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HARRY & MARY NEUMAN FOUNDATION TRUST: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
HARRY & MARY NEUMAN FOUNDATION TRUST (EIN 43-6437154)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-08-31
IRS object ID
201122439349100402
Schema version
2010v3.4
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)
Timestamp2011-08-31T10:24:29-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1STONE CARLIE AND COMPANY LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1101 S HANLEY ROAD SUITE 800AddressLine1
CityST LOUISCity
StateMOState
ZIP Code63105ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN436437154EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HARRY & MARY NEUMAN FOUNDATION CO SANFORD NEUMANBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHARRNameControl
Phone3148621200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 S HANLEY ROAD NO 1600AddressLine1
CityCLAYTONCity
StateMOState
ZIP Code63105ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSANFORD NEUMANName
TitleTRUSTEETitle
Phone3148621200Phone
Date Signed2011-08-31DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone3148891100Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY267876FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss97InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm97InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss5375DividendsRevAndExpnss
Dividends Net Invst Incm5375DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-1708NetGainSaleAssetsRevAndExpnss
Gross Sales Price620GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss394OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses4158TotalRevenueAndExpenses
Total Net Investment Income5472TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1200AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm600AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps600AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss25TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1225TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm600TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps600TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss15000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps15000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss16225TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm600TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps15600TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-12067ExcessOfRevenueOverExpenses
Net Investment Income4872NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY12979CashBOY
Savings And Temp Cash Invst BOY59195SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY18674SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV18674SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY258235InvestmentsCorpStockBOY
Investments Corp Stock EOY298863InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV249202InvestmentsCorpStockEOYFMV
Total Assets BOY330409TotalAssetsBOY
Total Assets EOY317537TotalAssetsEOY
Total Assets EOYFMV267876TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY330409UnrestrictedBOY
Unrestricted EOY317537UnrestrictedEOY
Total Net Assets BOY330409TotalNetAssetsBOY
Total Net Assets EOY317537TotalNetAssetsEOY
Total Liabilities Net Assets BOY330409TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY317537TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY330409TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-12067ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal318342Subtotal
Other Decreases805OtherDecreases
Total Net Assets Fund Balances EOY317537TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesDate SoldDateSold
KIMCO REALTY CORP ROCP13513500
IDEARCP1715-1715-17152010-09-17
KIMCO REALTY CORP ROCP40740700
FRONTIER COMMS CORPP7772010-07-01
FRONTIER COMMUS CORP ROCP717100
FieldValueIRS element (for citing)
Capital Gain Net Income-1708CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year120514QualifyingDistributionsYear1
Noncharitable Assets Year1225632NoncharitableAssetsYear1
Distribution Ratio Year10.090918DistributionRatioYear1
Qualifying Distributions Year221586QualifyingDistributionsYear2
Noncharitable Assets Year2374982NoncharitableAssetsYear2
Distribution Ratio Year20.057565DistributionRatioYear2
Qualifying Distributions Year31122QualifyingDistributionsYear3
Noncharitable Assets Year3453361NoncharitableAssetsYear3
Distribution Ratio Year30.002475DistributionRatioYear3
Qualifying Distributions Year431572QualifyingDistributionsYear4
Noncharitable Assets Year4377800NoncharitableAssetsYear4
Distribution Ratio Year40.083568DistributionRatioYear4
Qualifying Distributions Year55790QualifyingDistributionsYear5
Noncharitable Assets Year5345185NoncharitableAssetsYear5
Distribution Ratio Year50.016774DistributionRatioYear5
Total Distribution Ratio0.251300TotalDistributionRatio
Average Distribution Ratio0.050260AverageDistributionRatio
Net Noncharitable Assets240696NetNoncharitableAssets
Adjusted Noncharitable Assets12097AdjustedNoncharitableAssets
One Percent Net Investment Income49OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One12146AdjNonchrtblAssetsAndOnePct
Qualifying Distributions15600QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax49InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal49Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income49TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment120EstTaxPaymentsAndOverpayment
Backup Withholding Withheld25BackupWithholdingWithheld
Total Credits And Payments145TotalCreditsAndPayments
Overpayment96Overpayment
Amount Credited To Next Year96AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMOStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameSANFORD S NEUMANBooksInCareOfPersonName
Books In Care Of Phone Number3148621200BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1101 S HANLEY SUITE 1600AddressLine1
CityCLAYTONCity
StateMOState
ZIP Code63105ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
SANFORD S NEUMAN
101 S HANLEY RD STE 1600CLAYTONMO63105CO-TRUSTEE1.00000
FAYE NEUMAN
7920 TEASDALEST LOUISMO63130CO-TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities203722AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances40639AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets244361TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets244361AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3665CashDeemedCharitable
Net Noncharitable Assets240696NetNoncharitableAssets
Minimum Investment Return12035MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return12035MinimumInvestmentReturn
Tax Based On Investment Income49TaxBasedOnInvestmentIncome
Total Tax49TotalTax
Distributable Amount Before Adj11986DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded11986DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted11986DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions15600ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions15600QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm49OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions15551AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted11986DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year412918ExcessDistriCarryoverYear4
Excess Distri Carryover Year23413ExcessDistriCarryoverYear2
Excess Distri Carryover Year19404ExcessDistriCarryoverYear1
Total Excess Distri Carryover25735TotalExcessDistriCarryover
Qualifying Distributions15600QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year11986AppliedToCurrentYear
Remaining Distri From Corpus3614RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus29349TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year29349ExcessDistriCyovToNextYear
Excess From Year412918ExcessFromYear4
Excess From Year23413ExcessFromYear2
Excess From Year19404ExcessFromYear1
Excess From Current Year3614ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AISH HATORAH
457 N WOODS MILL RDCHESTERFIELDMO63017NONE501(C)(3) ORGANIZATIGIFT$5,000
HF EPSTEIN HEBREW ACADEMY
1138 NORTH WARSON ROADST LOUISMO63132NONE501(C)(3) ORGANIZATIGIFT$10,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year15000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$97ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5,375ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$1,708ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionFEDERAL INCOME TAX REFUNDDescription
Related Or Exempt Function Income394RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$3,764ExclusionAmount
Related Or Exempt Function Income394RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4158TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number11ALineNumber
Relationship StatementFEDERAL INCOME TAX REFUNDRelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,200Amount
Net Investment Income600NetInvestmentIncome
Disbursements Charitable Prps600DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (12 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
VERIZON COMMUNICATIONS COM4202339930
FRONTIER COMMUNICATIONS27622598
CENTERPOINT ENERGY INC98567546
J P MORGAN & CO INC1264529015
KIMCO REALTY CORP6639650981
AT&T INC1149318216
GENON ENERGY INC18361440
ALCOA INC3971846170
AMERICAN INTERNATIONAL350452881
BANK OF AMERICA3313610672
FAIRPOINT COMMUNICATIONS1920
BP PLC4376139753

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionPRIOR PERIOD BASIS ADJUSTMENT FOR ROCDescription
Amount$805Amount

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionFEDERAL INCOME TAX REFUNDDescription
Revenue And Expenses Per Books394RevenueAndExpensesPerBooks
Adjusted Net Income394AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL WITHHOLDING TAXCategory
Amount$25Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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