BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-03-06
- IRS object ID
- 202510659349100616
- Schema version
- 2023v6.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-06T11:44:59-06:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | 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 | 2023-11-01 | 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 | 2025-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MENDY SCHMOOKLER | PreparerPersonNm |
| PTIN | P01269333 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2025-03-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,758,269 | 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 | $73,182 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $129,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,955 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $367,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,955 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $299,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $226,615 | 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 | $4,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,185 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,185 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,101 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,101 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,139 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $170 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,935 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $364,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $313,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,190 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,606 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,860 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,771,260 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,686,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,717,328 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $800,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $800,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,973,081 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,618,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,553,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,758,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,412,531 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,347,645 | 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 | $6,618,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,553,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,618,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,553,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,618,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,553,980 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,553,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| COMCAST CORP NEW CL A | 2019-09-17 | 2024-05-29 | $3,814 | $4,642 | -$828 | -$828 |
| COMCAST CORP NEW CL A | 2015-07-27 | 2024-05-29 | $15,255 | $12,242 | $3,013 | $3,013 |
| COMCAST CORP NEW CL A | 2013-09-24 | 2024-05-29 | $15,255 | $8,811 | $6,444 | $6,444 |
| COMCAST CORP NEW CL A | 2017-04-05 | 2024-05-29 | $42,905 | $42,645 | $260 | $260 |
| COMCAST CORP NEW CL A | 2019-10-17 | 2024-05-29 | $10,488 | $12,608 | -$2,120 | -$2,120 |
| LAUDER ESTEE COS INC CL A | 2012-03-08 | 2024-05-29 | $30,955 | $14,684 | $16,271 | $16,271 |
| NESTLE SA SPONSORED ADR | 2011-06-29 | 2024-05-29 | $29,900 | $18,558 | $11,342 | $11,342 |
| SNOWFLAKE INC CL A | 2020-09-21 | 2024-05-29 | $74,113 | $118,018 | -$43,905 | -$43,905 |
| CHARTER COMMUNICATIONS INC-A | 2016-05-20 | 2024-09-24 | $33,073 | $4,559 | $28,514 | $28,514 |
| CITIGROUP INC | 2010-03-12 | 2024-09-24 | $28,741 | $17,296 | $11,445 | $11,445 |
| COMCAST CORP. | 2002-11-18 | 2024-09-24 | $74,405 | $9,977 | $64,428 | $64,428 |
| WABTEC CORP | 2019-02-23 | 2024-09-24 | $901 | $387 | $514 | $514 |
| WARNER BROS DISCOVERY INC. | 2022-04-11 | 2024-09-24 | $7,263 | $5,718 | $1,545 | $1,545 |
| GE VERNOVA CASH IN LIEU | 2024-05-07 | 2024-05-07 | $32 | $32 | $32 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,955 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,635 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,635 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $106 | OverpaymentAmt |
| Applied To ES Tax | $106 | 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 CO THE WINTER ORG | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | ||||||||
| C/O THE WINTER ORG 680 FIFTH AVENUE | NEW YORK | NY | 10019 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SUSAN WINTER | ||||||||
| C/O THE WINTER ORG 680 FIFTH AVENUE | NEW YORK | NY | 10019 | TREASURER | 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 | $17,765,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,841,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,841,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $267,629 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,574,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $878,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $878,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,505 | TotalTaxAmt |
| Distributable Before Adj | $876,212 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $876,212 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $876,212 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $313,135 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $313,135 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $876,212 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,715,256 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,040,284 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $4,755,540 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $313,135 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $313,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $563,077 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $563,077 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,192,463 | 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 | $2,152,179 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,040,284 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,040,284 | ExcessFromYear4Amt |
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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |
| FRIENDS OF THE IDF | |||||||
| 60 E 42ND ST | NEW YORK | NY | 10165 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,800 | |
| NYU LANGONE HEALTH | |||||||
| 1 PARK AVE | NEW YORK | NY | 10016 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $130,000 | |
| PALM BEACH COUNTRY CLUB | |||||||
| 760 NORTH OCEAN | PALM BEACH | FL | 33480 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $3,000 | |
| PALM BEACH SYNAGOGUE | |||||||
| 120 N COUNTY RD | PALM BEACH | FL | 33480 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |
| PROMISE FUND OF FLORIDA | |||||||
| 340 ROYAL POINCIANA WAY SUITE | PALM BEACH | FL | 33480 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $54,000 | 317-301 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 | |
| THE BREARLY SCHOOL | |||||||
| 610 E 83RD ST | NEW YORK | NY | 10028 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 | |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 | |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,660 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,955 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $226,615 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $226,615 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BENJAMIN WINTER | ||||||
| 1 | 680 FIFTH AVENUE | NEW YORK | NY | 10019 | $52,520 | Yes (X) |
| BENJAMIN WINTER | ||||||
| 2 | 680 FIFTH AVENUE | NEW YORK | NY | 10019 | $20,662 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHARES OF CISCO SYSTEMS INC | $52,520 | 2024-09-24 |
| 2 | 957 SHARES OF AT&T INC | $20,662 | 2024-09-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - CBIZ ADVISORS, LLC | CategoryTxt |
| Amt | $4,730 | Amt |
| Net Investment Income | $2,185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,185 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 675 SHRS. - ABBOTT LABORATORIES | $26,077 | $76,525 |
| 875 SHRS. - ABBVIE INC | $47,166 | $178,386 |
| 275 SHRS. - ADOBE SYS INC COM | $129,387 | $131,472 |
| 325 SHRS. - AIR PRODUCTS & CHEMICALS | $41,874 | $100,922 |
| 700 SHRS - ALPHABET INC CAP | $45,790 | $120,883 |
| 2300 SHRS - ALPHABET INC CAP | $82,035 | $397,187 |
| 800 SHRS. - AMAZON COM INC | $71,744 | $149,120 |
| 2400 SHRS. - AMAZON COM INC. | $238,178 | $447,360 |
| 28000 SHRS - APPLE INC | $1,962,870 | $6,325,480 |
| 2600 SHRS. - APPLE INC | $32,364 | $587,366 |
| 300 SHRS. - ASML HOLDING | $29,565 | $201,765 |
| 250 SHRS. - AUTOMATIC DATA PROCESSING INC | $23,102 | $72,310 |
| 5000 SHRS. - META PLATFORMS INC | $891,950 | $2,837,900 |
| 1000 SHRS. - BAE SYS PLC SPONSORED | $51,729 | $64,450 |
| 200 SHRS. - BERKSHIRE HATHAWAY INC DEL CL B NEW | $41,974 | $90,184 |
| 500 SHRS. - JP MORGAN CHASE | $19,260 | $110,960 |
| 200 SHRS. - BLACKROCK INC. | $56,206 | $196,206 |
| 300 SHRS. - BROADRIDGE FINL SOLUTIONS INC COM | $37,610 | $63,258 |
| 41 SHRS. - GE HEALTHCARE TECHNOLOGY | $6,410 | $3,581 |
| 4603 SHRS. - AT & T INC. | $113,135 | $103,752 |
| 550 SHRS. - CHEVRON CORPORATION | $57,000 | $81,851 |
| 600 SHRS. - CME GROUP INC COM | $120,305 | $135,216 |
| 5100 SHRS. - COCA COLA CO | $206,040 | $333,081 |
| 500 SHRS - INTERCONTINENTAL EXCHANGE INC | $22,621 | $77,935 |
| 300 SHRS. - INTUIT INCORPORATED COM | $91,721 | $183,090 |
| 525 SHRS - INTUITIVE SURGICAL INC COM NEW | $89,742 | $264,516 |
| 725 SHRS. - JP MORGAN CHASE & CO. | $49,738 | $160,892 |
| 200 SHRS. - LINDE PLC SH | $32,691 | $91,230 |
| 300 SHRS. - MASTERCARD INC CL A COM | $73,409 | $149,877 |
| 300 SHRS. - MCDONALDS CORP | $23,484 | $87,633 |
| 875 SHRS - META PLATFORMS INC | $101,798 | $496,633 |
| 1750 SHRS - MICROSOFT CORP | $95,229 | $711,112 |
| 1300 SHRS - NIKE INC | $100,440 | $100,269 |
| 1450 SHRS - NOVO NORDISK | $34,152 | $162,328 |
| 350 SHRS. - PEPSICO INC | $22,634 | $58,128 |
| 500 SHRS. - PROGRESSIVE CORP OH COM | $37,915 | $121,415 |
| 300 SHRS. - S&P GLOBAL INC COM | $69,155 | $144,108 |
| 225 SHRS. - SHERWIN WILLIAMS CO COM | $33,477 | $80,723 |
| 875 SHRS. - TEXAS INSTRUMENTS INC | $62,073 | $177,765 |
| 31 SHRS.-GE VERNOVA INC | $4,924 | $9,352 |
| 475 SHRS. - UNION PACIFIC CORP | $50,550 | $110,233 |
| 350 SHRS. - UNITEDHEALTH GROUP INC COM | $58,910 | $197,575 |
| 300 SHRS. - VERISK ANALYTICS INC COM | $32,075 | $82,416 |
| 125 SHRS. - GENERAL ELECTRIC CO. | $19,381 | $21,472 |
| 1000 SHRS. -CISCO SYSTEMS INC | $52,520 | $54,770 |
| 650 SHRS - VISA INC | $55,451 | $188,403 |
| 1,032 SHRS. -VERIZON COMMUNICATIONS INC. | $28,436 | $43,478 |
| 1000 SHRS. - NVIDIA CORP | $111,823 | $132,760 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BARON USA PARTNERS FUND, LTD | Desc |
| BOY Book Value | $800,000 | BOYBookValueAmt |
| EOY Book Value | $800,000 | EOYBookValueAmt |
| EOYFMV | $1,973,081 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $170 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAPAMARKOU | CategoryTxt |
| Amt | $43,101 | Amt |
| Net Investment Income | $43,101 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,139 | $1,139 | $0 |
| EXCISE TAXES | $4,593 | $0 | $0 |
| NYS TAXES | $750 | $0 | $750 |
Comments