GIANT STEPS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GIANT STEPS FOUNDATION (EIN 52-2069841)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-03-23
- IRS object ID
- 201500829349100005
- Schema version
- 2013v4.0
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-23T16:46:54-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISERMAZARS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LORING WOLCOTT & COOLIDGE | InCareOfNm |
| Business Name Control | GIAN | BusinessNameControlTxt |
| Phone | 6175236531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o WEISERMAZARS LLP | AddressLine1 |
| Address Line2 | 135 WEST 50TH STREET Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY J SUNDHEIM | PersonNm |
| Person Title | TREAS | PersonTitleTxt |
| Phone | 6175236531 | PhoneNum |
| Signature | 2015-02-26 | 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 | 6175236531 | PhoneNum |
| Preparation | 2015-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | $13,022,925 | 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 | $45,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $235 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $235 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,186 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,755,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,511 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $298,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $253,932 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,224 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,224 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,358 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,358 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,633 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,516 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10,923 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,923 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,339 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $136 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $138,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $433,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $433,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $572,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $505,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$273,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,922 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,809,645 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,084,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,084,451 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $250,030 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,110,835 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,128,586 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,128,586 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $250,105 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $814,437 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $809,888 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $809,888 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,235,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,022,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,022,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,235,052 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,022,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,235,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,022,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,235,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,022,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,235,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$273,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,060,998 | OtherIncreasesAmt |
| Subtotal | $13,022,925 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,022,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 525 SHS INTERNATIONAL BUS MACH | P | 2009-10-08 | 2014-01-29 | $92,760 | $64,329 | $28,431 | $28,431 |
| 60 SHS INTERNATIONAL BUS MACH | P | 2012-08-09 | 2014-01-29 | $10,601 | $11,897 | -$1,296 | -$1,296 |
| WORLDCOM INC | P | $4 | $0 | $4 | $4 | ||
| 1320 SHS FRESH MARKET INC | P | 2012-09-27 | 2014-06-06 | $44,231 | $77,231 | -$33,000 | -$33,000 |
| 525 SHS FRESH MARKET INC | P | 2012-10-12 | 2014-06-06 | $17,592 | $29,728 | -$12,136 | -$12,136 |
| 185 SHS FRESH MARKET INC | P | 2013-03-06 | 2014-06-06 | $6,199 | $6,882 | -$683 | -$683 |
| 760 SHS FRESH MARKET INC | P | 2013-03-06 | 2014-06-09 | $25,391 | $28,270 | -$2,879 | -$2,879 |
| 925 SHS ITRON INC | P | 2009-07-16 | 2014-06-09 | $37,517 | $50,916 | -$13,399 | -$13,399 |
| 300 SHS ITRON INC | P | 2010-05-07 | 2014-06-09 | $12,168 | $21,796 | -$9,628 | -$9,628 |
| 550 SHS ITRON INC | P | 2010-12-10 | 2014-06-09 | $22,308 | $30,666 | -$8,358 | -$8,358 |
| 175 SHS LINEAR TECHNOLOGY CORP | P | 2000-12-06 | 2014-06-11 | $8,239 | $9,187 | -$948 | -$948 |
| 1000 SHS LINEAR TECHNOLOGY CORP | P | 2000-12-29 | 2014-06-11 | $47,081 | $49,872 | -$2,791 | -$2,791 |
| 1000 SHS LINEAR TECHNOLOGY COR | P | 2001-01-04 | 2014-06-11 | $47,081 | $51,497 | -$4,416 | -$4,416 |
| 1000 SHS LINEAR TECHNOLOGY COR | P | 2001-03-26 | 2014-06-11 | $47,081 | $46,810 | $271 | $271 |
| 2450 SHS ABB LTD | P | 2008-06-10 | 2014-07-23 | $58,211 | $75,191 | -$16,980 | -$16,980 |
| 2050 SHS ABB LTD | P | 2008-10-17 | 2014-07-23 | $48,707 | $30,900 | $17,807 | $17,807 |
| 2300 SHS ABB LTD | P | 2008-12-17 | 2014-07-23 | $54,647 | $34,983 | $19,664 | $19,664 |
| CARDINAL HEALTH INC | P | $3 | $3 | $3 | |||
| 1130 SHS WATERFURNACE RENEWABL | P | 2010-05-07 | 2014-08-29 | $31,808 | $29,919 | $1,889 | $1,889 |
| 1070 SHS WATERFURNACE RENEWABL | P | 2010-05-10 | 2014-08-29 | $30,119 | $29,392 | $727 | $727 |
| 400 SHS WATERFURNACE RENEWABLE | P | 2010-08-18 | 2014-08-29 | $11,259 | $9,983 | $1,276 | $1,276 |
| FEDERAL HOME LOAN BANK .125% | P | 2013-02-11 | 2014-02-07 | $250,000 | $249,896 | $104 | $104 |
| SELF-HELP CREDIT UNION CD .55% | P | 2013-03-29 | 2014-03-29 | $150,000 | $150,000 | ||
| 655 SHS APPLE INC | P | 2008-01-14 | 2014-09-08 | $64,292 | $16,701 | $47,591 | $47,591 |
| 490 SHS ANNIES INC | P | 2014-07-17 | 2014-10-27 | $22,540 | $15,455 | $7,085 | $7,085 |
| 250 SHS ANNIES INC | P | 2014-08-08 | 2014-10-27 | $11,500 | $7,312 | $4,188 | $4,188 |
| 1710 SHS ANNIES INC | P | 2012-09-27 | 2014-10-27 | $78,660 | $78,389 | $271 | $271 |
| 675 SHS ANNIES INC | P | 2012-10-12 | 2014-10-27 | $31,050 | $30,407 | $643 | $643 |
| HOPE COMMUNITY CU CD 1.7% | P | 2011-10-27 | 2014-10-25 | $100,000 | $100,000 | ||
| 415 SHS CANADIAN NATL RAILWAY | P | 2007-01-16 | 2014-11-05 | $28,666 | $9,356 | $19,310 | $19,310 |
| 1125 SHS PAYCHEX INC | P | 1999-08-06 | 2014-11-12 | $53,391 | $20,300 | $33,091 | $33,091 |
| 1215 SHS PAYCHEX INC | P | 1999-09-10 | 2014-11-12 | $57,663 | $24,729 | $32,934 | $32,934 |
| SUNPOWER CORP CL A - CLASS ACTION SETTLEMENT | P | 2014-11-17 | $515 | $515 | $515 | ||
| .333 SHS CDK GLOBAL INC | P | 2012-05-04 | 2014-10-06 | $10 | $7 | $3 | $3 |
| AMAZON.COM .65% DUE 11/27/2015 | P | 2013-02-11 | 2013-12-11 | $249,875 | $249,930 | -$55 | -$55 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,511 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $321,319 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,961,387 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029314 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $307,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,735,610 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031553 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $270,417 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,138,633 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029591 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $671,649 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,466,558 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07933 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $681,766 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,712,505 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088397 | DistributionYr5Rt |
| Total Distribution | 0.258185 | TotalDistributionRt |
| Average Distribution | 0.051637 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,149,806 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $627,380 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $629,529 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $505,930 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,298 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,298 | SubtotalAmt |
| Tax Based On Investment Income | $4,298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,502 | OverpaymentAmt |
| Applied To ES Tax | $12,502 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER LEEDS | ||||||||
| c/o WEISERMAZARS LLP | NEW YORK | NY | 10020 | PRES/DIR | 0.5 | $0 | $0 | $0 |
| JEFFREY J SUNDHEIM | ||||||||
| C/O THE CHANNEL GROUP | JERICHO | NY | 11753 | TREAS/DIR | 0.1 | $0 | $0 | $0 |
| LILO J LEEDS | ||||||||
| 80 CUTTER MILL ROAD | GREAT NECK | NY | 10021 | DIRECTOR | 0.1 | $0 | $0 | $0 |
| RICHARD L BRAUNSTEIN | ||||||||
| c/o WEISERMAZARS LLP | NEW YORK | NY | 10020 | SECRETARY | 0.05 | $0 | $0 | $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 | $12,334,383 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $445 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,334,828 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,334,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,149,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $607,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $607,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,298 | TotalTaxAmt |
| Distributable Before Adj | $603,192 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $603,192 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $603,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $505,930 | 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 | $505,930 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $505,930 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $603,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $193,116 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $193,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $505,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $505,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $97,262 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $97,262 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $95,854 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $95,854 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $95,854 | ExcessFromYear4Amt |
