ERIC P AND EVELYN NEWMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ERIC P AND EVELYN NEWMAN CHARITABLE FOUNDATION (EIN 46-3396538)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-04
- IRS object ID
- 201920639349100602
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-04T11:14:38-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-02-27 | 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 | 2019-02-27 | IPDt |
| IP Tm | 06:54:53 | 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 | 2018 | 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 | $77,233,642 | 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 | $6,742,414 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $409,230 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $409,230 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,344,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,344,110 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $729,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,561,365 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $729,154 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,116 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,116 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,239,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,496,610 | 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 | $34,773 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $17,386 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,387 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,863 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,863 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $279,897 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $279,897 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,059 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,654 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,507 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,254 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $970 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $970 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $378,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $343,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,387 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,647,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,647,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,025,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $343,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,664,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,213,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,153,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,659,894 | CashBOYAmt |
| Cash EOY | $326,839 | CashEOYAmt |
| Cash EOYFMV | $326,839 | CashEOYFMVAmt |
| Other Investments BOY | $73,637,643 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,906,803 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $76,906,803 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $79,297,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,233,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,233,642 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $79,297,537 | RetainedEarningBOYAmt |
| Retained Earning EOY | $77,233,642 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,297,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,233,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,297,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,233,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,297,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,213,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $84,510,992 | SubtotalAmt |
| Other Decreases | $7,277,350 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $77,233,642 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50000 SHS MATTEL INC | 2015-09-09 | 2018-11-21 | $49,120 | $51,228 | -$2,108 | -$2,108 | |
| 150000 SHS L-3 COMMUN CORP | 2015-09-04 | 2018-07-06 | $154,572 | $154,572 | $0 | $0 | |
| 1716.474 SHS ASG MGD FUTURES | 2018-11-07 | $14,899 | $17,014 | -$2,115 | -$2,115 | ||
| 9000.451 SHS AQR MULTI STRATEGY ALT FD | 2017-12-20 | 2018-11-15 | $70,384 | $81,994 | -$11,610 | -$11,610 | |
| 136460.258 SHS ASG MGD FUTURES STRATEGY FD | 2018-11-07 | $1,184,475 | $1,536,176 | -$351,701 | -$351,701 | ||
| 136461.401 SHS AQR MDG FUTURES STRATEGY | 2018-11-15 | $1,159,922 | $1,398,565 | -$238,643 | -$238,643 | ||
| 108247.341 SHS AQR MULTI STRATEGY ALT FD | 2018-11-15 | $846,494 | $1,066,984 | -$220,490 | -$220,490 | ||
| 500000 SHS US TREASURY | 2018-08-09 | $500,000 | $500,000 | $0 | $0 | ||
| 250000 SHS ALLY BANK SANDY | 2015-07-01 | 2018-07-09 | $250,000 | $250,000 | $0 | $0 | |
| 250000 SHS CAPITAL ONE BANK | 2015-07-01 | 2018-07-09 | $250,000 | $250,000 | $0 | $0 | |
