WINDOW LEDGE FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WINDOW LEDGE FOUNDATION (EIN 74-2959617)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-17
IRS object ID: 201311379349300511
Schema version: 2012v2.1
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
Schedule A
Schedule B
Schedule I
Schedule J
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-17T11:03:58-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GOWLAND STREALY MORALES & COMPANY PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	5934 SOUTH STAPLES SUITE 201	AddressLine1
City	CORPUS CHRISTI	City
State	TX	State
ZIP Code	78413	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	742959617	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WINDOW LEDGE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WIND	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	800 N SHORELINE	AddressLine1
Address Line2	ROOM/SUITE 300 N	AddressLine2
City	CORPUS CHRISTI	City
State	TX	State
ZIP Code	78401	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	RICHARD LESHIN	Name
Title	PRESIDENT	Title
Date Signed	2013-05-16	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JERRY D SPENCE	Name
Phone	3619931000	Phone
Date Prepared	2013-05-16	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	RICHARD LESHIN	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	800 N SHORELINE 300N	AddressLine1
City	CORPUS CHRISTI	City
State	TX	State
ZIP Code	78401	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	10855639	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Activity Or Mission Description	THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO MANAGE ASSETS AND PROVIDE OPERATING REVENUE FOR PAWS - GULF COAST HUMANE SOCIETY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	3	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	3	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	3	TotalNbrVolunteers
Total Gross UBI	326	TotalGrossUBI
Contributions Grants Prior Year	3771087	ContributionsGrantsPriorYear
Contributions Grants Current Year	2009034	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	2163189	InvestmentIncomePriorYear
Investment Income Current Year	2150831	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-15580	OtherRevenuePriorYear
Other Revenue Current Year	392	OtherRevenueCurrentYear
Total Revenue Prior Year	5918696	TotalRevenuePriorYear
Total Revenue Current Year	4160257	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	1262129	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1303639	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	51230	OtherExpensePriorYear
Other Expenses Current Year	62306	OtherExpensesCurrentYear
Total Expenses Prior Year	1313359	TotalExpensesPriorYear
Total Expenses Current Year	1365945	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	4605337	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	2794312	RevenuesLessExpensesCY
Total Assets BOY	27955918	TotalAssetsBOY
Total Assets EOY	30739235	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	27955918	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	30739235	NetAssetsOrFundBalancesEOY
Mission Description	THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO MANAGE ASSETS AND PROVIDE OPERATING REVENUE FOR PAWS - GULF COAST HUMANE SOCIETY.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1303639	Expense
Grants	1303639	Grants
Description	DISTRIBUTIONS PAID TO GULF COAST HUMANE SOCIETY.	Description
Total Program Service Expense	1303639	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	true	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	3	NbrVotingGoverningBodyMembers
Number Independent Voting Members	3	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	false	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	false	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	FROST BANK TRUST DEPT	NamePerson
Telephone Number	3618441046	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	802 N CARANCAHUA	AddressLine1
City	CORPUS CHRISTI	City
State	TX	State
ZIP Code	78403	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (4 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	FormerFormer
RICHARD L LESHIN
PRESIDENT	1.00	X	X	0	0	0
JERRY D SPENCE
TREASURER	1.00	X	X	0	0	0
JIMMY VEST
SECRETARY	1.00	X	X	0	0	0
TENNISON T KEELER
	1.00			0	0	0	X

Field	Value	IRS element (for citing)
Formers Listed	true	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	2009034	AllOtherContributions
Total Contributions	2009034	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	995836	TotalRevenueColumn
Related Or Exempt Function Income	159804	RelatedOrExemptFunctionIncome
Exclusion	$836,032	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	7726978	Securities
Other	123399	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	6695382	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1031596	Securities
Other	123399	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1154995	TotalRevenueColumn
Related Or Exempt Function Income	123633	RelatedOrExemptFunctionIncome
Exclusion	$1,031,362	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Unrelated Business RevenueUnrelatedBusinessRevenue	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PARTNERSHIP INCOME/-LOSS	721110	731	731
OTHER INCOME		66		66
PARTNERSHIP DEDUCTIONS	721000	-405	-405

Field	Value	IRS element (for citing)
Total Other Revenue	392	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4160257	TotalRevenueColumn
Related Or Exempt Function Income	283503	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	326	UnrelatedBusinessRevenue
Exclusion	$1,867,394	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1303639	Total
Program Services	1303639	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	6508	Total
Management And General	6508	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	1500	Total
Management And General	1500	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	43966	Total
Management And General	43966	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	100	Total
Management And General	100	ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral
FOREIGN TAX WITHHOLDING	8740	8740
INVESTMENT EXPENSES	1492	1492

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1365945	Total
Program Services	1303639	ProgramServices
Management And General	62306	ManagementAndGeneral
Fundraising	0	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1183725	BOY
EOY	1308205	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	26979559	BOY
EOY	29628788	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	-207366	BOY
EOY	-198692	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
EOY	934	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	27955918	BOY
EOY	30739235	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	27955918	BOY
EOY	30739235	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	27955918	BOY
EOY	30739235	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	27955918	BOY
EOY	30739235	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	2794312	ReconcilationRevenueExpenses
Reconcilation Other Changes	-10995	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	X	SupportingOrganization509a3
Supporting Org509a3 Type3 Non Func	X	SupportingOrg509a3Type3NonFunc
Certification Checkbox	X	CertificationCheckbox
Contrib By Controlling Individual	false	ContribByControllingIndividual
Contribution By Related Party	false	ContributionByRelatedParty
Contrib By35 Controlled Entity	false	ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	GULF COAST HUMANE SOCIETY	BusinessNameLine1
Business Name Line2	GULF COAST HUMANE SOCIETY	BusinessNameLine2

Field	Value	IRS element (for citing)
EIN	741266245	EIN
Type Of Organization	7	TypeOfOrganization
Listed In Governing Doc	true	ListedInGoverningDoc
Supported Organization Notified	true	SupportedOrganizationNotified
Organized In US	true	OrganizedInUS
Amount	$1,303,639	Amount

Field	Value	IRS element (for citing)
Total Number Of Supported Orgs	1	TotalNumberOfSupportedOrgs
Sum Of Amounts	1303639	SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	false	RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	DISTRIBUTION - HUMANE SOCIETY	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3118 CABANISS PKWY	AddressLine1
City	CORPUS CHRISTI	City
State	TX	State
ZIP Code	78415	ZIPCode

Field	Value	IRS element (for citing)
EIN Of Recipient	741266245	EINOfRecipient
IRC Section	3	IRCSection
Amount Of Cash Grant	1303639	AmountOfCashGrant
Purpose Of Grant	OPERATIONS	PurposeOfGrant

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	1	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	ADDITIONAL INFORMATION	Identifier
Return Reference	SCHEDULE I, PAGE 4, PART IV	ReturnReference
Explanation	ORGANIZATION'S CHARTER SPECIFICALLY IDENTIFIES THE GULF COAST HUMANE SOCIETY AS THE BENEFICIARY OF FUNDS DISTRIBUTED BY THIS ORGANIZATION.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	TENNISON T KEELER	NamePerson

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
WELDER LESHIN LLP
PARTNER	6508	LEGAL SERVICES	true
GOWLAND STREALY MORALES CO PLLC
PRINCIPAL	1500	ACCOUNTING SERVICES	true
FROST BANK
EMPLOYEE	43966	INVESTMENT SERVICES	false

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RELATED PARTY INFORMATION AMONG OFFICERS	FORM 990, PAGE 6, PART VI, LINE 2	RICHARD LESHIN TENNISON KEELER LEGAL SERVICES JERRY SPENCE TENNISON KEELER TAX & ACCOUNTING SERVICES JIMMY VEST TENNISON KEELER TRUST MGMT SERVICES
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE RETURN IS PRESENTED TO THE BOARD BY THE TREASURER, PRIOR TO FILING.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNMENT DOCUMENTS AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
ADDITIONAL INFORMATION	FORM 990, PART XI	PER BEQUEST, CLARA T KEELER ESTATE ON OCTOBER 25, 2010.
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 9	INVESTMENT BASIS ADJUSTMENTS 10,995