Civic Intelligence

The Arthur and Phyllis Milton Foundation Inc

990PF • Fiscal year 2018 • EIN 13-3922759

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

Organization Profile
425 East 58th Street No 43ANew York, NY 10022

(212) 355-7770

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$614,454

Flat from 2018

Net Assets

Flat

$614,454

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$86,399

Flat from 2018

Expenses

Flat

$227,211

Flat from 2018

Net Income

Flat

-$140,812

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,610,960Liabilities 2010: $0Net Assets 2010: $2,610,9602010Assets 2011: $1,542,647Liabilities 2011: $0Net Assets 2011: $1,542,6472011Assets 2012: $1,503,350Liabilities 2012: $0Net Assets 2012: $1,503,3502012Assets 2013: $1,354,303Liabilities 2013: $0Net Assets 2013: $1,354,3032013Assets 2014: $1,194,046Liabilities 2014: $0Net Assets 2014: $1,194,0462014Assets 2015: $1,112,452Liabilities 2015: $0Net Assets 2015: $1,112,4522015Assets 2016: $989,834Liabilities 2016: $0Net Assets 2016: $989,8342016Assets 2017: $757,489Liabilities 2017: $0Net Assets 2017: $757,4892017Assets 2018: $614,454Liabilities 2018: $0Net Assets 2018: $614,4542018Assets 2018: $614,454Liabilities 2018: $0Net Assets 2018: $614,4542018Assets 2019: $555,619Liabilities 2019: $0Net Assets 2019: $555,6192019Assets 2020: $516,053Liabilities 2020: $0Net Assets 2020: $516,0532020Assets 2021: $531,217Liabilities 2021: $0Net Assets 2021: $531,2172021Assets 2022: $565,218Liabilities 2022: $0Net Assets 2022: $565,2182022Assets 2023: $571,474Liabilities 2023: $0Net Assets 2023: $571,4742023Assets 2024: $623,146Liabilities 2024: $0Net Assets 2024: $623,1462024

Highlighted filing

2018

Assets$614,454
Liabilities$0
Net Assets$614,454
Open 2018 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $227,4702010Expenses 2011: $1,224,5962011Expenses 2012: $247,3872012Revenue 2013: $87,437Expenses 2013: $236,484Net Income 2013: -$149,0472013Revenue 2014: $80,464Expenses 2014: $240,721Net Income 2014: -$160,2572014Revenue 2015: $169,513Expenses 2015: $251,107Net Income 2015: -$81,5942015Revenue 2016: $124,164Expenses 2016: $246,782Net Income 2016: -$122,6182016Revenue 2017: $49,181Expenses 2017: $280,324Net Income 2017: -$231,1432017Revenue 2018: $86,399Expenses 2018: $227,211Net Income 2018: -$140,8122018Revenue 2018: $86,399Expenses 2018: $227,211Net Income 2018: -$140,8122018Revenue 2019: $50,489Expenses 2019: $104,826Net Income 2019: -$54,3372019Revenue 2020: $37,115Expenses 2020: $74,208Net Income 2020: -$37,0932020Revenue 2021: $42,272Expenses 2021: $23,695Net Income 2021: $18,5772021Revenue 2022: $57,932Expenses 2022: $22,067Net Income 2022: $35,8652022Revenue 2023: $35,457Expenses 2023: $25,402Net Income 2023: $10,0552023Revenue 2024: $67,574Expenses 2024: $14,069Net Income 2024: $53,5052024

Highlighted filing

2018

Revenue$86,399
Expenses$227,211
Net Income-$140,812
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID GOTTERERVP/Treasurer-$10,000-$10,000
JAMES PURDYSecretary-$10,000-$10,000
PHYLLIS MILTONPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Arthur and Phyllis Milton
EIN
13-3922759
Phone
2123557770
Address
425 EAST 58TH STREET NO 43A, NEW YORK, NY 10022

Signing Officer

Name
Phyllis Milton
Title
President
Phone
2123557770
Signed
2019-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
1301 AVENUE OF THE AMERICAS, NEW YORK, NY 10019
Preparer
Anand Viswanath
Phone
2122970400
Raw XML Appendix359 raw XML fields

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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, LINE 1A(4):
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0OFFICERS DAVID GOTTERER AND JAMES PURDY RECEIVED COMPENSATION FOR THE YEAR ENDING DECEMBER 31, 2018. THIS AMOUNT REPRESENTS PAYMENT FOR THEIR SERVICES WITH REGARD TO THE FOUNDATION AND THE SERVICES IT PROVIDES. THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE, FORM 4720 IS NOT PREPARED.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHYLLIS MILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID GOTTERER
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PHYLLIS MILTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02123557770
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0425 EAST 58TH STREET APT 43A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PHYLLIS MILTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt071600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt170000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt252240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHEDRAL HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LOS ANGELES JEWISH HOME - ANNENBERG SCHOOL OF NURSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE BARUCH COLLEGE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0350 EAST 56TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17150 TAMPA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt217 LEXINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RESEDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191335
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210010
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0193840
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt040230
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0211458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0164427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0162449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0136168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0128499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0128499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0843399
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0168897
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0211458
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0164427
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0162449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0136168
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0209127
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0168897
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0971898
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0803001
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02223
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01527
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1260
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01527
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05334
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES - RAYMOND JAMES & ASSOCIATES INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05334
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHYLLIS MILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02123557770
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ARTHUR AND PHYLLIS MILTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0133922759
ReturnHeader/Filer/PhoneNum02123557770
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 EAST 58TH STREET NO 43A
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId090CC17281F34CD083B051E620E31C1B2A26173FC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.3.217.20
ReturnHeader/FilingSecurityInformation/IPDt02019-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:30:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010019
ReturnHeader/PreparerPersonGrp/PhoneNum02122970400
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANAND VISWANATH
ReturnHeader/ReturnTs02019-04-25T19:59:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$614,454
Liabilities
$0
Net assets
$614,454
Revenue
$86,399
Expenses
$227,211
Net income
-$140,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.07$0.01$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.06$0.02$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.04$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.05$0.10$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.09$0.23$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.09$0.23$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.05$0.28$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.12$0.25$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.17$0.25$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08$0.24$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.24$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.25
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.22
2010Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.23