BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2017
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- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-02-07
- IRS object ID
- 201900389349100305
- Schema version
- 2017v2.3
- 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
- Depreciation 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 | 2019-02-07T14:52:15-06:00 | ReturnTs |
| Tax Period End | 2018-10-31 | 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 | 2017-11-01 | 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 | 2019-02-01 | 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 | 69.74.165.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-01 | IPDt |
| IP Tm | 13:28:32 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DB77BEE470960AC1C04039FCD41D589A501A5549 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,880,376 | 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 | $3,027,450 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $187,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,151 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$6,020 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $270,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,224,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,386,098 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$10,883 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,474,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,573,249 | 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 | $4,215 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,108 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,107 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,968 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,294 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $146 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $146 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,698 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,874 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,543 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,248,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,248,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,298,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,252,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,176,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,542,651 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,798,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,442,850 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,442,850 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,458,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,390,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,437,526 | CorporateStockEOYFMVAmt |
| Land Bldg Investments BOY | $1,399,710 | LandBldgInvestmentsBOYAmt |
| Total Assets BOY | $8,656,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,832,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,880,376 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,450,501 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,626,553 | 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 | $8,656,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,832,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,656,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,832,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,656,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,176,052 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,832,888 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,832,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 50,000 SHARES - CALIFORNIA RES CORP COM NEW | D | 2017-06-21 | 2018-07-09 | $2,368,374 | $404,705 | $1,963,669 | $1,963,669 | |
| 300 SHARES - NOVARTIS AG SPONSORED ADR | P | 2013-09-24 | 2018-05-11 | $23,195 | $25,294 | -$2,099 | -$2,099 | |
| 300 SHARES - ANHEUSER BUSCH INBEV SA NV SPONSORED | P | 2014-10-07 | 2018-05-11 | $28,468 | $32,111 | -$3,643 | -$3,643 | |
| 225 SHARES - WALGREENS BOOTS ALLIANCE INC COM | P | 2011-03-29 | 2018-04-25 | $14,831 | $8,951 | $5,880 | $5,880 | |
| 1000 SHARES - PFIZER INC COM | P | 2015-04-15 | 2018-04-25 | $36,631 | $35,210 | $1,421 | $1,421 | |
| 692 SHARES - MONDELEZ INTL INC CL A | P | 2015-04-15 | 2018-04-25 | $27,433 | $25,618 | $1,815 | $1,815 | |
| 231 SHARES - KRAFT HEINZ CO COM STK | P | 2015-04-15 | 2018-04-25 | $13,159 | $16,223 | -$3,064 | -$3,064 | |
| 900 SHARES - KINDER MORGAN INC DEL COM | P | 2011-04-27 | 2018-04-25 | $14,520 | $25,133 | -$10,613 | -$10,613 | |
| 1400 SHARES - COCA COLA COMPANY | P | 2015-04-15 | 2018-04-25 | $59,042 | $56,560 | $2,482 | $2,482 | |
| 75 SHARES - CANADIAN PAC RY LTD COM ISIN#CA13645T1003 | P | 2013-09-24 | 2018-04-25 | $13,548 | $9,521 | $4,027 | $4,027 | |
| 425 SHARES - PROCTER & GAMBLE CO COM | P | 2011-03-29 | 2018-04-02 | $33,010 | $26,328 | $6,682 | $6,682 | |
| 400 SHARES - ORACLE CORP COM | P | 2015-01-28 | 2018-04-02 | $17,848 | $17,232 | $616 | $616 | |
| 200 SHARES - PRAXAIR INC COM | P | 2011-03-29 | 2018-10-31 | $32,691 | $19,888 | $12,803 | $12,803 | |
| 104 SHARES - TIME INC. | P | 2014-05-13 | 2018-02-05 | $1,924 | $1,012 | $912 | $912 | |
| 883 SHARES - TIME WARNER INC. | P | 2006-12-15 | 2018-06-05 | $44,774 | $5,671 | $39,103 | $39,103 | |
| SALE OF APT 17B AT 175 WEST 13TH ST | D | 2017-01-10 | 2018-01-24 | $1,495,000 | $129,329 | $1,366,107 | $1,366,107 | $436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,386,098 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,335,168 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,991,377 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.190974 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,282,252 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,347,382 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.153611 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,158,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,319,584 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.268188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,496 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,193,129 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034424 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,115 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,912,853 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050247 | DistributionYr5Rt |
| Total Distribution | 0.697444 | TotalDistributionRt |
| Average Distribution | 0.139489 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,015,089 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,118,017 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,427 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,153,444 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,252,250 | 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 | $35,427 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,427 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $22,067 | TaxDueAmt |
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 |
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 | TRUSTEE | 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 | $5,712,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,076,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $348,151 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,137,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,137,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,015,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $400,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $400,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,427 | TotalTaxAmt |
| Distributable Before Adj | $365,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $365,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $365,327 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,252,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,252,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $35,427 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,216,823 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $365,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $870,471 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $867,579 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,012,291 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,750,341 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,252,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $365,327 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $886,923 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,637,264 | 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 | $3,637,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $870,471 | ExcessFromYear3Amt |
| Excess From Year2 | $867,579 | ExcessFromYear2Amt |
| Excess From Year1 | $1,012,291 | ExcessFromYear1Amt |
| Excess From Current Year | $886,923 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $200,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | NONE | PC | GENERAL | $15,000 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $5,000 |
| CEI FOUNDATION | |||||||
| 28 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $1,500 |
| CITIZENS' COMMITTEE FOR CHILDREN OF NY | |||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | NONE | PC | GENERAL | $4,920 |
| FRANKLIN & MARSHALL | |||||||
| 415 HARRISBURG AVE | LANCASTER | PA | 17603 | NONE | PC | GENERAL | $1,000,000 |
| FSH SOCIETY INC | |||||||
| 450 BEDFORD ST | LEXINGTON | MA | 02420 | NONE | PC | GENERAL | $250 |
| LINCOLN CENTER THEATER | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $5,000 |
| MARTIN KAHN ENDOWMENT | |||||||
| 1 PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $1,000 |
| MORSELIFE FOUNDATION INC | |||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | GENERAL | $10,000 |
| RICHARD TUCKER MUSIC FOUNDATION | |||||||
| 1790 BROADWAY 715 | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $2,500 |
| SUNRISE ASSOCIATION | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | NONE | PC | GENERAL | $250 |
| SUNY NEW PALTZ FOUNDATION | |||||||
| 1 HAWK DR | NEW PALTZ | NY | 12561 | NONE | PC | GENERAL | $2,500 |
| UJA FEDERATION | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,248,100 | 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 | $187,151 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$6,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $270,637 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS LP | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$10,883 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$10,883 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $451,768 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,885 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BENJAMIN WINTER | ||||||
| 1 | 680 FIFTH AVENUE | NEW YORK | NY | 10019 | $891,950 | Yes (X) |
| BENJAMIN WINTER | ||||||
| 2 | 680 FIFTH AVENUE | NEW YORK | NY | 10019 | $2,135,500 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,000 SHARES - FACEBOOK INC | $891,950 | 2017-12-14 |
| 2 | 50,000 SHARES - CALIFORNIA RES CORP | $2,135,500 | 2018-06-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,215 | Amt |
| Net Investment Income | $2,108 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,107 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| INVESTMENT IN UNSOLD APT #17B | 1995-07-01 | $1,540 | $19 | ADS | 40.000000000000 | $11 | $11 |
| IMPROVEMENTS | 2012-12-31 | $14,900 | $271 | SL | 27.500000000000 | $135 | $135 |
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 | $235 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$235 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 SHRS. FACEBOOK INC - A | $891,950 | $758,950 |
| 5200 SHRS. - COCA COLA CO | $210,080 | $248,976 |
| 2000 SHRS. - PHILIP MORRIS INTERNATIONAL | $143,160 | $176,140 |
| 3875 SHRS - PFIZER INC | $136,439 | $166,858 |
| 2325 SHRS - ALTRIA GROUP INC COM | $120,232 | $151,218 |
| 1537 SHRS - PHILIP MORRIS INTL INC | $120,048 | $135,364 |
| 1940 SHRS - CONOCOPHILLIPS COM | $119,969 | $135,606 |
| 2960 SHRS - KINDER MORGAN INC | $119,937 | $50,379 |
| 1645 SHRS - OCCIDENTAL PETE CORP | $119,850 | $110,330 |
| 1165 SHRS - CHEVRON CORP | $119,742 | $130,072 |
| 875 SHRS - FACEBOOK INC | $101,798 | $132,816 |
| 1750 SHRS - MICROSOFT CORP | $95,229 | $186,918 |
| 1100 SHRS. - EXXON MOBIL CORP. | $88,777 | $87,648 |
| 3646 SHRS. - AT & T INC. | $98,191 | $111,859 |
| 115 SHRS - ALPHABET INC CAP | $82,035 | $123,829 |
| 2000 SHRS. - ALTRIA GROUP INC. | $77,772 | $130,080 |
| 675 SHRS - CHUBB LIMITED | $77,059 | $84,314 |
| 850 SHRS - STATE STREET CORP | $73,006 | $58,438 |
| 1100 SHRS. - JP MORGAN CHASE & CO. | $66,985 | $119,922 |
| 3825 SHRS - ENTERPRISE PRODS PARTNERS LP | $64,020 | $102,587 |
| 1925 SHRS. - COMCAST CORP | $63,698 | $73,420 |
| 710 SHRS - EXXON MOBIL CORP COM | $60,056 | $56,573 |
| 550 SHRS. - CHEVRON CORPORATION | $57,001 | $61,408 |
| 650 SHRS - VISA INC | $55,451 | $89,603 |
| 1,000 SHRS - CALIFORNIA RESOURCES | $54,000 | $31,340 |
| 475 SHRS. - UNION PACIFIC CORP | $50,550 | $69,455 |
| 517 SHRS - MCDONALDS CORP | $49,961 | $91,457 |
| 1225 SHRS - COCA COLA COMPANY | $49,940 | $58,653 |
| 875 SHRS. - ABBVIE INC | $47,166 | $68,119 |
| 175 SHRS. - BLACKROCK INC. | $45,275 | $71,999 |
| 525 SHRS. - AMERICAN EXPRESS COMPANY | $45,254 | $53,933 |
| 325 SHRS. - AIR PRODUCTS & CHEMICALS | $41,874 | $50,164 |
| 175 SHRS. - CONSTELLATION BRANDS INC CL A | $38,541 | $34,865 |
| 800 SHRS. - WELLS FARGO & CO | $38,158 | $42,584 |
| 25 SHRS. - AMAZON COM INC. | $36,649 | $39,950 |
| 650 SHRS - NIKE INC | $36,260 | $48,776 |
| 650 SHRS. - TOTAL S.A. | $35,995 | $38,090 |
| 250 SHRS. - UNITEDHEALTH GROUP INC COM | $35,550 | $65,338 |
| 75 SHRS - INTUITIVE SURGICAL INC COM NEW | $35,188 | $39,089 |
| 725 SHRS - NOVO NORDISK | $34,152 | $31,306 |
| 200 SHRS. - LINDE PLC SH | $32,691 | $32,820 |
| 975 SHRS. - TWENTY FIRST CENTURY FOX INC | $32,534 | $44,051 |
| 650 SHRS. - APPLE INC | $32,364 | $142,259 |
| 300 SHRS. - VERISK ANALYTICS INC COM | $32,075 | $35,952 |
| 1225 SHRS. - INFINEON TECH. AG | $31,765 | $24,696 |
| 1,000 SHRS. - GENERAL ELECTRIC CO. | $30,715 | $10,100 |
| 300 SHRS. - ASML HOLDING | $29,565 | $51,708 |
| 1,032 SHRS. VERIZON COMMUNICATIONS INC. | $28,436 | $58,917 |
| 1150 SHRS. - ROCHE HOLDING LTD | $25,820 | $34,914 |
| 400 SHRS. - CONOCOPHILLIPS | $24,050 | $27,960 |
| 300 SHRS. - UNITED TECHNOLOGIES CORP | $24,031 | $37,263 |
| 300 SHRS. - MCDONALDS CORP | $23,484 | $53,070 |
| 350 SHRS. - PEPSICO INC | $22,634 | $39,333 |
| 100 SHRS - INTERCONTINENTAL EXCHANGE INC | $22,621 | $38,520 |
| 375 SHRS. - WALT DISNEY CO | $20,721 | $43,061 |
| 10,000 SHRS. - FORD MOTOR | $19,600 | $95,500 |
| 500 SHRS. - JP MORGAN CHASE | $19,260 | $54,510 |
| 300 SHRS. - NESTLE SA-SPONSORED ADR | $18,558 | $25,284 |
| 470 SHRS. - CITIGROUP INC | $17,296 | $30,766 |
| 500 SHRS. - TEXAS INSTRUMENTS INC | $17,235 | $46,415 |
| 250 SHRS. - ESTEE LAUDER COMPANIES INC | $14,683 | $34,360 |
| 500 SHRS. - ABBOTT LABORATORIES | $11,760 | $34,470 |
| 1806 SHRS. - COMCAST CORP. | $9,977 | $68,881 |
| 150 SHRS. - AUTOMATIC DATA PROCESSING INC | $6,606 | $21,612 |
| 102 SHRS. - CHARTER COMMUNICATIONS INC-A | $4,559 | $32,678 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $824 | $0 | $1,543 |
| MAINTENANCE | $5,874 | $5,874 | $0 |
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 | -$10,883 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$10,883 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $20,176 | Amt |
| Net Investment Income | $20,176 | 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 | $2,294 | $2,294 | $0 |
| STATE FILING FEE | $500 | $0 | $500 |
| EXCISE TAXES | $16,174 | $0 | $0 |
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