ERIC P AND EVELYN NEWMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ERIC P AND EVELYN NEWMAN CHARITABLE FOUNDATION (EIN 46-3396538)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-18
- IRS object ID
- 202110779349100811
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-18T22:24:19-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463396538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC P & EVELYN E NEWMAN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION DTD 8/1/2013 | 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 | SAINT 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 | 2021-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | NEWMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN R WILHELM | PreparerPersonNm |
| PTIN | P01214093 | PTIN |
| Phone | 3147271155 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $98,218,406 | 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 | $1,395,115 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $449,348 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $449,348 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,739,131 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,739,131 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $773,328 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,003,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $773,328 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,448 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,448 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,379,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,984,255 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,521 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,761 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $16,760 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $272,361 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $272,361 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,791 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,476 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,658 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,329 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $383,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $324,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,567,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,567,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,950,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $324,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,583,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$571,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,659,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $153,033 | CashBOYAmt |
| Cash EOY | $107,098 | CashEOYAmt |
| Cash EOYFMV | $107,098 | CashEOYFMVAmt |
| Other Investments BOY | $90,223,103 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,111,308 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $98,111,308 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $90,376,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,218,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,218,406 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $90,376,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $98,218,406 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,376,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,218,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $90,376,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,218,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,376,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$571,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,413,731 | OtherIncreasesAmt |
| Subtotal | $98,218,406 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,218,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ALCON INC | 2014-03-13 | 2020-01-02 | $18,393 | $16,419 | $1,974 | $1,974 |
| ALPHABET INC CL A | 2014-09-10 | 2020-08-21 | $122,817 | $46,036 | $76,781 | $76,781 |
| ALPHABET INC CL A | 2015-07-29 | 2020-08-21 | $157,457 | $65,467 | $91,990 | $91,990 |
| ALPHABET INC CL A | 2015-09-09 | 2020-08-21 | $31,491 | $12,973 | $18,518 | $18,518 |
| AMERICAN BEACON SMALL CAP VALUE | 2020-06-16 | $1,073,749 | $1,479,787 | -$406,038 | -$406,038 | |
| AMN TOWER CORP 5.9% | 2015-09-04 | 2020-01-15 | $106,709 | $103,989 | $2,720 | $2,720 |
| AT&T INC | 2019-11-05 | 2020-04-09 | $121,519 | $156,255 | -$34,736 | -$34,736 |
| AT&T INC 3.875% | 2015-07-08 | 2020-06-29 | $259,686 | $252,235 | $7,451 | $7,451 |
| BANK OF AMERICA | 2015-07-13 | 2020-04-21 | $250,000 | $245,525 | $4,475 | $4,475 |
| BANK OF MONTREAL 2.1% | 2018-02-27 | 2020-06-15 | $250,000 | $247,060 | $2,940 | $2,940 |
| BED BATH & BEYOND 3.74% | 2015-09-08 | 2020-01-17 | $150,605 | $152,717 | -$2,112 | -$2,112 |
| BIOGEN INC | 2017-09-05 | 2020-11-05 | $145,620 | $135,886 | $9,734 | $9,734 |
| BOEING CO | 2019-04-26 | 2020-01-03 | $33,095 | $38,143 | -$5,048 | -$5,048 |
| BOEING CO | 2017-02-07 | 2020-01-03 | $138,999 | $69,816 | $69,183 | $69,183 |
| BOSTON SCIENTIFIC | 2015-11-06 | 2020-11-19 | $324,878 | $178,703 | $146,175 | $146,175 |
| CONOCOPHILLIPS | 2018-02-05 | 2020-04-22 | $213,754 | $348,472 | -$134,718 | -$134,718 |
| CONOCOPHILLIPS | 2020-07-17 | $183,009 | $269,708 | -$86,699 | -$86,699 | |
| DODGE & COX INTL STOCK FUND | 2020-06-16 | $700,000 | $896,288 | -$196,288 | -$196,288 | |
| DOLLAR TREE | 2019-11-27 | 2020-07-06 | $109,994 | $112,362 | -$2,368 | -$2,368 |
| EXPEDIA GROUP INC | 2019-12-05 | 2020-05-26 | $87,311 | $112,507 | -$25,196 | -$25,196 |
| FISERV | 2020-10-06 | $217,643 | $170,568 | $47,075 | $47,075 | |
| FLIR SYSTEMS INC | 2017-10-26 | 2020-03-20 | $119,396 | $202,841 | -$83,445 | -$83,445 |
| FLIR SYSTEMS INC | 2018-04-27 | 2020-03-20 | $136,251 | $263,584 | -$127,333 | -$127,333 |
| GENERAL MILLS INC | 2020-06-05 | $113,270 | $96,628 | $16,642 | $16,642 | |
| HUNTINGTON BANCSH 2.4% | 2015-06-30 | 2020-03-01 | $250,000 | $248,150 | $1,850 | $1,850 |
| HUNTSMAN CORP | 2018-01-03 | 2020-03-20 | $137,453 | $343,535 | -$206,082 | -$206,082 |
| HUNTSMAN CORP | 2019-09-12 | 2020-03-24 | $89,940 | $152,012 | -$62,072 | -$62,072 |
| ISHARES CORE MSCI EMERGING ETF | 2019-06-24 | 2020-06-16 | $12,772 | $13,907 | -$1,135 | -$1,135 |
| ISHARES CORE MSCI EMERGING ETF | 2020-06-16 | $588,084 | $672,643 | -$84,559 | -$84,559 | |
| ISHARES CORE S&P 500 | 2019-12-23 | 2020-06-16 | $46,615 | $48,254 | -$1,639 | -$1,639 |
| ISHARES CORE S&P 500 | 2020-06-16 | $6,652,145 | $4,736,514 | $1,915,631 | $1,915,631 | |
| ISHARES INTERNATIONAL | 2019-06-24 | 2020-06-16 | $53,861 | $64,234 | -$10,373 | -$10,373 |
| ISHARES INTERNATIONAL | 2020-06-16 | $2,044,586 | $2,343,890 | -$299,304 | -$299,304 | |
| ISHARES RUSSELL 2000 VALUE | 2019-06-24 | 2020-05-15 | $7,704 | $11,060 | -$3,356 | -$3,356 |
| ISHARES RUSSELL 2000 VALUE | 2020-05-15 | $1,569,789 | $1,943,795 | -$374,006 | -$374,006 | |
| JPMORGAN MID CAP VALUE | 2020-04-22 | 2020-05-15 | $895,607 | $900,000 | -$4,393 | -$4,393 |
| JPMORGAN MID CAP VALUE | 2017-12-13 | 2020-05-15 | $4,393 | $6,208 | -$1,815 | -$1,815 |
| JPMORGAN STRATEGIC INCOME OPP | 2020-10-21 | $1,399,401 | $1,436,389 | -$36,988 | -$36,988 | |
| KANSAS CITY SOUTHERN | 2020-03-03 | 2020-09-03 | $236,547 | $196,181 | $40,366 | $40,366 |
| KOHL'S CORP 4.25% | 2016-07-21 | 2020-01-17 | $159,053 | $151,958 | $7,095 | $7,095 |
| LAS VEGAS SANDS CORP | 2019-04-26 | 2020-04-21 | $28,570 | $47,306 | -$18,736 | -$18,736 |
| LAS VEGAS SANDS CORP | 2016-03-02 | 2020-04-21 | $46,936 | $58,200 | -$11,264 | -$11,264 |
| LAS VEGAS SANDS CORP | 2016-06-15 | 2020-04-21 | $75,505 | $87,829 | -$12,324 | -$12,324 |
| MARVELL TECH GROUP | 2016-07-28 | 2020-09-09 | $343,157 | $105,823 | $237,334 | $237,334 |
| MARVELL TECH GROUP | 2020-09-11 | $158,809 | $49,361 | $109,448 | $109,448 | |
| MASCO CORP | 2015-11-16 | 2020-02-13 | $337,099 | $206,573 | $130,526 | $130,526 |
| MASCO CORP | 2016-02-16 | 2020-02-13 | $304,552 | $171,227 | $133,325 | $133,325 |
| MERCK & CO INC | 2015-06-30 | 2020-02-10 | $250,000 | $248,813 | $1,187 | $1,187 |
| NIELSEN HOLDINGS | 2019-02-06 | 2020-06-10 | $59,650 | $96,302 | -$36,652 | -$36,652 |
| NWMN-CRWS USD CA 2.1% | 2015-03-25 | 2020-01-01 | $250,000 | $250,000 | $0 | $0 |
| ON SEMICONDUCTOR CO | 2015-04-09 | 2020-03-26 | $27,252 | $21,868 | $5,384 | $5,384 |
| ON SEMICONDUCTOR CO | 2015-05-11 | 2020-03-26 | $90,361 | $78,474 | $11,887 | $11,887 |
| ON SEMICONDUCTOR CO | 2015-07-29 | 2020-03-26 | $40,160 | $29,756 | $10,404 | $10,404 |
| ON SEMICONDUCTOR CO | 2015-09-09 | 2020-03-26 | $20,797 | $14,965 | $5,832 | $5,832 |
| OUTFRONT MEDIA INC | 2014-07-07 | 2020-05-08 | $5,984 | $12,299 | -$6,315 | -$6,315 |
| OUTFRONT MEDIA INC | 2014-07-09 | 2020-05-08 | $35,733 | $73,330 | -$37,597 | -$37,597 |
| OUTFRONT MEDIA INC | 2014-07-07 | 2020-05-11 | $28,145 | $58,526 | -$30,381 | -$30,381 |
| OUTFRONT MEDIA INC | 2014-07-09 | 2020-05-11 | $3 | $5 | -$2 | -$2 |
| OUTFRONT MEDIA INC | 2014-12-16 | 2020-05-11 | $983 | $1,657 | -$674 | -$674 |
| OUTFRONT MEDIA INC | 2014-12-31 | 2020-05-11 | $11,934 | $20,619 | -$8,685 | -$8,685 |
| OUTFRONT MEDIA INC | 2014-12-16 | 2020-05-12 | $5 | $9 | -$4 | -$4 |
| PNC BANK NTNL AS 2.6% | 2018-02-14 | 2020-06-22 | $250,000 | $248,848 | $1,152 | $1,152 |
| PORT CAMAS WA 3.25% | 2015-06-05 | 2020-06-01 | $285,000 | $273,956 | $11,044 | $11,044 |
| ROBERT HALF INTL | 2018-05-03 | 2020-04-06 | $209,371 | $346,336 | -$136,965 | -$136,965 |
| SCRIPPS E W CO | 2019-01-22 | 2020-03-13 | $9,847 | $20,642 | -$10,795 | -$10,795 |
| SCRIPPS E W CO | 2019-02-28 | 2020-03-13 | $6,119 | $14,841 | -$8,722 | -$8,722 |
| SPDR S&P DIVIDEND ETF | 2019-06-27 | 2020-06-16 | $15,210 | $16,077 | -$867 | -$867 |
| SPDR S&P DIVIDEND ETF | 2020-06-16 | $1,785,498 | $1,456,760 | $328,738 | $328,738 | |
| T-MOBILE US INC RIGHTS | 2020-06-24 | 2020-06-30 | $198 | $355 | -$157 | -$157 |
| TEXAS INSTRUMENTS | 2013-05-23 | 2020-07-23 | $75,381 | $20,837 | $54,544 | $54,544 |
| TWEEDY BROWNE GLOBAL VALUE FUND | 2020-06-16 | $1,100,000 | $1,239,928 | -$139,928 | -$139,928 | |
| UPPER OCONE BASIN | 2015-05-05 | 2020-07-01 | $250,000 | $250,000 | $0 | $0 |
| US TSY 1.75% | 2019-11-25 | 2020-11-02 | $460,000 | $460,000 | $0 | $0 |
| VANGUARD GLOBAL EX US REAL ESTATE | 2020-10-21 | $410,176 | $477,917 | -$67,741 | -$67,741 | |
| VANGUARD HIGH YIELD T/E FUND ADMIRAL | 2020-06-05 | $870 | $889 | -$19 | -$19 | |
| VANGUARD HIGH YIELD T/E FUND ADMIRAL | 2020-06-05 | $150,850 | $150,596 | $254 | $254 | |
| VANGUARD SMALL CAP VALUE INDEX | 2020-06-17 | $131,812 | $112,825 | $18,987 | $18,987 | |
| VANGUARD SMALL CAP VALUE INDEX | 2019-04-18 | 2020-06-17 | $288,188 | $350,000 | -$61,812 | -$61,812 |
| VF CORP | 2017-12-21 | 2020-08-07 | $222,416 | $257,830 | -$35,414 | -$35,414 |
| VIACOM INC 3.87% | 2015-09-04 | 2020-07-10 | $157,296 | $149,030 | $8,266 | $8,266 |
| WELLS FARGO BK | 2020-02-11 | $211,829 | $226,985 | -$15,156 | -$15,156 | |
| WILLIAMS SONOMA | 2019-04-26 | 2020-04-14 | $29,268 | $30,764 | -$1,496 | -$1,496 |
| WILLIAMS SONOMA | 2018-06-27 | 2020-04-14 | $117,071 | $135,816 | -$18,745 | -$18,745 |
| WILLIAMS SONOMA | 2018-09-04 | 2020-04-14 | $7,982 | $10,764 | -$2,782 | -$2,782 |
| WILLIS TOWERS WATSON PF | 2019-01-07 | 2020-02-07 | $350,112 | $252,760 | $97,352 | $97,352 |
| XEROX CORPORATION | 2015-09-04 | 2020-09-01 | $150,000 | $150,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $773,328 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,972 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,972 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,972 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,516 | 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 | $34,516 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $66 | EsPenaltyAmt |
| Tax Due | $2,522 | TaxDueAmt |
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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | 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 | 3.00 | $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 |
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 | $85,644,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $532,819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,177,437 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,177,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,292,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,884,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,244,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,244,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,972 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,972 | TotalTaxAmt |
| Distributable Before Adj | $4,207,267 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,207,267 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,207,267 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,583,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,583,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,583,760 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,207,267 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,167,332 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,583,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,167,332 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $416,428 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,790,839 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 122 EAST 66TH STREET FOUNDATION | |||||||
