2024-05-02T09:34:38-05:00 2023-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990PF 2022-07-01 131656331 ROBERT SCHALKENBACH FOUNDATION INC ROBE 9734340005 407 NASSAU STREET PRINCETON NJ 08540 JOSEPHINE FAASS EXECUTIVE DIRECTOR 9734340005 2024-04-22 1 JOSEPHINE FAASS 999009999 0 JENNIFER COATES P02247728 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 19195137 X 332621 311509 311509 311509 93247 750860 93247 0 1026 0 1026 738403 404756 312535 155856 2125 2125 154344 199218 2769 2769 190587 66525 925 925 81850 2733 141 141 2592 18500 954 954 16597 133978 31626 31626 99703 6339 0 0 0 4753 66 66 36251 504 504 33918 18392 949 949 34789 110136 1736 1736 109889 752681 41795 41795 724269 153742 86242 906423 41795 41795 810511 -168020 362961 270740 64613 66457 66457 3026 14321 3026 3026 17928 17928 75000 0 0 8236 42235 42235 12473757 13276544 13276544 28631 14954 13882 13677 13677 5545303 5775270 5775270 18195112 19195137 19195137 101662 57155 25000 92500 0 69453 126662 219108 X 12528847 13274571 5539603 5701458 18068450 18976029 18195112 19195137 18068450 -168020 1075599 18976029 0 18976029 PUBLICLY TRADED SECURITIES 750860 657613 93247 93247 93247 0 5045 0 5045 0 5045 2965 0 6100 0 9065 78 3942 3942 0 0 0 0 0 0 0 0 0 0 0 1 1 NY NJ VA 1 1 0 0 0 1 WWW.SCHALKENBACH.ORG JOSEPHINE FAASS 9734340005 407 NASSAU STREET PRINCETON NJ 08540 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEE HACHADOORIAN 407 NASSAU STREET PRINCETON NJ 08540 PRESIDENT 9.00 0 0 0 MATTHEW DOWNHOUR 407 NASSAU STREET PRINCETON NJ 08540 VICE PRESIDENT 1.50 0 0 0 WYN ACHENBAUM 407 NASSAU STREET PRINCETON NJ 08540 TREASURER 1.50 0 0 0 MATT LEICHTER 407 NASSAU STREET PRINCETON NJ 08540 SECRETARY 1.50 0 0 0 JOHN BECK 407 NASSAU STREET PRINCETON NJ 08540 EXECUTIVE COMMITTEE 1.50 0 0 0 KRIS FEDER 407 NASSAU STREET PRINCETON NJ 08540 EXECUTIVE COMMITTEE 1.50 0 0 0 MARK MOLLINEAUX 407 NASSAU STREET PRINCETON NJ 08540 EXECUTIVE COMMITTEE 1.50 0 0 0 BILL BATT 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 CHRISTOPHER ENGLAND 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 FRANK DE JONG 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 GABRIEL NAGY 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 JEREMY LUCAS 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 JOHN HOOKER 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 LARK LO SONTAG 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 MANU DELGADO-MEDRANO 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 MIHALI FELIPE 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 NIA JOHNSON 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 RICH NYMOEN 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 RICHARD PEREIRA 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 STEVE SKLAR 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 VICTOR RAMIREZ 407 NASSAU STREET PRINCETON NJ 08540 DIRECTOR 1.00 0 0 0 JOSEPHINE FAASS 407 NASSAU STREET PRINCETON NJ 08540 EXECUTIVE DIRECTOR 40.00 155856 22186 0 STEPHANIE CULLINS 407 NASSAU STREET PRINCETON NJ 08540 EXTERNAL AFFAIRS DIR 40.00 81826 12728 0 GAYLE LAMBERT 407 NASSAU STREET PRINCETON NJ 08540 OPERATIONS & FINANCE 40.00 55328 9778 0 0 NONE 0 THE FOUNDATION CONDUCTS EDUCATION AND OUTREACH ACTIVITIES TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS. 203595 THE FOUNDATION PROMOTES THE SOCIAL AND ECONOMIC PHILOSOPHY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS BY CONTRACTING THE SERVICES OF SCHOLARS, WRITERS AND OTHERS FOR PUBLISHING, RESEARCH AND OUTREACH PROJECTS. THE FOUNDATION ALSO UNDERTAKES INDEPENDENT RESEARCH FOR THIS MISSION. 