Estate Planning Council of New York City Inc
Donations deductibleEstate Planning Council of New York City Inc's network
14 people2 organisationsi14 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Caroline Seaton | Director | 2024 | 2 yrs |
| Danielle Barrett | Vice President | 2019 | 7 yrs |
| Erin Ardleigh | Company secretary | 2019 | 7 yrs |
| Frazer Rice | Director | 2022 | 4 yrs |
| Julianna Obeid | Director | 2024 | 2 yrs |
| K Eli Akhavan | President | 2025 | 1 yr |
| Katie Watt | Director | 2024 | 2 yrs |
| Michael Hymes | Director | 2023 | 3 yrs |
| Pamela Mosiello | Director | 2023 | 3 yrs |
| Richard Dauman | Director | 2024 | 2 yrs |
| Rozlenn Giwani | Director | 2024 | 2 yrs |
| Stephanie Hines | Treasurer | 2018 | 8 yrs |
| Tara Mahon | Director | 2024 | 2 yrs |
| William Connor | Director | 2025 | 1 yr |
Officers and senior leadership
4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| David Weinstock | President | 2019 |
| Hank Synder | Company secretary | 2019 |
| Juliet Kalib ESQ | Vice President | 2019 |
| Ladidas Lumpkins | Treasurer | 2019 |
Pay and hours
year to 31 May 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| K Eli Akhavan | President | 2 | $0 | ||
| Danielle Barrett | Vice President | 2 | $0 | ||
| Stephanie Hines | Treasurer | 2 | $0 | ||
| Erin Ardleigh | Secretary | 2 | $0 | ||
| Frazer Rice | Director | 2 | $0 | ||
| Pamela Mosiello | Director | 2 | $0 | ||
| Rozlenn Giwani | Director | 2 | $0 | ||
| Richard Dauman | Director | 2 | $0 | ||
| William Connor | Director | 2 | $0 | ||
| Michael Hymes | Director | 2 | $0 | ||
| Caroline Seaton | Director | 2 | $0 | ||
| Julianna Obeid | Director | 2 | $0 | ||
| Katie Watt | Director | 2 | $0 | ||
| Tara Mahon | Director | 2 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Estate Planning Council of New York City Inc
- EIN
- 136162135
- Address
- 71 Verdi St, Farmingdale, NY, 11735-6319
- State
- New York
- Mission
- To provide a better understanding of the estate planning services provided by accountants, attorneys, life underwriters, and trust officers and to promote cooperation among these groups. (as filed on the Form 990)
- Activity (NTEE)
- B03 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 4 (IRS master file code)
- Formed
- 1959
- Principal officer
- Stephanie Hines (as named on the Form 990)
- IRS ruling date
- 1 February 2021
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsStephanie Hines
≥7years on the filingsDanielle Barrett
≥7years on the filingsErin Ardleigh
≥4years on the filingsFrazer Rice
Latest return
year to 31 May 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 May 2025. US dollars, as filed.- Total assets
- $267k
- Total liabilities
- $9k
- Net assets or fund balances
- $258k
- Contributions and grants received
- $90k
- Program service revenue
- $88k
- Employees
- 0
- Volunteers
- 14
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Estate Planning Council Of New York City, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: New York Department of State, active corporations (data.ny.gov n9v6-gdp6). Licence: New York open data terms of use. Data last fetched 18 October 2026.
- State
- New York
- Entity type
- Domestic Not-For-Profit Corporation
- Status
- Active
- Formed
- 11 June 1959
- Registered agent
- Not stated