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HARRY & MARY NEUMAN FOUNDATION TRUST: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HARRY & MARY NEUMAN FOUNDATION TRUST (EIN 43-6437154)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201603199349101240
Schema version
2015v2.1
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)
Return2016-11-14T11:36:52-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 S HANLEY RD STE 800AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436437154EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Harry & Mary Neuman Foundation TrustBusinessNameLine1Txt
Business Name Line2dtd 12/29/1992BusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% SANFORD NEUMANInCareOfNm
Business Name ControlHARRBusinessNameControlTxt
Phone3148891100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O BDO USA LLP 101 S Hanley SuitAddressLine1Txt
CitySaint LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANFORD NEUMANPersonNm
Person TitleTrusteePersonTitleTxt
Phone3148891100PhoneNum
Signature1999-01-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKelli S Lewis CPAPreparerPersonNm
PTINP00121247PTIN
Phone3148891100PhoneNum
Preparation2016-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$274,151FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$157ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,096DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,096DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,352NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,382GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,352CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,609TotalRevAndExpnssAmt
Total Net Invst Incm$9,452TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,590AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$795AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$795AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$150TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$216OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$109OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$109OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,956TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$904TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$904TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,956TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$904TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$12,904TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,347ExcessRevenueOverExpensesAmt
Net Investment Income$8,548NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,994SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$32,325SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$32,325SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$238,797CorporateStockBOYAmt
Corporate Stock EOY$239,119CorporateStockEOYAmt
Corporate Stock EOYFMV$241,826CorporateStockEOYFMVAmt
Total Assets BOY$275,791TotalAssetsBOYAmt
Total Assets EOY$271,444TotalAssetsEOYAmt
Total Assets EOYFMV$274,151TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$275,791UnrestrictedBOYAmt
Unrestricted EOY$271,444UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$275,791TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$271,444TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$275,791TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$271,444TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$275,791TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,347ExcessRevenueOverExpensesAmt
Subtotal$271,444SubtotalAmt
Tot Net Ast Or Fund Balances EOY$271,444TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FRONTIER ROCP$173$103$70$70
KIMCO ROCP$2,209$927$1,282$1,282
FieldValueIRS element (for citing)
Capital Gain Net Income$1,352CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,218AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$292,594NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.034922DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,540AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$260,553NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04429DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,030AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$240,942NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041628DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,687AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$249,791NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062801DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,551AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$240,696NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.064608DistributionYr5Rt
Total Distribution0.248249TotalDistributionRt
Average Distribution0.04965AverageDistributionRt
Net Vl Noncharitable Assets$281,305NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,967AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$85NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$14,052AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,904QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$171InvestmentIncomeExciseTaxAmt
Subtotal$171SubtotalAmt
Tax Based On Investment Income$171TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$171TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SANFORD NEUMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3148891100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O BDO USA LLP 101 S HANLEY STEAddressLine1Txt
CitySt LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SANFORD S NEUMAN
100 South Forsyth StreetSt LouisMO63102CO-TRUSTEE1.0$0
FAYE NEUMAN
100 South Forsyth StreetSt LouisMO63102CO-TRUSTEE1.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$249,155AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,434AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$285,589TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$285,589AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,284CashDeemedCharitableAmt
Net Vl Noncharitable Assets$281,305NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,065MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,065MinimumInvestmentReturnAmt
Tax Based On Investment Income$171TaxBasedOnInvestmentIncomeAmt
Total Tax$171TotalTaxAmt
Distributable Before Adj$13,894DistributableBeforeAdjAmt
Distributable Before Ded$13,894DistributableBeforeDedAmt
Distributable As Adjusted$13,894DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,904ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$12,904QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,904AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,894DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr5$3,614ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,331ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$6,945TotalExcessDistributionCyovAmt
Qualifying Distributions$12,904QualifyingDistributionsAmt
Applied To Current Year$12,904AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$990ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$990ExcessDistributionCyovAppCYAmt
Total Corpus$5,955TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,624ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,331ExcessDistriCyovToNextYrAmt
Excess From Year4$3,331ExcessFromYear4Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HF EPSTEIN HEBREW ACADEMY
1138 NORTH WARSON ROADST LOUISMO63132NONEPCGIFT$5,000
YESHIVAT KADIMAH HIGH SCHOOL
1142 NORTH WARSON ROADST LOUISMO63132NONEPCGIFT$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,096ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,352ExclusionAmt
FieldValueIRS element (for citing)
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,452ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,452TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBDO FEESCategoryTxt
Amt$1,590Amt
Net Investment Income$795NetInvestmentIncomeAmt
Disbursements Charitable Prps$795DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T INC$5,746$10,667
ALOCOA INC$39,718$29,610
BP PLC$43,761$28,134
BANK OF AMERICA$33,136$13,464
CENTERPOINT ENERGY INC$5,749$5,141
FRONTIER COMMUNICATIONS$2,388$1,247
J P MORGAN & CO INC$12,645$45,164
KIMCO REALTY CORP$63,945$74,776
NRG ENERGY INC NEW$1,797$530
VERIZON COMMUNICATIONS INC$30,234$33,093

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE FEES$195$98$98
STIFEL FEES$14$7$7
FEES & PENALTIES$7$4$4

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2014 BALANCE DUECategoryTxt
Amt$150Amt

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