GIANT STEPS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GIANT STEPS FOUNDATION (EIN 52-2069841)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-01-23
- IRS object ID
- 201400239349100300
- Schema version
- 2012v2.3
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-23T09:10:22-06:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEN SEYMOUR SHAPSS MARTIN &COLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100172049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522069841 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GIANT STEPS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LORING WOLCOTT & COOLIDGE | InCareOfName |
| Name Control | GIAN | NameControl |
| Phone | 6175236531 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o ROSEN SEYMOUR SHAPSS MARTIN C | AddressLine1 |
| Address Line2 | 757 THIRD AVENUE Suite 6th fl | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | jennifer leeds | Name |
| Title | president | Title |
| Phone | 6175236531 | Phone |
| Date Signed | 2014-01-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123031800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12235052 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 70000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 167 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 167 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 143792 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 143792 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 715175 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2397997 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 715175 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 929134 | TotalRevenueAndExpenses |
| Total Net Investment Income | 859134 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 58 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 58 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4081 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4081 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 82316 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 32316 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 50000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8294 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2294 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 5743 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 5743 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5736 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 5586 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 106228 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 34610 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 65468 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 255851 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 255851 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 362079 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 34610 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 321319 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 567055 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 824524 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1040564 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1809645 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1809645 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 250030 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 250030 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 7551230 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 9110835 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 9110835 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 251195 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 250105 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 250105 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1319932 | InvestmentsOtherBOY |
| Investments Other EOY | 814437 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 814437 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 10162921 | TotalAssetsBOY |
| Total Assets EOY | 12235052 | TotalAssetsEOY |
| Total Assets EOYFMV | 12235052 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 10162921 | RetainedEarningsBOY |
| Retained Earnings EOY | 12235052 | RetainedEarningsEOY |
| Total Net Assets BOY | 10162921 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12235052 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10162921 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12235052 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10162921 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 567055 | ExcessOfRevenueOverExpenses |
| Other Increases | 1505076 | OtherIncreases |
| Subtotal | 12235052 | Subtotal |
| Total Net Assets Fund Balances EOY | 12235052 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (37 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 27075.812 VANGUARD GNMA FD ADM | P | 2012-02-13 | 2013-02-12 | 293231 | 300000 | -6769 | -6769 |
| 29.617 VANGUARD GNMA FUND ADM | P | 2012-04-02 | 2013-02-12 | 321 | 326 | -5 | -5 |
| 88.851 VANGUARD GNMA FUND ADM | P | 2012-04-02 | 2013-02-12 | 962 | 978 | -16 | -16 |
| 222.594 VANGUARD GNMA FUND ADM | P | 2012-12-31 | 2013-02-12 | 2411 | 2429 | -18 | -18 |
| 175.507 VANGUARD GNMA FUND ADM | P | 2012-12-31 | 2013-02-12 | 1901 | 1915 | -14 | -14 |
| UNITED PARCEL SVC 4.5% 1/15/13 | P | 2008-01-25 | 2013-01-15 | 250000 | 250000 | ||
| 18674.136 VANGUARD GNMA FD ADM | P | 2009-05-14 | 2013-02-12 | 202241 | 200000 | 2241 | 2241 |
| 91.094 VANGUARD GNMA FUND ADM | P | 2009-12-31 | 2013-02-12 | 987 | 971 | 16 | 16 |
| 35.036 VANGUARD GNMA FUND ADM | P | 2009-12-31 | 2013-02-12 | 379 | 373 | 6 | 6 |
| 59.572 VANGUARD GNMA FUND ADM | P | 2010-03-30 | 2013-02-12 | 645 | 639 | 6 | 6 |
| 17.521 VANGUARD GNMA FUND ADM | P | 2010-03-30 | 2013-02-12 | 190 | 188 | 2 | 2 |
| 319.029 VANGUARD GNMA FUND ADM | P | 2010-12-31 | 2013-02-12 | 3455 | 3417 | 38 | 38 |
| 88.13 VANGUARD GNMA FUND ADM | P | 2010-12-30 | 2013-02-12 | 954 | 944 | 10 | 10 |
| 188.312 VANGUARD GNMA FUND ADM | P | 2011-12-30 | 2013-02-12 | 2039 | 2083 | -44 | -44 |
| 34.873 VANGUARD GNMA FUND ADM | P | 2011-12-30 | 2013-02-12 | 378 | 386 | -8 | -8 |
| 740 SHS UNITED PARCEL SERVICE | P | 2005-06-03 | 2013-04-11 | 62350 | 53982 | 8368 | 8368 |
| 1010 SHS UNITED PARCEL SERVICE | P | 2005-06-03 | 2013-04-17 | 83447 | 73678 | 9769 | 9769 |
| 62.5 SHS PAYCHEX INC | P | 1999-07-01 | 2013-04-17 | 2219 | 1338 | 881 | 881 |
| 1500 SHS PAYCHEX INC | P | 1999-07-08 | 2013-04-17 | 53250 | 31832 | 21418 | 21418 |
| 97.5 SHS PAYCHEX INC | P | 1999-09-10 | 2013-04-17 | 3461 | 1984 | 1477 | 1477 |
| 1495 SHS CISCO SYSTEMS | P | 2005-04-15 | 2013-04-17 | 30962 | 26204 | 4758 | 4758 |
| CARVER FED SVGS BK CD 1.734% | P | 2010-11-01 | 2013-04-20 | 100000 | 100000 | ||
| CARDINAL HEALTH INC | P | 2013-05-09 | 23 | 0 | 23 | 23 | |
| MARSH & MCLENNAN | P | 2013-08-02 | 97 | 0 | 97 | 97 | |
| 1600 SHS EOG RESOURCES | P | 2007-01-16 | 2013-05-07 | 216844 | 99041 | 117803 | 117803 |
| 650 SHS EOG RESOURCES | P | 2007-05-15 | 2013-05-07 | 88093 | 49471 | 38622 | 38622 |
| 325 SHS EOG RESOURCES | P | 2008-01-14 | 2013-05-07 | 44046 | 30222 | 13824 | 13824 |
| 785 SHS ECOLAB INC | P | 2008-02-19 | 2013-06-12 | 65903 | 36721 | 29182 | 29182 |
| 975 SHS ECOLAB INC | P | 2008-12-17 | 2013-06-12 | 81855 | 35279 | 46576 | 46576 |
| 1950 SHS APTARGROUP INC | P | 2008-02-19 | 2013-07-15 | 116364 | 75357 | 41007 | 41007 |
| 1025 SHS APTARGROUP INC | P | 2008-12-17 | 2013-07-15 | 61166 | 35380 | 25786 | 25786 |
| 2130 SHS STARBUCKS CORP | P | 2000-09-11 | 2013-07-26 | 155296 | 19530 | 135766 | 135766 |
| 1225 SHS STARBUCKS CORP | P | 2002-01-10 | 2013-07-26 | 89313 | 13762 | 75551 | 75551 |
| 1950 SHS MCCORMICK & CO NONVTG | P | 2009-02-18 | 2013-09-17 | 133694 | 60093 | 73601 | 73601 |
| 405 SHS AMAZON.COM | P | 2012-02-06 | 2013-10-25 | 147475 | 74299 | 73176 | 73176 |
| HOPE COMMUNITY CU CD 2.05% | P | 2010-10-22 | 2013-10-25 | 100000 | 100000 | ||
| DELL INC - CLASS ACTION SETTLE | P | 2013-03-22 | 130 | 0 | 130 | 130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 715175 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 307190 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9735610 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.031553 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 270417 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9138633 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.029591 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 671649 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8466558 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.07933 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 681766 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7712505 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.088397 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 824481 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9863536 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.083589 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.31246 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062492 | AverageDistributionRatio |
