BETA

ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY (EIN 43-6048614)
Tax period
2018-12-01 to 2019-11-30
Filed
2020-03-13
IRS object ID
202020739349100122
Schema version
2018v3.1
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)
Return2020-03-13T20:49:39-05:00ReturnTs
Tax Period End2019-11-30TaxPeriodEndDt

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 Begin2018-12-01TaxPeriodBeginDt

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
Signature2020-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN R WILHELMPreparerPersonNm
PTINP01214093PTIN
Phone3147271155PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,328,150FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,600ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21,582InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,582InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21,582InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$90,004DividendsRevAndExpnssAmt
Dividends Net Invst Incm$90,004DividendsNetInvstIncmAmt
Dividends Adj Net Incm$90,004DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,889,743NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,799,186GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,174CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$2,005,929TotalRevAndExpnssAmt
Total Net Invst Incm$138,760TotalNetInvstIncmAmt
Total Adj Net Incm$111,586TotalAdjNetIncmAmt
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$47,338OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,955OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$11,955OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$35,383OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,151TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$3,270OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$3,270OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$3,270OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$50,190OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$11OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$50,179OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$105,149TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,336TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$16,336TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$85,562TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,563,340ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,668,489TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,336TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$16,336TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$140,562TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$662,560ExcessRevenueOverExpensesAmt
Net Investment Income$122,424NetInvestmentIncomeAmt
Adjusted Net Income$95,250AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$830,546CashBOYAmt
Cash EOY$187,008CashEOYAmt
Cash EOYFMV$187,008CashEOYFMVAmt
Inventories BOY$930InventoriesBOYAmt
Inventories EOY$930InventoriesEOYAmt
Inventories EOYFMV$930InventoriesEOYFMVAmt
Other Investments BOY$2,809,184OtherInvestmentsBOYAmt
Other Investments EOY$3,025,447OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,065,892OtherInvestmentsEOYFMVAmt
Other Assets BOY$304,605OtherAssetsBOYAmt
Other Assets EOY$74,320OtherAssetsEOYAmt
Other Assets EOYFMV$74,320OtherAssetsEOYFMVAmt
Total Assets BOY$3,945,265TotalAssetsBOYAmt
Total Assets EOY$3,287,705TotalAssetsEOYAmt
Total Assets EOYFMV$4,328,150TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
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-$6,757,695RetainedEarningBOYAmt
Retained Earning EOY-$7,415,255RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,945,265TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,287,705TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,945,265TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,287,705TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,945,265TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$662,560ExcessRevenueOverExpensesAmt
Other Increases$5,000OtherIncreasesAmt
Subtotal$3,287,705SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,287,705TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CA INC 3.60%P2015-09-082019-10-16$50,569$50,125$444$444
T ROWE PRICE GROUPP2018-04-302019-02-04$9,449$11,442-$1,993-$1,993
NVENT ELECTRIC PLCP2018-08-072019-02-14$18,401$20,435-$2,034-$2,034
T ROWE PRICE GROUPP2017-08-252019-02-04$18,897$16,793$2,104$2,104
CENTURYLINK INCP2018-08-132019-03-06$13,312$25,085-$11,773-$11,773
OCCIDENTAL PETROL COP2014-03-212019-04-26$2,438$3,646-$1,208-$1,208
OCCIDENTAL PETROL COP2014-09-112019-04-26$19,507$30,360-$10,853-$10,853
OCCIDENTAL PETROL COP2018-02-162019-04-26$10,363$11,661-$1,298-$1,298
3M COP2019-02-142019-05-29$14,605$18,480-$3,875-$3,875
KONTOOR BRANDSP2018-05-102019-05-23$26$24$2$2
KONTOOR BRANDSP2018-05-102019-07-16$1,116$1,175-$59-$59
PFIZER INCP2014-04-072019-09-12$2,047$1,729$318$318
PFIZER INCP2015-08-252019-09-12$186$162$24$24
PFIZER INCP2015-08-252019-09-12$31,268$27,279$3,989$3,989
CISCO SYSTEMSP2017-12-062019-11-05$19,100$14,995$4,105$4,105
JP MORGAN MID CAP VALUEP2018-11-152018-12-18$74,115$85,000-$10,885-$10,885
VANGUARD MID CAP VALUEP2018-12-192019-01-24$75,819$73,741$2,078$2,078
VANGUARD MID CAP VALUEP2018-12-312019-01-24$24$22$2$2
VANGUARD MID CAP VALUEP2018-12-312019-01-24$611$569$42$42
JOHNSON & JOHNSONP2003-12-302019-03-19$21,441$7,963$13,478$13,478
JOHNSON & JOHNSONP2004-02-132019-03-19$20,057$7,946$12,111$12,111
DOW INCP2015-04-202019-04-02$19$17$2$2
CORTEVA INCP2015-04-202019-06-03$9$9$0$0
DUPONT DE NEMOURS INCP2015-04-202019-06-06$24$24$0$0
CORTEVA INCP2014-01-302019-09-17$3,544$2,834$710$710
CORTEVA INCP2014-12-312019-09-17$7,185$5,815$1,370$1,370
CORTEVA INCP2015-04-102019-09-17$3,350$2,884$466$466
CORTEVA INCP2015-04-202019-09-17$1,884$1,663$221$221
DOW INCP2014-01-302019-09-17$5,929$5,534$395$395
DOW INCP2014-12-312019-09-17$12,020$11,355$665$665
DOW INCP2015-04-102019-09-17$5,604$5,632-$28-$28
DOW INCP2015-04-202019-09-17$3,151$3,248-$97-$97
DUPONT DE NEMOURS INCP2014-01-302019-09-17$2,084$1,936$148$148
DUPONT DE NEMOURS INCP2014-01-302019-09-17$6,659$6,186$473$473
DUPONT DE NEMOURS INCP2014-12-312019-09-17$527$495$32$32
DUPONT DE NEMOURS INCP2014-12-312019-09-17$1,365$1,284$81$81
DUPONT DE NEMOURS INCP2014-12-312019-09-17$1,461$1,374$87$87
DUPONT DE NEMOURS INCP2014-12-312019-09-17$7,187$6,756$431$431
DUPONT DE NEMOURS INCP2014-12-312019-09-17$7,186$6,756$430$430
DUPONT DE NEMOURS INCP2015-04-102019-09-17$8,265$8,265$0$0
DUPONT DE NEMOURS INCP2015-04-202019-09-17$4,648$4,766-$118-$118
PFIZER INCP2009-10-142019-09-20$20,416$9,321$11,095$11,095
PFIZER INCP2013-08-262019-09-20$18,176$13,999$4,177$4,177
PFIZER INCP2013-09-122019-09-20$34,700$27,194$7,506$7,506
PFIZER INCP2014-04-072019-09-20$30,661$26,252$4,409$4,409
FieldValueIRS element (for citing)
Capital Gain Net Income$27,174CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$28,438NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$771,870AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,888,272NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.097850DistributionYr1Rt
Adjusted Qlfy Distri Yr2$749,512AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,307,813NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.090218DistributionYr2Rt
Adjusted Qlfy Distri Yr3$571,531AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,691,314NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.074309DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,559,996AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,858,173NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.176108DistributionYr4Rt
Adjusted Qlfy Distri Yr5$567,226AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$16,292,415NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.034815DistributionYr5Rt
Total Distribution0.473300TotalDistributionRt
Average Distribution0.094660AverageDistributionRt
Net Vl Noncharitable Assets$3,924,043NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$371,450AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,224NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$372,674AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$140,562QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,448InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,448SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,448TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,160EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$288TaxDueAmt

