Nonprofit · EIN 30-0103736
JAMES L AND SUSAN G WINTER FOUNDATION
Tax-exempt · NEW YORK, NY 10019
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,392,787 | $810,646 | $1,582,141 | $5,502,655 | $0 | $5,502,655 |
| December 31, 2024 | 990-PF | $1,334,738 | $819,398 | $515,340 | $3,920,514 | $0 | $3,920,514 |
| December 31, 2023 | 990-PF | $606,767 | $206,979 | $399,788 | $3,405,174 | $0 | $3,405,174 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,101,080
- Dividends
- $116,176
- Net gain from sales of assets
- $175,531
Expenses
- Grants and similar amounts paid
- $777,270
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $779,175
- Excise tax on investment income
- $3,760
Balance sheet and other
- Total assets, start of year
- $3,920,514
- Total assets, end of year
- $5,502,655
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,502,655
- Fair market value of assets
- $8,591,779
- Qualifying distributions
- $779,175
- Net investment income
- $291,707
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L WINTER 38 QUAIL ROAD, GREENWICH, CT 06831 | TRUSTEE | 0.5 | $0 |
| SUSAN G WINTER 38 QUAIL ROAD, GREENWICH, CT 06831 | TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L WINTER 38 QUAIL ROAD, GREENWICH, CT 06831 | TRUSTEE | 0.5 | $0 |
| SUSAN G WINTER 38 QUAIL ROAD, GREENWICH, CT 06831 | TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L WINTER 38 QUAIL ROAD, GREENWICH, CT 06831 | TRUSTEE | 0.5 | $0 |
| SUSAN G WINTER 38 QUAIL ROAD, GREENWICH, CT 06831 | TREASURER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 680 FIFTH AVENUE - 23RD FLOOR, NEW YORK, NY 10019-5429
- In care of
- % THE WINTER ORGANIZATION
- Signed the 990-PF
- JAMES WINTER, TRUSTEE
- Phone
- (212) 616-8900
- Return prepared by
- CBIZ ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-0103736
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,502,655
- Income (IRS master file)
- $2,976,455
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,392,787 | $810,646 | $5,502,655 | IRS |
| 990-PF | December 2024 | $1,334,738 | $819,398 | $3,920,514 | XML |
| 990-PF | December 2023 | $606,767 | $206,979 | $3,405,174 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0103736).
Questions about JAMES L AND SUSAN G WINTER FOUNDATION
- What is the EIN of JAMES L AND SUSAN G WINTER FOUNDATION?
- The employer identification number (EIN) of JAMES L AND SUSAN G WINTER FOUNDATION is 30-0103736.
- Is JAMES L AND SUSAN G WINTER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to JAMES L AND SUSAN G WINTER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES L AND SUSAN G WINTER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES L AND SUSAN G WINTER FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES L AND SUSAN G WINTER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES L AND SUSAN G WINTER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JAMES L AND SUSAN G WINTER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,392,787, expenses of $810,646 and total assets of $5,502,655 at year end.
Other nonprofits in NEW YORK
- GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC EIN 31-1774905 · last filed 990 for 2024
- BLOOMBERG FAMILY FOUNDATION INC EIN 20-5602483 · last filed 990-PF for 2024
- JEWISH COMMUNAL FUND EIN 23-7174183 · last filed 990 for 2025
- FORD FOUNDATION EIN 13-1684331 · last filed 990-PF for 2024
- FREEDOM TOGETHER FOUNDATION EIN 90-0747216 · last filed 990-PF for 2024
- FOUNDATION TO PROMOTE OPEN SOCIETY EIN 26-3753801 · last filed 990-PF for 2024
- RENWICK FOUNDATION-USA EIN 92-3457678 · last filed 990-PF for 2025
- ROCKEFELLER PHILANTHROPY ADVISORS INC EIN 13-3615533 · last filed 990 for 2024
All nonprofits in NEW YORK · New York · Philanthropy, voluntarism and grantmaking foundations