STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

SEVEN TURNS FUND INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SEVEN TURNS FUND INC (EIN 20-3992304)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-08-26
IRS object ID
202102389349101110
Schema version
2019v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-26T16:12:52-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203992304EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEVEN TURNS FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEVEBusinessNameControlTxt
Phone2122970400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO BNLY GRP LLC 2150 BROADWAY PH2AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAIZA RIZAVIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2122970400PhoneNum
Signature2021-07-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS CHANPreparerPersonNm
PTINP00435176PTIN
Phone2122970400PhoneNum
Preparation2021-07-16PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,514,440FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,112,152ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,765DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,765DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,948,585NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,556,259GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,477,115CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,065,502TotalRevAndExpnssAmt
Total Net Invst Incm$6,481,880TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$53,534TaxesRevAndExpnssAmt
Taxes Net Invst Incm$534TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$53,534TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$534TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,360,852ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,360,852ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,414,386TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$534TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,360,852TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,651,116ExcessRevenueOverExpensesAmt
Net Investment Income$6,481,346NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$35,416SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$150,425SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$150,425SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,124,928CorporateStockBOYAmt
Corporate Stock EOY$4,661,035CorporateStockEOYAmt
Corporate Stock EOYFMV$9,364,015CorporateStockEOYFMVAmt
Total Assets BOY$3,160,344TotalAssetsBOYAmt
Total Assets EOY$4,811,460TotalAssetsEOYAmt
Total Assets EOYFMV$9,514,440TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,160,344RetainedEarningBOYAmt
Retained Earning EOY$4,811,460RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,160,344TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,811,460TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,160,344TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,811,460TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,160,344TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,651,116ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,811,460SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,811,460TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
REALIZED GAIN - GGHC$5,543,544$604,741$4,938,803$4,938,803
REALIZED GAIN - GGHC$3,012,715$1,474,403$1,538,312$1,538,312
FieldValueIRS element (for citing)
Capital Gain Net Income$6,477,115CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,950,971AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,806,362NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.613972DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,834,122AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,611,135NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.326872DistributionYr2Rt
Adjusted Qlfy Distri Yr3$761,134AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,266,095NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.178415DistributionYr3Rt
Adjusted Qlfy Distri Yr4$535,076AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,276,166NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.163324DistributionYr4Rt
Adjusted Qlfy Distri Yr5$515,444AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,019,087NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.128249DistributionYr5Rt
Total Distribution1.410832TotalDistributionRt
Average Distribution0.282166AverageDistributionRt
Net Vl Noncharitable Assets$7,153,585NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,018,498AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$64,813NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,083,311AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,360,852QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$64,813InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$64,813SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$64,813TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$26,364EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$104,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$130,364TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$315EsPenaltyAmt
Overpayment$65,236OverpaymentAmt
Applied To ES Tax$65,236AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JONATHAN FRIEDLANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2122970400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O BNLY GRP LLC 2150 BROADWAY PH2AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DARA METZ
C/O BNLY GROUP LLC 2150 BROADWAYPH2ANEW YORKNY10012DIRECTOR1.00$0$0$0
JONATHAN FRIEDLAND
C/O BNLY GROUP LLC 2150 BROADWAYPH2ANEW YORKNY10023DIRECTOR1.00$0$0$0
SHAIZA RIZAVI
C/O BNLY GROUP LLC 2150 BROADWAYPH2ANEW YORKNY10023DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,134,294AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$128,229AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,262,523TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,262,523AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$108,938CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,153,585NetVlNoncharitableAssetsAmt
Minimum Investment Return$357,679MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$357,679MinimumInvestmentReturnAmt
Tax Based On Investment Income$64,813TaxBasedOnInvestmentIncomeAmt
Total Tax$64,813TotalTaxAmt
Distributable Before Adj$292,866DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$292,866DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$292,866DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,360,852ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,360,852QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$64,813PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,296,039AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$292,866DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$314,606ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$376,712ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$560,301ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,598,891ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,762,529ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,613,039TotalExcessDistributionCyovAmt
Qualifying Distributions$7,360,852QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$292,866AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,067,986RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$12,681,025TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$314,606ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,366,419ExcessDistriCyovToNextYrAmt
Excess From Year4$376,712ExcessFromYear4Amt
Excess From Year3$560,301ExcessFromYear3Amt
Excess From Year2$1,598,891ExcessFromYear2Amt
Excess From Year1$2,762,529ExcessFromYear1Amt
Excess From Current Year$7,067,986ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJONATHAN FRIEDLANDContributingManagerNm
Contributing ManagerSHAIZA RIZAVIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
ABACO WINDING BAY RELIEF FUND INC
100 S POINTE DR SUITE 2305MIAMI BEACHFL33139PCFOR DONEE'S EXEMPT PURPOSE$1,000
ACUMEN FUND INC
40 WORTH STREET SUITE 303NEW YORKNY10013PCFOR DONEE'S EXEMPT PURPOSE$1,400,000
AMERICAN MUSEUM OF NATURAL HISTORY INC
CENTRAL PARK WEST AT 79TH STNEW YORKNY10024PCFOR DONEE'S EXEMPT PURPOSE$1,340,000
ASIA ART ARCHIVE IN AMERICA INC
43 REMSEN STREETBROOKLYNNY10150PCFOR DONEE'S EXEMPT PURPOSE$10,000
ASIA SOCIETY
725 PARK AVENUENEW YORKNY10021PCFOR DONEE'S EXEMPT PURPOSE$540
CALHOUN SCHOOL INC
433 W END AVENEW YORKNY10024PCFOR DONEE'S EXEMPT PURPOSE$185,000
CATSKILL MOUNTAINKEEPER INC
47B MAIN STREET LIVINGSTON MANORNEW YORKNY12758PCFOR DONEE'S EXEMPT PURPOSE$20,000
CHAI LIFELINE INC
151 WEST 30TH STREETNEW YORKNY10001PCFOR DONEE'S EXEMPT PURPOSE$2,000
CLASSROOM INC
245 5TH AVENEW YORKNY10016PCFOR DONEE'S EXEMPT PURPOSE$35,000
COLUMBIA UNIVERSITY
116TH STREET BROADWAYNEW YORKNY10027PCFOR DONEE'S EXEMPT PURPOSE$200,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104PCFOR DONEE'S EXEMPT PURPOSE$250,000
FUND FOR THE CITY OF NEW YORK
121 SIXTH AVENUE 6TH FLNEW YORKNY10013PCFOR DONEE'S EXEMPT PURPOSE$5,000
GENEQUALITY INC
200 W 85TH ST AOT 4FNEW YORKNY10024PCFOR DONEE'S EXEMPT PURPOSE$5,000
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
49 WEST 45TH STREET 6TH FLNEW YORKNY10036PCFOR DONEE'S EXEMPT PURPOSE$430,000
HAWKEN SCHOOL
PO BOX 8002 COUNTY LINE ROADGATES HILLOH44040PCFOR DONEE'S EXEMPT PURPOSE$300,000
IDEOORG
100 FOREST AVENUEPALO ALTOCA94301PCFOR DONEE'S EXEMPT PURPOSE$10,100
JUST VISION
1250 H STREET NW SUITE 300WASHINGTONDC20005PCFOR DONEE'S EXEMPT PURPOSE$100,000
LSA FAMILY HEALTH SERVICE
333 E 115TH STNEW YORKNY10029PCFOR DONEE'S EXEMPT PURPOSE$10,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065PCFOR DONEE'S EXEMPT PURPOSE$5,000
METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028PCFOR DONEE'S EXEMPT PURPOSE$6,500
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREETNEW YORKNY10011PCFOR DONEE'S EXEMPT PURPOSE$292,167
NEW YORK COMMON PANTRY
8 E 109TH STNEW YORKNY10029PCFOR DONEE'S EXEMPT PURPOSE$10,000
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024PCFOR DONEE'S EXEMPT PURPOSE$16,000
PERDEV PERCEPTUAL DEVELOPMENT CENTER
441 WEST END AVE 1KNEW YORKNY10024PCFOR DONEE'S EXEMPT PURPOSE$100,000
PROFESSIONAL CHILDREN'S SCHOOL
132 W 60TH STNEW YORKNY10023PCFOR DONEE'S EXEMPT PURPOSE$5,000
RESTORE NYC INC
PO BOX 1003NEW YORKNY10274PCFOR DONEE'S EXEMPT PURPOSE$25,000
ROSHNI RESEARCH & DEVELOPMENT WELFARE ORGANIZATION
PCFOR DONEE'S EXEMPT PURPOSE$10,045ZAMZAMA BOLUVERD DHA PHASE-VKARACHISINDHPK
SCHUYLKILL COUNTY COUNCIL FOR THE ARTS
1440 MAHANTONGO STPOTTSVILLEPA17901PCFOR DONEE'S EXEMPT PURPOSE$2,500
SCHUYLKILL COUNTY HISTORICAL SOCIETY
305 N CENTRE STPOTTSVILLEPA17901PCFOR DONEE'S EXEMPT PURPOSE$10,000
SEEDS OF PEACE
370 LEXINGTON AVE STE 1201NEW YORKNY10017PCFOR DONEE'S EXEMPT PURPOSE$250,000
THE DOE FUND
345 E 102ND ST 305NEW YORKNY10029PCFOR DONEE'S EXEMPT PURPOSE$10,000
TIDES FOUNDATION
1012 TORNEY AVENUESAN FRANCISCOCA94129PCFOR DONEE'S EXEMPT PURPOSE$10,000
UNITARIAN CHURCH OF ALL SOULS
1157 LEXINGTON AVENEW YORKNY10075PCFOR DONEE'S EXEMPT PURPOSE$40,000
UNRWA
1875 K ST NW FOURTH FLOORWASHINGTONDC20006PCFOR DONEE'S EXEMPT PURPOSE$5,000
VANDERBILT UNIVERSITY
2301 VANDERBILT PLNASHVILLETN37240PCFOR DONEE'S EXEMPT PURPOSE$600,000
VASSAR COLLEGE
124 RAYMOND AVEPOUGHKEEPSIENY12604PCFOR DONEE'S EXEMPT PURPOSE$650,000
WEILL CORNELL MEDICINE
1300 YORK AVENEW YORKNY10065PCFOR DONEE'S EXEMPT PURPOSE$1,000,000
YOU CAN VOTE
902 BROAD STREETDURHAMNC27705PCFOR DONEE'S EXEMPT PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,360,852TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,765ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,948,585ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,953,350ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,953,350TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementNONERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHAIZA RIZAVI AND JONATHAN FRIEDLANDBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O BNLY GRP LLC 2150 BROADWAY PH2AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,112,152TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyDONATED STOCKSNoncashPropertyDesc
Fair Market Value$6,112,152FairMarketValueAmt
Received2020-11-30ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$4,661,035EOYBookValueAmt
EOYFMV$9,364,015EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$534$534$0
EXCISE TAX$53,000$0$0