WEINER NUSIM FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WEINER NUSIM FOUNDATION INC (EIN 06-1502654)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2024-09-05
- IRS object ID
- 202402499349100605
- Schema version
- 2023v5.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-05T08:28:42-05:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061577317 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISS PAPSCOE & CO CPA'S LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 BLACK ROCK TPKE | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068253239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061502654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEINER NUSIM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIN | BusinessNameControlTxt |
| Phone | 2035263895 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 FLYING CLOUD RD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERTA NUSIM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2035263895 | PhoneNum |
| Signature | 2024-09-02 | 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 | STANFORD B WEISS | PreparerPersonNm |
| PTIN | P00422981 | PTIN |
| Phone | 2033350600 | PhoneNum |
| Preparation | 2024-09-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,341,464 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,699 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,699 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19,699 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $40,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,447 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $40,447 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,199,425 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,554 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $392,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,700 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $60,146 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,528 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,528 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,766 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,766 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,030 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,796 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,715 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,715 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $334,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,172 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60,146 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,894 | CashBOYAmt |
| Cash EOY | $18,897 | CashEOYAmt |
| Cash EOYFMV | $18,897 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,554 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,574 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,481,384 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,637,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,911,993 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $382,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $372,702 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $395,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $624 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,985,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,044,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,341,464 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $504 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $504 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,985,956 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,043,989 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,985,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,043,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,985,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,044,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,985,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,043,989 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,043,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TSY BILL 210000 | P | 2023-02-17 | 2023-05-18 | $210,000 | $210,000 | $0 | $0 |
| 124 CVS | P | 2020-04-27 | 2023-05-22 | $8,536 | $7,858 | $678 | $678 |
| 97 CVS | P | 2020-11-13 | 2023-05-22 | $6,677 | $6,850 | -$173 | -$173 |
| 66 CVS | P | 2021-01-15 | 2023-05-22 | $4,474 | $4,920 | -$446 | -$446 |
| 1144 ARES | P | 2021-01-20 | 2023-05-23 | $97,826 | $49,387 | $48,439 | $48,439 |
| 9 ADI | P | 2017-02-22 | 2023-05-26 | $1,555 | $735 | $820 | $820 |
| 86 ETN | P | 2021-03-03 | 2023-06-16 | $16,573 | $11,781 | $4,792 | $4,792 |
| 63 PH | P | 2020-10-15 | 2023-06-16 | $23,391 | $13,526 | $9,865 | $9,865 |
| 23 PH | P | 2021-07-26 | 2023-06-16 | $8,540 | $7,093 | $1,447 | $1,447 |
| 19 PH | P | 2021-12-23 | 2023-06-16 | $7,054 | $5,932 | $1,122 | $1,122 |
| 3703 FPE | P | 2021-12-23 | 2023-07-03 | $59,136 | $74,760 | -$15,624 | -$15,624 |
| US TSY BILL 100000 | P | 2023-05-18 | 2023-07-03 | $99,387 | $98,722 | $665 | $665 |
| US TSY BILL 120000 | P | 2023-05-18 | 2023-08-17 | $120,000 | $120,000 | $0 | $0 |
| US TSY BILL 150000 | P | 2023-06-16 | 2023-08-17 | $150,000 | $150,000 | $0 | $0 |
| GE 18000 | P | 2018-10-12 | 2023-09-15 | $18,000 | $17,690 | $310 | $310 |
| 56 CCI | P | 2016-10-31 | 2023-10-18 | $5,221 | $4,554 | $667 | $667 |
| 56 CCI | P | 2016-11-09 | 2023-10-18 | $5,221 | $4,254 | $967 | $967 |
| 50 CCI | P | 2016-12-06 | 2023-10-18 | $4,662 | $3,697 | $965 | $965 |
| 16 CCI | P | 2017-01-06 | 2023-10-18 | $1,492 | $1,230 | $262 | $262 |
| 18 CCI | P | 2017-02-22 | 2023-10-18 | $1,678 | $1,433 | $245 | $245 |
| 20 CCI | P | 2017-03-28 | 2023-10-18 | $1,865 | $1,678 | $187 | $187 |
| 20 CCI | P | 2017-04-18 | 2023-10-18 | $1,865 | $1,727 | $138 | $138 |
| 102 CCI | P | 2018-03-16 | 2023-10-18 | $9,510 | $10,053 | -$543 | -$543 |
| 31 CCI | P | 2018-08-11 | 2023-10-18 | $2,891 | $2,918 | -$27 | -$27 |
| US TSY BILL 70000 | P | 2023-08-18 | 2023-11-09 | $69,939 | $69,107 | $832 | $832 |
| US TSY BILL 50000 | P | 2023-08-18 | 2023-11-16 | $50,000 | $50,000 | $0 | $0 |
| 125 JNJ | P | 2021-05-04 | 2023-12-01 | $19,471 | $20,674 | -$1,203 | -$1,203 |
| US TSY BILL 55000 | P | 2023-11-21 | 2024-02-22 | $55,000 | $55,000 | $0 | $0 |
| US TSY BILL 40000 | P | 2023-11-29 | 2024-02-23 | $39,457 | $38,954 | $503 | $503 |
| 459 INVH | P | 2022-05-18 | 2024-02-27 | $15,423 | $16,533 | -$1,110 | -$1,110 |
| 30 JNJ | P | 2021-05-04 | 2024-02-27 | $4,813 | $4,962 | -$149 | -$149 |
| 173 MTB | P | 2023-04-19 | 2024-02-27 | $23,915 | $22,440 | $1,475 | $1,475 |
| 2 UNH | P | 2022-02-10 | 2024-03-05 | $950 | $978 | -$28 | -$28 |
| 40000 WESTINGHOUSE | P | 2021-08-13 | 2024-03-15 | $40,000 | $40,000 | $0 | $0 |
| US TSY BILL 15000 | P | 2023-11-29 | 2024-04-15 | $14,903 | $14,608 | $295 | $295 |
| GROVE VENTURES II,LP S-T TRADE ACTIVITY | P | 2023-06-01 | 2023-04-01 | $22,817 | -$22,817 | -$22,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,554 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$19,047 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $624 | 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 | $624 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $506 | TaxDueAmt |
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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WEINERNUSIM.ORG | WebsiteAddressTxt |
| Individual With Books | SUSAN MONAGLE | IndividualWithBooksNm |
| Phone | 2033216969 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 SABLE OAK LANE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERTA NUSIM | ||||||||
| 2 BAY MEADOW LANE | WESTHAMPTON | NY | 11977 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JILL FISHBIN | ||||||||
| 17 RIDGEWAY ROAD | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN MONAGLE | ||||||||
| 640 SABLE OAK LANE | VERO BEACH | FL | 32963 | DIRECTOR | 1.00 | $6,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE WEINER NUSIM FOUNDATION'S MAJOR ACTIVITIES DURING THE 2023-24 FISCAL YEAR INCLUDED SUPPORT FOR EDUCATIONAL AND COMMUNITY OUTREACH INITIATIVES FOR THE ART DECO SOCIETY OF NEW YORK | Description1Txt |
| Expenses1 | $11,675 | Expenses1Amt |
| Description2 | THE WEINER NUSIM FOUNDATION CONTINUED ITS FINANCIAL SUPPORT FOR STUDENTS IN FINANCIAL NEED BY PROVIDING TUITION ASSISTANCE FOR SIX STUDENTS NOW IN THEIR SENIOR YEARS AT VARIOUS UNIVERSITIES. | Description2Txt |
| Expenses2 | $13,120 | Expenses2Amt |
| Description3 | THE WEINER NUSIM FOUNDATION ALSO CONTINUED FUNDING TO THE AMERICAN FRIENDS OF MAGEN DAVID ADOM TO PROVIDE SWIFT EMERGENCY MEDICAL CARE FOR THOSE SUFFERING FROM SERIOUS MEDICAL CONDITIONS. | Description3Txt |
| Expenses3 | $271,000 | Expenses3Amt |
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 | $1,753,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,268 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,838,921 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,838,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,584 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,811,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,511 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $314,511 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-10-27 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $60,146 | CurrentYearAmt |
| Year1 | $61,147 | Year1Amt |
| Year2 | $50,821 | Year2Amt |
| Year3 | $34,631 | Year3Amt |
| Total | $206,745 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $51,124 | CurrentYearAmt |
| Year1 | $51,975 | Year1Amt |
| Year2 | $43,198 | Year2Amt |
| Year3 | $29,436 | Year3Amt |
| Total | $175,733 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $314,511 | CurrentYearAmt |
| Year1 | $119,847 | Year1Amt |
| Year2 | $139,548 | Year2Amt |
| Year3 | $80,684 | Year3Amt |
| Total | $654,590 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $314,511 | CurrentYearAmt |
| Year1 | $119,847 | Year1Amt |
| Year2 | $139,548 | Year2Amt |
| Year3 | $80,684 | Year3Amt |
| Total | $654,590 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $60,378 | CurrentYearAmt |
| Year1 | $60,106 | Year1Amt |
| Year2 | $64,308 | Year2Amt |
| Year3 | $49,829 | Year3Amt |
| Total | $234,621 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERTA NUSIM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFMDA | ||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | EXEMPT | GENERAL | $271,000 |
| AFTAU | ||||||
| 8 W 40TH ST 8TH FLOOR | NEW YORK | NY | 10018 | EXEMPT | GENERAL | $1,000 |
| AMERICAN ASSOC OF MUSEUMS | ||||||
| 2451 CRYSTAL DR | ARLINGTON | VA | 22202 | EXEMPT | GENERAL | $50 |
| ART DECO SOCIETY OF NY | ||||||
| PO BOX 6205 | NEW YORK | NY | 10150 | EXEMPT | GENERAL | $3,150 |
| BOWDOIN COLLEGE | ||||||
| 5420 COLLEGE STATION | BRUNSWICK | ME | 04011 | EXEMPT | SCHOLARSHIPS | $2,500 |
| CANINE COMPANIONS | ||||||
| 286 MIDDLE ISLAND RD | MEDFORD | NY | 11763 | EXEMPT | GENERAL | $75 |
| CENTRAL CONNECTICUT STATE UNIVERSITY | ||||||
| 1615 STANLEY ST | NEW BRITIAN | CT | 06050 | EXEMPT | SCHOLARSHIPS | $2,500 |
| CENTRAL SYNAGOGUE | ||||||
| 652 LEXINGTON AVE | NEW YORK | NY | 10022 | EXEMPT | GENERAL | $2,800 |
| COLUMBIA UNIVERSITY | ||||||
| 1130 AMSTERDAM AVE | NEW YORK | NY | 10027 | EXEMPT | SCHOLARSHIPS | $2,500 |
| CT STATE COMMUNITY COLLEGE | ||||||
| 750 CHASE PARKWAY | WATERBURY | CT | 06708 | EXEMPT | SCHOLARSHIPS | $620 |
| DEMOCRACY COALITION | ||||||
| 755 WEST LANCASTER AVE | BRYN MAWR | PA | 19010 | EXEMPT | GENERAL | $100 |
| HILDRETH MEIER INT'L | ||||||
| 80 ALPINE ST | STAMFORD | CT | 06905 | EXEMPT | GENERAL | $100 |
| IONA UNIVERSITY | ||||||
| 715 NORTH AVE | NEW ROCHELLE | NY | 10801 | EXEMPT | SCHOLARSHIPS | $2,500 |
| ISRAEL GIVES | ||||||
| 228 PARK AVE | NEW YORK | NY | 10003 | EXEMPT | GENERAL | $1,100 |
| LINCOLN UNIVERSITY | ||||||
| 1570 BALTIMORE PIKE | LINCOLN UNIVERSITY | PA | 19352 | EXEMPT | SCHOLARSHIPS | $2,500 |
| MCF AWARE CT | ||||||
| 225 W 39TH ST 12 FLOOR | NEW YORK | NY | 10018 | EXEMPT | GENERAL | $100 |
| NACOEJ | ||||||
| 255 W 36TH ST | NEW YORK | NY | 10018 | EXEMPT | GENERAL | $1,800 |
| PRESERVATION HOUSTON | ||||||
| 3907 MAIN ST | HOUSTON | TX | 77002 | EXEMPT | GENERAL | $100 |
| UJA | ||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | EXEMPT | GENERAL | $1,000 |
| WILW PUBLIC BROADCASTING | ||||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | EXEMPT | GENERAL | $120 |
| WILW PUBLIC TELEVISION | ||||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | EXEMPT | GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,715 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $19,699 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $40,447 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,554 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,146 | ExclusionAmt |
| Related Or Exempt Function Incm | $32,554 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,700 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | NOT APPLICABLE |
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERTA NUSIM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BAY MEADOW LANE | AddressLine1Txt |
| City | WESTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11977 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY-INVESTMENTS | StockNm |
| EOY Book Value | $1,637,320 | EOYBookValueAmt |
| EOYFMV | $1,911,993 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GROVE VENTURES II, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $372,702 | BookValueAmt |
| EOYFMV | $395,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $624 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $4,101 | $0 | $0 | $4,101 |
| FOOD | $2,042 | $0 | $0 | $2,042 |
| UTILITIES | $4,310 | $0 | $0 | $4,310 |
| DUES & SUBSCRIPTIONS | $1,035 | $0 | $0 | $1,035 |
| BANK CHARGES | $42 | $0 | $0 | $42 |
| CONSULTING | $2,500 | $0 | $0 | $2,500 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $504 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $11,528 | Amt |
| Net Investment Income | $11,528 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERTA NUSIM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BAY MEADOW LANE | AddressLine1Txt |
| City | WESTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11977 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,128 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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