Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
THE PAUL J AICHER FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)111 FOUNDERS PLAZAROOM/SUITE 1403Room/suite
City or town, state, and ZIP code
EAST HARTFORD, CT06108
A Employer identification number

06-1074292
B Telephone number (see page 10 of the instructions)

(860) 928-2616
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,236,889
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,253,000
2 Check bullet
3 Interest on savings and temporary cash investments 294 294 294
4 Dividends and interest from securities...... 214,577 214,577 214,577
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,516
b Gross sales price for all assets on line 6a 1,286,742
7 Capital gain net income (from Part IV, line 2)... 20,077
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 34,589   34,589
12 Total. Add lines 1 through 11........ 1,488,944 234,948 249,460
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 107,120     107,120
14 Other employee salaries and wages...... 798,635   25,000 773,635
15 Pension plans, employee benefits....... 231,343     231,343
16a Legal fees (attach schedule)......... 31,931     31,931
b Accounting fees (attach schedule)....... 22,175 2,772 2,772 19,403
c Other professional fees (attach schedule).... 27,672 27,672 27,672  
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 1,432      
19 Depreciation (attach schedule) and depletion... 14,259    
20 Occupancy.............. 115,062     115,062
21 Travel, conferences, and meetings....... 177,069     177,069
22 Printing and publications.......... 5,987     5,987
23 Other expenses (attach schedule)....... 664,133   5,000 659,133
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,196,818 30,444 60,444 2,120,683
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 2,196,818 30,444 60,444 2,120,683
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -707,874
b Net investment income (if negative, enter -0-) 204,504
c Adjusted net income (if negative, enter -0-)... 189,016
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 456,242 185,346 185,346
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet1,267
Less: allowance for doubtful accounts bullet   753 1,267 1,267
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 38,833 7,148 7,148
10a Investments—U.S. and state government obligations (attach schedule) 1,835,171 Click to see attachment1,069,377 1,069,377
b Investments—corporate stock (attach schedule)........ 1,030,250 Click to see attachment980,949 980,949
c Investments—corporate bonds (attach schedule)........ 2,441,260 Click to see attachment2,708,559 2,708,559
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 2,001,330 Click to see attachment2,184,066 2,184,066
14 Land, buildings, and equipment: basis bullet143,957
Less: accumulated depreciation (attach schedule) bullet64,837 77,618 Click to see attachment79,120 79,120
15 Other assets (describe bullet) Click to see attachment76,104 Click to see attachment21,057 Click to see attachment21,057
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,957,561 7,236,889 7,236,889
Liabilities 17 Accounts payable and accrued expenses.......... 105,259 97,179
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment4,113 Click to see attachment3,413
23 Total liabilities (add lines 17 through 22).......... 109,372 100,592
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 7,508,472 6,986,789
25 Temporarily restricted................ 339,717 149,508
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,848,189 7,136,297
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,957,561 7,236,889
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,848,189
2 Enter amount from Part I, line 27a..................... 2 -707,874
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 37,953
4 Add lines 1, 2, and 3.......................... 4 7,178,268
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 41,971
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,136,297
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 20,077
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 2,286,738 6,615,173 0.345681
2009 1,830,108 6,583,618 0.277979
2008 1,951,367 6,896,247 0.282961
2007 1,702,464 7,161,312 0.237731
2006 1,673,553 6,544,610 0.255715
2 Total of line 1, column (d) ...................... 2 1.400067
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.280013
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 6,839,453
5 Multiply line 4 by line 3....................... 5 1,915,136
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,045
7 Add lines 5 and 6......................... 7 1,917,181
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,120,683
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,045
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 2,045
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,045
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 2,400
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 2,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,400
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,355
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet2,355 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
     
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletCT
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    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 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.EVERYDAY-DEMOCRACY.ORG
    14
    The books are in care ofbulletMARTHA L MCCOY Telephone no.bullet (860) 928-2616
    Located atbullet111 FOUNDERS PLAZAEAST HARTFORDCT ZIP+4bullet06108
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) 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)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    SUSAN GRASECKClick to see attachment TRUSTEE
    1.00
    0 0 0
    10 EXCHANGE COURT 309
    PAWTUCKET,RI02860
    V DUNCAN JOHNSON ESQClick to see attachment TREASURER
    1.00
    0 0 0
    102 WILLIAMS STREET
    PROVIDENCE,RI02906
    DIANA JOHNSONClick to see attachment CHAIRPERSON
    2.00
    0 0 0
    102 WILLIAMS STREET
    PROVIDENCE,RI02906
    BRUCE L MALLORYClick to see attachment TRUSTEE
    1.00
    0 0 0
    15 PEPPERRELL ROAD
    KITTERY POINT,ME03905
    JOCK MCCLELLANClick to see attachment SECRETARY
    1.00
    0 0 0
    PO BOX 2 582 ROUTE 169
    WOODSTOCK,CT06281
    MILES RAPOPORTClick to see attachment TRUSTEE
    1.00
    0 0 0
    30 MONTCLAIR DRIVE
    WEST HARTFORD,CT06107
    SELENA SINGLETARYClick to see attachment TRUSTEE
    1.00
    0 0 0
    2919 BALSAM DRIVE
    SPRINGFIELD,OH45503
    SUSAN STROUDClick to see attachment TRUSTEE
    1.00
    0 0 0
    4413 ALTON PLACE NW
    WASHINGTON,DC20016
    LORI VILLAROSAClick to see attachment TRUSTEE
    1.00
    0 0 0
    12408 OLIVEWOOD PLACE NW
    SILVER SPRING,MD20904
    ARCHON FUNGClick to see attachment TRUSTEE
    1.00
    0 0 0
    43 BEALS STREET
    BROOKLINE,MA02446
    PETER LEVINEClick to see attachment TRUSTEE
    1.00
    0 0 0
    59 EDGEMOOR ROAD
    BELMONT,MA02478
    MARTHA MCCOYClick to see attachment PRESIDENT/EX
    35.00
    107,120 0 0
    12 NEWPORT AVENUE
    WEST HARTFORD,CT06107
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    CAROLYNE ABDULLAHClick to see attachment DIR COMMUNIT
    35.00
    69,541    
    92 FOSTER DRIVE
    WILLIMANTIC,CT06226
    JANEE WOODS WEBERClick to see attachment PROGRAM OFFI
    35.00
    60,000    
    775 MOUNTAIN ROAD
    WEST HARTFORD,CT06117
    AMY MALICKClick to see attachment COMMUNICATIO
    35.00
    74,536    
    8B ATWOOD STREET
    HARTFORD,CT06105
    GLORIA FRANCESCA MENGUALClick to see attachment PROGRAM OFFI
    35.00
    64,266    
    75 WHITE AVENUE
    WEST HARTFORD,CT06119
    VALERIANO RAMOSClick to see attachment STRATEGIC AL
    35.00
    75,513    
    109 HAMPTON ROAD
    HAMDEN,CT06518
    Total number of other employees paid over $50,000...................bullet 1
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    DAVID S ORLINOFF FINANCE CONSULT 65,700
    10002 MAIN CAMPUS DRIVE
    LEXINGTON,MA02421
    MARAH MOORE PROGRAM CONSULT 59,400
    PO BOX 1870
    RANCHOS DE TAOS,NM87557