| 122 E 66TH ST | NEW YORK | NY | 10065 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $5,000 |
| 1898 FOUNDATION | |||||||
| 233 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | PC | ANNUAL CONTRIBUTION | $1,000 | |
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||||
| 30 WEST END AVE | NEW YORK | NY | 10023 | NONE | PC | EDUCATIONAL SUPPORT | $7,500 |
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | ANNUAL CONTRIBUTION | $10,000 | |
| AMERICAN FOLK ART MUSEUM | |||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | PC | ANNUAL CONTRIBUTION | $1,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | ANNUAL CONTRIBUTION | $5,000 | |
| ARTS & EDUCATION COUNCIL | |||||||
| 3547 OLIVE ST | ST LOUIS | MO | 63103 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| BARNES JEWISH HOSPITAL | |||||||
| 1 BARNES-JEWISH HOSPITAL PLAZA | ST LOUIS | MO | 63110 | NONE | PC | MEDICAL SUPPORT, EVELYN'S HOUSE, KODNER'S FUND | $720,000 |
| BE LOUD SOPHIE FOUNDATION | |||||||
| 406 LONGLEAF DRIVE | CHAPEL HILL | NC | 27517 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $10,000 |
| BEYOND DIFFERENCES | |||||||
| 711 GRAND AVENUE SUITE 200 | SAN RAFAEL | CA | 94901 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $10,000 |
| BLINK NOW FOUNDATION | |||||||
| PO BOX 453 | MENDHAM | NJ | 07945 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $10,000 |
| BOSTON UNIVERSITY CENTER FOR ANTIRACIST RESEARCH | |||||||
| 595 COMMONWEALTH AVE STE 700 | BOSTON | MA | 02215 | PC | GENERAL GIFT | $10,000 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NEM STE 400 | WASHINGTON | DC | 20002 | PC | GENERAL GIFT | $2,500 | |
| BREARLEY SCHOOL | |||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | PC | ANNUAL CONTRIBUTION | $3,500 | |
| BROOKLYN COMMUNITY FUND | |||||||
| 1000 DEAN ST 307 | BROOKLYN | NY | 11238 | PC | GENERAL GIFT | $10,000 | |
| BRYN MAWR COLLEGE | |||||||
| 101 NORTH MERION AVENUE | BRYN MAWR | PA | 19010 | PC | ANNUAL CONTRIBUTION | $20,000 | |
| BUSINESS OF SPORTS SCHOOL FRIENDS OF | |||||||
| 439 W 49TH STREET | NEW YORK | NY | 10019 | NONE | PC | EDUCATIONAL SUPPORT | $46,000 |
| CASA DE SALUD | |||||||
| 3200 CHOTEAU AVENUE | ST LOUIS | MO | 63103 | NONE | PC | HEALTH & WELLNESS SUPPORT | $5,000 |
| CENTER FOR HEARING AND SPEECH | |||||||
| 9835 MANCHESTER ROAD | ST LOUIS | MO | 63119 | NONE | PC | ANNUAL CONTRIBUTION | $2,000 |
| CENTER OF CREATIVE ARTS (COCA) | |||||||
| 524 TRINITY AVE | ST LOUIS | MO | 63130 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $10,000 |
| CHILMARK FREE PUBLIC LIBRARY | |||||||
| 522 S ROAD | CHILMARK | MA | 02535 | PC | ANNUAL CONTRIBUTION | $1,000 | |
| CITY ACADEMY | |||||||
| 4175 N KINGSHIGHWAY BLVD | ST LOUIS | MO | 63115 | NONE | PC | CAPITAL CAMPAIGN AND GENERAL GIFT | $55,000 |
| COLLEGIATE SCHOOL OF MEDICINE & BIOSCIENCE | |||||||
| 1547 S THERESA AVE | ST LOUIS | MO | 63104 | PC | ANNUAL CONTRIBUTION | $1,000 | |
| DALTON SCHOOL | |||||||
| 108 E 89TH ST | NEW YORK | NY | 10128 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $5,000 |
| DANFORTH PLANT SCIENCE CENTER | |||||||
| 975 N WARSON ROAD | ST LOUIS | MO | 63132 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 3901 FIELDSTON RD | THE BRONX | NY | 10471 | PC | GENERAL GIFT | $5,000 | |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DRIVE | ST LOUIS | MO | 63112 | NONE | PC | PUBLIC PARK SUPPORT | $5,000 |
