SEVEN TURNS FUND INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SEVEN TURNS FUND INC (EIN 20-3992304)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-07-16
- IRS object ID
- 202441989349100519
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-16T13:28:42-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203992304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEVEN TURNS FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEVE | BusinessNameControlTxt |
| Phone | 2122970400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BNLY GRP LLC 2150 BROADWAY PH2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAIZA RIZAVI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2122970400 | PhoneNum |
| Signature | 2024-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHAIZA | PersonFirstNm |
| Person Last | RIZAVI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS CHAN | PreparerPersonNm |
| PTIN | P00435176 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2024-06-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,316,015 | 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 | $1,998,315 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,744 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$179,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,057 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,821,504 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,801 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $393 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $393 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,954,451 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,954,451 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,954,844 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,954,451 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,133,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,408 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,179 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,159 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,159 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,402,838 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,083,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,312,856 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,408,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,086,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,316,015 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,408,017 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,086,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,408,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,086,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,408,017 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,086,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,408,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,133,340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,032 | OtherIncreasesAmt |
| Subtotal | $3,312,709 | SubtotalAmt |
| Other Decreases | $1,226,474 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,086,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $76,471 | $31,482 | $44,989 | $44,989 |
| PUBLICLY TRADED SECURITIES | P | $28,752 | $27,684 | $1,068 | $1,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,057 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $673 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $673 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,327 | OverpaymentAmt |
| Applied To ES Tax | $9,327 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN FRIEDLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122970400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BNLY GRP LLC 2150 BROADWAY PH2A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DARA METZ | |||||||||
| C/O BNLY GROUP LLC 2150 BROADWAY | PH2A | NEW YORK | NY | 10012 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JONATHAN FRIEDLAND | |||||||||
| C/O BNLY GROUP LLC 2150 BROADWAY | PH2A | NEW YORK | NY | 10023 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHAIZA RIZAVI | |||||||||
| C/O BNLY GROUP LLC 2150 BROADWAY | PH2A | NEW YORK | NY | 10023 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,668,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,671,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,671,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,631,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $131,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $673 | TotalTaxAmt |
| Distributable Before Adj | $130,913 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,913 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,913 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,954,451 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,954,451 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,913 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,598,891 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,762,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,067,986 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,264,340 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $549,683 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,243,429 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,954,451 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,913 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,823,538 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,066,967 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,598,891 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,468,076 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,762,529 | ExcessFromYear4Amt |
| Excess From Year3 | $7,067,986 | ExcessFromYear3Amt |
| Excess From Year2 | $5,264,340 | ExcessFromYear2Amt |
| Excess From Year1 | $549,683 | ExcessFromYear1Amt |
| Excess From Current Year | $2,823,538 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN FRIEDLAND | ContributingManagerNm |
| Contributing Manager | SHAIZA RIZAVI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER USA | ||||||||||
| 1 WHITEHALL ST 2ND | NEW YORK | NY | 10004 | PC | FOR DONEE'S EXEMPT PURPOSE | $10,253 | ||||
| ACUMEN FUND INC | ||||||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | FOR DONEE'S EXEMPT PURPOSE | $1,502,160 | ||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||
| CENTRAL PARK WEST AT 79TH ST | NEW YORK | NY | 10024 | PC | FOR DONEE'S EXEMPT PURPOSE | $847,693 | ||||
| ASIA ART ARCHIVE IN AMERICA INC | ||||||||||
| 43 REMSEN STREET | BROOKLYN | NY | 10150 | PC | FOR DONEE'S EXEMPT PURPOSE | $2,500 | ||||
| CATSKILL ART SOCIETY INC | ||||||||||
| 48 MAIN ST | LIVINGSTON MANOR | NY | 12758 | PC | FOR DONEE'S EXEMPT PURPOSE | $5,000 | ||||
| CATSKILL FLY FISHING CENTER | ||||||||||
| PO BOX 1295 | LIVINGSTN MNR | NY | 12758 | PC | FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PC | FOR DONEE'S EXEMPT PURPOSE | $35,384 | ||||
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | ||||||||||
| 49 WEST 45TH STREET 6TH FL | NEW YORK | NY | 10036 | PC | FOR DONEE'S EXEMPT PURPOSE | $10,128 | ||||
| KIPP FOUNDATION | ||||||||||
| 135 MAIN STREET SUITE 1875 | SAN FRANSICO | CA | 94105 | PC | FOR DONEE'S EXEMPT PURPOSE | $1,000 | ||||
| NEW YORK HISTORICAL SOCIETY | ||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | FOR DONEE'S EXEMPT PURPOSE | $17,000 | ||||
| NEW YORK PUBLIC LIBRARY | ||||||||||
| 445 FIFTH AVE 3RD FL | NEW YORK | NY | 10016 | PC | FOR DONEE'S EXEMPT PURPOSE | $1,500 | ||||
| NYU TISCH SCHOOL OF THE ARTS | ||||||||||
| 721 BROADWAY | NEW YORK | NY | 10003 | PC | FOR DONEE'S EXEMPT PURPOSE | $17,500 | ||||
| NORTHSHORE UNIVERSITY HEALTH SYSTEM | ||||||||||
| 1001 UNIVERSITY PLACE SUITE 248 | EVANSTON | IL | 60201 | PC | FOR DONEE'S EXEMPT PURPOSE | $100,537 | ||||
| ST LUKE'S CHAMBER ENSEMBLE INC | ||||||||||
| 450 WEST 37TH STREET | NEW YORK | NY | 10018 | PC | FOR DONEE'S EXEMPT PURPOSE | $10,115 | ||||
| ROSHNI RESEARCH & DEVELOPMENT WELFARE ORGANIZATION | ||||||||||
| NC | THE GRANT IS USED TO OPERATE A 24-HOUR NATIONWIDE HELPLINE IN PAKISTAN FOR REPORTING MISSING CHILDREN CASES, AND CONDUCT SEARCH AND RECOVERY OPERATIONS THROUGH OUR NETWORK OF VOLUNTEERS AND IN COLLABORATION WITH LAW ENFORCEMENT AGENCIES. | $10,000 | OFFICE NO B-14 BLOCK A KAZIMABAD | MODEL COLONY DISTRICT MALIR | KARACHI | PK | ||||
| SAVANNAH MUSIC FESTIVAL | ||||||||||
| 200 E ST JULIAN ST SUITE | SAVANNAH | GA | 31401 | PC | FOR DONEE'S EXEMPT PURPOSE | $10,000 | ||||
| SEEDS OF PEACE | ||||||||||
| 370 LEXINGTON AVENUE STE 201 | NEW YORK | NY | 10017 | PC | FOR DONEE'S EXEMPT PURPOSE | $254,842 | ||||
| THE METROPOLITAN MUSEUM OF ART | ||||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | PC | FOR DONEE'S EXEMPT PURPOSE | $5,000 | ||||
| VASSAR COLLEGE | ||||||||||
| BOX 725 161 COLLEGE AVENUE | POUGHKEEPSIE | NY | 12603 | PC | FOR DONEE'S EXEMPT PURPOSE | $112,839 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,954,451 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$179,555 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$176,811 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$176,811 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAIZA RIZAVI AND JONATHAN FRIEDLAND | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BNLY GRP LLC 2150 BROADWAY PH2A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,998,315 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | DONATED SECURTIES | NoncashPropertyDesc |
| Fair Market Value | $1,998,315 | FairMarketValueAmt |
| Received | 2022-12-27 | ReceivedDt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSHNI RESEARCH & DEVELOPMENT WELFARE ORGANIZATION | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICE NO B-14 BLOCK A KAZIMABAD | AddressLine1Txt |
| Address Line2 | MODEL COLONY DISTRICT MALIR | AddressLine2Txt |
| City | KARACHI | CityNm |
| Country | PK | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-10-23 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | THE GRANT IS USED TO OPERATE A 24-HOUR NATIONWIDE HELPLINE IN PAKISTAN FOR REPORTING MISSING CHILDREN CASES, AND CONDUCT SEARCH AND RECOVERY OPERATIONS THROUGH OUR NETWORK OF VOLUNTEERS AND IN COLLABORATION WITH LAW ENFORCEMENT AGENCIES. | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | THE ORGANIZATION HAS NO REASON TO BELIEVE THAT THERE WERE ANY DIVERSIONS. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 06/21/2024 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE ORGANIZATION HAS NO REASON TO BELIEVE THAT GRANTS ARE BEING USED FOR ANY PURPOSES OTHER THAN THEIR INTENDED USE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,083,076 | EOYBookValueAmt |
| EOYFMV | $2,312,856 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJ ON GIFTED DONATED SECURITIES | Desc |
| Amt | $1,226,474 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJ ON SALE OF DONATED SECURITIES | Desc |
| Amt | $38,032 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $393 | Amt |
| Net Investment Income | $393 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |