XERIC INCORPORATED: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: XERIC INCORPORATED (EIN 22-3149258)
Tax period: 2019-10-01 to 2020-09-30
Filed: 2021-04-21
IRS object ID: 202131119349100023
Schema version: 2019v5.2
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	2021-04-21T19:28:57-05:00	ReturnTs
Tax Period End	2020-09-30	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	2019-10-01	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	2021-04-21	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$4,865,762	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	$106,986	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$106,986	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$201,909	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$286,572	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$201,909	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$308,895	TotalRevAndExpnssAmt
Total Net Invst Incm	$308,895	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	$3,850	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,925	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,925	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$35	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,042	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,927	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,925	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,925	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$171,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$171,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$175,927	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,925	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$172,925	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$132,968	ExcessRevenueOverExpensesAmt
Net Investment Income	$306,970	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$9,885	CashBOYAmt
Cash EOY	$3,958	CashEOYAmt
Cash EOYFMV	$3,958	CashEOYFMVAmt
Sav And Temp Cash Invst EOY	$5	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$5	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$3,339,339	OtherInvestmentsBOYAmt
Other Investments EOY	$3,478,229	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$4,861,799	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$3,349,224	TotalAssetsBOYAmt
Total Assets EOY	$3,482,192	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,865,762	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$3,349,224	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$3,482,192	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,349,224	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,482,192	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,349,224	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,482,192	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,349,224	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$132,968	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$3,482,192	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,482,192	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NEW PERSPECTIVE	P	1998-12-14	2020-04-06	$170,005	$84,663	$85,342	$85,342
CAPITAL GAINS DIVIDENDS	P			$116,567		$116,567	$116,567

Field	Value	IRS element (for citing)
Capital Gain Net Income	$201,909	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$252,944	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,555,003	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.055531	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$224,625	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$4,639,959	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.048411	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$223,880	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$4,261,049	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.052541	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$178,575	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$3,939,425	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.045330	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$130,550	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$4,053,820	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.032204	DistributionYr5Rt
Total Distribution	0.234017	TotalDistributionRt
Average Distribution	0.046803	AverageDistributionRt
Net Vl Noncharitable Assets	$4,586,391	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$214,657	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$3,070	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$217,727	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$172,925	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$6,139	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$6,139	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$6,139	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,904	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$7,400	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$12,304	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$6,165	OverpaymentAmt
Applied To ES Tax	$6,165	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	Yes (1)	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	1.00	$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 $10,000 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	$4,650,795	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,440	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,656,235	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,656,235	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$69,844	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,586,391	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$229,320	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$229,320	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,139	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,139	TotalTaxAmt
Distributable Before Adj	$223,181	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$223,181	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$223,181	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$172,925	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$172,925	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$172,925	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$223,181	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$17,968	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,550	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$33,306	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$52,824	TotalExcessDistributionCyovAmt
Qualifying Distributions	$172,925	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$172,925	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$50,256	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$50,256	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,568	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,568	ExcessDistriCyovToNextYrAmt
Excess From Year1	$2,568	ExcessFromYear1Amt

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 (19 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ANIMAL REFUGE LEAGUE OF GREATER PORTLAND
217 LANDING ROAD	WESTBROOK	ME	04092	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
COOLEY DICKINSON HOSPITAL
30 LOCUST ST	NORTHAMPTON	MA	01060	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
ERIC CARLE MUSEUM OF PICTURE BK ART INC
125 WEST BAY ROAD	AMHERST	MA	01002	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
FIRST BOOK
1319 F ST NW SUITE 1000	WASHINGTON	DC	20004	NONE	501 (C)(3)	JA DONATION	$10,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUE	BOSTON	MA	02115	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
PORTLAND MUSEUM OF ART
7 CONGRESS SQUARE	PORTLAND	ME	04101	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
PREBLE STREET
38 PREBLE STREET	PORTLAND	ME	04101	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
REACH OUT AND READ -- LA
56 ROULAND ST 1000	BOSTON	MA	02129	NONE	501 (C)(3)	JA/PL CONTRIBUTION;LISTTOTAL 6000	$5,000
THE FOOD BANK
PO BOX 160	HATFIELD	MA	01038	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
THE UMBRELLA COMMUNITY ARTS CENTER
40 STOW STREET	CONCORD	MA	01742	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
VALLEY NEIGHBORS
PO BOX 281	WHATELY	MA	01093	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$1,000
GOOD SHEPHERD FOOD BANK
PO BOX 1807	AUBURN	ME	04211	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
CUMBERLAND CITY FOOD SECURITY COUNCIL
494 US RT 1 STE 2	YARMOUTH	ME	04211	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
MAINE MEDICAL CENTER
22 BRAMHALL ST	PORTLAND	ME	04102	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
NO KID HUNGRY
PO BOX 75475	BALTIMORE	MD	21275	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$25,000
NORTHAMPTON SURVIVAL CENTER
265 PROSPECT ST	NORTHAMPTON	MA	01060	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
UNIVERSITY OF SOUTHERN MAINE
PO BOX 9300	PORTLAND	ME	04104	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
AMERICAN RED CROSS
PO BOX 37839	BOONE	IA	50037	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
MAINE PEOPLE'S ALLIANCE
565 CONGRESS ST STE 200	PORTLAND	ME	04101	NONE	501 (C)(4)	CHARITABLE USE	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$171,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$106,986	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$201,909	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$308,895	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$308,895	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	Yes (1)	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

Transfer Schedule Detail TransferScheduleDetail

Field	Value	IRS element (for citing)
Line Number	1a(1)	LineNumberTxt
Involved	$10,000	InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

Field	Value	IRS element (for citing)
Business Name Line1	MAINE PEOPLE'S ALLIANCE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transfers Trans And Shr Arrngm	TRANSFER OF A CASH DONATION FOR CHARITABLE USE	TransfersTransAndShrArrngmDesc

Field	Value	IRS element (for citing)
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEES	CategoryTxt
Amt	$3,850	Amt
Net Investment Income	$1,925	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,925	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	$506,017	$722,083
INCOME FUND OF AMERICA	AT COST	$1,858,103	$2,224,757
NEW PERSPECTIVE	AT COST	$1,114,109	$1,914,959

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OFFICE	Desc
Revenue And Expenses Per Books	$1,042	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	MASS FILING FEE	CategoryTxt
Amt	$35	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt