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HARRY & MARY NEUMAN FOUNDATION TRUST: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HARRY & MARY NEUMAN FOUNDATION TRUST (EIN 43-6437154)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201543209349103404
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T16:24:07-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

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 ROAD SUITE 800AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436437154EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRY & MARY NEUMAN FOUNDATION CO SANFORD NEUMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone3146226622PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 CARONDELET PLAZA 808AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANFORD NEUMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3146226622PhoneNum
Signature2015-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLENISE MAJOR CPAPreparerPersonNm
PTINP01323251PTIN
Phone3148891100PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$300,296FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,716DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,716DividendsNetInvstIncmAmt
Gross Sales Price$957GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,720TotalRevAndExpnssAmt
Total Net Invst Incm$7,720TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$121TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$436OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$218OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$218OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$557TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$218TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$218TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,557TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$218TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,218TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,837ExcessRevenueOverExpensesAmt
Net Investment Income$7,502NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$38,876SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,994SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,994SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$239,752CorporateStockBOYAmt
Corporate Stock EOY$238,797CorporateStockEOYAmt
Corporate Stock EOYFMV$263,302CorporateStockEOYFMVAmt
Total Assets BOY$278,628TotalAssetsBOYAmt
Total Assets EOY$275,791TotalAssetsEOYAmt
Total Assets EOYFMV$300,296TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$278,628UnrestrictedBOYAmt
Unrestricted EOY$275,791UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$278,628TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$275,791TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$278,628TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$275,791TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$278,628TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,837ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$275,791SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$275,791TotNetAstOrFundBalancesEOYAmt

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
KIMCO ROCP$864$864$0$0
FRONTIER ROCP$93$93$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,540AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$260,553NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044290DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,030AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$240,942NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041628DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,687AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$249,791NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.062801DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,551AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$240,696NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064608DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,514AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$225,632NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.090918DistributionYr5Rt
Total Distribution0.304245TotalDistributionRt
Average Distribution0.060849AverageDistributionRt
Net Vl Noncharitable Assets$292,594NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,804AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$75NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,879AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,218QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$150InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$150SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$150TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$150TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSANFORD S NEUMANIndividualWithBooksNm
Phone3146226622PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1155 CARONDELET PLAZA 808AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SANFORD S NEUMAN
155 CARONDELET PLAZA 808ST LOUISMO63105CO-TRUSTEE1.00$0$0$0
FAYE NEUMAN
7920 TEASDALEST LOUISMO63130CO-TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$258,704AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,346AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$297,050TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$297,050AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,456CashDeemedCharitableAmt
Net Vl Noncharitable Assets$292,594NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,630MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,630MinimumInvestmentReturnAmt
Tax Based On Investment Income$150TaxBasedOnInvestmentIncomeAmt
Total Tax$150TotalTaxAmt
Distributable Before Adj$14,480DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$14,480DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$14,480DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,218ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,218QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,218AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,480DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,404ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,614ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,331ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$16,349TotalExcessDistributionCyovAmt
Qualifying Distributions$10,218QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,218AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,262ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,262ExcessDistributionCyovAppCYAmt
Total Corpus$12,087TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,142ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,945ExcessDistriCyovToNextYrAmt
Excess From Year4$3,614ExcessFromYear4Amt
Excess From Year3$3,331ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HF EPSTEIN HEBREW ACADEMYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11138 NORTH WARSON ROADAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63132ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(C)(3) ORGANIZATIRecipientFoundationStatusTxt
Grant Or Contribution PurposeGIFTGrantOrContributionPurposeTxt
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,716ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,720ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,720TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VERIZON COMMUNICATIONS COM$30,234$33,494
FRONTIER COMMUNICATIONS$2,420$1,781
CENTERPOINT ENERGY INC$5,749$6,560
J P MORGAN & CO INC$12,645$42,805
KIMCO REALTY CORP$63,591$71,046
AT&T INC$5,746$10,413
NRG ENERGY INC NEW/GENON ENERGY INC$1,797$1,213
ALCOA INC$39,718$47,370
BANK OF AMERICA$33,136$14,312
BP PLC$43,761$34,308

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PREPARATION FEES$276$138$138
BANK SERVICE FEES$160$80$80

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2013 BALANCE DUECategoryTxt
Amt$121Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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