BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-02-15
- IRS object ID
- 201720469349100242
- Schema version
- 2015v3.0
- 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 | 2017-02-15T16:08:48-06:00 | ReturnTs |
| Tax Period End | 2016-10-31 | 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 | 2015-11-01 | 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 | 2017-02-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,041,083 | 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 | $5,220,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $124,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,216 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $45,100 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $45,100 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $22,378 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $15,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $190,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,973 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$10,463 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,394,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,289 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,077 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,077 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,545 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,272 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,273 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,867 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,011 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,536 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $581 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $581 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,277 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,277 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,141 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,267,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,267,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,357,549 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,283,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,037,103 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,580 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,850,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,850,221 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,377,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,416,165 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,971,443 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,220,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $581 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $1,219,419 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,219,419 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,448,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,485,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,041,083 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,242,367 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,279,470 | 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 | $3,448,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,485,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,448,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,485,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,448,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,037,103 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,485,805 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,485,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 0.50 SHS VERSUM MATLS INC COM | P | 2011-06-29 | 2016-10-06 | $12 | $8 | $4 | $4 |
| 167 SHS TIME WARNER INC NEW COM NEW | P | 2015-04-15 | 2016-09-08 | $13,134 | $14,183 | -$1,049 | -$1,049 |
| 21 SHS TIME INC NEW COM | P | 2015-04-15 | 2016-09-08 | $285 | $495 | -$210 | -$210 |
| 75 SHS QUALCOMM INC | P | 2015-04-15 | 2016-09-08 | $4,642 | $5,135 | -$493 | -$493 |
| 151.85 SHS EMC CORP COM | P | 2015-04-15 | 2016-09-08 | $3,530 | $3,061 | $469 | $469 |
| 19 SHS DELL TECHNOLOGIES INC CL V | P | 2015-04-15 | 2016-09-08 | $921 | $897 | $24 | $24 |
| 75 SHS ALEXION PHARMACEUTICALS INC COM | P | 2015-09-01 | 2016-09-08 | $9,657 | $12,916 | -$3,259 | -$3,259 |
| 23.15 EMC CORP COM | P | 2015-04-15 | 2016-09-07 | $679 | $607 | $72 | $72 |
| 0.51 DELL TECHNOLOGIES INC CL V | P | 2015-04-15 | 2016-09-07 | $24 | $24 | $0 | $0 |
| 4.9 SHS CALIFORNIA RES CORP COM NEW | P | 2011-08-08 | 2016-07-15 | $65 | $303 | -$238 | -$238 |
| 0.70 SHS CALIFORNIA RES CORP COM NEW | P | 2011-03-29 | 2016-06-01 | $10 | $62 | -$52 | -$52 |
| 150 SHS TIME WARNER CABLE INC COM | P | 2011-09-26 | 2016-04-05 | $30,671 | $9,821 | $20,850 | $20,850 |
| 300 SHS SAMILLER PLC SPONSORED ADR | P | 2012-10-16 | 2016-04-05 | $17,798 | $13,074 | $4,724 | $4,724 |
| 25 SHS DIAGEO PLC SPONSORED ADR NEW | P | 2013-06-28 | 2016-04-05 | $2,655 | $2,904 | -$249 | -$249 |
| 100 SHS DIAGEO PLC SPONSORED ADR NEW | P | 2013-01-08 | 2016-04-05 | $10,621 | $11,634 | -$1,013 | -$1,013 |
| 300 SHS FRANKLIN RESOURCES | P | 2011-03-29 | 2016-01-25 | $9,938 | $11,970 | -$2,032 | -$2,032 |
| 300 SHS FRANKLIN RESOURCES | P | 2011-08-08 | 2016-01-25 | $9,938 | $11,068 | -$1,130 | -$1,130 |
| 150 SHS INTERNATIONAL BUSINESS ORP COM | P | 2011-03-29 | 2016-01-25 | $18,464 | $24,231 | -$5,767 | -$5,767 |
| 50 SHS INTERNATIONAL BUSINESS ORP COM | P | 2011-04-01 | 2016-01-25 | $6,155 | $8,226 | -$2,071 | -$2,071 |
| 100 SHS EOG RES INC COM | P | 2015-01-28 | 2015-12-18 | $7,337 | $8,871 | -$1,534 | -$1,534 |
| 0.40 CALIFORNIA RES CORP COM NEW | P | 2015-03-17 | 2016-06-01 | $6 | $5 | $1 | $1 |
| 2.5 SHS CALIFORNIA RES CORP COM NEW | P | 2011-04-27 | 2016-07-15 | $32 | $189 | -$157 | -$157 |
| 11.6 SHS CALIFORNIA RES CORP COM NEW | P | 2011-03-29 | 2016-07-15 | $152 | $859 | -$707 | -$707 |
| 100 SHS EOG RES INC COM | P | 2015-03-04 | 2015-12-18 | $7,337 | $8,956 | -$1,619 | -$1,619 |
| 100 SHS DUTCH SHELL PL D ADR RESPTG A SHS | P | 2011-03-29 | 2015-12-18 | $4,385 | $7,159 | -$2,774 | -$2,774 |
| 100 SHS DUTCH SHELL PL D ADR RESPTG A SHS | P | 2011-04-01 | 2015-12-18 | $4,385 | $7,359 | -$2,974 | -$2,974 |
| 150 SHS DUTCH SHELL PL D ADR RESPTG A SHS | P | 2011-08-08 | 2015-12-18 | $6,577 | $9,320 | -$2,743 | -$2,743 |
| 15 SHS CALIFORNIA RES CORP COM NEW | P | 2015-03-17 | 2016-07-15 | $194 | $194 | $0 | $0 |
| 209 SHS TIME WARNER CABLE INC | P | 2009-03-30 | 2016-05-20 | $20,900 | $20,900 | $20,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,973 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,158,460 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,319,584 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.268188 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,496 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,193,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034424 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $96,115 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,912,853 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050247 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,462 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,603,604 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037704 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,885 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,096,051 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.009019 | DistributionYr5Rt |
| Total Distribution | 0.399582 | TotalDistributionRt |
| Average Distribution | 0.079916 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,347,382 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $667,089 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,348 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $668,437 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,283,600 | 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 | $1,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,532 | OverpaymentAmt |
| Applied To ES Tax | $10,532 | 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 |
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 | $3,941,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,415,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,118,333 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,474,500 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,474,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,347,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $417,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $417,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,348 | TotalTaxAmt |
| Distributable Before Adj | $416,021 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $416,021 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $416,021 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,283,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,283,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,348 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,282,252 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,021 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $870,471 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $870,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,283,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $416,021 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $867,579 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,738,050 | 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 | $1,738,050 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $870,471 | ExcessFromYear1Amt |
| Excess From Current Year | $867,579 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92 ND STREET Y | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $8,400 |
| ART CONNECTION | |||||||
| 520 8TH AVENUE 321 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $5,000 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| 415 HARRISBURG AVE | LANCASTER | PA | 17603 | NONE | PC | GENERAL | $1,000,000 |
| FSH SOCIETY INC | |||||||
| 450 BEDFORD STREET | LEXINGTON | MA | 02420 | NONE | PC | GENERAL | $250 |
| JEWISH WOMEN'S FOUNDATION OF NY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $250 |
| LINCOLN CENTER | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $8,000 |
| MAHATTAN THEATRE CLUB | |||||||
| 311 WEST 43 ST 8TH FL | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $30,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PC | GENERAL | $2,500 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 25 WEST FOURTH STREET | NEW YORK | NY | 100121119 | NONE | PC | GENERAL | $500 |
| RICHARD TRUCKER MUSIC | |||||||
| 208 FORSYTH STREET | NEW YORK | NY | 10002 | NONE | PC | GENERAL | $2,500 |
| THE BRONX CHARTER SCHOOL | |||||||
| 388 WILLIS AVE | BRONX | NY | 10454 | NONE | PC | GENERAL | $250 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $10,000 |
| WELL 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 | $1,267,650 | 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 | $124,216 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $22,378 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,799 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS LP | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$10,463 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$10,463 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $162,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,930 | 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 | $4,000,000 | Yes (X) | |
| BENJAMIN WINTER | |||||||
| 2 | 680 FIFTH AVENUE | NEW YORK | NY | 10019 | $1,220,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | APARTMENT 16C AT 175 WEST 13TH STREET, NY | NoncashPropertyDesc |
| Fair Market Value | $1,220,000 | FairMarketValueAmt |
| Received | 2015-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,545 | Amt |
| Net Investment Income | $1,272 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,273 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| INVESTMENT IN UNSOLD APT | 1995-07-01 | $1,540 | ADS | 40.000000000000 | $39 | $39 |
| IMPROVEMENTS | 2012-12-31 | $14,900 | SL | 27.500000000000 | $542 | $542 |
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 |
| Acquired | 2015-03 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2015-12 | SoldDt |
| Basis | $1,174 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$1,174 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (89 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,449 SHRS. - AT & T INC. | $59,241 | $90,099 |
| 903 SHRS. - COMCAST CORP. | $9,977 | $55,823 |
| 1,032 SHRS. VERIZON COMMUNICATIONS INC. | $28,436 | $49,639 |
| 1,000 SHRS. - GENERAL ELECTRIC CO. | $30,715 | $29,100 |
| 500 SHRS. - JP MORGAN CHASE | $19,260 | $34,630 |
| 833 SHRS. - TIME WARNER INC | $44,619 | $74,129 |
| 209 SHRS. - TIME WARNER CABLE INC | $0 | $0 |
| 470 SHRS. - CITIGROUP INC | $17,296 | $23,101 |
| 2000 SHRS. - ALTRIA GROUP INC. | $77,772 | $132,240 |
| 500 SHRS. - ABBOTT LABORATORIES | $11,760 | $19,620 |
| 125 SHRS. - AIR PRODUCTS & CHEMICALS | $9,515 | $16,678 |
| 650 SHRS. - APPLE INC | $32,364 | $73,801 |
| 150 SHRS. - AUTOMATIC DATA PROCESSING INC | $6,606 | $13,059 |
| 125 SHRS. - BLACKROCK INC. | $25,965 | $42,655 |
| 550 SHRS. - CHEVRON CORPORATION | $57,001 | $57,613 |
| 400 SHRS. - CONOCOPHILLIPS | $24,050 | $17,380 |
| 8600 SHRS. - COCA COLA CO | $335,229 | $364,640 |
| 375 SHRS. - WALT DISNEY CO | $20,721 | $34,759 |
| 1100 SHRS. - EXXON MOBIL CORP. | $88,777 | $91,652 |
| 600 SHRS. - FRANKLIN RESOURCES INC. | $0 | $0 |
| 200 SHRS. - INTERNATIONAL BUSINESS | $0 | $0 |
| 700 SHRS. - JP MORGAN CHASE & CO. | $32,153 | $48,482 |
| 231 SHRS. - KRAFT HEINZ CO, | $16,781 | $20,547 |
| 900 SHRS. - KINDER MORGAN INC. | $25,133 | $18,387 |
| 300 SHRS. - MCDONALDS CORP | $23,484 | $33,771 |
| 300 SHRS. - NESTLE SA-SPONSORED ADR | $18,558 | $21,794 |
| 400 SHRS. - OCCIDENTAL PETE CORP | $37,347 | $29,164 |
| 2000 SHRS. - PHILIP MORRIS INTERNATIONAL | $143,160 | $192,880 |
| 350 SHRS. - PEPSICO INC | $22,634 | $37,520 |
| 200 SHRS. - PRAXAIR INC | $19,888 | $23,412 |
| 425 SHRS. - PROCTER & GAMBLE CO | $26,328 | $36,890 |
| 350 SHRS. - ROYAL DUTCH SHELL PLC | $0 | $0 |
| 1150 SHRS. - ROCHE HOLDING LTD | $25,820 | $32,976 |
| 500 SHRS. - TARGET CORP | $24,900 | $34,365 |
| 150 SHRS. - TIME WARNER CABLE INC | $0 | $0 |
| 500 SHRS. - TEXAS INSTRUMENTS INC | $17,235 | $35,425 |
| 650 SHRS. - TOTAL S.A. | $35,995 | $31,031 |
| 300 SHRS. - UNITED TECHNOLOGIES CORP | $24,031 | $30,660 |
| 225 SHRS. - WALGREEN BOOTS ALLIANCE | $8,951 | $18,614 |
| 692 SHRS. - MONDELEZ INTERNATIONAL INC | $25,985 | $31,098 |
| 250 SHRS. - ESTEE LAUDER COMPANIES INC | $14,683 | $21,783 |
| 300 SHRS. - SABMILLER PLC | $0 | $0 |
| 500 SHRS. - ABBVIE INC | $12,752 | $27,890 |
| 400 SHRS. - COMCAST CORP | $21,053 | $24,728 |
| 75 SHRS. - CANADIAN PACIFIC RAILWAY | $9,521 | $10,722 |
| 125 SHRS. - DIAGEO PLC-SPONSORED ADR | $0 | $0 |
| 300 SHRS. - NOVARTIS AG | $25,294 | $21,306 |
| 400 SHRS. - WELLS FARGO & CO | $16,851 | $18,404 |
| 10,000 SHRS. - FORD MOTOR | $19,600 | $117,400 |
| 200 SHRS. - ANHEUSER-BUSCH INBEV SA | $21,159 | $23,098 |
| 425 SHRS. - AMERICAN EXPRESS COMPANY | $36,141 | $28,229 |
| 975 SHRS. - TWENTY FIRST CENTURY FOX INC | $32,534 | $25,730 |
| 250 SHRS. - UNION PACIFIC CORP | $23,610 | $22,045 |
| 104 SHRS - TIME INC | $1,883 | $1,352 |
| 375 SHRS - STATE STREET CORP | $26,844 | $26,329 |
| 500 SHRS - CHUBB LIMITED | $53,474 | $63,500 |
| 160 SHRS. - CALIFORNIA RESOURCES COR | $0 | $0 |
| 75 SHRS - ALEXION PHAMACEUTICALS INC | $0 | $0 |
| 90 SHRS - ALPHABET INC CAP | $61,121 | $70,609 |
| 300 SHRS - ASML HOLDING | $29,565 | $31,686 |
| 125 SHRS - CELGENE CORP | $14,621 | $12,773 |
| 175 SHRS - EMC CORP COM | $0 | $0 |
| 200 SHS - EOG RES INC COM | $0 | $0 |
| 625 SHRS - FACEBOOK INC | $60,198 | $81,869 |
| 100 SHRS - GILEAD SCIENCES INC | $10,310 | $7,363 |
| 100 SHRS - INTERCONTINENTAL EXCHANGE INC | $22,621 | $27,039 |
| 1425 SHRS - MICROSOFT CORP | $73,686 | $85,386 |
| 400 SHRS - NIKE INC | $22,308 | $20,072 |
| 725 SHRS - NOVO NORDISK | $34,152 | $25,767 |
| 400 SHRS - ORACLE CORP | $17,232 | $15,368 |
| 6375 SHRS - PFIZER INC | $224,464 | $202,151 |
| 75 SHRS - QUALCOMM INC | $0 | $0 |
| 21 SHRS - TIME INC | $0 | $0 |
| 167 SHRS - TIME WARNER INC | $0 | $0 |
| 500 SHRS - VISA INC | $37,220 | $41,255 |
| 2325 SHRS - ALTRIA GROUP INC COM | $120,232 | $153,729 |
| 1165 SHRS - CHEVRON CORP | $119,742 | $122,034 |
| 1225 SHRS - COCA COLA COMPANY | $49,940 | $51,940 |
| 1940 SHRS - CONOCOPHILLIPS COM | $119,969 | $84,293 |
| 3825 SHRS - ENTERPRISE PRODS PARTNERS LP | $99,425 | $96,543 |
| 710 SHRS - EXXON MOBIL CORP COM | $60,056 | $59,157 |
| 2960 SHRS - KINDER MORGAN INC | $119,937 | $60,473 |
| 517 SHRS - MCDONALDS CORP | $49,961 | $58,199 |
| 1645 SHRS - OCCIDENTAL PETE CORP | $119,850 | $119,937 |
| 1537 SHRS - PHILIP MORRIS INTL INC | $120,048 | $148,228 |
| 1,000 SHRS - CALIFORNIA RESOURCES | $54,000 | $10,260 |
| 102 SHRS. - CHARTER COMMUNICATIONS INC-A | $4,559 | $25,489 |
| 200 SHRS. - UNITEDHEALTH GROUP INC COM | $26,977 | $28,266 |
| 62 SHRS. VERSUM MATLS INC COM | $885 | $1,407 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| INVESTMENT IN UNSOLD APT | $1,540 | $39 | $1,501 |
| IMPROVEMENTS | $14,900 | $542 | $14,358 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $3,077 | LegalFeesAmt |
| Net Investment Income | $3,077 | 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 | $150 | $0 | $150 |
| STATE FILING FEE | $250 | $0 | $250 |
| MAINTENANCE | $22,141 | $22,141 | $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 | -$10,463 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$10,463 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $22,867 | Amt |
| Net Investment Income | $22,867 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,536 | $1,536 | $0 |
| EXCISE TAXES | $22,475 | $0 | $0 |
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