BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2011-11-01 to 2012-10-31
- Filed
- 2013-02-06
- IRS object ID
- 201310379349100101
- Schema version
- 2011v1.2
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-02-06T10:32:05-06:00 | Timestamp |
| Tax Period End Date | 2012-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113518842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH & SHRON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137107477 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | BENJ | NameControl |
| Phone | 2126168900 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BENJAMIN WINTER | Name |
| Title | TRUSTEE | Title |
| Phone | 2126168900 | Phone |
| Date Signed | 2013-01-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ABE SCHLISSELFELD | Name |
| PTIN | P00662391 | PTIN |
| Phone | 2125038800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1671265 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 46184 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46184 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3190 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 27578 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 42994 | TotalRevenueAndExpenses |
| Total Net Investment Income | 46184 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2180 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1090 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1090 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7109 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7109 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1145 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1145 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 380 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 380 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10814 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9344 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1470 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 59360 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 59360 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 70174 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9344 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 60830 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -27180 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 36840 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 59203 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 15464 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 15464 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1460730 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1477289 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1655801 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1519933 | TotalAssetsBOY |
| Total Assets EOY | 1492753 | TotalAssetsEOY |
| Total Assets EOYFMV | 1671265 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 313598 | CapitalStockBOY |
| Capital Stock EOY | 286418 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1206335 | RetainedEarningsBOY |
| Retained Earnings EOY | 1206335 | RetainedEarningsEOY |
| Total Net Assets BOY | 1519933 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1492753 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1519933 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1492753 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1519933 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -27180 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1492753 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1492753 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| MEDTRONIC INC | P | 2011-03-29 | 2011-11-07 | 6930 | 7798 | -868 | -868 |
| GREEN MOUNTAIN COFFEE ROASTER INC | P | 2011-11-07 | 2012-03-08 | 6020 | 7029 | -1009 | -1009 |
| KRAFT FOODS INC CL A | P | 2011-03-29 | 2012-10-02 | 12540 | 12540 | 0 | 0 |
| AOL INC | P | 2009-12-15 | 2012-07-16 | 2088 | 3401 | -1313 | -1313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3190 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 9885 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1096051 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.009019 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 30734 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 918177 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.033473 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 66005 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 689594 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.095716 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 29659 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 873952 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033937 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 12175 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1060079 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.011485 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.183630 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036726 | AverageDistributionRatio |
| Net Noncharitable Assets | 1603604 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 58894 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 368 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 59262 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 60830 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 368 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 368 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 368 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 400 | TotalCreditsAndPayments |
| Overpayment | 32 | Overpayment |
| Amount Credited To Next Year | 32 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BENJAMIN WINTER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2126168900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1595025 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 32999 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1628024 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1628024 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24420 | CashDeemedCharitable |
