ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY (EIN 43-6048614)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-03-04
- IRS object ID
- 201910639349100006
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-04T11:15:23-06:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431870213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILHELM & WILHELM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 BONHOMME AVE 2001 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631051946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436048614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC P NEWMAN NUMISMATIC EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | SOCIETY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 3147270850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 TOPTON WAY APT 2A | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631051657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW E NEWMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3147270850 | PhoneNum |
| Signature | 2019-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN R WILHELM | PreparerPersonNm |
| PTIN | P01214093 | PTIN |
| Phone | 3147271155 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.53.62.201 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-28 | IPDt |
| IP Tm | 06:37:09 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AF849E41F57E0DC23FD39E00070EBB47A85CD974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F6960570716EB5D0BC05E51F933232A43C5A420 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,663,999 | 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 | $135 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19,449 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,449 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19,449 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $169,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $169,674 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $169,674 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,258,288 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,887,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,269 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $7,447,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,392 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $189,123 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,270 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,270 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,270 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,821 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,932 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $34,932 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,889 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,168 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,168 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $3,168 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,914 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,914 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $94,862 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $181,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $45,284 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,374,074 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $640,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,555,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $45,284 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $774,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,108,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $215,108 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $143,839 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,038 | CashBOYAmt |
| Cash EOY | $830,546 | CashEOYAmt |
| Cash EOYFMV | $830,546 | CashEOYFMVAmt |
| Inventories BOY | $1,546 | InventoriesBOYAmt |
| Inventories EOY | $930 | InventoriesEOYAmt |
| Inventories EOYFMV | $930 | InventoriesEOYFMVAmt |
| Other Investments BOY | $6,429,383 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,809,184 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,527,918 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $491,492 | OtherAssetsBOYAmt |
| Other Assets EOY | $304,605 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $304,605 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,053,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,945,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,663,999 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,702,960 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,702,960 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$3,649,501 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$6,757,695 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,053,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,945,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,053,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,945,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,053,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,108,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,945,265 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,945,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 50000 SHS L-3 COMMUN CORP 5.2% | 2015-09-09 | 2018-07-06 | $51,524 | $51,524 | $0 | $0 |
| 30 SHS BOEING CO | 2017-02-07 | 2018-02-12 | $10,113 | $5,991 | $4,122 | $4,122 |
| 850 SHS CYPRESS SEMICONDUCTOR | 2017-11-07 | 2018-10-03 | $12,294 | $14,158 | -$1,864 | -$1,864 |
| 430 SHS DOW DUPONT INC | 2015-04-20 | 2018-09-04 | $29,927 | $21,450 | $8,477 | $8,477 |
| 770 SHS GE CO | 2012-06-06 | 2018-07-24 | $10,012 | $14,268 | -$4,256 | -$4,256 |
| 250 SHS INTEL CORP | 2016-01-15 | 2018-07-02 | $12,401 | $7,477 | $4,924 | $4,924 |
| 250 SHS JOHNSON & JOHNSON | 2012-04-26 | 2018-04-20 | $31,695 | $16,249 | $15,446 | $15,446 |
| 70 SHS LOCKHEED MARTIN | 2016-05-23 | 2018-06-26 | $20,939 | $16,813 | $4,126 | $4,126 |
| 10 SHS LOCKHEED MARTIN | 2017-01-17 | 2018-06-26 | $2,991 | $2,562 | $429 | $429 |
| 400 SHS MAXIM INTEGRATED | 2016-05-23 | 2018-04-30 | $21,716 | $14,680 | $7,036 | $7,036 |
| 150 SHS MCDONALDS CORP | 2016-05-23 | 2018-02-06 | $24,162 | $18,510 | $5,652 | $5,652 |
| 420 SHS METLIFE INC | 2016-05-23 | 2018-08-13 | $18,684 | $16,780 | $1,904 | $1,904 |
| 100 SHS QUALCOMM INC | 2016-07-21 | 2017-12-06 | $6,494 | $5,861 | $633 | $633 |
| 50 SHS QUALCOMM INC | 2017-01-17 | 2017-12-06 | $3,247 | $3,152 | $95 | $95 |
| 400 SHS SOUTHERN CO | 2016-05-23 | 2018-08-27 | $17,824 | $19,297 | -$1,473 | -$1,473 |
| 50 SHS T ROWE PRICE GROUP | 2017-08-25 | 2018-03-22 | $5,524 | $4,198 | $1,326 | $1,326 |
| 180 SHS UPS | 2013-04-10 | 2018-03-22 | $19,062 | $15,236 | $3,826 | $3,826 |
| MURPHY USA INC | 2014-01-21 | 2018-01-17 | $52,458 | $25,632 | $26,826 | $26,826 |
| BRISTOL MYERS SQUIBB CO | 2014-07-01 | 2018-02-01 | $94,609 | $72,641 | $21,968 | $21,968 |
| MASCO CORP COM | 2015-08-25 | 2018-10-08 | $94,423 | $68,701 | $25,722 | $25,722 |
| GENERAL ELECTRIC CO | 2017-01-04 | 2018-01-24 | $88,431 | $164,685 | -$76,254 | -$76,254 |
| MURPHY USA INC | 2017-01-11 | 2018-01-17 | $430 | $313 | $117 | $117 |
| MARATHON PETE CORP | 2017-02-01 | 2018-02-02 | $116,486 | $81,175 | $35,311 | $35,311 |
| SUPERVALU INC | 2017-10-06 | 2018-06-20 | $11,269 | $11,941 | -$672 | -$672 |
| SUPERVALU INC | 2017-10-06 | 2018-06-21 | $31,128 | $32,349 | -$1,221 | -$1,221 |
| SUPERVALU INC | 2017-10-06 | 2018-07-26 | $35,202 | $23,882 | $11,320 | $11,320 |
| SUPERVALU INC | 2017-10-09 | 2018-07-26 | $30,242 | $19,995 | $10,247 | $10,247 |
| EQT CORP COM | 2018-01-16 | 2018-10-25 | $55,628 | $92,858 | -$37,230 | -$37,230 |
| EQT CORP COM | 2018-02-06 | 2018-10-25 | $7,847 | $11,075 | -$3,228 | -$3,228 |
| TREASURY OBLIGATION | 2018-09-05 | $65,000 | $65,000 | $0 | $0 | |
| TREASURY OBLIGATION | 2018-09-24 | $84,980 | $84,980 | $0 | $0 | |
| 800.285 SHS AQR MGD FUTURES STRAT FD | 2015-03-24 | 2018-11-15 | $6,802 | $9,183 | -$2,381 | -$2,381 |
| 63.173 SHS AQR MGD FUTURES STRAT FD | 2015-12-21 | 2018-11-15 | $537 | $644 | -$107 | -$107 |
| 195.286 SHS AQR MGD FUTURES STRAT FD | 2015-12-21 | 2018-11-15 | $1,660 | $1,990 | -$330 | -$330 |
| 25.037 SHS AQR MGD FUTURES STRAT FD | 2015-12-21 | 2018-11-15 | $213 | $255 | -$42 | -$42 |
| 2358.829 SHS ASG MGD FUTURES STRATEGY | 2016-05-27 | 2018-11-15 | $20,758 | $25,000 | -$4,242 | -$4,242 |
| 225.312 SHS ASG MGD FUTURES STRATEGY | 2016-06-28 | 2018-11-15 | $1,983 | $2,471 | -$488 | -$488 |
| 0.487 SHS ASG MGD FUTURES STRATEGY | 2016-12-28 | 2018-11-15 | $4 | $5 | -$1 | -$1 |
| 1.7 SHS ASG MGD FUTURES STRATEGY | 2017-12-28 | 2018-11-15 | $15 | $18 | -$3 | -$3 |
| 29.633 SHS ASG MGD FUTURES STRATEGY | 2018-04-10 | 2018-11-15 | $261 | $293 | -$32 | -$32 |
| 1.178 SHS ASG MGD FUTURES STRATEGY | 2018-04-10 | 2018-11-15 | $10 | $12 | -$2 | -$2 |
| 115 SHS JOHNSON & JOHNSON | 2004-02-13 | 2018-04-26 | $14,803 | $6,302 | $8,501 | $8,501 |
| 80 SHS JOHNSON & JOHNSON | 2012-04-26 | 2018-04-26 | $10,298 | $5,200 | $5,098 | $5,098 |
| 105 SHS UPS | 2013-04-10 | 2018-03-28 | $10,877 | $8,888 | $1,989 | $1,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,269 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$21,264 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $749,512 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,307,813 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090218 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $571,531 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,691,314 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,559,996 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,858,173 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.176108 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $567,226 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,292,415 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034815 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $165,909 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,805,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.012957 | DistributionYr5Rt |
| Total Distribution | 0.388407 | TotalDistributionRt |
| Average Distribution | 0.077681 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,888,272 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $612,769 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,151 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $614,920 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $774,021 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,151 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,151 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,151 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9 | OverpaymentAmt |
| Applied To ES Tax | $9 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NEWMANMONEYMUSEUM.ORG | WebsiteAddressTxt |
| Individual With Books | ANDREW E NEWMAN | IndividualWithBooksNm |
| Phone | 3147276400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50376 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREW E NEWMAN | ||||||||
| PO BOX 50376 | CLAYTON | MO | 63105 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| LINDA N SCHAPIRO | ||||||||
| PO BOX 50376 | CLAYTON | MO | 63105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BROOKINGS DRIVE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CURATORIAL & TEACHING SERVICES | ServiceTypeTxt |
| Compensation | $37,889 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATION OF NEWMAN MONEY MUSEUM AT FOX ART CENTER AT WASHINGTON UNIVERSITY IN ST LOUIS (FREE TO PUBLIC) | Description1Txt |
| Expenses1 | $37,889 | Expenses1Amt |
| Description2 | DEVELOP AND MAINTAIN A DIGITAL ENCYCLOPEDIA AND LIBRARY OF NUMISMATIC MATERIAL AND AN ELECTRONIC PORTAL TO PROVIDE ACCESS TO THESE ITEMS. | Description2Txt |
| Expenses2 | $592,299 | Expenses2Amt |
| Description3 | HELPING OTHERS DO RESEARCH, STUDY AND PUBLISH ON NUMISMATICS AS WELL AS FURNISHING INFORMATION ON NUMISMATICS TO THOSE REQUESTING IT. | Description3Txt |
| Expenses3 | $140,000 | Expenses3Amt |
| Description4 | RESEARCH AND WRITING BOOKS AND ARTICLES ON THE SUBJECT OF NUMISMATICS | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,580,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $427,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,008,398 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,008,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,888,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $394,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $774,021 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $774,021 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,151 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $771,870 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1985-06-13 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $143,839 | CurrentYearAmt |
| Year1 | $138,598 | Year1Amt |
| Year2 | $145,076 | Year2Amt |
| Year3 | $154,348 | Year3Amt |
| Total | $581,861 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $122,263 | CurrentYearAmt |
| Year1 | $117,808 | Year1Amt |
| Year2 | $123,315 | Year2Amt |
| Year3 | $131,196 | Year3Amt |
| Total | $494,582 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $774,021 | CurrentYearAmt |
| Year1 | $751,661 | Year1Amt |
| Year2 | $573,474 | Year2Amt |
| Year3 | $1,561,898 | Year3Amt |
| Total | $3,661,054 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $774,021 | CurrentYearAmt |
