Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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)75 CHARTER OAK AVENUE 2-300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARTFORD, CT061061903
A Employer identification number

06-1074292
B Telephone number (see instructions)

(860) 928-2616
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,066,812J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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) 1,147,935
2 Check bullet.............
3 Interest on savings and temporary cash investments 36 36 36
4 Dividends and interest from securities... 63,933 63,933 63,933
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 99,154
b Gross sales price for all assets on line 6a 2,264,876
7 Capital gain net income (from Part IV, line 2)... 101,418
8 Net short-term capital gain......... 34,858
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)....... Click to see attachment 905,259   905,259
12 Total. Add lines 1 through 11........ 2,216,317 165,387 1,004,086
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 177,500   22,597 154,403
14 Other employee salaries and wages...... 1,379,165   457,706 920,659
15 Pension plans, employee benefits....... 333,624   103,423 229,931
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 40,810 4,489 4,489 31,832
c Other professional fees (attach schedule).... Click to see attachment 24,168 24,168    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,960 1,960    
19 Depreciation (attach schedule) and depletion... Click to see attachment 9,322   2,890
20 Occupancy.............. 82,900   25,699 57,201
21 Travel, conferences, and meetings....... 50,135   36,177 13,958
22 Printing and publications.......... 1,750     1,750
23 Other expenses (attach schedule)....... Click to see attachment 604,342   351,105 253,237
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,705,676 30,617 1,004,086 1,662,971
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 2,705,676 30,617 1,004,086 1,662,971
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -489,359
b Net investment income (if negative, enter -0-) 134,770
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 90,702 386,492 386,492
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet63,876
Less: allowance for doubtful accounts bullet   741 63,876 63,876
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 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.......... 22,797 42,304 42,304
10a Investments—U.S. and state government obligations (attach schedule) 746,023 Click to see attachment525,126 525,126
b Investments—corporate stock (attach schedule)....... 800,886 Click to see attachment785,890 785,890
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,532,459 Click to see attachment2,238,815 2,238,815
14 Land, buildings, and equipment: basis bullet108,674
Less: accumulated depreciation (attach schedule) bullet84,365 26,914 Click to see attachment24,309 24,309
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,220,522 4,066,812 4,066,812
Liabilities 17 Accounts payable and accrued expenses.......... 171,092 139,285
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 attachment5,001 Click to see attachment309,431
23 Total liabilities (add lines 17 through 22)......... 176,093 448,716
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,744,305 3,370,335
25 Net assets with donor restrictions............ 300,124 247,761
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,044,429 3,618,096
30 Total liabilities and net assets/fund balances (see instructions). 4,220,522 4,066,812
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,044,429
2
Enter amount from Part I, line 27a .....................
2
-489,359
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
63,026
4
Add lines 1, 2, and 3 ..........................
4
3,618,096
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,618,096
Form 990-PF (2020)
Form 990-PF (2020)
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.)
1 a 1 SH ABBVIE INC P 2019-12-11 2020-09-04
b 22 SHS HEALTHPEAK PPTYS INC P 2019-12-11 2020-09-04
c 6 SHS PVH CORP P 2019-12-11 2020-04-06
d 750 SHS VANGUARD LARGE CAP ETF P 2020-04-28 2020-09-01
e 500 SHS ISHARES US PREFERRED STOCK P 2014-05-15 2020-03-23
1000 SHS VANGUARD SMALL CAP ETF P 2012-12-12 2020-03-19
7 SHS ALLSTATE CORP P 2019-12-11 2020-09-04
1 SH HUMANA INC P 2019-12-11 2020-09-04
5 SHS PACCAR INC P 2019-12-11 2020-12-03
1000 SHS VANGUARD LARGE CAP ETF P 2020-04-07 2020-10-26
1000 SHS ISHARES US PREFERRED STOCK P 2016-06-16 2020-03-23
6 SHS APPLE INC P 2019-12-11 2020-09-04
1 SH HUNTINGTON BANCSHARES INC P 2019-12-11 2020-06-04
14 SHS PEPSICO INC P 2019-12-11 2020-09-04
1000 SHS VANGUARD VALUE ETF P 2020-11-10 2020-12-14
1500 SHS ISHARES US PREFERRED STOCK P 2012-03-13 2020-03-23
1 SH AVERY DENNISON CORP P 2019-12-11 2020-04-13
7 SHS INGERSOLL RAND INC P 2019-12-11 2020-03-13
1 SH PROGRESSIVE CORP P 2019-12-11 2020-09-04
250 SHS VANGUARD SMALL CAP ETF P 2019-11-19 2020-03-19
125 SHS OTIS WORLDWIDE CORP P 2010-03-05 2020-11-02
1 SH BEST BUY CO P 2019-12-11 2020-04-13
.06 SHS INGERSOLL RAND INC P 2019-12-11 2020-04-13
1 SH PROLOGIS INC P 2019-12-11 2020-09-04
1 SH VERIZON COMMUNICATIONS P 2019-12-11 2020-04-13
125 SHS OTIS WORLDWIDE CORP P 2010-12-10 2020-11-02
5 SHS BOSTON PROPERTIES INC P 2019-12-11 2020-06-04
1 SH INTEL CORP P 2019-12-11 2020-03-13
6 SHS PRUDENTIAL FINANCIAL INC P 2019-12-11 2020-06-04
1 SH WAL MART STORES INC P 2019-12-11 2020-04-13
250 SHS RAYTHEON TECHNOLOGIES CORP P 2010-03-05 2020-12-14
1 SH CVS HEALTH CORP P 2019-12-11 2020-09-04
25 SHS INTEL CORP P 2019-12-11 2020-12-03
2 SHS SALESFORCE COM INC P 2019-12-11 2020-12-03
11 SHS WELLTOWER INC P 2019-12-11 2020-04-06
250 SHS RAYTHEON TECHNOLOGIES CORP P 2010-12-10 2020-12-14
9 SHS CATEPILLAR INC P 2019-12-11 2020-06-04
6 SHS IBM CORP P 2019-12-11 2020-12-03
10 SHS STATE STR CORP P 2019-12-11 2020-12-03
3 SHS XILINX INC P 2019-12-11 2020-03-13
UNITIED STATES TREAS NT P 2016-11-15 2020-11-16
1 SH CITIGROUP INC P 2019-12-11 2020-04-13
500 SHS ISHARES MSCI EAFE ETF P 2019-11-19 2020-03-23
UNITIED STATES TREAS NT P 2020-02-18 2020-10-15
5 SHS IHS MARKET LTD P 2020-03-13 2020-12-03
500 SHS VANGUARD FTSE EMERGING P 2016-02-22 2020-04-22
1 SH COLGATE PALMOLIVE P 2019-12-11 2020-09-04
19 SHS JP MORGAN CHASE & CO P 2019-12-11 2020-03-13
UNITIED STATES TREAS NT P 2019-09-30 2020-01-31
1 SH APTIV PLC P 2019-12-11 2020-09-04
500 SHS VANGUARD FTSE EMERGING P 2019-02-14 2020-04-22
6 SHS EMCOR GROUP INC P 2019-12-11 2020-09-04
4 SHS JONES LAND LASALLE INC P 2019-12-11 2020-09-04
UNITIED STATES TREAS NT P 2019-05-31 2020-01-31
1000 SHS AFLAC INC P 2010-12-10 2020-12-14
500 SHS VANGUARD MID CAP ETF P 2014-04-21 2020-03-23
3 SHS EMCOR GROUP INC P 2019-12-11 2020-04-13
1 SH KEYCORP P 2019-12-11 2020-04-13
1000 SHS VANGUARD FTSE EMERGING P 2020-03-04 2020-04-22
250 SHS CARRIER GLOBAL CORP P 2010-03-05 2020-11-02
250 SHS VANGUARD LARGE CAP ETF P 2018-07-17 2020-01-03
1 SH EMERSON ELECTRIC P 2019-12-11 2020-09-04
62 SHS KEYCORP P 2019-12-11 2020-09-04
2 SHS VARIAN MED SYS INC P 2019-12-11 2020-09-04
250 SHS CARRIER GLOBAL CORP P 2010-12-10 2020-11-02
750 SHS VANGUARD LARGE CAP ETF P 2018-07-17 2020-01-27
9 SHS FLOWSERVE CORP P 2019-12-11 2020-03-13
19 SHS KEYCORP P 2020-03-13 2020-09-04
250 SHS VANGUARD MID CAP ETF P 2019-07-16 2020-01-03
500 SHS ISHARES MSCI EAFE ETF P 2016-01-12 2020-03-23
500 SHS VANGUARD LARGE CAP ETF P 2018-07-09 2020-09-01
4 SHS GILEAD SCIENCES INC P 2019-12-11 2020-03-13
1 SH MICROSOFT CORP P 2019-12-11 2020-04-13
500 SHS VANGUARD LARGE CAP ETF P 2019-07-16 2020-01-03
1000 SHS ISHARES US PREFERRED STOCK P 2012-03-13 2020-03-23
500 SHS VANGUARD LARGE CAP ETF P 2018-07-09 2020-09-04
(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 93   87 6
b 630   736 -106
c 229   607 -378
d 122,344   100,591 21,753
e 13,687   19,548 -5,861
100,173   81,328 18,845
663   779 -116
419   346 73
433   407 26
159,815   126,045 33,770
27,374   39,370 -11,996
702   404 298
10   16 -6
1,955   1,920 35
119,292   113,036 6,256
41,061   57,555 -16,494
109   130 -21
153   235 -82
94   69 25
25,043   40,282 -15,239
7,771   4,647 3,124
69   83 -14
2   2  
101   91 10
56   61 -5
7,771   5,112 2,659
485   701 -216
50   57 -7
389   556 -167
124   119 5
18,345   9,809 8,536
60   73 -13
1,272   1,422 -150
447   313 134
463   908 -445
18,345   10,789 7,556
1,149   1,292 -143
745   805 -60
742   781 -39
216   274 -58
291,586   298,174 -6,588
47   76 -29
23,577   34,200 -10,623
350,000   350,191 -191
455   269 186
17,657   15,626 2,031
78   68 10
1,938   2,556 -618
100,000   99,828 172
87   93 -6
17,657   20,309 -2,652
443   529 -86
415   680 -265
150,000   149,021 979
45,469   27,742 17,727
57,466   56,139 1,327
222   182 40
11   20 -9
35,314   41,511 -6,197
8,525   3,323 5,202
37,122   32,193 4,929
70   75 -5
807   1,228 -421
348   279 69
8,525   3,655 4,870
111,534   96,578 14,956
230   435 -205
247   237 10
44,420   42,671 1,749
23,577   27,825 -4,248
81,563   63,807 17,756
274   269 5
163   152 11
74,245   69,089 5,156
27,374   39,235 -11,861
80,531   63,807 16,724
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       6
b       -106
c       -378
d       21,753
e       -5,861
      18,845
      -116
      73
      26
      33,770
      -11,996
      298
      -6
      35
      6,256
      -16,494
      -21
      -82
      25
      -15,239
      3,124
      -14
       
      10
      -5
      2,659
      -216
      -7
      -167
      5
      8,536
      -13
      -150
      134
      -445
      7,556
      -143
      -60
      -39
      -58
      -6,588
      -29
      -10,623
      -191
      186
      2,031
      10
      -618
      172
      -6
      -2,652
      -86
      -265
      979
      17,727
      1,327
      40
      -9
      -6,197
      5,202
      4,929
      -5
      -421
      69
      4,870
      14,956
      -205
      10
      1,749
      -4,248
      17,756
      5
      11
      5,156
      -11,861
      16,724
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 2 101,418
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 instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 34,858
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,873
c All other domestic foundations enter 1.39% 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 1,873
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 1,873
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,476
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,476
8 Enter any penalty for underpayment of estimated tax. Check here 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 2,603
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,603 RefundedBullet 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 the instructions
for the 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
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see 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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    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 atbullet75 CHARTER OAK AVENUE 2-300HARTFORDCT ZIP+4bullet06106
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 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 2020 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 2020.)..................
    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 2020?
    4b
     
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? See 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 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 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     		500 0 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    TED AUGUSTINOSClick to see attachment TREASURER/SE
    2.00     		0 0 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    DIANA JOHNSONClick to see attachment TRUSTEE
    1.00     		0 0 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    BRUCE L MALLORYClick to see attachment VICE CHAIR
    2.00     		1,000 0 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    MILES RAPOPORTClick to see attachment BOARD CHAIR
    2.00     		1,000 0 0
    75 CHARTEROAK AVENUE 2-300
    HARTFORD,CT06106
    SELENA SINGLETARYClick to see attachment TRUSTEE
    1.00     		1,000 0 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    SUSAN STROUDClick to see attachment VICE CHAIR
    2.00     		500 0 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    ARCHON FUNGClick to see attachment TRUSTEE
    1.00     		500 0 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    PETER LEVINEClick to see attachment TRUSTEE
    1.00     		500 0 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    SHERI BRADYClick to see attachment TRUSTEE
    1.00     		1,000 0 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    EDUARDO MARTINEZClick to see attachment TRUSTEE
    1.00     		0 0 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    JAMIEL L ALEXANDERClick to see attachment TRUSTEE
    1.00     		500 0 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    MARTHA MCCOYClick to see attachment PRESIDENT/EX
    60.00     		171,000 5,393 0
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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 ABDULLAH DIR COMMUNIT
    55.00     		112,500 7,916  
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    DELORIS VAUGHN DIR OF EVALU
    45.00     		111,000 3,905  
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    GWENDOLYN WHITING DIR OF TRAIN
    55.00     		96,000 2,956  
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    VALERIANO RAMOS DIR STRATEGI
    45.00     		89,312 4,888  
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    LAUREN LITTON PROGRAM ASSO
    45.00     		86,000    
    75 CHARTER OAK AVENUE 2-300
    HARTFORD,CT06106
    Total number of other employees paid over $50,000...................bullet 9
