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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 04-3127721

THE A&A FUND

Also known as LOWERY R BRINCKERHOFF TTEE

Tax-exempt · WALTHAM, MA 02451

Financials

$331K$610K2023$481K$629K2024
Revenue Expenses · by fiscal year end
Financials of THE A&A FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$481,481$629,469-$147,988$7,451,018$736,912$6,714,106
December 31, 2023990-PF$330,737$610,080-$279,343$7,280,374$419,837$6,860,537
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$236,884
Net gain from sales of assets
$244,595
Other income
$2

Expenses

Grants and similar amounts paid
$540,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$547,673
Excise tax on investment income
$9,171

Balance sheet and other

Total assets, start of year
$7,280,374
Total assets, end of year
$7,451,018
Total liabilities, end of year
$736,912
Net assets, end of year
$6,714,106
Fair market value of assets
$13,136,646
Qualifying distributions
$547,673
Net investment income
$738,156

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
SHEILA K HIXON
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
ADVISORY BOARD1$0
ALEXANDRA H BALLARD
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
ADVISORY BOARD1$0
DYLAN H HIXON
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
ADVISORY BOARD1$0
SHANTI S HIXON
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
ADVISORY BOARD1$0
INDIA T RADFAR
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
ADVISORY BOARD1$0
JENNIFER PELIS
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
TRUSTEE0.5$0
BROOKE MANFREDI
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
SHEILA K HIXON
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
ADVISORY BOARD1$0
ALEXANDRA H BALLARD
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
ADVISORY BOARD1$0
DYLAN H HIXON
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
ADVISORY BOARD1$0
SHANTI S HIXON
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
ADVISORY BOARD1$0
INDIA T RADFAR
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
ADVISORY BOARD1$0
JENNIFER PELIS
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
TRUSTEE0.5$0
BROOKE MANFREDI
1075 MAIN STREET SUITE 200, WALTHAM, MA 02451
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
1075 MAIN ST STE 200, WALTHAM, MA 02451-7461
In care of
% BRINCK LOWERY TRUSTEE
Signed the 990-PF
JENNIFER PELIS, TRUSTEE
Phone
(617) 423-3900
Return prepared by
ARMANINO ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3127721
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,451,018
Income (IRS master file)
$1,780,186

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$481,481$629,469$7,451,018XML
990-TDecember 2024–––IRS
990-PFDecember 2023$330,737$610,080$7,280,374XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3127721).

Questions about THE A&A FUND

What is the EIN of THE A&A FUND?
The employer identification number (EIN) of THE A&A FUND is 04-3127721.
Is THE A&A FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to THE A&A FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE A&A FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of THE A&A FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE A&A FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE A&A FUND?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does THE A&A FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $481,481, expenses of $629,469 and total assets of $7,451,018 at year end.

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