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 AT EVERYDAY DEMOCRACY WE HELP COMMUNITIES DEVELOP THEIR OWN ABILITY TO SOLVE PUBLIC PROBLEMS BY EXPLORING WAYS FOR ALL KINDS OF PEOPLE TO THINK, TALK AND WORK TOGETHER TO CREATE CHANGE. TO FURTHER THIS GOAL, IN 2011 WE MADE OVER 56 VISITS TO 21 COMMUNITIES IN 12 DIFFERENT STATES TO ACCOMPLISH THE FOLLOWING: EARLY CHILDHOOD DEVELOPMENT - IN 2011, EVERYDAY DEMOCRACY CONTINUED ITS PARTNERSHIP WITH SIX ORGANIZATIONS, INCLUDING TRIBAL COMMUNITIES, IN THE GREATER ALBUQUERQUE, NM, AREA TO WORK TOWARD THE SUCCESS OF THEIR YOUNGEST CHILDREN. WITH COACHING AND TOOL SUPPORT FROM EVERYDAY DEMOCRACY, THE ORGANIZATIONS BEGAN TO ACT ON IDEAS GENERATED IN THEIR 2010 DIALOGUES FOR IMPROVING THE LIVES OF CHILDREN. EVERYDAY DEMOCRACY ALSO HOSTED A POLICY FORUM IN SANTA FE AT WHICH GRASS-ROOTS PARTICIPANTS, EARLY CHILDHOOD ADVOCATES, AND STATE LEGISLATORS EXPLORED STATE-LEVEL POLICY OPTIONS. WE DEVELOPED A NATIONAL AND SPANISH LANGUAGE DIALOGUE GUIDE BASED ON THE STRONG STARTS GUIDES DEVELOPED PREVIOUSLY 353,834
    2 RACIAL EQUITY - WE CONTINUED TO DEEPEN OUR WORK IN RACIAL/SOCIAL EQUITY - INTERNALLY, WITH COMMUNITIES AND WITH OUR STRATEGIC PARTNERS. WE AGREED TO COLLABORATE WITH THE GRAUSTEIN MEMORIAL FUND, TO WORK WITH THE COMMUNITIES OF THEIR DISCOVERY INITIATIVE TO HELP THESE COMMUNITIES INCORPORATE A RACIAL EQUITY LENS INTO THEIR EARLY CHILDHOOD DEVELOPMENT ENGAGEMENT PROCESS. WE ALSO ARE CONTINUING WITH OUR CCRE WORK (COMMUNITIES CREATING RACIAL EQUITY) IN STRATFORD, CT. 174,621
    3 POVERTY REDUCTION - IN 2011 WE PUBLISHED THE BUILDING PROSPERITY FOR ALL GUIDE, A THREE-PUBLICATION RESOURCE GUIDE FOR PEOPLE IN RURAL COMMUNITIES AND SMALL TOWNS WHO WANT TO ORGANIZE PEOPLE TO WORK TOGETHER TO MOVE FROM POVERTY TO PROSPERITY. THE GUIDES INCLUDE: COMMUNITY CONVERSATIONS FOR ACTION AND CHANGE: ORGANIZER AND MODERATOR GUIDE COMMUNITY CONVERSATIONS FOR ACTION AND CHANGE: PARTICIPANTS GUIDE A REGIONAL MEETING FOR ACTION AND CHANGE WE ALSO WORKED WITH THE SOUTHERN RURAL DEVELOPMENT CENTER TO FURTHER THEIR WORK ON THEIR INITIATIVE, "TURNING THE TIDE ON POVERTY" THAT WORKS IN THIRTEEN SOUTHERN STATES AND IS HEADQUARTERED AT MISSISSIPPI STATE UNIVERSITY. 101,063
    4 STRENGTHENING DEMOCRACY - IN 2011 WE WORKED WITH OTHER CONVENERS TO EXPAND THE ORGANIZING COMMITTEE, AND THEN TO LAUNCH THE CAMPAIGN FOR STRONGER DEMOCRACY. IN THE LATTER PART OF 2011, WE HELPED TO CONVENE A MEETING AMONG DEMOCRACY ADVOCATES IN WASHINGTON, DC, TO BEGIN A RESEARCH AND COMMUNICATION PROJECT ON BEHALF OF THE CAMPAIGN, IN CONJUNCTION WITH THE PROTEUS FUND. THE GOAL OF THAT EFFORT IS TO CREATE MESSAGES ABOUT DEMOCRACY THAT RESONATE WITH DIVERSE PUBLIC AUDIENCES. EVERYDAY DEMOCRACY EXECUTIVE DIRECTOR MARTHA MCCOY SERVES ON THE CAMPAIGN'S ORGANIZING AND EXECUTIVE COMMITTEES, AND VAL RAMOS, DIRECTOR OF STRATEGIC ALLIANCES ALSO SERVES ON THE ORGANIZING COMMITTEE. (WWW.STRONGERDEMOCRACY.ORG) 110,091
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,741,782
    b
    Average of monthly cash balances.......................
    1b
    99,456
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    102,369
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,943,607
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,943,607
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    104,154
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,839,453
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    341,973
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
     
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,120,683
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,120,683
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    2,045
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,118,638
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2010
    (c)
    2010
    (d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 2,120,683
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
     
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
     
    d Applied to 2011 distributable amount.....  
    e Remaining amount distributed out of corpus 2,120,683
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,120,683
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
     
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
     
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
     
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
     
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
    1997-11-28
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
    189,016 227,108 225,628 279,032 920,784
    b 85% of line 2a ......... 160,664 193,042 191,784 237,177 782,667
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    2,120,683 2,288,870 1,832,197 1,954,030 8,195,780
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    2,120,683 2,288,870 1,832,197 1,954,030 8,195,780
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
    227,982 220,506 219,454 229,875 897,817
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    MARTHA MCCOY
    THE PAUL J AICHER FOUNDATION INC
    111 FOUNDERS PLAZA 1403
    EAST HARTFORD,CT06108
    (860) 928-2616
    bThe form in which applications should be submitted and information and materials they should include:
    REQUESTS SHOULD BE IN THE FORM OF A LETTER BRIEFLY DESCRIBING THE PROJECT AND INDICATING ITS FINANCIAL NEEDS. THE LETTER SHOULD ALSO INCLUDE THE QUALIFICATIONS OF THE PERSONNEL INVOLVED WITH THE PROJECT AND A CONCISE DE- SCRIPTION OF THE METHODS BY WHICH THEY WILL CARRY OUT THEIR PROGRAM. IT SHOULD IDENTIFY OTHER SOURCES OF SUPPORT THAT CURRENTLY EXIST AS WELL AS THOSE WHICH ARE PENDING OR ARE BEING CONTEMPLATED.
    cAny submission deadlines:
    GRANTS MAY BE AWARDED THROUGHOUT THE YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANT RECIPIENTS MUST USE GRANT PROCEEDS FOR DEVELOPING PROJECTS TO ENGAGE LARGE NUMBERS OF COMMUNITY MEMBERS IN DEMOCRATIC DELIBERATION LEADING TO PROBLEM SOLVING.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    aFEES AND OTHER INCOME     41 34,589  
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 294  
    4 Dividends and interest from securities....     14 214,577  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     26 20,077 -33,593
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   269,537 -33,593
    13Total. Add line 12, columns (b), (d), and (e)..................
    13235,944
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    AICHER FAMILY FDN PRIVATE FDN. ONE DIRECTOR FROM THE BOARD OF THE PAUL J. AICHER FOUNDATION SITS ON THE BOARD OF THE AICHER FAMILY FOUNDATION. PAUL J. AICHER FOUNDATION DOES NOT APPOINT.
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    THE PAUL J AICHER FOUNDATION INC
     
    Employer identification number

    06-1074292
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    THE PAUL J AICHER FOUNDATION INC
     
    Employer identification number

    06-1074292
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    AICHER FAMILY FOUNDATION INC    
    19 SAWMILL ROAD
       
    LEBANON, NJ   08833

    $1,100,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    WILLIAM K KELLOGG FOUNDATION    
    ONE MICHIGAN AVENUE EAST
       
    BATTLE CREEK, MI   490174012

    $150,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    THE PAUL J AICHER FOUNDATION INC
     
    Employer identification number

    06-1074292
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
         
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    THE PAUL J AICHER FOUNDATION INC
     
    Employer identification number

    06-1074292
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  

    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 AccountingFeesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 22,175 2,772 2,772 19,403

    TY 2011 CompensationExplanation
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Person Name Explanation
    SUSAN GRASECK  
    V DUNCAN JOHNSON ESQ  
    DIANA JOHNSON  
    BRUCE L MALLORY  
    JOCK MCCLELLAN  
    MILES RAPOPORT  
    SELENA SINGLETARY  
    SUSAN STROUD  
    LORI VILLAROSA  
    ARCHON FUNG  
    PETER LEVINE  
    MARTHA MCCOY  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2011 DepreciationSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    PANASONIC KXP-1124 PRINTER 1990-04-27 375 375 S/L 5.0000        
    FILE CABINET 1995-07-31 90 90 S/L 7.0000        
    JIM MORAN - SHELVES IN PRODUCTION ROOM 1998-07-08 550 550 S/L 10.0000        
    RECORD & CASSETTE RACK 1989-06-30 54 54 S/L 7.0000        
    4-DRAWER FILE CAB. HN-31 1992-05-21 155 155 S/L 5.0000        
    4-DRAWER FILE CAB. HN-31 1992-10-19 169 169 S/L 10.0000        
    LIFT TASK CHAIR - QUILL 1994-01-20 107 107 S/L 10.0000        
    HON FILE AND FRAME - SHAW 1994-01-27 152 152 S/L 10.0000        
    VIDEO SHELVES (BARN) - HOLD EVERYTHING 1997-06-10 151 151 S/L 10.0000        
    VIDEO SHELVES 1997-12-12 159 159 S/L 10.0000        
    SHAW INC. - 2 DRAWER LATERAL FILE 1998-05-14 75 75 S/L 10.0000        
    SHAW INC. - EXECUTIVE U SHAPE DESK 1998-05-14 1,990 1,990 S/L 10.0000        
    SHAW INC. - EASEL 1998-07-23 86 86 S/L 5.0000        
    QUILL CORP - 4 DRAWER LATERAL FILES 1998-11-16 450 450 S/L 10.0000        
    QUILL CORP. - 2 DRAWER LATERAL FILE 1998-11-16 260 260 S/L 10.0000        
    QUILL CORP - 2 DRAWER LATERAL FILE 1998-11-16 75 75 S/L 10.0000        
    JC PENNEY - FILE CABINET MHB 1998-12-15 80 80 S/L 10.0000        
    CHAIR - BIANCA 2001-10-23 423 402 S/L 10.0000 21      
    WYNDHAM CORPORATE INTERIORS-WHT BOW TOP DESK 2002-04-23 815 693 S/L 10.0000 82      
    WYNDHAM CORPORATE INTERIORS-OVL CONFRNC TABLE 2002-04-23 900 765 S/L 10.0000 90      
    WYNDHAM CORPORATE INTRRS-8 TEMPE GUEST CHAIRS 2002-04-23 1,032 877 S/L 10.0000 103      
    WYNDHAM CORPERATE INTERIORS-AERON B CHAIR 2002-05-09 699 594 S/L 10.0000 70      
    WYNDHAM CORPERATE INTERIORS-MOLLY'S DESK 2002-05-09 476 405 S/L 10.0000 47      
    BOLTON WOOD TURNING-SHELVES & CORNER DESK 2002-05-17 550 468 S/L 10.0000 55      
    WYNDHAM CORPERATE INTERIORS-EXECUTIVE CHAIR 2002-09-23 315 268 S/L 10.0000 31      
    STAPLES - HARD ROCK MAPLE DESK 2003-08-01 400 300 S/L 10.0000 40      
    SERVER, FIREWALL, 2 COMPUTERS 2004-02-06 13,991 13,991 S/L 5.0000        
    INSPIRON 9200 LAPTOP 2005-02-24 1,577 1,577 S/L 5.0000        
    DELL 19" FLAT PANEL MONITOR 2005-04-24 317 317 S/L 5.0000        
    MONITOR-CAROLINE - STAPLES 2006-01-20 270 243 S/L 5.0000 27      
    BACKUP SYSTEM - PROGRESSIVE DATA 2006-02-17 929 836 S/L 5.0000 93      
    FILE CABINET FOR TAPE DRIVE 2006-07-17 330 297 S/L 5.0000 33      
    SYMANTEC ANTISPAM MAIL 2006-09-06 363 363 S/L 3.0000        
    PROGRESSIVE DATA SYSTEMS-BACK UP TAPE 2007-03-02 505 354 S/L 5.0000 101      
    PROGRESSIVE DATA SYSTEMS-SOFTWARE 2007-03-02 499 349 S/L 5.0000 100      
    STAPLES 2007-03-02 300 105 S/L 10.0000 30      
    ARCHITECTURAL BLDG SYSTEMS 2008-03-01 5,975 373 S/L 40.0000 150      
    GRANITE COMMUNICATIONS-CABLES 2008-03-01 9,915 620 S/L 40.0000 248      
