BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2018
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- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-09-14
- IRS object ID
- 202042589349100514
- Schema version
- 2018v3.2
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-14T11:38:40-05:00 | ReturnTs |
| Tax Period End | 2019-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | 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 | 2018-11-01 | 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 | 2020-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCHLISSELFELD ABE | PreparerPersonNm |
| PTIN | P00662391 | PTIN |
| Phone | 2125038800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.191.188.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-18 | IPDt |
| IP Tm | 07:42:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BE917CA2719B70B6D6C9CF95805CDDE624F5A95 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,996,236 | 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 | $208,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $698,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5,483 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $186,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $208,995 | 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 | $4,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,192 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,193 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,018 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,018 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,762 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,695 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,350 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,193 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,175,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,175,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,230,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,178,993 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,043,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,905 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,442,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,941,864 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,941,864 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,390,038 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,847,450 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,054,372 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,832,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,789,314 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,996,236 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,626,553 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,582,979 | 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 | $10,832,888 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,789,314 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,832,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,789,314 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,832,888 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,043,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,789,314 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,789,314 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SHARES - CHUBB LTD COM | P | 2014-02-07 | 2019-09-20 | $31,555 | $20,043 | $11,512 | $11,512 |
| 800 SHARES - WELLS FARGO & CO NEW COM | P | 2013-09-24 | 2019-04-05 | $39,040 | $38,158 | $882 | $882 |
| 256.6 SHARES - TWENTY-FIRST CL B C/A EFF 3/19/19 1 OLD | P | 2015-03-04 | 2019-03-20 | $13,073 | $8,562 | $4,511 | $4,511 |
| 850 SHARES - STATE STR CORP COM | P | 2014-02-07 | 2019-04-05 | $58,150 | $73,006 | -$14,856 | -$14,856 |
| 2,000 SHARES - PHILIP MORRIS INTL INC COM | P | 2011-03-29 | 2019-09-26 | $150,633 | $143,160 | $7,473 | $7,473 |
| 150 SHARES - JP MORGAN CHASE & CO COM ISIN#US46625H1005 | P | 2011-03-29 | 2019-09-20 | $17,913 | $6,899 | $11,014 | $11,014 |
| 1,225 SHARES - INFINEON TECHNOLOGIES AG ISIN#US45662N1037 SPONS ADR | P | 2018-04-25 | 2019-09-17 | $24,267 | $31,764 | -$7,497 | -$7,497 |
| 325 SHARES - FOX CORP CL B COM | P | 2019-03-19 | 2019-09-17 | $10,817 | $13,073 | -$2,256 | -$2,256 |
| .4997 SHARES - DISNEY WALT CO DISNEY COM | P | 2011-03-29 | 2019-03-20 | $54 | $21 | $33 | $33 |
| 175 SHARES - CONSTELLATION BRANDS INC CL A | P | 2018-05-11 | 2019-09-17 | $35,896 | $38,541 | -$2,645 | -$2,645 |
| 400 SHARES - CONOCOPHILLIPS COM | P | 2011-03-29 | 2019-04-05 | $26,064 | $24,050 | $2,014 | $2,014 |
| 2,000 SHARES - ALTRIA GROUP INC COM | P | 2011-03-29 | 2019-09-26 | $81,060 | $77,772 | $3,288 | $3,288 |
| 1,537 SHARES - PHILIP MORRIS INTL INC COM | P | 2015-03-17 | 2019-09-26 | $115,762 | $120,048 | -$4,286 | -$4,286 |
