 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,165,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,127,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$674,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $453,385 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $248 | CashBOYAmt |
| Cash EOY | $295 | CashEOYAmt |
| Cash EOYFMV | $295 | CashEOYFMVAmt |
| Acct Rcvbl | $5,598 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,981 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,598 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,598 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,147 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $366 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $366 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,610,863 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,695,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,695,993 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,138,809 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,253,803 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,253,803 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $844,658 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $494,543 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $494,543 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,605,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,450,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,450,598 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,605,706 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,450,598 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,605,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,450,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,605,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,450,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,605,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$674,507 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,931,199 | SubtotalAmt |
| Other Decreases | $480,601 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,450,598 | 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 | $1,438,477 | $1,519,391 | -$80,914 | -$80,914 |
| PUBLICALLY TRADED SECURITIES-LT | P | $2,529,865 | $2,099,127 | $430,738 | $430,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $361,974 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,124,313 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,937,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.162060 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,146,867 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,444,422 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.154057 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,127,315 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,521,145 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.149886 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,128,690 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,075,156 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.139773 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,228,579 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,947,989 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.137302 | DistributionYr5Rt |
| Total Distribution | 0.743078 | TotalDistributionRt |
| Average Distribution | 0.148616 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,937,743 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $882,444 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,534 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $886,978 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,127,892 | 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 | $4,534 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,534 | SubtotalAmt |
| Tax Based On Investment Income | $4,534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,900 | TotalPaymentsAndCreditsAmt |
| Overpayment | $366 | OverpaymentAmt |
| Applied To ES Tax | $366 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | DIANA JOHNSON | IndividualWithBooksNm |
| Phone | 4018614887 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 WILLIAMS STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | 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 | 1.00 | $0 | $0 | $0 |
| PETER AICHER | ||||||||
| 1303 NAPLES ROAD | HARRISON | ME | 04040 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DIANA JOHNSON | ||||||||
| 128 COOPER AVENUE | MONTCLAIR | NJ | 07043 | VICE PRES. | 1.00 | $0 | $0 | $0 |
| BRADFORD SPARROW | ||||||||
| 3552 PERIWINKLE WAY | NAPLES | FL | 34114 | TREASURER | 1.00 | $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 | $6,019,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,535 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,028,165 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,028,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,937,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,887 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,887 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,534 | TotalTaxAmt |
| Distributable Before Adj | $292,353 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $292,353 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $292,353 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,127,892 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,127,892 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,534 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,123,358 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,353 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $790,062 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $728,347 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $759,446 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $788,286 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $787,137 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,853,278 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,127,892 | QualifyingDistributionsAmt |
| Applied To Current Year | $292,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $835,539 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,688,817 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $790,062 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,898,755 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $728,347 | ExcessFromYear4Amt |
| Excess From Year3 | $759,446 | ExcessFromYear3Amt |
| Excess From Year2 | $788,286 | ExcessFromYear2Amt |
| Excess From Year1 | $787,137 | ExcessFromYear1Amt |
| Excess From Current Year | $835,539 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PAUL J AICHER FOUNDATION | |||||||
| 111 FOUNDERS PLAZA | SUITE 1403 | EAST HARTFORD | CT | 06108 | NONE | GENERAL PURPOSES | $1,100,000 |
| MAINE HUMANITIES COUNCIL | |||||||
| 674 BRIGHTON AVENUE | PORTLAND | ME | 04102 | CULTURAL HERITAGE PROGRAMS | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,125,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,260 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $361,974 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $491,234 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $491,234 | 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 | SPARROW & COMPANY | CategoryTxt |
| Amt | $4,865 | Amt |
| Net Investment Income | $2,433 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,432 | 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 | $1,253,803 | EOYBookValueAmt |
| EOYFMV | $1,253,803 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $3,695,993 | EOYBookValueAmt |
| EOYFMV | $3,695,993 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH EQUIVALENTS | FMV | $171,907 | $171,907 |
| REAL ESTATE INVESTMENT TRUSTS | FMV | $322,636 | $322,636 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOCKE LORD LLP | CategoryTxt |
| Legal Fees | $460 | LegalFeesAmt |
| Disbursements Charitable Prps | $460 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $480,601 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - BANK OF AMERIC | CategoryTxt |
| Amt | $30,882 | Amt |
| Net Investment Income | $30,882 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,534 | Amt |
| Net Investment Income | $4,534 | NetInvestmentIncomeAmt |