GIANT STEPS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GIANT STEPS FOUNDATION (EIN 52-2069841)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-04-13
- IRS object ID
- 201741039349100209
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-13T10:54:44-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | 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 | 2015-12-01 | 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 | 2017-04-01 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $13,400,961 | 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 | $300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,756 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,756 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $424,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,918,843 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $424,092 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $587,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $587,021 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $108,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $108,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,640 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,640 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,291 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,146 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,145 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,182 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,361 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,815 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,873 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $16,873 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,063 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,063 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $27,639 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $236,664 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $189,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $722,516 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $722,516 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $959,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $912,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$371,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $540,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,834,376 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,298,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,298,856 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $299,327 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $299,327 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,642,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,251,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,251,304 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $500,335 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $750,987 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $750,987 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $808,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $800,487 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $800,487 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,692 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,786,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,401,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,400,961 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,320 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,320 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,786,809 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,396,741 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,786,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,396,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,786,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,401,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,786,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$371,859 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,414,950 | SubtotalAmt |
| Other Decreases | $18,209 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,396,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .425 SHS JOHNSON CONTROLS INTERNATIONAL | P | 2016-09-07 | 2016-09-13 | $19 | $20 | -$1 | -$1 |
| SELF HELP CREDIT UNION (DURHAM NC) CD .75% | P | 2014-04-02 | 2016-03-16 | $150,000 | $150,000 | ||
| 390 SHS FISERV INC | P | 2010-04-15 | 2016-04-19 | $39,206 | $10,446 | $28,760 | $28,760 |
| 245 SHS INTUIT | P | 2013-04-25 | 2016-04-19 | $25,334 | $13,666 | $11,668 | $11,668 |
| 1835 SHS STARBUCKS CORP | P | 2000-09-11 | 2016-04-19 | $111,329 | $8,412 | $102,917 | $102,917 |
| 1150 SHS AIR PRODUCTS & CHEMICALS INC | P | 2006-09-19 | 2016-04-19 | $170,823 | $76,378 | $94,445 | $94,445 |
| 1280 SHS CREE INC | P | 2010-09-16 | 2016-04-22 | $31,577 | $66,512 | -$34,935 | -$34,935 |
| 1300 SHS CREE INC | P | 2010-10-20 | 2016-04-22 | $32,071 | $65,348 | -$33,277 | -$33,277 |
| 375 SHS CREE INC | P | 2011-03-10 | 2016-04-22 | $9,251 | $17,564 | -$8,313 | -$8,313 |
| 2955 SHS CREE INC | P | 2011-11-21 | 2016-04-22 | $72,899 | $76,282 | -$3,383 | -$3,383 |
| 2200 SHS QUALCOMM INC | P | 1999-10-18 | 2016-05-24 | $120,909 | $52,647 | $68,262 | $68,262 |
| 1750 SHS QUALCOMM INC | P | 2000-06-15 | 2016-05-24 | $96,178 | $53,484 | $42,694 | $42,694 |
| 800 SHS QUALCOMM INC | P | 2001-05-15 | 2016-05-24 | $43,967 | $23,932 | $20,035 | $20,035 |
| 225 SHS QUALCOMM INC | P | 2014-01-29 | 2016-05-24 | $12,366 | $16,095 | -$3,729 | -$3,729 |
| 980 SHS DISCOVERY COMMUNICATIONS-A | P | 2013-07-26 | 2016-06-23 | $25,834 | $42,116 | -$16,282 | -$16,282 |
| 80 SHS DISCOVERY COMMUNICATIONS-A | P | 2013-07-31 | 2016-06-23 | $2,109 | $3,241 | -$1,132 | -$1,132 |
| 1110 SHS DISCOVERY COMMUNICATIONS-A | P | 2013-11-13 | 2016-06-23 | $29,262 | $47,632 | -$18,370 | -$18,370 |
| 875 SHS DISCOVERY COMMUNICATIONS-A | P | 2014-01-29 | 2016-06-23 | $23,067 | $34,560 | -$11,493 | -$11,493 |
| 510 SHS DISCOVERY COMMUNICATIONS-A | P | 2014-06-13 | 2016-06-23 | $13,444 | $20,041 | -$6,597 | -$6,597 |
| 4485 SHS DISCOVERY COMMUNICATIONS-A | P | 2014-11-06 | 2016-06-23 | $118,232 | $148,384 | -$30,152 | -$30,152 |
| 2785 SHS JOHNSON CONTROLS INC | P | 2014-07-31 | 2016-09-07 | $127,929 | $132,399 | -$4,470 | -$4,470 |
| 2225 SHS ARM HOLDINGS PLC | P | 2014-10-10 | 2016-09-22 | $148,189 | $91,514 | $56,675 | $56,675 |
| 1990 SHS ARM HOLDINGS PLC | P | 2015-02-13 | 2016-09-22 | $132,538 | $100,227 | $32,311 | $32,311 |
| 740 SHS ARM HOLDINGS PLC | P | 2015-08-14 | 2016-09-22 | $49,285 | $31,186 | $18,099 | $18,099 |
| 435 SHS APPLE INC | P | 2008-01-14 | 2016-10-24 | $51,025 | $11,091 | $39,934 | $39,934 |
| 440 SHS APPLE INC | P | 2008-01-14 | 2016-10-25 | $51,901 | $11,219 | $40,682 | $40,682 |
| VESTAS WIND SYSTEMS A S | P | 2016-06-23 | $548 | $0 | $548 | $548 | |
| SELF-HELP CREDIT UNION CD 1.25% DUE 10/16/18 | P | 2015-12-03 | $100,000 | $100,000 | |||
| 1075 SHS PRAXAIR INC | P | 2016-11-02 | $123,859 | $90,322 | $33,537 | $33,537 | |
| .7 SHS ADIENT PLC | 2016-11-09 | $31 | $33 | -$2 | -$2 | ||
| NORTEL NETWORKS CORP - CLASS ACTION SETTLEMENT | P | 2015-12-28 | $42 | $0 | $42 | $42 | |
| SUNPOWER CORP CL A - CLASS ACTION SETTLEMENT | P | 2016-03-14 | $10 | $0 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $424,092 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $579,655 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,498,107 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042943 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $505,930 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,149,806 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041641 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $321,319 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,961,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029314 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $307,190 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,735,610 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031553 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $270,417 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,138,633 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029591 | DistributionYr5Rt |
| Total Distribution | 0.175042 | TotalDistributionRt |
| Average Distribution | 0.035008 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,263,228 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $464,319 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,403 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $469,722 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $912,491 | 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 | $5,403 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,403 | SubtotalAmt |
| Tax Based On Investment Income | $5,403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,918 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,918 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,515 | OverpaymentAmt |
| Applied To ES Tax | $4,515 | AppliedToESTaxAmt |
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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JENNIFER LEEDS | ||||||
| c/o MAZARS USA LLP | NEW YORK | NY | 10020 | PRES/DIR | 0.5 | $0 |
| LILO J LEEDS | ||||||
| C/O MAZARS USA LLP | NEW YORK | NY | 10020 | DIRECTOR | 0.1 | $0 |
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 | $13,469,099 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$3,893 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,465,206 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,465,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $201,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,263,228 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $663,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $663,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,403 | TotalTaxAmt |
| Distributable Before Adj | $657,758 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $657,758 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $657,758 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $912,491 | 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 | $912,491 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,403 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $907,088 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $657,758 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $912,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $657,758 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $254,733 | RemainingDistriFromCorpusAmt |
| Total Corpus | $254,733 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $254,733 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $254,733 | 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 (21 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 | ||||||||
| 501 E OJAI AVENUE | OJAI | CA | 93023 | N/A | PC | RECRUITING & TRAINING DOGS | $15,000 | |
| PENINSULA HUMANE SOCIETY & SPCA | ||||||||
| 12 AIRPORT BOULEVARD | SAN MATEO | CA | 944011006 | N/A | PC | RABBIT ADOPTION WARREN IN MEMORY OF SMUDGE BUNNY LEEDS; TOP DOG SPONSORSHIP | $17,000 | |
| TRIPS FOR KIDS MARIN | ||||||||
| 138 SUNNYSIDE AVENUE | MILL VALLEY | CA | 94941 | N/A | PC | mountain bike rides EARN A BIKE JOB TRAINING AND MOBILE BIKE WORKSHOPS | $10,000 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| EISENHOWER PARK | EAST MEADOW | NY | 11554 | N/A | PC | 2016 ANNUAL SALUTE | $55,000 | 1899 HEMPSTEAD TURNPIKE SUITE 400 |
| INTO THE LIGHT HORSE RESCUE & SANCTUARY | ||||||||
| 1525 CRESPI DRIVE | SAN JOSE | CA | 95129 | N/A | PC | GENERAL SUPPORT & VET BILLS | $4,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | n/a | PC | HORSE RESCUE | $15,000 | |
| VEGAN OUTREACH | ||||||||
| PO BOX 1916 | DAVIS | CA | 95617 | n/a | PC | DIVERSITY STAFF POSITION AND INNER-CITY VEGAN FESTIVAL | $37,500 | |
| FIXNATION | ||||||||
| 7680 CLYBOURN AVENUE | LOS ANGELES | CA | 91352 | n/a | PC | SPAY/NEUTER HOMELESS/FERAL CATS IN LA | $15,000 | |
| WILDCARE | ||||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | N/A | PC | NATURE EDUCATION, WILDLIFE REHABILITATION AND COMMUNITY OUTREACH | $10,000 | |
| PAWSITIVE PERSPECTIVES ASSISTANCE DOGS INC | ||||||||
| 8239 150TH STREET WEST | SAVAGE | MN | 55378 | N/A | PC | GENERAL SUPPORT | $169,016 | |
| BERKELEY EAST BAY HUMANE SOCIETY | ||||||||
| 2700 NINTH STREET | BERKELEY | CA | 94710 | N/A | PC | LOW INCOME SPAY & NEUTER | $25,000 | |
| HUMANE SOCIETY INTERNATIONAL | ||||||||
| 1255 23RD STREET NW SUITE 455 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| LEAST RESISTANCE TRAINING CONCEPTS INC | ||||||||
| 11345 SILVER LANE | STAGECOACH | NV | 89429 | N/A | PC | CHILLY PEPPER MIRACLE MUSTANG FOR GENERAL SUPPORT & VET CARE | $7,500 | |
| SQUARE PEG FOUNDATION | ||||||||
| PMB 402 80 CABRILLO HIGHWAY N SU | HALF MOON BAY | CA | 94019 | N/A | PC | MATCHING GRANT FOR MOVEMENT METHOD TRAINING PROGRAM | $50,000 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL ROAD SUITE 550 | VIENNA | VA | 22182 | N/A | PC | BUILDING OUT TCHINDZOULOU ISLAND | $100,000 | |
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | ELEPHANT CRISIS FUND | $50,000 | |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | ||||||||
| 1350 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | PROTECTION OF SEALS CAMPAIGN | $50,000 | SUITE 1220 |
| MARIN HUMANE SOCIETY | ||||||||
| 171 BEL MARIN KEYS BOULEVARD | NOVATO | CA | 94949 | N/A | PC | PENPALS PROGRAM | $10,000 | |
| WOMEN DONORS NETWORK | ||||||||
| 565 COMMERCIAL STREET | SAN FRANCISCO | CA | 94111 | N/A | PC | DEVELOPMENT OF ISSUES OF PROGRESSIVE PHILANTHROPY | $5,000 | |
| AMERICAN WILD HORSE PRESERVATION CAMPAIGN | ||||||||
| PO BOX 1733 | DAVIS | CA | 95617 | N/A | PC | WILD HORSE RESCUE | $25,000 | |
| KANES KRUSADE INC | ||||||||
| PO BOX 1085 | EAST LONGMEADOW | MA | 01028 | N/A | PC | MATCHING GRANT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $722,516 | 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 | $3,756 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,173 | 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 | $424,092 | 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 | $587,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $587,021 | 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 |
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 | $750,987 | EOYBookValueAmt |
| EOYFMV | $750,987 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LORING, WOLCOTT & COOLIDGE | StockNm |
| EOY Book Value | $10,251,404 | EOYBookValueAmt |
| EOYFMV | $10,251,304 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $299,327 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $299,327 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | FMV | $550,000 | $550,000 |
| DOMINI INTL SOCIAL EQUITY | FMV | $250,487 | $250,487 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $1,692 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON MARKETABLE SECURITIES | Desc |
| Amt | $18,209 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EMPLOYEE BENEFITS | $4,628 | $4,628 |
| FILING FEES | $1,566 | $1,566 |
| INSURANCE | $1,710 | $1,710 |
| OFFICE SUPPLIES | $304 | $304 |
| OTHER EXPENSES | $3,852 | $3,852 |
| PAYROLL ADMINISTRATION COSTS | $10,866 | $10,866 |
| TELEPHONE & COMMUNICATIONS | $802 | $802 |
| WEBSITE DEVELOPMENT EXPENSE | $3,911 | $3,911 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $39,182 | Amt |
| Net Investment Income | $39,182 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $0 | ||
| FOREIGN TAX WITHHELD | $2,361 | $2,361 | |
| PAYROLL TAXES | $8,815 | $8,815 |
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