GIANT STEPS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GIANT STEPS FOUNDATION (EIN 52-2069841)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202121239349100642
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-03T16:38:02-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY ST STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522069841 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GIANT STEPS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIAN | BusinessNameControlTxt |
| Phone | 6504833553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO HOOD STRONG 275 BATTERY NO | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER LEEDS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6504833553 | PhoneNum |
| Signature | 2021-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | LEEDS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB YAU | PreparerPersonNm |
| PTIN | P01560332 | PTIN |
| Phone | 4157810793 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,819,990 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,521 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $41,273 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,273 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $121,651 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,651 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,078,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,844,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,078,261 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,006 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,250,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,241,185 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $123,846 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $123,846 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,426 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,426 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,720 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,720 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,487 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $45,487 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,603 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,398 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,205 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,215 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,963 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $19,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,800 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $235 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $235 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,702 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,702 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $416,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $274,421 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,064,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,064,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,480,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,339,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,230,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,144,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,700 | CashBOYAmt |
| Cash EOY | $15,611 | CashEOYAmt |
| Cash EOYFMV | $15,611 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,495,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,576,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,576,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,989,610 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $999,610 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $999,610 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,437,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,266,522 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,266,522 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $257,150 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $362,247 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $362,247 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $600,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $600,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $364 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,296,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,819,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,819,990 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $104 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $19,296,517 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,819,990 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,296,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,819,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,296,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,819,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,296,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,230,247 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,753,980 | OtherIncreasesAmt |
| Subtotal | $20,820,250 | SubtotalAmt |
| Other Decreases | $260 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,819,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $8,844,187 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,765,926 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,078,261 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,078,261 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,078,261 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,913 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,913 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,200 | 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 | $25,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,287 | OverpaymentAmt |
| Applied To ES Tax | $9,287 | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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.GIANTSTEPS.ORG | WebsiteAddressTxt |
| Individual With Books | LORING WOLCOTT COOLIDGE | IndividualWithBooksNm |
| Phone | 6175236531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Yes (1) | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER LEEDS | ||||||||
| 275 BATTERY STREET SUITE 900 | SAN FRANCISCO | CA | 94111 | PRESIDENT/DIRECTOR | 18.00 | $0 | $0 | $0 |
| DAPHNE MUEHLE | ||||||||
| 275 BATTERY STREET SUITE 900 | SAN FRANCISCO | CA | 94111 | VICE PRESIDENT | 40.00 | $123,846 | $14,483 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $92,398 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $15,372,448 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,418,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $600,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,390,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,390,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $290,859 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,099,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $954,987 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $954,987 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,913 | TotalTaxAmt |
| Distributable Before Adj | $939,074 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $939,074 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $939,074 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,339,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,339,346 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,339,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $939,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $204,860 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $184,718 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $178,171 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,512 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $578,261 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,339,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $939,074 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,400,272 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,978,533 | 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 | $204,860 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,773,673 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $184,718 | ExcessFromYear4Amt |
| Excess From Year2 | $178,171 | ExcessFromYear2Amt |
| Excess From Year1 | $10,512 | ExcessFromYear1Amt |
| Excess From Current Year | $1,400,272 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JENNIFER LEEDS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN PRAIRIE RESERVE | |||||||
| PO BOX 908 | BOZEMAN | MT | 59771 | N/A | PC | GENERAL SUPPORT | $2,500 |
| AMERICAN WILD HORSE PRESERVATION CAMPAIGN | |||||||
| PO BOX 1733 | DAVIS | CA | 95617 | N/A | PC | VIRGINIA RANGE WILD HORSE DARTING PROGRAM, THE STAY WILD EVENT | $60,000 |
| BIRCHBARK FOUNDATION | |||||||
| PO BOX 1903 | MONTEREY | CA | 93942 | N/A | PC | FINANCIAL ASSISTANCE VULNERABLE FAMILIES FOR VET, FOOD, ETC. | $10,000 |
| COMMUNITY ACTION BOARD OF SANTA CRUZ COUNTY | |||||||
| 406 MAIN STREET SUITE 207 | WATSONVILLE | CA | 95076 | N/A | PC | HELP WITH THE FIRE EMERGENCY NEEDS OF THE DAVENPORT RESOURCE BOARD | $5,000 |
| DELAWARE RAPTOR CENTER | |||||||
| 416 CUMMINS HILL ROAD | MILFORD | PA | 18337 | N/A | PC | GENERAL SUPPORT | $2,500 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | REGIONAL/ARCTIC WORK | $2,500 |
| EDUCATION FOR ALL FOUNDATION | |||||||
| 601 ISLINGTON ST SUITE 206 | PORTSMOUTH | NH | 03801 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| FLEET OF ANGELS | |||||||
| 3226 S NEWCOMBE STREET 11101 | LAKEWOOD | CO | 80227 | N/A | PC | HELPING WITH HAY DURING COVID-19, HELP WITH ANIMALS IN NEED DUE CA FIRES | $20,000 |
| FURRY FRIENDS FOOD RELIEF PROGRAM | |||||||
| PO BOX 1222 | OAKLEY | CA | 94561 | N/A | PC | FINANCIAL ASSISTANCE FAMILIES IN NEED | $5,000 |
| GIZMO-CDA | |||||||
| 100 W GARDEN AVE | COEUR DALENE | ID | 83814 | N/A | PC | GENERAL SUPPORT | $7,500 |
| GLOBAL GIVING | |||||||
| 1110 VERMONT AVENUE NW STE 550 | WASHINGTON | DC | 20005 | N/A | PC | WILDLIFE AFFECTED BY AUSTRALIAN WILDFIRES | $5,000 |
| INTO THE LIGHT HORSE RESCUE & SANCTUARY | |||||||
| 1014 WOODSIDE RD | WOODSIDE | CA | 94061 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| JASPER RIDGE FARM | |||||||
| PO BOX 620924 | WOODSIDE | CA | 94062 | N/A | PC | GENERAL SUPPORT | $1,500 |
| KANE'S KRUSADE | |||||||
| PO BOX 1085 | EAST LONGMEADOW | MA | 01028 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| KINGS MOUNTAIN VOLUNTEER FIRE BRIGADE | |||||||
| 13889 SKYLINE BLVD | WOODSIDE | CA | 94062 | N/A | PC | GENERAL SUPPORT | $10,000 |
| LATINO COMMUNITY FOUNDATION | |||||||
| 235 MONTGOMERY ST SUITE 1160 | SAN FRANCISCO | CA | 94104 | N/A | PC | NORCAL WILDLIFE RELIEF FUND | $10,000 |
| MADRE | |||||||
| 121 WEST 27TH STREET 301 | NEW YORK | NY | 10001 | N/A | PC | HURRICANE IOTA RELIEF EFFORTS | $5,000 |
| MARIN HUMANE SOCIETY | |||||||
| 171 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | N/A | PC | PET SAFETY NET PROGRAM | $20,000 |
| MORNINGSIDE CENTER FOR TEACHING SOCIAL RESPONSIBILITY | |||||||
| 475 RIVERSIDE DR 550 | NEW YORK | NY | 10115 | N/A | PC | SPONSORSHIP OF CONFERENCE FOR BLACK LIVES MATTER | $10,000 |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | |||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PAWSITIVE PERSPECTIVES ASSISTANCE DOGS | |||||||
| 9877 234TH STREET E | LAKEVILLE | MN | 55044 | N/A | PC | GENERAL OPERATING SUPPORT | $97,000 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | N/A | PC | RESTORATION WORK ON REDWOODS | $7,500 |
| PETS IN NEED | |||||||
| 8715 5TH AVE | REDWOOD CITY | CA | 94063 | N/A | PC | PET CARE ASSISTANCE PROGRAM, SEARCH AD PILOT PROGRAM | $32,500 |
| PUENTE DE LA COSTA SUR | |||||||
| PO BOX 554 | PESCADERO | CA | 94060 | N/A | PC | FIRE RELIEF FUND | $2,500 |
| SALT RIVER WILD HORSE MANAGEMENT GROUP | |||||||
| 4610 N 69TH ST 477 | SCOTTSDALE | AZ | 85251 | N/A | PC | EMERGENCY HAY | $7,500 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | ESTABLISH THE LILO LEEDS COMPASSIONATE SCHOLAR FUND | $240,000 |
| TEMPLE BETH-EL GREAT NECK | |||||||
| 5 OLD MILL ROAD | GREAT NECK | NY | 11023 | N/A | PC | MATCHING GRANT FOR THE INTERFAITH PANTRY | $10,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 6 BEACON STREET SUITE 615 | BOSTON | MA | 02108 | N/A | PC | GENERAL OPERATING SUPPORT FOR TPLS WORK IN MA | $2,500 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PC | THE PHD SCHOLARSHIP FOR LEEDS SCHOOL OF BUSINESS STUDENT | $5,000 |
| VEGAN OUTREACH | |||||||
| PO BOX 1916 | DAVIS | CA | 95617 | N/A | PC | VEGAN FOOD AID PROJECT | $1,407,398 |
| WILDCARE | |||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | N/A | PC | BACK-UP EMERGENCY GENERATOR, PLANT-BASED FOOD FOR VIRTUAL EVENT | $6,527 |
| WOMEN'S DONOR NETWORK | |||||||
| 565 COMMERCIAL STREET SUITE 300 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WOOD RIVER BICYCLE COALITION | |||||||
| PO BOX 756 | HAILEY | ID | 83333 | N/A | PC | TRAIL WORK FOR ADA COMPLIANCE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,064,925 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20466 | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ESTABLISH THE LILO LEEDS COMPASSIONATE SCHOLAR FUND | GrantOrContributionPurposeTxt |
| Amt | $960,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $960,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,273 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,651 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,078,261 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUNDS | Desc |
| Related Or Exempt Function Incm | $6,006 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,241,185 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,006 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,247,191 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | TAX REFUNDS | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $45,487 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,487 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC 2.85% 02/23/2023 | $262,533 | $262,533 |
| VISA INC GREEN BONDS .75% 08/15/2027 | $99,714 | $99,714 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS INC | $670,161 | $670,161 |
| ALPHABET INC CLASS A | $587,134 | $587,134 |
| AMERICAN TOWER CORP | $574,618 | $574,618 |
| APPLE INC | $1,090,712 | $1,090,712 |
| FIRST REPUBLIC BANK/CA | $238,027 | $238,027 |
| FISERV INC | $551,652 | $551,652 |
| HOME DEPOT INC | $676,003 | $676,003 |
| IDEXX LABS | $879,771 | $879,771 |
| INTUIT | $660,939 | $660,939 |
| MASTERCARD INC | $1,399,202 | $1,399,202 |
| MICROSOFT CORP | $691,726 | $691,726 |
| NIKE INC CLASS B | $796,476 | $796,476 |
| PAYCOM SOFTWARE INC | $784,654 | $784,654 |
| PAYPAL HOLDINGS INC | $517,582 | $517,582 |
| SALESFORCE.COM | $603,056 | $603,056 |
| STARBUCKS CORP | $571,808 | $571,808 |
| TJX COMPANIES INC | $552,808 | $552,808 |
| TRADE DESK INC | $584,730 | $584,730 |
| WEX INC | $337,860 | $337,860 |
| CANADIAN NATIONAL RAILWAY | $436,105 | $436,105 |
| HDFC BANK LTD-ADR | $311,079 | $311,079 |
| NOVOZYMES A/S SHS B | $267,145 | $267,145 |
| NXP SEMICONDUCTORS | $410,246 | $410,246 |
| TOMRA SYSTEMS | $328,724 | $328,724 |
| SERVICENOW INC | $272,463 | $272,463 |
| TREX COMPANY INC | $123,068 | $123,068 |
| BEYOND MEAT | $79,375 | $79,375 |
| COSTCO WHOLESALE CORP NEW | $269,398 | $269,398 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $999,610 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $999,610 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NOTES TO COMMUNITY DEVELOPMENT LOAN FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $600,000 | BookValueAmt |
| EOYFMV | $600,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $13,720 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,720 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $364 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $260 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,052 | $0 | $1,052 |
| BANK CHARGES | $804 | $0 | $804 |
| INSURANCE | $7,612 | $0 | $7,612 |
| MARKETING | $568 | $0 | $568 |
| SOFTWARE | $198 | $0 | $198 |
| CA 199 FILING FEES | $10 | $0 | $10 |
| CA RRF-1 ANNUAL REGISTRATION RENEWAL FEE | $150 | $0 | $150 |
| OTHER EXPENSES | $8,308 | $0 | $8,308 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUNDS | Desc |
| Revenue And Expenses Per Books | $6,006 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $6,006 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON INVESTMENTS | Desc |
| Amt | $2,753,980 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $3,972 | $0 | $3,972 |
| INVESTMENT MANAGEMENT FEES | $92,398 | $92,398 | $0 |
| MARKETING EXPENSES | $5,645 | $0 | $5,645 |
| OTHER PROFESSIONAL FEES | $15,588 | $0 | $15,588 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,963 | $3,963 | $0 |
| FEDERAL EXCISE TAXES | $45,252 | $0 | $0 |
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