ERIC P AND EVELYN NEWMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ERIC P AND EVELYN NEWMAN CHARITABLE FOUNDATION (EIN 46-3396538)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201531319349101973
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T15:32:52-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | ERIC P NEWMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3147276400 | PhoneNum |
| Signature | 2015-05-11 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,714,320 | 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 | $46,139,196 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $609,126 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $609,126 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,470 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,712,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,470 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,182 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,182 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $47,020,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $881,778 | 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 |
| Other Prof Fees Rev And Expnss | $77,580 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,580 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,112 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,692 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $233,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $233,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $319,792 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,692 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,701,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $795,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $14,563 | CashEOYAmt |
| Cash EOYFMV | $14,563 | CashEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,699,757 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,699,757 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,714,320 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,714,320 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,714,320 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,714,320 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,714,320 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,701,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,138 | OtherIncreasesAmt |
| Subtotal | $46,714,320 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,714,320 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| HARTFORD SHORT DURATION | P | 2014-07-10 | $4,022,108 | $4,022,138 | -$30 | -$30 | |
| LORD ABBETT SHORT INCM | P | 2014-07-02 | $4,039,043 | $4,046,320 | -$7,277 | -$7,277 | |
| THOMPSON BOND FUND | P | 2014-05-28 | $5,024,984 | $4,974,838 | $50,146 | $50,146 | |
| WEITZ SHORT INTERMEDIATE INCOME FD | P | 2014-05-28 | $4,009,300 | $3,998,256 | $11,044 | $11,044 | |
| ACTAVIS PLC | P | 2014-07-07 | $27 | $27 | $0 | $0 | 2014-06-03 |
| AMERN EAGLE OUTFITRS NEW | P | 2014-11-17 | $45,008 | $42,095 | $2,913 | $2,913 | |
| EXPRESS SCRIPTS HLDG CO | P | 2014-07-10 | $20,398 | $20,834 | -$436 | -$436 | |
| FOREST LABORATORIES | P | 2014-07-01 | $5,198 | $4,508 | $690 | $690 | 2014-06-03 |
| ORACLE CORPORATION | P | 2014-11-10 | $132,059 | $132,063 | -$4 | -$4 | |
| SEVENTY SEVEN ENERGY | P | 2014-07-31 | $1,274 | $1,362 | -$88 | -$88 | |
| SUNTRUST BANKS INC | P | 2014-11-10 | $41,834 | $41,439 | $395 | $395 | |
| UNITED PARCEL SERVICE B CLASS | P | 2014-09-11 | $43,604 | $44,695 | -$1,091 | -$1,091 | |
| SEVENTY SEVEN ENERGY | P | 2014-07-01 | $4 | $4 | $0 | $0 | 2014-06-26 |
| AMERN EAGLE OUTFITRS NEW | P | 2014-11-17 | $54,145 | $49,947 | $4,198 | $4,198 | |
| CALIFORNIA RES CORP | P | 2014-12-04 | $6,232 | $7,493 | -$1,261 | -$1,261 | |
| EXXON MOBIL CORPORATION | P | 2014-09-25 | $52,608 | $55,527 | -$2,919 | -$2,919 | |
| CAPITAL GAINS DIVIDENDS | P | $214,190 | $214,190 | $214,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,470 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,902 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,902 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,902 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $356 | EsPenaltyAmt |
| Tax Due | $16,258 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW E NEWMAN | IndividualWithBooksNm |
| Phone | 3147276400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50376 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC P NEWMAN | ||||||||
| PO BOX 50376 | CLAYTON | MO | 63105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| EVELYN E NEWMAN | ||||||||
| PO BOX 50376 | CLAYTON | MO | 63105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ANDREW E NEWMAN | ||||||||
| PO BOX 50376 | CLAYTON | MO | 63105 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| LINDA N SHAPIRO | ||||||||
| 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 | $26,800,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,836,672 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,836,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $402,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,434,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,321,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,321,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,902 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,902 | TotalTaxAmt |
| Distributable Before Adj | $1,305,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,305,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,305,804 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $233,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $233,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,305,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $233,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $233,100 | 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 | $1,072,704 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS & EDUCATION COUNCIL | |||||||
| 3547 OLIVE ST | ST LOUIS | MO | 63103 | NONE | PC | EDUCATIONAL SUPPORT | $2,500 |
| BARNES JEWISH HOSPITAL | |||||||
| 1 BARNES-JEWISH HOSPITAL PLAZA | ST LOUIS | MO | 63110 | NONE | PC | MEDICAL SUPPORT | $5,000 |
| BUSINESS OF SPORTS SCHOOL | |||||||
| 439 W 49TH STREET | NEW YORK | NY | 10019 | NONE | PC | EDUCATIONAL SUPPORT | $1,000 |
| CASA DE SALUD | |||||||
| 3200 CHOTEAU AVENUE | ST LOUIS | MO | 63103 | NONE | PC | HEALTH & WELLNESS SUPPORT | $2,000 |
| CITY ACADEMY | |||||||
| 4175 N KINGSHIGHWAY BLVD | ST LOUIS | MO | 63115 | NONE | PC | EDUCATIONAL SUPPORT | $2,000 |
| DANFORTH PLANT SCIENCE CENTER | |||||||
| 975 N WARSON ROAD | ST LOUIS | MO | 63132 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DRIVE | ST LOUIS | MO | 63112 | NONE | PC | PUBLIC PARK SUPPORT | $2,000 |
| JOHN BURROUGHS SCHOOL | |||||||
| 755 S PRICE ROAD | ST LOUIS | MO | 63124 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| THE MAGIC HOUSE | |||||||
| 516 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | NONE | PC | EDUCATIONAL SUPPORT | $19,500 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PC | EDUCATIONAL SUPPORT | $100,000 |
| MISSOURI BAPTIST MEDICAL CENTER | |||||||
| 3015 N BALLAS ROAD | ST LOUIS | MO | 63131 | NONE | PC | MEDICAL SUPPORT | $5,000 |
| MISSOURI BOTANICAL GARDEN | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| THE MUNY | |||||||
| 1 THEATRE DRIVE | ST LOUIS | MO | 63112 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $5,000 |
| NINE NETWORK OF PUBLIC MEDIA | |||||||
| 3655 OLIVE STREET | ST LOUIS | MO | 63108 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| RADIO ARTS FOUNDATION | |||||||
| 7711 CARONDELET AVE 302 | ST LOUIS | MO | 63105 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $1,000 |
| RANKEN TECHNICAL COLLEGE | |||||||
| 4431 FINNEY AVE | ST LOUIS | MO | 63113 | NONE | PC | EDUCATIONAL SUPPORT | $2,000 |
| THE SCHOLARSHIP FOUNDATION OF ST LOUIS | |||||||
| 8215 CLAYTON ROAD | CLAYTON | MO | 63117 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| SAINT MARY MAGDALEN CATHOLIC CHURCH | |||||||
| 2618 S BRENTWOOD BLVD | ST LOUIS | MO | 63144 | NONE | PC | EDUCATIONAL SUPPORT | $1,000 |
| SAINT LOUIS ART MUSEUM | |||||||
| 1 FINE ARTS DRIVE | ST LOUIS | MO | 63110 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $5,000 |
| ST LOUIS CHILDREN'S HOSPITAL | |||||||
| 1 CHILDRENS PLACE | ST LOUIS | MO | 63110 | NONE | PC | MEDICAL SUPPORT | $5,000 |
| ST LOUIS PUBLIC RADIO | |||||||
| 3651 OLIVE STREET | ST LOUIS | MO | 63108 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| SAINT LOUIS SCIENCE CENTER | |||||||
| 5050 OAKLAND AVE | ST LOUIS | MO | 63110 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| ST LOUIS SYMPHONY | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | ARTS & ENTERTAINMENT SUPPORT | $5,000 |
| SAINT LOUIS UNIVERSITY | |||||||
| 1 NORTH GRAND | ST LOUIS | MO | 63103 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| SAINT LOUIS ZOO | |||||||
| 1 GOVERNMENT DRIVE | ST LOUIS | MO | 63110 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| UNITED WAY OF GREATER ST LOUIS | |||||||
| 910 N 11TH STREET | ST LOUIS | MO | 63101 | NONE | PC | HEALTH & WELLNESS SUPPORT | $10,000 |
| UNITY LUTHERAN CHRISTIAN ELEMENTARY SCHOOL | |||||||
| 4200 CASEYVILLE AVE | EAST ST LOUIS | IL | 62204 | NONE | PC | EDUCATIONAL SUPPORT | $100 |
| WASHINGTON UNIVERSITY | |||||||
| 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| WEBSTER UNIVERSITY | |||||||
| 470 E LOCKWOOD AVE | WEBSTER GROVES | MO | 63119 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $233,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $609,126 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $270,470 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $881,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $881,778 | 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 | $46,139,196 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Charitable Contributions Detail CharitableContributionsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Gift Purpose | CHARITABLE SUPPORT | GiftPurposeTxt |
| Gift Use | OTHER CHARITABLE ORGANIZATION SUPPORT | GiftUseTxt |
| How Gift Is Held | CASH AND INVESTMENTS | HowGiftIsHeldDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH INVESTMENTS | FMV | $4,040,885 | $4,040,885 |
| CHARLES SCHWAB INVESTMENTS - 6693 | FMV | $32,145,973 | $32,145,973 |
| CHARLES SCHWAB INVESTMENTS - 9250 | FMV | $4,262,270 | $4,262,270 |
| CHARLES SCHWAB INVESTMENTS - 9761 | FMV | $6,250,629 | $6,250,629 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $2,182 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,182 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,182 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $13,138 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $77,580 | Amt |
| Net Investment Income | $77,580 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $9,112 | Amt |
| Net Investment Income | $9,112 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments