AICHER FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AICHER FAMILY FOUNDATION INC (EIN 06-1398331)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-25
- IRS object ID
- 201120849349100502
- Schema version
- 2010v3.2
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-25T13:58:26-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPARROW & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 BLACKSTONE VALLEY PLACE SUITE 10 | AddressLine1 |
| City | LINCOLN | City |
| State | RI | State |
| ZIP Code | 02865 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061398331 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AICHER FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AICH | NameControl |
| Phone | 2078991990 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 JUNIPER LANE | AddressLine1 |
| City | FALMOUTH | City |
| State | ME | State |
| ZIP Code | 04105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER AICHER | Name |
| Title | PRESIDENT | Title |
| Phone | 2078991990 | Phone |
| Date Signed | 2011-03-05 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRADFORD A SPARROW | Name |
| Phone | 4013331331 | Phone |
| Date Prepared | 2011-03-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8907857 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 245535 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 245533 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 243539 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 8133540 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 243539 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 4622 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 4622 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 493696 | TotalRevenueAndExpenses |
| Total Net Investment Income | 493694 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 1099 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 1099 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4960 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2480 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2480 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 38245 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 38245 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 8849 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 8849 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 53153 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 49574 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3579 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1225000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1225000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1278153 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 49574 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1228579 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -784457 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 444120 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | 34530 | AccountsReceivable |
| Accounts Receivable BOY | 44866 | AccountsReceivableBOY |
| Accounts Receivable EOY | 34530 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 34530 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 1161 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 4973155 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5928590 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5928590 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3557799 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2203201 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2203201 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 648835 | InvestmentsOtherBOY |
| Investments Other EOY | 741536 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 741536 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 9225816 | TotalAssetsBOY |
| Total Assets EOY | 8907857 | TotalAssetsEOY |
| Total Assets EOYFMV | 8907857 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 5000 | AccountsPayableBOY |
| Accounts Payable EOY | 4282 | AccountsPayableEOY |
| Total Liabilities BOY | 5000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4282 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 9220816 | UnrestrictedBOY |
| Unrestricted EOY | 8903575 | UnrestrictedEOY |
| Total Net Assets BOY | 9220816 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8903575 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9225816 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8907857 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9220816 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -784457 | ExcessOfRevenueOverExpenses |
| Other Increases | 467216 | OtherIncreases |
| Subtotal | 8903575 | Subtotal |
| Total Net Assets Fund Balances EOY | 8903575 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SEE ATTACHED SCHEDULE ST | P | 5598226 | 5461281 | 136945 | 136945 |
| SEE ATTACHED SCHEDULE LT | P | 2528387 | 2428553 | 99834 | 99834 |
| SEE ATTACHED SCHEDULE 28% | P | 219 | 167 | 52 | 52 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 243539 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 136945 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1228409 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9076234 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.135343 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1329353 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11081954 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.119957 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1103927 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 13252668 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.083298 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1127247 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8798925 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.128112 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1142298 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 209964 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 5.440447 | DistributionRatioYear5 |
| Total Distribution Ratio | 5.907157 | TotalDistributionRatio |
| Average Distribution Ratio | 1.181431 | AverageDistributionRatio |
| Net Noncharitable Assets | 8947989 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 10571432 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4441 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 10575873 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1228579 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8882 | InvestmentIncomeExciseTax |
| Subtotal | 8882 | Subtotal |
| Tax Based On Investment Income | 8882 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4600 | TotalCreditsAndPayments |
| Tax Due | 4282 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | BRADFORD A SPARROW | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4013331331 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 BLACKSTONE VALLEY PLACE | AddressLine1 |
| Address Line2 | SUITE 107 | AddressLine2 |
| City | LINCOLN | City |
| State | RI | State |
| ZIP Code | 02865 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KATHRYN AICHER SLAWSON | ||||||||
| 19 SAWMILL ROAD | LEBANON | NJ | 08833 | SECRETARY | 1.00 | 0 | 0 | 0 |
| PETER AICHER | ||||||||
| 2 JUNIPER LANE | FALMOUTH | ME | 04105 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| DIANA JOHNSON | ||||||||
| 102 WILLIAMS STREET | PROVIDENCE | RI | 02906 | VICE PRES. | 1.00 | 0 | 0 | 0 |
| BRADFORD SPARROW | ||||||||
| 21 KAREN ANN DRIVE | SMITHFIELD | RI | 02917 | TREASURER | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9043823 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 40430 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9084253 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 9084253 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 136264 | CashDeemedCharitable |
| Net Noncharitable Assets | 8947989 | NetNoncharitableAssets |
| Minimum Investment Return | 447399 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 447399 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8882 | TaxBasedOnInvestmentIncome |
| Total Tax | 8882 | TotalTax |
| Distributable Amount Before Adj | 438517 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 438517 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 438517 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1228579 | ExpensesAndContributions |
| Qualifying Distributions | 1228579 | QualifyingDistributions |
| Adj Qualifying Distributions | 1228579 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 438517 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1131886 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 709813 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 462427 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 780824 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 779034 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3863984 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1228579 | QualifyingDistributions |
| Applied To Current Year | 438517 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 790062 | RemainingDistriFromCorpus |
| Total Corpus | 4654046 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1131886 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3522160 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 709813 | ExcessFromYear4 |
| Excess From Year3 | 462427 | ExcessFromYear3 |
| Excess From Year2 | 780824 | ExcessFromYear2 |
| Excess From Year1 | 779034 | ExcessFromYear1 |
| Excess From Current Year | 790062 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KATHRYN SLAWSON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 SAWMILL ROAD | AddressLine1 |
| City | LEBANON | City |
| State | NJ | State |
| ZIP Code | 08833 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9088328994 | RecipientPhoneNumber |
| Form And Info And Materials | A LETTER STATING INTENDED PURPOSE AND AMOUNT. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE, DISTRIBUTIONS ARE APPROVED AT ANNUAL MEETING. | SubmissionDeadlines |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PAUL J AICHER FOUNDATION | |||||||
| 111 FOUNDERS PLAZA | SUITE 1403 | EAST HARTFORD | CT | 06108 | NONE | GENERAL PURPOSES | $1,200,000 |
| DEMOS | |||||||
| 220 FIFTH AVENUE | 5TH FLOOR | NEW YORK | NY | 10001 | NONE | DEMOS DEMOCRACY PROGRAM | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1225000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $245,535 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $243,539 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| COLUMBIA FAIR FUND | 14 | $3,989 |
| MISCELLANEOUS OTHER | 14 | $633 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $493,696 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 493696 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SPARROW & COMPANY | Category |
| Amount | $4,960 | Amount |
| Net Investment Income | 2480 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2480 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| KATHRYN AICHER SLAWSON |
| PETER AICHER |
| DIANA JOHNSON |
| BRADFORD SPARROW |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIXED INCOME SECURITIES | NameOfBond |
| EOY Book Value | 2203201 | EOYBookValue |
| EOYFMV | 2203201 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITY INVESTMENTS | NameOfStock |
| EOY Book Value | 5928590 | EOYBookValue |
| EOYFMV | 5928590 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CASH EQUIVALENTS | FMV | 357884 | 357884 |
| REAL ESTATE INVESTMENT TRUSTS | FMV | 223752 | 223752 |
| COMMODITIES | FMV | 159900 | 159900 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDWARDS, ANGELL, PALMER, DODGE | Category |
| Amount | $1,099 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| COLUMBIA FAIR FUND | 3989 | 3989 |
| MISCELLANEOUS OTHER | 633 | 633 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $467,216 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - BANK OF AMERIC | Category |
| Amount | $38,245 | Amount |
| Net Investment Income | 38245 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $8,849 | Amount |
| Net Investment Income | 8849 | NetInvestmentIncome |