BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-08-05
- IRS object ID
- 202402189349100215
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-05T12:25:32-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137107477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENJAMIN AND SUSAN WINTER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE WINTER ORGANIZATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENJ | BusinessNameControlTxt |
| Phone | 2126168900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 FIFTH AVENUE - 23RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN WINTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126168900 | PhoneNum |
| Signature | 2024-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MENDY SCHMOOKLER | PreparerPersonNm |
| PTIN | P01269333 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2024-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,693,569 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $114,265 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,265 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $299,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,973 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $181,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,238 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,340 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,570 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,570 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,684 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,547 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $170 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,983 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,983 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,781 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,606 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,606 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,674,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,771,260 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,178,371 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $800,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $800,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,467,592 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,534,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,618,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,693,569 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,328,380 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,412,531 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,206,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,206,335 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,534,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,618,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,534,715 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,618,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,534,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,618,866 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,618,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | P | 2011-03-29 | 2023-08-25 | $24,829 | $12,774 | $12,055 | $12,055 |
| JPMORGAN CHASE & CO | P | 2011-03-29 | 2023-08-25 | $33,000 | $10,348 | $22,652 | $22,652 |
| PFIZER INC COM | P | 2015-04-15 | 2023-08-25 | $139,077 | $129,344 | $9,733 | $9,733 |
| ROCHE HLDGS LTD SPON | P | 2011-03-29 | 2023-08-25 | $29,144 | $14,188 | $14,956 | $14,956 |
| VIATRIS INC COM | P | 2015-04-15 | 2023-08-25 | $5,179 | $7,083 | -$1,904 | -$1,904 |
| OTIS WORLDWIDE CORP | P | 2011-03-29 | 2023-09-21 | $8,138 | $4,381 | $3,757 | $3,757 |
| GE HEALTHCARE TECHNOLOGIES CASH IN LIEU | P | 2023-01-19 | 2023-01-19 | $44 | $44 | $44 | |
| DISNEY WALT CO | P | 2014-10-07 | 2023-08-25 | $16,555 | $14,513 | $2,042 | $2,042 |
| DISNEY WALT CO | P | 2015-03-04 | 2023-08-25 | $16,564 | $17,384 | -$820 | -$820 |
| ROCHE HLDGS LTD SPON | P | 2015-03-04 | 2023-08-25 | $12,750 | $11,632 | $1,118 | $1,118 |
| OTIS WORLDWIDE CORP | P | 2011-08-08 | 2023-09-21 | $4,069 | $1,901 | $2,168 | $2,168 |
| OTIS WORLDWIDE CORP | P | 2019-09-17 | 2023-09-21 | $10,173 | $9,001 | $1,172 | $1,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,973 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,915 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,915 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $569 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,069 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $135 | OverpaymentAmt |
| Applied To ES Tax | $135 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BENJAMIN WINTER CO THE WINTER ORG | IndividualWithBooksNm |
| Phone | 2126168900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN WINTER | ||||||||
| C/O THE WINTER ORG 680 FIFTH AVENUE | NEW YORK | NY | 10019 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SUSAN WINTER | ||||||||
| C/O THE WINTER ORG 680 FIFTH AVENUE | NEW YORK | NY | 10019 | TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,881,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,207 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,953,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,953,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,297 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,743,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $687,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $687,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,915 | TotalTaxAmt |
| Distributable Before Adj | $685,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $685,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $685,278 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,073 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,073 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $685,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $886,923 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,715,256 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,040,284 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,642,463 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,073 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $632,205 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $632,205 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,010,258 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $254,718 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,755,540 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,715,256 | ExcessFromYear4Amt |
| Excess From Year3 | $2,040,284 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENJAMIN WINTER | ContributingManagerNm |
| Contributing Manager | SUSAN WINTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 92NY | ||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $46,400 |
| DAMON RUNYON CANCER RESEARCH FOUNDATION | ||||||
| 55 BROADWAY SUITE 302 | NEW YORK | NY | 10006 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,983 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,265 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $181,238 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $181,238 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - MARKS PANETH LLP | CategoryTxt |
| Amt | $8,680 | Amt |
| Net Investment Income | $4,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,340 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 882 SHRS. - WARNER BROS DISCOVERY INC | $5,718 | $8,767 |
| 875 SHRS. - TEXAS INSTRUMENTS INC | $62,073 | $124,259 |
| 875 SHRS. - ABBVIE INC | $47,166 | $123,533 |
| 875 SHRS - META PLATFORMS INC | $101,798 | $263,611 |
| 800 SHRS. - AMAZON COM INC | $71,744 | $106,472 |
| 725 SHRS. - JP MORGAN CHASE & CO. | $49,738 | $100,818 |
| 700 SHRS - ALPHABET INC CAP | $45,790 | $87,710 |
| 675 SHRS. - ABBOTT LABORATORIES | $26,077 | $63,821 |
| 650 SHRS - VISA INC | $55,451 | $152,815 |
| 600 SHRS. - CME GROUP INC COM | $120,305 | $128,076 |
| 550 SHRS. - CHEVRON CORPORATION | $57,001 | $80,152 |
| 525 SHRS - INTUITIVE SURGICAL INC COM NEW | $89,742 | $137,666 |
| 5100 SHRS. - COCA COLA CO | $206,040 | $288,099 |
| 5000 SHRS. - META PLATFORMS INC | $891,950 | $1,506,350 |
| 500 SHRS. - SNOWFLAKE INC CL A | $118,018 | $72,565 |
| 500 SHRS. - PROGRESSIVE CORP OH COM | $37,915 | $79,045 |
| 500 SHRS. - JP MORGAN CHASE | $19,260 | $69,530 |
| 500 SHRS - INTERCONTINENTAL EXCHANGE INC | $22,621 | $53,720 |
| 5 SHRS. - WABTEC CORP | $387 | $530 |
| 475 SHRS. - UNION PACIFIC CORP | $50,550 | $98,615 |
| 470 SHRS. - CITIGROUP INC | $17,296 | $18,560 |
| 41 SHRS. - GE HEALTHCARE TECHNOLOGY | $6,410 | $2,729 |
| 3646 SHRS. - AT & T INC. | $92,473 | $56,148 |
| 350 SHRS. - UNITEDHEALTH GROUP INC COM | $58,910 | $187,446 |
| 350 SHRS. - PEPSICO INC | $22,634 | $57,148 |
| 325 SHRS. - AIR PRODUCTS & CHEMICALS | $41,874 | $91,793 |
| 300 SHRS. - VERISK ANALYTICS INC COM | $32,075 | $68,208 |
| 300 SHRS. - S&P GLOBAL INC COM | $69,155 | $104,793 |
| 300 SHRS. - NESTLE SA-SPONSORED ADR | $18,558 | $32,328 |
| 300 SHRS. - MCDONALDS CORP | $23,484 | $78,651 |
| 300 SHRS. - MASTERCARD INC CL A COM | $73,409 | $112,905 |
| 300 SHRS. - INTUIT INCORPORATED COM | $91,721 | $148,485 |
| 300 SHRS. - BROADRIDGE FINL SOLUTIONS INC COM | $37,610 | $51,192 |
| 28000 SHRS - APPLE INC | $1,962,870 | $4,781,560 |
| 275 SHRS. - ADOBE SYS INC COM | $129,387 | $146,317 |
| 2600 SHRS. - APPLE INC | $32,364 | $444,002 |
| 250 SHRS. - ESTEE LAUDER COMPANIES INC | $14,683 | $32,218 |
| 250 SHRS. - AUTOMATIC DATA PROCESSING INC | $23,102 | $54,555 |
| 250 SHRS. - ASML HOLDING | $29,565 | $54,555 |
| 2400 SHRS. - AMAZON COM INC. | $238,178 | $319,416 |
| 2300 SHRS. - COMCAST CORP | $80,948 | $94,967 |
| 2300 SHRS - ALPHABET INC CAP | $82,035 | $288,190 |
| 225 SHRS. - SHERWIN WILLIAMS CO COM | $33,477 | $53,597 |
| 200 SHRS. - LINDE PLC SH | $32,691 | $76,432 |
| 200 SHRS. - BLACKROCK INC. | $56,206 | $122,456 |
| 200 SHRS. - BERKSHIRE HATHAWAY INC DEL CL B NEW | $41,974 | $68,266 |
| 1806 SHRS. - COMCAST CORP. | $9,977 | $74,570 |
| 1750 SHRS - MICROSOFT CORP | $95,229 | $591,693 |
| 1450 SHRS - NOVO NORDISK | $34,152 | $140,027 |
| 1300 SHRS - NIKE INC | $100,440 | $133,601 |
| 125 SHRS. - GENERAL ELECTRIC CO. | $24,305 | $13,579 |
| 102 SHRS. - CHARTER COMMUNICATIONS INC-A | $4,559 | $41,086 |
| 1000 SHRS. - BAE SYS PLC SPONSORED | $51,729 | $54,490 |
| 1,032 SHRS. VERIZON COMMUNICATIONS INC. | $28,436 | $36,254 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BARON USA PARTNERS FUND, LTD | Desc |
| BOY Book Value | $800,000 | BOYBookValueAmt |
| EOY Book Value | $800,000 | EOYBookValueAmt |
| EOYFMV | $1,467,592 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $170 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAPAMARKOU | CategoryTxt |
| Amt | $37,570 | Amt |
| Net Investment Income | $37,570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,547 | $1,547 | $0 |
| EXCISE TAXES | $387 | $0 | $0 |
| NYS TAXES | $750 | $0 | $750 |
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