XERIC INCORPORATED: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- XERIC INCORPORATED (EIN 22-3149258)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-09
- IRS object ID
- 202010099349100001
- Schema version
- 2018v3.1
- 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 | 2020-01-09T07:03:33-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | 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 STE 900 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011444011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | 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 | 2019-11-27 | 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 | 2018 | 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 | $4,614,162 | 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 | $98,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $308,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $440,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $308,931 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $407,626 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $407,626 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,208 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $274,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $133,130 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $405,626 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,460 | CashBOYAmt |
| Cash EOY | $9,885 | CashEOYAmt |
| Cash EOYFMV | $9,885 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,909 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $3,171,725 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,339,339 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,604,277 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,216,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,349,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,614,162 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,216,094 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,349,224 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,216,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,349,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,216,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,349,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,216,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $133,130 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,349,224 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,349,224 | 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 |
|---|---|---|---|---|---|---|---|
| INCOME FUND OF AMERICA | P | 1997-12-26 | 2019-09-30 | $100,000 | $76,881 | $23,119 | $23,119 |
| NEW PERSPECTIVE FUND | P | 1997-01-09 | 2019-09-30 | $140,000 | $55,135 | $84,865 | $84,865 |
| CAPITAL GAINS DIVIDENDS | P | $200,947 | $200,947 | $200,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $308,931 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $224,625 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,639,959 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048411 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $223,880 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,261,049 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052541 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $178,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,939,425 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045330 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,053,820 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032204 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $233,970 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,975,155 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058858 | DistributionYr5Rt |
| Total Distribution | 0.237344 | TotalDistributionRt |
| Average Distribution | 0.047469 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,555,003 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $216,221 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,056 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $220,277 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $257,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,056 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,056 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,960 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,904 | OverpaymentAmt |
| Applied To ES Tax | $4,904 | 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 | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER B MILNE | ||||||||
| C/O GAGE-WILEY INC | NORTHAMPTON | MA | 01060 | SECRETARY/TREASURER | 10.00 | $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 | $4,607,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,624,369 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,624,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,555,003 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,056 | TotalTaxAmt |
| Distributable Before Adj | $223,694 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $223,694 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $223,694 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $257,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,056 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $252,944 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,694 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,355 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $17,968 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $58,873 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $223,694 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,306 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,179 | 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 | $39,355 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,824 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $17,968 | ExcessFromYear2Amt |
| Excess From Year1 | $1,550 | ExcessFromYear1Amt |
| Excess From Current Year | $33,306 | ExcessFromCurrentYearAmt |
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 (22 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 | $25,000 |
| ANIMAL REFUGE LEAGUE OF GREATER PORTLAND | |||||||
| 217 LANDING ROAD | WESTBROOK | ME | 04092 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $5,000 |
| BOSTON UNIVERSITY | |||||||
| ONE SILBER WAY | BOSTON | MA | 02215 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $1,000 |
| 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 | $4,000 |
| 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 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $25,000 |
| 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 | $15,000 |
| 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 |
| 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 | $15,000 |
| 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 | $5,000 |
| THE UMBRELLA COMMUNITY ARTS CENTER | |||||||
| 40 STOW STREET | CONCORD | MA | 01742 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $15,000 |
| 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 | $10,000 |
| WILLISTON NORTHAMTON SCHOOL ANNUAL FUND | |||||||
| 19 PAYSON AVENUE | EASTHAMPTON | MA | 01027 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,000 | 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 | $98,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $308,931 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $407,626 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $407,626 | 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 | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | 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 | $471,099 | $705,895 |
| INCOME FUND OF AMERICA | AT COST | $1,736,274 | $2,184,541 |
| NEW PERSPECTIVE | AT COST | $1,131,966 | $1,713,841 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE | Desc |
| Revenue And Expenses Per Books | $1,208 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $14,253 | $0 | $0 |
| MASS FILING FEE | $35 | $0 | $0 |