XERIC INCORPORATED: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- XERIC INCORPORATED (EIN 22-3149258)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2015-12-10
- IRS object ID
- 201503449349100300
- Schema version
- 2014v5.0
- 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 | 2015-12-10T08:23:24-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | 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 | 2014-10-01 | 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 | KENDALL ENGELMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4135850671 | PhoneNum |
| Signature | 2015-12-10 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,747,338 | 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 | $191,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,086 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,537 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $272,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,623 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $223 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,885 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,208 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $136,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $271,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,882 | CashBOYAmt |
| Cash EOY | $2,674 | CashEOYAmt |
| Cash EOYFMV | $2,674 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,294 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $45,878 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,102 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $371,932 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,507,687 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,654,193 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,367,438 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,569,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,706,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,747,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,569,848 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,706,263 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,569,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,706,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,569,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,706,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,569,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $136,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,706,263 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,706,263 | 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 |
|---|---|---|---|---|---|---|---|
| CORNING INC | D | 2009-12-30 | 2014-11-20 | $17,812 | $1,776 | $16,036 | $16,036 |
| NEW PERSPECTIVE | P | 1992-07-14 | 2015-09-10 | $100,000 | $34,499 | $65,501 | $65,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,537 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $233,970 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,975,155 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058858 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $188,561 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,505,910 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053784 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $169,069 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,263,782 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051802 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $202,640 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,483,434 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058172 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $182,735 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,101,353 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058921 | DistributionYr5Rt |
| Total Distribution | 0.281537 | TotalDistributionRt |
| Average Distribution | 0.056307 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,053,820 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $228,258 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,711 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $230,969 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,144 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,144 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,277 | 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 | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| KENDALL ENGLEMAN | ||||||||
| C/O MIRAGE STUDIOS | NORTHAMPTON | MA | 01060 | SECRETARY/TREASURER | 10.00 | $16,500 | $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 | $112,500 | 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 | $4,112,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,840 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,115,553 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,115,553 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,053,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,421 | TotalTaxAmt |
| Distributable Before Adj | $197,270 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,270 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,270 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,270 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,658 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,737 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,401 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,882 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,355 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $136,033 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $66,720 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $66,720 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $69,313 | 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 | $69,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,675 | ExcessFromYear4Amt |
| Excess From Year3 | $7,401 | ExcessFromYear3Amt |
| Excess From Year2 | $14,882 | ExcessFromYear2Amt |
| Excess From Year1 | $39,355 | 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 (12 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 | $2,500 |
| ERIC CARLE MUSEUM OF PICTURE BK ART INC | |||||||
| 125 WEST BAY ROAD | AMHERST | MA | 01002 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $15,000 |
| 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 |
| READER TO READER INC | |||||||
| 24 MT VIEW CIRCLE | AMHERST | MA | 01002 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $4,000 |
| STAND UP TO CANCER | |||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 911991224 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $20,000 |
| 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 | $15,000 |
| UMASS ENGLISH DEPARTMENT | |||||||
| MEMORIAL HALL 134 HICKS WAY | AMHERST | MA | 01003 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $10,000 |
| UNH ENGLISH DEPARTMENT | |||||||
| 95 MAIN STREET | DURHAM | NH | 038243574 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $4,000 |
| WILLISTON NORTHAMTON SCHOOL ANNUAL FUND | |||||||
| 19 PAYSON AVENUE | EASTHAMPTON | MA | 01027 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,500 | 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 | $191,086 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,537 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $272,623 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $272,623 | 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 | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORNING INC | StockNm |
| EOY Book Value | $44,102 | EOYBookValueAmt |
| EOYFMV | $371,932 | 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 | $339,765 | $441,828 |
| INCOME FUND OF AMERICA | AT COST | $1,414,188 | $1,627,058 |
| NEW PERSPECTIVE | AT COST | $900,240 | $1,298,552 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,071 | $0 | $0 |
| MISCELLANEOUS | $869 | $0 | $0 |
| OFFICE | $945 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $153 | $0 | $0 |
| MASS FILING FEE | $70 | $0 | $0 |