Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 724,625 | 991,571 | 945,701 | 1,505,826 | 1,437,642 | 5,605,365 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 724,625 | 991,571 | 945,701 | 1,505,826 | 1,437,642 | 5,605,365 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 5,605,365 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 724,625 | 991,571 | 945,701 | 1,505,826 | 1,437,642 | 5,605,365 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 667,675 | 1,003,168 | 771,148 | 495,055 | 846,154 | 3,783,200 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 164,912 | 4,516 | 5,686 | 7,330 | 1,476,253 | 1,658,697 |
| 11 | Total support. Add lines 7 through 10. | 11,047,262 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | INSURANCE REIMBURSEMENT - MISCELLANEOUS INCOME - 2012 AMOUNT: $ 4,516. 2013 AMOUNT: $ 5,686. 2014 AMOUNT: $ 7,330. 2015 AMOUNT: $ 6,615. REIMBURSEMENT FOR CURATORIAL WORK - 2011 AMOUNT: $ 10,093. SALE OF COIN IPRS - 2011 AMOUNT: $ 150,000. POSTAGE - 2011 AMOUNT: $ 4,603. REFERRAL INCOME - 2011 AMOUNT: $ 216. BAD DEBT RECOVERY - 2015 AMOUNT: $ 1,469,638. |
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| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY HAS TWO (2) CLASSES OF MEMBERS: 1. FELLOWS (INCLUDING LIFE FELLOWS AND HONORARY LIFE FELLOWS) ARE ELECTED BY THE BOARD OF TRUSTEES FROM PERSONS NOMINATED BY THE SOCIETY'S NOMINATING AND GOVERNANCE COMMITTEE HAVING DEMONSTRATED EXEMPLARY PERSONAL AND PROFESSIONAL QUALITIES INCLUDING: A. SCHOLARSHIP IN NUMISMATICS AND RELATED FIELDS, AND DEVOTION TO THE FIELD OF NUMISMATICS; B. PHILANTHROPY AND FINANCIAL BENEFACTION TO THE SOCIETY; C. EXPERTISE IN MUSEUM AND LIBRARY ADMINISTRATION, EDUCATION, DEVELOPMENT AND PUBLIC SERVICE. AT MEETINGS OF THE SOCIETY, EACH FELLOW IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE FELLOWS. 2. ASSOCIATE MEMBERS ARE INDIVIDUALS INTERESTED IN NUMISMATICS, WHO APPLY FOR MEMBERSHIP. ASSOCIATE MEMBERSHIP IS GRANTED BY APPROVAL OF THE BOARD OF TRUSTEES. RIGHTS AND PRIVILEGES OF MEMBERSHIP ARE AVAILABLE TO ASSOCIATE MEMBERS, BUT THEY DO NOT HAVE THE RIGHT TO VOTE ON SOCIETY MATTERS, NOR DOES THEIR ATTENDANCE AT MEETINGS CONTRIBUTE TO QUORUM REQUIREMENTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT THE ANNUAL MEETING OF THE SOCIETY, THE ELECTION OF THE STAGGERED BOARD OF TRUSTEES TAKES PLACE. FELLOWS ELECT THE TRUSTEES, WHO, IN TURN, ARE NOMINATED BY THE NOMINATING AND GOVERNANCE COMMITTEE. BOTH FELLOWS AND ASSOCIATE MEMBERS ARE ELIGIBLE TO BECOME A TRUSTEE. EACH FELLOW, INCLUDING HONORARY LIFE FELLOWS, IS ENTITLED TO VOTE. ASSOCIATE MEMBERS DO NOT HAVE THE RIGHT TO VOTE IN BOARD ELECTIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | FELLOWS OF THE SOCIETY HAVE VOTING RIGHTS PURSUANT TO THE SOCIETY'S BY-LAWS, INCLUDING THE POWER TO: 1. ELECT THE BOARD OF TRUSTEES FROM THOSE NOMINATED BY THE NOMINATING AND GOVERNANCE COMMITTEE; 2. ADOPT ALTERATIONS, AMENDMENTS OR ITEMS OF REPEAL TO THE SOCIETY'S MISSION STATEMENT, ARTICLES OF INCORPORATION OR BY-LAWS: 3. SERVE ON BOARD COMMITTEES, AS DESIGNATED AND APPROVED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE SOCIETY HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED THEREIN IS COMPLETE AND ACCURATE. THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND THE EXECUTIVE DIRECTOR. IT IS THEN TRANSMITTED ELECTRONICALLY TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENT BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE AMERICAN NUMISMATIC SOCIETY (ANS) HAS IN PLACE A CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT ARE DISTRIBUTED TO ALL TRUSTEES ON AN ANNUAL BASIS. EACH TRUSTEE MUST COMPLETE AND SIGN THE DISCLOSURE STATEMENT AND DISCLOSURE ANY POTENTIAL COMPETING OR CONFLICTING INTERESTS. COMPLETED DISCLOSURE STATEMENTS ARE REVIEWED BY THE PRESIDENT OF ANS. IN ADDITION, ANY NEW CONFLICTS OR CHANGE IN CIRCUMSTANCES SHOULD BE BROUGHT TO THE ATTENTION OF THE PRESIDENT OF ANS. TRUSTEES HAVING ACTUAL OR APPARENT CONFLICTS SHALL RECUSE THEMSELVES FROM DELIBERATIONS AND VOTING ON MATTERS GIVING RISE TO SUCH CONFLICT. DISCUSSIONS OF ANY POTENTIAL CONFLICT OF INTERESTS ARE RECORDED IN THE MINUTES OF THE BOARD OF TRUSTEES MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES IS CHARGED WITH ANNUALLY DETERMINING, REVIEWING AND APPROVING THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMMITTEE CONSIDERS ALL AVAILABLE INFORMATION INCLUDING THOSE FROM COMPARABLE ORGANIZATIONS, PUBLISHED COMPENSATION STUDIES, AND CURRENT ECONOMIC CONDITIONS. A FINAL REPORT OF ALL COMPENSATION DECISIONS IS PRESENTED TO THE BOARD OF TRUSTEES AND RECORDED IN THE BOARD MINUTES. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR, AND WAS LAST CONDUCTED IN 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE SERVICE CODE AS IT IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR WEBSITES. IN ADDITION, THE ANS' FORM 1023, AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ANS AT 75 VARICK STREET, 11TH FLOOR, NEW YORK, NY 10013. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN IN PERPETUAL TRUSTS 92,895. WRITE-OFF OF EQUIPMENT -2,500. |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE SELECTS THE INDEPENDENT ACCOUNTANT AND HAS OVERSIGHT RESPONSIBILITIES FOR THE AUDIT OF THE FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PROCESS EMPLOYED IN THE PRIOR YEAR. |
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