GIANT STEPS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GIANT STEPS FOUNDATION (EIN 52-2069841)
- Tax period
- 2010-12-01 to 2011-11-30
- Filed
- 2012-03-01
- IRS object ID
- 201240619349100104
- Schema version
- 2010v3.7
- 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 | 2012-03-01T08:26:21-05:00 | Timestamp |
| Tax Period End Date | 2011-11-30 | 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 | 2010-12-01 | 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) |
|---|---|---|
| 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 | 2011-12-21 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK C PELTZ | Name |
| Phone | 2123031800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9222402 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 150000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 106 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 106 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 155906 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 155906 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 138951 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1397879 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 138951 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 444963 | TotalRevenueAndExpenses |
| Total Net Investment Income | 294963 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 1621 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1621 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4987 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4987 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 77302 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 26502 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 50800 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1738 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1738 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 1629 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1629 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4148 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 68 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4080 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 91425 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 28308 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 63117 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 207300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 207300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 298725 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 28308 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 270417 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 146238 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 266655 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 628701 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1030217 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1030217 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 6295050 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6801475 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6801475 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 468798 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 260940 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 260940 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1322093 | InvestmentsOtherBOY |
| Investments Other EOY | 1129770 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1129770 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 8714642 | TotalAssetsBOY |
| Total Assets EOY | 9222402 | TotalAssetsEOY |
| Total Assets EOYFMV | 9222402 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 8714642 | RetainedEarningsBOY |
| Retained Earnings EOY | 9222402 | RetainedEarningsEOY |
| Total Net Assets BOY | 8714642 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9222402 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8714642 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9222402 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8714642 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 146238 | ExcessOfRevenueOverExpenses |
| Other Increases | 361522 | OtherIncreases |
| Subtotal | 9222402 | Subtotal |
| Total Net Assets Fund Balances EOY | 9222402 | 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 |
|---|---|---|---|---|---|---|---|
| FEDERAL NATL MTG ASSN 2.25% | P | 2010-06-03 | 2010-12-03 | 200000 | 200000 | ||
| 1150 SHS GENZYME CORP | P | 2009-10-08 | 2010-12-10 | 80728 | 63868 | 16860 | 16860 |
| 1475 SHS AMGEN INC | P | 2002-07-11 | 2010-12-10 | 79045 | 49187 | 29858 | 29858 |
| CARDINAL HEALTH INC-CLASS ACTION SETTLEMENT | P | 2010-12-29 | 1150 | 0 | 1150 | 1150 | |
| AMERICAN INTL GR-CLASS ACTION SETTLEMENT | P | 2011-01-13 | 467 | 0 | 467 | 467 | |
| 665 SHS STRYKER CORP | P | 1999-10-18 | 2011-02-11 | 39999 | 9341 | 30658 | 30658 |
| 1550 SHS YAHOO INC | P | 2009-12-10 | 2011-03-04 | 26261 | 24084 | 2177 | 2177 |
| 800 SHS STATE STREET CORP | P | 1999-08-06 | 2011-03-10 | 34692 | 27088 | 7604 | 7604 |
| 350 SHS STATE STREET CORP | P | 1999-09-10 | 2011-03-10 | 15178 | 11003 | 4175 | 4175 |
| 575 SHS STRYKER CORP | P | 1999-10-18 | 2011-04-15 | 34590 | 8077 | 26513 | 26513 |
| 800 SHS STATE STREET CORP | P | 1999-09-10 | 2011-04-15 | 36194 | 25149 | 11045 | 11045 |
| 1200 SHS STATE STREET CORP | P | 1999-10-18 | 2011-04-15 | 54291 | 35391 | 18900 | 18900 |
| 850 SHS DENTSPLY INTERNATIONAL | P | 2004-02-23 | 2011-04-15 | 30641 | 18205 | 12436 | 12436 |
| 125 SHS DENTSPLY INTERNATIONAL | P | 2004-09-16 | 2011-04-15 | 4506 | 3221 | 1285 | 1285 |
| 900 SHS SUNPOWER CORP CL B | P | 2010-08-18 | 2011-05-31 | 18677 | 9932 | 8745 | 8745 |
| 1920 SHS SUNPOWER CORP CL B | P | 2009-02-17 | 2011-05-24 | 39655 | 52404 | -12749 | -12749 |
| 65 SHS SUNPOWER CORP CL B | P | 2009-02-17 | 2011-05-25 | 1344 | 1774 | -430 | -430 |
| 15 SHS SUNPOWER CORP CL B | P | 2009-02-17 | 2011-05-27 | 310 | 409 | -99 | -99 |
| 815 SHS SUNPOWER CORP CL B | P | 2009-12-10 | 2011-05-27 | 16868 | 16489 | 379 | 379 |
| 170 SHS SUNPOWER CORP CL B | P | 2009-12-10 | 2011-05-31 | 3528 | 3439 | 89 | 89 |
| DOMESTIC BANK(CRANSTON RI) CD .898% | P | 2010-10-21 | 2011-06-20 | 100000 | 100000 | ||
| 2625 SHS JOHNSON MATTHEY PLC | P | 2008-02-20 | 2011-06-09 | 83642 | 101819 | -18177 | -18177 |
| 1350 SHS JOHNSON MATTHEY PLC | P | 2008-06-17 | 2011-06-09 | 43016 | 50247 | -7231 | -7231 |
| AUSTRALIAN GOVT 5.75% 6/15/11 | P | 2009-05-15 | 2011-06-15 | 212100 | 159449 | 52651 | 52651 |
| 475 SHS MEDTRONIC INC | P | 1999-07-01 | 2011-08-09 | 15126 | 18584 | -3458 | -3458 |
| 450 SHS MEDTRONIC INC | P | 1999-08-06 | 2011-08-09 | 14330 | 15581 | -1251 | -1251 |
| 1300 SHS MEDTRONIC INC | P | 1999-11-05 | 2011-08-09 | 41397 | 49625 | -8228 | -8228 |
| 1400 SHS MEDTRONIC INC | P | 1999-12-10 | 2011-08-09 | 44582 | 50659 | -6077 | -6077 |
| 3325 SHS STAPLES INC | P | 2006-01-12 | 2011-08-09 | 44256 | 75245 | -30989 | -30989 |
| 895 SHS FASTENAL CO | P | 2007-05-15 | 2011-08-09 | 27270 | 18501 | 8769 | 8769 |
| 4800 SHS APPLIED MATERIALS INC | P | 2010-01-28 | 2011-09-01 | 53087 | 60157 | -7070 | -7070 |
| NORTEL NETWORKS CORP - CLASS ACTION SETTLEMENT | P | 2011-11-17 | 5 | 0 | 5 | 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 138951 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 671649 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8466558 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07933 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 681766 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7712505 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.088397 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 824481 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9863536 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.083589 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 629721 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11391751 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055279 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 607970 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11184654 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054358 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.360953 | TotalDistributionRatio |
| Average Distribution Ratio | 0.072191 | AverageDistributionRatio |
| Net Noncharitable Assets | 9138633 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 659727 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2667 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 662394 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 270417 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5333 | InvestmentIncomeExciseTax |
| Subtotal | 5333 | Subtotal |
| Tax Based On Investment Income | 5333 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 11605 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 11605 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 6272 | Overpayment |
| Amount Credited To Next Year | 6272 | 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 |
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 | 0 | 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 | 9277190 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 610 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9277800 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9277800 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 139167 | CashDeemedCharitable |
| Net Noncharitable Assets | 9138633 | NetNoncharitableAssets |
| Minimum Investment Return | 456932 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 456932 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5333 | TaxBasedOnInvestmentIncome |
| Total Tax | 5333 | TotalTax |
| Distributable Amount Before Adj | 451599 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 451599 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 451599 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 270417 | 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 | 270417 | QualifyingDistributions |
| Adj Qualifying Distributions | 270417 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 451599 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year3 | 209820 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 298793 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 249437 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 758050 | TotalExcessDistriCarryover |
| Qualifying Distributions | 270417 | QualifyingDistributions |
| Applied To Current Year | 270417 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 181182 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 181182 | ExcessDistriCyovAppliedCY |
| Total Corpus | 576868 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 576868 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 28638 | ExcessFromYear3 |
| Excess From Year2 | 298793 | ExcessFromYear2 |
| Excess From Year1 | 249437 | ExcessFromYear1 |
| 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 (9 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) | CHALLENGE GRANT | $10,000 | |
| PENINSULA HUMANE SOCIETY & SPCA | ||||||||
| 12 AIRPORT BOULEVARD | SAN MATEO | CA | 944011006 | N/A | 501(C)(3) | SMUDGE BUNNY LEEDS RABBIT WARREN | $50,000 | |
| TRIPS FOR KIDS MARIN | ||||||||
| 138 SUNNYSIDE AVENUE | MILL VALLEY | CA | 94941 | N/A | 501(C)(3) | maintenance of 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) | 2011 ANNUAL SALUTE FOR INNER CITY GIRLS | $7,500 | 1899 HEMPSTEAD TURNPIKE SUITE 400 |
| SQUARE PEG FOUNDATION | ||||||||
| PMB 402 80 CABRILLO HIGHWAY NORTH | HALF MOON BAY | CA | 94019 | N/A | 501(C)(3) | run for the roses & cometa table | $12,800 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | n/a | 501(c)(3) | pup my ride program | $5,000 | |
| climate ride to green | ||||||||
| 114 WEST PINE STREET | MISSOULA | MT | 59802 | n/a | 501(c)(3) | may and oct 2011 climate rides | $12,000 | |
| PAWSITIVE PERSPECTIVES ASSISTANCE DOGS INC | ||||||||
| 5312 SOUTH PARK DRIVE | SAVAGE | MN | 55378 | n/a | 501(c)(3) | matching challenge grant | $95,000 | |
| PETA (PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS) | ||||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | N/A | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 207300 | 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 | $106 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $155,906 | 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 | $138,951 | 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 | $294,963 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 294963 | 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 | 150000 | 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 | 260940 | EOYBookValue |
| EOYFMV | 260940 | 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 | 6801475 | EOYBookValue |
| EOYFMV | 6801475 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| AUSTRALIAN GOVT 5.75% BOND | FMV | 0 | 0 |
| CERTIFICATES OF DEPOSIT | FMV | 600000 | 600000 |
| DOMINI SOCIAL EQUITY FUND | FMV | 126326 | 126326 |
| DOMINI INTL SOCIAL EQUITY | FMV | 188229 | 188229 |
| VANGUARD GNMA FUND ADMIRAL SHS | FMV | 215215 | 215215 |
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 | 664 | 664 | |
| INSURANCE | 2955 | 2955 | |
| INVESTMENT FEES | 68 | 68 | |
| OTHER EXPENSES | 280 | 280 | |
| TELEPHONE EXPENSE | 106 | 106 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON MARKETABLE SECURITIES | Description |
| Amount | $361,522 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| CONSULTING FEES | $800 | 800 | |
| INVESTMENT MANAGEMENT FEES | $26,502 | 26502 | |
| OPERATING MANAGEMENT FEES | $50,000 | 50000 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $1,738 | Amount |
| Net Investment Income | 1738 | NetInvestmentIncome |
Comments