XERIC INCORPORATED: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: XERIC INCORPORATED (EIN 22-3149258)
Tax period: 2021-10-01 to 2022-09-30
Filed: 2023-01-18
IRS object ID: 202340189349100314
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-01-18T13:32:15-06:00	ReturnTs
Tax Period End	2022-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043191789	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MP PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE MONARCH PLACE	AddressLine1Txt
City	SPRINGFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01144	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223149258	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	XERIC FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	XERI	BusinessNameControlTxt
Phone	4135850671	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	351 PLEASANT STREET PMB 214	AddressLine1Txt
City	NORTHAMPTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	010603900	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHRIS MILNE	PersonNm
Person Title	VICE PRESIDENT	PersonTitleTxt
Phone	4135850671	PhoneNum
Signature	2023-01-18	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CHRIS	PersonFirstNm
Person Last	MILNE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT SUPRENANT	PreparerPersonNm
PTIN	P01046605	PTIN
Phone	4137391800	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$4,601,021	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$100,682	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$100,682	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$381,351	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$554,128	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$381,351	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$482,033	TotalRevAndExpnssAmt
Total Net Invst Incm	$482,033	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,390	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,195	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,195	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$3,146	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,146	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$400	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$400	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$7,936	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,341	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,595	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$242,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$242,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$249,936	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,341	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$244,595	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$232,097	ExcessRevenueOverExpensesAmt
Net Investment Income	$476,692	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$13,035	CashBOYAmt
Cash EOY	$38,099	CashEOYAmt
Cash EOYFMV	$38,099	CashEOYFMVAmt
Sav And Temp Cash Invst EOY	$10	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$10	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$3,509,565	OtherInvestmentsBOYAmt
Other Investments EOY	$3,716,588	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$4,562,912	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$3,522,600	TotalAssetsBOYAmt
Total Assets EOY	$3,754,697	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,601,021	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$3,522,600	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$3,754,697	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,522,600	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,754,697	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,522,600	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,754,697	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,522,600	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$232,097	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$3,754,697	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,754,697	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NEW PERSPECTIVE FUND	P	2020-12-13	2022-09-19	$75,005	$36,973	$38,032	$38,032
INCOME FUND AMERICA	P	1999-12-13	2022-09-19	$200,005	$135,804	$64,201	$64,201
CAPITAL GAINS DIVIDENDS	P			$279,118		$279,118	$279,118

Field	Value	IRS element (for citing)
Capital Gain Net Income	$381,351	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$6,626	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$6,626	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$6,626	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,640	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$4,640	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$1,986	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	0	ComplyWithPublicInspRqrInd
Website Address	WWW.XERICFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	KATHERINE MAGINNIS	IndividualWithBooksNm
Phone	4135867066	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	351 PLEASANT STREET PMB 214	AddressLine1Txt
City	NORTHAMPTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01060	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER A LAIRD
C/O MIRAGE STUDIOS	NORTHAMPTON	MA	01060	PRESIDENT	2.00	$0	$0	$0
CHRISTOPHER B MILNE
C/O GAGE-WILEY INC	NORTHAMPTON	MA	01060	VICE PRESIDENT	2.00	$0	$0	$0
CHRISTOPHER B MILNE
C/O GAGE-WILEY INC	NORTHAMPTON	MA	01060	SECRETARY/TREASURER	1.00	$0	$0	$0
JEANNINE ATKINS
63 DICKINSON ROAD	WHATELY	MA	01093	EXECUTIVE VICE-PRESIDENT	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION OFFERS ASSISTANCE TO 501(C)(3) CHARITIES FROM THE WESTERN MASSACHUSETTS, AREA CODE 413, AREA. GRANTS ARE USUALLY LIMITED TO $5,000 PER CHARITY.	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$5,619,360	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$14,079	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,633,439	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,633,439	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$84,502	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,548,937	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$277,447	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$277,447	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,626	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,626	TotalTaxAmt
