BENJAMIN AND SUSAN WINTER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BENJAMIN AND SUSAN WINTER FOUNDATION (EIN 13-7107477)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-05-12
- IRS object ID
- 202601329349102080
- Schema version
- 2024v5.5
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T10:00:46-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | 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 | 2024-11-01 | 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 | 2026-05-07 | 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 | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $26,516,836 | 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 | $4,283,487 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $144,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $649,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,504 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,497,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,789 | 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 | $4,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,493 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,493 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,212 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,016 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,038 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,243 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $944,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $944,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,001,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $947,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,495,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,046 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $67,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,285,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,285,489 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,686,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,964,468 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,879,755 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $800,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $800,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,351,592 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,553,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,049,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,516,836 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,347,645 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,843,622 | 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 | $6,553,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,049,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,553,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,049,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,553,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,495,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,049,957 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,049,957 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK | P | 2011-04-01 | 2024-11-26 | $199,527 | $152,021 | $47,506 | $47,506 |
| PUBLICLY TRADED STOCK | P | 2017-04-01 | 2024-12-02 | $101,009 | $100,440 | $569 | $569 |
| PUBLICLY TRADED STOCK | D | 2015-09-01 | 2024-11-26 | $268,762 | $181,876 | $86,886 | $86,886 |
| PUBLICLY TRADED STOCK | P | 2004-04-27 | 2024-11-22 | $80,693 | $59,150 | $21,543 | $21,543 |
| P | $0 | $0 | |||||
| P | $0 | $0 | |||||
| P | $0 | $0 | |||||
| P | $0 | $0 | |||||
| P | $0 | $0 | |||||
| P | $0 | $0 | |||||
| P | $0 | $0 | |||||
| P | $0 | $0 | |||||
| P | $0 | $0 | |||||
| P | $0 | $0 | |||||
| P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,504 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,606 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,406 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,986 | OverpaymentAmt |
| Applied To ES Tax | $2,986 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | $23,426,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $433,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,859,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,859,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $357,897 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,501,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,175,096 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,175,096 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,420 | TotalTaxAmt |
| Distributable Before Adj | $1,171,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,171,676 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,171,676 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $947,678 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $947,678 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,171,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,040,284 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $2,040,284 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $947,678 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $947,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $223,998 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $223,998 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,816,286 | 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 | $1,816,286 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 92NY | ||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $141,400 |
| ALS UNITED GREATER NY | ||||||
| 42 BROADWAY SUITE 1724 | NEW YORK | NY | 10004 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| BARNARD COLLEGE | ||||||
| 3009 BROADWAY BOX AS | NEW YORK | NY | 10027 | 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 | $10,000 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| MANHATTAN THEATRE | ||||||
| 311 W 43RD ST | NEW YORK | NY | 10036 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $212,500 |
| MORSELIFE FOUNDATION | ||||||
| 4920 LORING DR | WEST PALM BEACH | FL | 33417 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $100,000 |
| NEW YORK CITY POLICE FOUNDATION | ||||||
| 530 FIFTH AVE 24TH FL | NEW YORK | NY | 10036 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $170,000 |
| NORTON MUSEUM OF ART | ||||||
| 1450 S DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| PALM BEACH DRAMAWORKS | ||||||
| 201 CLEMATIS ST | WEST PALM BEACH | FL | 33401 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| PALM BEACH FRIENDS OF AFMDA | ||||||
| 4371 NORTHLAKE BLVD SUITE 361 | PALM BEACH GARDENS | FL | 33410 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $75,500 |
| PALM BEACH SYNAGOGUE | ||||||
| 120 N COUNTY RD | PALM BEACH | FL | 33480 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| PROMISE FUND | ||||||
| 477 S ROSEMARY AVE STE 226 | WEST PALM BEACH | FL | 33401 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| TEMPLE EMANU - EL OF PALM BEACH | ||||||
| 190 N COUNTY RD | PALM BEACH | FL | 33480 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $3,435 |
| THE BREARLY SCHOOL | ||||||
| 610 E 83RD ST | NEW YORK | NY | 10028 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| UJA FEDERATION NEW YORK | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $100,000 |
| UJA FEDERATION RE LUNCHEON | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $944,435 | 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 | $144,285 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $214,138 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,138 | 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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| BENJAMIN WINTER | |||||||
| 1 | 680 FIFTH AVENUE | NEW YORK | NY | 10019 | $2,858,487 | Yes (X) | |
| WINTER 800 LLC | |||||||
| 2 | 680 FIFTH AVENUE | NEW YORK | NY | 10019 | $1,425,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1475 SHARES OF NIKE INC | $114,475 | 2024-11-26 |
| 1 | 950 SHARES OF PEPSICO INC | $154,052 | 2024-11-26 |
| 1 | 6000 SHARES OF TESLA INC | $2,589,960 | 2024-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - CBIZ ADVISORS, LLC | CategoryTxt |
| Amt | $4,985 | Amt |
| Net Investment Income | $2,493 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,493 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 675 SHRS. - ABBOTT LABORATORIES | $26,077 | $83,444 |
| 875 SHRS. - ABBVIE INC | $47,166 | $190,785 |
| 325 SHRS. - AIR PRODUCTS & CHEMICALS | $41,874 | $78,842 |
| 700 SHRS - ALPHABET INC CAP | $45,790 | $197,274 |
| 2300 SHRS - ALPHABET INC CAP | $82,035 | $648,186 |
| 800 SHRS. - AMAZON COM INC | $71,744 | $195,376 |
| 2400 SHRS. - AMAZON COM INC. | $238,178 | $586,128 |
| 28000 SHRS - APPLE INC | $1,962,870 | $7,570,360 |
| 2600 SHRS. - APPLE INC | $32,364 | $702,962 |
| 300 SHRS. - ASML HOLDING | $29,565 | $317,769 |
| 250 SHRS. - AUTOMATIC DATA PROCESSING INC | $23,102 | $65,075 |
| 5000 SHRS. - META PLATFORMS INC | $891,950 | $3,241,750 |
| 1000 SHRS. - BAE SYS PLC SPONSORED | $51,729 | $98,910 |
| 200 SHRS. - BERKSHIRE HATHAWAY INC DEL CL B NEW | $41,974 | $95,508 |
| 500 SHRS. - JP MORGAN CHASE | $19,260 | $155,560 |
| 200 SHRS. - BLACKROCK INC. | $56,206 | $216,562 |
| 300 SHRS. - BROADRIDGE FINL SOLUTIONS INC COM | $37,610 | $66,120 |
| 4603 SHRS. - AT & T INC. | $113,135 | $113,924 |
| 550 SHRS. - CHEVRON CORPORATION | $57,000 | $86,746 |
| 600 SHRS. - CME GROUP INC COM | $120,305 | $159,294 |
| 5100 SHRS. - COCA COLA CO | $206,040 | $351,390 |
| 500 SHRS - INTERCONTINENTAL EXCHANGE INC | $22,621 | $73,145 |
| 300 SHRS. - INTUIT INCORPORATED COM | $91,721 | $200,265 |
| 525 SHRS - INTUITIVE SURGICAL INC COM NEW | $89,742 | $280,497 |
| 725 SHRS. - JP MORGAN CHASE & CO. | $49,738 | $225,562 |
| 200 SHRS. - LINDE PLC SH | $32,691 | $83,660 |
| 300 SHRS. - MASTERCARD INC CL A COM | $73,409 | $165,597 |
| 300 SHRS. - MCDONALDS CORP | $23,484 | $89,529 |
| 875 SHRS - META PLATFORMS INC | $101,798 | $567,306 |
| 1750 SHRS - MICROSOFT CORP | $95,229 | $906,168 |
| 1450 SHRS - NOVO NORDISK | $34,152 | $71,717 |
| 500 SHRS. - PROGRESSIVE CORP OH COM | $37,915 | $103,000 |
| 300 SHRS. - S&P GLOBAL INC COM | $69,155 | $146,163 |
| 225 SHRS. - SHERWIN WILLIAMS CO COM | $33,477 | $77,612 |
| 875 SHRS. - TEXAS INSTRUMENTS INC | $62,073 | $141,278 |
| 475 SHRS. - UNION PACIFIC CORP | $50,550 | $104,676 |
| 350 SHRS. - UNITEDHEALTH GROUP INC COM | $58,910 | $119,546 |
| 300 SHRS. - VERISK ANALYTICS INC COM | $32,075 | $65,628 |
| 1000 SHRS. -CISCO SYSTEMS INC | $52,520 | $73,110 |
| 650 SHRS - VISA INC | $55,451 | $221,481 |
| 1000 SHRS. - NVIDIA CORP | $111,823 | $202,490 |
| 6000 SHRS. - TESLA INC | $2,589,960 | $2,739,360 |
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 | $3,351,592 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAPAMARKOU | CategoryTxt |
| Amt | $51,212 | Amt |
| Net Investment Income | $51,212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES, NET & FOREIGN TAXES PAID | $266 | $1,038 | $0 |
| FILING FEES | $750 | $0 | $750 |
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