    RAINBOW APPLIANCE-GE DISHWASHER 2008-01-16 405 203 S/L 5.0000 81      
    SEARS - REFRIGERATOR 2008-02-11 705 352 S/L 5.0000 141      
    WYNDHAM CORPORATE INTERIORS-OFFICE FURNITURE 2008-01-28 14,127 3,532 S/L 10.0000 1,412      
    WYNDHAM CORPORATE INTERIORS-OFFICE FURNITURE 2008-03-17 1,387 347 S/L 10.0000 139      
    WYNDHAM CORPORATE INTERIORS-4 BOOKCASES&HUTCH 2008-04-03 2,023 506 S/L 10.0000 202      
    WYNDHAM CORPORATE INTERIORS-TABLE & CHAIRS 2008-04-15 455 114 S/L 10.0000 45      
    WYNDHAM CORPORATE INTERIORS-RAILS 2008-04-01 240 60 S/L 10.0000 24      
    PDS, INC.-HP ML350G5 TOWER SERVER 2008-01-11 3,699 1,850 S/L 5.0000 739      
    PDS, INC.-2 TRIPPLITE 1.5KVA UPS 2008-01-11 598 299 S/L 5.0000 120      
    PDS, INC.-HP MINI TOWER WORKSTATION 2008-03-13 799 400 S/L 5.0000 159      
    PDS, INC.-HP MINI TOWER WORKSTATION 2008-03-13 799 400 S/L 5.0000 159      
    PDS, INC.-HP MINI TOWER WORKSTATION 2008-03-13 799 400 S/L 5.0000 159      
    PDS, INC.-HP MINI TOWER WORKSTATION 2008-03-24 799 400 S/L 5.0000 159      
    PDS, INC.-HP MINI TOWER WORKSTATION 2008-03-24 799 400 S/L 5.0000 159      
    STAPLES-EASEL DURAMAX PLASTIC 7 2008-04-15 320 160 S/L 5.0000 64      
    PCNATION-VT595 LCD PROJECTOR 2008-05-19 741 371 S/L 5.0000 148      
    GRANITE COMMUNICATIONS-CS55 WIRELESS-ALL SYST 2008-05-19 295 148 S/L 5.0000 59      
    GRANITE COMMUNICATIONS-CS55 WIRELESS-ALL SYST 2008-05-19 295 148 S/L 5.0000 59      
    GRANITE COMMUNICATIONS-TELEPHONE SYSTEM 2008-01-01 19,381 4,845 S/L 10.0000 1,938      
    GRANITE COMMUNICATIONS-CLEAR ONE CONF PHONE 2008-11-13 485 243 S/L 5.0000 97      
    GRANITE COMMUNICATIONS-8 CIRCUIT CARDS 2008-11-13 717 359 S/L 5.0000 143      
    HP LASERJET P2055DN PRINTER 2008-10-28 448 224 S/L 5.0000 89      
    FULLER OFFICE FURN-5 DESKS & 4 OFFICE CHAIRS 2009-04-08 5,276 791 S/L 10.0000 528      
    GRANITE COMMUNICATIONS-HEADSET -SALLY CAMPBEL 2009-05-12 332 100 S/L 5.0000 66      
    PDS-3 COMPAQ LAPTOPS & ANTIVIRUS SOFTWARE 2009-12-31 4,118 618 S/L 10.0000 412      
    PDS-HP PROLIANT ML110 G5 SERVER 2009-02-03 1,799 540 S/L 5.0000 360      
    PDS-TRIPP LITE 2.2KVA RACKMOUNT UPS 2009-02-03 1,499 450 S/L 5.0000 300      
    PDS-TRIPP LITE 1KVA RACKMOUNT UPS 2009-02-03 799 240 S/L 5.0000 160      
    PDS-TRIPP LITE SNMP WEB CARD 2009-02-03 399 120 S/L 5.0000 80      
    PDS-5 HP MINITOWER WORKSTATIONS 2009-02-03 3,495 1,049 S/L 5.0000 699      
    PDS-TRIPP LITE SNMP WEB CARD 2009-02-03 399 120 S/L 5.0000 80      
    PDS-IP KVM EXTENDER-ETHERNET SWITCH-REMOTE MG 2009-04-09 997 299 S/L 5.0000 200      
    HP PAVILLION ELITE 2010-02-16 1,324 132 S/L 5.0000 265      
    CBS-XEOX B2C COPIER 2010-04-30 11,580 1,158 S/L 5.0000 2,316      
    PDS INC-CONFERENCE PHONE 2010-09-17 300 30 S/L 5.0000 60      
    IMPROVEMENTS 2011-06-07 5,870   S/L 20.0000 147      
    OFFICE FURNITURE 2011-06-15 4,001   S/L 10.0000 200      
    PDS - FIREWALL - WATCH XTM 2011-01-06 2,700   S/L 3.0000 450      
    PDS - HP SERVER REPLACEMENT FOR TAPE 2011-01-06 1,599   S/L 5.0000 160      
    PDS - 3 2TB HARD DRIVES REPLACING TAPE 2011-01-06 597   S/L 5.0000 60      
    PDS - HP DESKTOP 2011-01-06 999   S/L 5.0000 100      