| 250000 SHS TIAA FSB | 2015-07-01 | 2018-07-09 | $250,000 | $250,000 | $0 | $0 | |
| 250000 SHS AMERICAN EXPRESS | 2015-07-14 | 2018-07-23 | $250,000 | $250,000 | $0 | $0 | |
| 11547.344 SHS AQR MGD FUTURES STRATEGY FD | 2018-06-07 | $100,000 | $131,597 | -$31,597 | -$31,597 | ||
| 5813.953 SHS AQR MDG FUTURES STRATEGY FD | 2015-05-04 | 2018-06-25 | $50,000 | $65,071 | -$15,071 | -$15,071 | |
| 500000 SHS US TREASURY | 2018-05-03 | $500,000 | $500,000 | $0 | $0 | ||
| 8000 SHS CYPRESS SEMICONDUCTOR | 2017-11-07 | 2018-10-03 | $115,710 | $133,210 | -$17,500 | -$17,500 | |
| 4550 SHS DOW DUPONT | 2018-09-04 | $316,675 | $235,843 | $80,832 | $80,832 | ||
| 3950 SHS METLIFE INC | 2018-08-13 | $175,722 | $190,585 | -$14,863 | -$14,863 | ||
| 3820 SHS SOUTHERN CO | 2018-08-27 | $170,221 | $166,872 | $3,349 | $3,349 | ||
| 2950 SHS INTEL CORP | 2018-07-02 | $146,330 | $101,495 | $44,835 | $44,835 | ||
| 8180 SHS GE | 2018-07-24 | $106,358 | $222,565 | -$116,207 | -$116,207 | ||
| 690 SHS LOCKHEED MARTIN | 2018-06-26 | $206,395 | $116,940 | $89,455 | $89,455 | ||
| 3730 SHS MAXIM INTEGRATED PRO | 2018-04-30 | $202,505 | $116,575 | $85,930 | $85,930 | ||
| 2430 SHS JOHNSON & JOHNSON | 2018-04-20 | $308,080 | $250,004 | $58,076 | $58,076 | ||
| 1890 SHS UPS | 2018-03-22 | $200,153 | $188,734 | $11,419 | $11,419 | ||
| 1250 SHS MCDONALDS | 2015-10-23 | 2018-02-06 | $201,353 | $140,445 | $60,908 | $60,908 | |
| 280 SHS BOEING | 2017-02-07 | 2018-02-12 | $94,438 | $46,544 | $47,894 | $47,894 | |
| 210 SHS MURPHY USA INC | 2017-01-18 | 2018-11-14 | $16,710 | $13,083 | $3,627 | $3,627 | |
| 5725 SHS SCH TREAS OBLIGATION | 2018-12-19 | $5,725 | $5,725 | $0 | $0 | ||
| 90485 SHS SCH TREAS OBLIGATION | 2018-12-28 | $90,485 | $90,485 | $0 | $0 | ||
| 1700 SHS BAXTER INTL | 2015-11-02 | 2018-11-01 | $106,356 | $64,086 | $42,270 | $42,270 | |
| 2500 SHS BAXTER INTL | 2016-02-04 | 2018-11-01 | $156,405 | $95,925 | $60,480 | $60,480 | |
| 6550 SHS DOW DUPONT | 2018-09-04 | $455,872 | $330,122 | $125,750 | $125,750 | ||
| 4250 SHS PENTAIR PLC | 2016-05-26 | 2018-07-26 | $183,654 | $172,467 | $11,187 | $11,187 | |
| 3100 SHS SCHLUMBERGER | 2018-06-18 | $206,706 | $292,616 | -$85,910 | -$85,910 | ||
| 9050 SHS TERADYNE INC | 2017-08-23 | 2018-04-27 | $301,456 | $314,660 | -$13,204 | -$13,204 | |
| 5850 SHS RESTAURANTS BRANDS | 2018-05-23 | $334,735 | $379,246 | -$44,511 | -$44,511 | ||
| 1740 SHS REDHAT INC | 2018-05-22 | $282,319 | $137,380 | $144,939 | $144,939 | ||
| 6400 SHS LINCOLN NATIONAL | 2018-04-12 | $443,197 | $352,731 | $90,466 | $90,466 | ||
| 1750 SHS VMWARE INC | 2017-09-05 | 2018-03-05 | $203,267 | $187,114 | $16,153 | $16,153 | |
| 1760 SHS WYNN RESORTS | 2018-02-01 | $297,032 | $158,229 | $138,803 | $138,803 | ||
| 18050 ON SEMICONDUCTOR | 2018-02-12 | $382,745 | $230,767 | $151,978 | $151,978 | ||
| 3650 SHS CELGENE CORP | 2018-01-02 | $387,228 | $464,327 | -$77,099 | -$77,099 | ||
| 2550 SHS SKYWORKS SOLUTIONS | 2018-01-02 | $248,578 | $130,235 | $118,343 | $118,343 | ||
| CAPITAL GAINS DIVIDENDS | $585,089 | $585,089 | $585,089 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $729,154 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,234,395 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $70,594,188 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,540,194 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $63,479,713 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040016 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,377,016 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $58,081,794 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023708 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $233,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,434,122 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.008818 | DistributionYr4Rt |
| Total Distribution | 0.118359 | TotalDistributionRt |
| Average Distribution | 0.029590 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $78,705,648 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,328,900 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,536 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,350,436 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,664,887 | 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 | $21,536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,896 | 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 |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| 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 | $79,442,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,586 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,904,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,904,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,198,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,705,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,935,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,935,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,536 | TotalTaxAmt |