| Year1 | $751,661 | Year1Amt |
| Year2 | $573,474 | Year2Amt |
| Year3 | $1,561,898 | Year3Amt |
| Total | $3,661,054 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $8,599,770 | Year1Amt |
| Year2 | $8,223,121 | Year2Amt |
| Year3 | $8,802,709 | Year3Amt |
| Total | $25,625,600 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $493,038 | Year1Amt |
| Year2 | $650,978 | Year2Amt |
| Year3 | $1,107,422 | Year3Amt |
| Total | $2,251,438 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $262,943 | CurrentYearAmt |
| Year1 | $276,927 | Year1Amt |
| Year2 | $256,377 | Year2Amt |
| Year3 | $295,273 | Year3Amt |
| Total | $1,091,520 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANDREW E NEWMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 50376 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3147276400 | RecipientPhoneNum |
| Recipient Email Address | NEWANDYMAN@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | OPTIONAL WITH APPLICANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN NUMISMATIC ASSOCIATION | |||||||
| 818 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | NUMISMATIC SOCIETY | GENERAL | $50,000 |
| CHICAGO COIN CLUB | |||||||
| PO BOX 2301 | CHICAGO | IL | 60690 | NONE | NUMISMATIC SOCIETY | ONE TIME GIFT | $5,000 |
| EARLY AMERICAN COPPERS | |||||||
| PO BOX 480188 | DELRAY BEACH | FL | 33448 | NONE | NUMISMATIC SOCIETY | ONE TIME GIFT | $5,000 |
| ERIC P AND EVELYN E NEWMAN CHARITABLE FOUNDATION | |||||||
| PO BOX 50376 | ST LOUIS | MO | 63105 | RELATED ENTITY | 501(C)(3) | ANNUAL CONTRIBUTION | $9,734,074 |
| FLORIDA UNITED NUMISMATISTS | |||||||
| PO BOX 276000 | TAMPA | FL | 33688 | NONE | NUMISMATIC SOCIETY | ONE TIME GIFT | $5,000 |
| NUMISMATIC LITERARY GUILD | |||||||
| 1517 STUART DRIVE | NANTICOKE | PA | 18634 | NONE | NUMISMATIC SOCIETY | ONE TIME GIFT | $5,000 |
| SOCIETY OF PAPER MONEY COLLECTORS | |||||||
| 711 SIGNAL MOUNTAIN RD 197 | CHATTANOOGA | TN | 37405 | NONE | NUMISMATIC SOCIETY | ONE TIME GIFT | $5,000 |
| WASHINGTON UNIVERSITY | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | 501(C)(3) | DIRECT EXPENDITURE TO CREATE DIGITAL ENCYCLOPEDIA AND LIBRARY OF NUMISMATIC MATERIAL | $500,000 |
| ILLINOIS NUMISMATIC ASSOCATION | |||||||
| PO BOX 557951 | CHICAGO | IL | 60655 | NUMISMATIC SOCIETY | ONE TIME GIFT | $5,000 | |
| PACIFIC NORTHWEST NUMISMATIC ASSOCATION | |||||||
| 1900 NE 3RD ST STE 106 PMB 361 | BEND | OR | 97701 | NUMISMATIC SOCIETY | ONE TIME GIFT | $5,000 | |
| AMERICAN VECTURIST ASSOCIATION | |||||||
| PO BOX 961207 | BOSTON | MA | 02196 | NUMISMATIC SOCIETY | ONE TIME GIFT | $5,000 | |
| AMERICAN NUMISMATIC SOCIETY | |||||||
| 75 VARICK ST 11TH FLOOR | NEW YORK | NY | 10013 | NUMISMATIC SOCIETY | ONE TIME GIFT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,374,074 | 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 | $19,449 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 05 | ExclusionCd |
| Exclusion | $7,258,288 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,447,411 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,447,411 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | CategoryTxt |
| Amt | $2,540 | Amt |
| Net Investment Income | $1,270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,270 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,270 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| COINS SOLD | DONATED | $7,746,503 | $186,887 | $377,581 | $7,182,035 |
| BOOKS SOLD | DONATED | $5,600 | $616 | $0 | $4,984 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITIES AND OTHER HOLDINGS - CHARLES SCHWAB | AT COST | $2,081,692 | $2,799,499 |
| SECURITIES AND OTHER HOLDINGS - MERRILL LYNCH | AT COST | $727,492 | $728,419 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NUMISMATIC AND OTHER COLLECTIONS | Desc |
| BOY Book Value | $491,492 | BOYBookValueAmt |
| EOY Book Value | $304,605 | EOYBookValueAmt |
| EOYFMV | $304,605 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SAFE DEPOSIT BOX RENTAL | $2,563 | $0 | $0 | $2,563 |
| SECRETARIAL SERVICES | $5,898 | $5,898 | $5,898 | $0 |
| OFFICE EXPENSES | $16 | $16 | $16 | $0 |
| COIN TELEVISION/PORTAL EXPENSES | $92,299 | $0 | $0 | $92,299 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SECURITIES MANAGEMENT FEES | $34,932 | $34,932 | $34,932 | $0 |
| CURATORIAL SERVICES | $37,889 | $0 | $0 | $37,889 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,361 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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