ROBERT SCHALKENBACH FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: ROBERT SCHALKENBACH FOUNDATION INC (EIN 13-1656331)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-04-20
IRS object ID: 202301109349100705
Schema version: 2021v4.2
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-04-20T09:52:43-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	131655065	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LUTZ AND CARR CPAS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	551 FIFTH AVENUE SUITE 400	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10176	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	131656331	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT SCHALKENBACH FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROBE	BusinessNameControlTxt
Phone	9734340005	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	407 NASSAU STREET	AddressLine1Txt
City	PRINCETON	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08540	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSEPHINE FAASS	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	9734340005	PhoneNum
Signature	2023-04-18	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOSEPHINE	PersonFirstNm
Person Last	FAASS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JENNIFER COATES	PreparerPersonNm
PTIN	P02247728	PTIN
Phone	2126972299	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$18,195,112	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$304,510	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$321,966	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$321,966	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$321,966	DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss	$54,931	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$54,931	GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm	$54,931	GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss	$54,931	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$265,309	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$735,624	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$265,309	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$144	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$913	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$913	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$947,629	TotalRevAndExpnssAmt
Total Net Invst Incm	$642,206	TotalNetInvstIncmAmt
Total Adj Net Incm	$377,954	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$151,486	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$3,256	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$3,256	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$149,657	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$190,417	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$4,071	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$4,071	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$188,563	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$39,944	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$854	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$854	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$83,288	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$8,500	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$611	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$611	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$3,248	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$17,687	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,271	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$1,271	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$16,416	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$49,884	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$33,311	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$33,311	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$20,226	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$7,904	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$5,092	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$109	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$109	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$95,913	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$788	OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm	$788	OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl	$36,574	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$41,503	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$2,983	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$2,983	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$24,682	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$121,749	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$2,518	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$2,518	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$122,673	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$730,079	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$49,772	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$49,772	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$645,327	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$37,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$17,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$767,579	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$49,772	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$49,772	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$662,827	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$180,050	ExcessRevenueOverExpensesAmt
Net Investment Income	$592,434	NetInvestmentIncomeAmt
Adjusted Net Income	$328,182	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$109,109	CashBOYAmt
Cash EOY	$64,613	CashEOYAmt
Cash EOYFMV	$64,613	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$17,250	SavAndTempCashInvstBOYAmt
Acct Rcvbl	$14,321	AcctRcvblAmt
Acct Rcvbl BOY	$1,699	AcctRcvblBOYAmt
Acct Rcvbl EOY	$14,321	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$14,321	AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl	$75,000	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$0	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$75,000	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$75,000	OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY	$30,896	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$8,236	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$8,236	PrepaidExpensesEOYFMVAmt
Other Investments BOY	$14,976,182	OtherInvestmentsBOYAmt
Other Investments EOY	$12,473,757	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$12,473,757	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$24,083	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$10,201	LandBldgEquipAccumDeprecAmt
Land BOY	$17,057	LandBOYAmt
Land EOY	$13,882	LandEOYAmt
Land EOYFMV	$13,882	LandEOYFMVAmt
Other Assets BOY	$6,566,367	OtherAssetsBOYAmt
Other Assets EOY	$5,545,303	OtherAssetsEOYAmt
Other Assets EOYFMV	$5,545,303	OtherAssetsEOYFMVAmt
Total Assets BOY	$21,718,560	TotalAssetsBOYAmt
Total Assets EOY	$18,195,112	TotalAssetsEOYAmt
Total Assets EOYFMV	$18,195,112	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$65,888	AccountsPayableBOYAmt
Accounts Payable EOY	$101,662	AccountsPayableEOYAmt
Grants Payable EOY	$25,000	GrantsPayableEOYAmt
Other Liabilities BOY	$22,620	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$88,508	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$126,662	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$15,084,657	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$12,528,847	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY	$6,545,395	DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY	$5,539,603	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$21,630,052	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$18,068,450	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$21,718,560	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$18,195,112	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$21,630,052	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$180,050	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$21,810,102	SubtotalAmt
Other Decreases	$3,741,652	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$18,068,450	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DIVIDENDS	P	$144	$144	$144
CAPITAL GAIN DIVIDENDS	P	$28,692	$28,692	$28,692
PUBLICLY TRADED SECURITIES		$706,788	$236,473	$236,473	$470,315

