Paul J Aicher Foundation Inc in Pomfret, Connecticut (CT)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Connecticut
| Paul J Aicher Foundation Inc | |
| Employer Identification Number (EIN) | 061074292 |
| Name of Organization | Paul J Aicher Foundation Inc |
| Address | PO BOX 203, Pomfret, CT 06258-0203 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1983 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,470,570 |
| Amount of Income | $3,102,324 |
| Form 990 Revenue Amount | $1,488,944 |
| National Taxonomy of Exempt Entities (NTEE) | Unknown: Unknown |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $2,041,633 | $238,154 | $294,862 | |
| Contributions, gifts, grants, etc., received | $1,717,466 | |||
| Interest on savings and temporary cash investments | $182 | |||
| Dividends and interest from securities | $218,026 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $76,654 | |||
| Other | $29,305 | |||
| Total expenses and disbursements | $2,008,271 | $36,422 | $122,452 | $1,864,887 |
| Compensation of officers, directors, trustees, etc. | $117,900 | |||
| Total operating and administrative expenses | $1,973,271 | $36,422 | $1,829,887 | |
| Contributions, gifts, grants paid | $35,000 | |||
| Excess of revenue over expenses and disbursements | $33,362 | |||
| Net investment income | $201,732 | |||
| Adjusted net income | $172,410 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,462,785 | $7,462,785 |
| Cash - non-interest-bearing | $264,634 | |
| Investments-U.S. and state government obligations | $1,034,536 | |
| Investments-corporate stock | $1,119,610 | |
| Investments-corporate bonds | $2,546,177 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,852,107 | |
| Other | $645,721 | |
| Total liabilities | $57,134 | |
| Mortgages and other notes payable | $0 | |
| Other | $57,134 | |
| Total liabilities and net assets/fund balances | $7,405,651 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $29,305 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $4,035 |
| Total credits and payments | $4,855 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,355 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $2,500 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $820 |
| Amount to be credited to 2013 estimated tax | $820 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | Yes |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $7,286,632 |
| Net value of noncharitable-use assets | $7,177,340 |
| Minimum investment return | $358,867 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $172,410 | $189,016 | $227,108 | $225,628 | $814,162 |
| Qualifying distributions made directly for active conduct of exempt activities | $1,864,887 | $2,120,683 | $2,288,870 | $1,832,197 | $8,106,637 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $239,245 | $227,982 | $220,506 | $219,454 | $907,187 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Patrick And Joy Williamson Foundation, Williamson Patrick M Et Al Ttees | One Atlantic St, Stamford, CT 06901-2482 | CT | 1997-10 | $342,790 |
| 2 | Patrina Family Foundation | 93 W Mountain Rd, West Simsbury, CT 06092-2307 | CT | 2007-08 | $387,845 |
| 3 | Patriots Plaza Inc | 1 Mill Pond Ln, Simsbury, CT 06070-2486 | CT | 2007-02 | $26,227,099 |
| 4 | New Haven Free Public Library Foundation Inc | 133 Elm St, New Haven, CT 06510-2003 | CT | 1990-07 | $241,387 |
| 5 | Patterson Club Inc | 1118 Cross Hwy, Fairfield, CT 06824-1753 | CT | 1940-08 | $9,977,755 |
| 6 | Paugassett Hose Company Paugassett H & L Co 4 | 115 Technology Dr Unit B207, Trumbull, CT 06611-6347 | CT | 1998-10 | $35,185 |
| 7 | Paul & Lisa Program Inc | Po Box 348, Westbrook, CT 06498 | CT | 1983-04 | $0 |
| 8 | Paul And Erin Pariser Charitable Trust | 11 Carrington Dr, Greenwich, CT 06831-3119 | CT | 2009-06 | $13,394 |
| 9 | Paul E Zachae Memorial Fund | 624 W Main St, Norwich, CT 06360-6043 | CT | 1980-03 | $1,887 |
| 10 | Paul H Gesswein & Co Health Plan | 201 Hancock Ave, Bridgeport, CT 06605-2403 | CT | $565,158 | |
| 11 | Paul J Aicher Foundation Inc | PO BOX 203, Pomfret, CT 06258-0203 | CT | 1983-04 | $3,102,324 |
| 12 | Paul Jepson Scholarship Foundation | 14 Gale Rd, Bloomfield, CT 06002-1508 | CT | 2001-09 | $80,000 |
| 13 | Paul L Jones Fund | 123 Bank St, Waterbury, CT 06702-2205 | CT | 1981-07 | $1,220,719 |
| 14 | Pauline E Fitzpatrick Tr Uw Article Seventh, Devine John B Ttee | PO BOX 411, Norwalk, CT 06852-0411 | CT | 1991-07 | $25,834 |
| 15 | Pautipaug Country Club Inc | 758 Boswell Ave, Norwich, CT 06360-2543 | CT | 1961-10 | $552 |
| 16 | Pawcatuck Neighborhood Center Inc | 27 Chase St, Pawcatuck, CT 06379-2126 | CT | 1987-07 | $1,063,841 |
| 17 | Pawcatuck Workingmens Club Inc | 16 Mechanic St, Pawcatuck, CT 06379-2134 | CT | 1998-05 | $82,048 |
| 18 | Pawling Teachers Assn Benefit Trust Fund Sia | 10 Technology Dr, Wallingford, CT 06492-1955 | CT | $217,284 | |
| 19 | Paws 4 Rescue Inc | PO BOX 24, North Granby, CT 06060 | CT | 2006-03 | $0 |
| 20 | Pax Educare Inc | 6 Columbia Street, Hartford, CT 06106 | CT | 2006-02 | $0 |
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