2015-03-23T16:46:54-05:00 2014-11-30 WEISERMAZARS LLP 135 WEST 50TH STREET NEW YORK NY 10020 990PF 2013-12-01 522069841 THE GIANT STEPS FOUNDATION % LORING WOLCOTT & COOLIDGE GIAN 6175236531 c/o WEISERMAZARS LLP 135 WEST 50TH STREET Suite NEW YORK NY 10020 JEFFREY J SUNDHEIM TREAS 6175236531 2015-02-26 true MARK C PELTZ P00631557 6175236531 2015-02-26 2013 2016-03-07 17:11:31Z X X 13022925 X 45000 235 235 140186 140186 113511 1755442 113511 298932 253932 0 4224 0 0 4224 86358 36358 50000 29633 2516 10923 10923 7339 136 7203 138477 39010 0 72350 433580 433580 572057 39010 0 505930 -273125 214922 1809645 2084451 2084451 250030 0 0 9110835 10128586 10128586 250105 0 0 814437 809888 809888 12235052 13022925 13022925 0 X 12235052 13022925 12235052 13022925 12235052 13022925 12235052 -273125 1060998 13022925 13022925 525 SHS INTERNATIONAL BUS MACH P 2009-10-08 2014-01-29 92760 64329 28431 28431 60 SHS INTERNATIONAL BUS MACH P 2012-08-09 2014-01-29 10601 11897 -1296 -1296 WORLDCOM INC P 4 0 4 4 1320 SHS FRESH MARKET INC P 2012-09-27 2014-06-06 44231 77231 -33000 -33000 525 SHS FRESH MARKET INC P 2012-10-12 2014-06-06 17592 29728 -12136 -12136 185 SHS FRESH MARKET INC P 2013-03-06 2014-06-06 6199 6882 -683 -683 760 SHS FRESH MARKET INC P 2013-03-06 2014-06-09 25391 28270 -2879 -2879 925 SHS ITRON INC P 2009-07-16 2014-06-09 37517 50916 -13399 -13399 300 SHS ITRON INC P 2010-05-07 2014-06-09 12168 21796 -9628 -9628 550 SHS ITRON INC P 2010-12-10 2014-06-09 22308 30666 -8358 -8358 175 SHS LINEAR TECHNOLOGY CORP P 2000-12-06 2014-06-11 8239 9187 -948 -948 1000 SHS LINEAR TECHNOLOGY CORP P 2000-12-29 2014-06-11 47081 49872 -2791 -2791 1000 SHS LINEAR TECHNOLOGY COR P 2001-01-04 2014-06-11 47081 51497 -4416 -4416 1000 SHS LINEAR TECHNOLOGY COR P 2001-03-26 2014-06-11 47081 46810 271 271 2450 SHS ABB LTD P 2008-06-10 2014-07-23 58211 75191 -16980 -16980 2050 SHS ABB LTD P 2008-10-17 2014-07-23 48707 30900 17807 17807 2300 SHS ABB LTD P 2008-12-17 2014-07-23 54647 34983 19664 19664 CARDINAL HEALTH INC P 3 3 3 1130 SHS WATERFURNACE RENEWABL P 2010-05-07 2014-08-29 31808 29919 1889 1889 1070 SHS WATERFURNACE RENEWABL P 2010-05-10 2014-08-29 30119 29392 727 727 400 SHS WATERFURNACE RENEWABLE P 2010-08-18 2014-08-29 11259 9983 1276 1276 FEDERAL HOME LOAN BANK .125% P 2013-02-11 2014-02-07 250000 249896 104 104 SELF-HELP CREDIT UNION CD .55% P 2013-03-29 2014-03-29 150000 150000 655 SHS APPLE INC P 2008-01-14 2014-09-08 64292 16701 47591 47591 490 SHS ANNIES INC P 2014-07-17 2014-10-27 22540 15455 7085 7085 250 SHS ANNIES INC P 2014-08-08 2014-10-27 11500 7312 4188 4188 1710 SHS ANNIES INC P 2012-09-27 2014-10-27 78660 78389 271 271 675 SHS ANNIES INC P 2012-10-12 2014-10-27 31050 30407 643 643 HOPE COMMUNITY CU CD 1.7% P 2011-10-27 2014-10-25 100000 100000 415 SHS CANADIAN NATL RAILWAY P 2007-01-16 2014-11-05 28666 9356 19310 19310 1125 SHS PAYCHEX INC P 1999-08-06 2014-11-12 53391 20300 33091 33091 1215 SHS PAYCHEX INC P 1999-09-10 2014-11-12 57663 24729 32934 32934 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 249875 249930 -55 -55 113511 false 321319 10961387 0.029314 307190 9735610 0.031553 270417 9138633 0.029591 671649 8466558 0.07933 681766 7712505 0.088397 0.258185 0.051637 12149806 627380 2149 629529 505930 4298 4298 4298 16800 16800 X 12502 12502 false false false false false false false true true CA DE true false false false false true WWW.GIANTSTEPS.ORG LORING WOLCOTT & COOLIDGE 6175236531 230 CONGRESS STREET BOSTON MA 02110 false false false false false false false false false false false false false false false false false false false false 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 NONE 12334383 445 0 12334828 0 12334828 185022 12149806 607490 607490 4298 4298 603192 603192 603192 505930 0 0 0 0 505930 505930 603192 0 2011 2010 2009 0 193116 193116 505930 0 505930 0 97262 97262 95854 0 0 0 0 95854 95854 JENNIFER LEEDS X NATIONAL DISASTER SEARCH DOG FOUNDATION 501 E OJAI AVENUE OJAI CA 93023 N/A PC 5 NEW SEARCH TEAMS 15000 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 13000 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 10000 WOMEN'S SPORTS FOUNDATION EISENHOWER PARK 1899 HEMPSTEAD TURNPIKE SUITE 400 EAST MEADOW NY 11554 N/A PC 2014 ANNUAL SALUTE 15000 PET RESCUE OF UNWANTED DOGS (PROUD) 13570S ACADEMY AVENUE KINGSBURG CA 93631 N/A PC GENERAL SUPPORT 2000 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB UT 84741 n/a PC NO KILL LOS ANGELES INITIATIVE 5000 CLIMATE RIDE 114 W PINE STREET MISSOULA MT 59802 n/a PC SPONSOR VEGGIE/VEGAN TOPIC 10000 FIXNATION 7680 CLYBOURN AVENUE LOS ANGELES CA 91352 n/a PC SPAY/NEUTER HOMELESS/FERAL CATS IN LA 8000 GIRLVENTURES THE WOMENS BUILDING 3543 18TH STREET 18 SAN FRANCISCO CA 94110 N/A PC ADOLESCENT GIRLS EMPOWERMENT PROGRAMS 5000 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 95000 BERKELEY EAST BAY HUMANE SOCIETY 2700 NINTH STREET BERKELEY CA 94710 N/A PC DOG FOSTER PROGRAM CHALLENGE GRANT 25000 HUMANE SOCIETY OF THE UNITED STATES PO BOX 20027 EL SOBRANTE CA 94820 N/A PC 60TH ANNIVERSARY BENEFIT 11000 NORTH SHORE CHILD & FAMILY GUIDANCE CENTER 480 OLD WESTBURY ROAD ROSLYN HEIGHTS NY 11577 N/A PC REFUND OF PRIOR YEAR GRANT -10000 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 80000 RETURN TO FREEDOM WILD HORSE SANCTUARY PO BOX 926 LOMPOC CA 93438 N/A PC CHALLENGE GRANT 100000 WILDLIFE ASSOCIATES PO BOX 3098 HALF MOON BAY CA 94019 N/A PC 12TH ANNUAL HARVEST PARTY 1000 SQUARE PEG FOUNDATION PMB 402 80 CABRILLO HIGHWAY N HALF MOON BAY CA 94019 N/A PC CHALLENGE GRANT 15000 HARMONY FUND 800 MAIN STREET SUITE 217 HOLDEN MA 01520 N/A PC UKRAINE AID 5000 WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 N/A PC CELEBRATION OF JANE GOODALL'S 80TH BIRTHDAY 8080 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 4000 MARIN HUMANE SOCIETY 171 BEL MARIN KEYS BOULEVARD NOVATO CA 94949 N/A PC PENPALS PROGRAM 10000 PET PARTNERS 875 124TH AVENUE NE 101 BELLEVUE WA 98005 N/A PC PRACTICUMS TO PRODUCE REGISTERED EVALUATORS 5000 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 1000 433580 14 235 14 140186 18 113511 253932 253932 false false false false false false false false false false X X 1 LISELOTTE GERARD LEEDS 80 CUTTERMILL ROAD GREAT NECK NY 11021 45000 X LORING, WOLCOTT & COOLIDGE 0 0 LORING, WOLCOTT & COOLIDGE 10128586 10128586 0 0 CERTIFICATES OF DEPOSIT FMV 550000 550000 DOMINI INTL SOCIAL EQUITY FMV 259888 259888 DUES & SUBSCRIPTIONS 75 75 FILING FEES 718 718 INSURANCE 3748 3748 OTHER EXPENSES 2662 2662 OTHER INVESTMENT FEES 136 136 UNREALIZED GAIN ON MARKETABLE SECURITIES 1060998 INVESTMENT MANAGEMENT FEES 36358 36358 OPERATING MANAGEMENT FEES 50000 50000 FEDERAL EXCISE TAX 27117 FOREIGN TAX WITHHELD 2516 2516