WEINER NUSIM FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WEINER NUSIM FOUNDATION INC (EIN 06-1502654)
- Tax period
- 2025-05-01 to 2026-04-30
- Filed
- 2026-09-10
- IRS object ID
- 202602539349100410
- Schema version
- 2025v4.2
- 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
- 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 | 2026-09-10T09:35:22-05:00 | ReturnTs |
| Tax Period End | 2026-04-30 | 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 | 2025-05-01 | 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 | 2026-09-08 | 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 | 2026-09-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,055,381 | 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 | $555,589 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32,122 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,122 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $32,122 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $34,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,133 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,133 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,561 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $871,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,561 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $637,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,816 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $66,255 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,150 | 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 | $1,650 | 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 | $14,229 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,229 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $939 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,323 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,323 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,926 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,260 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,249 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $346,265 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $346,265 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $375,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $236,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,587 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $66,255 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $154,255 | CashBOYAmt |
| Cash EOY | $18,234 | CashEOYAmt |
| Cash EOYFMV | $18,234 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,206 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $157,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $157,722 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,685,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,852,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,419,874 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $381,249 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $437,045 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $459,250 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $301 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $301 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,229,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,466,257 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,055,381 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $81 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $81 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,229,377 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,466,257 | 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 | $2,229,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,466,257 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,229,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,466,257 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,229,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $236,880 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,466,257 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,466,257 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VTV 100 | P | 2024-12-18 | 2025-05-08 | $16,898 | $17,359 | -$461 | -$461 |
| MVRXX 115,000 | P | 2025-05-16 | 2025-05-19 | $115,000 | $115,000 | $0 | $0 |
| VTV 343 | P | 2024-12-18 | 2025-05-19 | $59,384 | $59,543 | -$159 | -$159 |
| FHLB 600 | P | 2025-05-23 | 2025-05-23 | $60,000 | $59,910 | $90 | $90 |
| PB 512 | P | 2025-02-26 | 2025-06-10 | $36,237 | $39,069 | -$2,832 | -$2,832 |
| MTB 195 | P | 2025-07-14 | 2025-10-20 | $35,388 | $39,495 | -$4,107 | -$4,107 |
| RELX 360 | P | 2025-02-26 | 2025-11-24 | $14,495 | $17,496 | -$3,001 | -$3,001 |
| RELX 137 | P | 2025-07-14 | 2025-11-24 | $5,516 | $7,378 | -$1,862 | -$1,862 |
| MMM 765 | D | 2025-11-21 | 2025-11-24 | $127,548 | $128,589 | -$1,041 | -$1,041 |
| MDLZ 891 | P | 2025-05-08 | 2026-01-23 | $51,509 | $60,157 | -$8,648 | -$8,648 |
| BXMT 1270 | P | 2021-12-23 | 2025-05-08 | $24,047 | $39,942 | -$15,895 | -$15,895 |
| HD 9 | P | 2016-10-31 | 2025-05-08 | $3,291 | $1,102 | $2,189 | $2,189 |
| HD 28 | P | 2016-11-09 | 2025-05-08 | $10,238 | $3,402 | $6,836 | $6,836 |
| STWD 1609 | P | 2021-12-23 | 2025-05-08 | $30,684 | $39,984 | -$9,300 | -$9,300 |
| MSFT 4 | P | 2016-10-31 | 2025-05-19 | $1,829 | $241 | $1,588 | $1,588 |
| MSFT 61 | P | 2016-11-09 | 2025-05-19 | $27,891 | $3,621 | $24,270 | $24,270 |
| EMR 418 | P | 2023-06-16 | 2025-07-14 | $58,427 | $36,832 | $21,595 | $21,595 |
| VZ 265 | P | 2022-12-21 | 2025-07-15 | $10,844 | $9,979 | $865 | $865 |
| VZ 111 | P | 2023-03-10 | 2025-07-15 | $4,542 | $4,073 | $469 | $469 |
| VZ 683 | P | 2022-12-19 | 2025-07-15 | $27,947 | $25,132 | $2,815 | $2,815 |
| BDX 47 | P | 2022-11-25 | 2025-11-06 | $8,321 | $11,196 | -$2,875 | -$2,875 |
| RELX 974 | P | 2023-10-18 | 2025-11-24 | $39,216 | $34,499 | $4,717 | $4,717 |
| CENTENE CORP 420 | P | 2020-09-02 | 2026-03-25 | $42,000 | $44,246 | -$2,246 | -$2,246 |
| DOMINION ENERGY 600 | P | 2024-12-18 | 2026-04-15 | $60,000 | $57,446 | $2,554 | $2,554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,561 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$22,021 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $939 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $939 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $939 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | 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 | $1,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $301 | OverpaymentAmt |
| Applied To ES Tax | $301 | 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 | $3,150 | $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 2025-26 FISCAL YEAR INCLUDED FUNDING TO THE AMERICAN FRIENDS OF MAGEN DAVID ADOM TO PROVIDE SWIFT EMERGENCY MEDICAL CARE FOR THOSE SUFFERING FROM SERIOUS MEDICAL CONDITIONS. IN ADDITION, TO FUNDING EMERGENCY BLOOD SUPPLIES IT FUNDED DEFIBRILLATORS ON SHORT- AND LONG-DISTANCE TRAINS SO THAT THEY ARE AVAILABLE ON PUBLIC TRANSPORTATION TO TREAT EMERGENCIES. | Description1Txt |
| Expenses1 | $326,432 | Expenses1Amt |
| Description2 | THE WEINER NUSIM FOUNDATION CONTINUED TO FUND SCHOLARSHIPS FOR WOMEN STUDYING IN MASTER'S DEGREE PROGRAMS IN BUSINESS WHO COULD NOT AFFORD TUITION FOR THEIR STUDIES. | Description2Txt |
| Expenses2 | $15,056 | Expenses2Amt |
| Description3 | OTHER ACTIVITIES INCLUDED CONTINUED SUPPORT FOR EDUCATIONAL ACTIVITIES FOR THE ART DECO SOCIETY OF NEW YORK. | Description3Txt |
| Expenses3 | $24,932 | 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 | $2,149,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,243,902 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,243,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,210,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,512 | 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 | $375,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $375,514 | 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 | $66,255 | CurrentYearAmt |
| Year1 | $63,627 | Year1Amt |
| Year2 | $60,146 | Year2Amt |
| Year3 | $61,147 | Year3Amt |
| Total | $251,175 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $56,317 | CurrentYearAmt |
| Year1 | $54,083 | Year1Amt |
| Year2 | $51,124 | Year2Amt |
| Year3 | $51,975 | Year3Amt |
| Total | $213,499 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $375,514 | CurrentYearAmt |
| Year1 | $248,731 | Year1Amt |
| Year2 | $314,511 | Year2Amt |
| Year3 | $119,847 | Year3Amt |
| Total | $1,058,603 | 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 | $375,514 | CurrentYearAmt |
| Year1 | $248,731 | Year1Amt |
| Year2 | $314,511 | Year2Amt |
| Year3 | $119,847 | Year3Amt |
| Total | $1,058,603 | 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 | $73,675 | CurrentYearAmt |
| Year1 | $65,729 | Year1Amt |
| Year2 | $60,378 | Year2Amt |
| Year3 | $60,106 | Year3Amt |
| Total | $259,888 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFMDA | ||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | NC | GENERAL | $326,000 |
| AFTAU | ||||||
| 8 W 40TH ST | NEW YORK | NY | 10018 | NC | SCHOLARSHIPS | $15,000 |
| AMERICAN ASSOC OF MUSEUMS | ||||||
| 2451 CRYSTAL DR | ARLINGTON | VA | 22202 | NC | GENERAL | $115 |
| CANINE COMPANIONS | ||||||
| 286 MIDDLE ISLAND RD | MEDFORD | NY | 11763 | NC | GENERAL | $500 |
| CENTRAL SYNAGOGUE | ||||||
| 652 LEXINGTON AVE | NEW YORK | NY | 10022 | NC | GENERAL | $1,950 |
| CITY HARVEST | ||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NC | GENERAL | $500 |
| FEEDING AMERICA | ||||||
| 161 N CLARK ST | CHICAGO | IL | 60601 | NC | GENERAL | $500 |
| FRIENDS OF WH AMBULANCE | ||||||
| 3 HAZELWOOD AVE | WEST HAMPTON BEACH | NY | 11977 | NC | GENERAL | $100 |
| HILDRETH MEIER INT'L | ||||||
| 80 ALPINE ST | STAMFORD | CT | 06905 | NC | GENERAL | $100 |
| MCF AWARE CT | ||||||
| 225 W 39TH ST | NEW YORK | NY | 10018 | NC | GENERAL | $250 |
| NY PUBLIC LIBRARY | ||||||
| 222 E 79TH ST | NEW YORK | NY | 10075 | NC | GENERAL | $500 |
| SACRED HEART | ||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | NC | GENERAL | $150 |
| WEST HAMPTON FREE LIBRARY | ||||||
| 7 LIBRARY AVE | WEST HAMPTON BEACH | NY | 11978 | NC | GENERAL | $500 |
| WLIW PUBLIC TELEVISION | ||||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | NC | GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $346,265 | 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 | $32,122 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $34,133 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,561 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,255 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,561 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,816 | 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 | $555,589 | 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 | $1,650 | 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 | $1,852,955 | EOYBookValueAmt |
| EOYFMV | $2,419,874 | 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 | $437,045 | BookValueAmt |
| EOYFMV | $459,250 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| EOY Book Value | $301 | EOYBookValueAmt |
| EOYFMV | $301 | EOYFMVAmt |
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 | $622 | $0 | $0 | $622 |
| FOOD | $940 | $0 | $0 | $940 |
| UTILITIES | $3,052 | $0 | $0 | $3,052 |
| DUES & SUBSCRIPTIONS | $1,143 | $0 | $0 | $0 |
| BANK CHARGES | $112 | $0 | $0 | $112 |
| CONSULTING | $10,100 | $0 | $0 | $6,200 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $81 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $14,229 | Amt |
| Net Investment Income | $14,229 | 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 | $939 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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