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$35,383Expenses1Amt
Description2DEVELOP AND MAINTAIN A DIGITAL ENCYCLOPEDIA AND LIBRARY OF NUMISMATIC MATERIAL AND AN ELECTRONIC PORTAL TO PROVIDE ACCESS TO THESE ITEMS.Description2Txt
Expenses2$25,060Expenses2Amt
Description3HELPING OTHERS DO RESEARCH, STUDY AND PUBLISH ON NUMISMATICS AS WELL AS FURNISHING INFORMATION ON NUMISMATICS TO THOSE REQUESTING IT.Description3Txt
Expenses3$25,119Expenses3Amt
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$3,770,754AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$213,046AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,983,800TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,983,800AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,757CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,924,043NetVlNoncharitableAssetsAmt
Minimum Investment Return$196,202MinimumInvestmentReturnAmt

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$140,562ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$140,562QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$140,562AdjustedQualifyingDistriAmt

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$95,250CurrentYearAmt
Year1$143,839Year1Amt
Year2$138,598Year2Amt
Year3$145,076Year3Amt
Total$522,763TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$80,963CurrentYearAmt
Year1$122,263Year1Amt
Year2$117,808Year2Amt
Year3$123,315Year3Amt
Total$444,349TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$140,562CurrentYearAmt
Year1$774,021Year1Amt
Year2$751,661Year2Amt
Year3$573,474Year3Amt
Total$2,239,718TotalAmt

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$140,562CurrentYearAmt
Year1$774,021Year1Amt
Year2$751,661Year2Amt
Year3$573,474Year3Amt
Total$2,239,718TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Year2$8,599,770Year2Amt
Year3$8,223,121Year3Amt
Total$16,822,891TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Year2$493,038Year2Amt
Year3$650,978Year3Amt
Total$1,144,016TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$130,801CurrentYearAmt
Year1$262,943Year1Amt
Year2$276,927Year2Amt
Year3$256,377Year3Amt
Total$927,048TotalAmt

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 ASSOCIATION
818 NORTH CASCADE AVENUECOLORADO SPRINGSCO80903NONENUMISMATIC SOCIETYGENERAL$50,000
ERIC P AND EVELYN E NEWMAN CHARITABLE FOUNDATION
PO BOX 50376ST LOUISMO63105RELATED ENTITY501(C)(3)ANNUAL CONTRIBUTION$2,508,340
WASHINGTON UNIVERSITY
1 BROOKINGS DRST LOUISMO63130NONE501(C)(3)NON-CASH CONTRIBUTION - SEE ATTACHED FORM 8283$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,563,340TotalGrantOrContriPdDurYrAmt
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$21,582ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$90,004ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion05ExclusionCd
Exclusion$1,889,743ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,001,329ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,001,329TotalIncomeProducingActyAmt

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 (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
COINS SOLDDONATED$2,209,781$243,076$104,136$1,862,569
TABLE DONATEDDONATED$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SECURITIES AND OTHER HOLDINGS - CHARLES SCHWABAT COST$2,272,151$3,269,913
SECURITIES AND OTHER HOLDINGS - MERRILL LYNCHAT COST$753,296$795,979

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNUMISMATIC AND OTHER COLLECTIONSDesc
BOY Book Value$304,605BOYBookValueAmt
EOY Book Value$74,320EOYBookValueAmt
EOYFMV$74,320EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$11$11$11$0
COIN TELEVISION/PORTAL EXPENSES$25,060$0$0$25,060
RESEARCH GRANTS$25,119$0$0$25,119

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON-CASH CONTRIBUTION WITH NO BOOK VALUEDesc
Amt$5,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECURITIES MANAGEMENT FEES$11,955$11,955$11,955$0
CURATORIAL SERVICES$35,383$0$0$35,383

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$2,151Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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