XERIC INCORPORATED: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: XERIC INCORPORATED (EIN 22-3149258)
Tax period: 2016-10-01 to 2017-09-30
Filed: 2018-02-12
IRS object ID: 201820439349100012
Schema version: 2016v3.0
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 Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-02-12T14:35:30-06:00	ReturnTs
Tax Period End	2017-09-30	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	MORIARTY & PRIMACK 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	2016-10-01	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	2017-12-13	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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	70.88.213.177	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-12-13	IPDt
IP Tm	09:57:34	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	51BF3A6522326C8D4533D1055AFB35510F9593DC	AtSubmissionCreationDeviceId
At Submission Filing Device Id	B2310ABBFD91C8F002951925494545D88579F58E	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$4,495,351	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	$85,429	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$85,429	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$273,521	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$291,283	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$273,521	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$358,950	TotalRevAndExpnssAmt
Total Net Invst Incm	$358,950	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	$3,900	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,950	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,950	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$9,005	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,560	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$14,465	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,950	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,950	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$225,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$225,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$239,965	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,950	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$227,450	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$118,985	ExcessRevenueOverExpensesAmt
Net Investment Income	$357,000	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$640	CashBOYAmt
Cash EOY	$1,675	CashEOYAmt
Cash EOYFMV	$1,675	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,252	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,551	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,551	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$23,954	CorporateStockBOYAmt
Corporate Stock EOY	$6,192	CorporateStockEOYAmt
Corporate Stock EOYFMV	$91,256	CorporateStockEOYFMVAmt
Other Investments BOY	$2,849,722	OtherInvestmentsBOYAmt
Other Investments EOY	$2,986,135	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$4,400,869	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$2,876,568	TotalAssetsBOYAmt
Total Assets EOY	$2,995,553	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,495,351	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$2,876,568	UnrestrictedBOYAmt
Unrestricted EOY	$2,995,553	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,876,568	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,995,553	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,876,568	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,995,553	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,876,568	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$118,985	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,995,553	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,995,553	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
8750 CORNING INC.	P	1990-01-01	2017-08-28	$235,769	$17,762	$218,007	$218,007
CAPITAL GAINS DIVIDENDS	P			$55,514		$55,514	$55,514

Field	Value	IRS element (for citing)
Capital Gain Net Income	$273,521	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$178,575	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$3,939,425	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.045330	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$130,550	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$4,053,820	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.032204	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$233,970	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$3,975,155	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.058858	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$188,561	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$3,505,910	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.053784	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$169,069	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$3,263,782	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.051802	DistributionYr5Rt
Total Distribution	0.241978	TotalDistributionRt
Average Distribution	0.048396	AverageDistributionRt
Net Vl Noncharitable Assets	$4,261,049	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$206,218	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$3,570	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$209,788	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$227,450	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	$3,570	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,570	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$3,570	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$7,200	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$7,200	TotalPaymentsAndCreditsAmt
Overpayment	$3,630	OverpaymentAmt
Applied To ES Tax	$3,630	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

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	$4,324,781	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,157	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,325,938	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,325,938	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$64,889	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,261,049	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$213,052	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$213,052	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,570	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,570	TotalTaxAmt
Distributable Before Adj	$209,482	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$209,482	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$209,482	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$227,450	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$227,450	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$3,570	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$223,880	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$209,482	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$3,855	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$14,882	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$39,355	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$58,092	TotalExcessDistributionCyovAmt
Qualifying Distributions	$227,450	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$209,482	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$17,968	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$76,060	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	$3,855	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$72,205	ExcessDistriCyovToNextYrAmt
Excess From Year4	$14,882	ExcessFromYear4Amt
Excess From Year3	$39,355	ExcessFromYear3Amt
Excess From Current Year	$17,968	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 (24 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
DAKIN ANIMAL CENTER
171 UNION STREET	SPRINGFIELD	MA	01105	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
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	$20,000
ORCHARD HOUSE
PO BOX 343	CONCORD	MA	01742	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
PORTLAND MUSEUM OF ART
7 CONGRESS SQUARE	PORTLAND	ME	04101	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
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	$10,000
THE FOOD BANK
PO BOX 160	HATFIELD	MA	01038	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	$45,000
UMASS ENGLISH DEPARTMENT
MEMORIAL HALL 134 HICKS WAY	AMHERST	MA	01003	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$20,000
UNH ENGLISH DEPARTMENT
95 MAIN STREET	DURHAM	NH	038243574	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
WHATELY LIBRARY
202 CHESTNUT PLAIN ROAD	WHATELY	MA	01093	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
WILLISTON NORTHAMTON SCHOOL ANNUAL FUND
19 PAYSON AVENUE	EASTHAMPTON	MA	01027	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
MASS POETRY
15 CHANNEL CENTER STREET SUITE 103	BOSTON	MA	02210	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$2,500
EARTH JUSTICE
50 CALIFORNIA ST	SAN FRANCISCO	CA	94111	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
HUMAN RIGHTS CAMPAIGN
1640 RHODE ISLAND AVE NW	WASHINGTON	DC	200363278	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
FRIENDS OF TOWN HALL - TOWN HALL FUND OF WHATELY MA
PO BOX	WHATELEY	MA	01093	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$5,000
COOLEY DICKINSON HOSPITAL
30 LOCUST ST	NORTHAMPTON	MA	01060	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
BOSTON UNIVERSITY
ONE SILBER WAY	BOSTON	MA	02215	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$1,000
DOUBLE EDGE THEATRE
948 CONWAY ROAD	ASHFIELD	MA	01330	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$2,000
AMERICAN CIVIL LIBERTIES UNION
125 BROAD ST 18 FL	NEW YORK	NY	10004	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST 10TH FLOOR	NEW YORK	NY	10038	NONE	501 (C)(3)	GENERAL CONTRIBUTION	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$225,500	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	$85,429	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$273,521	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$358,950	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$358,950	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	$3,900	Amt
Net Investment Income	$1,950	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,950	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORNING INC	StockNm
EOY Book Value	$6,192	EOYBookValueAmt
EOYFMV	$91,256	EOYFMVAmt

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	$394,564	$595,619
INCOME FUND OF AMERICA	AT COST	$1,558,581	$2,064,566
NEW PERSPECTIVE	AT COST	$1,032,990	$1,740,684

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$475	$0	$0
OFFICE	$1,085	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES	$8,935	$0	$0
MASS FILING FEE	$70	$0	$0