WEINER NUSIM FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WEINER NUSIM FOUNDATION INC (EIN 06-1502654)
- Tax period
- 2014-05-01 to 2015-04-30
- Filed
- 2015-09-01
- IRS object ID
- 201502459349100300
- Schema version
- 2014v5.0
- 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
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-01T14:39:27-05:00 | ReturnTs |
| Tax Period End | 2015-04-30 | 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 | 2014-05-01 | 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 | C/O SUSAN MONAGLE 40 FLYING CLOUD | AddressLine1Txt |
| Address Line2 | ROAD | AddressLine2Txt |
| 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 | 2015-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STANFORD B WEISS | PreparerPersonNm |
| PTIN | P00422981 | PTIN |
| Phone | 2033350600 | PhoneNum |
| Preparation | 2015-08-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,285,672 | 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 | $267,737 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $133 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $133 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $40,977 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,977 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $40,977 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $308,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,110 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,110 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $769 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,333 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,333 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,460 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,460 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,393 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,142 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,142 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,554 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $231,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,110 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,214 | CashBOYAmt |
| Cash EOY | $30,660 | CashEOYAmt |
| Cash EOYFMV | $30,660 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $76,838 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $294,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $294,804 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $918,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $959,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $960,208 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,053,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,285,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,285,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,053,976 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,285,269 | 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 | $1,053,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,285,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,053,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,285,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,053,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $231,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,285,269 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,285,269 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,969 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $979,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039793 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,004 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $863,336 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040545 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,458 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $810,397 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049924 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,858 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $830,075 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037175 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $792,278 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084692 | DistributionYr5Rt |
| Total Distribution | 0.252129 | TotalDistributionRt |
| Average Distribution | 0.050426 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,139,895 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,480 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $411 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,891 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,535 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $411 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $411 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $389 | OverpaymentAmt |
| Applied To ES Tax | $389 | 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.COM | WebsiteAddressTxt |
| Individual With Books | SUSAN MONAGLE | IndividualWithBooksNm |
| Phone | 2036981831 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 FLYING CLOUD ROAD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 LAUNCHED A SERIES OF MAJOR EDUCATIONAL AND COMMUNITY OUTREACH PROGRAMS IN THE NEW YORK CITY AREA. A MAJOR PROJECT WAS THE FUNDING OF AN EDUCATIONAL OUTREACH PROGRAM FOR THE ART DECO SOCIETY OF NEW YORK, A NON-PROFIT ARTS ORGANIZATION THAT HELPS EDUCATE PEOPLE ABOUT AND PROTECT NEW YORK CITY'S UNIQUE ARCHITECTURAL BUILDINGS FROM THE 1920S AND 1930S. THE EDUCATIONAL OUTREACH PROGRAM CALLED DOCUMENTING DECO WAS PROVIDED FREE TO TEACHERS AND STUDENTS IN MIDDLE AND SENIOR HIGH SCHOOL STUDENTS IN SCHOOLS IN INNER CITY AREAS OF THE BRONX, NEW YORK. THE EDUCATIONAL PROGRAM IS DESIGNED TO BUILD PRIDE IN THESE UNDERSERVED COMMUNITIES AND BUILD CAREER AWARENESS THOUGH AN EXPLORATION OF THE ARCHITECTURE AND HISTORIC RESTORATION CAREER OPPORTUNITIES. THE FOUNDATION ALSO ASSISTED IN PROVIDING FUNDING FOR EDUCATIONAL LECTURES, WALKING TOURS, COLLEGE INTERNS TO WORK ON THE BUILDING REGISTRY OF ART DECO BUILDINGS IN THE FIVE BOROUGHS OF NEW YORK IN NEED OF PRESERVATION. | Description1Txt |
| Expenses1 | $40,629 | Expenses1Amt |
| Description2 | THE WEINER NUSIM FOUNDATION CONTINUED TO FULFILL REQUESTS FOR PRIOR YEAR PROGRAMS INCLUDING THE "BRING ME GIANTS" THEATER ARTS PROGRAM, A SUBSTANCE ABUSE PROGRAM "NO MATTER WHAT THE COST" AND ITS HONORING VETERANS PROGRAM CALLED "THE HEROES OF VIETNAM AND CONTINUED IS SUPPORT OF THE EDUCATION OF ETHIOPIAN STUDENTS IN NEED OF SPECIAL TUTORING AND ENRICHMENT PROGRAMS IN ISRAEL. | Description2Txt |
| Expenses2 | $1,320 | Expenses2Amt |
| Description3 | IN ADDITION THE WEINER NUSIM FOUNDATION SUPPORTED THE CITY COLLEGE OF NEW YORK COMMUNICATIONS PROGRAM BY PROVIDING GUIDANCE AND FUNDING ASSISTANCE AS PART OF HER ROLE ON THE BOARD OF DIRECTORS OF THE COMMUNICATIONS ALUMNI ASSOCIATION. | Description3Txt |
| Expenses3 | $15,000 | 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 | $965,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,157,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,157,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,139,895 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,535 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $411 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,124 | AdjustedQualifyingDistriAmt |
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 | $41,110 | CurrentYearAmt |
| Year1 | $38,439 | Year1Amt |
| Year2 | $38,732 | Year2Amt |
| Year3 | $37,841 | Year3Amt |
| Total | $156,122 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $34,944 | CurrentYearAmt |
| Year1 | $32,673 | Year1Amt |
| Year2 | $32,922 | Year2Amt |
| Year3 | $32,165 | Year3Amt |
| Total | $132,704 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $75,535 | CurrentYearAmt |
| Year1 | $38,969 | Year1Amt |
| Year2 | $35,004 | Year2Amt |
| Year3 | $40,458 | Year3Amt |
| Total | $189,966 | 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 | $75,535 | CurrentYearAmt |
| Year1 | $38,969 | Year1Amt |
| Year2 | $35,004 | Year2Amt |
| Year3 | $40,458 | Year3Amt |
| Total | $189,966 | 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 | $37,997 | CurrentYearAmt |
| Year1 | $32,643 | Year1Amt |
| Year2 | $28,778 | Year2Amt |
| Year3 | $27,013 | Year3Amt |
| Total | $126,431 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 3020 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | EXEMPT | GENERAL | $100 |
| ART DECO SOCIETY OF NY | ||||||
| 385 FIFTH AVENUE | NEW YORK | NY | 10016 | EXEMPT | GENERAL | $2,565 |
| BIDE A WEE | ||||||
| 118 OLD COUNTRY ROAD | WESTHAMPTON | NY | 11977 | EXEMPT | GENERAL | $2,800 |
| CCNY SCHOLARSHIP PROGRAM | ||||||
| 160 CONVENT AVENUE | NEW YORK | NY | 10031 | EXEMPT | GENERAL | $15,000 |
| DOROT | ||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | EXEMPT | GENERAL | $180 |
| MUSEUM OF JEWISH HERITAGE | ||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10212 | EXEMPT | GENERAL | $46 |
| NORTH AMERICAN CONF ON ETHIOPIAN JEWRY | ||||||
| 255 W 56TH ST STE 701 | NEW YORK | NY | 10018 | EXEMPT | GENERAL | $1,320 |
| THEATER DEVELOPMENT FUND | ||||||
| 520 8TH AVE SUITE 801 | NEW YORK | NY | 10018 | EXEMPT | GENERAL | $523 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | EXEMPT | GENERAL | $485 |
| PECONIC BAY HEALTH FOUNDATION | ||||||
| 1300 ROANOKE AVE | RIVERHEAD | NY | 11901 | EXEMPT | GENERAL | $400 |
| UJA | ||||||
| 130 EAST 59TH ST | NEW YORK | NY | 10022 | EXEMPT | GENERAL | $250 |
| WORLD JEWISH CONGRESS | ||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | EXEMPT | GENERAL | $100 |
| OPEN HOUSE NY | ||||||
| 133 BROADWAY | NEW YORK | NY | 10010 | EXEMPT | GENERAL | $50 |
| SWIM ACOSS AMERICA | ||||||
| 14 LITTLE RIDGE ROAD | RIDGEFIELD | CT | 06877 | EXEMPT | GENERAL | $150 |
| GUGGENHIEM MUSEUM | ||||||
| 1071 FIFTH AVE | NEW YORK | NY | 10128 | EXEMPT | GENERAL | $82 |
| WESTHAMPTON SYNAGOGUE | ||||||
| 154 SUNSET AVE | WESTHAMPTON BEACH | NY | 11978 | EXEMPT | GENERAL | $510 |
| FOOD ALLERGY ASSOC | ||||||
| 515 MADISON AVE | NEW YORK | NY | 10022 | EXEMPT | GENERAL | $100 |
| CHILDREN CANCER FOUNDATION | ||||||
| 5570 STERRRET PLACE | COLUMBIA | MD | 21044 | EXEMPT | GENERAL | $100 |
| CITY MEALS | ||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | EXEMPT | GENERAL | $128 |
| BARD COLLEGE | ||||||
| 30 CAMPUS RD | ANNANDALE ON HUDSON | NY | 12504 | EXEMPT | GENERAL | $150 |
| OR OLAM SYNAGOGUE | ||||||
| 308 E 55TH ST | NEW YORK | NY | 10022 | EXEMPT | GENERAL | $100 |
| NY LANDMARKS CONSERVANCY | ||||||
| 1 WHITEHALL ST | NEW YORK | NY | 10004 | EXEMPT | GENERAL | $250 |
| 911 MEMORIAL | ||||||
| 180 GREENWICH ST | NEW YORK | NY | 10007 | EXEMPT | GENERAL | $100 |
| SOCIETY OF ILLUSTRATORS | ||||||
| 128 E 63RD ST | NEW YORK | NY | 10065 | EXEMPT | GENERAL | $200 |
| 92ND STREET Y | ||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | EXEMPT | GENERAL | $136 |
| AMER MUSEUM OF NATURAL HISTORY | ||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | EXEMPT | GENERAL | $95 |
| HOLE IN THE WALL CAMPS | ||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | EXEMPT | GENERAL | $222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,142 | 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 | 14 | ExclusionCd |
| Exclusion | $133 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,977 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,110 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,110 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| 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 | $267,737 | 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 | $3,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,600 | 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 | PEOPLES SECURITIES-MUTUAL FUND | StockNm |
| EOY Book Value | $959,805 | EOYBookValueAmt |
| EOYFMV | $960,208 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $10,907 | $0 | $0 | $10,907 |
| FOOD | $2,228 | $0 | $0 | $2,228 |
| POSTAGE | $282 | $0 | $0 | $282 |
| ARTIST | $180 | $0 | $0 | $180 |
| UTILITIES | $4,396 | $0 | $0 | $4,396 |
| DUES & SUBSCRIPTIONS | $1,302 | $0 | $0 | $1,302 |
| MISCELLANEOUS | $415 | $0 | $0 | $415 |
| CONSULTING | $21,750 | $0 | $0 | $21,750 |
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 | $769 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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