BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2014-11-01 to 2015-10-31
- Filed
- 2016-02-10
- IRS object ID
- 201600419349100100
- Schema version
- 2014v6.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-10T07:04:34-06:00 | ReturnTs |
| Tax Period End | 2015-10-31 | 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 | 2014-11-01 | 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 | 730 FIFTH AVENUE | 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 | 2016-02-09 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,046,506 | 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 | $2,800,756 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $98,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,549,598 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,108,599 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,054,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,207,065 | 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 | $2,470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,235 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,235 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,913 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,913 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,416 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,005 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,005 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,160,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,160,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,192,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,170,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,862,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,187,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,236 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,580 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,580 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,562,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,377,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,974,926 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,586,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,448,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,046,506 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $380,341 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,242,367 | 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 | $1,586,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,448,702 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,586,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,448,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,586,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,862,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,448,702 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,448,702 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 75 SHS PHILLIPS 66 | P | 2011-03-29 | 2015-02-02 | $5,131 | $2,723 | $2,408 | $2,408 |
| 150 SHS ROYAL DUTCH SHELL PLC | P | 2011-03-29 | 2015-02-02 | $9,622 | $10,739 | -$1,117 | -$1,117 |
| 100 SHS TOTAL S A | P | 2011-03-29 | 2015-02-02 | $5,049 | $5,989 | -$940 | -$940 |
| 125 SHS AIR PRODUCTS & CHEMICALS INC | P | 2011-03-29 | 2015-03-09 | $19,484 | $11,399 | $8,085 | $8,085 |
| 83 SHS CDK GLOBAL INC | P | 2011-03-29 | 2015-03-09 | $3,804 | $1,593 | $2,211 | $2,211 |
| 225 SHS JOHNSON & JOHNSON | P | 2011-03-29 | 2015-03-09 | $22,900 | $13,304 | $9,596 | $9,596 |
| 133 SHS KRAFT FOODS GROUP INC | P | 2011-03-29 | 2015-03-09 | $8,385 | $4,400 | $3,985 | $3,985 |
| 500 SHS MERCK & CO INC | P | 2011-03-29 | 2015-03-09 | $29,055 | $16,315 | $12,740 | $12,740 |
| 400 SHS MONDELEZ INTERNATIONAL INC | P | 2011-03-29 | 2015-03-09 | $14,506 | $8,140 | $6,366 | $6,366 |
| 100 SHS MCDONALDS CORP | P | 2011-03-29 | 2015-03-09 | $9,969 | $7,514 | $2,455 | $2,455 |
| 50 SHS PEPSCIO INC | P | 2011-03-29 | 2015-03-09 | $4,845 | $3,226 | $1,619 | $1,619 |
| 275 SHS WALGREEN BOOTS ALLIANCE INC | P | 2011-03-29 | 2015-03-09 | $22,786 | $10,940 | $11,846 | $11,846 |
| 550 SHS INTEL CORP | P | 2011-03-29 | 2015-07-30 | $15,474 | $11,215 | $4,259 | $4,259 |
| 400 SHS WAL-MART STORES INC | P | 2011-03-29 | 2015-07-30 | $28,509 | $21,121 | $7,388 | $7,388 |
| 100 SHS AUTOMATIC DATA PROCESSING INC | P | 2011-03-29 | 2015-09-04 | $7,526 | $4,404 | $3,122 | $3,122 |
| 250 SHS CATERPILLAR INC | P | 2011-03-29 | 2015-09-04 | $18,717 | $27,118 | -$8,401 | -$8,401 |
| 275 SHS JOHNSON & JOHNSON | P | 2011-03-29 | 2015-09-04 | $25,259 | $16,261 | $8,998 | $8,998 |
| 125 SHS PHILLIPS 66 | P | 2011-03-29 | 2015-09-04 | $9,689 | $4,424 | $5,265 | $5,265 |
| 175 SHS PROCTER & GAMBLE CO | P | 2011-03-29 | 2015-09-04 | $12,108 | $10,647 | $1,461 | $1,461 |
| 231 KRAFT FOODS GROUP INC COM | P | 2015-04-15 | 2015-07-06 | $3,812 | $3,284 | $528 | $528 |
| 2000 SHS NETWORK APPLIANCE INC | P | 2006-12-15 | 2015-07-16 | $61,175 | $81,410 | -$20,235 | -$20,235 |
| 247 SHS FRONTIER COMMUNICATIONS CORPORATION | P | 2010-07-01 | 2018-03-18 | $1,793 | $1,917 | -$124 | -$124 |
| SALE OF APARTMENT 16F AT 175 WEST 13TH STREET, NY | D | 2014-10-07 | 2015-08-12 | $1,210,000 | $162,916 | $1,047,084 | $1,047,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,108,599 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,496 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,193,129 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034424 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,912,853 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050247 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,462 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,603,604 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037704 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,885 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,096,051 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.009019 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,734 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $918,177 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033473 | DistributionYr5Rt |
| Total Distribution | 0.164867 | TotalDistributionRt |
| Average Distribution | 0.032973 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,319,584 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $142,430 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,875 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $154,305 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,170,335 | 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 | $11,875 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,875 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,280 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10,595 | 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 | 730 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 | ||||||||
| 730 FIFTH AVENUE | NEW YORK | NY | 10019 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SUSAN WINTER | ||||||||
| 730 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 | $4,243,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,385,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,385,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,319,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,875 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,875 | TotalTaxAmt |
| Distributable Before Adj | $204,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $204,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $204,104 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,170,335 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,170,335 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,875 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,158,460 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,760 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,170,335 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,760 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $204,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $870,471 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $870,471 | 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 | $870,471 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $870,471 | 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 (17 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 | $5,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | NONE | PC | GENERAL | $1,250 |
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | |||||||
| 51 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | PC | GENERAL | $10,000 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 500 FIFTH AVE - SUITE 2540 | NEW YORK | NY | 10110 | NONE | PC | GENERAL | $5,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | GENERAL | $5,000 |
| ART CONNECTION | |||||||
| 520 8TH AVENUE 321 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $10,000 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | GENERAL | $2,500 |
| DAVID GEFFEN HALL LINCOLN CENTER | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $2,500 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| 415 HARRISBURG AVE | LANCASTER | PA | 17603 | NONE | PC | GENERAL | $1,000,000 |
| 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 | $5,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 115 BROADWAY SUITE 1301 | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $3,000 |
| MAHATTAN THEATRE CLUB | |||||||
| 311 WEST 43 ST 8TH FL | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $7,500 |
| NATIONAL 911 MUSEUM | |||||||
| 200 LIBERTY STREET 16TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | GENERAL | $100 |
| RXART | |||||||
| 208 FORSYTH STREET | NEW YORK | NY | 10002 | NONE | PC | GENERAL | $2,500 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $100,000 |
| WELL CORNELL MEDICAL COLLEGE | |||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | PC | GENERAL | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,160,950 | 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 | $98,466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $155,039 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $253,505 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $253,505 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BENJAMIN WINTER | |||||||
| 1 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $2,091,900 | Yes (X) | |
| WINTER ADVISORS LLC EIN#20-0325229 | |||||||
| 2 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $1,428 | Yes (X) | |
| WINTER ADVISORS LLC EIN#20-0325229 | |||||||
| 3 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $52,120 | Yes (X) | |
| WINTER ADVISORS LLC EIN#20-0325229 | |||||||
| 4 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $78,110 | Yes (X) | |
| WINTER ADVISORS LLC EIN#20-0325229 | |||||||
| 5 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $14,053 | Yes (X) | |
| WINTER ADVISORS LLC EIN#20-0325229 | |||||||
| 6 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $283,570 | Yes (X) | |
| WINTER ADVISORS LLC EIN#20-0325229 | |||||||
| 7 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $4,585 | Yes (X) | |
| WINTER ADVISORS LLC EIN#20-0325229 | |||||||
| 8 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $25,929 | Yes (X) | |
| WINTER ADVISORS LLC EIN#20-0325229 | |||||||
| 9 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $20,089 | Yes (X) | |
| WINTER ADVISORS LLC EIN#20-0325229 | |||||||
| 10 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $223,316 | Yes (X) | |
| WINTER ADVISORS LLC EIN#20-0325229 | |||||||
| 11 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $5,173 | Yes (X) | |
| WINTER ADVISORS LLC EIN#20-0325229 | |||||||
| 12 | 730 FIFTH AVENUE | NEW YORK | NY | 10019 | $483 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 1,000 SHARES - ALTRIA GROUP INC | $52,120 | 2015-04-15 |
| 4 | 1,000 SHARES - PHILLIP MORRIS | $78,110 | 2015-04-15 |
| 5 | 167 SHARES - TIME WARNER INC | $14,053 | 2015-04-15 |
| 6 | 7,000 SHARES - COCA COLA COMPANY | $283,570 | 2015-04-15 |
| 7 | 175 SHARES - EMC CORP-MASS | $4,585 | 2015-04-15 |
| 8 | 692 SHARES - MONDELEZ INTERNATIONAL INC | $25,929 | 2015-04-15 |
| 9 | 231 SHARES - KRAFT FOODS GROUP INC | $20,089 | 2015-04-15 |
| 10 | 6,375 SHARES - PFIZER INC | $223,316 | 2015-04-15 |
| 11 | 75 SHARES - QUALCOMM INC | $5,173 | 2015-04-15 |
| 12 | 21 SHARES - TIME INC | $483 | 2015-04-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,470 | Amt |
| Net Investment Income | $1,235 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,235 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,449 SHRS. - AT & T INC. | $59,241 | $82,066 |
| 903 SHRS. - COMCAST CORP. | $9,977 | $56,546 |
| 1,032 SHRS. VERIZON COMMUNICATIONS INC. | $28,436 | $48,380 |
| 1,000 SHRS. - GENERAL ELECTRIC CO. | $30,715 | $28,920 |
| 500 SHRS. - JP MORGAN CHASE | $19,260 | $32,125 |
| 2,000 SHRS. - NETWORK APPLIANCE INC | $0 | $0 |
| 833 SHRS. - TIME WARNER INC | $44,619 | $62,758 |
| 209 SHRS. - TIME WARNER CABLE INC | $4,559 | $39,585 |
| 470 SHRS. - CITIGROUP INC | $17,296 | $24,990 |
| 247 SHRS. - FRONTIER COMMUNICATIONS CORP | $0 | $0 |
| 2000 SHRS. - ALTRIA GROUP INC. | $77,772 | $120,940 |
| 500 SHRS. - ABBOTT LABORATORIES | $11,760 | $22,400 |
| 125 SHRS. - AIR PRODUCTS & CHEMICALS | $10,408 | $17,373 |
| 650 SHRS. - APPLE INC | $32,364 | $77,675 |
| 150 SHRS. - AUTOMATIC DATA PROCESSING INC | $6,606 | $13,049 |
| 75 SHRS. - BLACKROCK INC. | $11,145 | $26,398 |
| 550 SHRS. - CHEVRON CORPORATION | $57,001 | $49,984 |
| 400 SHRS. - CONOCOPHILLIPS | $24,050 | $21,340 |
| 250 SHRS. - CATERPILLAR INC. | $0 | $0 |
| 8600 SHRS. - COCA COLA CO | $335,229 | $364,210 |
| 375 SHRS. - WALT DISNEY CO | $20,721 | $42,653 |
| 1100 SHRS. - EXXON MOBIL CORP. | $88,777 | $91,014 |
| 600 SHRS. - FRANKLIN RESOURCES INC. | $23,038 | $24,456 |
| 550 SHRS. - INTEL CORP. | $0 | $0 |
| 200 SHRS. - INTERNATIONAL BUSINESS | $32,457 | $28,016 |
| 700 SHRS. - JP MORGAN CHASE & CO. | $32,153 | $44,975 |
| 500 SHRS. - JOHNSON & JOHNSON | $0 | $0 |
| 231 SHRS. - KRAFT FOODS INC. | $16,781 | $18,011 |
| 900 SHRS. - KINDER MORGAN INC. | $25,133 | $24,615 |
| 500 SHRS. - MERCK & CO INC | $0 | $0 |
| 300 SHRS. - MCDONALDS CORP | $23,484 | $33,675 |
| 300 SHRS. - NESTLE SA-SPONSORED ADR | $18,558 | $23,008 |
| 400 SHRS. - OCCIDENTAL PETE CORP | $37,409 | $29,816 |
| 2000 SHRS. - PHILIP MORRIS INTERNATIONAL | $143,160 | $176,800 |
| 350 SHRS. - PEPSICO INC | $22,634 | $35,767 |
| 200 SHRS. - PRAXAIR INC | $19,888 | $22,218 |
| 425 SHRS. - PROCTER & GAMBLE CO | $26,328 | $32,462 |
| 350 SHRS. - ROYAL DUTCH SHELL PLC | $23,838 | $18,361 |
| 1150 SHRS. - ROCHE HOLDING LTD | $25,820 | $39,125 |
| 500 SHRS. - TARGET CORP | $24,900 | $38,590 |
| 150 SHRS. - TIME WARNER CABLE INC | $9,821 | $28,410 |
| 500 SHRS. - TEXAS INSTRUMENTS INC | $17,235 | $28,360 |
| 650 SHRS. - TOTAL S.A. | $35,995 | $31,350 |
| 300 SHRS. - UNITED TECHNOLOGIES CORP | $24,031 | $29,523 |
| 400 SHRS. - WALMART STORES INC | $0 | $0 |
| 225 SHRS. - WALGREEN CO | $8,951 | $19,053 |
| 692 SHRS. - MONDELEZ INTERNATIONAL INC | $25,985 | $31,943 |
| 250 SHRS. - ESTEE LAUDER COMPANIES INC | $14,683 | $20,115 |
| 300 SHRS. - SABMILLER PLC | $13,074 | $18,510 |
| 200 SHRS. - PHILLIPS 66 | $0 | $0 |
| 500 SHRS. - ABBVIE INC | $12,752 | $29,775 |
| 400 SHRS. - COMCAST CORP | $21,053 | $25,048 |
| 75 SHRS. - CANADIAN PACIFIC RAILWAY | $9,521 | $10,538 |
| 125 SHRS. - DIAGEO PLC-SPONSORED ADR | $14,538 | $14,385 |
| 300 SHRS. - NOVARTIS AG | $25,294 | $27,129 |
| 400 SHRS. - WELLS FARGO & CO | $16,851 | $21,656 |
| 10,000 SHRS. - FORD MOTOR | $19,600 | $148,100 |
| 200 SHRS. - ANHEUSER-BUSCH INBEV SA | $21,159 | $23,866 |
| 425 SHRS. - AMERICAN EXPRESS COMPANY | $36,141 | $31,136 |
| 975 SHRS. - TWENTY FIRST CENTURY FOX INC | $32,534 | $30,108 |
| 250 SHRS. - UNION PACIFIC CORP | $23,610 | $22,338 |
| 104 SHRS - TIME INC | $1,883 | $1,932 |
| 375 SHRS - STATE STREET CORP | $26,844 | $25,875 |
| 83 SHRS - CDK GLOBAL INC | $0 | $0 |
| 325 SHRS - ACE LIMITED | $33,366 | $36,901 |
| 160 SHRS. - CALIFORNIA RESOURCES COR | $1,351 | $646 |
| 75 SHRS - ALEXION PHAMACEUTICALS INC | $12,916 | $13,200 |
| 40 SHRS - ALPHABET INC CAP | $24,209 | $28,432 |
| 300 SHRS - ASML HOLDING | $29,565 | $27,837 |
| 125 SHRS - CELGENE CORP | $14,621 | $15,339 |
| 175 SHRS - EMC CORP COM | $4,589 | $1,589 |
| 200 SHS - EOG RES INC COM | $17,827 | $17,170 |
| 250 SHRS - FACEBOOK INC | $20,054 | $25,493 |
| 100 SHRS - GILEAD SCIENCES INC | $10,310 | $10,813 |
| 100 SHRS - INTERCONTINENTAL EXCHANGE INC | $22,621 | $25,240 |
| 250 SHRS - MICROSOFT CORP | $10,537 | $13,160 |
| 100 SHRS - NIKE INC | $10,915 | $13,103 |
| 725 SHRS - NOVO NORDISK | $34,152 | $38,556 |
| 400 SHRS - ORACLE CORP | $17,232 | $15,536 |
| 6375 SHRS - PEIZER INC | $224,464 | $215,603 |
| 75 SHRS - QUALCOMM INC | $5,135 | $4,457 |
| 21 SHRS - TIME INC | $495 | $390 |
| 167 SHRS - TIME WARNER INC | $14,183 | $12,582 |
| 300 SHRS - VISA INC | $20,510 | $23,274 |
| 2325 SHRS - ALTRIA GROUP INC COM | $120,232 | $140,593 |
| 1165 SHRS - CHEVRON CORP | $119,742 | $105,875 |
| 1225 SHRS - COCA COLA COMPANY | $49,940 | $51,879 |
| 1940 SHRS - CONOCOPHILLIPS COM | $119,969 | $103,499 |
| 3825 SHRS - ENTERPRISE PRODS PARTNERS LP | $117,064 | $105,685 |
| 710 SHRS - EXXON MOBIL CORP COM | $60,056 | $58,745 |
| 2960 SHRS - KINDER MORGAN INC | $119,937 | $80,956 |
| 517 SHRS - MCDONALDS CORP | $49,961 | $58,033 |
| 1645 SHRS - OCCIDENTAL PETE CORP | $120,049 | $122,618 |
| 1537 SHRS - PHILIP MORRIS INTL INC | $120,048 | $135,871 |
| 10,000 SHRS - CALIFORNIA RESOURCES | $54,000 | $40,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $145 | $0 | $145 |
| STATE FILING FEE | $250 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $16,913 | Amt |
| Net Investment Income | $16,913 | 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 | $1,416 | $1,416 | $0 |
| EXCISE TAXES | $2,086 | $0 | $0 |
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