| 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||
| 501 E OJAI AVENUE | OJAI | CA | 93023 | N/A | PC | 5 NEW SEARCH TEAMS | $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; ANNUAL EVENT A HOME FOR THE HOLIDAYS | $13,000 | |
| TRIPS FOR KIDS MARIN | ||||||||
| 138 SUNNYSIDE AVENUE | MILL VALLEY | CA | 94941 | N/A | PC | mountain bike rides and recyclery earn a bike/job training programs | $10,000 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| EISENHOWER PARK | EAST MEADOW | NY | 11554 | N/A | PC | 2014 ANNUAL SALUTE | $15,000 | 1899 HEMPSTEAD TURNPIKE SUITE 400 |
| PET RESCUE OF UNWANTED DOGS (PROUD) | ||||||||
| 13570S ACADEMY AVENUE | KINGSBURG | CA | 93631 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | n/a | PC | NO KILL LOS ANGELES INITIATIVE | $5,000 | |
| CLIMATE RIDE | ||||||||
| 114 W PINE STREET | MISSOULA | MT | 59802 | n/a | PC | SPONSOR VEGGIE/VEGAN TOPIC | $10,000 | |
| FIXNATION | ||||||||
| 7680 CLYBOURN AVENUE | LOS ANGELES | CA | 91352 | n/a | PC | SPAY/NEUTER HOMELESS/FERAL CATS IN LA | $8,000 | |
| GIRLVENTURES | ||||||||
| THE WOMENS BUILDING | SAN FRANCISCO | CA | 94110 | N/A | PC | ADOLESCENT GIRLS EMPOWERMENT PROGRAMS | $5,000 | 3543 18TH STREET 18 |
| PAWSITIVE PERSPECTIVES ASSISTANCE DOGS INC | ||||||||
| 8239 150TH STREET WEST | SAVAGE | MN | 55378 | N/A | PC | GENERAL SUPPORT/FALL 2013 MATCHING GRANT & SPRING 2014 MATCHING GRANT | $95,000 | |
| BERKELEY EAST BAY HUMANE SOCIETY | ||||||||
| 2700 NINTH STREET | BERKELEY | CA | 94710 | N/A | PC | DOG FOSTER PROGRAM CHALLENGE GRANT | $25,000 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| PO BOX 20027 | EL SOBRANTE | CA | 94820 | N/A | PC | 60TH ANNIVERSARY BENEFIT | $11,000 | |
| NORTH SHORE CHILD & FAMILY GUIDANCE CENTER | ||||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 11577 | N/A | PC | REFUND OF PRIOR YEAR GRANT | -$10,000 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL ROAD SUITE 550 | VIENNA | VA | 22182 | N/A | 501(C)(3) | RELOCATING 10 CHIMPANZEES TO SANCTUARY AT TCHINDZOULOU ISLAND | $80,000 | |
| RETURN TO FREEDOM WILD HORSE SANCTUARY | ||||||||
| PO BOX 926 | LOMPOC | CA | 93438 | N/A | PC | CHALLENGE GRANT | $100,000 | |
| WILDLIFE ASSOCIATES | ||||||||
| PO BOX 3098 | HALF MOON BAY | CA | 94019 | N/A | PC | 12TH ANNUAL HARVEST PARTY | $1,000 | |
| SQUARE PEG FOUNDATION | ||||||||
| PMB 402 80 CABRILLO HIGHWAY N | HALF MOON BAY | CA | 94019 | N/A | PC | CHALLENGE GRANT | $15,000 | |
| HARMONY FUND | ||||||||
| 800 MAIN STREET SUITE 217 | HOLDEN | MA | 01520 | N/A | PC | UKRAINE AID | $5,000 | |
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | CELEBRATION OF JANE GOODALL'S 80TH BIRTHDAY | $8,080 | |
| FRIENDS OF CANINES ANIMAL RESCUE | ||||||||
| PO BOX 563 | TRACY | CA | 95376 | N/A | PC | GENERAL SUPPORT | $250 | |
| FROM THE HEART PRODUCTIONS INC | ||||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 93035 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| MARIN HUMANE SOCIETY | ||||||||
| 171 BEL MARIN KEYS BOULEVARD | NOVATO | CA | 94949 | N/A | PC | PENPALS PROGRAM | $10,000 | |
| PET PARTNERS | ||||||||
| 875 124TH AVENUE NE 101 | BELLEVUE | WA | 98005 | N/A | PC | PRACTICUMS TO PRODUCE REGISTERED EVALUATORS | $5,000 | |
| TRANSPARENT FISH FUND | ||||||||
| 445 SOUTH SAN ANTONIO ROAD SUITE 2 | LOS ALTOS | CA | 94022 | N/A | PC | CHARITABLE | $250 | |
| KANES KRUSADE INC | ||||||||
| PO BOX 1085 | EAST LONGMEADOW | MA | 01028 | N/A | PC | MATCHING GRANT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $433,580 | 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 | $235 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,186 | 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 | $113,511 | 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 | $253,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $253,932 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LISELOTTE GERARD LEEDS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CUTTERMILL ROAD | AddressLine1 |
| City | GREAT NECK | City |
| State | NY | State |
| ZIP Code | 11021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $45,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LORING, WOLCOTT & COOLIDGE | StockNm |
| EOY Book Value | $10,128,586 | EOYBookValueAmt |
| EOYFMV | $10,128,586 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
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 | $259,888 | $259,888 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $75 | $75 | |
| FILING FEES | $718 | $718 | |
| INSURANCE | $3,748 | $3,748 | |
| OTHER EXPENSES | $2,662 | $2,662 | |
| OTHER INVESTMENT FEES | $136 | $136 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON MARKETABLE SECURITIES | Description |
| Amount | $1,060,998 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $36,358 | $36,358 | |
| OPERATING MANAGEMENT FEES | $50,000 | $50,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $27,117 | |
| FOREIGN TAX WITHHELD | $2,516 | $2,516 |
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