BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-09-07
- IRS object ID
- 202202509349100505
- Schema version
- 2020v4.2
- 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
- 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 | 2022-09-07T09:44:23-05:00 | ReturnTs |
| Tax Period End | 2021-10-31 | 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 | 2020-11-01 | 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 | 2022-03-15 | 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 | SCHMOOKLER MENDY | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,516,556 | 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 | $115,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $104,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,289 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$608,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$389,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,289 | 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 | $3,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,922 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,923 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,374 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,241 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,241 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $234 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,771 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,923 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $261,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $261,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $305,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,771 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $264,423 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$694,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,518 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $104,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,667 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,667 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,283,770 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,674,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,565,194 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $800,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $800,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,932,695 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,188,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,493,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,516,556 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,981,995 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,287,235 | 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 | $7,188,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,493,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,188,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,493,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,188,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$694,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,493,570 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,493,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA RESOURCES CORP WORTHLESS SECURITY | P | 2015-07-06 | 2020-11-04 | $536,793 | -$536,793 | -$536,793 | |
| CALIFORNIA RESOURCES CORP WORTHLESS SECURITY | P | 2020-02-26 | 2020-11-04 | $72,062 | -$72,062 | -$72,062 | |
| VIATRIS INC COM | P | 2015-04-15 | 2020-11-19 | $12 | $1 | $1 | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$608,854 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $883 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $883 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $883 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,172 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,172 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $289 | OverpaymentAmt |
| Applied To ES Tax | $289 | 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 | 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 | ||||||||
| 680 FIFTH AVENUE | NEW YORK | NY | 10019 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SUSAN WINTER | ||||||||
| 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 | $12,642,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,726,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,726,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,897 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,535,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $626,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $626,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $883 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $883 | TotalTaxAmt |
| Distributable Before Adj | $625,894 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $625,894 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $625,894 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $264,423 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $264,423 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $264,423 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $625,894 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $867,579 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,012,291 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $886,923 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,715,256 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,040,284 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,522,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $264,423 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $264,423 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $361,471 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $361,471 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,160,862 | 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 | $506,108 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,654,754 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,012,291 | ExcessFromYear4Amt |
| Excess From Year3 | $886,923 | ExcessFromYear3Amt |
| Excess From Year2 | $2,715,256 | ExcessFromYear2Amt |
| Excess From Year1 | $2,040,284 | ExcessFromYear1Amt |
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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARTS CONNECTION | ||||||
| 520 8TH AVENUE SUITE 321 | NEW YORK | NY | 10018 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| FRANKLIN & MARSHALL | ||||||
| 415 HARRISBURG AVE | LANCASTER | PA | 17603 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $40,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,500 |
| PARK AVENUE SYNAGOGUE | ||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $158,000 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| SKIDMORE COLLEGE | ||||||
| 815 N BROADWAY | SARATGA SPRINGS | NY | 12866 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 |
| THE JEWISH MUSEUM | ||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| UJA FEDERATION NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $261,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,289 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$608,854 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$504,565 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$504,565 | 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 | $115,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - MARKS PANETH LLP | CategoryTxt |
| Amt | $3,845 | Amt |
| Net Investment Income | $1,922 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,923 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHRS. - GENERAL ELECTRIC CO. | $30,715 | $13,109 |
| 1,032 SHRS. VERIZON COMMUNICATIONS INC. | $28,436 | $54,686 |
| 102 SHRS. - CHARTER COMMUNICATIONS INC-A | $4,559 | $68,839 |
| 115 SHRS - ALPHABET INC CAP | $82,035 | $341,022 |
| 1150 SHRS. - ROCHE HOLDING LTD | $25,820 | $55,580 |
| 175 SHRS - INTUITIVE SURGICAL INC COM NEW | $89,742 | $189,593 |
| 1750 SHRS - MICROSOFT CORP | $95,229 | $580,335 |
| 1806 SHRS. - COMCAST CORP. | $9,977 | $92,883 |
| 200 SHRS. - BERKSHIRE HATHAWAY INC DEL CL B NEW | $41,975 | $57,402 |
| 200 SHRS. - BLACKROCK INC. | $56,206 | $188,692 |
| 200 SHRS. - LINDE PLC SH | $32,691 | $63,840 |
| 2300 SHRS. - COMCAST CORP | $80,948 | $118,289 |
| 250 SHRS. - AUTOMATIC DATA PROCESSING INC | $23,102 | $56,123 |
| 250 SHRS. - ESTEE LAUDER COMPANIES INC | $14,683 | $81,083 |
| 300 SHRS. - ASML HOLDING | $29,565 | $243,864 |
| 300 SHRS. - BROADRIDGE FINL SOLUTIONS INC COM | $37,611 | $53,523 |
| 300 SHRS. - MASTERCARD INC CL A COM | $73,410 | $100,656 |
| 300 SHRS. - MCDONALDS CORP | $23,484 | $73,665 |
| 300 SHRS. - NESTLE SA-SPONSORED ADR | $18,558 | $39,546 |
| 300 SHRS. - S&P GLOBAL INC COM | $69,155 | $142,248 |
| 300 SHRS. - VERISK ANALYTICS INC COM | $32,075 | $63,081 |
| 325 SHRS. - AIR PRODUCTS & CHEMICALS | $41,874 | $97,438 |
| 350 SHRS. - PEPSICO INC | $22,634 | $56,560 |
| 350 SHRS. - UNITEDHEALTH GROUP INC COM | $58,910 | $161,165 |
| 3646 SHRS. - AT & T INC. | $98,191 | $92,098 |
| 3875 SHRS - PFIZER INC | $129,344 | $169,493 |
| 40 SHRS. - AMAZON COM INC | $71,744 | $134,897 |
| 470 SHRS. - CITIGROUP INC | $17,296 | $32,505 |
| 475 SHRS. - UNION PACIFIC CORP | $50,550 | $114,665 |
| 5 SHRS. - WABTEC CORP | $387 | $454 |
| 500 SHRS - INTERCONTINENTAL EXCHANGE INC | $22,621 | $69,230 |
| 500 SHRS. - JP MORGAN CHASE | $19,260 | $84,945 |
| 500 SHRS. - PROGRESSIVE CORP OH COM | $37,915 | $47,440 |
| 5000 SHRS. - META PLATFORMS INC | $891,950 | $1,617,850 |
| 5100 SHRS. - COCA COLA CO | $206,040 | $287,487 |
| 550 SHRS. - CHEVRON CORPORATION | $57,001 | $62,970 |
| 650 SHRS - NIKE INC | $36,260 | $108,739 |
| 650 SHRS - VISA INC | $55,451 | $137,651 |
| 2600 SHRS. - APPLE INC | $32,364 | $389,480 |
| 28000 SHRS - APPLE INC | $1,962,870 | $4,194,400 |
| 675 SHRS. - ABBOTT LABORATORIES | $26,077 | $87,001 |
| 699 SHRS. - WALT DISNEY CO | $44,671 | $118,180 |
| 725 SHRS - NOVO NORDISK | $34,152 | $79,844 |
| 75 SHRS. - SHERWIN WILLIAMS CO COM | $33,477 | $71,237 |
| 85 SHRS. - AMAZON COM INC. | $145,484 | $286,657 |
| 875 SHRS - FACEBOOK INC | $101,798 | $283,124 |
| 875 SHRS. - ABBVIE INC | $47,166 | $100,336 |
| 875 SHRS. - TEXAS INSTRUMENTS INC | $62,073 | $164,045 |
| 950 SHRS. - JP MORGAN CHASE & CO. | $60,086 | $161,396 |
| 275 SHRS. - ADOBE SYS INC COM | $129,387 | $178,849 |
| 300 SHRS. - INTUIT INCORPORATED COM | $91,721 | $187,797 |
| 275 SHRS. - OTIS WORLDWIDE CORP COM | $15,282 | $22,085 |
| 500 SHRS. - SNOWFLAKE INC CL A | $118,018 | $176,920 |
| 35 SHRS - ALPHABET INC CAP | $45,790 | $103,789 |
| 480 SHRS - VIATRIS INC COM | $7,083 | $6,408 |
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 | $1,932,695 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $235 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $234 | 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 | $37,374 | Amt |
| Net Investment Income | $37,374 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,241 | $1,241 | $0 |
| STATE FILING FEE | $1,000 | $0 | $1,000 |
Comments