| 2,325 ALTRIA GROUP INC COM | P | 2015-03-17 | 2019-09-26 | $94,232 | $120,232 | -$26,000 | -$26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,813 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,216,823 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,015,089 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.151817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,335,168 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,991,377 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.190974 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,282,252 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,347,382 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.153611 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,158,460 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,319,584 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.268188 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,496 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,193,129 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034424 | DistributionYr5Rt |
| Total Distribution | 0.799014 | TotalDistributionRt |
| Average Distribution | 0.159803 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,311,517 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,488,008 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,839 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,489,847 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,178,993 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,839 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,839 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,839 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,161 | OverpaymentAmt |
| Applied To ES Tax | $2,161 | 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 | $6,004,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,448,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,453,317 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,453,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,311,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $465,576 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $465,576 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,839 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,839 | TotalTaxAmt |
| Distributable Before Adj | $463,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $463,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $463,737 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,178,993 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,178,993 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,839 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,177,154 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $463,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $870,471 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $867,579 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,012,291 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $886,923 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,637,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,178,993 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $463,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,715,256 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,352,520 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,352,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $870,471 | ExcessFromYear4Amt |
| Excess From Year3 | $867,579 | ExcessFromYear3Amt |
| Excess From Year2 | $1,012,291 | ExcessFromYear2Amt |
| Excess From Year1 | $886,923 | ExcessFromYear1Amt |
| Excess From Current Year | $2,715,256 | ExcessFromCurrentYearAmt |
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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $210,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $200,000 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| BARNARD COLLEGE | ||||||
| 3009 BROADWAY NEW YORK | NEW YORK | NY | 10027 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| CITIZENS' COMMITTEE FOR CHILDREN OF NY | ||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| COLUMBIA BUSINESS SCHOOL | ||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,500 |
| FRANKLIN & MARSHALL | ||||||
| 415 HARRISBURG AVE | LANCASTER | PA | 17603 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000,000 |
| HARMONIE PRESERVATION FOUNDATION INC | ||||||
| 4 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| LINCOLN CENTER THEATER | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| MANHATTAN THEATRE CLUB | ||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| NEW YORK CITY POLICE FOUNDATION INC | ||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $47,750 |
| PARK AVENUE SYNAGOGUE | ||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $200,000 |
| SOLOMON R GUGGENHEIM FOUNDATION | ||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 101280173 | 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 |
| THE NEW YORK SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | ||||||
| 161 WILLIAM STREET 9TH FLOOR | NEW YORK | NY | 100382607 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| UJA FEDERATION | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $100,000 |
| WEILL CORNELL MEDICAL COLLEGE | ||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $209,550 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,175,800 | 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 | $208,995 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,936 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS LP | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$5,483 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$5,483 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $192,059 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,576 | 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 | $4,385 | Amt |
| Net Investment Income | $2,192 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,193 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ENTERPRISE PRODUCTS PARTNERS LP | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Basis | $123 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$123 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHRS - CALIFORNIA RESOURCES | $536,793 | $145,340 |
| 1,000 SHRS. - GENERAL ELECTRIC CO. | $30,715 | $9,980 |
| 1,032 SHRS. VERIZON COMMUNICATIONS INC. | $28,436 | $62,405 |
| 10,000 SHRS. - FORD MOTOR | $19,600 | $85,900 |
| 102 SHRS. - CHARTER COMMUNICATIONS INC-A | $4,559 | $47,721 |
| 1100 SHRS. - EXXON MOBIL CORP. | $88,777 | $74,327 |
| 115 SHRS - ALPHABET INC CAP | $82,035 | $144,913 |
| 1150 SHRS. - ROCHE HOLDING LTD | $25,820 | $43,263 |
| 1165 SHRS - CHEVRON CORP | $119,742 | $135,303 |
| 1225 SHRS - COCA COLA COMPANY | $49,940 | $66,677 |
| 1645 SHRS - OCCIDENTAL PETE CORP | $119,850 | $66,623 |
| 175 SHRS - INTUITIVE SURGICAL INC COM NEW | $89,742 | $96,766 |
| 1750 SHRS - MICROSOFT CORP | $95,229 | $250,898 |
| 1806 SHRS. - COMCAST CORP. | $9,977 | $80,945 |
| 1940 SHRS - CONOCOPHILLIPS COM | $119,969 | $107,088 |
| 200 SHRS. - BERKSHIRE HATHAWAY INC DEL CL B NEW | $41,975 | $42,516 |
| 200 SHRS. - BLACKROCK INC. | $56,206 | $92,340 |
| 200 SHRS. - LINDE PLC SH | $32,691 | $39,670 |
| 2300 SHRS. - COMCAST CORP | $80,948 | $103,086 |
| 250 SHRS. - AUTOMATIC DATA PROCESSING INC | $23,102 | $40,558 |
| 250 SHRS. - ESTEE LAUDER COMPANIES INC | $14,683 | $46,568 |
| 2960 SHRS - KINDER MORGAN INC | $118,409 | $59,141 |
| 300 SHRS. - ASML HOLDING | $29,565 | $78,591 |
| 300 SHRS. - BROADRIDGE FINL SOLUTIONS INC COM | $37,611 | $37,566 |
| 300 SHRS. - MASTERCARD INC CL A COM | $73,410 | $83,043 |
| 300 SHRS. - MCDONALDS CORP | $23,484 | $59,010 |
| 300 SHRS. - NESTLE SA-SPONSORED ADR | $18,558 | $32,148 |
| 300 SHRS. - S&P GLOBAL INC COM | $69,155 | $77,397 |
| 300 SHRS. - VERISK ANALYTICS INC COM | $32,075 | $43,410 |
| 325 SHRS. - AIR PRODUCTS & CHEMICALS | $41,874 | $69,310 |
| 350 SHRS. - PEPSICO INC | $22,634 | $48,010 |
| 350 SHRS. - UNITEDHEALTH GROUP INC COM | $58,910 | $88,445 |
| 3646 SHRS. - AT & T INC. | $98,191 | $140,334 |
| 3825 SHRS - ENTERPRISE PRODS PARTNERS LP | $51,737 | $99,565 |
| 3875 SHRS - PFIZER INC | $136,439 | $148,684 |
| 40 SHRS. - AMAZON COM INC | $71,744 | $71,065 |
| 470 SHRS. - CITIGROUP INC | $17,296 | $33,774 |
| 475 SHRS - CHUBB LIMITED | $57,016 | $72,400 |
| 475 SHRS. - UNION PACIFIC CORP | $50,550 | $78,594 |
| 5 SHRS. - WABTEC CORP | $387 | $347 |
| 500 SHRS - INTERCONTINENTAL EXCHANGE INC | $22,621 | $47,160 |
| 500 SHRS. - JP MORGAN CHASE | $19,260 | $62,459 |
| 500 SHRS. - PROGRESSIVE CORP OH COM | $37,915 | $34,850 |
| 5000 SHRS. FACEBOOK INC - A | $891,950 | $958,250 |
| 517 SHRS - MCDONALDS CORP | $49,961 | $101,693 |
| 5200 SHRS. - COCA COLA CO | $210,080 | $283,035 |
| 525 SHRS. - AMERICAN EXPRESS COMPANY | $45,254 | $61,572 |
| 550 SHRS. - CHEVRON CORPORATION | $57,001 | $63,877 |
| 550 SHRS. - UNITED TECHNOLOGIES CORP | $58,464 | $78,969 |
| 650 SHRS - NIKE INC | $36,260 | $58,208 |
| 650 SHRS - VISA INC | $55,451 | $116,259 |
| 650 SHRS. - APPLE INC | $32,364 | $161,693 |
| 650 SHRS. - TOTAL S.A. | $35,995 | $34,210 |
| 675 SHRS. - ABBOTT LABORATORIES | $26,077 | $56,437 |
| 699 SHRS. - WALT DISNEY CO | $44,671 | $90,814 |
| 710 SHRS - EXXON MOBIL CORP COM | $60,056 | $47,975 |
| 725 SHRS - NOVO NORDISK | $34,152 | $40,035 |
| 75 SHRS. - SHERWIN WILLIAMS CO COM | $33,477 | $42,924 |
| 85 SHRS. - AMAZON COM INC. | $145,484 | $151,016 |
| 875 SHRS - FACEBOOK INC | $101,798 | $167,694 |
| 875 SHRS. - ABBVIE INC | $47,166 | $69,606 |
| 875 SHRS. - TEXAS INSTRUMENTS INC | $62,073 | $103,241 |
| 950 SHRS. - JP MORGAN CHASE & CO. | $60,086 | $118,674 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $185 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS LP | Desc |
| Revenue And Expenses Per Books | -$5,483 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$5,483 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAPAMARKOU | $19,041 | $19,041 | $0 |
| OTHER PROFESSIONAL FEES - PATTERSON BELKNAP WEBB & TYLER, LLP | $1,977 | $1,977 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,695 | $1,695 | $0 |
| STATE FILING FEE | $1,000 | $0 | $1,000 |
| EXCISE TAXES | $26,067 | $0 | $0 |
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