Totals
- Total revenue
- $1,586
- Total expenses
- $0
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $1,586
- Other revenue
- $0
- Total assets, end of year
- $356,648
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $356,648
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $1,586 · excluded $1,586
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $9,225,567 · end of year $356,648
-
4 · Accounts receivable
beginning of year $968,612
-
9 · Prepaid expenses and deferred charges
beginning of year $102,079
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10c · Land, buildings and equipment, net
beginning of year $966,198
-
11 · Investments: publicly traded securities
beginning of year $736,087
-
17 · Accounts payable and accrued expenses
beginning of year $172,618
-
19 · Deferred revenue
beginning of year $2,782,375
-
25 · Other liabilities
beginning of year $587,790 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $8,100,698 · end of year $50,223
-
28 · Net assets with donor restrictions
beginning of year $355,062 · end of year $306,425
Mission and programs · 2022
Mission
THE MISSION OF THE GRAHAM CENTER IS TO PURSUE ACTIVITIES THAT ENCOURAGE AND PROMOTE INTEGRITY, PROFESSIONALISM, AND SOCIAL GOOD IN THE SECURITY ANALYSIS AND INVESTMENT MANAGEMENT FIELDS FOR THE ULTIMATE BENEFIT OF SOCIETY.
Activities or mission (Part I)
SEE SCHEDULE O
-
SEE SCHEDULE O
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Thomas Brigandi CFATHOMAS BRIGANDI CFA
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
David Allen CFADAVID ALLEN CFA
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Andrew Auslander CFA FrmANDREW AUSLANDER CFA FRM
TREASURER
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Marya Ann Savola CFA MBAMARYA ANN SAVOLA CFA MBA
SECRETARY
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Sanjay Arora CFA Cma AcaSANJAY ARORA CFA CMA ACA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Ken D'Souza CFAKEN D'SOUZA CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Amelie Derosne CFAAMELIE DEROSNE CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Caroline Busby CFACAROLINE BUSBY CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Kelly Ye CFAKELLY YE CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Arthur Fliegelman CFAARTHUR FLIEGELMAN CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Katrina Dudley CFAKATRINA DUDLEY CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Paulina Rogawski Tep CrpcPAULINA ROGAWSKI TEP CRPC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Sammy Suzuki CFASAMMY SUZUKI CFA
FORMER DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Deepika Sharma CFADEEPIKA SHARMA CFA
FORMER DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(6) · MEMBERSHIP ORG · NY
Directly controlled by CFA SOCIETY NEW YORK INC
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
$8,100,698
Disposition · CFA SOCIETY NEW YORK, INC. · Sep 1, 2022 · 501(C)(6)
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 24 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401229349301130
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