| Net Noncharitable Assets | 10961387 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 684999 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8245 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 693244 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 321319 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 16490 | InvestmentIncomeExciseTax |
| Subtotal | 16490 | Subtotal |
| Tax Based On Investment Income | 16490 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6173 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6173 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 10317 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | WWW.GIANTSTEPS.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6175236531 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JENNIFER LEEDS | ||||||||
| c/o ROSEN SEYMOUR SHAPSS MARTIN | NEW YORK | NY | 10017 | PRES/DIR | 0.5 | 0 | 0 | 0 |
| JEFFREY J SUNDHEIM | ||||||||
| C/O THE CHANNEL GROUP | JERICHO | NY | 11753 | TREAS/DIR | 0.5 | 0 | 0 | 0 |
| LILO J LEEDS | ||||||||
| 80 CUTTER MILL ROAD | GREAT NECK | NY | 10021 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| RICHARD L BRAUNSTEIN | ||||||||
| c/o ROSEN SEYMOUR SHAPSS MARTIN | NEW YORK | NY | 10017 | SECRETARY | 0.1 | 0 | 0 | 0 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE | BusinessNameLine1 |
US Address USAddress
| 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) |
|---|---|---|
| Type Of Service | INV MGMT;GRANT ADMIN | TypeOfService |
| Compensation | 82316 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 11127997 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 315 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11128312 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 11128312 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 166925 | CashDeemedCharitable |
| Net Noncharitable Assets | 10961387 | NetNoncharitableAssets |
| Minimum Investment Return | 548069 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 548069 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 16490 | TaxBasedOnInvestmentIncome |
| Total Tax | 16490 | TotalTax |
| Distributable Amount Before Adj | 531579 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 531579 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 531579 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 321319 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 321319 | QualifyingDistributions |
| Adj Qualifying Distributions | 321319 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 531579 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 153939 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 249437 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 403376 | TotalExcessDistriCarryover |
| Qualifying Distributions | 321319 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 321319 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 210260 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 210260 | ExcessDistriCyovAppliedCY |
| Total Corpus | 193116 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 193116 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 193116 | ExcessFromYear3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JENNIFER LEEDS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||
| 501 E OJAI AVENUE | OJAI | CA | 93023 | N/A | 501(C)(3) | 19 NEW SEARCH TEAMS | $15,000 | |
| PENINSULA HUMANE SOCIETY & SPCA | ||||||||
| 12 AIRPORT BOULEVARD | SAN MATEO | CA | 944011006 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| TRIPS FOR KIDS MARIN | ||||||||
| 138 SUNNYSIDE AVENUE | MILL VALLEY | CA | 94941 | N/A | 501(C)(3) | 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 | 501(C)(3) | 2013 ANNUAL SALUTE | $22,500 | 1899 HEMPSTEAD TURNPIKE SUITE 400 |
| PET RESCUE OF UNWANTED DOGS (PROUD) | ||||||||
| 13570S ACADEMY AVENUE | KINGSBURG | CA | 93631 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | n/a | 501(c)(3) | LOS ANGELES NEONATAL KITTEN NURSERY | $5,000 | |
| WORKING DOGS FOR CONSERVATION | ||||||||
| 52 EUSTIS ROAD | THREE FORKS | MT | 59752 | n/a | 501(c)(3) | CREATION OF ONLINE REGISTRY TO SCREEN SHELTER DOGS | $10,000 | |
| FIXNATION | ||||||||
| 7680 CLYBOURN AVENUE | LOS ANGELES | CA | 91352 | n/a | 501(c)(3) | SPAY/NEUTER HOMELESS/FERAL CATS | $5,000 | |
| GIRLVENTURES | ||||||||
| THE WOMENS BUILDING | SAN FRANCISCO | CA | 94110 | N/A | 501(C)(3) | ADOLESCENT GIRLS EMPOWERMENT PROGRAMS | $5,000 | 3543 18TH STREET 18 |
| PAWSITIVE PERSPECTIVES ASSISTANCE DOGS INC | ||||||||
| 8239 150TH STREET WEST | SAVAGE | MN | 55378 | N/A | 501(C)(3) | GENERAL SUPPORT AND MATCHING CHALLENGE | $94,101 | |
| GARDEN PROJECT | ||||||||
| PO BOX 24292 | SAN FRANCISCO | CA | 941240292 | N/A | 501(C)(3) | EARTH STEWARDS PROGRAM | $5,000 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| PO BOX 20027 | EL SOBRANTE | CA | 94820 | N/A | 501(C)(3) | WILD HORSES IN HONOR OF KEITH DANE & VEG APPETIT BENEFIT; 2013 GENESIS | $5,000 | |
| NORTH SHORE CHILD & FAMILY GUIDANCE CENTER | ||||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 11577 | N/A | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL ROAD SUITE 550 | VIENNA | VA | 22182 | N/A | 501(C)(3) | ROOTS & SHOOTS TO TEACH 50 EDUCATORS; TCHIMPOUNGA CHIMPANZEE REHABILITATION CENTER TCHIBEBE ISLAND MATCHING GRANT CHALLENGE | $10,000 | |
| RETURN TO FREEDOM WILD HORSE SANCTUARY | ||||||||
| PO BOX 926 | LOMPOC | CA | 93438 | N/A | 501(C)(3) | SUPPORT AN EDUCATION DIRECTOR | $10,000 | |
| WOMEN WIN FOUNDATION INC | ||||||||
| 591 NORTHAMPTON STREET | HOLYOKE | MA | 01040 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| SQUARE PEG FOUNDATION | ||||||||
| PMB 402 80 CABRILLO HIGHWAY N | HALF MOON BAY | CA | 94019 | N/A | 501(C)(3) | CHALLENGE GRANT | $10,000 | |
| HARMONY FUND | ||||||||
| 800 MAIN STREET SUITE 217 | HOLDEN | MA | 01520 | N/A | 501(C)(3) | RSDR SHELTER IN BULGARIA | $5,000 | |
| HOMELESS GARDEN PROJECT | ||||||||
| PO BOX 617 | SANTA CRUZ | CA | 95061 | N/A | 501(C)(3) | WOMEN'S ORGANIC FLOWER ENTERPRISE | $5,000 | |
| SAN FRANCISCO SAMOYED RESCUE INC | ||||||||
| PO BOX 4215 | SAN RAFAEL | CA | 949134215 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| PRESIDIO COMMUNITY YMCA OF SAN FRANCISCO | ||||||||
| 63 FUNSTON AVENUE | SAN FRANCISCO | CA | 94129 | N/A | 501(C)(3) | PRESIDIO YOUTH IN NATURE PROGRAMS | $5,000 | |
| MARIN HUMANE SOCIETY | ||||||||
| 171 BEL MARIN KEYS BOULEVARD | NOVATO | CA | 94949 | N/A | 501(C)(3) | PENPALS PROGRAM | $10,000 | |
| PET PARTNERS | ||||||||
| 875 124TH AVENUE NE 101 | BELLEVUE | WA | 98005 | N/A | 501(C)(3) | PRACTICUMS TO PRODUCE REGISTERED EVALUATORS | $5,000 | |
| TRANSPARENT FISH FUND | ||||||||
| 445 SOUTH SAN ANTONIO ROAD SUITE 2 | LOS ALTOS | CA | 94022 | N/A | 501(C)(3) | CHARITABLE | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 255851 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $167 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $143,792 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $715,175 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $859,134 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 859134 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | LISELOTTE GERARD LEEDS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 70000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | LORING, WOLCOTT & COOLIDGE | NameOfBond |
| EOY Book Value | 250105 | EOYBookValue |
| EOYFMV | 250105 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | LORING, WOLCOTT & COOLIDGE | NameOfStock |
| EOY Book Value | 9110835 | EOYBookValue |
| EOYFMV | 9110835 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 250030 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 250030 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | FMV | 550000 | 550000 |
| DOMINI INTL SOCIAL EQUITY | FMV | 264437 | 264437 |
| VANGUARD GNMA FUND ADMIRAL SHS | FMV | 0 | 0 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| DUES & SUBSCRIPTIONS | 75 | 75 |
| FILING FEES | 35 | 35 |
| FINANCE CHARGES | 150 | |
| INSURANCE | 3630 | 3630 |
| LICENSES, FEES, & PERMITS | 679 | 679 |
| OTHER EXPENSES | 1167 | 1167 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON MARKETABLE SECURITIES | Description |
| Amount | $1,505,076 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $32,316 | 32316 | |
| OPERATING MANAGEMENT FEES | $50,000 | 50000 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL EXCISE TAX | $6,000 | |
| FOREIGN TAX WITHHELD | $2,294 | 2294 |
Comments