Distributable Before Adj	$270,821	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$270,821	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$270,821	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$244,595	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$244,595	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$270,821	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$2,568	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$18,406	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$20,974	TotalExcessDistributionCyovAmt
Qualifying Distributions	$244,595	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$244,595	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$20,974	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$20,974	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$5,252	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	PETER A LAIRD	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	XERIC FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	351 PLEASANT STREET PMB 214	AddressLine1Txt
City	NORTHAMPTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01060	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4135850671	RecipientPhoneNum
Form And Info And Materials	WESTERN MASS 501(C)(3) CHARITIES MAY SUBMIT A WRITTEN REQUEST, NO SPECIAL APPLICATION FORM IS NECESSARY. COMPLETE DETAILS CAN BE OBTAINED AT WWW.XERICFOUNDATION.ORG	FormAndInfoAndMaterialsTxt
Submission Deadlines	CHARITIES - JANUARY 31 FOR MARCH 1 REVIEW	SubmissionDeadlinesTxt
Restrictions On Awards	501(C)(3) CHARITIES MUST BE IN WESTERN MASSACHUSETTS 413 AREA CODE REQUESTS GENERALLY SHOULD NOT EXCEED $5,000	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN CIVIL LIBERTIES UNION
125 BROAD ST 18 FL	NEW YORK	NY	10004	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$15,000
ANIMAL REFUGE LEAGUE OF GREATER PORTLAND
217 LANDING ROAD	WESTBROOK	ME	04092	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
CENTER FOR NEW AMERICANS
42 GOTHIC STREET	NORTHHAMPTON	MA	01060	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$3,000
COOLEY DICKINSON HOSPITAL
30 LOCUST ST	NORTHAMPTON	MA	01060	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$20,000
DAKIN ANIMAL CENTER
171 UNION STREET	SPRINGFIELD	MA	01105	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
DOUBLE EDGE THEATRE
948 CONWAY ROAD	ASHFIELD	MA	01330	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$2,000
THE ERIC CARLE MUSEUM OF PICTURE BK ART INC
125 WEST BAY ROAD	AMHERST	MA	01002	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$25,000
JONES LIBRARY
43 AMITY STREET	AMHERST	MA	01002	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$2,000
MAINE MEDICAL CENTER
22 BRAMHALL ST	PORTLAND	ME	04102	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$15,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	02115	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$20,000
ORCHARD HOUSE
PO BOX 343	CONCORD	MA	01742	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST 10TH FLOOR	NEW YORK	NY	10038	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$25,000
PORTLAND MUSEUM OF ART
7 CONGRESS SQUARE	PORTLAND	ME	04101	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$25,000
REACH OUT AND READ -- LA
56 ROULAND ST 1000	BOSTON	MA	02129	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$9,000
READER TO READER INC
24 MT VIEW CIRCLE	AMHERST	MA	01002	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$3,000
STAND UP TO CANCER
1801 W OLYMPIC BLVD	PASADENA	CA	911991224	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
THE FOOD BANK
PO BOX 160	HATFIELD	MA	01038	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
THE TELLING ROOM
225 COMMERCIAL ST	PORTLAND	ME	04101	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$2,500
THE UMBRELLA COMMUNITY ARTS CENTER
40 STOW STREET	CONCORD	MA	01742	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$2,500
UMASS ENGLISH DEPARTMENT
MEMORIAL HALL 134 HICKS WAY	AMHERST	MA	01003	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$15,000
UNH ENGLISH DEPARTMENT
95 MAIN STREET	DURHAM	NH	038243574	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
THE FOOD BANK
19 PAYSON AVENUE	EASTHAMPTON	MA	01027	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$15,000
LOOK MEMORIAL PARK
300 NORTH MAIN ST	FLORENCE	MA	01062	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$2,000
EQUALITY MAINE
15 CASCO ST	PORTLAND	ME	04101	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
CATHERINE VIOLET HUBBARD ANIMAL SANCTUART
8 COMMERCE ROAD	NEWTON	CT	06470	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$242,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$100,682	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$381,351	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$482,033	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$482,033	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEES	CategoryTxt
Amt	$4,390	Amt
Net Investment Income	$2,195	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,195	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
AMERICA MUTUAL FUND	AT COST	$565,594	$838,950
INCOME FUND OF AMERICA	AT COST	$1,899,012	$2,125,344
NEW PERSPECTIVE	AT COST	$1,251,982	$1,598,618

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OFFICE	Desc
Revenue And Expenses Per Books	$400	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$400	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MASS FILING FEE	$35	$35	$0
FEDERAL TAXES	$3,111	$3,111	$0