GIANT STEPS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GIANT STEPS FOUNDATION (EIN 52-2069841)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-04-06
- IRS object ID
- 201810969349100216
- Schema version
- 2016v3.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-06T09:32:52-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | 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) |
|---|---|---|
| In Care Of | % LORING WOLCOTT & COOLIDGE | InCareOfNm |
| Business Name Control | GIAN | BusinessNameControlTxt |
| Phone | 6504833553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o MAZARS USA LLP 135 W 50TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER R LEEDS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123756674 | PhoneNum |
| Signature | 2018-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK C PELTZ | PreparerPersonNm |
| PTIN | P00631557 | PTIN |
| Phone | 2128127000 | PhoneNum |
| Preparation | 2018-02-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.198.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13976320180965000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-04-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D1128DEF658829324651BB37A7DE492606524AC6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1F6591A67FBA168A1E41467C8272342723EFBACD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,748,793 | 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 | $843,310 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,234 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,234 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $173,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $563,399 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,248,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $563,399 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,588,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $744,779 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $115,310 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $115,310 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,033 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,033 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,661 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,661 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,856 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,428 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,428 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,180 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,436 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,653 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $19,800 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $19,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,289 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,289 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $22,194 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $261,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $207,368 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $713,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $713,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $974,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $920,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $613,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $691,735 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $15,000 | CashEOYAmt |
| Cash EOYFMV | $15,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,298,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,895 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,685 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,685 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $299,327 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,791,209 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,791,209 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,251,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,095,397 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,095,397 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $750,987 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $752,313 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $752,313 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $800,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,036,294 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,036,294 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,401,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,750,793 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,748,793 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,320 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,337 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,320 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,337 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,396,741 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,724,456 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,396,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,724,456 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,401,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,750,793 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,396,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $613,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,714,538 | OtherIncreasesAmt |
| Subtotal | $15,724,456 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,724,456 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 232 SHS ADIENT PLC | P | 2016-10-31 | 2017-02-08 | $13,945 | $10,809 | $3,136 | $3,136 |
| US TREASURY BILLS | P | 2016-04-27 | 2017-04-27 | $99,415 | $99,415 | ||
| 286 SHS VIRGIN AMERICA | P | 2014-11-14 | 2016-12-15 | $16,302 | $6,578 | $9,724 | $9,724 |
| 170 SHS APPLE INC | P | 2008-01-14 | 2017-02-08 | $22,368 | $4,335 | $18,033 | $18,033 |
| 780 SHS IDEXX LABS | P | 2008-06-10 | 2017-02-08 | $110,397 | $19,550 | $90,847 | $90,847 |
| 600 SHS IDEXX LABS | P | 2012-10-12 | 2017-02-08 | $84,921 | $28,987 | $55,934 | $55,934 |
| 1430 SHS CISCO SYSTEMS | P | 2005-04-15 | 2017-06-23 | $45,547 | $25,064 | $20,483 | $20,483 |
| 425 SHS PANERA BREAD CO | P | 2011-06-08 | 2017-07-18 | $133,875 | $50,063 | $83,812 | $83,812 |
| 190 SHS PANERA BREAD CO | P | 2011-08-09 | 2017-07-18 | $59,850 | $18,951 | $40,899 | $40,899 |
| 100 SHS PANERA BREAD CO | P | 2013-07-24 | 2017-07-18 | $31,500 | $16,911 | $14,589 | $14,589 |
| 20 SHS PANERA BREAD CO | P | 2013-07-26 | 2017-07-18 | $6,300 | $3,374 | $2,926 | $2,926 |
| 300 SHS PANERA BREAD CO | P | 2013-09-19 | 2017-07-18 | $94,500 | $51,222 | $43,278 | $43,278 |
| 400 SHS APPLE INC | P | 2008-01-14 | 2017-07-31 | $59,482 | $10,199 | $49,283 | $49,283 |
| 155 SHS APPLE INC | P | 2008-01-24 | 2017-07-31 | $23,049 | $3,106 | $19,943 | $19,943 |
| 415 SHS CISCO SYSTEMS | P | 2003-03-19 | 2017-08-01 | $13,081 | $5,926 | $7,155 | $7,155 |
| 1400 SHS CISCO SYSTEMS | P | 2005-04-15 | 2017-08-01 | $44,130 | $24,539 | $19,591 | $19,591 |
| 3800 SHS WHOLE FOODS MARKET | P | 2009-12-10 | 2017-08-28 | $159,600 | $49,970 | $109,630 | $109,630 |
| 655 SHS WHOLE FOODS MARKET | P | 2014-06-11 | 2017-08-28 | $27,510 | $27,154 | $356 | $356 |
| US TREASURY NOTES .75% 103117 | P | 2016-04-27 | 2017-10-31 | $100,000 | $99,977 | $23 | $23 |
| 525 SHS UNITED NATURAL FOODS | P | 2012-08-09 | 2017-11-29 | $24,046 | $28,371 | -$4,325 | -$4,325 |
| 530 SHS UNITED NATURAL FOODS | P | 2012-09-11 | 2017-11-29 | $24,275 | $29,696 | -$5,421 | -$5,421 |
| 1105 SHS UNITED NATURAL FOODS | P | 2015-06-16 | 2017-11-29 | $50,611 | $67,107 | -$16,496 | -$16,496 |
| 90 SHS UNITED NATURAL FOODS | P | 2015-08-14 | 2017-11-29 | $4,122 | $4,217 | -$95 | -$95 |
| VESTAS WIND SYSTEMS | P | 2017-10-23 | $94 | $0 | $94 | $94 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $563,399 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $907,088 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,263,228 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068391 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $579,655 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,498,107 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042943 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $505,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,149,806 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041641 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $321,319 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,961,387 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029314 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $307,190 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,735,610 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031553 | DistributionYr5Rt |
| Total Distribution | 0.213842 | TotalDistributionRt |
| Average Distribution | 0.042768 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,860,845 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $635,569 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,917 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $642,486 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $920,843 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,917 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,917 | SubtotalAmt |
| Tax Based On Investment Income | $6,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,515 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,515 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,402 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GIANTSTEPS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER LEEDS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o MAZARS USA LLP | AddressLine1Txt |
| Address Line2 | 135 WEST 50TH STREET | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/DIR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.5 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,082,285 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,867 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,087,152 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,087,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $226,307 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,860,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $743,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $743,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,917 | TotalTaxAmt |
| Distributable Before Adj | $736,125 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $736,125 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $736,125 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $920,843 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $920,843 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,917 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $913,926 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $736,125 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $254,733 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $254,733 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $920,843 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $736,125 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $184,718 | RemainingDistriFromCorpusAmt |
| Total Corpus | $439,451 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $439,451 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $254,733 | ExcessFromYear1Amt |
| Excess From Current Year | $184,718 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93006 | N/A | PC | RECRUITING & TRAINING DOGS | $15,000 | |
