TY 2014 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2014

Open to Public Inspection

For calendar year 2014, or tax year beginning 2014, and ending , 20

Name of foundation
THE BENJAMIN AND SUSAN WINTER FOUNDATION
C/O THE WINTER ORGANIZATION

Number and street (or P.O. box number if mail is not delivered to street address)730 FIFTH AVENUE Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10019

A Employer identification number

13-7107477

B Telephone number (see instructions)

(212) 616-8900

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$4,046,506J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach
	schedule)..............	2,800,756
2	Check
	Sch. B ...............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities......	98,466		98,466
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		155,039
b	Gross sales price for all assets on line 6a 1,549,598
7	Capital gain net income (from Part IV, line 2)...			1,108,599
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	3,054,261		1,207,065
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		2,470	1,235	1,235
c	Other professional fees (attach schedule)....		16,913	16,913	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		3,502	1,416	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	8,005		0	8,005
22	Printing and publications..........
23	Other expenses (attach schedule).......		395	0	145
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	31,285		19,564	9,385
25	Contributions, gifts, grants paid........	1,160,950			1,160,950
26	Total expenses and disbursements. Add lines 24 and 25	1,192,235		19,564	1,170,335
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,862,026
b	Net investment income (if negative, enter -0-)			1,187,501
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2014)

Form 990-PF (2014)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............
	2	Savings and temporary cash investments..........	24,236	71,580	71,580
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........	1,562,440	3,377,122	3,974,926
	c	Investments—corporate bonds (attach schedule)........
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,586,676	3,448,702	4,046,506
	17	Accounts payable and accrued expenses..........
	18	Grants payable..................
	19	Deferred revenue..................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22)..........	0	0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted...................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........	380,341	2,242,367
	28	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	29	Retained earnings, accumulated income, endowment, or other funds	1,206,335	1,206,335
	30	Total net assets or fund balances (see instructions)......	1,586,676	3,448,702
	31	Total liabilities and net assets/fund balances (see instructions)..	1,586,676	3,448,702

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	1,586,676
2	Enter amount from Part I, line 27a.....................	2	1,862,026
3	Other increases not included in line 2 (itemize)	3	0
4	Add lines 1, 2, and 3..........................	4	3,448,702
5	Decreases not included in line 2 (itemize)	5	0
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	3,448,702

Form 990-PF (2014)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	75 SHS PHILLIPS 66	P	2011-03-29	2015-02-02
b	150 SHS ROYAL DUTCH SHELL PLC	P	2011-03-29	2015-02-02
c	100 SHS TOTAL S A	P	2011-03-29	2015-02-02
d	125 SHS AIR PRODUCTS & CHEMICALS INC	P	2011-03-29	2015-03-09
e	83 SHS CDK GLOBAL INC	P	2011-03-29	2015-03-09
	225 SHS JOHNSON & JOHNSON	P	2011-03-29	2015-03-09
	133 SHS KRAFT FOODS GROUP INC	P	2011-03-29	2015-03-09
	500 SHS MERCK & CO INC	P	2011-03-29	2015-03-09
	400 SHS MONDELEZ INTERNATIONAL INC	P	2011-03-29	2015-03-09
	100 SHS MCDONALDS CORP	P	2011-03-29	2015-03-09
	50 SHS PEPSCIO INC	P	2011-03-29	2015-03-09
	275 SHS WALGREEN BOOTS ALLIANCE INC	P	2011-03-29	2015-03-09
	550 SHS INTEL CORP	P	2011-03-29	2015-07-30
	400 SHS WAL-MART STORES INC	P	2011-03-29	2015-07-30
	100 SHS AUTOMATIC DATA PROCESSING INC	P	2011-03-29	2015-09-04
	250 SHS CATERPILLAR INC	P	2011-03-29	2015-09-04
	275 SHS JOHNSON & JOHNSON	P	2011-03-29	2015-09-04
	125 SHS PHILLIPS 66	P	2011-03-29	2015-09-04
	175 SHS PROCTER & GAMBLE CO	P	2011-03-29	2015-09-04
	231 KRAFT FOODS GROUP INC COM	P	2015-04-15	2015-07-06
	2000 SHS NETWORK APPLIANCE INC	P	2006-12-15	2015-07-16
	247 SHS FRONTIER COMMUNICATIONS CORPORATION	P	2010-07-01	2018-03-18
	SALE OF APARTMENT 16F AT 175 WEST 13TH STREET, NY	D	2014-10-07	2015-08-12

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	5,131	2,723	2,408
b	9,622	10,739	-1,117
c	5,049	5,989	-940
d	19,484	11,399	8,085
e	3,804	1,593	2,211
	22,900	13,304	9,596
	8,385	4,400	3,985
	29,055	16,315	12,740
	14,506	8,140	6,366
	9,969	7,514	2,455
	4,845	3,226	1,619
	22,786	10,940	11,846
	15,474	11,215	4,259
	28,509	21,121	7,388
	7,526	4,404	3,122
	18,717	27,118	-8,401
	25,259	16,261	8,998
	9,689	4,424	5,265
	12,108	10,647	1,461
	3,812	3,284	528
	61,175	81,410	-20,235
	1,793	1,917	-124
	1,210,000	162,916	1,047,084

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			2,408
b			-1,117
c			-940
d			8,085
e			2,211
			9,596
			3,985
			12,740
			6,366
			2,455
			1,619
			11,846
			4,259
			7,388
			3,122
			-8,401
			8,998
			5,265
			1,461
			528
			-20,235
			-124
			1,047,084

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,108,599
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2013	75,496	2,193,129	0.034424
2012	96,115	1,912,853	0.050247
2011	60,462	1,603,604	0.037704
2010	9,885	1,096,051	0.009019
2009	30,734	918,177	0.033473

2	Total of line 1, column (d) ......................	2	0.164867
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.032973
4	Enter the net value of noncharitable-use assets for 2014 from Part X, line 5.....	4	4,319,584
5	Multiply line 4 by line 3.......................	5	142,430
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	11,875
7	Add lines 5 and 6.........................	7	154,305
8	Enter qualifying distributions from Part XII, line 4..............	8	1,170,335
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2014)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	11,875
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	11,875
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	11,875
6	Credits/Payments:

a	2014 estimated tax payments and 2013 overpayment credited to 2014	6a	1,280
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,280
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	10,595
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Form 990-PF (2014)

Page 5

Part VII-A

Statements Regarding Activities (continued)

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

BENJAMIN WINTER Telephone no. bullet

(212) 616-8900

Located at bullet

730 FIFTH AVENUENEW YORKNY ZIP+4 bullet

10019

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country?

16 No

See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet

Form 990-PF (2014)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........

Organizations relying on a current notice regarding disaster assistance check here......... bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2014?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2014, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2014?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?........................YesNo

If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2014.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)..................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.......................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2014)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BENJAMIN WINTER	TRUSTEE 0.50	0	0	0
730 FIFTH AVENUE NEW YORK,NY10019	TRUSTEE 0.50	0	0	0
SUSAN WINTER	TRUSTEE 0.50	0	0	0
730 FIFTH AVENUE NEW YORK,NY10019	TRUSTEE 0.50	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Form 990-PF (2014)

Page 8

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,243,333

Average of monthly cash balances.......................

142,031

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,385,364

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,385,364

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

65,780

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

4,319,584

Minimum investment return. Enter 5% of line 5..................

215,979

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

215,979

Tax on investment income for 2014 from Part VI, line 5......

11,875

Income tax for 2014. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

11,875

Distributable amount before adjustments. Subtract line 2c from line 1............

204,104

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

204,104

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

204,104

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,170,335

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

1,170,335

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

11,875

Adjusted qualifying distributions. Subtract line 5 from line 4..............

1,158,460

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2014)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2013	(c) 2013	(d) 2014
1 Distributable amount for 2014 from Part XI, line 7					204,104
2 Undistributed income, if any, as of the end of 2014:
a Enter amount for 2013 only.......				95,760
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2014:
a From 2009.......
b From 2010.......
c From 2011.......
d From 2012.......
e From 2013.......
fTotal of lines 3a through e.........		0
4Qualifying distributions for 2014 from Part
XII, line 4: $ 1,170,335
a Applied to 2013, but not more than line 2a					95,760
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions).........		0
d Applied to 2014 distributable amount.....					204,104
e Remaining amount distributed out of corpus		870,471
5 Excess distributions carryover applied to 2014.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		870,471
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2013. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2014. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8Excess distributions carryover from 2009 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a ......		870,471
10 Analysis of line 9:
a Excess from 2010....
b Excess from 2011....
c Excess from 2012....
d Excess from 2013....
e Excess from 2014....	870,471

Form 990-PF (2014)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2014, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2014	(b) 2013	(c) 2012	(d) 2011	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ...........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

BENJAMIN WINTER

SUSAN WINTER

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2014)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
92 ND STREET Y 1395 LEXINGTON AVE NEW YORK,NY10128	NONE	PC	GENERAL	5,000
ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BRONX,NY10461	NONE	PC	GENERAL	1,250
AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO 51 EAST 42ND STREET NEW YORK,NY10017	NONE	PC	GENERAL	10,000
AMERICAN FRIENDS OF THE ISRAEL MUSEUM 500 FIFTH AVE - SUITE 2540 NEW YORK,NY10110	NONE	PC	GENERAL	5,000
ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK,NY10158	NONE	PC	GENERAL	5,000
ART CONNECTION 520 8TH AVENUE 321 NEW YORK,NY10018	NONE	PC	GENERAL	10,000
COLUMBIA BUSINESS SCHOOL 3022 BROADWAY NEW YORK,NY10027	NONE	PC	GENERAL	2,500
DAVID GEFFEN HALL LINCOLN CENTER 10 LINCOLN CENTER PLAZA NEW YORK,NY10023	NONE	PC	GENERAL	2,500
FRANKLIN & MARSHALL COLLEGE 415 HARRISBURG AVE LANCASTER,PA17603	NONE	PC	GENERAL	1,000,000
JEWISH WOMEN'S FOUNDATION OF NY 130 EAST 59TH STREET NEW YORK,NY10022	NONE	PC	GENERAL	1,000
LINCOLN CENTER 10 LINCOLN CENTER PLAZA NEW YORK,NY10023	NONE	PC	GENERAL	5,000
LYMPHOMA RESEARCH FOUNDATION 115 BROADWAY SUITE 1301 NEW YORK,NY10006	NONE	PC	GENERAL	3,000
MAHATTAN THEATRE CLUB 311 WEST 43 ST 8TH FL NEW YORK,NY10036	NONE	PC	GENERAL	7,500
NATIONAL 911 MUSEUM 200 LIBERTY STREET 16TH FLOOR NEW YORK,NY10281	NONE	PC	GENERAL	100
RXART 208 FORSYTH STREET NEW YORK,NY10002	NONE	PC	GENERAL	2,500
UJA FEDERATION 130 EAST 59TH STREET NEW YORK,NY10022	NONE	PC	GENERAL	100,000
WELL CORNELL MEDICAL COLLEGE 1300 YORK AVENUE BOX 314 NEW YORK,NY10065	NONE	PC	GENERAL	600
Total ................................. 3a				1,160,950

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2014)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ............
4 Dividends and interest from securities....			14	98,466
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property .............
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory .............			18	155,039
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		0		253,505	0

13Total. Add line 12, columns (b), (d), and (e)..................

13253,505

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
4	N/A

Form 990-PF (2014)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

Yes

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2014)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Name of the organization

THE BENJAMIN AND SUSAN WINTER FOUNDATION
C/O THE WINTER ORGANIZATION

Employer identification number

13-7107477

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

Name of organization THE BENJAMIN AND SUSAN WINTER FOUNDATION C/O THE WINTER ORGANIZATION			Employer identification number 13-7107477

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
1	BENJAMIN WINTER 730 FIFTH AVENUE NEW YORK, NY10019	$2,091,900		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
2	WINTER ADVISORS LLC EIN#20-0325229 730 FIFTH AVENUE NEW YORK, NY10019	$1,428		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
3	WINTER ADVISORS LLC EIN#20-0325229 730 FIFTH AVENUE NEW YORK, NY10019	$52,120		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
4	WINTER ADVISORS LLC EIN#20-0325229 730 FIFTH AVENUE NEW YORK, NY10019	$78,110		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
5	WINTER ADVISORS LLC EIN#20-0325229 730 FIFTH AVENUE NEW YORK, NY10019	$14,053		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
6	WINTER ADVISORS LLC EIN#20-0325229 730 FIFTH AVENUE NEW YORK, NY10019	$283,570		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Name of organization THE BENJAMIN AND SUSAN WINTER FOUNDATION C/O THE WINTER ORGANIZATION			Employer identification number 13-7107477
Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
7	WINTER ADVISORS LLC EIN#20-0325229 730 FIFTH AVENUE NEW YORK, NY10019	$4,585		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
8	WINTER ADVISORS LLC EIN#20-0325229 730 FIFTH AVENUE NEW YORK, NY10019	$25,929		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
9	WINTER ADVISORS LLC EIN#20-0325229 730 FIFTH AVENUE NEW YORK, NY10019	$20,089		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
10	WINTER ADVISORS LLC EIN#20-0325229 730 FIFTH AVENUE NEW YORK, NY10019	$223,316		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
11	WINTER ADVISORS LLC EIN#20-0325229 730 FIFTH AVENUE NEW YORK, NY10019	$5,173		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
12	WINTER ADVISORS LLC EIN#20-0325229 730 FIFTH AVENUE NEW YORK, NY10019	$483		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization THE BENJAMIN AND SUSAN WINTER FOUNDATION C/O THE WINTER ORGANIZATION			Employer identification number 13-7107477

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
3	1,000 SHARES - ALTRIA GROUP INC	$ 52,120		2015-04-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
4	1,000 SHARES - PHILLIP MORRIS	$ 78,110		2015-04-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
5	167 SHARES - TIME WARNER INC	$ 14,053		2015-04-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
6	7,000 SHARES - COCA COLA COMPANY	$ 283,570		2015-04-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
7	175 SHARES - EMC CORP-MASS	$ 4,585		2015-04-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
8	692 SHARES - MONDELEZ INTERNATIONAL INC	$ 25,929		2015-04-15
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Name of organization THE BENJAMIN AND SUSAN WINTER FOUNDATION C/O THE WINTER ORGANIZATION			Employer identification number 13-7107477
Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
9	231 SHARES - KRAFT FOODS GROUP INC	$ 20,089		2015-04-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
10	6,375 SHARES - PFIZER INC	$ 223,316		2015-04-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
11	75 SHARES - QUALCOMM INC	$ 5,173		2015-04-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
12	21 SHARES - TIME INC	$ 483		2015-04-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
THE BENJAMIN AND SUSAN WINTER FOUNDATION
C/O THE WINTER ORGANIZATION

Employer identification number

13-7107477

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2014 AccountingFeesSchedule

Name:

THE BENJAMIN AND SUSAN WINTER FOUNDATION

C/O THE WINTER ORGANIZATION

EIN: 13-7107477

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	2,470	1,235		1,235

- TIN:

TY 2014 InvestmentsCorpStockSchedule

Name:

THE BENJAMIN AND SUSAN WINTER FOUNDATION

C/O THE WINTER ORGANIZATION

EIN: 13-7107477

Name of Stock	End of Year Book Value	End of Year Fair Market Value
2,449 SHRS. - AT & T INC.	59,241	82,066
903 SHRS. - COMCAST CORP.	9,977	56,546
1,032 SHRS. VERIZON COMMUNICATIONS INC.	28,436	48,380
1,000 SHRS. - GENERAL ELECTRIC CO.	30,715	28,920
500 SHRS. - JP MORGAN CHASE	19,260	32,125
2,000 SHRS. - NETWORK APPLIANCE INC	0	0
833 SHRS. - TIME WARNER INC	44,619	62,758
209 SHRS. - TIME WARNER CABLE INC	4,559	39,585
470 SHRS. - CITIGROUP INC	17,296	24,990
247 SHRS. - FRONTIER COMMUNICATIONS CORP	0	0
2000 SHRS. - ALTRIA GROUP INC.	77,772	120,940
500 SHRS. - ABBOTT LABORATORIES	11,760	22,400
125 SHRS. - AIR PRODUCTS & CHEMICALS	10,408	17,373
650 SHRS. - APPLE INC	32,364	77,675
150 SHRS. - AUTOMATIC DATA PROCESSING INC	6,606	13,049
75 SHRS. - BLACKROCK INC.	11,145	26,398
550 SHRS. - CHEVRON CORPORATION	57,001	49,984
400 SHRS. - CONOCOPHILLIPS	24,050	21,340
250 SHRS. - CATERPILLAR INC.	0	0
8600 SHRS. - COCA COLA CO	335,229	364,210
375 SHRS. - WALT DISNEY CO	20,721	42,653
1100 SHRS. - EXXON MOBIL CORP.	88,777	91,014
600 SHRS. - FRANKLIN RESOURCES INC.	23,038	24,456
550 SHRS. - INTEL CORP.	0	0
200 SHRS. - INTERNATIONAL BUSINESS	32,457	28,016
700 SHRS. - JP MORGAN CHASE & CO.	32,153	44,975
500 SHRS. - JOHNSON & JOHNSON	0	0
231 SHRS. - KRAFT FOODS INC.	16,781	18,011
900 SHRS. - KINDER MORGAN INC.	25,133	24,615
500 SHRS. - MERCK & CO INC	0	0
300 SHRS. - MCDONALDS CORP	23,484	33,675
300 SHRS. - NESTLE SA-SPONSORED ADR	18,558	23,008
400 SHRS. - OCCIDENTAL PETE CORP	37,409	29,816
2000 SHRS. - PHILIP MORRIS INTERNATIONAL	143,160	176,800
350 SHRS. - PEPSICO INC	22,634	35,767
200 SHRS. - PRAXAIR INC	19,888	22,218
425 SHRS. - PROCTER & GAMBLE CO	26,328	32,462
350 SHRS. - ROYAL DUTCH SHELL PLC	23,838	18,361
1150 SHRS. - ROCHE HOLDING LTD	25,820	39,125
500 SHRS. - TARGET CORP	24,900	38,590
150 SHRS. - TIME WARNER CABLE INC	9,821	28,410
500 SHRS. - TEXAS INSTRUMENTS INC	17,235	28,360
650 SHRS. - TOTAL S.A.	35,995	31,350
300 SHRS. - UNITED TECHNOLOGIES CORP	24,031	29,523
400 SHRS. - WALMART STORES INC	0	0
225 SHRS. - WALGREEN CO	8,951	19,053
692 SHRS. - MONDELEZ INTERNATIONAL INC	25,985	31,943
250 SHRS. - ESTEE LAUDER COMPANIES INC	14,683	20,115
300 SHRS. - SABMILLER PLC	13,074	18,510
200 SHRS. - PHILLIPS 66	0	0
500 SHRS. - ABBVIE INC	12,752	29,775
400 SHRS. - COMCAST CORP	21,053	25,048
75 SHRS. - CANADIAN PACIFIC RAILWAY	9,521	10,538
125 SHRS. - DIAGEO PLC-SPONSORED ADR	14,538	14,385
300 SHRS. - NOVARTIS AG	25,294	27,129
400 SHRS. - WELLS FARGO & CO	16,851	21,656
10,000 SHRS. - FORD MOTOR	19,600	148,100
200 SHRS. - ANHEUSER-BUSCH INBEV SA	21,159	23,866
425 SHRS. - AMERICAN EXPRESS COMPANY	36,141	31,136
975 SHRS. - TWENTY FIRST CENTURY FOX INC	32,534	30,108
250 SHRS. - UNION PACIFIC CORP	23,610	22,338
104 SHRS - TIME INC	1,883	1,932
375 SHRS - STATE STREET CORP	26,844	25,875
83 SHRS - CDK GLOBAL INC	0	0
325 SHRS - ACE LIMITED	33,366	36,901
160 SHRS. - CALIFORNIA RESOURCES COR	1,351	646
75 SHRS - ALEXION PHAMACEUTICALS INC	12,916	13,200
40 SHRS - ALPHABET INC CAP	24,209	28,432
300 SHRS - ASML HOLDING	29,565	27,837
125 SHRS - CELGENE CORP	14,621	15,339
175 SHRS - EMC CORP COM	4,589	1,589
200 SHS - EOG RES INC COM	17,827	17,170
250 SHRS - FACEBOOK INC	20,054	25,493
100 SHRS - GILEAD SCIENCES INC	10,310	10,813
100 SHRS - INTERCONTINENTAL EXCHANGE INC	22,621	25,240
250 SHRS - MICROSOFT CORP	10,537	13,160
100 SHRS - NIKE INC	10,915	13,103
725 SHRS - NOVO NORDISK	34,152	38,556
400 SHRS - ORACLE CORP	17,232	15,536
6375 SHRS - PEIZER INC	224,464	215,603
75 SHRS - QUALCOMM INC	5,135	4,457
21 SHRS - TIME INC	495	390
167 SHRS - TIME WARNER INC	14,183	12,582
300 SHRS - VISA INC	20,510	23,274
2325 SHRS - ALTRIA GROUP INC COM	120,232	140,593
1165 SHRS - CHEVRON CORP	119,742	105,875
1225 SHRS - COCA COLA COMPANY	49,940	51,879
1940 SHRS - CONOCOPHILLIPS COM	119,969	103,499
3825 SHRS - ENTERPRISE PRODS PARTNERS LP	117,064	105,685
710 SHRS - EXXON MOBIL CORP COM	60,056	58,745
2960 SHRS - KINDER MORGAN INC	119,937	80,956
517 SHRS - MCDONALDS CORP	49,961	58,033
1645 SHRS - OCCIDENTAL PETE CORP	120,049	122,618
1537 SHRS - PHILIP MORRIS INTL INC	120,048	135,871
10,000 SHRS - CALIFORNIA RESOURCES	54,000	40,400

- TIN:

TY 2014 OtherExpensesSchedule

Name:

THE BENJAMIN AND SUSAN WINTER FOUNDATION

C/O THE WINTER ORGANIZATION

EIN: 13-7107477

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MISCELLANEOUS EXPENSES	145	0		145
STATE FILING FEE	250	0		0

- TIN:

TY 2014 OtherProfessionalFeesSchedule

Name:

THE BENJAMIN AND SUSAN WINTER FOUNDATION

C/O THE WINTER ORGANIZATION

EIN: 13-7107477

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BROKERAGE FEES	16,913	16,913		0

- TIN:

TY 2014 TaxesSchedule

Name:

THE BENJAMIN AND SUSAN WINTER FOUNDATION

C/O THE WINTER ORGANIZATION

EIN: 13-7107477

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	1,416	1,416		0
EXCISE TAXES	2,086	0		0