GIANT STEPS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GIANT STEPS FOUNDATION (EIN 52-2069841)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-01-31
- IRS object ID
- 201300319349100500
- Schema version
- 2011v1.5
- 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 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 | 2013-01-31T09:00:35-06:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEN SEYMOUR SHAPSS MARTIN &CO LLP | 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 | 2011-12-01 | 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 | 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 |
| Date Signed | 2013-01-03 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10162921 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 80 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 80 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 168176 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 168176 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 167906 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1689444 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 167906 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 336162 | TotalRevenueAndExpenses |
| Total Net Investment Income | 336162 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 13753 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 13753 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5624 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5624 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 78796 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 28796 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 50000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2368 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2368 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 124 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 124 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5379 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 68 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 5311 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 106044 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 31232 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 74812 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 232378 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 232378 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 338422 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 31232 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 307190 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2260 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 304930 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1030217 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1040564 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1040564 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 6801475 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7551230 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7551230 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 260940 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 251195 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 251195 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1129770 | InvestmentsOtherBOY |
| Investments Other EOY | 1319932 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1319932 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 9222402 | TotalAssetsBOY |
| Total Assets EOY | 10162921 | TotalAssetsEOY |
| Total Assets EOYFMV | 10162921 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 9222402 | RetainedEarningsBOY |
| Retained Earnings EOY | 10162921 | RetainedEarningsEOY |
| Total Net Assets BOY | 9222402 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10162921 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9222402 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10162921 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9222402 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2260 | ExcessOfRevenueOverExpenses |
| Other Increases | 942779 | OtherIncreases |
| Subtotal | 10162921 | Subtotal |
| Total Net Assets Fund Balances EOY | 10162921 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (32 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 |
|---|---|---|---|---|---|---|---|
| 605 SHS EXPEDITORS INTL WASH INC | P | 2011-03-04 | 2012-02-09 | 26097 | 29145 | -3048 | -3048 |
| 1945 SHS VESTAS WIND SYSTEMS AS | P | 2011-11-14 | 2012-05-03 | 15928 | 29094 | -13166 | -13166 |
| LUCENT TECHNOLOGIES INC - CLASS ACTION SETTLEMENT | P | 2012-01-13 | 131 | 0 | 131 | 131 | |
| 2275 SHS EXPEDITORS INTL WASH INC | P | 2007-05-15 | 2012-02-09 | 98135 | 99911 | -1776 | -1776 |
| 700 SHS VESTAS WIND SYSTEMS AS | P | 2007-12-19 | 2012-05-03 | 5732 | 68518 | -62786 | -62786 |
| 475 SHS VESTAS WIND SYSTEMS AS | P | 2008-10-20 | 2012-05-03 | 3890 | 29238 | -25348 | -25348 |
| 375 SHS VESTAS WIND SYSTEMS AS | P | 2008-12-18 | 2012-05-03 | 3071 | 21194 | -18123 | -18123 |
| 395 SHS VESTAS WIND SYSTEMS AS | P | 2009-12-11 | 2012-05-03 | 3235 | 25256 | -22021 | -22021 |
| 4225 SHS CISCO SYSTEMS | P | 2005-04-15 | 2012-05-04 | 80572 | 74054 | 6518 | 6518 |
| 2650 SHS DENTSPLY INTERNAT'L | P | 2004-02-23 | 2012-05-07 | 103725 | 56757 | 46968 | 46968 |
| 350 SHS APACHE CORP | P | 2007-10-26 | 2012-06-15 | 30463 | 34140 | -3677 | -3677 |
| 375 SHS DEVON ENERGY CORP | P | 2007-10-26 | 2012-06-15 | 21349 | 34235 | -12886 | -12886 |
| 425 SHS DEVON ENERGY CORP | P | 2008-06-16 | 2012-06-15 | 24196 | 49921 | -25725 | -25725 |
| SELF-HELP CREDIT UNION ENV CD | P | 2010-06-03 | 2012-06-21 | 100000 | 100000 | ||
| 2490 SHS ENCANA CORP | P | 2010-07-01 | 2012-06-29 | 51769 | 75938 | -24169 | -24169 |
| 1200 SHS TEVA PHARMACEUTICAL | P | 2010-04-15 | 2012-08-09 | 49258 | 75330 | -26072 | -26072 |
| 595.351 SHS DOMINI SOCIAL EQ | P | 2004-02-24 | 2012-09-07 | 20307 | 16658 | 3649 | 3649 |
| 3612.717 SHS DOMINI SOCIAL EQ | P | 2004-03-16 | 2012-09-07 | 123230 | 100000 | 23230 | 23230 |
| 3735 SHS STRYKER CORP | P | 1999-10-18 | 2012-09-06 | 200663 | 52463 | 148200 | 148200 |
| 3012 SHS PAYCHEX INC | P | 1999-07-01 | 2012-09-06 | 102136 | 64461 | 37675 | 37675 |
| 75 SHS APPLE INC | P | 2008-01-14 | 2012-09-06 | 50559 | 13386 | 37173 | 37173 |
| 5600 SHS SYSCO CORP | P | 1999-07-01 | 2012-09-06 | 171165 | 84343 | 86822 | 86822 |
| 400 SHS TEVA PHARMACEUTICAL | P | 2011-06-08 | 2012-08-09 | 16419 | 19936 | -3517 | -3517 |
| 375 SHS SYSCO CORP | P | 1999-07-08 | 2012-09-06 | 11462 | 5718 | 5744 | 5744 |
| 815 SHS ECOLAB INC | P | 2008-02-19 | 2012-09-27 | 52846 | 38124 | 14722 | 14722 |
| 1020 SHS JARDINE MATHESON HLDG | P | 2008-06-17 | 2012-09-28 | 58298 | 31423 | 26875 | 26875 |
| 690 SHS STANDARD CHARTERED PLC | P | 2006-12-27 | 2012-09-28 | 15866 | 19611 | -3745 | -3745 |
| 1575 SHS STANDARD CHARTERED | P | 2007-05-16 | 2012-09-28 | 36216 | 48061 | -11845 | -11845 |
| 2710 SHS STANDARD CHARTERED | P | 2006-12-27 | 2012-10-15 | 63202 | 77023 | -13821 | -13821 |
| 1700 SHS STANDARD CHARTERED | P | 2007-01-17 | 2012-10-15 | 39647 | 47600 | -7953 | -7953 |
| SELF-HELP CU DURHAM NC CD | P | 2010-10-21 | 2012-10-21 | 100000 | 100000 | ||
| MARSH & MCLENNAN - CLASS ACTION SETTLEMENT | P | 2011-12-01 | 3665 | 0 | 3665 | 3665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 167906 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 270417 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9138633 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.029591 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 671649 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8466558 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.07933 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 681766 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7712505 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.088397 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 824481 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9863536 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.083589 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 629721 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11391751 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055279 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.336186 | TotalDistributionRatio |
| Average Distribution Ratio | 0.067237 | AverageDistributionRatio |
| Net Noncharitable Assets | 9735610 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 654593 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3049 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 657642 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 307190 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6099 | InvestmentIncomeExciseTax |
| Subtotal | 6099 | Subtotal |
| Tax Based On Investment Income | 6099 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6272 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6272 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 173 | Overpayment |
| Amount Credited To Next Year | 173 | AmountCreditedToNextYear |
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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| 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 | ||||||||
| 1200 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20036 | SECRETARY | 0.1 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
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 | 78796 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
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 | 9883286 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 582 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9883868 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9883868 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 148258 | CashDeemedCharitable |
| Net Noncharitable Assets | 9735610 | NetNoncharitableAssets |
| Minimum Investment Return | 486781 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 486781 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6099 | TaxBasedOnInvestmentIncome |
| Total Tax | 6099 | TotalTax |
| Distributable Amount Before Adj | 480682 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 480682 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 480682 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 307190 | 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 | 307190 | QualifyingDistributions |
| Adj Qualifying Distributions | 307190 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 480682 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year4 | 28638 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 298793 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 249437 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 576868 | TotalExcessDistriCarryover |
| Qualifying Distributions | 307190 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 307190 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 173492 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 173492 | ExcessDistriCyovAppliedCY |
| Total Corpus | 403376 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 403376 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 153939 | ExcessFromYear3 |
| Excess From Year2 | 249437 | ExcessFromYear2 |
| 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 (15 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) | 15 NEW SEARCH TEAMS | $10,000 | |
| PENINSULA HUMANE SOCIETY & SPCA | ||||||||
| 12 AIRPORT BOULEVARD | SAN MATEO | CA | 944011006 | N/A | 501(C)(3) | rabbit adoption warren in memory of smudge bunny leeds | $20,000 | |
| 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 | $5,000 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| EISENHOWER PARK | EAST MEADOW | NY | 11554 | N/A | 501(C)(3) | GREENING GRANT FOR 2012 ANNUAL SALUTE & 2012 annual salute for women in sports | $40,000 | 1899 HEMPSTEAD TURNPIKE SUITE 400 |
| PENINSULA HUMANE SOCIETY & SPCA | ||||||||
| 12 AIRPORT BOULEVARD | SAN MATEO | CA | 944011006 | N/A | 501(C)(3) | ANNUAL "A HOME FOR THE HOLIDAYS" GALA BALL AND AUCTION | $2,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | n/a | 501(c)(3) | BIG FIX MOBILE SPAY/NEUTER CLINIC UTAH | $5,000 | |
| AYLAS ACRES NO KILL ANIMAL RESCUE INC | ||||||||
| PO BOX 1634 | ST AUGUSTINE | FL | 32085 | n/a | 501(c)(3) | MATCHING GRANT CHALLENGE | $5,000 | |
| PAWSITIVE PERSPECTIVES ASSISTANCE DOGS INC | ||||||||
| 5312 SOUTH PARK DRIVE | SAVAGE | MN | 55378 | n/a | 501(c)(3) | matching challenge grant; general support | $110,000 | |
| GIRLVENTURES | ||||||||
| THE WOMENS BUILDING | SAN FRANCISCO | CA | 94110 | N/A | 501(C)(3) | ADOLESCENT GIRLS EMPOWERMENT PROGRAMS | $5,000 | 3543 18TH STREET 18 |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 high street | palo alto | CA | 94301 | N/A | 501(C)(3) | AUDREY'S WAY FUND | $5,000 | |
| GIRLS TO WOMEN | ||||||||
| PO BOX 50368 | E PALO ALTO | CA | 94303 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| PO BOX 20027 | EL SOBRANTE | CA | 94820 | N/A | 501(C)(3) | 2012 GENESIS AWARDS AND 2012 TO THE RESCUE! SF EVENT | $6,000 | |
| BERKELEY EAST BAY HUMANE SOCIETY | ||||||||
| 2700 NINTH STREET | BERKELEY | CA | 94710 | N/A | 501(C)(3) | FOSTER CARE PROGRAM FOR CATS | $10,000 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL ROAD SUITE 550 | VIENNA | VA | 22182 | N/A | 501(C)(3) | DINNER WITH JANE EVENT | $300 | |
| PENINSULA HUMANE SOCIETY & SPCA | ||||||||
| 12 AIRPORT BOULEVARD | SAN MATEO | CA | 944011006 | N/A | 501(C)(3) | FUND-A-NEED | $8,078 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 232378 | 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 | $80 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $168,176 | 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 | $167,906 | 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 | $336,162 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 336162 | 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 |
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 | 251195 | EOYBookValue |
| EOYFMV | 251195 | 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 | 7551230 | EOYBookValue |
| EOYFMV | 7551230 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | FMV | 600000 | 600000 |
| DOMINI SOCIAL EQUITY FUND | FMV | 0 | 0 |
| DOMINI INTL SOCIAL EQUITY | FMV | 205743 | 205743 |
| VANGUARD GNMA FUND ADMIRAL SHS | FMV | 514189 | 514189 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | 75 | 75 | |
| FILING FEES | 679 | 679 | |
| INSURANCE | 2659 | 2659 | |
| INVESTMENT FEES | 68 | 68 | |
| LICENSES, FEES, & PERMITS | 35 | 35 | |
| OTHER EXPENSES | 1863 | 1863 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON MARKETABLE SECURITIES | Description |
| Amount | $942,779 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $28,796 | 28796 | |
| OPERATING MANAGEMENT FEES | $50,000 | 50000 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $2,368 | Amount |
| Net Investment Income | 2368 | NetInvestmentIncome |
Comments