BETA

ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY (EIN 43-6048614)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-03-04
IRS object ID
202210639349100416
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-04T17:29:58-06:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

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 Begin2020-12-01TaxPeriodBeginDt

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
Signature2022-01-31SignatureDt
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

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,328,073FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$45,848DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,848DividendsNetInvstIncmAmt
Dividends Adj Net Incm$45,848DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$140,010NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$328,656GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$117,309CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$6,997NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$186,158TotalRevAndExpnssAmt
Total Net Invst Incm$163,157TotalNetInvstIncmAmt
Total Adj Net Incm$52,845TotalAdjNetIncmAmt
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
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$18,468OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,468OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$6,468OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,600TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$4,943OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$4,943OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$4,943OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$56,559OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,272OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,272OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$55,287OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$89,770TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,783TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$13,783TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$67,287TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$440,020ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$440,020ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$529,790TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,783TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$13,783TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$507,307TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$343,632ExcessRevenueOverExpensesAmt
Net Investment Income$149,374NetInvestmentIncomeAmt
Adjusted Net Income$39,062AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$397,205CashBOYAmt
Cash EOY$154,050CashEOYAmt
Cash EOYFMV$154,050CashEOYFMVAmt
Inventories BOY$930InventoriesBOYAmt
Inventories EOY$930InventoriesEOYAmt
Inventories EOYFMV$930InventoriesEOYFMVAmt
Other Investments BOY$1,383,073OtherInvestmentsBOYAmt
Other Investments EOY$1,285,422OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,111,517OtherInvestmentsEOYFMVAmt
Other Assets BOY$64,402OtherAssetsBOYAmt
Other Assets EOY$61,576OtherAssetsEOYAmt
Other Assets EOYFMV$61,576OtherAssetsEOYFMVAmt
Total Assets BOY$1,845,610TotalAssetsBOYAmt
Total Assets EOY$1,501,978TotalAssetsEOYAmt
Total Assets EOYFMV$2,328,073TotalAssetsEOYFMVAmt
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-$8,857,350RetainedEarningBOYAmt
Retained Earning EOY-$9,200,982RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,845,610TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,501,978TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,845,610TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,501,978TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,845,610TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$343,632ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,501,978SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,501,978TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
75 SHS DISCOVER FINLP2020-04-142021-02-02$6,348$2,693$3,655$3,655
35 SHS DISCOVER FINLP2019-09-122021-02-02$2,962$2,961$1$1
510 SHS REGIONS FINLP2019-12-162021-02-02$9,013$8,925$88$88
320 MARVELL TECHNOLOGY INCP2016-08-092021-05-05$14,346$3,706$10,640$10,640
10 SHS AUTO DATA PROCESSINGP2020-11-162021-07-01$1,994$1,762$232$232
20 SHS MEDTRONIC PLCP2020-07-172021-07-01$2,519$1,930$589$589
5 SHS NORTHROP GRUMMAN COP2021-05-052021-07-01$1,836$1,844-$8-$8
5 SHS UNION PACIFIC CORPP2020-09-112021-07-01$1,116$979$137$137
25 SHS ABBVIE INCP2020-01-032021-07-01$2,859$2,224$635$635
10 SHS AIR PROD & CHEMICALSP2019-03-142021-07-01$2,887$1,848$1,039$1,039
40 SHS BRISTOL-MYERS SQUIBBP2017-06-232021-07-01$2,665$2,272$393$393
20 SHS CHEVRON CORPP2016-05-232021-07-01$2,125$2,001$124$124
70 SHS COMCAST CORPP2018-12-062021-07-01$4,044$2,623$1,421$1,421
10 SHS CROWN CASTLE INTL COP2019-02-052021-07-01$1,947$1,153$794$794
20 SHS DISCOVER FINLP2020-04-142021-07-01$2,386$718$1,668$1,668
20 SHS EASTMAN CHEMICALP2017-06-202021-07-01$2,342$1,708$634$634
10 SHS EATON CORP PLCP2014-09-022021-07-01$1,500$594$906$906
20 SHS EATON CORP PLCP2014-09-022021-07-01$2,999$1,188$1,811$1,811
35 SHS EMERSON ELECTRICP2016-05-232021-07-01$3,392$1,781$1,611$1,611
70 SHS FIDELITY NTNL FINLP2019-04-262021-07-01$3,089$2,825$264$264
35 SHS GENERAL MILLS INCP2016-05-232021-07-01$2,116$2,193-$77-$77
20 SHS GILEAD SCIENCES INCP2017-07-282021-07-01$1,384$1,516-$132-$132
40 SHS JP MORGAN CHASE & COP2013-04-102021-07-01$6,264$1,974$4,290$4,290
40 SHS LIFE STORAGE INCP2018-07-022021-07-01$4,344$2,564$1,780$1,780
30 SHS MICROSOFT CORPP2013-09-042021-07-01$8,124$937$7,187$7,187
35 SHS MORGAN STANLEYP2020-02-112021-07-01$3,202$1,956$1,246$1,246
25 SHS ORACLE CORPP2019-05-152021-07-01$1,980$1,365$615$615
20 SHS PEPSICO INCP2016-05-232021-07-01$2,964$2,011$953$953
50 SHS PRINCIPAL FINLP2016-05-232021-07-01$3,170$2,163$1,007$1,007
10 SHS PROCTOR & GAMBLEP2012-10-172021-07-01$1,354$692$662$662
110 SHS REGIONS FINANCIALP2019-12-162021-07-01$2,239$1,925$314$314
15 SHS SKYWORKS SOLUTIONSP2019-12-092021-07-01$2,848$1,556$1,292$1,292
20 SHS STARBUCKS CORPP2020-03-242021-07-01$2,260$1,264$996$996
20 SHS SYSCO CORPP2020-06-052021-07-01$1,540$1,256$284$284
35 SHS TARGET CORPP2018-02-062021-07-01$8,496$2,506$5,990$5,990
70 SHS TRUIST FINLP2017-10-252021-07-01$3,912$3,227$685$685
25 SHS UPSP2019-08-192021-07-01$5,240$2,921$2,319$2,319
25 SHS VERIZON COMMP2016-05-232021-07-01$1,406$1,231$175$175
15 SHS VERIZON COMMP2020-04-092021-07-01$844$864-$20-$20
35 SHS VF CORPP2018-05-102021-07-01$2,897$2,560$337$337
30 SHS TARGET CORPP2018-02-062021-07-13$7,576$2,148$5,428$5,428
55 SHS UNION PACIFIC CORPP2020-09-112021-09-14$11,196$10,770$426$426
115 SHS LIFE STORAGE INCP2018-07-022021-09-27$13,248$7,370$5,878$5,878
204.082 SHS DODGE & COX INTERNATIONAL STOCKP2020-09-032021-07-01$10,000$7,608$2,392$2,392
132.188 SHS IVY MID CAP GROWTHP2020-05-152021-07-01$6,000$3,976$2,024$2,024
143.298 SHS JP MORGAN MID CAP VALUEP2019-01-302021-07-01$6,500$5,150$1,350$1,350
540.275 SHS OAKMARK INTL SMALL CAP INSTITUTIONALP2016-07-272021-07-01$11,000$7,832$3,168$3,168
417.872 SHS TWEEDY BROWNE GLOBAL VALUEP2021-07-01$13,000$10,604$2,396$2,396
33.86 SHS VANGUARD MID CAP INDEX ADMIRALP2020-05-152021-07-01$10,000$6,189$3,811$3,811
195.484 SHS VANGUARD SMALL CAP GROWTH INDEX ADMIRALP2020-05-152021-07-01$20,000$12,229$7,771$7,771
99.641 SHS VANGUARD SMALL CAP VALUE INDEXP2020-05-152021-07-01$7,500$3,974$3,526$3,526
35.541 SHS ISHARES CORE S&P 500P2015-03-242021-10-13$15,447$7,558$7,889$7,889
49.459 SHS ISHARES CORE S&P 500P2015-05-262021-10-13$21,496$10,513$10,983$10,983
100.231 SHS VALGUARD SMALL CAP GROWTH INDEX ADMIRALP2020-05-152021-10-13$10,000$6,270$3,730$3,730
FieldValueIRS element (for citing)
Capital Gain Net Income$117,309CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$6,997NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,076InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,076SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,076TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,040EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,040TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,964OverpaymentAmt
Applied To ES Tax$2,964AppliedToESTaxAmt
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$12,000Expenses1Amt
Description2PRESENTATION AND DISTRIBUTION OF NUMISMATIC KNOWLEDGE AND INFORMATION THROUGH SYMPOSIUMSDescription2Txt
Expenses2$50,480Expenses2Amt
Description3HELPING OTHERS DO RESEARCH, STUDY AND PUBLISH ON NUMISMATICS AS WELL AS FURNISHING INFORMATION ON NUMISMATICS TO THOSE REQUESTING IT.Description3Txt
Expenses3$4,807Expenses3Amt
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$2,153,818AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,660AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,306,478TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,306,478AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,597CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,271,881NetVlNoncharitableAssetsAmt
Minimum Investment Return$113,594MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$507,307ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$507,307QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$507,307AdjustedQualifyingDistriAmt

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$39,062CurrentYearAmt
Year1$80,262Year1Amt
Year2$95,250Year2Amt
Year3$143,839Year3Amt
Total$358,413TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$33,203CurrentYearAmt
Year1$68,223Year1Amt
Year2$80,963Year2Amt
Year3$122,263Year3Amt
Total$304,651TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$507,307CurrentYearAmt
Year1$372,314Year1Amt
Year2$140,562Year2Amt
Year3$774,021Year3Amt
Total$1,794,204TotalAmt

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$507,307CurrentYearAmt
Year1$372,314Year1Amt
Year2$140,562Year2Amt
Year3$774,021Year3Amt
Total$1,794,204TotalAmt

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$75,729CurrentYearAmt
Year1$131,753Year1Amt
Year2$130,801Year2Amt
Year3$262,943Year3Amt
Total$601,226TotalAmt

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 (3 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)NON-CASH CONTRIBUTION - CONTRIBUTED NUMISMATIC INVENTORY$20
WASHINGTON UNIVERSITY
1 BROOKINGS DRST LOUISMO63130NONE501(C)(3)ANNUAL CONTRIBUTION$430,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$440,020TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,848ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion05ExclusionCd
Exclusion$140,010ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$185,858ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$185,858TotalIncomeProducingActyAmt

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)
CategoryLEGAL & ACCOUNTINGCategoryTxt
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)
AssetCOINS SOLDAssetDesc
How AcquiredDONATEDHowAcquiredTxt
Gross Sales Price$26,740GrossSalesPriceAmt
Basis$2,806BasisAmt
Basis MethodCOSTBasisMethodTxt
Sales Expense$1,233SalesExpenseAmt
Total Net$22,701TotalNetAmt

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$1,285,422BookValueAmt
EOYFMV$2,111,517EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNUMISMATIC AND OTHER COLLECTIONSDesc
BOY Book Value$64,402BOYBookValueAmt
EOY Book Value$61,576EOYBookValueAmt
EOYFMV$61,576EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RESEARCH GRANTS/INTERNS$4,807$0$0$4,807
MANAGEMENT/MARKETING$50,480$0$0$50,480
OFFICE EXPENSES$1,272$1,272$1,272$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECURITIES MANAGEMENT FEES$6,468$6,468$6,468$0
CURATORIAL SERVICES$12,000$0$0$12,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$7,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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