    TY 2011 EmployeeCompensationExpln
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Employee Explanation
    CAROLYNE ABDULLAH  
    JANEE WOODS WEBER  
    AMY MALICK  
    GLORIA FRANCESCA MENGUAL  
    VALERIANO RAMOS  

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    TY 2011 GainLossSaleOtherAssetsSch
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    1,500 SHS ISHARES TR DOW JONES 2010-12 PURCHASE 2011-11   68,590 86,002     -17,412  
    8,333.33 SHS COLUMBIA FDS SELECT LG 2010-12 PURCHASE 2011-11   100,000 106,917     -6,917  
    300,000 SHS WALMART STORES GLOBAL NT 2008-10 PURCHASE 2011-02   300,000 299,913     87  
    250,000 SHS FEDERAL HOME LN MTG 2008-02 PURCHASE 2011-02   250,000 251,627     -1,627  
    250,000 SHS FEDERAL NATL MTG ASSN 2007-06 PURCHASE 2011-04   250,000 250,000        
    250 SHS HEWLETT PACKARD 2010-03 PURCHASE 2011-09   6,167 13,399     -7,232  
    250,000 SHS FEDERAL HOME LOAN BANKS 2007-11 PURCHASE 2011-11   250,000 254,289     -4,289  
    100 SHS GOLDMAN SACHS GROUP 2004-12 PURCHASE 2011-11   8,937 10,686     -1,749  
    1,000 SHS HALLIBURTON CO 2010-08 PURCHASE 2011-12   32,971 27,425     5,546  

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SCHEDULE ATTACHED 2,708,559 2,708,559

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SCHEDULE ATTACHED 980,949 980,949

    TY 2011 InvestmentsGovtObligationsSch
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    US Government Securities - End of Year Book Value:

    1,069,377
    US Government Securities - End of Year Fair Market Value:

    1,069,377
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2011 InvestmentsOtherSchedule2
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 998,484 998,484
    MONEY MARKET RESERVES FMV 1,185,582 1,185,582

    TY 2011 LandEtcSchedule2
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 83,616 45,124 38,492 38,492
    OFFICE FURNITURE 38,581 18,176 20,405 20,405
    LEASEHOLD IMPROVEMENTS 21,760 1,537 20,223 20,223


    TY 2011 LegalFeesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 31,931      


    TY 2011 OtherAssetsSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST IN CHAR. LEAD ANNUITY TRUST 76,104 21,057 21,057


    TY 2011 OtherDecreasesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Description Amount
    NET UNREALIZED LOSSES ON INVESTMENTS 41,971


    TY 2011 OtherExpensesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BOARD OF DIRECTORS EXPENSES 22,087     22,087
    BUILDING MAINTENANCE AND REPA        
    COMPUTER EXPENSE 12,270     12,270
    PROGRAM CONSULTANTS 224,787   5,000 219,787
    CONTRACT EXPENSES 204,402     204,402
    INSURANCE 18,493     18,493
    MEMBERSHIP DUES/PROFESSIONAL 11,718     11,718
    MISCELLANEOUS 1,595     1,595
    OFFICE SUPPLIES 16,813     16,813
    PAYROLL SERVICE 3,584     3,584
    POSTAGE AND SHIPPING 8,006     8,006
    REFERENCE MATERIALS 2,071     2,071
    RELOCATION AND RECRUITMENT 23,244     23,244
    SPECIAL PROJECT ISSUES 95,336     95,336
    TELEPHONE 19,722     19,722
    ROUNDING 5     5


    TY 2011 OtherIncomeSchedule2
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEES AND OTHER INCOME 34,589   34,589


    TY 2011 OtherIncreasesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Description Amount
    CHANGE IN VALUE OF INTEREST IN CLAT 37,953


    TY 2011 OtherLiabilitiesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX 4,113 3,413


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK INVESTMENT FEES 27,672 27,672 27,672  


    TY 2011 TaxesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN: 06-1074292
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 1,432