ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY (EIN 43-6048614)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-02-26
IRS object ID
202100579349100120
Schema version
2019v5.1
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)
Return2021-02-26T18:53:10-06:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

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 Begin2019-12-01TaxPeriodBeginDt

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
Signature2021-01-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN R WILHELMPreparerPersonNm
PTINP01214093PTIN
Phone3147271155PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,397,907FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21,988InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,988InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21,988InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$75,701DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,701DividendsNetInvstIncmAmt
Dividends Adj Net Incm$75,701DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$251,983NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,166,180GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$171,737CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$349,672TotalRevAndExpnssAmt
Total Net Invst Incm$269,426TotalNetInvstIncmAmt
Total Adj Net Incm$97,689TotalAdjNetIncmAmt
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$23,443OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,443OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$11,443OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,768TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$4,884OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$4,884OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$4,884OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$100,314OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$100,314OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$133,609TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,427TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$17,427TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$112,314TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,658,158ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$260,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,791,767TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,427TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$17,427TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$372,314TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,442,095ExcessRevenueOverExpensesAmt
Net Investment Income$251,999NetInvestmentIncomeAmt
Adjusted Net Income$80,262AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$187,008CashBOYAmt
Cash EOY$397,205CashEOYAmt
Cash EOYFMV$397,205CashEOYFMVAmt
Inventories BOY$930InventoriesBOYAmt
Inventories EOY$930InventoriesEOYAmt
Inventories EOYFMV$930InventoriesEOYFMVAmt
Other Investments BOY$3,025,447OtherInvestmentsBOYAmt
Other Investments EOY$1,383,073OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,935,370OtherInvestmentsEOYFMVAmt
Other Assets BOY$74,320OtherAssetsBOYAmt
Other Assets EOY$64,402OtherAssetsEOYAmt
Other Assets EOYFMV$64,402OtherAssetsEOYFMVAmt
Total Assets BOY$3,287,705TotalAssetsBOYAmt
Total Assets EOY$1,845,610TotalAssetsEOYAmt
Total Assets EOYFMV$2,397,907TotalAssetsEOYFMVAmt
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-$7,415,255RetainedEarningBOYAmt
Retained Earning EOY-$8,857,350RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,287,705TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,845,610TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,287,705TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,845,610TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,287,705TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,442,095ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,845,610SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,845,610TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (71 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50000 SHS VIACOM INC 3.87%P2015-09-082020-07-10$52,432$49,730$2,702$2,702
95000 SHS US TSY 1.75%P2019-11-252020-11-02$95,000$95,000$0$0
600 SHS MARVELL TECH GROUPP2016-08-092019-12-09$14,247$6,951$7,296$7,296
50 SHS MARVEL TECH GROUPP2017-01-172019-12-09$1,187$734$453$453
0.5 SHS TRUIST FINL CORPP2018-03-222019-12-10$28$27$1$1
300 SHS PRUDENTIAL FINLP2016-05-232019-12-16$28,525$23,210$5,315$5,315
70 SHS BOEING COP2017-02-072020-01-03$23,166$11,645$11,521$11,521
450 SHS WELLS FARGO BKP2016-05-232020-02-11$21,664$21,977-$313-$313
150 SHS WELLS FARGO BKP2017-01-172020-02-11$7,221$8,162-$941-$941
900 SHS HUNTSMAN CORPP2019-09-122020-03-24$12,264$20,729-$8,465-$8,465
550 SHS AT&TP2019-11-052020-04-09$16,709$21,485-$4,776-$4,776
250 SHS WILLIAMS SONOMAP2018-06-272020-04-14$13,304$15,434-$2,130-$2,130
150 SHS WILLIAMS SONOMAP2018-09-042020-04-14$7,982$10,764-$2,782-$2,782
300 SHS LAS VEGAS SANDS CORPP2016-05-232020-04-21$12,244$13,612-$1,368-$1,368
150 SHS LAS VEGAS SANDS CORPP2016-06-152020-04-21$6,122$7,141-$1,019-$1,019
50 SHS LAS VEGAS SANDS CORPP2017-01-172020-04-21$2,041$2,846-$805-$805
260 SHS GENERAL MILLS INCP2016-05-232020-06-05$15,749$16,293-$544-$544
350 SHS CONOCOPHILLIPSP2016-05-232020-07-17$14,426$15,360-$934-$934
250 SHS CONOCOPHILLIPSP2016-12-062020-07-17$10,305$12,430-$2,125-$2,125
575 SHS MARVELL TECH GROUPP2016-08-092020-09-11$22,137$6,660$15,477$15,477
190 SHS INTEL CORPP2016-01-152020-11-16$8,750$5,683$3,067$3,067
28.9871 SHS ISHARES MSCI EAFE ETFP2019-06-242020-05-15$1,594$1,901-$307-$307
3.1648 SHS ISHARES RUSSELL 2000P2019-06-242020-05-15$391$485-$94-$94
1130 SHS EATON CORPP2013-09-092020-05-15$84,370$61,907$22,463$22,463
570 SHS EATON CORPP2014-08-052020-05-15$42,558$32,438$10,120$10,120
90 SHS EATON CORPP2014-09-022020-05-15$6,720$5,346$1,374$1,374
170 SHS ISHARES MSCI EAFEP2015-08-112020-05-15$9,349$10,939-$1,590-$1,590
21.5741 SHS ISHARES MSCI EAFEP2015-08-242020-05-15$1,186$1,272-$86-$86
100 SHS ISHARES MSCI EAFEP2015-08-242020-05-15$5,499$5,897-$398-$398
100 SHS ISHARES MSCI EAFEP2015-08-242020-05-15$5,499$5,897-$398-$398
100 SHS ISHARES MSCI EAFEP2015-08-242020-05-15$5,499$5,897-$398-$398
100 SHS ISHARES MSCI EAFEP2015-08-242020-05-15$5,499$5,897-$398-$398
100 SHS ISHARES MSCI EAFEP2015-08-242020-05-15$5,499$5,897-$398-$398
153.4259 SHS ISHARES MSCI EAFEP2015-08-242020-05-15$8,437$9,047-$610-$610
7.1762 SHS ISHARES MSCI EAFEP2015-12-292020-05-15$395$430-$35-$35
0.3130 SHS ISHARES MSCI EAFEP2016-06-292020-05-15$17$17$0$0
17.9067 SHS ISHARES MSCI EAFEP2016-06-292020-05-15$985$984$1$1
78.4259 SHS ISHARES MSCI EAFEP2016-09-022020-05-15$4,313$4,655-$342-$342
341.5741 SHS ISHARES MSCI EAFEP2016-09-022020-05-15$18,784$20,275-$1,491-$1,491
13.3644 SHS ISHARES MSCI EAFEP2016-12-292020-05-15$735$769-$34-$34
21.1949 SHS ISHARES MSCI EAFEP2017-06-272020-05-15$1,166$1,384-$218-$218
13.996 SHS ISHARES MSCI EAFEP2017-12-272020-05-15$770$984-$214-$214
27.0717 SHS ISHARES MSCI EAFEP2018-06-262020-05-15$1,489$1,812-$323-$323
15.3030 SHS ISHARES MSCI EAFEP2018-12-262020-05-15$842$872-$30-$30
165 SHS ISHARES RUSSELL 2000P2015-08-112020-05-15$20,369$19,879$490$490
700 SHS ISHARES RUSSELL 2000P2015-08-242020-05-15$86,412$79,784$6,628$6,628
0.3155 SHS ISHARES RUSSELL 2000P2015-10-022020-05-15$39$34$5$5
2.2971 SHS ISHARES RUSSELL 2000P2015-10-022020-05-15$284$247$37$37
3.8942 SHS ISHARES RUSSELL 2000P2016-01-042020-05-15$481$430$51$51
2.5742 SHS ISHARES RUSSELL 2000P2016-03-312020-05-15$318$285$33$33
4.5284 SHS ISHARES RUSSELL 2000P2016-07-132020-05-15$559$542$17$17
2.4509 SHS ISHARES RUSSELL 2000P2016-10-032020-05-15$303$302$1$1
3.6830 SHS ISHARES RUSSELL 2000P2016-12-302020-05-15$455$496-$41-$41
2.4975 SHS ISHARES RUSSELL 2000P2017-03-312020-05-15$308$342-$34-$34
3.8282 SHS ISHARES RUSSELL 2000P2017-07-132020-05-15$473$540-$67-$67
2.0876 SHS ISHARES RUSSELL 2000P2017-10-022020-05-15$258$311-$53-$53
3.3703 SHS ISHARES RUSSELL 2000P2017-12-292020-05-15$416$517-$101-$101
2.1499 SHS ISHARES RUSSELL 2000P2018-03-292020-05-15$265$325-$60-$60
3.1829 SHS ISHARES RUSSELL 2000P2018-07-112020-05-15$393$535-$142-$142
2.4682 SHS ISHARES RUSSELL 2000P2018-10-032020-05-15$305$406-$101-$101
3.3512 SHS ISHARES RUSSELL 2000P2018-12-242020-05-15$414$424-$10-$10
2.4716 SHS ISHARES RUSSELL 2000P2019-03-272020-05-15$305$374-$69-$69
1060 SHS INTEL CORPP2016-01-152020-09-03$53,476$31,704$21,772$21,772
240 SHS MICROSOFTP2013-09-042020-09-03$52,144$7,500$44,644$44,644
253.012 SHS DODGE & COX INTL STOCP2020-09-032020-11-18$10,500$9,432$1,068$1,068
180 SHS ISHARES CORE MSCI EMERGINGP2020-11-18$10,555$8,570$1,985$1,985
136 SHS ISHARES CORE S&P 500P2020-11-18$145,347$112,713$32,634$32,634
680.272 SHS JPMORGAN MID CAP VALUEP2020-11-18$26,000$25,076$924$924
787.5 SHS OAKMARK INTL SMALL CAP INSTLP2020-11-18$12,600$11,795$805$805
728.083 SHS TWEEDY BROWNE GLOBAL VALUEP2020-11-18$19,600$18,719$881$881
98 SHS ISHARES CORE S&P 500P2015-03-242020-11-23$35,055$20,839$14,216$14,216
FieldValueIRS element (for citing)
Capital Gain Net Income$171,737CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$12,574NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$140,562AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,924,043NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035821DistributionYr1Rt
Adjusted Qlfy Distri Yr2$771,870AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,888,272NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.097850DistributionYr2Rt
Adjusted Qlfy Distri Yr3$749,512AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,307,813NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.090218DistributionYr3Rt
Adjusted Qlfy Distri Yr4$571,531AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,691,314NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.074309DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,559,996AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,858,173NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.176108DistributionYr5Rt
Total Distribution0.474306TotalDistributionRt
Average Distribution0.094861AverageDistributionRt
Net Vl Noncharitable Assets$3,952,572NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$374,945AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,520NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$377,465AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$372,314QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,040InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,040SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,040TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,480EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,480TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,560TaxDueAmt

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 AddressNEWMANMONEYMUSEUM.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)
Description1OPERATION OF NEWMAN MONEY MUSEUM AT FOX ART CENTER AT WASHINGTON UNIVERSITY IN ST LOUIS (FREE TO PUBLIC)Description1Txt
Expenses1$12,000Expenses1Amt
Description2DEVELOP AND MAINTAIN A DIGITAL ENCYCLOPEDIA AND LIBRARY OF NUMISMATIC MATERIAL AND AN ELECTRONIC PORTAL TO PROVIDE ACCESS TO THESE ITEMS.Description2Txt
Expenses2$93,814Expenses2Amt
Description3HELPING OTHERS DO RESEARCH, STUDY AND PUBLISH ON NUMISMATICS AS WELL AS FURNISHING INFORMATION ON NUMISMATICS TO THOSE REQUESTING IT.Description3Txt
Expenses3$6,500Expenses3Amt
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$3,812,366AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$200,397AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,012,763TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,012,763AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,191CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,952,572NetVlNoncharitableAssetsAmt
Minimum Investment Return$197,629MinimumInvestmentReturnAmt

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$372,314ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$372,314QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$372,314AdjustedQualifyingDistriAmt

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$80,262CurrentYearAmt
Year1$95,250Year1Amt
Year2$143,839Year2Amt
Year3$138,598Year3Amt
Total$457,949TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$68,223CurrentYearAmt
Year1$80,963Year1Amt
Year2$122,263Year2Amt
Year3$117,808Year3Amt
Total$389,257TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$372,314CurrentYearAmt
Year1$140,562Year1Amt
Year2$774,021Year2Amt
Year3$751,661Year3Amt
Total$2,038,558TotalAmt

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$372,314CurrentYearAmt
Year1$140,562Year1Amt
Year2$774,021Year2Amt
Year3$751,661Year3Amt
Total$2,038,558TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Year3$8,599,770Year3Amt
Total$8,599,770TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Year3$493,038Year3Amt
Total$493,038TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$131,753CurrentYearAmt
Year1$130,801Year1Amt
Year2$262,943Year2Amt
Year3$276,927Year3Amt
Total$802,424TotalAmt

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
ERIC P AND EVELYN E NEWMAN CHARITABLE FOUNDATION
PO BOX 50376ST LOUISMO63105RELATED ENTITY501(C)(3)ANNUAL CONTRIBUTION$1,398,158
WASHINGTON UNIVERSITY
1 BROOKINGS DRST LOUISMO63130NONE501(C)(3)ANNUAL CONTRIBUTION$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,658,158TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,988ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,701ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion05ExclusionCd
Exclusion$251,983ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$349,672ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$349,672TotalIncomeProducingActyAmt

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$91,447GrossSalesPriceAmt
Basis$9,918BasisAmt
Sales Expense$1,283SalesExpenseAmt
Total Net$80,246TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SECURITIES AND OTHER HOLDINGS - CHARLES SCHWABAT COST$1,380,931$1,933,228
SECURITIES AND OTHER HOLDINGS - MERRILL LYNCHAT COST$2,142$2,142

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNUMISMATIC AND OTHER COLLECTIONSDesc
BOY Book Value$74,320BOYBookValueAmt
EOY Book Value$64,402EOYBookValueAmt
EOYFMV$64,402EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COIN TELEVISION/PORTAL EXPENSES$93,814$0$0$93,814
RESEARCH GRANTS$6,500$0$0$6,500

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECURITIES MANAGEMENT FEES$11,443$11,443$11,443$0
CURATORIAL SERVICES$12,000$0$0$12,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$2,768Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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