| Net Noncharitable Assets | 1603604 | NetNoncharitableAssets |
| Minimum Investment Return | 80180 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 80180 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 368 | TaxBasedOnInvestmentIncome |
| Total Tax | 368 | TotalTax |
| Distributable Amount Before Adj | 79812 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 79812 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 79812 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 60830 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 60830 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 368 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 60462 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 79812 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 45212 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 60830 | QualifyingDistributions |
| Applied To Year1 | 45212 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15618 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 64194 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | NONE | 501(C)(3) | GENERAL | $1,000 |
| AMERICAN FRIENDS OF ISRAEL MUSEUM | |||||||
| 500 FIFTH AVE - SUITE 2540 | NEW YORK | NY | 10110 | NONE | 501(C)(3) | GENERAL | $3,360 |
| FRANKLIN AND MARSHALL FUND | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | NONE | 501(C)(3) | GENERAL | $15,000 |
| FRIENDS OF TEL AVIV | |||||||
| 500 FIFTH AVE - SUITE 2540 | NEW YORK | NY | 10110 | NONE | 501(C)(3) | GENERAL | $1,000 |
| FSH SOCIETY INC | |||||||
| 64 GROVE STREET | WATERTOWN | MA | 02472 | NONE | 501(C)(3) | GENERAL | $1,000 |
| HEART - HUMANE ADVOCATE | |||||||
| PO BOX 738 | MAMARONECK | NY | 10543 | NONE | 501(C)(3) | GENERAL | $1,000 |
| JEWISH WOMEN'S FOUNDATION OF NY | |||||||
| 6 WEST 18TH STREET - SUITE 6F | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GENERAL | $5,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 115 BROADWAY - 13TH FLOOR | NEW YORK | NY | 10006 | NONE | 501(C)(3) | GENERAL | $4,500 |
| OPERATION SMILE INC | |||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | NONE | 501(C)(3) | GENERAL | $500 |
| RICHARD TUCKER MUSIC FOUNDATION | |||||||
| 1790 BROADWAY - SUITE 115 | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL | $2,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | 501(C)(3) | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 59360 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46,184 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$3,190 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $42,994 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 42994 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,180 | Amount |
| Net Investment Income | 1090 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1090 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (56 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2,449 SHRS. - AT & T INC. | 59241 | 84711 |
| 903 SHRS. - COMCAST CORP. | 9977 | 33885 |
| 1,032 SHRS. VERIZON COMMUNICATIONS INC. | 28436 | 46068 |
| 1,000 SHRS. - GENERAL ELECTRIC CO. | 30715 | 21060 |
| 500 SHRS. - JP MORGAN CHASE | 19260 | 20840 |
| 2,000 SHRS. - NETWORK APPLIANCE INC | 81410 | 53820 |
| 833 SHRS. - TIME WARNER INC | 46503 | 36211 |
| 209 SHRS. - TIME WARNER CABLE INC | 4559 | 20722 |
| 470 SHRS. - CITIGROUP INC | 17296 | 17573 |
| 247 SHRS. - FRONTIER COMMUNICATIONS CORP | 1917 | 1168 |
| 1,000 SHRS. - ALTRIA GROUP INC. | 26162 | 31800 |
| 500 SHRS. - ABBOTT LABORATORIES | 24512 | 32750 |
| 250 SHRS. - ARCOS DORADOS HOLDINGS INC | 5324 | 3228 |
| 250 SHRS. - AIR PRODUCTS & CHEMICALS | 21806 | 19383 |
| 150 SHRS. - APPLE INC | 52244 | 89298 |
| 250 SHRS. - AUTOMATIC DATA PROCESSING INC | 12603 | 14448 |
| 75 SHRS. - BLACKROCK INC. | 11145 | 14226 |
| 550 SHRS. - CHEVRON CORPORATION | 57001 | 60632 |
| 400 SHRS. - CONOCOPHILLIPS | 24050 | 23140 |
| 250 SHRS. - CATERPILLAR INC. | 27118 | 21203 |
| 1600 SHRS. - COCA COLA CO | 52429 | 59488 |
| 300 SHRS. - WALT DISNEY CO | 12795 | 14736 |
| 1100 SHRS. - EXXON MOBIL CORP. | 88777 | 100287 |
| 700 SHRS. - FREEPORT MCMORAN COPPER & GOLD | 35628 | 27216 |
| 200 SHRS. - FRANKLIN RESOURCES INC. | 23038 | 25560 |
| 50 SHRS. - INTUITIVE SURGICAL INC | 16543 | 27111 |
| 1000 SHRS. - INTEL CORP. | 20390 | 21630 |
| 200 SHRS. - INTERNATIONAL BUSINESS | 32457 | 38906 |
| 700 JP MORGAN CHASE & CO. | 32153 | 29176 |
| 500 SHRS. - JOHNSON & JOHNSON | 29565 | 35410 |
| 133 SHRS. - KRAFT FOODS INC. | 4400 | 6046 |
| 900 SHRS. - KINDER MORGAN INC. | 25133 | 31239 |
| 500 SHRS. - MERCK & CO INC | 16315 | 22815 |
| 500 SHRS. - MCDONALDS CORP | 38512 | 43400 |
| 300 SHRS. - NESTLE SA-SPONSORED ADR | 18558 | 19040 |
| 400 SHRS. - OCCIDENTAL PETE CORP | 38760 | 31584 |
| 1000 SHRS. - PHILIP MORRIS INTERNATIONAL | 65030 | 88560 |
| 400 SHRS. - PEPSICO INC | 25860 | 27696 |
| 200 SHRS. - PRAXAIR INC | 19887 | 21242 |
| 600 SHRS. - PROCTER & GAMBLE CO | 36974 | 41544 |
| 300 SHRS. - RIO TINTO PLC | 20880 | 14994 |
| 600 SHRS. - ROYAL DUTCH SHELL PLC | 41735 | 41088 |
| 400 SHRS. - ROCHE HOLDING LTD | 14187 | 19233 |
| 500 SHRS. - TARGET CORP | 24900 | 31875 |
| 150 SHRS. - TIME WARNER CABLE INC | 9821 | 14873 |
| 500 SHRS. - TEXAS INSTRUMENTS INC | 17235 | 14045 |
| 750 SHRS. - TOTAL S.A. | 41984 | 37800 |
| 300 SHRS. - UNITED TECHNOLOGIES CORP | 24031 | 23448 |
| 400 SHRS. - WALMART STORES INC | 21121 | 30008 |
| 600 SHRS. - WALGREEN CO | 23868 | 21138 |
| 400 SHRS. - MONDELEZ INTERNATIONAL INC | 8140 | 10620 |
| 250 SHRS. - ESTEE LAUDER COMPANIES INC | 14683 | 15405 |
| 300 SHRS. - SABMILLER PLC | 13074 | 12990 |
| 200 SHRS. - PHILLIPS 66 | 7147 | 9432 |
| 75 SHRS. - AOL INC | 0 | 0 |
| 200 SHRS. - MEDTRONIC | 0 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | 130 | 0 | 130 |
| STATE FILING FEE | 250 | 0 | 250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | Category |
| Amount | $7,109 | Amount |
| Net Investment Income | 7109 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $1,145 | Amount |
| Net Investment Income | 1145 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments