ROBERT SCHALKENBACH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT SCHALKENBACH FOUNDATION INC (EIN 13-1656331)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-11
- IRS object ID
- 202220709349100117
- Schema version
- 2020v4.2
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-11T12:40:28-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 2022-03-11 | 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 | LAUREN CRESCI | PreparerPersonNm |
| PTIN | P01268493 | PTIN |
| Phone | 2126972299 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,718,560 | 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 | $268,474 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $268,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,872 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $268,872 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $65,925 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $65,925 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $65,925 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $65,925 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $498,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,641,271 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $498,173 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $10,260 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,003 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,003 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,103,447 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $832,970 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $347,060 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $140,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $7,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $122,383 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $163,708 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,868 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,868 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $176,746 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,420 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,729 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $1,729 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $83,752 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,729 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $682 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $682 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,451 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,532 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,089 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,089 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,003 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,207 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,647 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $26,647 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,055 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $16,512 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,506 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $91 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $91 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $105,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,751 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $2,751 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $96,716 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,966 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,379 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,379 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,875 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $192,827 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,287 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,287 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $195,902 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $733,729 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,523 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $48,523 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $741,395 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $738,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,523 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $48,523 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $746,395 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $364,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $784,447 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $298,537 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171,537 | CashBOYAmt |
| Cash EOY | $109,109 | CashEOYAmt |
| Cash EOYFMV | $109,109 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,250 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,250 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,699 | AcctRcvblAmt |
| Acct Rcvbl BOY | $26,557 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,699 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,699 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $15,791 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $30,896 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $30,896 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $12,285,963 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,976,182 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,976,182 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,166 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,109 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,537 | LandBOYAmt |
| Land EOY | $17,057 | LandEOYAmt |
| Land EOYFMV | $17,057 | LandEOYFMVAmt |
| Other Assets BOY | $5,673,542 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,566,367 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,566,367 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,196,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,718,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,718,560 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $91,602 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $65,888 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $5,614 | DeferredRevenueBOYAmt |
| Other Liabilities BOY | $175,477 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,620 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $272,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,508 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,272,704 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,084,657 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $5,650,780 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $6,545,395 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,923,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,630,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,196,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,718,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,923,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $364,718 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,341,850 | OtherIncreasesAmt |
| Subtotal | $21,630,052 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,630,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDENDS | P | $10,139 | $10,139 | $10,139 | |
| CAPITAL GAIN DIVIDENDS | P | $24,497 | $24,497 | $24,497 | |
| PUBLICLY TRADED SECURITIES | $1,606,514 | $463,416 | $463,416 | $1,143,098 | |
| PUBLICLY TRADED SECURITIES | $121 | $121 | $121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $498,173 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,260 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,904 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,904 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,078 | 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 | $17,078 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,174 | OverpaymentAmt |
| Applied To ES Tax | $6,174 | 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 |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (22 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 |
| FRANK DE JONG | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| FRED FOLDVARY | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | TREASURER (THROUGH 6/5/21) | 2.00 | $0 | $0 | $0 |
| WYN ACHENBAUM | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | EXECUTIVE COMMITTEE | 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 |
| GIB HALVERSON | ||||||||
| 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 |
| RICHARD BIDDLE | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN DIETRICK | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW DOWNHOUR | ||||||||
| 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 |
| PAUL JUSTUS | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR (THROUGH 1/20/21) | 1.00 | $0 | $0 | $0 |
| AMANDA LARSON | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATT LEICHTER | ||||||||
| 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 |
| MARK MOLLINEAUX | ||||||||
| 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 |
| 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 |
| NIC TIDEMAN | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPHINE FAASS | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | EXECUTIVE DIRECTOR | 40.00 | $140,000 | $21,750 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 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. | Description1Txt |
| Expenses1 | $172,607 | Expenses1Amt |
| Description2 | THE FOUNDATION CONDUCTS EDUCATION AND OUTREACH ACTIVITIES TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS. | Description2Txt |
| Expenses2 | $263,749 | Expenses2Amt |
| Description3 | THE FOUNDATION SELLS AND DISTRIBUTES E-BOOKS AND PUBLICATIONS TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS. | Description3Txt |
| Expenses3 | $78,401 | Expenses3Amt |
| Description4 | THE FOUNDATION GIVES OFFICE SUPPORT TO THE JOURNAL OF ECONOMICS AND SOCIOLOGY, INC. WHICH PUBLISHES A JOURNAL 5 TIMES A YEAR IN THE INTEREST OF CONSTRUCTIVE SYNTHESIS IN THE SOCIAL SCIENCES | Description4Txt |
| Expenses4 | $4,573 | 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 | $13,778,094 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $53,567 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,960,885 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,960,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,751,472 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $687,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $746,395 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $11,201 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $757,596 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $757,596 | AdjustedQualifyingDistriAmt |
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 | $298,537 | CurrentYearAmt |
| Year1 | $305,840 | Year1Amt |
| Year2 | $279,203 | Year2Amt |
| Year3 | $252,894 | Year3Amt |
| Total | $1,136,474 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $253,756 | CurrentYearAmt |
| Year1 | $259,964 | Year1Amt |
| Year2 | $237,323 | Year2Amt |
| Year3 | $214,960 | Year3Amt |
| Total | $966,003 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $757,596 | CurrentYearAmt |
| Year1 | $731,046 | Year1Amt |
| Year2 | $687,304 | Year2Amt |
| Year3 | $627,365 | Year3Amt |
| Total | $2,803,311 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,000 | CurrentYearAmt |
| Year1 | $8,500 | Year1Amt |
| Year2 | $13,500 | Year2Amt |
| Year3 | $12,000 | Year3Amt |
| Total | $39,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $752,596 | CurrentYearAmt |
| Year1 | $722,546 | Year1Amt |
| Year2 | $673,804 | Year2Amt |
| Year3 | $615,365 | Year3Amt |
| Total | $2,764,311 | 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 | $458,383 | CurrentYearAmt |
| Year1 | $405,601 | Year1Amt |
| Year2 | $394,515 | Year2Amt |
| Year3 | $396,921 | Year3Amt |
| Total | $1,655,420 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NABU DEUTSCHLAND | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CHARITESTRASSE 3 | AddressLine1Txt |
| City | BERLIN | CityNm |
| Country | GM | CountryCd |
| Foreign Postal | D10117 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | FOREIGN- SEE STATEME | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | LAND VALUE TAX CAMPAIGN IN GERMANY | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL OF GEORGIST ORGANIZATIONS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4075 CHELTONHAM CT | AddressLine1Txt |
| City | PLAINFIELD | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT ANNUAL GEORGIST CONFERENCE | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,872 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $65,925 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $498,173 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,003 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $834,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $834,973 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NEILSON TRUST FUND A | ||||||
| 1 | C/O JP MORGAN TRUST 10 S DEARBORN | CHICAGO | IL | 60603 | $110,759 | Yes (X) |
| NEILSON TRUST FUND B | ||||||
| 2 | C/O JP MORGAN TRUST 10 S DEARBORN | CHICAGO | IL | 60603 | $147,992 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,532 | Amt |
| Net Investment Income | $2,089 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,089 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,003 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE FURNITURE, COMPUTERS AND EQUIPMENT | PropertyDesc |
| Cost Or Other Basis | $22,166 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,603 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $3,506 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NABU DEUTSCHLAND | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CHARITESTRASSE 3 | AddressLine1Txt |
| City | BERLIN | CityNm |
| Country | GM | CountryCd |
| Foreign Postal | D10117 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-08-06 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT ORGANIZATION'S RESEARCH AND EDUCATION TO MAKE THE PUBLIC AND MEDIA OUTLETS AWARE OF MERITS OF LAND VALUE TAXATION IN GERMANY. | PurposeOfGrantTxt |
| Expended By Grantee | $5,336 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE KNOWN | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | AUGUST 6, 2020 | DatesOfReportsByGranteeTxt |
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 | $397,801 | $397,801 |
| VANGUARD SHORT-TERM INVEST-GR ADM | FMV | $974,880 | $974,880 |
| VANGUARD TOTAL INT'L STOCK INDEX | FMV | $3,894,673 | $3,894,673 |
| VANGUARD TOTAL BOND MKT INDEX ADM | FMV | $1,805,801 | $1,805,801 |
| VANGUARD TOTAL INT'L BOND INDEX | FMV | $1,401,143 | $1,401,143 |
| VANGUARD HIGH YIELD CORP FUND ADM | FMV | $292,172 | $292,172 |
| VANGUARD LONG-TERM INVEST-GR ADM | FMV | $446,566 | $446,566 |
| VANGUARD TOTAL STOCK MKT IDX INST | FMV | $5,763,146 | $5,763,146 |
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 | $22,166 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,109 | AccumulatedDepreciationAmt |
| Book Value | $17,057 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,729 | LegalFeesAmt |
| Net Investment Income | $682 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $682 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,451 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST IN CHARITABLE REMAINDER TRUST | $5,650,780 | $6,545,395 | $6,545,395 |
| SECURITY DEPOSITS | $22,762 | $20,972 | $20,972 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE | $5,398 | $140 | $140 | $5,037 |
| SUPPLIES | $6,392 | $166 | $166 | $9,683 |
| OUTREACH | $142,655 | $0 | $0 | $143,327 |
| OFFICE EXPENSES | $6,810 | $177 | $177 | $5,316 |
| INSURANCE | $7,483 | $195 | $195 | $6,271 |
| POSTAGE & DELIVERY | $352 | $9 | $9 | $1,249 |
| FUNDRAISING EXPENSES | $1,915 | $0 | $0 | $1,915 |
| MISCELLANEOUS EXPENSES | $18,064 | $2,152 | $2,152 | $15,276 |
| MOVING EXPENSES | $3,758 | $448 | $448 | $7,828 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Revenue And Expenses Per Books | $2,003 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,003 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $2,319,639 |
| CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUST | $894,615 |
| PERIODIC PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COSTS | $127,596 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PENSION LIABILITY | $146,994 | $0 |
| DEFERRED RENT | $11,233 | $5,370 |
| TENANT SECURITY DEPOSIT | $17,250 | $17,250 |
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 | $26,015 | $26,015 | $26,015 | $0 |
| PENSION CONSULTANT | $5,302 | $632 | $632 | $4,741 |
| OTHER PROFESSIONAL FEES | $3,890 | $0 | $0 | $9,314 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $34 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,512 | DisbursementsCharitablePrpsAmt |