XERIC INCORPORATED: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- XERIC INCORPORATED (EIN 22-3149258)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-06
- IRS object ID
- 202610379349100611
- Schema version
- 2024v5.5
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-06T11:06:17-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | 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 PL STE 900 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | 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 | 2026-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,412,306 | 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 | $170,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,909 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $343,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $569,757 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $343,064 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $513,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $513,973 | 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 | $4,674 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,071 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,603 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,241 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,515 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $405 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,008 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $355,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $355,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $391,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $357,008 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $122,138 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $479,146 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,651 | CashBOYAmt |
| Cash EOY | $10,057 | CashEOYAmt |
| Cash EOYFMV | $10,057 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,101 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,862,517 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,961,189 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,369,148 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,882,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,004,347 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,412,306 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,882,209 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,004,347 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,882,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,004,347 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,882,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,004,347 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,882,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $122,138 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,004,347 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,004,347 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NEW PERSPECTIVE FUND | P | 2024-10-02 | $6,993 | $3,426 | $3,567 | $3,567 |
| NEW PERSPECTIVE FUND | P | 2025-01-02 | $10,090 | $5,155 | $4,935 | $4,935 |
| AMERICAN FUNDS GLOBAL BALANCED | P | 2025-09-03 | $49,322 | $31,339 | $17,983 | $17,983 |
| AMERICAN FUNDS STRATEGIC FUNDS | P | 2025-09-03 | $18,986 | $11,937 | $7,049 | $7,049 |
| CAPITAL GROWTH CORE BALANCED | P | 2025-09-03 | $78,064 | $49,601 | $28,463 | $28,463 |
| CAPITAL GROWTH DIVIDEND VALUE | P | 2025-09-03 | $95,071 | $58,957 | $36,114 | $36,114 |
| CAPITAL GROWTH GLOBAL GROWTH | P | 2025-09-03 | $13,509 | $8,472 | $5,037 | $5,037 |
| CAPITAL GROWTH GROWTH & INCOME | P | 2025-09-03 | $49,993 | $30,900 | $19,093 | $19,093 |
| AMERICAN FUNDS INCOME FUND | P | $42,025 | $26,906 | $15,119 | $15,119 | |
| CAPITAL GAINS DIVIDENDS | P | $205,704 | $205,704 | $205,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $343,064 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,660 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,660 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,280 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,380 | 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 |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER A LAIRD | ||||||||
| C/O MIRAGE STUDIOS | NORTHAMPTON | MA | 01060 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER B MILNE | ||||||||
| C/O GAGE-WILEY INC | NORTHAMPTON | MA | 01060 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER B MILNE | ||||||||
| C/O GAGE-WILEY INC | NORTHAMPTON | MA | 01060 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JEANNINE ATKINS | ||||||||
| 63 DICKINSON ROAD | WHATELY | MA | 01093 | EXECUTIVE VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION OFFERS ASSISTANCE TO 501(C)(3) CHARITIES FROM THE WESTERN MASSACHUSETTS, AREA CODE 413, AREA. GRANTS ARE USUALLY LIMITED TO $5,000 PER CHARITY. | Description1Txt |
| Expenses1 | $355,000 | 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 | $6,193,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,204,872 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,204,872 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,111,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $305,590 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $305,590 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,660 | TotalTaxAmt |
| Distributable Before Adj | $298,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $298,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $298,930 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $357,008 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $357,008 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $298,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,363 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $357,008 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,363 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $298,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,715 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,715 | 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 | $35,715 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $35,715 | 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 (23 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 | $20,000 |
| 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 | $20,000 |
| EQUALITY MAINE FOUNDATION | |||||||
| 15 CASCO ST | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $10,000 |
| MAINE MEDICAL CENTER | |||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $30,000 |
| MAINE NEEDS | |||||||
| 332 FOREST AVENUE | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $10,000 |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $30,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DRIVE | COLCHESTER | VT | 05446 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $30,000 |
| PORTLAND MUSEUM OF ART | |||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $30,000 |
| THE ERIC CARLE MUSEUM OF PICTURE BK ART INC | |||||||
| 125 WEST BAY ROAD | AMHERST | MA | 01002 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $30,000 |
| THE FOOD BANK | |||||||
| PO BOX 160 | HATFIELD | MA | 01038 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $5,000 |
| UMASS ENGLISH DEPARTMENT | |||||||
| MEMORIAL HALL 134 HICKS WAY | AMHERST | MA | 01003 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $15,000 |
| UNH FOUNDATION | |||||||
| 95 MAIN STREET | DURHAM | NH | 038243574 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $5,000 |
| WILLISTON NORTHAMPTON SCHOOL | |||||||
| 19 PAYSON AVENUE | EASTHAMPTON | MA | 01027 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $20,000 |
| THE TELLING ROOM | |||||||
| 225 COMMERCIAL ST | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $5,000 |
| CHILDRENS MUSEUM & THEATER OF MAINE | |||||||
| 250 THOMPSONS POINT ROAD | PORTLAND | ME | 04102 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $10,000 |
| UMASS AMHERST FOUNDATION | |||||||
| MEMORIAL HALL 134 HICKS WAY | AMHERST | MA | 01003 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $10,000 |
| MARINA MAMMALS OF MAINE | |||||||
| PO BOX 751 | BATH | ME | 04530 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $5,000 |
| THE AUTHORS GUILD FOUNDATION | |||||||
| 31 EAST 32ND STREET | NEW YORK | NY | 10016 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $5,000 |
| PARKINSONS FOUNDATION | |||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $10,000 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $10,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| 13 CHURCH HILL ROAD | NEWTON | CT | 06470 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $25,000 |
| THE WOODMAN MUSUEM | |||||||
| 182 CENTRAL AVE | DOVER | NH | 03820 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $355,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,909 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $343,064 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $513,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $513,973 | 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 | $4,674 | Amt |
| Net Investment Income | $3,071 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,603 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETF FUNDS | AT COST | $2,178,771 | $3,485,582 |
| MUTUAL FUNDS | AT COST | $1,782,418 | $2,883,566 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE | Desc |
| Revenue And Expenses Per Books | $405 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $405 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $30,241 | Amt |
| Net Investment Income | $30,241 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,515 | Amt |
| Net Investment Income | $1,515 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |