BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-02-25
- IRS object ID
- 201540569349100104
- Schema version
- 2013v4.0
- 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 | 2015-02-25T11:06:40-06:00 | ReturnTs |
| Tax Period End | 2014-10-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O THE WINTER ORGANIZATION | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN WINTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126168900 | PhoneNum |
| Signature | 2015-02-12 | 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 | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,315,803 | 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 | $58,972 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $63,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,638 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $103,845 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,105 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,743 | 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 | $2,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,172 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,173 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,048 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,048 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,228 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,228 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $385 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,558 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,938 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,938 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,496 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,771 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,295 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,236 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,524,632 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,562,440 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,291,567 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,540,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,586,676 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,315,803 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $334,570 | CapitalStockBOYAmt |
| Capital Stock EOY | $380,341 | 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 | $1,540,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,586,676 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,540,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,586,676 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,540,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,771 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,586,676 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,586,676 | 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 |
|---|---|---|---|---|---|---|---|
| 300 SHS INTEL CORP | P | 2011-03-29 | 2014-02-07 | $7,222 | $6,117 | $1,105 | $1,105 |
| 50 SHS INTUITIVE SURGICAL INC COM | P | 2011-03-29 | 2014-02-07 | $20,806 | $16,543 | $4,263 | $4,263 |
| 400 SHS APPLE INC | P | 2011-03-29 | 2014-10-07 | $39,507 | $19,879 | $19,628 | $19,628 |
| 400 SHS FREEPORT MCMORAN INC | P | 2011-03-29 | 2014-10-07 | $12,596 | $21,660 | -$9,064 | -$9,064 |
| 100 SHS FREEPORT MCMORAN INC | P | 2011-05-10 | 2014-10-07 | $3,149 | $5,260 | -$2,111 | -$2,111 |
| 200 SHS FREEPORT MCMORAN INC | P | 2011-08-08 | 2014-10-07 | $6,298 | $8,708 | -$2,410 | -$2,410 |
| 150 SHS INTEL CORP | P | 2011-03-29 | 2014-10-07 | $4,997 | $3,059 | $1,938 | $1,938 |
| 100 SHS MCDONALDS CORP | P | 2011-03-29 | 2014-10-07 | $9,270 | $7,514 | $1,756 | $1,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,105 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,115 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,912,853 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050247 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,462 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,603,604 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037704 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,885 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,096,051 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.009019 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,734 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $918,177 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033473 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,005 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $689,594 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095716 | DistributionYr5Rt |
| Total Distribution | 0.226159 | TotalDistributionRt |
| Average Distribution | 0.045232 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,193,129 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,200 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $623 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $99,823 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,496 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,246 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,246 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Tax Due | $806 | 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $2,206,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,226,527 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,226,527 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,398 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,193,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,656 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,656 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,246 | TotalTaxAmt |
| Distributable Before Adj | $108,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,410 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,496 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,496 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,496 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,846 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,496 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,846 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $95,760 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENJAMIN WINTER | ContributingManagerNm |