Field	Value	IRS element (for citing)
Capital Gain Net Income	$265,309	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$144	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$8,235	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$8,235	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$8,235	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$11,200	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$11,200	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$2,965	OverpaymentAmt
Applied To ES Tax	$2,965	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Org Report Or Register State	NJ	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (1)	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.SCHALKENBACH.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPHINE FAASS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9734340005	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	407 NASSAU STREET	AddressLine1Txt
City	PRINCETON	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08540	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
LEE HACHADOORIAN
407 NASSAU STREET	PRINCETON	NJ	08540	PRESIDENT	10.00	$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	1.00	$0	$0	$0
BILL BATT
407 NASSAU STREET	PRINCETON	NJ	08540	DIRECTOR	1.00	$0	$0	$0
RICHARD BIDDLE
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
MANU DELGADO-MEDRANO
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
GIB HALVERSON
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
JEREMY LUCAS
407 NASSAU STREET	PRINCETON	NJ	08540	DIRECTOR	1.00	$0	$0	$0
LUCA MINOLA
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 PERIERA
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
STEVE SKLAR
407 NASSAU STREET	PRINCETON	NJ	08540	DIRECTOR	1.00	$0	$0	$0
JOSEPHINE FAASS
407 NASSAU STREET	PRINCETON	NJ	08540	EXECUTIVE DIRECTOR	40.00	$151,486	$22,302	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
STEPHANIE CULLINS
407 NASSAU STREET	PRINCETON	NJ	08540	DIRECTOR OF EXTERNAL	40.00	$78,050	$14,672	$0
GAYLE LAMBERT
407 NASSAU STREET	PRINCETON	NJ	08540	OPERATIONS MANAGER	40.00	$55,426	$9,404	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION CONDUCTS EDUCATION AND OUTREACH ACTIVITIES TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS.	Description1Txt
Expenses1	$188,257	Expenses1Amt
Description2	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.	Description2Txt
Expenses2	$94,482	Expenses2Amt
Description3	THE FOUNDATION MAINTAINS A LIBRARY OF PUBLICATIONS RELATED TO ITS MISSION.	Description3Txt
Expenses3	$65,639	Expenses3Amt
Description4	THE FOUNDATION OFFERS SCHOLARSHIPS TO SELECTED UNDERGRADUATE COLLEGE, AND GRADUATE SCHOOL, STUDENTS IN FIELDS OF STUDY RELATED TO THE FOUNDATION'S MISSION.	Description4Txt
Expenses4	$37,500	Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$14,475,666	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$107,111	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$103,257	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$14,686,034	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$14,686,034	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$220,291	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$14,465,743	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$723,287	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$662,827	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$1,917	CharitableAssetsAcquisPaidAmt
Qualifying Distributions	$664,744	QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$328,182	CurrentYearAmt
Year1	$298,537	Year1Amt
Year2	$305,840	Year2Amt
Year3	$279,203	Year3Amt
Total	$1,211,762	TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Field	Value	IRS element (for citing)
Current Year	$278,955	CurrentYearAmt
Year1	$253,756	Year1Amt
Year2	$259,964	Year2Amt
Year3	$237,323	Year3Amt
Total	$1,029,998	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$664,744	CurrentYearAmt
Year1	$757,596	Year1Amt
Year2	$731,046	Year2Amt
Year3	$687,304	Year3Amt
Total	$2,840,690	TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

Field	Value	IRS element (for citing)
Current Year	$17,500	CurrentYearAmt
Year1	$5,000	Year1Amt
Year2	$8,500	Year2Amt
Year3	$13,500	Year3Amt
Total	$44,500	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$647,244	CurrentYearAmt
Year1	$752,596	Year1Amt
Year2	$722,546	Year2Amt
Year3	$673,804	Year3Amt
Total	$2,796,190	TotalAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$482,191	CurrentYearAmt
Year1	$458,383	Year1Amt
Year2	$405,601	Year2Amt
Year3	$394,515	Year3Amt
Total	$1,740,690	TotalAmt

Total Support TotalSupportGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Public Support Type PublicSupportType

