BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-06-14
- IRS object ID
- 202321659349101012
- 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
- Form 990-PF
- Schedule B
- 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 | 2023-06-14T13:28:22-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | 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 | 2021-11-01 | 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 | 2023-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BENJAMIN | PersonFirstNm |
| Person Last | WINTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MENDY SCHMOOKLER | PreparerPersonNm |
| PTIN | P01269333 | PTIN |
| Phone | 2125038800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,518,335 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $111,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,093 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $361,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,093 | 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 |
| Other Prof Fees Rev And Expnss | $36,712 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,712 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,117 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,456 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,948 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,168 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $319,948 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,168 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,925 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,667 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,812 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,674,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,674,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,954,992 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $800,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $800,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,503,531 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,493,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,534,715 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,518,335 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,287,235 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,328,380 | 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 | $6,493,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,534,715 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,493,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,534,715 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,493,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,145 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,534,715 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,534,715 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,014 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,014 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $1,480 | OverpaymentAmt |
| Applied To ES Tax | $1,480 | 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 | $12,816,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,853,010 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,853,010 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,660,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $633,011 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $633,011 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,014 | TotalTaxAmt |
| Distributable Before Adj | $631,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $631,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $631,997 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $280,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $631,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,012,291 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $886,923 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,715,256 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,040,284 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,654,754 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $280,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $280,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $351,997 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $351,997 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,302,757 | 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 | $660,294 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,642,463 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $886,923 | ExcessFromYear4Amt |
| Excess From Year3 | $2,715,256 | ExcessFromYear3Amt |
| Excess From Year2 | $2,040,284 | ExcessFromYear2Amt |
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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $200,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 | |
| SOLOMON R GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |
| THE BREARLY SCHOOL | |||||||
| 610 E 83RD ST | NEW YORK | NY | 10028 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 | |
| THE PROMISE FUND OF FLORIDA | |||||||
| 340 ROYAL POINCIANA WAY SUITE | PALM BEACH | FL | 33480 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | 317-301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,000 | 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 | $111,093 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,093 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,093 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BENJAMIN WINTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 700 SHRS - ALPHABET INC CAP | $45,790 | $66,262 |
| 350 SHRS. - UNITEDHEALTH GROUP INC COM | $58,910 | $194,303 |
| 3646 SHRS. - AT & T INC. | $92,562 | $66,467 |
| 3875 SHRS - PFIZER INC | $129,344 | $180,381 |
| 800 SHRS. - AMAZON COM INC | $71,744 | $81,952 |
| 470 SHRS. - CITIGROUP INC | $17,296 | $21,544 |
| 475 SHRS. - UNION PACIFIC CORP | $50,550 | $93,642 |
| 480 SHRS - VIATRIS INC COM | $7,083 | $4,862 |
| 5 SHRS. - WABTEC CORP | $387 | $466 |
| 500 SHRS - INTERCONTINENTAL EXCHANGE INC | $22,621 | $47,785 |
| 500 SHRS. - JP MORGAN CHASE | $19,260 | $62,940 |
| 500 SHRS. - PROGRESSIVE CORP OH COM | $37,915 | $64,200 |
| 350 SHRS. - PEPSICO INC | $22,634 | $63,553 |
| 500 SHRS. - SNOWFLAKE INC CL A | $118,018 | $80,150 |
| 5100 SHRS. - COCA COLA CO | $206,040 | $305,235 |
| 550 SHRS. - CHEVRON CORPORATION | $57,001 | $99,495 |
| 650 SHRS - NIKE INC | $36,260 | $60,242 |
| 650 SHRS - VISA INC | $55,451 | $134,654 |
| 675 SHRS. - ABBOTT LABORATORIES | $26,077 | $66,785 |
| 699 SHRS. - WALT DISNEY CO | $44,671 | $74,471 |
| 725 SHRS - NOVO NORDISK | $34,152 | $78,909 |
| 75 SHRS. - SHERWIN WILLIAMS CO COM | $33,477 | $50,632 |
| 1700 SHRS. - AMAZON COM INC. | $145,484 | $174,148 |
| 875 SHRS - META PLATFORMS INC | $101,798 | $81,515 |
| 875 SHRS. - ABBVIE INC | $47,166 | $128,100 |
| 5000 SHRS. - META PLATFORMS INC | $891,950 | $465,800 |
| 875 SHRS. - TEXAS INSTRUMENTS INC | $62,073 | $140,551 |
| 950 SHRS. - JP MORGAN CHASE & CO. | $60,086 | $119,586 |
| 300 SHRS. - VERISK ANALYTICS INC COM | $32,075 | $54,849 |
| 1,032 SHRS. VERIZON COMMUNICATIONS INC. | $28,436 | $38,566 |
| 102 SHRS. - CHARTER COMMUNICATIONS INC-A | $4,559 | $37,497 |
| 2300 SHRS - ALPHABET INC CAP | $82,035 | $217,718 |
| 1150 SHRS. - ROCHE HOLDING LTD | $25,820 | $47,541 |
| 175 SHRS - INTUITIVE SURGICAL INC COM NEW | $89,742 | $129,397 |
| 1750 SHRS - MICROSOFT CORP | $95,229 | $406,228 |
| 1806 SHRS. - COMCAST CORP. | $9,977 | $57,322 |
| 200 SHRS. - BERKSHIRE HATHAWAY INC DEL CL B NEW | $41,975 | $59,018 |
| 200 SHRS. - BLACKROCK INC. | $56,206 | $129,182 |
| 200 SHRS. - LINDE PLC SH | $32,691 | $59,470 |
| 2300 SHRS. - COMCAST CORP | $80,948 | $73,002 |
| 325 SHRS. - AIR PRODUCTS & CHEMICALS | $41,874 | $81,380 |
| 250 SHRS. - AUTOMATIC DATA PROCESSING INC | $23,102 | $60,425 |
| 2600 SHRS. - APPLE INC | $32,364 | $398,684 |
| 275 SHRS. - ADOBE SYS INC COM | $129,387 | $87,588 |
| 275 SHRS. - OTIS WORLDWIDE CORP COM | $15,282 | $19,426 |
| 28000 SHRS - APPLE INC | $1,962,870 | $4,293,520 |
| 300 SHRS. - ASML HOLDING | $29,565 | $141,726 |
| 300 SHRS. - BROADRIDGE FINL SOLUTIONS INC COM | $37,611 | $45,018 |
| 300 SHRS. - INTUIT INCORPORATED COM | $91,721 | $128,250 |
| 300 SHRS. - MASTERCARD INC CL A COM | $73,410 | $98,454 |
| 300 SHRS. - MCDONALDS CORP | $23,484 | $81,798 |
| 300 SHRS. - NESTLE SA-SPONSORED ADR | $18,558 | $32,613 |
| 300 SHRS. - S&P GLOBAL INC COM | $69,155 | $96,375 |
| 250 SHRS. - ESTEE LAUDER COMPANIES INC | $14,683 | $50,123 |
| 125 SHRS. - GENERAL ELECTRIC CO. | $30,715 | $9,726 |
| 882 SHRS. - WARNER BROS DISCOVERY INC | $5,629 | $11,466 |
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 | $1,503,531 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $119 | 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 | $36,712 | Amt |
| Net Investment Income | $36,712 | 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 | $1,456 | $1,456 | $0 |
| EXCISE TAXES | $911 | $0 | $0 |
| NYS TAXES | $750 | $0 | $0 |
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