| FUND FOR PUBLIC SCHOOLS | |||||||
| 52 CHAMBERS ST | NEW YORK | NY | 10007 | NONE | 501(C)(3) | EDUCATIONAL SUPPORT | $40,000 |
| GEMS WORLD ACADEMY CHICAGO | |||||||
| 350 EAST SOUTH WATER ST | CHICAGO | IL | 60601 | PC | GENERAL GIFT | $5,000 | |
| HAIGHT ASHBURY FOOD PROGRAM | |||||||
| PO BOX 17020 | SAN FRANCISCO | CA | 94117 | NONE | PC | ANNUAL CONTRIBUTION | $3,000 |
| HOLY INFANT CATHOLIC CHURCH | |||||||
| 248 NEW BALLWIN ROAD | BALLWIN | MO | 63021 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $2,000 |
| HORIZONS AT SAN FRANCISCO FRIENDS SCHOOL | |||||||
| 250 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | EDUCATIONAL SUPPORT | $15,000 |
| JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES | |||||||
| 135 W 50TH ST | NEW YORK | NY | 10020 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $20,000 |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL GIFT | $5,000 | |
| JOHN BURROUGHS SCHOOL | |||||||
| 755 S PRICE ROAD | ST LOUIS | MO | 63124 | NONE | PC | EDUCATIONAL AND BUILDING SUPPORT | $510,000 |
| LIVING EARTH COLLABORATIVE - WASHINGTON UNIVERSITY | |||||||
| 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | PC | GENERAL GIFT | $225,000 | |
| LOVELAND FOUNDATION | |||||||
| 320 7TH AVENUE 263 | BROOKLYN | NY | 11215 | PC | GENERAL GIFT | $5,000 | |
| MAKE THE ROAD NY | |||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | PC | GENERAL GIFT | $10,000 | |
| MANHATTAN EYE EAR AND THROAT HOSPITAL | |||||||
| 210 E 64TH ST | NEW YORK | NY | 10065 | PC | GENERAL GIFT | $20,000 | |
| MARTHA'S VINEYARD HEBREW CENTER | |||||||
| 130 CENTER ST | VINEYARD HAVEN | MA | 02568 | PC | GENERAL GIFT | $20,000 | |
| MARTHA'S VINEYARD HOSPITAL | |||||||
| 1 HOSPITAL ROAD | OAK BLUFFS | MA | 02557 | PC | ANNUAL CONTRIBUTION | $2,500 | |
| MARTHA'S VINEYARD MUSEUM | |||||||
| 59 SCHOOL ST | EDGARTOWN | MA | 02539 | NONE | PC | ANNUAL CONTRIBUTION | $30,000 |
| MARTHA'S VINEYARD PLAYHOUSE | |||||||
| 24 CHURCH ST | VINEYARD HAVEN | MA | 02568 | PC | ANNUAL CONTRIBUTION | $20,000 | |
| MARTHA'S VINEYARD PRESERVATION TRUST | |||||||
| 99 MAIN ST | EDGARTOWN | MA | 02539 | PC | ANNUAL CONTRIBUTION | $1,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PC | EDUCATIONAL SUPPORT, REHAB OF NEWMAN LAB | $400,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | MEDICAL SUPPORT | $5,000 |
| MIRIAM FOUNDATION | |||||||
| 501 BACON AVE | WEBSTER GROVES | MO | 63119 | NONE | PC | CAPITAL CAMPAIGN CONTRIBUTION | $5,000 |
| MISSOURI BAPTIST MEDICAL CENTER | |||||||
| 3015 N BALLAS ROAD | ST LOUIS | MO | 63131 | NONE | PC | MEDICAL SUPPORT | $10,000 |
| MISSOURI BOTANICAL GARDEN | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | EDUCATIONAL SUPPORT | $170,000 |
| MISSOURI HISTORY MUSEUM | |||||||
| 5700 LINDELL BLVD | ST LOUIS | MO | 63112 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| 5 EAST 98TH ST | NEW YORK | NY | 10029 | NONE | PC | MEDICAL SUPPORT | $10,000 |
| MOUNTAIN SCHOOL | |||||||
| 151 MOUNTAIN SCHOOL RD | VERSHIRE | VT | 05079 | NONE | PC | ANNUAL CONTRIBUTION | $2,500 |
| MUDDY PAWS RESCUE | |||||||
| 195 AVENUE A | NEW YORK | NY | 10009 | PC | GENERAL GIFT | $5,000 | |
| NAACP LEGAL DEFENSE FUND | |||||||
| 40 RECTOR ST 5TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL GIFT | $500 | |
| NATIONAL EATING DISORDERS ASSOCIATION | |||||||
| 1500 BROADWAY SUITE 1101 | NEW YORK | NY | 10036 | PC | ANNUAL CONTRIBUTION | $2,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVE NW SUITE 1100 | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $10,000 |
| NATIVE AMERICAN RIGHTS FUND | |||||||
| 1506 BROADWAY | BOULDER | CO | 80302 | PC | GENERAL GIFT | $5,000 | |
| NATURE CONSERVANCY | |||||||
| 2816 SUTTON BLVD 2 | ST LOUIS | MO | 63143 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $10,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTH BLVD | BRONX | NY | 10458 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $75,000 |
| NIGHTINGALE-BAMFORD SCHOOL | |||||||
| 20 E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| NINE NETWORK OF PUBLIC MEDIA | |||||||
| 3655 OLIVE STREET | ST LOUIS | MO | 63108 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| PAIDEAI SCHOOL | |||||||
| 2017 LINTON AVE | ST LOUIS | MO | 63107 | PC | ANNUAL CONTRIBUTION | $10,000 | |
| PARK CHILDREN'S DAY SCHOOL | |||||||
| 4 WEST 76TH ST | NEW YORK | NY | 10023 | NONE | PC | ANNUAL CONTRIBUTION | $5,000 |
| PEN AMERICA | |||||||
| 588 BROADWAY STE 303 | NEW YORK | NY | 10012 | PC | GENERAL CONTRIBUTION | $500 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | NONE | PC | MEDICAL SUPPORT | $13,000 |
| PLAY SMART LITERACY | |||||||
| 9901 S WESTERN AVENUE | CHICAGO | IL | 60655 | PC | GENERAL CONTRIBUTION | $10,000 | |
| RADIO ARTS FOUNDATION | |||||||
| 7711 CARONDELET AVE 302 | ST LOUIS | MO | 63105 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $2,000 |
| RANKEN JORDAN HOSPITAL | |||||||
| 11365 DORSETT ROAD | MARYLAND HEIGHTS | MO | 63043 | PC | ANNUAL CONTRIBUTION | $5,000 | |
| RATTLESTICK PLAYWRIGHTS THEATRE | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | PC | ANNUAL CONTRIBUTION | $10,000 | |
| REFUGEE AND IMMIGRANT CENTER | |||||||
| 2511 N LOOP 1604 E SUITE 102 | SAN ANTONIO | TX | 78258 | PC | ANNUAL CONTRIBUTION | $26,000 | |
| ROOSEVELT UNIVERSITY | |||||||
| 430 S MICHEGAN AVENUE | CHICAGO | IL | 60605 | PC | GENERAL CONTRIBUTION | $10,000 | |
| SAINT LOUIS ART MUSEUM | |||||||
| 1 FINE ARTS DRIVE | ST LOUIS | MO | 63110 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $10,000 |
| SAINT LOUIS SCIENCE CENTER | |||||||
| 5050 OAKLAND AVE | ST LOUIS | MO | 63110 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| SAINT LOUIS UNIVERSITY | |||||||
| 1 NORTH GRAND | ST LOUIS | MO | 63103 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| SAINT LOUIS ZOO | |||||||
| 1 GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | PC | GENERAL CONTRIBUTION | $6,000 | |
| ST LOUIS CHILDREN'S HOSPITAL | |||||||
| 1 CHILDRENS PLACE | ST LOUIS | MO | 63110 | NONE | PC | MEDICAL SUPPORT | $10,000 |
| ST LOUIS PUBLIC RADIO | |||||||
| 3651 OLIVE STREET | ST LOUIS | MO | 63108 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| ST LOUIS SYMPHONY | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $10,000 |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | PC | ANNUAL CONTRIBUTION | $2,500 | |
| TEMPLE EMANUEL | |||||||
| 12166 CONWAY RD | ST LOUIS | MO | 63141 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| THE KAPLAN CENTER | |||||||
| 6829 ELM ST | MCLEAN | VA | 22101 | PC | ANNUAL CONTRIBUTION | $10,000 | |
| THE MAGIC HOUSE | |||||||
| 516 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| THE MUNY | |||||||
| 1 THEATRE DRIVE | ST LOUIS | MO | 63112 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $160,000 |
| THE SCHOLARSHIP FOUNDATION OF ST LOUIS | |||||||
| 8215 CLAYTON ROAD | CLAYTON | MO | 63117 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | PC | ANNUAL CONTRIBUTION | $5,000 | |
| THEATER MASTERS | |||||||
| PO BOX 899 | ASPEN | CO | 81612 | NONE | PC | ANNUAL CONTRIBUTION | $5,000 |
| UJA - FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | GENERAL CONTRIBUTION | $10,000 | |
| UNITED WAY OF GREATER ST LOUIS | |||||||
| 910 N 11TH STREET | ST LOUIS | MO | 63101 | NONE | PC | HEALTH & WELLNESS SUPPORT | $10,000 |
| UNITY LUTHERAN CHRISTIAN ELEMENTARY SCHOOL | |||||||
| 4200 CASEYVILLE AVE | EAST ST LOUIS | IL | 62204 | NONE | PC | EDUCATIONAL SUPPORT | $500 |
| URBAN GATEWAYS | |||||||
| 100 S STATE ST | CHICAGO | IL | 60606 | PC | ANNUAL CONTRIBUTION | $10,000 | |
| WASHINGTON UNIVERSITY | |||||||
| 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | NONE | PC | EDUCATIONAL SUPPORT, COVID RESEARCH, TOWER | $1,472,500 |
| WEBSTER UNIVERSITY | |||||||
| 470 E LOCKWOOD AVE | WEBSTER GROVES | MO | 63119 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| WOMEN'S REFUGEE COMMISSION | |||||||
| 15 W 37TH ST | NEW YORK | NY | 10018 | PC | ANNUAL CONTRIBUTION | $15,000 | |
| WOODLANDS ACADEMY OF SACRED HEART | |||||||
| 760 E WESTLEIGH RD | LAKE FOREST | IL | 60045 | PC | GENERAL CONTRIBUTION | $10,000 | |
| WORLD PEDIATRIC PROJECT | |||||||
| 755 S NEW BALLAS ROAD 140 | ST LOUIS | MO | 63141 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,567,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $449,348 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,739,131 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,448 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $773,328 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,984,255 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,984,255 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50376 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,395,115 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THIS ORGANIZATION ELECTS TO HAVE THE EXCESS CONTRIBUTIONS FROM 2016 APPLIED TO THE PRIOR YEAR UNDISTRIBUTED INCOME BECAUSE THESE CONTRIBUTIONS WERE USED TO SATISFY THIS UNDER THE 90 DAY RULE. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH INVESTMENTS | FMV | $6,010,917 | $6,010,917 |
| CHARLES SCHWAB INVESTMENTS - 6693 | FMV | $55,523,663 | $55,523,663 |
| CHARLES SCHWAB INVESTMENTS - 9250 | FMV | $20,491,046 | $20,491,046 |
| CHARLES SCHWAB INVESTMENTS - 9761 | FMV | $9,831,004 | $9,831,004 |
| CHARLES SCHWAB INVESTMENTS - 3552 | FMV | $6,254,678 | $6,254,678 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $21,592 | $21,592 | $21,592 |
| OTHER INCOME | $856 | $856 | $856 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $8,413,731 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $272,331 | $272,331 | $0 |
| BANK FEES | $30 | $30 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY | BusinessNameLine1Txt |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $28,476 | $28,476 | $0 |
| FEDERAL EXCISE TAX PAID | $39,315 | $0 | $0 |
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