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ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY (EIN 43-6048614)
Tax period
2022-12-01 to 2023-11-30
Filed
2024-02-28
IRS object ID
202400599349100625
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-28T18:15:32-06:00ReturnTs
Tax Period End2023-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431870213PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILHELM & WILHELM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17777 BONHOMME AVE 2001AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631051946ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436048614EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIC P NEWMAN NUMISMATIC EDUCATIONBusinessNameLine1Txt
Business Name Line2SOCIETYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlERICBusinessNameControlTxt
Phone3147276400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 50376AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631055376ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW E NEWMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3147276400PhoneNum
Signature2024-02-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREWPersonFirstNm
Person LastNEWMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN R WILHELMPreparerPersonNm
PTINP01214093PTIN
Phone3147271155PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,394,064FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$38,054DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,054DividendsNetInvstIncmAmt
Dividends Adj Net Incm$38,054DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$91,874NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$440,697GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,806CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$129,978TotalRevAndExpnssAmt
Total Net Invst Incm$128,860TotalNetInvstIncmAmt
Total Adj Net Incm$38,054TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$792LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$792LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$792LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,100AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,839OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,839OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$3,839OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,219TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$5,061OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,061OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$5,061OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$78,788OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$589OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$589OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$78,199OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$103,899TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,381TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$11,381TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$90,199TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$330,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$330,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$433,899TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,381TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$11,381TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$420,199TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$303,921ExcessRevenueOverExpensesAmt
Net Investment Income$117,479NetInvestmentIncomeAmt
Adjusted Net Income$26,673AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$299,672CashBOYAmt
Cash EOY$138,866CashEOYAmt
Cash EOYFMV$138,866CashEOYFMVAmt
Inventories BOY$930InventoriesBOYAmt
Inventories EOY$930InventoriesEOYAmt
Inventories EOYFMV$930InventoriesEOYFMVAmt
Prepaid Expenses EOY$4,200PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,200PrepaidExpensesEOYFMVAmt
Other Investments BOY$1,001,493OtherInvestmentsBOYAmt
Other Investments EOY$854,310OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,189,004OtherInvestmentsEOYFMVAmt
Other Assets BOY$61,196OtherAssetsBOYAmt
Other Assets EOY$61,064OtherAssetsEOYAmt
Other Assets EOYFMV$61,064OtherAssetsEOYFMVAmt
Total Assets BOY$1,363,291TotalAssetsBOYAmt
Total Assets EOY$1,059,370TotalAssetsEOYAmt
Total Assets EOYFMV$1,394,064TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$10,702,960CapitalStockBOYAmt
Capital Stock EOY$10,702,960CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$9,339,669RetainedEarningBOYAmt
Retained Earning EOY-$9,643,590RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,363,291TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,059,370TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,363,291TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,059,370TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,363,291TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$303,921ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,059,370SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,059,370TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
F & G ANNUITIES AND LIFE INCP2022-12-012022-12-01$3$3$0$0
ASSURANCE INCP2022-06-142022-12-07$9,948$13,545-$3,597-$3,597
F & G ANNUITIES AND LIFE INCP2022-12-012022-12-07$482$481$1$1
MEDTRONICS PLCP2020-07-172022-12-07$8,874$11,099-$2,225-$2,225
EASTMAN CHEMICAL COP2017-06-202023-01-04$9,861$9,821$40$40
SYSCO CORPP2020-06-052023-01-04$8,769$7,222$1,547$1,547
NORTHROP GRUMMAN CORPP2021-05-052023-01-11$12,412$9,221$3,191$3,191
GENERAL MILLS INCP2019-01-222023-01-23$13,595$7,556$6,039$6,039
FIDELITY NATL FINLP2019-04-262023-03-01$14,327$14,934-$607-$607
REGIONS FINL COP2020-05-282023-03-13$11,512$7,093$4,419$4,419
ACCENTURE PLCP2022-10-042023-04-10$2,791$2,739$52$52
BLACKSTONE INCP2023-03-012023-04-10$815$901-$86-$86
CARLYLE GROUP INCP2022-08-032023-04-10$439$579-$140-$140
GARMIN LTDP2023-02-022023-04-10$976$1,027-$51-$51
TRACTOR SUPPLY COMPP2022-11-072023-04-10$5,981$5,085$896$896
PRINCIPAL FINANCIALP2016-05-232023-04-05$7,190$4,326$2,864$2,864
ABBVIE INCP2020-01-032023-04-10$804$445$359$359
BRISTOL-MYERS SQUIBBP2017-06-232023-04-10$1,056$852$204$204
COMCAST CORPP2018-12-062023-04-10$381$375$6$6
EATON CORPP2014-09-022023-04-10$1,568$594$974$974
EMERSON ELECTRIC COP2016-05-232023-04-10$1,260$763$497$497
JP MORGAN CHASE & COP2013-04-102023-04-10$1,915$740$1,175$1,175
MICROSOFT CORPP2013-09-042023-04-10$2,881$313$2,568$2,568
MORGAN STANLEYP2020-02-112023-04-10$1,258$838$420$420
ORACLE CORPP2019-05-152023-04-10$1,410$819$591$591
PEPSICO INCP2016-05-232023-04-10$1,834$1,006$828$828
PRINCIPAL FINANCIALP2016-05-232023-04-10$1,108$649$459$459
TARGET CORPP2018-02-062023-05-22$10,602$5,012$5,590$5,590
ACCENTURE PLCP2023-06-062023-06-13$4,727$4,595$132$132
AIR PROD & CHEMICALSP2023-03-142023-06-13$4,214$4,273-$59-$59
CARLYLE GROUP INCP2022-08-032023-06-13$4,294$5,407-$1,113-$1,113
CHEVRON CORPP2022-08-252023-06-13$6,380$6,560-$180-$180
FERGUSON PLCP2023-01-042023-06-13$5,149$4,620$529$529
GARMIN LTDP2023-05-222023-06-13$4,278$4,204$74$74
GILEAD SCIENCES INCP2023-03-142023-06-13$4,279$4,325-$46-$46
HOULIHAN LOKEY INCP2022-12-162023-06-13$3,210$3,209$1$1
NEXTERA ENERGY INCP2023-04-052023-06-13$4,816$5,089-$273-$273
TEXAS INSTRUMENTSP2022-12-072023-06-13$3,534$3,478$56$56
TRACTOR SUPPLY COMPP2022-11-072023-06-13$3,313$3,051$262$262
COMCAST CORPP2018-12-062023-06-06$14,326$13,488$838$838
ABBVIE INCP2020-01-032023-06-13$4,151$2,669$1,482$1,482
AMERIPRISE FINLP2021-09-142023-06-13$3,153$2,681$472$472
AUTO DATA PROCESSING ADPP2020-11-162023-06-13$5,483$4,405$1,078$1,078
BLACKROCK INCP2020-04-212023-06-13$5,531$3,789$1,742$1,742
BOOZ ALLEN HAMILTONP2022-05-242023-06-13$5,745$4,593$1,152$1,152
BRISTOL-MYERS SQUIBBP2017-06-232023-06-13$2,906$2,556$350$350
CROWN CASTLE INCP2019-02-052023-06-13$2,862$2,826$36$36
EATON CORPP2014-09-022023-06-13$5,721$1,782$3,939$3,939
EMERSON ELECTRIC COP2016-05-232023-06-13$3,411$2,035$1,376$1,376
JP MORGAN CHASE & COP2013-04-102023-06-13$6,380$2,220$4,160$4,160
LIFE STORAGE INCP2018-07-022023-06-13$4,448$2,243$2,205$2,205
MICROSOFT CORPP2013-09-042023-06-13$1,680$156$1,524$1,524
MORGAN STANLEYP2020-02-112023-06-13$3,997$2,514$1,483$1,483
NORTHROP GRUMMAN CORPP2021-05-052023-06-13$2,251$1,844$407$407
NORTHROP GRUMMAN CORPP2021-09-142023-06-13$1,351$1,056$295$295
ORACLE CORPP2019-05-152023-06-13$3,664$1,639$2,025$2,025
PEPSICO INCP2016-05-232023-06-13$3,637$2,011$1,626$1,626
PRINCIPAL FINANCIALP2016-05-232023-06-13$1,818$1,082$736$736
PROCTER & GAMBLEP2012-10-172023-06-13$2,185$1,038$1,147$1,147
UNITEDHEALTH GRP INCP2021-10-212023-06-13$4,934$4,366$568$568
CROWN CASTLE INCP2019-02-052023-07-21$4,835$5,087-$252-$252
ACCENTURE PLCP2022-10-042023-07-31$1,581$1,370$211$211
ACCENTURE PLCP2023-06-062023-07-31$1,581$1,532$49$49
BLACKSTONE INCP2023-03-012023-07-31$6,272$5,408$864$864
CARLYLE GROUP INCP2022-08-032023-07-31$1,777$1,931-$154-$154
CHEVRON CORPP2022-08-252023-07-31$2,454$2,460-$6-$6
FERGUSON PLCP2023-01-042023-07-31$804$660$144$144
GARMIN LTDP2023-05-222023-07-31$528$526$2$2
GILEAD SCIENCES INCP2023-03-142023-07-31$1,676$1,730-$54-$54
HOME DEPOT INCP2023-01-112023-07-31$4,985$4,864$121$121
HOULIHAN LOKEY INCP2022-12-162023-07-31$1,495$1,375$120$120
NEXTERA ENERGY INCP2023-04-052023-07-31$732$783-$51-$51
TEXAS INSTRUMENTSP2022-12-072023-07-31$1,797$1,739$58$58
TRACTOR SUPPLY COMPP2022-11-072023-07-31$2,234$2,034$200$200
ABBVIE INCP2020-01-032023-07-31$745$445$300$300
AIR PROD & CHEMICALSP2019-03-142023-07-31$1,525$924$601$601
AMERIPRISE FINLP2021-09-142023-07-31$1,735$1,340$395$395
AUTO DATA PROCESSING ADPP2020-11-162023-07-31$1,236$881$355$355
BLACKROCK INCP2020-04-212023-07-31$737$474$263$263
BOOZ ALLEN HAMILTONP2022-05-242023-07-31$1,207$835$372$372
BRISTOL-MYERS SQUIBBP2017-06-232023-07-31$1,242$1,136$106$106
EATON CORPP2014-09-022023-07-31$2,457$713$1,744$1,744
EMERSON ELECTRIC COP2016-05-232023-07-31$456$254$202$202
EXTRA SPACE STORAGEP2018-07-022023-07-31$698$358$340$340
GILEAD SCIENCES INCP2017-07-282023-07-31$229$227$2$2
JP MORGAN CHASE & COP2013-04-102023-07-31$1,573$493$1,080$1,080
MICROSOFT CORPP2013-09-042023-07-31$2,679$250$2,429$2,429
MORGAN STANLEYP2020-02-112023-07-31$912$559$353$353
NORTHROP GRUMMAN CORPP2021-09-142023-07-31$888$704$184$184
PEPSICO INCP2016-05-232023-07-31$938$503$435$435
PIONEER NATURAL RESP2022-04-122023-07-31$5,663$6,351-$688-$688
PIONEER NATURAL RESP2022-06-142023-07-31$2,265$2,648-$383-$383
PRINCIPAL FINANCIALP2016-05-232023-07-31$794$433$361$361
PROCTER & GAMBLEP2012-10-172023-07-31$778$346$432$432
BRISTOL-MYERS SQUIBBP2017-06-232023-08-03$9,159$8,520$639$639
UNITEDHEALTH GRP INCP2023-07-212023-09-13$1,927$2,031-$104-$104
NORTHROP GRUMMAN CORPP2021-09-142023-09-13$6,418$5,281$1,137$1,137
PRINCIPAL FINANCIALP2016-05-232023-09-13$8,721$4,975$3,746$3,746
EATON CORPP2023-10-11$7,742$2,198$5,544$5,544
ISHARES CORE MSCI EMERGING ETFP2016-08-262023-06-12$1,042$949$93$93
ISHARES CORE MSCI EAFE ETFP2020-05-152023-06-12$14,023$10,775$3,248$3,248
OAKMARK INTL SMALL CAP INSTLP2016-05-272023-06-12$7,000$5,532$1,468$1,468
TWEEDY, BROWNE INTL VALUE FUNDP2023-06-12$11,000$9,996$1,004$1,004
VANGUARD SMALL CAL VALUE INDEXP2020-05-152023-06-12$5,000$2,855$2,145$2,145
DELAWARE IVY MID CAP GROWTHP2020-05-152023-07-31$4,000$3,717$283$283
ISHARES CORE MSCI EMERGING ETFP2016-08-262023-07-31$2,039$1,762$277$277
ISHARES CORE MSCI EAFE ETFP2020-05-152023-07-31$4,038$2,990$1,048$1,048
JPMORGAN MID CAP VALUEP2019-01-302023-07-31$2,000$1,957$43$43
OAKMARK INTL SMALL CAP INSTLP2016-05-272023-07-31$2,000$1,493$507$507
TWEEDY, BROWNE INTL VALUE FUNDP2016-05-272023-07-31$3,000$2,621$379$379
VANGUARD MID CAP INDEX ADMIRALP2020-05-152023-07-31$4,000$2,590$1,410$1,410
VANGUARD SMALL CAP GROWTH INDEXP2020-05-152023-07-31$5,000$3,715$1,285$1,285
VANGUARD SMALL CAP VALUE INDEX ADMIRALP2020-05-152023-07-31$5,000$2,661$2,339$2,339
WCM FOCUSED INTL GROWTHP2020-09-032023-07-31$3,000$2,858$142$142
FieldValueIRS element (for citing)
Capital Gain Net Income$90,806CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,142NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,633InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,633SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,633TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,567OverpaymentAmt
Applied To ES Tax$2,567AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressEPNNES.ORGWebsiteAddressTxt
Individual With BooksANDREW E NEWMANIndividualWithBooksNm
Phone3147276400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 50376AddressLine1Txt
CityCLAYTONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREW E NEWMAN
PO BOX 50376CLAYTONMO63105DIRECTOR4.00$0$0$0
LINDA N SCHAPIRO
PO BOX 50376CLAYTONMO63105DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DEVELOP AND MAINTAIN A DIGITAL ENCYCLOPEDIA AND LIBRARY OF NUMISMATIC MATERIAL AND AN ELECTRONIC PORTAL TO PROVIDE ACCESS TO THESE ITEMS.Description1Txt
Expenses1$28,000Expenses1Amt
Description2PRESENTATION AND DISTRIBUTION OF NUMISMATIC KNOWLEDGE AND INFORMATION THROUGH SYMPOSIUMSDescription2Txt
Expenses2$55,474Expenses2Amt
Description3HELPING OTHERS DO RESEARCH, STUDY AND PUBLISH ON NUMISMATICS AS WELL AS FURNISHING INFORMATION ON NUMISMATICS TO THOSE REQUESTING IT.Description3Txt
Expenses3$6,725Expenses3Amt
Description4RESEARCH AND WRITING BOOKS AND ARTICLES ON THE SUBJECT OF NUMISMATICSDescription4Txt
Expenses4$0Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,281,197AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,834AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,434,031TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,434,031AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,510CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,412,521NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,626MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$420,199ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$420,199QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1985-06-13PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$26,673CurrentYearAmt
Year1$48,631Year1Amt
Year2$39,062Year2Amt
Year3$80,262Year3Amt
Total$194,628TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$22,672CurrentYearAmt
Year1$41,336Year1Amt
Year2$33,203Year2Amt
Year3$68,223Year3Amt
Total$165,434TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$420,199CurrentYearAmt
Year1$442,023Year1Amt
Year2$507,307Year2Amt
Year3$372,314Year3Amt
Total$1,741,843TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$420,199CurrentYearAmt
Year1$442,023Year1Amt
Year2$507,307Year2Amt
Year3$372,314Year3Amt
Total$1,741,843TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$47,084CurrentYearAmt
Year1$61,095Year1Amt
Year2$75,729Year2Amt
Year3$131,753Year3Amt
Total$315,661TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANDREW E NEWMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 50376AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3147276400RecipientPhoneNum
Recipient Email AddressNEWANDYMAN@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsOPTIONAL WITH APPLICANTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN NUMISMATIC SOCIETY
75 VARICK ST 11TH FLOORNEW YORKNY10013NONENUMISMATIC SOCIETYANNUAL CONTRIBUTION$10,000
WASHINGTON UNIVERSITY
1 BROOKINGS DRST LOUISMO63130NONE501(C)(3)ANNUAL CONTRIBUTION$320,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$330,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,054ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion05ExclusionCd
Exclusion$91,874ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$129,928ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,928TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,200Amt
Net Investment Income$1,100NetInvestmentIncomeAmt
Adjusted Net Income$1,100AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetWORLD BANKNOTES SOLDAssetDesc
How AcquiredDONATEDHowAcquiredTxt
Gross Sales Price$1,200GrossSalesPriceAmt
Basis$132BasisAmt
Basis MethodCOSTBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net$1,068TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSECURITIES AND OTHER HOLDINGS - CHARLES SCHWABCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$854,310BookValueAmt
EOYFMV$1,189,004EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$792LegalFeesAmt
Net Investment Income$792NetInvestmentIncomeAmt
Adjusted Net Income$792AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNUMISMATIC AND OTHER COLLECTIONSDesc
BOY Book Value$61,196BOYBookValueAmt
EOY Book Value$61,064EOYBookValueAmt
EOYFMV$61,064EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RESEARCH GRANTS/INTERNS$6,725$0$0$6,725
MANAGEMENT/MARKETING$55,474$0$0$55,474
OFFICE EXPENSES$589$589$589$0
CATALOGUING SERVICES$16,000$0$0$16,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECURITIES MANAGEMENT FEES$3,839$3,839$3,839$0
CURATORIAL SERVICES$12,000$0$0$12,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,219Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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