BETA

ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ERIC P NEWMAN NUMISMATIC EDUCATION SOCIETY (EIN 43-6048614)
Tax period
2024-12-01 to 2025-11-30
Filed
2026-03-04
IRS object ID
202620639349100102
Schema version
2024v5.5
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)
Return2026-03-04T01:16:51-06:00ReturnTs
Tax Period End2025-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431870213PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILHELM & WILHELM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17777 BONHOMME AVE 2001AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631051946ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436048614EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIC P NEWMAN NUMISMATIC EDUCATIONBusinessNameLine1Txt
Business Name Line2SOCIETYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlERICBusinessNameControlTxt
Phone3147276400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 50376AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631055376ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW E NEWMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3147276400PhoneNum
Signature2026-02-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN R WILHELMPreparerPersonNm
PTINP01214093PTIN
Phone3147271155PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,168,396FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,115ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$31,497DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,497DividendsNetInvstIncmAmt
Dividends Adj Net Incm$31,497DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$172,334NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$578,423GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$156,485CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,011NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$210,946TotalRevAndExpnssAmt
Total Net Invst Incm$187,982TotalNetInvstIncmAmt
Total Adj Net Incm$33,508TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$800AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$800AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,130OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,130OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$3,130OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,330TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$3,564OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$3,564OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$3,564OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$34,094OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,416OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$2,416OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$31,678OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$55,718TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,910TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$9,910TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$43,678TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$330,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$330,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$385,718TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,910TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$9,910TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$373,678TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$174,772ExcessRevenueOverExpensesAmt
Net Investment Income$178,072NetInvestmentIncomeAmt
Adjusted Net Income$23,598AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$171,213CashBOYAmt
Cash EOY$165,958CashEOYAmt
Cash EOYFMV$165,958CashEOYFMVAmt
Inventories BOY$930InventoriesBOYAmt
Inventories EOY$930InventoriesEOYAmt
Inventories EOYFMV$930InventoriesEOYFMVAmt
Prepaid Expenses BOY$2,567PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,360PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,360PrepaidExpensesEOYFMVAmt
Other Investments BOY$707,173OtherInvestmentsBOYAmt
Other Investments EOY$540,822OtherInvestmentsEOYAmt
Other Investments EOYFMV$961,685OtherInvestmentsEOYFMVAmt
Other Assets BOY$40,422OtherAssetsBOYAmt
Other Assets EOY$38,463OtherAssetsEOYAmt
Other Assets EOYFMV$38,463OtherAssetsEOYFMVAmt
Total Assets BOY$922,305TotalAssetsBOYAmt
Total Assets EOY$747,533TotalAssetsEOYAmt
Total Assets EOYFMV$1,168,396TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$10,702,960CapitalStockBOYAmt
Capital Stock EOY$10,702,960CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$9,780,655RetainedEarningBOYAmt
Retained Earning EOY-$9,955,427RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$922,305TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$747,533TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$922,305TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$747,533TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$922,305TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$174,772ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$747,533SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$747,533TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (140 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ACCENTURE PLC IRELAND F CLP2024-12-03$716$548$168$168
AMERIPRISE FINL INCP2024-12-03$1,131$536$595$595
AMGEN INCP2024-12-03$2,225$2,550-$325-$325
AUTOMATIC DATA PROCESSINGP2024-12-03$1,526$873$653$653
BLACKROCK INCP2024-12-03$1,020$664$356$356
BLACKSTONE INCP2024-12-03$2,065$991$1,074$1,074
BOOZ ALLEN HAMILTON HLDGP2024-12-03$1,797$1,002$795$795
BROADCOM INCP2024-12-03$1,007$889$118$118
CARLYLE GROUP INCP2024-12-03$1,742$1,275$467$467
CHEVRON CORPP2024-12-03$1,449$901$548$548
EATON CORP PLCP2024-12-03$2,615$415$2,200$2,200
EXTRA SPACE STORAGE INCP2024-12-03$1,023$429$594$594
EXXON MOBIL CORPP2024-12-03$1,525$1,422$103$103
FERGUSON ENTERPRISES INCP2024-12-03$1,717$1,056$661$661
GARMIN LTDP2024-12-03$1,930$925$1,005$1,005
HOME DEPOT INCP2024-12-03$1,281$973$308$308
HOULIHAN LOKEY INC CL AP2024-12-03$2,058$1,180$878$878
JPMORGAN CHASE & COP2024-12-03$2,958$592$2,366$2,366
MICROSOFT CORPP2024-12-03$431$31$400$400
NEXTERA ENERGY INCP2024-12-03$1,855$1,468$387$387
ONEMAIN HLDGS INCP2024-12-03$2,224$1,938$286$286
ORACLE CORPP2024-12-03$1,458$437$1,021$1,021
PATRICK INDS INC FORWARD SPLITP2024-12-03$1,088$956$132$132
PEPSICO INCP2024-12-03$976$603$373$373
REPUBLIC SVCS INCP2024-12-03$1,290$895$395$395
SCHWAB GOVERNMENT MMP2024-12-03$2,650$2,650$0$0
TEXAS INSTRS INCP2024-12-03$1,011$869$142$142
TFI INTL INCP2024-12-03$1,212$1,057$155$155
THERMO FISHER SCIENTIFICP2024-12-03$2,120$2,167-$47-$47
THERMO FISHER SCIENTIFICP2024-12-03$38-$38-$38
THOMSON REUTERS CORPP2024-12-03$987$752$235$235
TRACTOR SUPPLY COP2024-12-03$1,142$789$353$353
UNITEDHEALTH GROUP INCP2024-12-03$1,818$1,523$295$295
BLACKROCK INCP2025-01-03$13,247$12,984$263$263
BLACKROCK INCP2025-01-03$5,399$5,399$5,399
ACCENTURE PLC IRELAND F CLP2025-01-07$2,802$2,191$611$611
AMERIPRISE FINL INCP2025-01-07$2,666$1,340$1,326$1,326
AMGEN INCP2025-01-07$2,072$2,311-$239-$239
AMGEN INCP2025-01-07$168-$168-$168
AUTOMATIC DATA PROCESSINGP2025-01-07$2,582$1,549$1,033$1,033
BLACKSTONE INCP2025-01-07$3,684$1,893$1,791$1,791
BOOZ ALLEN HAMILTON HLDGP2025-01-07$2,739$1,753$986$986
BROADCOM INCP2025-01-07$2,352$1,481$871$871
CARLYLE GROUP INCP2025-01-07$3,112$2,279$833$833
CHEVRON CORPP2025-01-07$2,516$1,701$815$815
EATON CORP PLCP2025-01-07$3,499$594$2,905$2,905
EXTRA SPACE STORAGE INCP2025-01-07$1,796$859$937$937
EXXON MOBIL CORPP2025-01-07$3,244$3,322-$78-$78
EXXON MOBIL CORPP2025-01-07$23-$23-$23
FERGUSON ENTERPRISES INCP2025-01-07$2,286$1,716$570$570
GARMIN LTDP2025-01-07$3,532$1,747$1,785$1,785
HCA HEALTHCARE INCP2025-01-07$1,485$1,503-$18-$18
HOME DEPOT INCP2025-01-07$2,338$1,946$392$392
HOULIHAN LOKEY INC CL AP2025-01-07$3,281$2,038$1,243$1,243
JPMORGAN CHASE & COP2025-01-07$4,356$888$3,468$3,468
MICROSOFT CORPP2025-01-07$2,987$218$2,769$2,769
NEXTERA ENERGY INCP2025-01-07$1,354$1,162$192$192
ONEMAIN HLDGS INCP2025-01-07$3,642$3,368$274$274
ORACLE CORPP2025-01-07$2,484$819$1,665$1,665
PATRICK INDS INCP2025-01-07$1,435$1,355$80$80
PEPSICO INCP2025-01-07$1,615$1,106$509$509
REPUBLIC SVCS INCP2025-01-07$2,008$1,492$516$516
RLI CORP FORWARD SPLITP2025-01-07$1,469$1,479-$10-$10
TEXAS INSTRS INCP2025-01-07$1,538$1,391$147$147
TFI INTL INCP2025-01-07$1,768$1,719$49$49
THERMO FISHER SCIENTIFICP2025-01-07$1,614$1,647-$33-$33
THOMSON REUTERS CORPP2025-01-07$1,453$1,128$325$325
TRACTOR SUPPLY COP2025-01-07$2,350$1,736$614$614
UNITEDHEALTH GROUP INCP2025-01-07$3,086$2,833$253$253
TFI INTL INCP2025-03-04$4,553$6,876-$2,323-$2,323
GARMIN LTDP2025-03-06$6,682$3,082$3,600$3,600
SCHWAB US DIVIDEND EQUITY ETFP2025-04-15$3,987$4,453-$466-$466
AMERIPRISE FINL INCP2025-04-28$7,961$4,849$3,112$3,112
ACCENTURE PLC IRELAND F CLP2025-05-23$2,860$2,466$394$394
AMGEN INCP2025-05-23$2,442$2,708-$266-$266
AUTOMATIC DATA PROCESSINGP2025-05-23$3,546$2,182$1,364$1,364
BLACKSTONE INCP2025-05-23$3,432$2,254$1,178$1,178
BOOZ ALLEN HAMILTON HLDGP2025-05-23$4,247$2,756$1,491$1,491
BROADCOM INCP2025-05-23$2,781$1,777$1,004$1,004
CARLYLE GROUP INCP2025-05-23$3,228$2,869$359$359
CHEVRON CORPP2025-05-23$2,569$1,900$669$669
EATON CORP PLCP2025-05-23$4,519$832$3,687$3,687
EXTRA SPACE STORAGE INCP2025-05-23$2,034$1,003$1,031$1,031
EXXON MOBIL CORPP2025-05-23$2,268$2,190$78$78
FERGUSON ENTERPRISES INCP2025-05-23$3,039$2,244$795$795
GARMIN LTDP2025-05-23$2,226$1,408$818$818
HCA HEALTHCARE INCP2025-05-23$3,393$2,843$550$550
HOME DEPOT INCP2025-05-23$2,936$2,476$460$460
HOULIHAN LOKEY INC CL AP2025-05-23$3,979$2,612$1,367$1,367
JPMORGAN CHASE & COP2025-05-23$7,064$1,333$5,731$5,731
MICROSOFT CORPP2025-05-23$4,560$312$4,248$4,248
MSA SAFETY INCP2025-05-23$2,060$2,072-$12-$12
NEXTERA ENERGY INCP2025-05-23$1,522$1,407$115$115
ONEMAIN HLDGS INCP2025-05-23$4,149$3,859$290$290
ORACLE CORPP2025-05-23$2,700$928$1,772$1,772
PATRICK INDS INCP2025-05-23$1,982$1,833$149$149
PEPSICO INCP2025-05-23$1,694$1,307$387$387
REPUBLIC SVCS INCP2025-05-23$3,276$2,129$1,147$1,147
RLI CORPP2025-05-23$2,651$2,651$0$0
TEXAS INSTRS INCP2025-05-23$2,000$1,913$87$87
TFI INTL INCP2025-05-23$1,478$1,378$100$100
THERMO FISHER SCIENTIFICP2025-05-23$1,599$2,197-$598-$598
THOMSON REUTERS CORPP2025-05-23$2,332$1,671$661$661
TRACTOR SUPPLY COP2025-05-23$2,580$2,201$379$379
UNITEDHEALTH GROUP INCP2025-05-23$2,703$3,582-$879-$879
UNITEDHEALTH GROUP INCP2025-05-23$545-$545-$545
UNITEDHEALTH GROUP INCP2025-06-18$5,239$7,423-$2,184-$2,184
ORACLE CORPP2025-08-11$2,492$546$1,946$1,946
TFI INTL INCP2025-08-12$2,954$2,836$118$118
TRACTOR SUPPLY COP2025-08-15$2,083$1,380$703$703
ACCENTURE PLC IRELAND F CLP2025-08-18$4,963$5,479-$516-$516