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    GWEN WRIGHT COMMUN.TRAINING 81,700
    560-G SCARBOROUGH STREET
    FAYETTEVILLE,NC28301
    ENDIA DECORDOVA CONSULTING 63,500
    44 HA
    WINDSOR,CT06905
    RICHARD FRIEDER TRAINING/COACH 53,319
    335 COTTON HILL ROAD
    NEW HARTFORD,CT06057
    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 FIELD BUILDING: 2020 WAS A CRITICAL YEAR FOR EVERYDAY DEMOCRACY'S FIELD- BUILDING WORK, THROUGH WHICH WE STRENGTHENED THE KNOWLEDGE BASE AND CIVIC INFRASTRUCTURE FOR PARTICIPATORY DEMOCRACY. SOME HIGHLIGHTS INCLUDE: 1)WE CONTINUED OUR WORK WITH MACARTHUR FOUNDATION'S SAFETY AND JUSTICE CHALLENGE (SJC). WE CONTINUED A "DEEP DIVE" INTO THE WORK IN THREE JURISDICTIONS (CHARLESTON, SC; COOK COUNTY, IL; PALM BEACH, FL) AND MEDIUM LEVEL SUPPORT TO AN ADDITIONAL TWO (PIMA COUNTY, AZ; SPOKANE, WA), AND WE ALSO BROUGHT THE LESSONS LEARNED FROM TWO OF THESE JURISDICTIONS BACK TO THE BROADER FIELD THROUGH MACARTHUR FOUNDATION'S CRIMINAL JUSTICE CONVENINGS. ADDITIONALLY, WE SUPPORTED OTHER NETWORK MEMBERS IN REFINING THEIR COMMUNITY ENGAGEMENT AND RACIAL EQUITY EFFORTS. THIS WORK CONTINUED INTO 2021 THROUGH A GRANT RENEWAL. 2)BUILDING ON OUR 2019 WORK WITH THE NATIONAL COOPERATIVE EXTENSION SERVICE, WE PROVIDED ONGOING COACHING AND SUPPORT FOR SEVERAL EXTENSION AGENTS AS THEY IMPLEMENTED OUR FACIN 1,316,536
    2 COMMUNITY BUILDING: THE CRISES OF 2020 CREATED BOTH URGENCY FOR AND NEED FOR ADAPTATION WITHIN EVERYDAY DEMOCRACY'S COMMUNITY-BUILDING PROGRAMS. WE HELPED COMMUNITIES ACROSS THE COUNTRY BRING PEOPLE TOGETHER FOR DIALOGUE, PROBLEM SOLVING, AND POSITIVE CHANGE, AND OUR MODEL HELPED COMMUNITIES STAY CONNECTED AMID AN ISOLATING TIME. AS A FEW EXAMPLES: 1)WE CONCLUDED THE SIXTH AND FINAL YEAR OF OUR EDUCATIONAL EQUITY WORK ACROSS NEW ENGLAND WITH THE NELLIE MAE EDUCATION FOUNDATION. WHILE WE WORKED TO IDENTIFY BEST PRACTICES AROUND INCLUSIVE AND EQUITABLE COMMUNITY ENGAGEMENT IN SCHOOLS, WE ALSO RESPONDED TO THE PRESSING NEEDS ON THE GROUND, MANY OF WHICH WERE FURTHER ILLUMINATED DURING THE DUAL PUBLIC HEALTH CRISES OF THE COVID PANDEMIC AND SYSTEMIC RACISM. WE SUPPORTED SCHOOL COMMUNITIES WITHIN THIS LAST COHORT IN STAYING CONNECTED AND BUILDING COMMUNITY VIRTUALLY, AS WELL AS IN HAVING CONVERSATIONS ABOUT RACISM IN THE WEEKS AFTER GEORGE FLOYD'S MURDER. 2)WE DEEPENED OUR CIVIC ENGAGEMENT, 803,684
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see 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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see 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
    3,676,330
    b
    Average of monthly cash balances.......................
    1b
    175,235
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,851,565
    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
    3,851,565
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    57,773
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,793,792
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    189,690
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (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 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 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
    1,662,971
    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
    1,662,971
    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 instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,662,971
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,662,971
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus 1,662,971
    5 Excess distributions carryover applied to 2020.    
    (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 1,662,971
    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 instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
    0       0
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		1,662,971 1,715,509 1,725,130 1,931,538 7,035,148
    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 ....     		1,662,971 1,715,509 1,725,130 1,931,538 7,035,148
    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...     		126,460 128,775 150,145 165,074 570,454
    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 foundation had $5,000 or more in
    assets at any time during the year—see 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 or e-mail address of the person to whom applications should be addressed:
     
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION IS A PRIVATE OPERATING FOUNDATION. AS SUCH,IT RARELY MAKES CASH GRANTS AND DOES NOT ACCEPT UNSOLICITED FUNDING REQUESTS.
    cAny submission deadlines:
     
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    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 (2020)
    Form 990-PF (2020)
    Page 12
    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 instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aPROGRAM FUNDING         870,883
    bFEE FOR SERVICE         34,376
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 36  
    4 Dividends and interest from securities....     14 63,933  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 101,418 -2,264
    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)..   165,387 902,995
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,068,382
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A FEE FOR SERVICE REVENUE GIVES THE ORGANIZATION A PRESENCE IN COMMUNITIES ACROSS THE NATION TO BRING FORTH AN AWARENESS OF ITS MISSION.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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.
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    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.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE PAUL J AICHER FOUNDATION INC
          		Employer identification number
    06-1074292
    Part I
    Contributors
    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
     
    1303 NAPLES ROAD
     
    HARRISON, ME04040

    		$ 1,100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    AAA CLUB ALLIANCE
     
    1 RIVER PLACE
     
    WILMINGTON, DE19801

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    SARAH MARGARET MARK STUART FUND
    100 FEDERAL STREET
     
    BOSTON, MA02110

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    PAUL SUSAN GRASECK
    PO BOX 770001
     
    CINCINNATI, OH45277

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    MERIDIAN STRATEGIES LLC
     
    175 THUNDER MOUNTAIN ROAD
     
    EDGEWOOD, NM87015

    		$ 5,000


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE PAUL J AICHER FOUNDATION INC
          		Employer identification number

    06-1074292
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN:
    06-1074292
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 40,810 4,489 4,489 31,832

    TY 2020 CompensationExplanation
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN:
    06-1074292
    Person Name Explanation
    SUSAN GRASECK  
    TED AUGUSTINOS  
    DIANA JOHNSON  
    BRUCE L MALLORY IN ADDITION TO THE 1,500 STIPEND RECEIVED FOR HIS ATTENDANCE AT BOARD MEETINGS, THE BOARD MEMBER ALSO RECEIVED AN INDEPENDENT CONTRACTOR PAYMENT OF 6,200 FOR HIS INDEPENDENT CONTRACT WORK FOR THE NELLIE MAE FOUNDATION PROGRAM GRANT.

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    TY 2020 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
    OTHER DEPRECIATION     70,815     9,322   2,890  

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    TY 2020 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
    2020 DISPOSITIONS   PURCHASE 2020-08     3,179     -2,264 915

    TY 2020 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
    CORPORATE STOCK - SEE ATTACHED 785,890 785,890

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN:
    06-1074292
    US Government Securities - End of Year Book Value:

    525,126
    US Government Securities - End of Year Fair Market Value:

    525,126
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 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 - SEE ATTACHED FMV 2,042,165 2,042,165
    MONEY MARKET - SEE ATTACHED FMV 196,650 196,650

    TY 2020 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 58,040 44,973 13,067 13,067
    OFFICE FURNITURE 42,455 36,628 5,827 5,827
    LEASEHOLD IMPROVEMENTS 8,179 2,764 5,415 5,415


    TY 2020 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        
    OTHER BOARD OF DIRECTORS EXPE 10,118     10,118
    COMPUTER EXPENSE 17,805   49 17,756
    PROGRAM CONSULTANTS 502,470   428,020 74,450
    INSURANCE 18,074   5,603 12,471
    MEMBERSHIP DUES/PROFESSIONAL 8,377     8,377
    MISCELLANEOUS 690   214 476
    OFFICE SUPPLIES 7,977   2,231 5,746
    POSTAGE AND SHIPPING 2,757   274 2,483
    REFERENCE MATERIALS 2,275     2,275
    RELOCATION AND RECRUITMENT 9,364     9,364
    THE AICHER AWARD 16,845     16,845
    BANK SERVICE CHARGES 388     388
    PAYROLL SERVICE 7,202   2,233 4,969
    EXPENSES IN EXCESS OF PROGRAM     -87,519 87,519


    TY 2020 OtherIncomeSchedule2
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN:
    06-1074292
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PROGRAM FUNDING 870,883   870,883
    FEE FOR SERVICE 34,376   34,376


    TY 2020 OtherIncreasesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN:
    06-1074292
    Description Amount
    UNREALIZED GAINS 63,026


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN:
    06-1074292
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL EXCISE TAX PAYABLE 5,001 6,961
    PPP LOAN PAYABLE   302,470


    TY 2020 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 24,168 24,168    


    TY 2020 TaxesSchedule
    Name:
    THE PAUL J AICHER FOUNDATION INC
    EIN:
    06-1074292
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 1,960 1,960