153445 THE FOUNDATION OFFERS SCHOLARSHIPS TO SELECTED UNDERGRADUATE COLLEGE, AND GRADUATE SCHOOL, STUDENTS IN FIELDS OF STUDY RELATED TO THE FOUNDATION'S MISSION. 153742 THE FOUNDATION MAINTAINS A LIBRARY OF PUBLICATIONS RELATED TO ITS MISSION. 112432 0 12664965 91382 119073 12875420 0 0 12875420 193131 12682289 634114 X 810511 0 4548 815059 X 270740 328182 298537 305840 1203299 230129 278955 253756 259964 1022804 815059 664744 757596 731046 2968445 86242 17500 5000 8500 117242 728817 647244 752596 722546 2851203 0 0 422743 482191 458383 405601 1768918 0 0 0 0 X ARIZONA STATE UNIVERSITY FOUNDATION 300 E UNIVERSITY DR 2061 TEMPE AZ 85281 N/A PC SUPPORT RESEARCH PROJECT 5000 CHAPMAN UNIVERSITY BHATHAL STUDENT CENTER 150 W SYCAMORE ORANGE CA 92866 N/A PC SUPPORT RESEARCH PROJECT 5000 RAND CORPORATION 1776 MAIN STREET SANTA MONICA CA 90407 N/A PC SUPPORT RESEARCH PROJECT 5000 TRUSTEES OF TUFTS COLLEGE INC 150 HARRISON AVE BOSTON MA 02111 N/A PC SUPPORT RESEARCH PROJECT 35000 UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 N/A PC SUPPORT RESEARCH PROJECT 3750 UNIVERSITY OF MARYLAND - COLLEGE PARK 3112 LEE BUILDING 7809 REGENTS DRIVE COLLEGE PARK MD 20742 N/A PC SUPPORT RESEARCH PROJECT 4992 UNIVERSITY OF PENNSYLVANIA RESEARCH SUPPORT CENTER DUHRING WING 412 236 S 34TH ST PHILADELPHIA PA 191046311 N/A PC SUPPORT RESEARCH PROJECT 2500 SCHOLARSHIPS AMERICA INC 7900 INTERNATIONAL DRIVE SUITE 500 MINNEAPOLIS MN 55425 N/A PC PROGRESS OF IDEAS SCHOLARSHIP PROGRAM 25000 86242 SCHOLARSHIPS AMERICA INC 7900 INTERNATIONAL DRIVE SUITE 500 MINNEAPOLIS MN 55425 N/A PC PROGRESS OF IDEAS SCHOLARSHIP PROGRAM 42500 TRUSTEES OF TUFTS COLLEGE INC 150 HARRISON AVE BOSTON MA 02111 N/A PC SUPPORT RESEARCH PROJECT 50000 92500 14 311509 16 18 93247 MISCELLANEOUS REVENUE 01 1026 0 405782 0 405782 0 0 0 0 0 0 0 0 0 0 X X 1 NEILSON TRUST FUND B C/O JP MORGAN TRUST 10 S DEARBORN CHICAGO IL 60603 161502 X 2 NEILSON TRUST FUND A C/O JP MORGAN TRUST 10 S DEARBORN CHICAGO IL 60603 119948 X 3 DANICA FOUNDATION 20 WEST 72ND STREET SUITE 506 NEW YORK NY 10023 42120 X ACCOUNTING FEES 18500 954 954 16597 OFFICE FURNITURE, COMPUTERS, AND EQUIPMENT 28631 10201 SL 5.000000000000 4753 0 0 VANGUARD HIGH YIELD CORP FUND ADM VWEAX FMV 262357 262357 VANGUARD INTER-TERM INVEST-GR ADM VFIDX FMV 348683 348683 VANGUARD LONG-TERM INVEST-GR ADM VWETX FMV 387778 387778 VANGUARD SHORT-TERM INVEST-GR ADM VFSUX FMV 852452 852452 VANGUARD TOTAL INT'L BOND IX ADM VTABX FMV 1270176 1270176 VANGUARD TOTAL INT'L STOCK IX ADM VTIAX FMV 3437577 3437577 VANGUARD TOTAL BOND MKT INDEX ADM VBTLX FMV 1579884 1579884 VANGUARD TOTAL STOCK MKT IDX INST VITSX FMV 5137637 5137637 OFFICE FURNITURE, COMPUTERS, AND EQUIPMENT 28631 14954 13677 LEGAL FEES 2733 141 141 2592 INTEREST IN CHARITABLE REMAINDER TRUST 5539603 5701458 5701458 SECURITY DEPOSITS 5700 6213 6213 OPERATING LEASE RIGHT-OF-USE ASSET 67599 67599 TELEPHONE 16133 435 435 15138 SUPPLIES 5355 74 74 5523 OUTREACH 38010 0 0 38010 OFFICE EXPENSES 6150 85 85 6065 INSURANCE 9207 128 128 10256 POSTAGE & DELIVERY 659 9 9 681 MISCELLANEOUS EXPENSES 34622 1005 1005 34216 MISCELLANEOUS REVENUE 1026 1026 UNREALIZED GAIN ON INVESTMENTS 855802 CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUST 161855 PERIODIC PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION CREDIT 57942 OPERATING LEASE LIABILITY 0 69453 INVESTMENT MANAGEMENT 31362 31362 31362 0 PENSION CONSULTANT 5125 264 264 4861 OTHER PROFESSIONAL FEES 97491 0 0 94842 EXCISE TAXES 6339 0 0 0