BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-03-05
- IRS object ID
- 201800649349100020
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-05T16:51:22-06:00 | ReturnTs |
| Tax Period End | 2017-10-31 | 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 | 2016-11-01 | 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 | 2018-02-27 | 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 | 2018-02-27 | IPDt |
| IP Tm | 15:52:30 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 29511427116FF9FA26E3F5796793F9E384A5F1E6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2755B24E433384BE4B2E7D8FA7835C9C803EE1C7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,760,867 | 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 | $2,400,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $143,576 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,576 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $24,681 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $24,681 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $5,070 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $7,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,512,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,211,253 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$11,320 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,564,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,379,510 | 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 |
| Legal Fees Rev And Expnss | $3,253 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,253 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,810 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,810 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,347 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,347 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,397 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,897 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $485 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $485 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,126 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $204 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,514 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,346,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,346,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,393,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,348,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,171,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,334,592 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,850,221 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,798,863 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,798,863 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,416,165 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,458,263 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,562,294 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,400,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $290 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,219,419 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,399,710 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,399,710 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,485,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,656,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,760,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,279,470 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,450,501 | 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 | $7,485,805 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,656,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,485,805 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,656,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,485,805 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,171,031 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,656,836 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,656,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 400 SHARES OCCIDENTAL PETE CORP | P | 2015-09-01 | 2017-10-03 | $25,583 | $37,347 | -$11,764 | -$11,764 | |
| 125 SHARES CELGENE CORP | P | 2015-09-01 | 2017-10-20 | $15,239 | $14,621 | $618 | $618 | |
| 62 SHARES VERSUM MATLS INC COM | P | 2015-09-01 | 2017-04-05 | $1,849 | $885 | $964 | $964 | |
| 500 SHARES TARGET CORP COM | P | 2011-03-29 | 2017-04-05 | $27,311 | $24,900 | $2,411 | $2,411 | |
| 1500 SHARES PFIZER INC COM | P | 2015-04-15 | 2017-04-05 | $51,304 | $52,815 | -$1,511 | -$1,511 | |
| 100 SHARES GILEAD SCIENCES | P | 2015-09-01 | 2017-04-05 | $6,655 | $10,310 | -$3,655 | -$3,655 | |
| 2000 SHARES COCA COLA COMPANY | P | 2015-09-01 | 2017-04-05 | $85,185 | $68,589 | $16,596 | $16,596 | |
| SALE OF APARTMENT 16C AT 175 WEST 13TH STREET, NY | D | 2015-10-01 | 2017-03-01 | $1,299,000 | $92,182 | $1,207,594 | $1,207,594 | $776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,211,253 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,282,252 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,347,382 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.153611 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,158,460 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,319,584 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.268188 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,496 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,193,129 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034424 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,115 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,912,853 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050247 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,462 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,603,604 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037704 | DistributionYr5Rt |
| Total Distribution | 0.544174 | TotalDistributionRt |
| Average Distribution | 0.108835 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,991,377 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $760,907 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,346 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $774,253 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,348,514 | 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 | $13,346 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,346 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,346 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,532 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,532 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,814 | 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 | $4,346,413 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,644,765 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,106,667 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,097,845 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,097,845 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,468 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,991,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $349,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $349,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,346 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,346 | TotalTaxAmt |
| Distributable Before Adj | $336,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $336,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $336,223 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,348,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,348,514 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,346 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,335,168 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $336,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $870,471 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $867,579 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,738,050 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,348,514 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $336,223 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,012,291 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,750,341 | 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 | $2,750,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $870,471 | ExcessFromYear2Amt |
| Excess From Year1 | $867,579 | ExcessFromYear1Amt |
| Excess From Current Year | $1,012,291 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFMDA | |||||||
| 352 7TH AVE 400 | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $5,000 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $12,500 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 520 8TH AVENUE 321 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $2,500 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| 415 HARRISBURG AVE | LANCASTER | PA | 17603 | NONE | PC | GENERAL | $1,000,000 |
| FRIENDS OF THE IDF | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10118 | NONE | PC | GENERAL | $1,000 |
| HERSHEY GARDENS | |||||||
| 450 BEDFORD STREET | LEXINGTON | MA | 02420 | NONE | PC | GENERAL | $1,000 |
| JEWISH WOMEN'S FOUNDATION OF NY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $1,000 |
| LINCOLN CENTER | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $3,000 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43 ST 8TH FL | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $4,000 |
| NEW YORK PHILHARMONIC | |||||||
| 25 WEST FOURTH STREET | NEW YORK | NY | 100121119 | NONE | PC | GENERAL | $5,000 |
| PARK AVENUE SYNAGAGUE | |||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $100,000 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 100214254 | NONE | PC | GENERAL | $250 |
| PROSTATE ACTION INC | |||||||
| 229 E 79TH ST SUITE 1A | NEW YORK | NY | 10075 | NONE | PC | GENERAL | $500 |
| THE BRONX CHARTER SCHOOL FOR CHILDREN | |||||||
| 388 WILLIS AVE | NEW YORK | NY | 10454 | NONE | PC | GENERAL | $250 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $10,000 |
| WEIL CORNELL MEDICAL COLLEGE | |||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | PC | GENERAL | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,346,000 | 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 | $143,576 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $5,070 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,526 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS LP | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$11,320 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$11,320 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $156,172 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,852 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BENJAMIN WINTER | |||||||
| 1 | 680 FIFTH AVENUE | NEW YORK | NY | 10019 | $1,000,000 | Yes (X) | |
| BENJAMIN WINTER | |||||||
| 2 | 680 FIFTH AVENUE | NEW YORK | NY | 10019 | $1,400,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | APARTMENT 17B AT 175 WEST 13TH STREET, NY | NoncashPropertyDesc |
| Fair Market Value | $1,400,000 | FairMarketValueAmt |
| Received | 2017-05-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,620 | Amt |
| Net Investment Income | $1,810 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,810 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| INVESTMENT IN UNSOLD APT #16C | 1995-07-01 | $1,540 | $39 | ADS | 40.000000000000 | $14 | $14 |
| IMPROVEMENTS | 2012-12-31 | $14,900 | $542 | SL | 27.500000000000 | $181 | $181 |
| INVESTMENT IN UNSOLD APT #17B | 1995-07-01 | $1,540 | ADS | 40.000000000000 | $19 | $19 | |
| IMPROVEMENTS | 2012-12-31 | $14,900 | SL | 27.500000000000 | $271 | $271 |
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 | $167 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$167 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,449 SHRS. - AT & T INC. | $59,241 | $82,409 |
| 903 SHRS. - COMCAST CORP. | $9,977 | $65,070 |
| 1,032 SHRS. VERIZON COMMUNICATIONS INC. | $28,436 | $49,402 |
| 1,000 SHRS. - GENERAL ELECTRIC CO. | $30,715 | $20,160 |
| 500 SHRS. - JP MORGAN CHASE | $19,260 | $50,305 |
| 833 SHRS. - TIME WARNER INC | $44,619 | $81,876 |
| 470 SHRS. - CITIGROUP INC | $17,296 | $34,545 |
| 2000 SHRS. - ALTRIA GROUP INC. | $77,772 | $128,440 |
| 500 SHRS. - ABBOTT LABORATORIES | $11,760 | $27,115 |
| 125 SHRS. - AIR PRODUCTS & CHEMICALS | $9,515 | $19,929 |
| 650 SHRS. - APPLE INC | $32,364 | $109,876 |
| 150 SHRS. - AUTOMATIC DATA PROCESSING INC | $6,606 | $17,439 |
| 175 SHRS. - BLACKROCK INC. | $45,275 | $82,395 |
| 550 SHRS. - CHEVRON CORPORATION | $57,001 | $63,740 |
| 400 SHRS. - CONOCOPHILLIPS | $24,050 | $20,460 |
| 6600 SHRS. - COCA COLA CO | $266,640 | $303,468 |
| 375 SHRS. - WALT DISNEY CO | $20,721 | $36,679 |
| 1100 SHRS. - EXXON MOBIL CORP. | $88,777 | $91,685 |
| 1100 SHRS. - JP MORGAN CHASE & CO. | $66,985 | $110,671 |
| 231 SHRS. - KRAFT HEINZ CO, | $16,223 | $17,863 |
| 900 SHRS. - KINDER MORGAN INC. | $25,133 | $16,299 |
| 300 SHRS. - MCDONALDS CORP | $23,484 | $50,073 |
| 300 SHRS. - NESTLE SA-SPONSORED ADR | $18,558 | $25,269 |
| 400 SHRS. - OCCIDENTAL PETE CORP | $0 | $0 |
| 2000 SHRS. - PHILIP MORRIS INTERNATIONAL | $143,160 | $209,280 |
| 350 SHRS. - PEPSICO INC | $22,634 | $38,581 |
| 200 SHRS. - PRAXAIR INC | $19,888 | $29,224 |
| 425 SHRS. - PROCTER & GAMBLE CO | $26,328 | $36,695 |
| 1150 SHRS. - ROCHE HOLDING LTD | $25,820 | $33,252 |
| 500 SHRS. - TARGET CORP | $0 | $0 |
| 500 SHRS. - TEXAS INSTRUMENTS INC | $17,235 | $48,345 |
| 650 SHRS. - TOTAL S.A. | $35,995 | $36,218 |
| 300 SHRS. - UNITED TECHNOLOGIES CORP | $24,031 | $35,928 |
| 225 SHRS. - WALGREEN BOOTS ALLIANCE | $8,951 | $14,911 |
| 692 SHRS. - MONDELEZ INTERNATIONAL INC | $25,618 | $28,670 |
| 250 SHRS. - ESTEE LAUDER COMPANIES INC | $14,683 | $27,953 |
| 500 SHRS. - ABBVIE INC | $12,752 | $45,125 |
| 1925 SHRS. - COMCAST CORP | $63,698 | $69,358 |
| 75 SHRS. - CANADIAN PACIFIC RAILWAY | $9,521 | $13,008 |
| 300 SHRS. - NOVARTIS AG | $25,294 | $24,774 |
| 400 SHRS. - WELLS FARGO & CO | $38,158 | $44,912 |
| 10,000 SHRS. - FORD MOTOR | $19,600 | $122,700 |
| 300 SHRS. - ANHEUSER-BUSCH INBEV SA | $32,111 | $36,834 |
| 425 SHRS. - AMERICAN EXPRESS COMPANY | $36,141 | $40,596 |
| 975 SHRS. - TWENTY FIRST CENTURY FOX INC | $32,534 | $24,814 |
| 375 SHRS. - UNION PACIFIC CORP | $37,270 | $43,421 |
| 104 SHRS - TIME INC | $1,883 | $1,206 |
| 650 SHRS - STATE STREET CORP | $53,543 | $59,800 |
| 575 SHRS - CHUBB LIMITED | $63,812 | $86,721 |
| 1158 SHRS - ALPHABET INC CAP | $82,035 | $116,914 |
| 300 SHRS - ASML HOLDING | $29,565 | $54,225 |
| 125 SHRS - CELGENE CORP | $0 | $0 |
| 775 SHRS - FACEBOOK INC | $85,743 | $139,547 |
| 100 SHRS - GILEAD SCIENCES INC | $0 | $0 |
| 100 SHRS - INTERCONTINENTAL EXCHANGE INC | $22,621 | $33,050 |
| 1750 SHRS - MICROSOFT CORP | $95,229 | $145,565 |
| 650 SHRS - NIKE INC | $36,260 | $35,744 |
| 725 SHRS - NOVO NORDISK | $34,152 | $36,098 |
| 400 SHRS - ORACLE CORP | $17,232 | $20,360 |
| 4875 SHRS - PFIZER INC | $171,649 | $170,918 |
| 500 SHRS - VISA INC | $37,220 | $54,990 |
| 2325 SHRS - ALTRIA GROUP INC COM | $120,232 | $149,312 |
| 1165 SHRS - CHEVRON CORP | $119,742 | $135,012 |
| 1225 SHRS - COCA COLA COMPANY | $49,940 | $56,326 |
| 1940 SHRS - CONOCOPHILLIPS COM | $119,969 | $99,231 |
| 3825 SHRS - ENTERPRISE PRODS PARTNERS LP | $81,645 | $93,712 |
| 710 SHRS - EXXON MOBIL CORP COM | $60,056 | $59,179 |
| 2960 SHRS - KINDER MORGAN INC | $119,937 | $53,605 |
| 517 SHRS - MCDONALDS CORP | $49,961 | $86,292 |
| 1645 SHRS - OCCIDENTAL PETE CORP | $119,850 | $106,218 |
| 1537 SHRS - PHILIP MORRIS INTL INC | $120,048 | $160,832 |
| 1,000 SHRS - CALIFORNIA RESOURCES | $54,000 | $11,030 |
| 102 SHRS. - CHARTER COMMUNICATIONS INC-A | $4,559 | $34,085 |
| 250 SHRS. - UNITEDHEALTH GROUP INC COM | $35,550 | $52,555 |
| 62 SHRS. VERSUM MATLS INC COM | $0 | $0 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| INVESTMENT IN UNSOLD APT #17B | $1,540 | $19 | $1,521 |
| IMPROVEMENTS | $14,900 | $271 | $14,629 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $3,253 | LegalFeesAmt |
| Net Investment Income | $3,253 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $204 | $0 | $204 |
| MAINTENANCE | $6,687 | $6,687 | $0 |
| MAINTENANCE | $12,439 | $12,439 | $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 | -$11,320 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$11,320 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $17,994 | $17,994 | $0 |
| MANAGEMENT FEES | $353 | $353 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,897 | $1,897 | $0 |
| STATE FILING FEE | $500 | $0 | $500 |
Comments