CRITIC SEES LTD: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CRITIC SEES LTD (EIN 47-4632174)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-09
IRS object ID
202242219349100114
Schema version
2021v4.2
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)
Return2022-08-09T12:20:59-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271957427PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PATHSTONE FAMILY OFFICEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 52047AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474632174EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CRITIC SEES LTDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRITBusinessNameControlTxt
Phone2126432036PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 WEST END AVENUE 2BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD SELIGMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2126432036PhoneNum
Signature2022-08-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHOWARDPersonFirstNm
Person LastSELIGMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN PEAKEPreparerPersonNm
PTINP01671561PTIN
Phone4045920180PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,691,258FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$80,675ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$25,708InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,085InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$15,085InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$36,540DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,203DividendsNetInvstIncmAmt
Dividends Adj Net Incm$30,203DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$82,983NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,105,557GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,983CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$8,716NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$225,906TotalRevAndExpnssAmt
Total Net Invst Incm$128,271TotalNetInvstIncmAmt
Total Adj Net Incm$54,004TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$65,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$65,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$259,307OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$259,307OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$404PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$404PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,500AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,746OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,746OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$4,746OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,147TaxesRevAndExpnssAmt
Taxes Net Invst Incm$89TaxesNetInvstIncmAmt
Taxes Adj Net Incm$89TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$16,179TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$895TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$895TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,008PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$1,008PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$167,664OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$167,664OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$518,671TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,335TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$6,335TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$510,457TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$518,671TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,335TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$6,335TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$510,457TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$292,765ExcessRevenueOverExpensesAmt
Net Investment Income$121,936NetInvestmentIncomeAmt
Adjusted Net Income$47,669AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$149,865CashBOYAmt
Cash EOY$218,937CashEOYAmt
Cash EOYFMV$218,937CashEOYFMVAmt
US Government Obligations BOY$368,824USGovernmentObligationsBOYAmt
US Government Obligations EOY$317,658USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$333,352USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,016,401CorporateStockBOYAmt
Corporate Stock EOY$760,528CorporateStockEOYAmt
Corporate Stock EOYFMV$827,402CorporateStockEOYFMVAmt
Corporate Bonds BOY$304,460CorporateBondsBOYAmt
Corporate Bonds EOY$306,383CorporateBondsEOYAmt
Corporate Bonds EOYFMV$311,567CorporateBondsEOYFMVAmt
Total Assets BOY$1,839,550TotalAssetsBOYAmt
Total Assets EOY$1,603,506TotalAssetsEOYAmt
Total Assets EOYFMV$1,691,258TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,839,550NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,603,506NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,839,550TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,603,506TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,839,550TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,603,506TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,839,550TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$292,765ExcessRevenueOverExpensesAmt
Other Increases$56,721OtherIncreasesAmt
Subtotal$1,603,506SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,603,506TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY - 1789 ST COVEREDP$5,541$5,622-$81-$81
FIDELITY - 1789 LT COVEREDP$204,412$194,025$10,387$10,387
FIDELITY - 3272 ST COVEREDP$248,115$239,318$8,797$8,797
FIDELITY - 3272 LT COVEREDP$643,770$583,609$60,161$60,161
CAPITAL DIVIDENDSP$3,719$3,719$3,719
FieldValueIRS element (for citing)
Capital Gain Net Income$82,983CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$8,716NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,695InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,695SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,695TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,480EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$700ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,180TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$485OverpaymentAmt
Applied To ES Tax$485AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.4COLUMNS.ORGWebsiteAddressTxt
Individual With BooksJULIE EVANOFFIndividualWithBooksNm
Phone2126432036PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 WEST END AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET SUNDELL
520 WEST END AVENUENEW YORKNY10024PRESIDENT30.00$65,000$0$0
REINALDO LADDAGA
520 WEST END AVENUENEW YORKNY10024SECRETARY3.00$0$0$0
JULIE EVANOFF
500 WEST END AVENUENEW YORKNY10024TREASURER10.00$11,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
BRIAN PARKS
24 PROSPECT PLACEBROOKLYNNY11217EDITOR40.00$61,800$0$0
ANIA SZREMSKI
68-10 FOREST AVE 2DRIDGEWOODNY11385MANAGING EDITOR40.00$61,800$0$0
MELISSA ANDERSON
394 LINCOLN PLACE C3BROOKLYNNY11238FILM EDITOR30.00$61,800$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION AIMS TO HONOR AND SUPPORT THE INDISPENSIBLE ROLE THAT CRITICISM PLAYS IN MAINTAINIG A VIBRANT CULTURE OF THE ARTS AND TO PROMOTE EXCELLENCE IN CRITICISM AS A LITERARY FORM IN ITS OWN RIGHT AT THE MOMENT WHEN THE INTERNET IS INCREASINGLY THE DOMINANT OUTLET FOR CRITICS AND CRITICISM. TO ACHIEVE THIS, THE ORGANIZATION WILL PUBLISH A CULTURAL CRITICISM BLOG THAT WILL UTILIZE THE RESOURCES OF ONLINE TECHNOLOGY BUT IN A MANNER THAT REDRESSES SHORTCOMINGS IN THE FILED.Description1Txt
Expenses1$510,362Expenses1Amt

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$1,660,165AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$128,253AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,788,418TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,788,418AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,826CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,761,592NetVlNoncharitableAssetsAmt
Minimum Investment Return$88,080MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$510,457ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$510,457QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$47,669CurrentYearAmt
Year1$57,703Year1Amt
Year2$62,023Year2Amt
Year3$119,970Year3Amt
Total$287,365TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$40,519CurrentYearAmt
Year1$49,048Year1Amt
Year2$52,720Year2Amt
Year3$101,975Year3Amt
Total$244,260TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$510,457CurrentYearAmt
Year1$529,735Year1Amt
Year2$500,556Year2Amt
Year3$213,266Year3Amt
Total$1,754,014TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$510,457CurrentYearAmt
Year1$529,735Year1Amt
Year2$500,556Year2Amt
Year3$213,266Year3Amt
Total$1,754,014TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$1,132,770CurrentYearAmt
Year1$1,992,034Year1Amt
Year2$2,185,498Year2Amt
Year3$2,399,406Year3Amt
Total$7,709,708TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$1,132,770CurrentYearAmt
Year1$1,992,034Year1Amt
Year2$2,185,498Year2Amt
Year3$2,399,406Year3Amt
Total$7,709,708TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,708ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,540ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$82,983ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$145,231ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$145,231TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MARGARET SUNDELL
1520 WEST END AVENUENEW YORKNY10024$80,000Yes (X)
JULIE EVANOFF
2520 WEST END AVENUENEW YORKNY10024$675Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Adjusted Net Income$1,500AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$306,383EOYBookValueAmt
EOYFMV$311,567EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockACTIVELY MANAGED PORTFOLIO (FIDELITY)StockNm
EOY Book Value$760,528EOYBookValueAmt
EOYFMV$827,402EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$317,658USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$333,352USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$4,422$0$0$4,422
INSURANCE$906$0$0$906
CONSULTING FEES$160,434$0$0$160,434
FEES & LICENSES$95$0$0$95
UTILITIES$1,807$0$0$1,807

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN/LOSS$50,582
BOOK V TAX INCOME ADJUSTMENTS$6,139

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$4,746Amt
Net Investment Income$4,746NetInvestmentIncomeAmt
Adjusted Net Income$4,746AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$89$89$89$0
PAYROLL TAXES$16,179$0$0$16,179
TAXES PAID FOR PRIOR YEAR$399$0$0$0
ESTIMATED TAX PAYMENTS$1,480$0$0$0

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