| Distributable Before Adj | $3,913,746 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,913,746 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,913,746 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,664,887 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,664,887 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $21,536 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,643,351 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,913,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,456,094 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,664,887 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,456,094 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $208,793 | 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 | $3,704,953 | 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 (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 122 EAST 66TH STREET FOUNDATION | ||||||||||
| 122 E 66TH ST | NEW YORK | NY | 10065 | NONE | 501(C)(3) | 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 | $860,000 | |||
| 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 | $5,000 | |||
| BOSTON COLLEGE | ||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | PC | EDUCATIONAL SUPPORT | $2,000 | |||
| BOSTON HOUSE | ||||||||||
| 229 KENT ST | BROOKLINE | MA | 02446 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $2,000 | |||
| CASA DE SALUD | ||||||||||
| 3200 CHOTEAU AVENUE | ST LOUIS | MO | 63103 | NONE | PC | HEALTH & WELLNESS SUPPORT | $5,000 | |||
| CENTER OF CREATIVE ARTS (COCA) | ||||||||||
| 524 TRINITY AVE | ST LOUIS | MO | 63130 | NONE | 501(C)(3) | EDUCATIONAL SUPPORT | $10,000 | |||
| CITY ACADEMY | ||||||||||
| 4175 N KINGSHIGHWAY BLVD | ST LOUIS | MO | 63115 | NONE | PC | EDUCATIONAL SUPPORT | $105,000 | |||
| 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 | |||
| 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 | $30,000 | |||
| HOLY INFANT SCHOOL | ||||||||||
| 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 | $10,000 | |||
| JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES | ||||||||||
| 135 W 50TH ST | NEW YORK | NY | 10020 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $11,000 | |||
| JOHN BURROUGHS SCHOOL | ||||||||||
| 755 S PRICE ROAD | ST LOUIS | MO | 63124 | NONE | PC | EDUCATIONAL SUPPORT | $510,000 | |||
| MARTHA'S VINEYARD MUSEUM | ||||||||||
| 59 SCHOOL ST | EDGARTOWN | MA | 02539 | NONE | PC | ANNUAL CONTRIBUTION | $25,000 | |||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PC | EDUCATIONAL SUPPORT | $100,000 | |||
| 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 BOTANICAL GARDEN | ||||||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | EDUCATIONAL SUPPORT | $60,000 | |||
| 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 | |||
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||||
| 2600 VIRGINIA AVE NW SUITE 1100 | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | ANNUAL CONTRIBUTION | $10,000 | |||
| 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 | $50,000 | |||
| 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 | |||
| PLANNED PARENTHOOD - MARGARET SANGER HEALTH CENTER | ||||||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | NONE | PC | MEDICAL SUPPORT | $10,000 | |||
| RADIO ARTS FOUNDATION | ||||||||||
| 7711 CARONDELET AVE 302 | ST LOUIS | MO | 63105 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $2,000 | |||
| RANKEN TECHNICAL COLLEGE | ||||||||||
| 4431 FINNEY AVE | ST LOUIS | MO | 63113 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |||
| 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 | |||
| 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 | |||
| TEMPLE EMANUEL | ||||||||||
| 12166 CONWAY RD | ST LOUIS | MO | 63141 | NONE | 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 | $110,000 | |||
| THE SCHOLARSHIP FOUNDATION OF ST LOUIS | ||||||||||
| 8215 CLAYTON ROAD | CLAYTON | MO | 63117 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 | |||
| UNITED WAY OF GREATER ST LOUIS | ||||||||||
| 910 N 11TH STREET | ST LOUIS | MO | 63101 | NONE | PC | HEALTH & WELLNESS SUPPORT | $10,000 | |||
| WASHINGTON UNIVERSITY | ||||||||||
| 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | NONE | PC | EDUCATIONAL SUPPORT | $1,120,000 | |||
| WEBSTER UNIVERSITY | ||||||||||
| 470 E LOCKWOOD AVE | WEBSTER GROVES | MO | 63119 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 | |||
| ACLU FOUNDATION | ||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | ANNUAL CONTRIBUTION | $25,000 | ||||
| BREARLEY SCHOOL | ||||||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | PC | ANNUAL CONTRIBUTION | $3,500 | ||||
| BROOKLYN COMMUNITY BAIL FUND | ||||||||||
| 195 MONTAGUE ST STE 1414 | NEW YORK | NY | 11201 | PC | ANNUAL CONTRIBUTION | $10,000 | ||||
| BRYN MAWR COLLEGE | ||||||||||
| 101 NORTH MERION AVENUE | BRYN MAWR | PA | 19010 | PC | ANNUAL CONTRIBUTION | $20,000 | ||||
| CHILMARK FREE PUBLIC LIBRARY | ||||||||||
| 522 S ROAD | CHILMARK | MA | 02535 | PC | ANNUAL CONTRIBUTION | $1,000 | ||||
| COLLEGIATE SCHOOL OF MEDICINE & BIOSCIENCE | ||||||||||
| 1547 S THERESA AVE | ST LOUIS | MO | 63104 | PC | ANNUAL CONTRIBUTION | $10,000 | ||||
| COMMON CAUSE EDUCATION FUND | ||||||||||
| 805 15TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | PC | ANNUAL CONTRIBUTION | $25,000 | ||||
| FRIENDS OF BOSS INC | ||||||||||
| PO BOX 1345 | BOULDER | UT | 84716 | PC | ANNUAL CONTRIBUTION | $30,000 | ||||
| GIVE DIRECTLY | ||||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | PC | ANNUAL CONTRIBUTION | $5,000 | ||||
| HAITICHILDREN | ||||||||||
| 1101 VILLAGE ROAD SUITE LL4D | CARBONDALE | CO | 81623 | PC | ANNUAL CONTRIBUTION | $5,000 | ||||
| HER FUTURE COALITION | ||||||||||
| PO BOX 3403 | ST AUGUSTINE | FL | 32085 | PC | ANNUAL CONTRIBUTION | $10,000 | ||||
| HERSCHEL GIRLS SCHOOL | ||||||||||
| PC | ANNUAL CONTRIBUTION | $5,000 | 21 HERSCHEL ROAD | CAPETOWN | SF | |||||
| MARTHA'S VINEYARD HOSPITAL | ||||||||||
| 1 HOSPITAL ROAD | OAK BLUFFS | MA | 02557 | PC | ANNUAL CONTRIBUTION | $2,500 | ||||
| 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 | ||||
| MISSOURI BAPTIST CHILDREN'S HOME | ||||||||||
| 11300 ST CHARLES ROCK RD | BRIDGETON | MO | 63044 | PC | ANNUAL CONTRIBUTION | $10,000 | ||||
| MISSOURI HISTORICAL SOCIETY | ||||||||||
| 5700 LINDELL BLVD | ST LOUIS | MO | 63112 | PC | ANNUAL CONTRIBUTION | $50,000 | ||||
| NATIONAL EATING DISORDERS ASSOCIATION | ||||||||||
| 1500 BROADWAY SUITE 1101 | NEW YORK | NY | 10036 | PC | ANNUAL CONTRIBUTION | $2,000 | ||||
| PAIDEAI SCHOOL | ||||||||||
| 2017 LINTON AVE | ST LOUIS | MO | 63107 | PC | ANNUAL CONTRIBUTION | $10,000 | ||||
| RAICES | ||||||||||
| 2511 N LOOP 1604 E SUITE 102 | SAN ANTONIO | TX | 78258 | PC | ANNUAL CONTRIBUTION | $25,000 | ||||
| RANKEN JORDAN HOSPITAL | ||||||||||
| 11365 DORSETT ROAD | MARYLAND HEIGHTS | MO | 63043 | PC | ANNUAL CONTRIBUTION | $1,000 | ||||
| RATTLESTICK PLAYWRIGHTS THEATRE | ||||||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | PC | ANNUAL CONTRIBUTION | $10,000 | ||||
| STOKED MENTORING | ||||||||||
| 68 JAY ST ROOM 425 | BROOKLYN | NY | 11201 | PC | ANNUAL CONTRIBUTION | $5,000 | ||||
| STUDENT LEADERSHIP NETWORK | ||||||||||
| 322 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | PC | ANNUAL CONTRIBUTION | $2,500 | ||||
| THE FLORENCE PROJECT | ||||||||||
| PO BOX 654 | FLORENCE | AZ | 85132 | PC | ANNUAL CONTRIBUTION | $10,000 | ||||
| THE KAPLAN CENTER | ||||||||||
| 6829 ELM ST | MCLEAN | VA | 22101 | PC | ANNUAL CONTRIBUTION | $10,000 | ||||
| THE TREVOR PROJECT | ||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | PC | ANNUAL CONTRIBUTION | $10,000 | ||||
| URBAN GATEWAYS | ||||||||||
| 100 S STATE ST | CHICAGO | IL | 60606 | PC | ANNUAL CONTRIBUTION | $50,000 | ||||
| WOMEN'S REFUGEE COMMISSION | ||||||||||
| 15 W 37TH ST | NEW YORK | NY | 10018 | PC | ANNUAL CONTRIBUTION | $15,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,647,500 | 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 | $409,230 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,344,110 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $729,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,496,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,496,610 | 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 | $6,742,414 | 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 | $3,863 | Amt |
| Net Investment Income | $3,863 | 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 | $4,441,010 | $4,441,010 |
| CHARLES SCHWAB INVESTMENTS - 6693 | FMV | $47,304,210 | $47,304,210 |
| CHARLES SCHWAB INVESTMENTS - 9250 | FMV | $12,387,546 | $12,387,546 |
| CHARLES SCHWAB INVESTMENTS - 9761 | FMV | $8,144,599 | $8,144,599 |
| CHARLES SCHWAB INVESTMENTS - 3552 | FMV | $4,629,438 | $4,629,438 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $7,277,350 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $970 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $970 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $14,116 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,116 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,116 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $279,897 | Amt |
| Net Investment Income | $279,897 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $37,654 | $37,654 | $0 |
| FEDERAL EXCISE TAX PAID | $14,405 | $0 | $0 |
Comments