HARRY & MARY NEUMAN FOUNDATION TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARRY & MARY NEUMAN FOUNDATION TRUST (EIN 43-6437154)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-09
- IRS object ID
- 202420409349100502
- Schema version
- 2023v4.0
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-09T08:06:44-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431215065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABELES AND HOFFMAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9666 OLIVE BLVD SUITE 625 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436437154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY & MARY NEUMAN FOUNDATION TRUST | BusinessNameLine1Txt |
| Business Name Line2 | DTD 12/29/1992 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 3148622032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO JEFF NEUMAN 1214 5TH AVENUE 4 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY NEUMAN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 3148622032 | PhoneNum |
| Signature | 2024-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | NEUMAN | 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 | STUART Z HOFFMAN CPAABV | PreparerPersonNm |
| PTIN | P00014058 | PTIN |
| Phone | 3149914770 | PhoneNum |
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 | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Final Return | Yes (X) | FinalReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,590 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,314 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,904 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $4,992 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,496 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,496 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,496 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,496 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,816 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,816 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,828 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,496 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $197,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,408 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,702 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl BOY | $135 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $132,466 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $137,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,326 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $12,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $124,977 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $137,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $59 | SubtotalAmt |
| Other Decreases | $59 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $203,944 | $132,410 | $71,534 | $71,534 | |
| CAPITAL GAINS DIVIDENDS | $1,780 | $1,780 | $1,780 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,314 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,020 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,020 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,023 | 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 | $1,023 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $2 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY NEUMAN | IndividualWithBooksNm |
| Phone | 3148622032 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1214 5TH AVE APT 42E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10029 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY NEUMAN | ||||||||
| 1214 5TH AVE APT 42E | NEW YORK | NY | 10029 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| FAYE NEUMAN | ||||||||
| 232 N KINGSHIGHWAY BLVD APT 1106 | ST LOUIS | MO | 63108 | CO-TRUSTEE | 0.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $102,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,218 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $105,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,182 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,182 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,020 | TotalTaxAmt |
| Distributable Before Adj | $4,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,162 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $197,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $197,312 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $74,631 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,142 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,816 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $16,189 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,778 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $197,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $193,150 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $292,928 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $74,631 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $218,297 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,142 | ExcessFromYear4Amt |
| Excess From Year3 | $3,816 | ExcessFromYear3Amt |
| Excess From Year1 | $16,189 | ExcessFromYear1Amt |
| Excess From Current Year | $193,150 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| H F EPSTEIN HEBREW ACADEMY | |||||||||
| 8645 OLD BONHOMME ROAD | ST LOUIS | MO | 63132 | NONE | GIFT | $5,000 | |||
| JEWISH FEDERATION OF ST LOUIS | |||||||||
| 12 MILLSTONE CAMPUS | ST LOUIS | MO | 631465776 | NONE | GIFT | $10,000 | |||
| HERITAGE RUSSIAN JEWISH CONGREGATION | |||||||||
| 2941 W TOUHY AVE | CHICAGO | IL | 60645 | NONE | GIFT | $1,000 | |||
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||||
| 12 MILLSTONE CAMPUS | ST LOUIS | MO | 63146 | NONE | GIFT | $10,000 | |||
| CROWN CENTER FOR SENIOR LIVING | |||||||||
| 8350 DELCREST DRIVE | ST LOUIS | MO | 63124 | NONE | GIFT | $10,000 | |||
| CHABAD OF GREATER ST LOUIS | |||||||||
| 8124 DELMAR BLVD | ST LOUIS | MO | 63130 | NONE | GIFT | $10,000 | |||
| ST LOUIS SYMPHONY ORCHESTRA | |||||||||
| 718 NORTH GRAND BLVD | ST LOUIS | MO | 63103 | NONE | GIFT | $10,000 | |||
| MEMORY CARE HOME SOLUTIONS | |||||||||
| 4389 WEST PINE BLVD | ST LOUIS | MO | 63108 | NONE | GIFT | $10,000 | |||
| FOREST PARK FOREVER | |||||||||
| 5595 GRAND DRIVE | ST LOUIS | MO | 63112 | NONE | GIFT | $10,000 | |||
| HILLEL AT WASHINGTON UNIVERSITY | |||||||||
| 6300 FORSYTH BLVD | ST LOUIS | MO | 63105 | NONE | GIFT | $10,000 | |||
| WASHINGTON UNIVERSITY LAW SCHOOL | |||||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | NONE | GIFT | $10,000 | |||
| CHIVERIM OF CHICAGO | |||||||||
| 6557 LINCOLN AVE | LINCOLNWOOD | IL | 60712 | NONE | GIFT | $600 | |||
| JEWISH NEIGHBORHOOD DEVELOPMENT COUNCIL | |||||||||
| 8233 CENTRAL PARK AVE | SKOKIE | IL | 60076 | NONE | GIFT | $1,800 | |||
| PARK PLAZA RETIREMENT CENTER | |||||||||
| 6840 N SACRAMENTO AVE | CHICAGO | IL | 60645 | NONE | GIFT | $1,800 | |||
| THE CHICAGO CENTER | |||||||||
| 6557 LINCOLN AVE | LINCOLNWOOD | IL | 60712 | NONE | GIFT | $1,800 | |||
| CENTRAL AVENUE SYNAGOGUE | |||||||||
| 874 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | NONE | GIFT | $1,800 | |||
| CHICAGO MITZVAH CAMPAIGN | |||||||||
| 2757 WEST PRATT BLVD | CHICAGO | IL | 60645 | NONE | GIFT | $1,800 | |||
| LEKET ISRAEL | |||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | NONE | GIFT | $1,000 | |||
| WISDOM OF TORAH | |||||||||
| 3818 OAKTON ST STE 200 | SKOKIE | IL | 60076 | NONE | GIFT | $1,800 | |||
| KOMIMIYUS | |||||||||
| 6247 N SACREMENTO STREET | CHICAGO | IL | 60659 | NONE | GIFT | $1,800 | |||
| YAD YISROEL | |||||||||
| 1070 38TH STREET | BROOKLYN | NY | 11219 | NONE | GIFT | $1,800 | |||
| IDA CROWN JEWISH ACADEMY | |||||||||
| 8233 CENTRAL PARK AVE | SKOKIE | IL | 60076 | NONE | GIFT | $5,000 | |||
| GANN ACADEMY | |||||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | NONE | GIFT | $5,000 | |||
| MAIMONIDES SCHOOL | |||||||||
| 34 PHILBRICK RD | BROOKLINE | MA | 02445 | NONE | GIFT | $5,000 | |||
| CONGREGATION KINS | |||||||||
| 2800 WEST NORTH SHORE AVENUE | CHICAGO | IL | 60645 | NONE | GIFT | $10,000 | |||
| CONGREGATION SHAAREI TEFILLAH | |||||||||
| 35 MORSELAND AVE | NEWTON CENTER | MA | 02459 | NONE | GIFT | $18,000 | |||
| CHICAGO JEWISH DAY SCHOOL | |||||||||
| 3730 N CALIFORNIA AVE | CHICAGO | IL | 60618 | NONE | GIFT | $25,000 | |||
| ADAS YESHURUN | |||||||||
| 3050 WEST TOUHY | CHICAGO | IL | 60645 | NONE | GIFT | $600 | |||
| YOUNG ISRAEL OF ST LOUIS | |||||||||
| 8101 DELMAR BLVD | ST LOUIS | MO | 63130 | NONE | GIFT | $600 | |||
| YAHALOM CHICAGO AGUDATH | |||||||||
| 42 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | GIFT | $600 | |||
| MAOT CHITIM OF GREATER CHICAGO | |||||||||
| 3710 COMMERCIAL AVE 7 | NORTHBROOK | IL | 60062 | NONE | GIFT | $600 | |||
| TZOHAR ISRAEL FOUNDATION | |||||||||
| NONE | GIFT | $563 | 9 HAMELACHA STREET | LOD 7152015 | IS | ||||
| JEWISH COMMUNITY CENTER | |||||||||
| 2 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | GIFT | $2,469 | |||
| APA ADOPTION CENTER (BRENTWOOD) | |||||||||
| 1705 SOUTH HANLEY RD | ST LOUIS | MO | 63144 | NONE | GIFT | $2,469 | |||
| KOL RINAH | |||||||||
| 7701 MARYLAND AVE | ST LOUIS | MO | 63105 | NONE | GIFT | $2,469 | |||
| FRIENDS OF ISRAEL GOSPEL MINISTRY | |||||||||
| PO BOX 908 | BELLMAWR | NJ | 08099 | NONE | GIFT | $1,112 | |||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | GIFT | $1,112 | |||
| FRIENDS OF UNITED HATZALAH INC | |||||||||
| 442 5TH AVENUE SUITE 1866 | NEW YORK | NY | 10018 | NONE | GIFT | $1,111 | |||
| STAND WITH US | |||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | GIFT | $1,111 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,816 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,596 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,910 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,910 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,992 | Amt |
| Net Investment Income | $2,496 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,496 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANFORD S NEUMAN TRUST UA DTD 2252000 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1214 5TH AVENUE APT 42E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | REMAINING CASH OF $.24 DISTRIBUTED TO RECIPIENT ON 12/29/2023 TO CLOSE ACCOUNT. | ShortExplanationTxt |
| Dissolution | $0 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING 2023, ALL SECURITIES WERE SOLD. ALL SALES PROCEEDS AND REMAINING CASH WAS USED TO PAY EXPENSES AND DISTRIBUTED TO VARIOUS CHARITABLE ORGANIZATIONS AS REPORTED IN PART XIV. THE ACCOUNT WAS CLOSED ON DECEMBER 29, 2023 AFTER THE LAST PAYMENT WAS TRANSFERRED OUT OF THE ACCOUNT. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CORPORATE STOCK BASIS ADJUSTMENT | $56 |
| PENALTY | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U S TREASURY | CategoryTxt |
| Amt | $1,020 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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