WEINER NUSIM FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WEINER NUSIM FOUNDATION INC (EIN 06-1502654)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-08-16
- IRS object ID
- 202302289349100005
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-16T09:11:40-05:00 | ReturnTs |
| Tax Period End | 2023-04-30 | 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 | 2022-05-01 | 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 | 2023-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERTA | PersonFirstNm |
| Person Last | NUSIM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-08-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,183,741 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,233 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,233 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,233 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $46,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,914 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $46,914 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $787,692 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $143,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,147 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $61,147 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,325 | 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 | $1,425 | 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 | $11,108 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,108 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $996 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,298 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,298 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,836 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,836 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,713 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,713 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,701 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,847 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,039 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,147 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $151,317 | CashBOYAmt |
| Cash EOY | $55,894 | CashEOYAmt |
| Cash EOYFMV | $55,894 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,510 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,554 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,554 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,496,613 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,481,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,679,169 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $267,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $382,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $382,500 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $624 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $624 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,980,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,985,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,183,741 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,980,940 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,985,956 | 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 | $1,980,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,985,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,980,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,985,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,980,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,985,956 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,985,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 39 AIZ | P | 2021-12-23 | 2022-11-01 | $5,271 | $5,953 | -$682 | -$682 |
| 140 AIZ | P | 2021-05-13 | 2022-11-01 | $18,920 | $22,292 | -$3,372 | -$3,372 |
| 1832 T | P | 2022-11-01 | 2022-12-19 | $32,481 | $33,651 | -$1,170 | -$1,170 |
| 6 BLK | P | 2016-11-09 | 2022-05-18 | $3,537 | $2,110 | $1,427 | $1,427 |
| 9 BLK | P | 2016-12-06 | 2022-05-18 | $5,305 | $3,363 | $1,942 | $1,942 |
| 3 BLK | P | 2017-01-06 | 2022-05-18 | $1,768 | $1,152 | $616 | $616 |
| 3 BLK | P | 2017-02-22 | 2022-05-18 | $1,768 | $1,170 | $598 | $598 |
| 232 CMCSA | P | 2021-12-23 | 2022-08-02 | $8,721 | $11,616 | -$2,895 | -$2,895 |
| 154 CMCSA | P | 2019-12-30 | 2022-08-02 | $5,789 | $6,976 | -$1,187 | -$1,187 |
| 597 CMCSA | P | 2020-01-09 | 2022-08-02 | $22,441 | $27,126 | -$4,685 | -$4,685 |
| 40000 DR HORTON INC | P | 2017-01-04 | 2022-09-15 | $40,000 | $41,200 | -$1,200 | -$1,200 |
| 4 DLR | P | 2021-12-23 | 2022-12-21 | $406 | $677 | -$271 | -$271 |
| 92 DLR | P | 2020-06-05 | 2022-12-21 | $9,332 | $12,490 | -$3,158 | -$3,158 |
| 22000 GENERAL ELECTRIC | P | 2018-10-12 | 2023-03-15 | $22,000 | $21,621 | $379 | $379 |
| 20000 JPMORGAN CHASE | P | 2016-10-31 | 2022-10-30 | $20,000 | $20,688 | -$688 | -$688 |
| 182 LYONDELLBASELL NV CL-A | P | 2019-10-24 | 2023-03-10 | $16,393 | $15,962 | $431 | $431 |
| 23 LYONDELLBASELL NV CL-A | P | 2019-12-18 | 2023-03-10 | $2,072 | $2,170 | -$98 | -$98 |
| 33 LYONDELLBASELL NV CL-A | P | 2019-12-30 | 2023-03-10 | $2,972 | $3,101 | -$129 | -$129 |
| 53 LYONDELLBASELL NV CL-A | P | 2020-01-09 | 2023-03-10 | $4,774 | $4,799 | -$25 | -$25 |
| 5 LYONDELLBASELL NV CL-A | P | 2021-12-23 | 2023-03-10 | $450 | $454 | -$4 | -$4 |
| 255 MDT | P | 2020-05-08 | 2022-11-25 | $20,157 | $25,175 | -$5,018 | -$5,018 |
| 127 MDT | P | 2021-09-27 | 2022-11-25 | $10,039 | $16,468 | -$6,429 | -$6,429 |
| 24 PNC | P | 2021-12-28 | 2022-08-16 | $4,178 | $4,834 | -$656 | -$656 |
| 172 PNC | P | 2020-07-23 | 2022-08-16 | $29,941 | $18,515 | $11,426 | $11,426 |
| 213 STT | P | 2022-01-12 | 2023-04-19 | $16,092 | $22,065 | -$5,973 | -$5,973 |
| 60000 US TSY BILL | P | 2022-04-06 | 2022-07-05 | $60,000 | $60,000 | $0 | $0 |
| 150000 US TSY BILL | P | 2022-08-16 | 2022-11-15 | $150,000 | $150,000 | $0 | $0 |
| 40000 US TSY BILL | P | 2022-07-05 | 2022-09-09 | $39,947 | $39,830 | $117 | $117 |
| 200000 US TSY BILL | P | 2022-11-14 | 2023-02-14 | $203,003 | $200,000 | $3,003 | $3,003 |
| 30000 US TSY BILL | P | 2023-02-17 | 2023-04-24 | $29,935 | $29,664 | $271 | $271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,430 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,283 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $696 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | 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 | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $624 | OverpaymentAmt |
| Applied To ES Tax | $624 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | $5,325 | $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 2022-23 FISCAL YEAR INCLUDED SUPPORT FOR A SERIES OF EDUCATIONAL AND COMMUNITY OUTREACH INITIATIVES FOR THE ART DECO SOCIETY OF NEW YORK (ADSNY). THESE OUTREACH PROGRAMS INCLUDED SUPPORT FOR THE "DOCUMENTING DECO" SCHOOL PROGRAM WHICH REACHES NEW YORK CITY MIDDLE AND SENIOR HIGH SCHOOL STUDENTS LIVING IN ECONOMICALLY DEPRESSED NEIGHBOORHOODS WITH SUPPLEMENTAL CURRICULUM PROGRAM, "TELLING THE ART DECO STORIES OF OUR NEIGHBORHOODS" A SERIES OF FREE EDUCATIONAL PROGRAMS FOR RESIDENTS OF UNDERSERVED NEW YORK CITY NEIGHBORHOODS TO PROVIDE CULTURE ENRICHMENT ACTIVITES AND THE ART DECO REGISTRY AND MAP, A LIST AND DESCRIPTION OF OVER 700 ART DECO BUILDINGS IN THE FIVE BOROUGHS OF NEW YORK. THIS REFERENCE TOOL IS THE ONLY COMPILATION OF BUILDINGS IN THE ART DECO ARCHITECTURAL STYLE IN NEW YORK. ADSNY RESUMED ITS EDUCATIONAL TRAVEL PROGRAM AFTER SHUT DOWNS DURING COVID AS WELL AS ATTENDANCE AT THE ICAD WORLD CONGRESS. | Description1Txt |
| Expenses1 | $25,276 | Expenses1Amt |
| Description2 | THE WEINER NUSIM FOUNDATION CONTINUED ITS LONG TERM COMMITMENT TO TEL AVIV UNIVERSITY TO FUND THE TUITION COSTS FOR THREE STUDENTS IN A PROGRAM DESIGNED TO PROVIDE THE SKILLS TO FOSTER WOMEN IN BUSINESS. | Description2Txt |
| Expenses2 | $12,000 | Expenses2Amt |
| Description3 | THE WEINER NUSIM FOUNDATION CONTINUED ITS FINANCIAL SUPPORT FOR STUDENTS IN FINANCIAL NEED BY PROVIDING TUITION ASSISTANCE FOR EIGHT STUDENTS NOW IN THEIR JUNIOR YEARS AT VARIOUS UNIVERSITIES. | Description3Txt |
| Expenses3 | $19,708 | Expenses3Amt |
| Description4 | THE WEINER NUSIM FOUNDATION ALSO CONTINUED FUNDING FOR THE ACQUISITION OF AN AMBULANCE FOR THE AMERICAN FRIENDS OF MAGEN DAVID ADOM TO PROVIDE SWIFT EMERGENCY MEDICAL CARE FOR THOSE SUFFERING FROM COVID, ACCIDENTS, AND OTHER SERIOUS MEDICAL CONDITIONS. | Description4Txt |
| Expenses4 | $50,000 | Expenses4Amt |
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 | $1,665,070 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,830,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,830,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,803,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,159 | 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 | $119,847 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $119,847 | 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 | $61,147 | CurrentYearAmt |
| Year1 | $50,821 | Year1Amt |
| Year2 | $34,631 | Year2Amt |
| Year3 | $43,962 | Year3Amt |
| Total | $190,561 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $51,975 | CurrentYearAmt |
| Year1 | $43,198 | Year1Amt |
| Year2 | $29,436 | Year2Amt |
| Year3 | $37,368 | Year3Amt |
| Total | $161,977 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $119,847 | CurrentYearAmt |
| Year1 | $139,548 | Year1Amt |
| Year2 | $80,684 | Year2Amt |
| Year3 | $54,101 | Year3Amt |
| Total | $394,180 | 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 | $119,847 | CurrentYearAmt |
| Year1 | $139,548 | Year1Amt |
| Year2 | $80,684 | Year2Amt |
| Year3 | $54,101 | Year3Amt |
| Total | $394,180 | 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 | $60,106 | CurrentYearAmt |
| Year1 | $64,308 | Year1Amt |
| Year2 | $49,829 | Year2Amt |
| Year3 | $44,041 | Year3Amt |
| Total | $218,284 | 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 (24 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 | $50,000 |
| AFTAU SCHOLARSHIP PROGRAM | ||||||
| 39 BROADWAY 1510 | NEW YORK | NY | 10006 | EXEMPT | GENERAL | $12,000 |
| 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 | $5,702 |
| BOWDOIN COLLEGE | ||||||
| 5420 COLLEGE STATION | BRUNSWICK | ME | 04011 | EXEMPT | SCHOLARSHIPS | $2,500 |
| 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 | $1,750 |
| CITY COLLEGE BURSAR'S OFFICE | ||||||
| 160 CONVENT AVENUE A-103 | NEW YORK | NY | 10031 | EXEMPT | SCHOLARSHIPS | $3,000 |
| CITY MEALS | ||||||
| 355 LEXINGTON AVE 3 | NEW YORK | NY | 10017 | EXEMPT | GENERAL | $500 |
| COLUMBIA UNIVERSITY | ||||||
| 1130 AMSTERDAM AVE | NEW YORK | NY | 10027 | EXEMPT | SCHOLARSHIPS | $2,500 |
| FJC FOUNDATION | ||||||
| 225 W 39TH ST 12 FLOOR | NEW YORK | NY | 10018 | EXEMPT | GENERAL | $150 |
| FRIENDS OF WASHINGTON AMBULANCE | ||||||
| 109 BEE BROOK RD | WASHINGTON | CT | 06794 | EXEMPT | GENERAL | $200 |
| HILDRETH MEIER INT'L | ||||||
| 80 ALPINE ST | STAMFORD | CT | 06905 | EXEMPT | GENERAL | $103 |
| LINCOLN UNIVERSITY | ||||||
| 1570 BALTIMORE PIKE | LINCOLN UNIVERSITY | PA | 19352 | EXEMPT | SCHOLARSHIPS | $2,500 |
| MANHATTANVILLE COLLEGE | ||||||
| 2900 PURCHASE ST | PURCHASE | NY | 10577 | EXEMPT | SCHOLARSHIPS | $5,000 |
| NAUGATUCK VALLEY COMMUNITY COLLEGE | ||||||
| 7 WEST ST | DANBURY | CT | 06810 | EXEMPT | SCHOLARSHIPS | $2,208 |
| SACRED HEART UNIVERSITY | ||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | EXEMPT | GENERAL | $100 |
| SUFFOLK COUNTY HISTORICAL SOCIETY | ||||||
| 300 W MAIN ST | RIVERHEAD | NY | 11901 | EXEMPT | GENERAL | $50 |
| SUTTON AREA COMMUNITY | ||||||
| 60 SUTTON PL S | NEW YROK | NY | 10022 | EXEMPT | GENERAL | $350 |
| THIRTEEN LLC | ||||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | EXEMPT | GENERAL | $100 |
| TIN PAN ALLEY | ||||||
| 47-55 WEST 28 ST | NEW YORK | NY | 10001 | EXEMPT | GENERAL | $300 |
| UJA | ||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | EXEMPT | GENERAL | $1,000 |
| WESTHAMPTON FIRE DEPARTMENT | ||||||
| 92 SUNSET AVE | NEW YORK | NY | 11978 | EXEMPT | GENERAL | $100 |
| WIKIPEDIA | ||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 11763 | EXEMPT | GENERAL | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,713 | 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 | $14,233 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $46,914 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$17,430 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,147 | ExclusionAmt |
| Related Or Exempt Function Incm | -$17,430 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,717 | 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 | $100,000 | 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 | $1,425 | 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 | $1,481,384 | EOYBookValueAmt |
| EOYFMV | $1,679,169 | 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 | $382,500 | BookValueAmt |
| EOYFMV | $382,500 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $624 | EOYBookValueAmt |
| EOYFMV | $624 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $4,651 | $0 | $0 | $4,651 |
| FOOD | $3,146 | $0 | $0 | $3,146 |
| UTILITIES | $3,921 | $0 | $0 | $3,921 |
| DUES & SUBSCRIPTIONS | $1,055 | $0 | $0 | $1,055 |
| BANK CHARGES | $63 | $0 | $0 | $63 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $11,108 | Amt |
| Net Investment Income | $11,108 | 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 | $996 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments