GIANT STEPS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GIANT STEPS FOUNDATION (EIN 52-2069841)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-04-13
- IRS object ID
- 201641049349100209
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-13T12:18:42-05:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISERMAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522069841 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GIANT STEPS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LORING WOLCOTT & COOLIDGE | InCareOfNm |
| Business Name Control | GIAN | BusinessNameControlTxt |
| Phone | 6504833553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o WEISERMAZARS LLP 135 W 50TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER LEEDS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6504833553 | PhoneNum |
| Signature | 2016-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK C PELTZ | PreparerPersonNm |
| PTIN | P00631557 | PTIN |
| Phone | 2128127000 | PhoneNum |
| Preparation | 2016-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,786,809 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $903,226 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $271 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,697 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $520,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,673 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,202,867 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,641 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $91,385 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $91,385 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,292 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,292 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,978 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,978 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,730 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,698 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,948 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,784 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,222 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,562 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,571 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,571 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,264 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,180 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,702 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $385,791 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $385,791 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $623,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $582,239 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $579,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $258,387 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,084,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,834,376 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,834,376 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,128,586 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,642,349 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,642,349 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $500,335 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $500,335 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $809,888 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $808,057 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $808,057 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,692 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,692 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,022,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,786,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,786,809 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,022,925 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,786,809 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,022,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,786,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,022,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,786,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,022,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $579,374 | ExcessRevenueOverExpensesAmt |
| Other Increases | $184,510 | OtherIncreasesAmt |
| Subtotal | $13,786,809 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,786,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .412 SHS GOOGLE INC CL C | P | 2008-02-19 | 2015-05-26 | $222 | $104 | $118 | $118 |
| 1875 SHS DEERE & CO | P | 2009-02-18 | 2015-05-26 | $174,765 | $60,366 | $114,399 | $114,399 |
| 475 SHS DEERE & CO | P | 2009-12-10 | 2015-06-11 | $44,274 | $25,017 | $19,257 | $19,257 |
| 170 SHS DEERE & CO | P | 2013-04-17 | 2015-06-11 | $15,845 | $14,054 | $1,791 | $1,791 |
| SELF-HELP CREDIT UNION (DURHAM NC) CD 1.25% DUE 6/21/15 | P | 2012-06-22 | 2015-06-21 | $100,000 | $100,000 | ||
| 83.33 SHS CDK GLOBAL INC | P | 2002-06-28 | 2015-08-14 | $4,239 | $1,215 | $3,024 | $3,024 |
| 909.667 SHS CDK GLOBAL INC | P | 2012-05-04 | 2015-08-14 | $46,271 | $18,224 | $28,047 | $28,047 |
| AMERICAN INTL GROUP - CLASS ACTION SETTLEMENT | P | 2015-03-27 | $2,189 | $0 | $2,189 | $2,189 | |
| 875 SHS DISCOVERY COMMUNICATIONS-C | P | 2014-01-29 | 2014-12-08 | $29,213 | $33,967 | -$4,754 | -$4,754 |
| 510 SHS DISCOVERY COMMUNICATIONS-C | P | 2014-06-13 | 2014-12-08 | $17,027 | $19,697 | -$2,670 | -$2,670 |
| 980 SHS DISCOVERY COMMUNICATIONS-C | P | 2013-07-26 | 2014-12-08 | $32,718 | $41,393 | -$8,675 | -$8,675 |
| 80 SHS DISCOVERY COMMUNICATIONS-C | P | 2013-07-31 | 2014-12-08 | $2,671 | $3,186 | -$515 | -$515 |
| 1110 SHS DISCOVERY COMMUNICATIONS-C | P | 2013-11-13 | 2014-12-08 | $37,058 | $46,814 | -$9,756 | -$9,756 |
| DELL INC - CLASS ACTION SETTLEMENT | P | 2014-12-05 | $492 | $0 | $492 | $492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,673 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $505,930 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,149,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041641 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $321,319 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,961,387 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029314 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $307,190 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,735,610 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031553 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $270,417 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,138,633 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029591 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $671,649 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,466,558 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07933 | DistributionYr5Rt |
| Total Distribution | 0.211429 | TotalDistributionRt |
| Average Distribution | 0.042286 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,498,107 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $570,781 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,584 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $573,365 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $582,239 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,584 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,584 | SubtotalAmt |
| Tax Based On Investment Income | $2,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,502 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,502 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,918 | OverpaymentAmt |
| Applied To ES Tax | $9,918 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GIANTSTEPS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175236531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER LEEDS | ||||||||
| c/o WEISERMAZARS LLP | NEW YORK | NY | 10020 | PRES/DIR | 0.5 | $0 | $0 | $0 |
| JEFFREY J SUNDHEIM | ||||||||
| C/O WEISERMAZARS LLP | NEW YORK | NY | 10020 | TREAS/DIR | 0.1 | $0 | $0 | $0 |
| LILO J LEEDS | ||||||||
| C/O WEISERMAZARS LLP | NEW YORK | NY | 10020 | DIRECTOR | 0.1 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INV MGMT/GRANT ADMIN | ServiceTypeTxt |
| Compensation | $57,698 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,662,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,703,662 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,703,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $205,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,498,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $674,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $674,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,584 | TotalTaxAmt |
| Distributable Before Adj | $672,321 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $672,321 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $672,321 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $582,239 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $582,239 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,584 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $579,655 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $672,321 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $95,854 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $95,854 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $582,239 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $582,239 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $90,082 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $90,082 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,772 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,772 | ExcessDistriCyovFromYr5Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JENNIFER LEEDS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||
| 501 E OJAI AVENUE | OJAI | CA | 93023 | N/A | PC | RECRUITING & TRAINING DOGS | $15,000 | |
| PENINSULA HUMANE SOCIETY & SPCA | ||||||||
| 12 AIRPORT BOULEVARD | SAN MATEO | CA | 944011006 | N/A | PC | RABBIT ADOPTION WARREN IN MEMORY OF SMUDGE BUNNY LEEDS; ANNUAL EVENT A HOME FOR THE HOLIDAYS | $12,000 | |
| TRIPS FOR KIDS MARIN | ||||||||
| 138 SUNNYSIDE AVENUE | MILL VALLEY | CA | 94941 | N/A | PC | mountain bike rides EARN A BIKE JOB TRAINING AND MOBILE BIKE WORKSHOPS | $10,000 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| EISENHOWER PARK | EAST MEADOW | NY | 11554 | N/A | PC | 2015 ANNUAL SALUTE | $7,500 | 1899 HEMPSTEAD TURNPIKE SUITE 400 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | ||||||||
| 100 CROY CREEK ROAD | HAILEY | ID | 83333 | N/A | PC | ROVER WORKS EFFORTS TO RAISE FUNDS FOR SHELTERS | $12,500 | PO BOX 1496 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | n/a | PC | HORSE HAVEN | $10,000 | |
| CLIMATE RIDE | ||||||||
| 114 W PINE STREET | MISSOULA | MT | 59802 | n/a | PC | SPONSOR VEGGIE/VEGAN TOPIC | $12,841 | |
| FIXNATION | ||||||||
| 7680 CLYBOURN AVENUE | LOS ANGELES | CA | 91352 | n/a | PC | SPAY/NEUTER HOMELESS/FERAL CATS IN LA | $10,000 | |
| GIRLVENTURES | ||||||||
| THE WOMENS BUILDING | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL SUPPORT | $5,000 | 3543 18TH STREET 18 |
| PAWSITIVE PERSPECTIVES ASSISTANCE DOGS INC | ||||||||
| 8239 150TH STREET WEST | SAVAGE | MN | 55378 | N/A | PC | GENERAL SUPPORT & SPRING 2015 & FALL 2014 MATCHING GRANT | $100,000 | |
| BERKELEY EAST BAY HUMANE SOCIETY | ||||||||
| 2700 NINTH STREET | BERKELEY | CA | 94710 | N/A | PC | DENTAL EQUIPMENT | $20,000 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| PO BOX 20027 | EL SOBRANTE | CA | 94820 | N/A | PC | THE SEAL CAMPAIGN & LOS ANGELES BENEFIT GALA | $18,500 | |
| LEAST RESISTANCE TRAINING CONCEPTS INC | ||||||||
| 11345 SILVER LANE | STAGECOACH | NV | 89429 | N/A | PC | CHILLY PEPPER MIRACLE MUSTANG | $3,000 | |
| RANCHO COASTAL HUMANE SOCIETY | ||||||||
| 389 REQUEZA STREET | ENCINITAS | NV | 92024 | N/A | 501(C)(3) | GENERAL SUPPORT | $7,500 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | N/A | PC | WATER AND AG STUDY | $10,000 | |
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | ELEPHANT CRISIS FUND | $100,050 | |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | ||||||||
| 1350 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | SEAL CAMPAIGN | $15,000 | SUITE 1220 |
| MARIN HUMANE SOCIETY | ||||||||
| 171 BEL MARIN KEYS BOULEVARD | NOVATO | CA | 94949 | N/A | PC | PENPALS PROGRAM | $10,000 | |
| WOMEN DONORS NETWORK | ||||||||
| 565 COMMERCIAL STREET | SAN FRANCISCO | CA | 94111 | N/A | PC | DEVELOPMENT OF ISSUES OF PROGRESSIVE PHILANTHROPY | $3,400 | |
| WINE COUNTRY ANIMAL LOVERS | ||||||||
| PO BOX 3 | CALISTOGA | CA | 94515 | N/A | PC | ANIMALS INJURED AND DISPLACED FROM THE CALIFORNIA WILDERNESS | $1,000 | |
| KANES KRUSADE INC | ||||||||
| PO BOX 1085 | EAST LONGMEADOW | MA | 01028 | N/A | PC | MATCHING GRANT VALLEY GIVES DAY | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $385,791 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $156,673 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $299,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,641 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| COYOTE TRUST | ||||||
| 1 | c/o LWC 230 CONGRESS STREET | BOSTON | MA | 02110 | $500,000 | Yes (X) |
| ESTATE OF GERARD G LEEDS - IRA | ||||||
| 2 | C/O NEUBERGER BERMAN 605 THIRD AVE | NEW YORK | NY | 10158 | $403,226 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LORING, WOLCOTT & COOLIDGE | BondNm |
| EOY Book Value | $500,335 | EOYBookValueAmt |
| EOYFMV | $500,335 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LORING, WOLCOTT & COOLIDGE | StockNm |
| EOY Book Value | $10,642,349 | EOYBookValueAmt |
| EOYFMV | $10,642,349 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | FMV | $550,000 | $550,000 |
| DOMINI INTL SOCIAL EQUITY | FMV | $258,057 | $258,057 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,692 | EOYBookValueAmt |
| EOYFMV | $1,692 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BOOKS & PUBLICATIONS | $222 | $222 | |
| COMPUTER EXPENSES | $1,389 | $1,389 | |
| DUES & SUBSCRIPTIONS | $75 | $75 | |
| FILING FEES | $159 | $159 | |
| INSURANCE | $5,775 | $5,775 | |
| OFFICE SUPPLIES | $4,150 | $4,150 | |
| OTHER EXPENSES | $481 | $481 | |
| OTHER INVESTMENT FEES | $84 | $84 | |
| PAYROLL ADMINISTRATION COSTS | $11,688 | $11,688 | |
| POSTAGE & DELIVERY | $428 | $428 | |
| TELEPHONE & COMMUNICATIONS | $692 | $692 | |
| WEBSITE DEVELOPMENT EXPENSE | $7,121 | $7,121 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $184,510 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $38,948 | $38,948 | |
| OPERATING MANAGEMENT FEES | $18,750 | $18,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $0 | ||
| FOREIGN TAX WITHHELD | $2,222 | $2,222 | |
| PAYROLL TAXES | $7,562 | $7,562 |