WEINER NUSIM FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WEINER NUSIM FOUNDATION INC (EIN 06-1502654)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2012-09-14
- IRS object ID
- 201212589349100501
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-14T09:08:48-05:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452828604 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYERMEINBERG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 JERICHO TURNPIKE STE 312 | AddressLine1 |
| City | SYOSSET | City |
| State | NY | State |
| ZIP Code | 11791 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061502654 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEINER NUSIM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEIN | NameControl |
| Phone | 2035263895 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ROBERTA NUSIM 148B HERITAGE | AddressLine1 |
| Address Line2 | VILLAGE | AddressLine2 |
| City | SOUTHBURY | City |
| State | CT | State |
| ZIP Code | 06488 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OFFICER | Name |
| Title | PRESIDENT | Title |
| Phone | 2035263895 | Phone |
| Date Signed | 2012-09-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOIS CLINCO | Name |
| PTIN | P00743112 | PTIN |
| Phone | 5169218900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 841499 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 269 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 269 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 269 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 37572 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37572 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 37572 | DividendsAdjNetIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 37841 | TotalRevenueAndExpenses |
| Total Net Investment Income | 37841 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 37841 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4785 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4785 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1095 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1836 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1836 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 27797 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 27797 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 35513 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 34418 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 6040 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 6040 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 41553 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 40458 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3712 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 37841 | NetInvestmentIncome |
| Adjusted Net Income | 37841 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13213 | CashBOY |
| Cash EOY | 21659 | CashEOY |
| Cash EOYFMV | 21659 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 107091 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 57361 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 57361 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 848658 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 886230 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 762479 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 968962 | TotalAssetsBOY |
| Total Assets EOY | 965250 | TotalAssetsEOY |
| Total Assets EOYFMV | 841499 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 968962 | RetainedEarningsBOY |
| Retained Earnings EOY | 965250 | RetainedEarningsEOY |
| Total Net Assets BOY | 968962 | TotalNetAssetsBOY |
| Total Net Assets EOY | 965250 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 968962 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 965250 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 968962 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3712 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 965250 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 965250 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 30858 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 830075 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037175 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 67100 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 792278 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.084692 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 52673 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 727574 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.072395 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 40199 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 821891 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048910 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 80204 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 783949 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.102308 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.345480 | TotalDistributionRatio |
| Average Distribution Ratio | 0.069096 | AverageDistributionRatio |
| Net Noncharitable Assets | 810397 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 55995 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 378 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 56373 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 40458 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 757 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 757 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 757 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 760 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 760 | TotalCreditsAndPayments |
| Overpayment | 3 | Overpayment |
| Amount Credited To Next Year | 3 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.WEINERNUSIM.COM | WebsiteAddress |
| Books In Care Of Person Name | ROBERTA NUSIM | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2035263895 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148B HERITAGE VILLAGE | AddressLine1 |
| City | SOUTHBURY | City |
| State | CT | State |
| ZIP Code | 06488 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROBERTA NUSIM | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148B HERITAGE VILLAGE | AddressLine1 |
| City | SOUTHBURY | City |
| State | CT | State |
| ZIP Code | 06488 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUNDED THE CONSULTING, WRITING, RECORDING, AND VIDEO TAPING, INCLUDING SECURING THE RIGHTS FROM THE MUSIC PUBLISHERS FOR THE DEVELOPMENT OF A CD "BRING ME GIANTS" WHICH WILL BE A VALUABLE EDUCATIONAL RESOURCE FOR TEACHERS AND STUDENTS WITH MUSIC AND INTERVIEWS, A COMPREHENSIVE STUDY GUIDE FOR TEACHERS, AND ON-LINE INTERATIVE WEB BASED ACTIVITIES | Description1 |
| Expenses1 | 15019 | Expenses1 |
| Description2 | FUNDED OTHER EDUCATIONAL, SCIENTIFIC AND SOCIAL WELFARE ORGANIZATIONS. | Description2 |
| Expenses2 | 6040 | Expenses2 |
| Description3 | DEVELOPING A COMPREHENSIVE PROGRAM TO CELEBRATE THE 200TH BIRTHDAY OF CHARLES DICKENS CALLED "THE CRITICAL WRITINGS OF CHARLES DICKENS" WHICH WAS LAUNCHED IN FEBRUARY 2012 TO COINCIDE WITH THE CELEBRATIONS AROUND THE WORLD. | Description3 |
| Expenses3 | 11832 | Expenses3 |
| Description4 | FUNDED A PROJECT WITH THE NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY TO UPGRADE ITS WEBSITE AND ITS INFORMATIONAL OUTREACH MATERIALS TO AUGMENT EDUCATIONAL OUTREACH PROGRAMS FOR PRIMARY, SECONDARY AND COLLEGE STUDENTS IN NEED OF FINANCIAL ASSISTANCE AND SOCIAL SERVICES. THE FOUNDATION ALSO PROVIDES SCHOLARSHIPS TO DESERVING HIGH SCHOOL AND COLLEGE STUDENTS TO ASSIST THEM WITH TUITION, BOOKS AND TUTORING SERVICES WHEN NEEDED. | Description4 |
| Expenses4 | 1505 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 726021 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 96717 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 822738 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 822738 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12341 | CashDeemedCharitable |
| Net Noncharitable Assets | 810397 | NetNoncharitableAssets |
| Minimum Investment Return | 40520 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 40458 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 40458 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 40458 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1998-10-27 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 37841 | CurrentYear |
| Year1 | 36441 | Year1 |
| Year2 | 36632 | Year2 |
| Year3 | 36379 | Year3 |
| Total | 147293 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 32165 | CurrentYear |
| Year1 | 30975 | Year1 |
| Year2 | 31137 | Year2 |
| Year3 | 30922 | Year3 |
| Total | 125199 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 40458 | CurrentYear |
| Year1 | 30858 | Year1 |
| Year2 | 67466 | Year2 |
| Year3 | 52673 | Year3 |
| Total | 191455 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 40458 | CurrentYear |
| Year1 | 30858 | Year1 |
| Year2 | 67466 | Year2 |
| Year3 | 52673 | Year3 |
| Total | 191455 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 27013 | CurrentYear |
| Year1 | 27669 | Year1 |
| Year2 | 26409 | Year2 |
| Year3 | 24253 | Year3 |
| Total | 105344 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERTA NUSIM | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 200777127 | NONE | EXEMPT | GENERAL | $250 |
| BIDE A WEE | |||||||
| 118 OLD COUNTRY ROAD | WESTHAMPTON | NY | 11977 | NONE | EXEMPT | GENERAL | $1,100 |
| CCNY SCHOLARSHIP PROGRAM | |||||||
| 160 CPNVENT AVENUE | NEW YORK | NY | 10031 | NONE | EXEMPT | GENERAL | $600 |
| DOROT | |||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | EXEMPT | GENERAL | $200 |
| MOMA | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | EXEMPT | GENERAL | $390 |
| NEW YORK PUBLIC LIBRARY | |||||||
| FIFTH 42 ND STREET | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL | $200 |
| NORTH AMERICAN CONF ON ETHOPIAN JEWRY | |||||||
| 255 WEST 56TH STREET STE 701 | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL | $1,050 |
| WESTHAMPTON BEACH PERF ARTS CTR | |||||||
| 76 MAIN STREET | WESTHAMPTON BEACH | NY | 11978 | NONE | EXEMPT | GENERAL | $250 |
| ART DECO SOCIETY OF NY | |||||||
| 385 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | EXEMPT | GENERAL | $170 |
| ACTION FOR NATURE | |||||||
| 2269 CHESTNUT ST 263 | SAN FRANCISCO | CA | 94123 | NONE | EXEMPT | GENERAL | $100 |
| CENTER FOR JEWISH LIVING 92ND ST Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | EXEMPT | GENERAL | $30 |
| CHILDREN'S MUSEUM OF NY | |||||||
| 212 WEST 83RD STREET | NEW YORK | NY | 10024 | NONE | EXEMPT | GENERAL | $40 |
| PHILA MUSEUM OF ART | |||||||
| 26TH ST BEN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | EXEMPT | GENERAL | $230 |
| NY HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | EXEMPT | GENERAL | $100 |
| HAMPTON SYNAGOGUE | |||||||
| 154 SUNSET AVE | WESTHAMPTON BEACH | NY | 11978 | NONE | EXEMPT | GENERAL | $120 |
| MUSEUM OF THE CITY OF NY | |||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | EXEMPT | GENERAL | $132 |
| NYU | |||||||
| 665 BROADWAY 11TH FLOOR | NEW YORK | NY | 100122339 | NONE | EXEMPT | GENERAL | $100 |
| WORKSITES FOR WELLNESS | |||||||
| 60 PINEAPPLE STREET | BROOKLYN | NY | 11201 | NONE | EXEMPT | GENERAL | $500 |
| WNET 13 | |||||||
| 450 WEST 33RD STREET | NEW YORK | NY | 10029 | NONE | EXEMPT | GENERAL | $300 |
| THEATER DEVELOPMENT FUND | |||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL | $28 |
| WESTHAMPTON VOLUNTEER FIRE DEPT | |||||||
| 92 SUNSET AVENUE | WESTHAMPTON BEACH | NY | 11978 | NONE | EXEMPT | GENERAL | $50 |
| WESTHAMPTON BEACH LIBRARY | |||||||
| 7 LIBRARY AVENUE | WESTHAMPTON BEACH | NY | 11978 | NONE | EXEMPT | GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 6040 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $269 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,572 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $37,841 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 37841 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,785 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4785 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | NOT REQUIRED | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PEOPLE'S SECURITIES - MUTUAL FUND | NameOfStock |
| EOY Book Value | 886230 | EOYBookValue |
| EOYFMV | 762479 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| OFFICE SUPPLIES | 1960 | 0 | 0 | 1960 |
| FOOD | 1473 | 0 | 0 | 1473 |
| EDITORIAL | 4944 | 0 | 0 | 4944 |
| POSTAGE | 683 | 0 | 0 | 683 |
| ARTIST | 6821 | 0 | 0 | 6821 |
| UTILITIES | 398 | 0 | 0 | 398 |
| FILING FEES | 50 | 0 | 0 | 50 |
| PRINTING | 2169 | 0 | 0 | 2169 |
| LABELS & EMAIL BLASTS | 3896 | 0 | 0 | 3896 |
| CONSULTING | 5403 | 0 | 0 | 5403 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $1,095 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments