XERIC INCORPORATED: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- XERIC INCORPORATED (EIN 22-3149258)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-02-11
- IRS object ID
- 201110429349100401
- Schema version
- 2009v1.4
- 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 Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-11T08:20:45-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORIARTY & PRIMACK PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE SUITE 1300 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 011444011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223149258 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | XERIC FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | XERI | NameControl |
| Phone | 4135850671 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 PLEASANT STREET PMB 214 | AddressLine1 |
| City | NORTHAMPTON | City |
| State | MA | State |
| ZIP Code | 010603900 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENDALL ENGELMAN | Name |
| Title | TREASURER | Title |
| Phone | 4135850671 | Phone |
| Date Signed | 2011-02-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT SUPRENANT | Name |
| Phone | 4137391800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3367304 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1003061 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 71023 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 71023 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 279683 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 343153 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 279683 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1353767 | TotalRevenueAndExpenses |
| Total Net Investment Income | 350706 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 38500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 38500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1150 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1150 | AccountingFeesDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 1995 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 0 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3742 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 46537 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1150 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 39650 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 143085 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 143085 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 189622 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1150 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 182735 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1164145 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 349556 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7921 | CashBOY |
| Cash EOY | 20299 | CashEOY |
| Cash EOYFMV | 20299 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1584 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 151013 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 151013 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 30550 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 101500 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 914000 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 2172684 | InvestmentsOtherBOY |
| Investments Other EOY | 2207119 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2281992 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2212739 | TotalAssetsBOY |
| Total Assets EOY | 2479931 | TotalAssetsEOY |
| Total Assets EOYFMV | 3367304 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2212739 | UnrestrictedBOY |
| Unrestricted EOY | 2479931 | UnrestrictedEOY |
| Total Net Assets BOY | 2212739 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2479931 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2212739 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2479931 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2212739 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1164145 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3376884 | Subtotal |
| Other Decreases | 896953 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2479931 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|
| CORNING INC | 2009-12-30 | 175789 | 30550 | 145239 | 145239 | |
| CORNING INC | 2010-02-17 | 143947 | 4608 | 139339 | 139339 | |
| INCOME FUND OF ANERICA | 2009-10-16 | 23417 | 28312 | -4895 | -4895 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 279683 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 159263 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1982339 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.080341 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 200815 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2950850 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068053 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 216088 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2791672 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.077405 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 137232 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2561547 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053574 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 325083 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2501465 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.129957 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.409330 | TotalDistributionRatio |
| Average Distribution Ratio | 0.081866 | AverageDistributionRatio |
| Net Noncharitable Assets | 3101353 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 253895 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3496 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 257391 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 182735 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6991 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6991 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6991 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4073 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4073 | TotalCreditsAndPayments |
| Tax Due | 2918 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | www.xericfoundation.org | WebsiteAddress |
| Books In Care Of Person Name | Kendall Clark Engelman | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4135850671 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 Pleasant Street PMB 214 | AddressLine1 |
| City | Northampton | City |
| State | MA | State |
| ZIP Code | 01060 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Clark Engelman | ||||||||
| C/O Mirage Studios | Northampton | MA | 01060 | Secretary/Treasurer | 20.00 | 38500 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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. | Description1 |
| Expenses1 | 83162 | Expenses1 |
| Description2 | The foundation offers financial assistance to self-publishing comic creators in furtherance of the arts. Grants are limited to direct expense reimbursements to the comics. | Description2 |
| Expenses2 | 59923 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3124998 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23584 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3148582 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3148582 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 47229 | CashDeemedCharitable |
| Net Noncharitable Assets | 3101353 | NetNoncharitableAssets |
| Minimum Investment Return | 155068 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 155068 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6991 | TaxBasedOnInvestmentIncome |
| Total Tax | 6991 | TotalTax |
| Distributable Amount Before Adj | 148077 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 148077 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 148077 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 182735 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 182735 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 182735 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 148077 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 203504 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 12989 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 81354 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 60667 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 63094 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 421608 | TotalExcessDistriCarryover |
| Qualifying Distributions | 182735 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 148077 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34658 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 456266 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 203504 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 252762 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 12989 | ExcessFromYear4 |
| Excess From Year3 | 81354 | ExcessFromYear3 |
| Excess From Year2 | 60667 | ExcessFromYear2 |
| Excess From Year1 | 63094 | ExcessFromYear1 |
| Excess From Current Year | 34658 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Peter A Laird | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Xeric Foundation | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 Pleasant Street PMB 214 | AddressLine1 |
| City | Northampton | City |
| State | MA | State |
| ZIP Code | 01060 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4135850671 | RecipientPhoneNumber |
| Form And Info And Materials | Western Mass 501(c)(3) charities and any self publishing comic may submit a written request, no special application form is necessary. Complete details can be obtained @ www.xericfoundation.org | FormAndInfoAndMaterials |
| Submission Deadlines | Charities - January 31 for March 1 review | SubmissionDeadlines |
| Restrictions On Awards | 501(c)(3) charities must be in western Massachusetts 413 area code Requests generally should not exceed $5,000 | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTSPACE COMMUNITY ARTS CENTER | |||||||||||||
| 15 MILL STREET | GREENFIELD | MA | 01301 | NONE | 501 (C)(3) | STRINGS PROGRAM AT NEWTON | $3,000 | ||||||
| CENTER FOR NEW AMERICANS | |||||||||||||
| 17 NEW SOUTH ST 301 | NORTHAMPTON | MA | 01060 | NONE | 501 (C)(3) | JEANNINE ATKINS AND PETER LAIRD CONTRIBUTION | $500 | ||||||
| FRIENDS OF THE WHATELY LIBRARY | |||||||||||||
| PO BOX 187 | WHATELY | MA | 01093 | NONE | 501 (C)(3) | GENERAL CONTRIBUTION | $500 | ||||||
| FRANKLIN LAND TRUST | |||||||||||||
| PO BOX 450 | SHELBURNE FALLS | MA | 01370 | NONE | 501 (C)(3) | JEANNINE ATKINS CONTRIBUTION | $10,000 | ||||||
| HARTLEY LYN | |||||||||||||
| NONE | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $599 | 546 MANNING AVE | TORONTO | Ontario | CA | ONTM6R | |||||
| JACOB'S PILLOW DANCE FESTIVAL INC | |||||||||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | NONE | 501 (C)(3) | COMMUNITY DAY | $3,000 | ||||||
| LILLY LIBRARY | |||||||||||||
| 19 MEADOW STREET | FLORENCE | MA | 01062 | NONE | 501 (C)(3) | SUMMER CHILDREN'S PROGRAM | $787 | ||||||
| NORTHAMPTON SURVIVAL CENTER INC | |||||||||||||
| 265 PROSPECT STREET | NORTHAMPTON | MA | 01060 | NONE | 501 (C)(3) | KIDS SUMMER MEAL PROGRAM | $10,000 | ||||||
| READER TO READER INC | |||||||||||||
| 24 MT VIEW CIRCLE | AMHERST | MA | 01002 | NONE | 501 (C)(3) | BOOKS | $3,000 | ||||||
| THE FOOD BANK | |||||||||||||
| PO BOX 160 | HATFIELD | MA | 01038 | NONE | 501 (C)(3) | DOOR TO DOOR DELIVERY PROGRAM | $5,000 | ||||||
| UMASS ENGLISH DEPT | |||||||||||||
| RECORD GIFT PROCESSING MEMORIAL | AMHERST | MA | 010039270 | NONE | 501 (C)(3) | JEANNINE ATKINS | $10,000 | HALL 134 HICK WAY UMASS | |||||
| WOMENS HOUSE OF PEACE | |||||||||||||
| PO BOX 1843 | NORTH ADAMS | MA | 01247 | NONE | 501 (C)(3) | JOURNEY CAMP FINANCIAL AID | $1,425 | ||||||
| WILLISTON NORTHAMPTON SCHOOL ANNUAL FUND | |||||||||||||
| 19 PAYSON AVENUE | EASTHAMPTON | MA | 01027 | NONE | 501 (C)(3) | JEANNINE ATKINS AND PETER LAIRD CONTRIBUTION | $1,000 | ||||||
| ADAM HINES | |||||||||||||
| 270 W ELMWOOD | BURBANK | CA | 91502 | NONE | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $5,000 | ||||||
| ANNIE MURPHY | |||||||||||||
| 121 NE BUFFALO ST | PORTLAND | OR | 97211 | NONE | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $167 | ||||||
| BRIAN BROWN | |||||||||||||
| 315 S 45TH ST | PHILADELPHIA | PA | 19104 | NONE | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $1,007 | ||||||
| ED CHOY MOORMAN | |||||||||||||
| 101 E 25 ST | MINNEAPOLIS | MN | 55404 | NONE | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $477 | ||||||
| JOE BORUCHOW | |||||||||||||
| 921 W RITNER ST | PHILADELPHIA | PA | 19148 | NONE | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $4,250 | ||||||
| JOSHUA SMEATON | |||||||||||||
| 3902 PENROD LANE | VALRICO | FL | 33596 | NONE | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $4,250 | ||||||
| TIMOTHY GODEK | |||||||||||||
| 809 LINCOLN ST | WOOSTER | OH | 44691 | NONE | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $6,000 | ||||||
| ERIC CARLE MUSUEM OF PICTURE BOOK ART | |||||||||||||
| 125 WEST BAY ROAD | AMHERST | MA | 01002 | NONE | 501 (C)(3) | JEANNINE ATKINS AND PETER LAIRD CONTRIBUTION | $10,000 | ||||||
| HOLYOKE ROWS | |||||||||||||
| PO BOX 4936 | HOLYOKE | MA | 01041 | NONE | 501 (C)(3) | ROWING BARGE PURCHASE | $3,000 | ||||||
| RED GATE FARM EDUCATION CENTER | |||||||||||||
| PO BOX 300 | BUCKLAND | MA | 01338 | NONE | 501 (C)(3) | SUMMER YOUTH CORPS | $750 | ||||||
| RIVERSIDE INDUSTRIES INC | |||||||||||||
| ONE COTTAGE STREET | EASTHAMPTON | MA | 01027 | NONE | 501 (C)(3) | BUSINESS LAUNCH TO PRODUCE & SELL ITEMS | $1,000 | ||||||
| UMASS FINE ARTS CENTER | |||||||||||||
| CURRY HICKS 100 HICKS WAY | AMHERST | MA | 01003 | NONE | 501 (C)(3) | JAZZ IN JULY SUMMER MUSIC PROGRAM | $2,400 | ||||||
| AMHERST SURVIVAL CENTER | |||||||||||||
| PO BOX 9629 | N AMHERST | MA | 010599629 | NONE | 501 (C)(3) | HOMELESS HEALTH PROJECT | $3,000 | ||||||
| ELMS COLLEGE | |||||||||||||
| 291 SPRINGFIELD ST | CHICOPEE | MA | 010132839 | NONE | 501 (C)(3) | STANDING ON THE FOUNDATION OF SUCCESS PROGRAM | $3,200 | ||||||
| NORTH AMHERST COMMUNITY FARM | |||||||||||||
| PO BOX 9648 | N AMHERST | MA | 01059 | NONE | 501 (C)(3) | FARM CAMP DEVELOPMENT PROJECT | $3,000 | ||||||
| PV HABITAT FOR HUMANITY | |||||||||||||
| PO BOX 60642 | FLORENCE | MA | 01062 | NONE | 501 (C)(3) | CONSTRUCTION MATERIALS FOR WARNER ST HOUSE, TURNERS FALLS | $5,000 | ||||||
| RK FINN RYAN RD ELEMENTARY SCHOOL PTO | |||||||||||||
| 498 RYAN ROAD | FLORENCE | MA | 01062 | NONE | 501 (C)(3) | PITI THEATRE CO PRESENTATION | $1,600 | ||||||
| SHELBURNE FALLS AREA BEAUTIFICATION ASSOCIATION | |||||||||||||
| 75 BRIDGE ST | SHELBURNE FALLS | MA | 01370 | NONE | 501 (C)(3) | MOSAIC MURAL PROJECT | $2,000 | ||||||
| BLAISE LARMEE | |||||||||||||
| 3720 SE 28TH PL 19 | PORTLAND | OR | 97202 | NONE | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $3,100 | ||||||
| LANE MILBURN | |||||||||||||
| 838 PARK AVE 4A | BALTIMORE | MD | 21201 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $3,400 | |||||||
| STEFAN SALINAS | |||||||||||||
| 2130 FILLMORE ST 275 | SAN FRANCISCO | CA | 94115 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $3,530 | |||||||
| SARAH BECAN | |||||||||||||
| 3151 W WELLINGTON AVE 2 | CHICAGO | IL | 60618 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $4,000 | |||||||
| NATHAN SCHREIBER | |||||||||||||
| PO BOX 310576 | BROOKLYN | NY | 11231 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $4,925 | |||||||
| BEN COSTA | |||||||||||||
| 3711 SAN BRUNO AVE | SAN FRANCISCO | CA | 94134 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $6,000 | |||||||
| WEI LI | |||||||||||||
| SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $4,930 | 217-2960 PRICESS CR | COQUITLAM | British Columbia | CA | V3B 7P2 | ||||||
| JED MCGOWAN | |||||||||||||
| 4225 DEL MAR AVE 310 | LOS ANGELES | CA | 90029 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $5,300 | |||||||
| BRITTNEY SABO | |||||||||||||
| 7316 CEDAR LAKE RD S 8 | MINNEAPOLIS | MN | 55426 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $2,988 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 143085 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRITTNEY SABO | |||||||||||
| 7316 CEDAR LAKE RD S 8 | MINNEAPOLIS | MN | 55426 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $2,012 | |||||
| KELLY CLANCY | |||||||||||
| 88 61ST STREET | OAKLAND | CA | 94608 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $5,579 | |||||
| BRIAN BROWN | |||||||||||
| 315 S 45TH ST | PHILADELPHIA | PA | 19104 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $493 | |||||
| MARGARET ASHFORD-TROTTER | |||||||||||
| 1906 BIGELOW AVE N 201 | SEATTLE | WA | 98109 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $2,500 | |||||
| JONATHON DALTON | |||||||||||
| SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $4,000 | BSTMT STE 31328 VISTA CT | ABBOTSFORD | British Columbia | CA | V2T 6N5 | ||||
| JED MCGOWAN | |||||||||||
| 4225 DEL MAR AVE 310 | LOS ANGELES | CA | 90029 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $1,246 | |||||
| ANSIS PURINS | |||||||||||
| 14 SAXTON ROAD | NEWTON | MA | 02461 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $4,715 | |||||
| JASON BRUBAKER | |||||||||||
| 13319 STRATHERN ST | NORTH HOLLYWOOD | CA | 91605 | SELF PUBLISHING COMI | UNDERWRITER EXPENSES | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 25545 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $71,023 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $279,683 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $350,706 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 350706 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | Category |
| Amount | $2,300 | Amount |
| Net Investment Income | 1150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1150 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORNING INC | NameOfStock |
| EOY Book Value | 101500 | EOYBookValue |
| EOYFMV | 914000 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| America Mutual Fund | AT COST | 273859 | 262757 |
| Income Fund of America | AT COST | 1192170 | 1129376 |
| New Perspective | AT COST | 741090 | 889859 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRIBUTED STOCK DIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE | Description |
| Amount | $896,953 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Insurance | 2273 | 0 | 0 |
| Dues & Fees | 710 | 0 | 0 |
| Miscellaneous | -253 | 0 | 0 |
| Office | 1012 | 0 | 0 |