| AGITARTE | ||||||||
| 678 MASSACHUSETTS AVENUE SUITE 504 | CAMBRIDGE | MA | 02139 | N/A | PC | HURRICANE RELIEF MATCHING GRANT | $10,000 | |
| TRIPS FOR KIDS | ||||||||
| 610 4TH STREET | SAN RAFAEL | CA | 94901 | N/A | PC | mountain bike rides EARN A BIKE JOB TRAINING AND MOBILE BIKE WORKSHOPS | $10,000 | |
| INTO THE LIGHT HORSE RESCUE & SANCTUARY | ||||||||
| 1014 WOODSIDE ROAD 6 | REDWOOD CITY | CA | 94061 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | n/a | PC | HORSE HAVEN BUILD ART & HORSE REHABILITATION AND CARE | $75,000 | |
| VEGAN OUTREACH | ||||||||
| PO BOX 1916 | DAVIS | CA | 95617 | n/a | PC | 1-5 AND 99 OUTREACH & PARTNERSHIP WITH CONGRESSIONAL VEG STAFF ASSOC | $96,294 | |
| FIXNATION | ||||||||
| 7680 CLYBOURN AVENUE | LOS ANGELES | CA | 91352 | n/a | PC | SPAY/NEUTER HOMELESS/FERAL CATS | $20,000 | |
| WILDCARE | ||||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | N/A | PC | TERWILLIGER NATURE EDUCATION PROGRAM | $10,000 | |
| PAWSITIVE PERSPECTIVES ASSISTANCE DOGS INC | ||||||||
| 9877 234TH STREET EAST | LAKEVILLE | MN | 550448299 | N/A | PC | ADEPT PROGRAM, CLASSROOM & GENERAL SUPPORT | $114,600 | |
| A FOUNDATION BUILDING STRENGTH | ||||||||
| 3825 EL CAMINO REAL | PALO ALTO | CA | 94306 | N/A | PC | FUNDING RESEARCH FOR NEMALINE MYOPATHY | $50,000 | |
| DREAMCATCHER WILD HORSE AND BURRO SANCTUARY | ||||||||
| PO BOX 9 | RAVENDALE | CA | 96123 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LEAST RESISTANCE TRAINING CONCEPTS INC | ||||||||
| 11345 SILVER LANE | STAGECOACH | NV | 89429 | N/A | PC | CHILLY PEPPER MIRACLE MUSTANG AND GENERAL SUPPORT | $6,060 | |
| SCHOTT FOUNDATION FOR PUBLIC EDUCATION | ||||||||
| 678 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| THE NONHUMAN RIGHTS PROJECT | ||||||||
| 5195 NW 112TH TERRACE | CORAL SPRINGS | FL | 33076 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | ELEPHANT CRISIS FUND | $50,000 | |
| GIRL VENTURES | ||||||||
| THE WOMENS BUILDING | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | 3543 18TH STREET 18 |
| WILD HORSES IN NEED | ||||||||
| PO BOX 208 | OJAI | CA | 930240208 | N/A | PC | WILD HORSE RESCUE | $24,150 | |
| WOMEN DONORS NETWORK | ||||||||
| 565 COMMERCIAL STREET | SAN FRANCISCO | CA | 94111 | N/A | PC | DEVELOPMENT OF ISSUES OF PROGRESSIVE PHILANTHROPY | $5,000 | |
| AMERICAN WILD HORSE CAMPAIGN | ||||||||
| PO BOX 1733 | DAVIS | CA | 95617 | N/A | PC | WILD HORSE RESCUE | $100,060 | |
| PETS IN NEED | ||||||||
| 871 5TH AVENUE | REDWOOD CITY | CA | 94063 | N/A | PC | GENERAL OPERATING SUPPORT | $750 | |
| WILDLIFE ASSOCIATES | ||||||||
| PO BOX 3098 | HALF MOON BAY | CA | 94019 | N/A | PC | YOUTH AT-RISK | $10,000 | |
| BIG SUR LAND TRUST | ||||||||
| 509 HARTNELL STREET | MONTEREY | CA | 93940 | N/A | PC | ENVIRONMENTAL EDUCATION AND YOUTH LEADERSHIP | $10,000 | |
| VIEQUES HUMANE SOCIETY AND ANIMAL RESCUE | ||||||||
| PUERTO DIABLO PO BOX 1399 | VIEQUES | PR | 00765 | N/A | PC | HURRICANE ANIMAL RESCUE EFFORTS | $5,000 | |
| AUSTIN PETS ALIVE | ||||||||
| PO BOX 6247 | AUSTIN | TX | 78762 | N/A | PC | HURRICANE ANIMAL RESCUE EFFORTS | $5,000 | |
| SUNRISE HORSE RESCUE | ||||||||
| PO BOX 143 | ST HELENA | CA | 94574 | N/A | PC | HAY TARP & GENERAL OPERATING SUPPORT FOR FIRE RELIEF | $1,500 | |
| ST HUBERTS ANIMAL WELFARE CENTER | ||||||||
| PO BOX 159 | MADISON | NJ | 07940 | N/A | PC | HURRICANE RESCUE EFFORTS | $5,000 | 575 WOODLAND AVENUE |
| SNOW LEOPARD TRUST | ||||||||
| 4649 SUNNYSIDE AVENUE N 325 | SEATTLE | WA | 98103 | N/A | PC | GENERAL OPERATING SUPPORT | $61 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $713,475 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,234 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,146 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $563,399 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $744,779 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $744,779 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JENNIFER R LEEDS | ||||||
| 1 | c/o LWC 230 CONGRESS STREET | BOSTON | MA | 02110 | $222,898 | Yes (X) |
| GERARD G LEEDS LIFETIME TRUST | ||||||
| 2 | 2611 MERRICK ROAD PO BOX 427 | BELLMORE | NY | 11710 | $420,000 | Yes (X) |
| ESTATE OF LISELOTTE J LEEDS - IRA | ||||||
| 3 | C/O NATL FINCL SVCS PO BOX 67300 | DALLAS | TX | 752673000 | $200,412 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LORING, WOLCOTT & COOLIDGE | BondNm |
| EOY Book Value | $752,313 | EOYBookValueAmt |
| EOYFMV | $752,313 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LORING, WOLCOTT & COOLIDGE | StockNm |
| EOY Book Value | $12,095,397 | EOYBookValueAmt |
| EOYFMV | $12,095,397 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,791,209 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,791,209 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | FMV | $625,000 | $625,000 |
| DOMINI INTL SOCIAL EQUITY | FMV | $311,294 | $311,294 |
| NOTES & MORTGAGES | FMV | $100,000 | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| COMPUTER SOFTWARE & MAINT | $480 | $480 |
| CONSULTING FEES | $205 | $205 |
| FILING FEES | $995 | $995 |
| INSURANCE | $6,078 | $6,078 |
| OFFICE SUPPLIES | $600 | $600 |
| OTHER EXPENSES | $130 | $105 |
| PAYROLL ADMINISTRATION COSTS | $12,085 | $12,085 |
| TELEPHONE & COMMUNICATIONS | $668 | $668 |
| WEBSITE DEVELOPMENT EXPENSE | $978 | $978 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $1,714,538 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $26,337 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $44,180 | Amt |
| Net Investment Income | $44,180 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,000 | ||
| FOREIGN TAX WITHHELD | $3,436 | $3,436 | |
| PAYROLL TAXES | $9,653 | $9,653 |
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