| Contributing Manager | SUSAN WINTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFMDA | |||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL | $25,000 |
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | |||||||
| 51 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL | $5,000 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 500 FIFTH AVE - SUITE 2540 | NEW YORK | NY | 10110 | NONE | 501(C)(3) | GENERAL | $2,500 |
| ARTS CONNECTION | |||||||
| 520 8TH AVENUE 321 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL | $11,250 |
| COLUMBIA UNIVERSITY | |||||||
| 116TH ST BROADWAY | NEW YORK | NY | 10027 | NONE | 501(C)(3) | GENERAL | $2,500 |
| DAMON RUNYON CANCER RESEARCH FUND | |||||||
| 55 BROADWAY - SUITE 302 | NEW YORK | NY | 10006 | NONE | 501(C)(3) | GENERAL | $1,328 |
| FEGS HEALTH AND HUMAN SERVICES | |||||||
| 315 HUDSON STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | GENERAL | $2,000 |
| FRIENDS OF KAREN | |||||||
| 21 PERRY STREET | PORT JEFFERSON | NY | 11777 | NONE | 501(C)(3) | GENERAL | $500 |
| FRIENDS OF THE IDF | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL | $1,000 |
| HEART - HUMANE ADVOCATE | |||||||
| PO BOX 738 | MAMARONECK | NY | 10543 | NONE | 501(C)(3) | GENERAL | $2,500 |
| LINCOLN CENTER PERFORMING ARTS | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GENERAL | $9,500 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | GENERAL | $8,000 |
| RICHARD TUCKER MUSIC FOUNDATION INC | |||||||
| 1790 BROADWAY | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL | $2,500 |
| THE JEWISH MUSEUM'S 20TH ANNUAL FAMILY HANUKKAH PARTY | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | 501(C)(3) | GENERAL | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,938 | 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 | $63,638 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,743 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,743 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BENJAMIN WINTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $58,537 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,345 | Amt |
| Net Investment Income | $1,172 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,173 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,449 SHRS. - AT & T INC. | $59,241 | $85,323 |
| 903 SHRS. - COMCAST CORP. | $9,977 | $49,981 |
| 1,032 SHRS. VERIZON COMMUNICATIONS INC. | $28,436 | $51,858 |
| 1,000 SHRS. - GENERAL ELECTRIC CO. | $30,715 | $25,810 |
| 500 SHRS. - JP MORGAN CHASE | $19,260 | $30,240 |
| 2,000 SHRS. - NETWORK APPLIANCE INC | $81,410 | $85,600 |
| 833 SHRS. - TIME WARNER INC | $44,619 | $66,199 |
| 209 SHRS. - TIME WARNER CABLE INC | $4,559 | $30,767 |
| 470 SHRS. - CITIGROUP INC | $17,296 | $25,159 |
| 247 SHRS. - FRONTIER COMMUNICATIONS CORP | $1,917 | $1,615 |
| 1,000 SHRS. - ALTRIA GROUP INC. | $26,162 | $48,340 |
| 500 SHRS. - ABBOTT LABORATORIES | $11,760 | $21,795 |
| 250 SHRS. - AIR PRODUCTS & CHEMICALS | $21,806 | $33,665 |
| 150 SHRS. - APPLE INC | $32,364 | $70,200 |
| 250 SHRS. - AUTOMATIC DATA PROCESSING INC | $11,010 | $20,445 |
| 75 SHRS. - BLACKROCK INC. | $11,145 | $25,583 |
| 550 SHRS. - CHEVRON CORPORATION | $57,001 | $65,973 |
| 400 SHRS. - CONOCOPHILLIPS | $24,050 | $28,860 |
| 250 SHRS. - CATERPILLAR INC. | $27,118 | $25,353 |
| 1600 SHRS. - COCA COLA CO | $52,429 | $67,008 |
| 300 SHRS. - WALT DISNEY CO | $12,795 | $27,414 |
| 1100 SHRS. - EXXON MOBIL CORP. | $88,777 | $106,381 |
| 700 SHRS. - FREEPORT MCMORAN COPPER & GOLD | $0 | $0 |
| 600 SHRS. - FRANKLIN RESOURCES INC. | $23,038 | $33,366 |
| 50 SHRS. - INTUITIVE SURGICAL INC | $0 | $0 |
| 1000 SHRS. - INTEL CORP. | $11,215 | $18,706 |
| 200 SHRS. - INTERNATIONAL BUSINESS | $32,457 | $32,880 |
| 700 SHRS. - JP MORGAN CHASE & CO. | $32,153 | $42,336 |
| 500 SHRS. - JOHNSON & JOHNSON | $29,565 | $53,890 |
| 133 SHRS. - KRAFT FOODS INC. | $4,400 | $7,495 |
| 900 SHRS. - KINDER MORGAN INC. | $25,133 | $34,830 |
| 500 SHRS. - MERCK & CO INC | $16,315 | $28,970 |
| 500 SHRS. - MCDONALDS CORP | $30,998 | $37,492 |
| 300 SHRS. - NESTLE SA-SPONSORED ADR | $18,558 | $21,999 |
| 400 SHRS. - OCCIDENTAL PETE CORP | $38,760 | $35,572 |
| 1000 SHRS. - PHILIP MORRIS INTERNATIONAL | $65,030 | $89,010 |
| 400 SHRS. - PEPSICO INC | $25,860 | $38,468 |
| 200 SHRS. - PRAXAIR INC | $19,887 | $25,198 |
| 600 SHRS. - PROCTER & GAMBLE CO | $36,974 | $52,362 |
| 500 SHRS. - ROYAL DUTCH SHELL PLC | $34,576 | $35,895 |
| 400 SHRS. - ROCHE HOLDING LTD | $14,188 | $29,448 |
| 500 SHRS. - TARGET CORP | $24,900 | $30,910 |
| 150 SHRS. - TIME WARNER CABLE INC | $9,821 | $22,082 |
| 500 SHRS. - TEXAS INSTRUMENTS INC | $17,235 | $24,830 |
| 750 SHRS. - TOTAL S.A. | $41,984 | $44,918 |
| 300 SHRS. - UNITED TECHNOLOGIES CORP | $24,031 | $32,100 |
| 400 SHRS. - WALMART STORES INC | $21,121 | $30,508 |
| 500 SHRS. - WALGREEN CO | $19,890 | $32,110 |
| 400 SHRS. - MONDELEZ INTERNATIONAL INC | $8,140 | $14,104 |
| 250 SHRS. - ESTEE LAUDER COMPANIES INC | $14,683 | $18,795 |
| 300 SHRS. - SABMILLER PLC | $13,074 | $16,992 |
| 200 SHRS. - PHILLIPS 66 | $7,147 | $15,700 |
| 500 SHRS. - ABBVIE INC | $12,752 | $31,730 |
| 200 SHRS. - COMCAST CORP | $8,811 | $11,070 |
| 75 SHRS. - CANADIAN PACIFIC RAILWAY | $9,521 | $15,594 |
| 125 SHRS. - DIAGEO PLC-SPONSORED ADR | $14,538 | $14,746 |
| 200 SHRS. - NOVARTIS AG | $15,363 | $18,538 |
| 400 SHRS. - WELLS FARGO & CO | $16,851 | $21,236 |
| 10,000 SHRS. - FORD MOTOR | $19,600 | $140,900 |
| 200 SHRS. - ANHEUSER-BUSCH INBEV SA | $21,159 | $22,196 |
| 325 SHRS. - AMERICAN EXPRESS COMPANY | $27,871 | $29,234 |
| 600 SHRS. - TWENTY FIRST CENTURY FOX INC | $19,697 | $19,902 |
| 200 SHRS. - UNION PACIFIC CORP | $17,716 | $23,290 |
| 104 SHS - TIME INC | $1,883 | $2,349 |
| 250 SHS - STATE STREET CORP | $17,420 | $18,865 |
| 83 SHS - CDK GLOBAL INC | $1,593 | $2,789 |
| 225 SHS - ACE LIMITED | $22,685 | $24,593 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $135 | $0 | $135 |
| STATE FILING FEE | $250 | $0 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $13,048 | Amt |
| Net Investment Income | $13,048 | 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 | $1,782 | $1,782 | $0 |
| EXCISE TAXES | $446 | $446 | $0 |
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