AUTOMATIC DATA PROCESSINGP2025-09-24$6,371$3,789$2,582$2,582
BOOZ ALLEN HAMILTON HLDGP2025-09-24$3,381$3,557-$176-$176
BOOZ ALLEN HAMILTON HLDGP2025-09-24$207$207$207
THOMSON REUTERS CORPP2025-10-06$3,785$3,131$654$654
BOOZ ALLEN HAMILTON HLDGP2025-10-29$2,900$2,839$61$61
BROADCOM INCP2025-11-17$2,388$1,036$1,352$1,352
ORACLE CORPP2025-11-17$2,228$546$1,682$1,682
DELAWARE IVY MID CAP GROWTH - IYMIXP2024-12-02$25,289$22,667$2,622$2,622
VANGUARD SMALL CAP GROWTH - VSGAXP2024-12-03$5,000$2,957$2,043$2,043
ISHARES CORE MSCI EMERGING ETFP2025-01-07$5,013$4,291$722$722
ISHARES CORE MSCI EAFE ETFP2025-01-07$10,030$7,269$2,761$2,761
JPMORGAN MID CAP VALUEP2025-01-07$7,500$7,311$189$189
TWEEDY, BROWNE INTL VALUE FUNDP2025-01-07$12,300$11,819$481$481
VANGUARD SMALL CAP GROWTH - VSGAXP2025-01-07$4,000$2,477$1,523$1,523
VANGUARD SMALL CAP INDEX ADMIRAL SHARESP2025-01-07$6,000$3,156$2,844$2,844
VANGUARD SMALL CAP VALUE INDEX ADMIRALP2025-01-07$10,000$4,652$5,348$5,348
ISHARES CORE MSCI EMERGING ETFP2025-04-28$9,007$7,267$1,740$1,740
ISHARES CORE MSCI EAFE ETFP2025-04-28$11,052$7,320$3,732$3,732
JPMORGAN MID CAP VALUEP2025-04-28$16,108$16,564-$456-$456
VANGUARD SMALL CAP GROWTH - VSGAXP2025-04-28$22,432$16,160$6,272$6,272
VANGUARD SMALL CAP INDEX ADMIRAL SHARESP2025-04-28$30,000$17,906$12,094$12,094
VANGUARD SMALL CAP VALUE INDEX ADMIRALP2025-04-28$20,076$10,406$9,670$9,670
WCM FOCUSED INTL GROWTH INSTLP2025-04-28$8,000$8,418-$418-$418
WCM FOCUSED INTL GROWTH INSTLP2025-04-28$321$321$321
ISHARES CORE MSCI EMERGING ETFP2025-05-23$7,047$4,929$2,118$2,118
ISHARES CORE MSCI EAFE ETFP2025-05-23$9,079$5,722$3,357$3,357
OAKMARK INTL SMALL CAP INSTLP2025-05-23$18,000$12,259$5,741$5,741
VANGUARD SMALL CAP INDEX ADMIRAL SHARESP2025-05-23$12,500$7,077$5,423$5,423
WCM FOCUSED INTL GROWTH INSTLP2025-05-23$8,000$6,710$1,290$1,290
FieldValueIRS element (for citing)
Capital Gain Net Income$156,485CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,011NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,475InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,475SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,475TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,115TaxDueAmt

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 FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressEPNNES.ORGWebsiteAddressTxt
Individual With BooksANDREW E NEWMANIndividualWithBooksNm
Phone3147276400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 50376AddressLine1Txt
CityCLAYTONCityNm
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
ANDREW E NEWMAN
PO BOX 50376CLAYTONMO63105DIRECTOR4.00$0$0$0
LINDA N SCHAPIRO
PO BOX 50376CLAYTONMO63105DIRECTOR1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DEVELOP AND MAINTAIN A DIGITAL ENCYCLOPEDIA AND LIBRARY OF NUMISMATIC MATERIAL AND AN ELECTRONIC PORTAL TO PROVIDE ACCESS TO THESE ITEMS.Description1Txt
Expenses1$12,000Expenses1Amt
Description2PRESENTATION AND DISTRIBUTION OF NUMISMATIC KNOWLEDGE AND INFORMATION THROUGH SYMPOSIUMSDescription2Txt
Expenses2$20,083Expenses2Amt
Description3HELPING OTHERS DO RESEARCH, STUDY AND PUBLISH ON NUMISMATICS AS WELL AS FURNISHING INFORMATION ON NUMISMATICS TO THOSE REQUESTING IT.Description3Txt
Expenses3$11,595Expenses3Amt
Description4RESEARCH AND WRITING BOOKS AND ARTICLES ON THE SUBJECT OF NUMISMATICSDescription4Txt
Expenses4$0Expenses4Amt

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$1,009,173AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$170,519AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,179,692TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,179,692AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,695CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,161,997NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,100MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$373,678ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$373,678QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1985-06-13PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$23,598CurrentYearAmt
Year1$21,072Year1Amt
Year2$26,673Year2Amt
Year3$48,631Year3Amt
Total$119,974TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$20,058CurrentYearAmt
Year1$17,911Year1Amt
Year2$22,672Year2Amt
Year3$41,336Year3Amt
Total$101,978TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$373,678CurrentYearAmt
Year1$396,980Year1Amt
Year2$420,199Year2Amt
Year3$442,023Year3Amt
Total$1,632,880TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$373,678CurrentYearAmt
Year1$396,980Year1Amt
Year2$420,199Year2Amt
Year3$442,023Year3Amt
Total$1,632,880TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$38,733CurrentYearAmt
Year1$45,539Year1Amt
Year2$47,084Year2Amt
Year3$61,095Year3Amt
Total$192,451TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANDREW E NEWMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 50376AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3147276400RecipientPhoneNum
Recipient Email AddressNEWANDYMAN@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsOPTIONAL WITH APPLICANTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN NUMISMATIC SOCIETY
75 VARICK ST 11TH FLOORNEW YORKNY10013NONENUMISMATIC SOCIETYANNUAL CONTRIBUTION$10,000
WASHINGTON UNIVERSITY
1 BROOKINGS DRST LOUISMO63130NONE501(C)(3)ANNUAL CONTRIBUTION$320,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$330,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,497ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion05ExclusionCd
Exclusion$172,334ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$203,831ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$203,831TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PAPER MONEY COLLECTORS OF MICHIGANBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2596AddressLine1Txt
CityMONROECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48161ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,015TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,600Amt
Net Investment Income$800NetInvestmentIncomeAmt
Adjusted Net Income$800AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtBasis MethodBasisMethodTxtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
COINSDONATED2025-06$5,400$594COST$0$4,806
COINSDONATED2025-11$12,408$1,365COST$0$11,043

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSECURITIES AND OTHER HOLDINGS - CHARLES SCHWABCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$540,822BookValueAmt
EOYFMV$961,685EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNUMISMATIC AND OTHER COLLECTIONSDesc
BOY Book Value$40,422BOYBookValueAmt
EOY Book Value$38,463EOYBookValueAmt
EOYFMV$38,463EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RESEARCH GRANTS/INTERNS$11,595$0$0$11,595
MANAGEMENT/MARKETING$20,083$0$0$20,083
OFFICE EXPENSES$2,416$2,416$2,416$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECURITIES MANAGEMENT FEES$3,130$3,130$3,130$0
CURATORIAL SERVICES$12,000$0$0$12,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,330Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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