ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY (EIN 43-6048614)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-03-31
- IRS object ID
- 202510909349100526
- Schema version
- 2023v6.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-31T19:50:57-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431870213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILHELM & WILHELM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 BONHOMME AVE 2001 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631051946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436048614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC P NEWMAN NUMISMATIC EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | SOCIETY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 3147276400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50376 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631055376 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW E NEWMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3147276400 | PhoneNum |
| Signature | 2025-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN R WILHELM | PreparerPersonNm |
| PTIN | P01214093 | PTIN |
| Phone | 3147271155 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,459,818 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,899 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,899 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $241,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $481,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,563 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $269,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,462 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,899 | 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 | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,100 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,558 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,558 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,558 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,633 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,555 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,555 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $1,555 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,594 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $614 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $614 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,980 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,827 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,827 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $396,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,635 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,072 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,866 | CashBOYAmt |
| Cash EOY | $171,213 | CashEOYAmt |
| Cash EOYFMV | $171,213 | CashEOYFMVAmt |
| Inventories BOY | $930 | InventoriesBOYAmt |
| Inventories EOY | $930 | InventoriesEOYAmt |
| Inventories EOYFMV | $930 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $4,200 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,567 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,567 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $854,310 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $707,173 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,244,686 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $61,064 | OtherAssetsBOYAmt |
| Other Assets EOY | $40,422 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,422 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,059,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $922,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,459,818 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,702,960 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,702,960 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$9,643,590 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$9,780,655 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,059,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $922,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,059,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $922,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,059,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $922,305 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $922,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 115 SHS NEXTERA ENERGY INC | P | 2023-12-12 | $6,833 | $9,003 | -$2,170 | -$2,170 |
| 130 SHS EMERSON ELECTRIC CO | P | 2024-01-05 | $12,314 | $6,616 | $5,698 | $5,698 |
| 122 SHS GILEAD SCIENCES INC | P | 2024-01-05 | $10,177 | $9,249 | $928 | $928 |
| 42 SHS AIR PROD & CHEMICALS | P | 2024-01-12 | $135 | -$135 | -$135 | |
| 42 SHS AIR PROD & CHEMICALS | P | 2024-01-12 | $11,158 | $8,327 | $2,831 | $2,831 |
| 108 SHS SELECT SECTOR UTI SELECT SPDR ETF | P | 2024-01-16 | $6,811 | $6,825 | -$14 | -$14 |
| 23 SHS ABBVIE INC | P | 2024-01-19 | $3,720 | $2,046 | $1,674 | $1,674 |
| 11 SHS ACCENTURE FINL | P | 2024-01-19 | $3,890 | $3,013 | $877 | $877 |
| 8 SHS AMERIPRISE FINL | P | 2024-01-19 | $2,973 | $2,145 | $828 | $828 |
| 17 SHS AUTO DATA PROCESSING | P | 2024-01-19 | $3,996 | $2,996 | $1,000 | $1,000 |
| 5 SHS BLACKROCK INC | P | 2024-01-19 | $3,924 | $3,322 | $602 | $602 |
| 31 SHS BLACKSTONE INC | P | 2024-01-19 | $3,618 | $2,794 | $824 | $824 |
| 32 SHS BOOZ ALLEN HAMILTON | P | 2024-01-19 | $4,053 | $2,672 | $1,381 | $1,381 |
| 18 SHS CHEVRON CORP | P | 2024-01-19 | $2,577 | $1,800 | $777 | $777 |
| 18 SHS EATON CORP | P | 2024-01-19 | $4,260 | $1,070 | $3,190 | $3,190 |
| 18 SHS EXTRA SPACE STORAGE REIT | P | 2024-01-19 | $2,663 | $1,289 | $1,374 | $1,374 |
| 23 SHS FERGUSON PLC | P | 2024-01-19 | $4,245 | $3,036 | $1,209 | $1,209 |
| 36 SHS GARMIN LTD | P | 2024-01-19 | $4,432 | $3,713 | $719 | $719 |
| 14 SHS HOME DEPOT | P | 2024-01-19 | $4,979 | $4,540 | $439 | $439 |
| 36 SHS HOULIHAN LOKEY INC | P | 2024-01-19 | $4,198 | $3,301 | $897 | $897 |
| 36 SHS JP MORGAN CHASE & CO | P | 2024-01-19 | $6,003 | $1,776 | $4,227 | $4,227 |
| 12 SHS MICROSOFT CORP | P | 2024-01-19 | $4,665 | $375 | $4,290 | $4,290 |
| 31 SHS MORGAN STANLEY | P | 2024-01-19 | $2,617 | $1,733 | $884 | $884 |
| 30 SHS ORACLE CORP | P | 2024-01-19 | $3,184 | $1,639 | $1,545 | $1,545 |
| 18 SHS PEPSICO | P | 2024-01-19 | $2,994 | $1,810 | $1,184 | $1,184 |
| 16 SHS PIONEER NATURAL RES | P | 2024-01-19 | $3,471 | $4,065 | -$594 | -$594 |
| 14 SHS PROCTOR & GAMBLE | P | 2024-01-19 | $2,096 | $969 | $1,127 | $1,127 |
| 21 SHS REPUBLIC SERVICES | P | 2024-01-19 | $3,493 | $3,133 | $360 | $360 |
| 17 SHS TEXAS INSTRUMENTS | P | 2024-01-19 | $2,757 | $2,957 | -$200 | -$200 |
| 7 SHS THERMO FISHER SCNTFC | P | 2024-01-19 | $3,772 | $3,844 | -$72 | -$72 |
| 20 SHS THOMSON REUTERS CORP | P | 2024-01-19 | $2,954 | $2,505 | $449 | $449 |
| 12 SHS TRACTOR SUPPLY COMP | P | 2024-01-19 | $2,720 | $2,385 | $335 | $335 |
| 10 SHS UNITED HEALTH GRP INC | P | 2024-01-19 | $5,242 | $4,367 | $875 | $875 |
| 109 SHS MORGAN STANLEY | P | 2024-02-28 | $9,414 | $6,090 | $3,324 | $3,324 |
| 24 SHS ABBVIE INC | P | 2024-04-11 | $4,057 | $2,136 | $1,921 | $1,921 |
| 9 SHS AMGEN INC | P | 2024-04-19 | $2,408 | $2,709 | -$301 | -$301 |
| 90 SHS CARLYLE GROUP INC | P | 2024-04-19 | $4,072 | $3,476 | $596 | $596 |
| 5 SHS POOL CORP | P | 2024-04-19 | $1,855 | $1,903 | -$48 | -$48 |
| 20 SHS T F I INTERNATIONAL INC | P | 2024-04-19 | $2,921 | $2,644 | $277 | $277 |
| 48 SHS ABBVIE INC | P | 2024-07-02 | $8,303 | $4,271 | $4,032 | $4,032 |
| 19 SHS POOL CORP | P | 2024-08-13 | $6,537 | $7,233 | -$696 | -$696 |
| 41 SHS PROCTOR & GAMBLE | P | 2024-08-13 | $6,858 | $2,837 | $4,021 | $4,021 |
| 199.26 SHS JP MORGAN MID CAP VALUE | P | 2024-01-18 | $7,000 | $7,161 | -$161 | -$161 |
| 109.29 SHS OAKMARK INTL SM CAP | P | 2024-01-18 | $2,000 | $1,579 | $421 | $421 |
| 186.359 SHS TWEEDY BROWNE INTL VALUE | P | 2024-01-18 | $5,000 | $4,616 | $384 | $384 |
| 21.437 SHS VANGUARD MID CAP INDEX | P | 2024-01-18 | $6,000 | $3,918 | $2,082 | $2,082 |
| 175.486 SHS VANGUARD SMALL CAP VALUE INDEX | P | 2024-01-18 | $13,000 | $6,998 | $6,002 | $6,002 |
| 223.214 SHS WCM FOCUSED INTL GROWTH | P | 2024-01-18 | $5,000 | $4,808 | $192 | $192 |
| 105 SHS ISHARES CORE MSCI EMERGING ETF | P | 2024-01-19 | $4,987 | $4,743 | $244 | $244 |
| 117 SHS ISHARES CORE MSCI EAFE ETF | P | 2024-01-19 | $7,958 | $6,031 | $1,927 | $1,927 |
| 216.316 SHS DELAWARE IVY MID CAP GROWTH | P | 2024-09-27 | $7,000 | $6,507 | $493 | $493 |
| 87 SHS ISHARES CORE MSCI EMERGING | P | 2024-09-27 | $5,041 | $3,930 | $1,111 | $1,111 |
| 52 SHS ISHARES CORE MSCI EAFE ETF | P | 2024-09-27 | $4,072 | $2,681 | $1,391 | $1,391 |
| 97.418 SHS JP MORGAN MID CAP VALUE | P | 2024-09-27 | $4,000 | $3,501 | $499 | $499 |
| 270.362 SHS TWEEDY BROWNE INTL VALUE FUND | P | 2024-09-27 | $8,000 | $6,697 | $1,303 | $1,303 |
| 42.735 SHS VANGUARD SMALL CAP GROWTH INDEX | P | 2024-09-27 | $4,000 | $2,673 | $1,327 | $1,327 |
| 116.564 SHS VANGUARD SMALL CAP VALUE INDEX | P | 2024-09-27 | $10,000 | $4,649 | $5,351 | $5,351 |
| 300.3 SHS WCM FOCUSED INTL GROWTH | P | 2024-09-27 | $8,000 | $6,468 | $1,532 | $1,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,563 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$807 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,329 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,329 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,329 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,567 | 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 | $2,567 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,238 | OverpaymentAmt |
| Applied To ES Tax | $1,238 | 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 | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | EPNNES.ORG | WebsiteAddressTxt |
| Individual With Books | ANDREW E NEWMAN | IndividualWithBooksNm |
| Phone | 3147276400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50376 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW E NEWMAN | ||||||||
| PO BOX 50376 | CLAYTON | MO | 63105 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| LINDA N SCHAPIRO | ||||||||
| PO BOX 50376 | CLAYTON | MO | 63105 | DIRECTOR | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DEVELOP AND MAINTAIN A DIGITAL ENCYCLOPEDIA AND LIBRARY OF NUMISMATIC MATERIAL AND AN ELECTRONIC PORTAL TO PROVIDE ACCESS TO THESE ITEMS. | Description1Txt |
| Expenses1 | $12,000 | Expenses1Amt |
| Description2 | PRESENTATION AND DISTRIBUTION OF NUMISMATIC KNOWLEDGE AND INFORMATION THROUGH SYMPOSIUMS | Description2Txt |
| Expenses2 | $38,557 | Expenses2Amt |
| Description3 | HELPING OTHERS DO RESEARCH, STUDY AND PUBLISH ON NUMISMATICS AS WELL AS FURNISHING INFORMATION ON NUMISMATICS TO THOSE REQUESTING IT. | Description3Txt |
| Expenses3 | $16,423 | Expenses3Amt |
| Description4 | RESEARCH AND WRITING BOOKS AND ARTICLES ON THE SUBJECT OF NUMISMATICS | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
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 | $1,191,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,386,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,386,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,805 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,366,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,309 | 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 | $396,980 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $396,980 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1985-06-13 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $21,072 | CurrentYearAmt |
| Year1 | $26,673 | Year1Amt |
| Year2 | $48,631 | Year2Amt |
| Year3 | $39,062 | Year3Amt |
| Total | $135,438 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,911 | CurrentYearAmt |
| Year1 | $22,672 | Year1Amt |
| Year2 | $41,336 | Year2Amt |
| Year3 | $33,203 | Year3Amt |
| Total | $115,122 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $396,980 | CurrentYearAmt |
| Year1 | $420,199 | Year1Amt |
| Year2 | $442,023 | Year2Amt |
| Year3 | $507,307 | Year3Amt |
| Total | $1,766,509 | 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 | $396,980 | CurrentYearAmt |
| Year1 | $420,199 | Year1Amt |
| Year2 | $442,023 | Year2Amt |
| Year3 | $507,307 | Year3Amt |
| Total | $1,766,509 | 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 | $45,539 | CurrentYearAmt |
| Year1 | $47,084 | Year1Amt |
| Year2 | $61,095 | Year2Amt |
| Year3 | $75,729 | Year3Amt |
| Total | $229,447 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANDREW E NEWMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 50376 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3147276400 | RecipientPhoneNum |
| Recipient Email Address | NEWANDYMAN@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | OPTIONAL WITH APPLICANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN NUMISMATIC SOCIETY | |||||||
| 75 VARICK ST 11TH FLOOR | NEW YORK | NY | 10013 | NONE | NUMISMATIC SOCIETY | ANNUAL CONTRIBUTION | $10,000 |
| WASHINGTON UNIVERSITY | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $320,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,000 | 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 | $27,899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 05 | ExclusionCd |
| Exclusion | $241,576 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $269,475 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $269,475 | 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 | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,100 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | COINS | AssetDesc |
| How Acquired | DONATED | HowAcquiredTxt |
| Sold | 2024-05 | SoldDt |
| Gross Sales Price | $187,655 | GrossSalesPriceAmt |
| Basis | $20,642 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $167,013 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES AND OTHER HOLDINGS - CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $707,173 | BookValueAmt |
| EOYFMV | $1,244,686 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NUMISMATIC AND OTHER COLLECTIONS | Desc |
| BOY Book Value | $61,064 | BOYBookValueAmt |
| EOY Book Value | $40,422 | EOYBookValueAmt |
| EOYFMV | $40,422 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RESEARCH GRANTS/INTERNS | $16,423 | $0 | $0 | $16,423 |
| MANAGEMENT/MARKETING | $38,557 | $0 | $0 | $38,557 |
| OFFICE EXPENSES | $614 | $614 | $614 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SECURITIES MANAGEMENT FEES | $3,558 | $3,558 | $3,558 | $0 |
| CURATORIAL SERVICES | $12,000 | $0 | $0 | $12,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,633 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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