Civic Intelligence

The Giant Steps Foundation

990PF • Fiscal year 2016 • EIN 52-2069841

Dec 01, 2015 to Nov 30, 2016 • Filed on Apr 01, 2017

Organization Profile

View Organization Page

c/o MAZARS USA LLP 135 W 50TH STNew York, NY 10020

(650) 483-3553

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.01x

Higher debt load relative to revenue than 16% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

8th percentile

-63%

Higher net margin than 8% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

26th percentile

-2.8%

Faster asset growth than 26% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-51%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$13,401,061

Down $385,748 (-2.8%) from 2015

Net Assets

Down

$13,396,741

Down $390,068 (-2.8%) from 2015

Liabilities

Up

$4,320

Up $4,320 from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin8th percentile

Revenue

Down

$587,321

Down $615,546 (-51%) from 2015

Expenses

Up

$959,180

Up $335,687 (+54%) from 2015

Net Income

Down

-$371,859

Down $951,233 (-164%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $9,222,402Liabilities 2011: $0Net Assets 2011: $9,222,4022011Assets 2012: $10,162,921Liabilities 2012: $12012Assets 2013: $12,235,052Liabilities 2013: $0Net Assets 2013: $12,235,0522013Assets 2014: $13,022,925Liabilities 2014: $0Net Assets 2014: $13,022,9252014Assets 2015: $13,786,809Liabilities 2015: $0Net Assets 2015: $13,786,8092015Assets 2016: $13,401,061Liabilities 2016: $4,320Net Assets 2016: $13,396,7412016Assets 2017: $15,750,793Liabilities 2017: $26,337Net Assets 2017: $15,724,4562017Assets 2018: $15,446,333Liabilities 2018: $21,953Net Assets 2018: $15,424,3802018Assets 2019: $19,296,621Liabilities 2019: $104Net Assets 2019: $19,296,5172019Assets 2020: $20,819,990Liabilities 2020: $0Net Assets 2020: $20,819,9902020Assets 2021: $20,768,083Liabilities 2021: $0Net Assets 2021: $20,768,0832021Assets 2022: $14,682,172Liabilities 2022: $0Net Assets 2022: $14,682,1722022Assets 2023: $15,301,226Liabilities 2023: $0Net Assets 2023: $15,301,2262023Assets 2024: $14,840,591Liabilities 2024: $0Net Assets 2024: $14,840,5912024

Highlighted filing

2016

Assets$13,401,061
Liabilities$4,320
Net Assets$13,396,741
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $298,7252011Revenue 2012: $336,162Expenses 2012: $338,422Net Income 2012: -$2,2602012Expenses 2013: $362,0792013Revenue 2014: $298,932Expenses 2014: $572,057Net Income 2014: -$273,1252014Revenue 2015: $1,202,867Expenses 2015: $623,493Net Income 2015: $579,3742015Revenue 2016: $587,321Expenses 2016: $959,180Net Income 2016: -$371,8592016Revenue 2017: $1,588,089Expenses 2017: $974,912Net Income 2017: $613,1772017Revenue 2018: $1,336,661Expenses 2018: $1,049,639Net Income 2018: $287,0222018Revenue 2019: $2,540,781Expenses 2019: $937,846Net Income 2019: $1,602,9352019Revenue 2020: $1,250,712Expenses 2020: $2,480,959Net Income 2020: -$1,230,2472020Revenue 2021: $2,844,318Expenses 2021: $2,864,127Net Income 2021: -$19,8092021Revenue 2022: $1,965,933Expenses 2022: $1,662,534Net Income 2022: $303,3992022Revenue 2023: $2,031,405Expenses 2023: $1,640,040Net Income 2023: $391,3652023Revenue 2024: $778,354Expenses 2024: $1,570,995Net Income 2024: -$792,6412024

Highlighted filing

2016

Revenue$587,321
Expenses$959,180
Net Income-$371,859
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Apr 1, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER LEEDSPres/Director-$0--
LILO J LEEDSDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPAWSITIVE PERSPECTIVES ASSISTANCE DOGS INCGENERAL SUPPORTPCSAVAGE, MN, US$169,016
Paid GrantJANE GOODALL INSTITUTEBUILDING OUT TCHINDZOULOU ISLANDPCVIENNA, VA, US$100,000
Paid GrantWOMEN'S SPORTS FOUNDATION2016 ANNUAL SALUTEPCEAST MEADOW, NY, US$55,000
Paid GrantHUMANE SOCIETY INTERNATIONALGENERAL SUPPORTPCWASHINGTON, DC, US$50,000
Paid GrantSQUARE PEG FOUNDATIONMATCHING GRANT FOR MOVEMENT METHOD TRAINING PROGRAMPCHALF MOON BAY, CA, US$50,000
Paid GrantWILDLIFE CONSERVATION NETWORKELEPHANT CRISIS FUNDPCSAN FRANCISCO, CA, US$50,000
Paid GrantINTERNATIONAL FUND FOR ANIMAL WELFAREPROTECTION OF SEALS CAMPAIGNPCWASHINGTON, DC, US$50,000
Paid GrantVEGAN OUTREACHDIVERSITY STAFF POSITION AND INNER-CITY VEGAN FESTIVALPCDAVIS, CA, US$37,500
Paid GrantBERKELEY EAST BAY HUMANE SOCIETYLOW INCOME SPAY & NEUTERPCBERKELEY, CA, US$25,000
Paid GrantAMERICAN WILD HORSE PRESERVATION CAMPAIGNWILD HORSE RESCUEPCDAVIS, CA, US$25,000
Paid GrantPENINSULA HUMANE SOCIETY & SPCARABBIT ADOPTION WARREN IN MEMORY OF SMUDGE BUNNY LEEDS; TOP DOG SPONSORSHIPPCSAN MATEO, CA, US$17,000
Paid GrantNATIONAL DISASTER SEARCH DOG FOUNDATIONRECRUITING & TRAINING DOGSPCOJAI, CA, US$15,000
Paid GrantBEST FRIENDS ANIMAL SOCIETYHORSE RESCUEPCKANAB, UT, US$15,000
Paid GrantFIXNATIONSPAY/NEUTER HOMELESS/FERAL CATS IN LAPCLOS ANGELES, CA, US$15,000
Paid GrantTRIPS FOR KIDS MARINmountain bike rides EARN A BIKE JOB TRAINING AND MOBILE BIKE WORKSHOPSPCMILL VALLEY, CA, US$10,000
Paid GrantWILDCARENATURE EDUCATION, WILDLIFE REHABILITATION AND COMMUNITY OUTREACHPCSAN RAFAEL, CA, US$10,000
Paid GrantMARIN HUMANE SOCIETYPENPALS PROGRAMPCNOVATO, CA, US$10,000
Paid GrantLEAST RESISTANCE TRAINING CONCEPTS INCCHILLY PEPPER MIRACLE MUSTANG FOR GENERAL SUPPORT & VET CAREPCSTAGECOACH, NV, US$7,500
Paid GrantWOMEN DONORS NETWORKDEVELOPMENT OF ISSUES OF PROGRESSIVE PHILANTHROPYPCSAN FRANCISCO, CA, US$5,000
Paid GrantINTO THE LIGHT HORSE RESCUE & SANCTUARYGENERAL SUPPORT & VET BILLSPCSAN JOSE, CA, US$4,000
Paid GrantKANES KRUSADE INCMATCHING GRANTPCEAST LONGMEADOW, MA, US$2,500
Filing and Contact Details

Filer

Filer Name
The Giant Steps Foundation
EIN
52-2069841
In Care Of
% LORING WOLCOTT & COOLIDGE
Phone
6504833553
Address
c/o MAZARS USA LLP 135 W 50TH ST, NEW YORK, NY 10020

Signing Officer

Name
Jennifer R Leeds
Title
President
Phone
2123756674
Signed
2017-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Mazars USA Llp
Address
135 WEST 50TH STREET, NEW YORK, NY 10020
Preparer
Mark C Peltz
Phone
2128127000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3102917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt494445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-34935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-33277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-8313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-3383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt968262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1042694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1120035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-3729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-16282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-1132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-18370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-11493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-6597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-30152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-4470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2056675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2132311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2218099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2339934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2440682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2633537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt239206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4111329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5170823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt631577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt732071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt89251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt972899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10120909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1196178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1243967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1312366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1425834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1629262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1723067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1813444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19118232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20127929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21148189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22132538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2349285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2451025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2551901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28123859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.425 SHS JOHNSON CONTROLS INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SELF HELP CREDIT UNION (DURHAM NC) CD .75%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2390 SHS FISERV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3245 SHS INTUIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41835 SHS STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51150 SHS AIR PRODUCTS & CHEMICALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61280 SHS CREE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71300 SHS CREE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8375 SHS CREE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92955 SHS CREE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102200 SHS QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111750 SHS QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12800 SHS QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13225 SHS QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14980 SHS DISCOVERY COMMUNICATIONS-A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1580 SHS DISCOVERY COMMUNICATIONS-A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161110 SHS DISCOVERY COMMUNICATIONS-A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17875 SHS DISCOVERY COMMUNICATIONS-A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18510 SHS DISCOVERY COMMUNICATIONS-A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc194485 SHS DISCOVERY COMMUNICATIONS-A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc202785 SHS JOHNSON CONTROLS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc212225 SHS ARM HOLDINGS PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc221990 SHS ARM HOLDINGS PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23740 SHS ARM HOLDINGS PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24435 SHS APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25440 SHS APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26VESTAS WIND SYSTEMS A S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27SELF-HELP CREDIT UNION CD 1.25% DUE 10/16/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc281075 SHS PRAXAIR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29.7 SHS ADIENT PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30NORTEL NETWORKS CORP - CLASS ACTION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31SUNPOWER CORP CL A - CLASS ACTION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212016-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222016-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232016-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252016-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt292016-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt302015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt312016-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0424092
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-371859
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt018209
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013414950
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013786809
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013396741
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0657758
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0657758
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0657758
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0663161
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05403
IRS990PF/DistributableAmountGrp/TotalTaxAmt05403
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09918
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05403
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05403
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05403
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09918
IRS990PF/FMVAssetsEOYAmt013400961
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt04320
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0500335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0750987
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0750987
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010642349
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010251404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010251304
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01692
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0808057
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0800487
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0800487
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013786809
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013396741
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01834376
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01298856
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01298856
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013786809
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013401061
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013400961
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04320
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013786809
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013401061
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013786809
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013396741
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0299327
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0299327
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013465206
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0-3893
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013469099
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0201978
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0663161
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013263228
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013465206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JENNIFER LEEDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LILO J LEEDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o MAZARS USA LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O MAZARS USA LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,401,061
Liabilities
$4,320
Net assets
$13,396,741
Revenue
$587,321
Expenses
$959,180
Net income
-$371,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.78$1.57$0.79
2023Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$2.03$1.64$0.39
2022Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$1.97$1.66$0.30
2021Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$2.84$2.86$0.02
2020Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$1.25$2.48$1.23
2019Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$2.54$0.94$1.60
2018Detailed filing. Detailed filing data is available for this year.$15.4$0.02$15.4$1.34$1.05$0.29
2017Detailed filing. Detailed filing data is available for this year.$15.8$0.03$15.7$1.59$0.97$0.61
2016Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.59$0.96$0.37
2015Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$1.20$0.62$0.58
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.30$0.57$0.27
2013Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.36
2012Summary only. Only limited summary data is available for this year.$10.2$0.00$0.34$0.34$0.00
2011Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$0.30