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Largest Support From EO LargestSupportFromEOGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
UNIVERSITY OF MARYLAND - COLLEGE PARK
3112 LEE BUILDING 7809 REGENTS	DRIVE	COLLEGE PARK	MD	20742	N/A	PC	SUPPORT RESEARCH PROJECT	$5,000
NEW YORK UNIVERSITY
665 BROADWAY SUITE 801		NEW YORK	NY	10012	N/A	PC	SUPPORT RESEARCH PROJECT	$5,000
UNIVERSITY OF PENNSYLVANIA
RESEARCH SUPPORT CENTER DUHRING	WING 412 236 S 34TH ST	PHILADELPHIA	PA	191046311	N/A	PC	SUPPORT RESEARCH PROJECT	$2,500
COUNCIL OF GEORGIST ORGANIZATIONS
4075 CHELTONHAM CT		PLAINFIELD	IN	46168	N/A	NC	TO SUPPORT ANNUAL GEORGIST CONFERENCE	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$17,500	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCHOLARSHIPS AMERICA INC	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	7900 INTERNATIONAL DRIVE SUITE 500	AddressLine1Txt
City	MINNEAPOLIS	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55425	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	N/A	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	PROGRESS OF IDEAS SCHOLARSHIP PROGRAM	GrantOrContributionPurposeTxt
Amt	$25,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$25,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$321,966	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$54,931	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$265,309	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Exclusion	01	ExclusionCd
Exclusion	$913	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$643,119	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$643,119	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
NEILSON TRUST FUND B
1	C/O JP MORGAN TRUST 10 S DEARBORN	CHICAGO	IL	60603	$154,697	Yes (X)
NEILSON TRUST FUND A
2	C/O JP MORGAN TRUST 10 S DEARBORN	CHICAGO	IL	60603	$115,576	Yes (X)
STEWART LAWRENCE ENGEL
3	303 1/2 CAROLINE STREET	FREDERICKSBURG	VA	224016011	$20,000	Yes (X)
NICHOLAS ROSEN
4	1201 S SCOTT STREET 510	ARLINGTON	VA	22204	$10,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$17,687	Amt
Net Investment Income	$1,271	NetInvestmentIncomeAmt
Adjusted Net Income	$1,271	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$16,416	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

Field	Value	IRS element (for citing)
Property	OFFICE FURNITURE, COMPUTERS AND EQUIPMENT	PropertyDesc
Cost Or Other Basis	$24,083	CostOrOtherBasisAmt
Prior Year Depreciation	$5,109	PriorYearDepreciationAmt
Computation Method	SL	ComputationMethodTxt
Life	5.000000000000	LifeRt
Current Year Expense	$5,092	CurrentYearExpenseAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD INTER-TERM INVEST-GR ADM	FMV	$352,374	$352,374
VANGUARD SHORT-TERM INVEST-GR ADM	FMV	$872,055	$872,055
VANGUARD TOTAL INT'L STOCK IX ADM	FMV	$3,165,237	$3,165,237
VANGUARD TOTAL BOND MKT INDEX ADM	FMV	$1,612,354	$1,612,354
VANGUARD TOTAL INT'L BOND IX ADM	FMV	$1,295,668	$1,295,668
VANGUARD HIGH YIELD CORP FUND ADM	FMV	$253,937	$253,937
VANGUARD LONG-TERM INVEST-GR ADM	FMV	$384,000	$384,000
VANGUARD TOTAL STOCK MKT IDX INST	FMV	$4,538,132	$4,538,132

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	OFFICE FURNITURE, COMPUTERS AND EQUIPMENT	CategoryOrItemTxt
Cost Or Other Basis	$24,083	CostOrOtherBasisAmt
Accumulated Depreciation	$10,201	AccumulatedDepreciationAmt
Book Value	$13,882	BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$8,500	LegalFeesAmt
Net Investment Income	$611	NetInvestmentIncomeAmt
Adjusted Net Income	$611	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$3,248	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
INTEREST IN CHARITABLE REMAINDER TRUST	$6,545,395	$5,539,603	$5,539,603
SECURITY DEPOSITS	$20,972	$5,700	$5,700

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDesc	AmtAmt
UNREALIZED LOSS ON INVESTMENTS	$2,640,311
CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUST	$1,005,792
PERIODIC PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION CREDIT	$95,549

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE	$11,646	$249	$249	$11,144
SUPPLIES	$8,573	$183	$183	$8,113
OUTREACH	$63,326	$0	$0	$65,122
OFFICE EXPENSES	$6,125	$131	$131	$7,317
INSURANCE	$6,052	$129	$129	$8,404
POSTAGE & DELIVERY	$884	$19	$19	$834
MISCELLANEOUS EXPENSES	$25,143	$1,807	$1,807	$21,739

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Revenue And Expenses Per Books	$913	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$913	AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
DEFERRED RENT	$5,370	$0
TENANT SECURITY DEPOSIT	$17,250	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT	$32,818	$32,818	$32,818	$0
PENSION CONSULTANT	$5,127	$368	$368	$4,684
OTHER PROFESSIONAL FEES	$11,939	$125	$125	$15,542

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAXES	CategoryTxt
Amt	$7,904	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt