2022-03-11T12:40:28-06:00 2021-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990PF 2020-07-01 131656331 ROBERT SCHALKENBACH FOUNDATION INC ROBE 9734340005 407 NASSAU STREET PRINCETON NJ 08540 JOSEPHINE FAASS EXECUTIVE DIRECTOR 9734340005 2022-03-11 1 JOSEPHINE FAASS 999009999 LAUREN CRESCI P01268493 2126972299 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 21718560 X 268474 268872 268872 268872 65925 65925 65925 65925 498173 1641271 498173 10260 2003 0 2003 1103447 832970 347060 140000 7000 7000 122383 163708 1868 1868 176746 49420 1729 1729 83752 5729 682 682 9451 17532 2089 2089 15003 35207 26647 26647 14055 34 0 0 16512 3506 91 91 105800 2751 2751 96716 19966 2379 2379 10875 192827 3287 3287 195902 733729 48523 48523 741395 5000 5000 738729 48523 48523 746395 364718 784447 298537 171537 109109 109109 17250 17250 17250 1699 26557 1699 1699 15791 30896 30896 12285963 14976182 14976182 22166 5109 5537 17057 17057 5673542 6566367 6566367 18196177 21718560 21718560 91602 65888 5614 175477 22620 272693 88508 X 12272704 15084657 5650780 6545395 17923484 21630052 18196177 21718560 17923484 364718 3341850 21630052 0 21630052 CAPITAL GAIN DIVIDENDS P 10139 10139 10139 CAPITAL GAIN DIVIDENDS P 24497 24497 24497 PUBLICLY TRADED SECURITIES 1606514 1143098 463416 463416 PUBLICLY TRADED SECURITIES 121 121 121 498173 10260 10904 0 10904 0 10904 17078 0 0 0 17078 0 6174 6174 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 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 1 0 0 1 0 0 0 0 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 140000 21750 0 NONE 0 NONE 0 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. 172607 THE FOUNDATION CONDUCTS EDUCATION AND OUTREACH ACTIVITIES TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS. 263749 THE FOUNDATION SELLS AND DISTRIBUTES E-BOOKS AND PUBLICATIONS TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS. 78401 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 4573 0 13778094 129224 53567 13960885 0 0 13960885 209413 13751472 687574 X 746395 0 11201 757596 0 757596 X 298537 305840 279203 252894 1136474 253756 259964 237323 214960 966003 757596 731046 687304 627365 2803311 5000 8500 13500 12000 39000 752596 722546 673804 615365 2764311 0 0 458383 405601 394515 396921 1655420 0 0 0 0 X NABU DEUTSCHLAND CHARITESTRASSE 3 BERLIN GM D10117 N/A FOREIGN- SEE STATEME LAND VALUE TAX CAMPAIGN IN GERMANY 5000 5000 COUNCIL OF GEORGIST ORGANIZATIONS 4075 CHELTONHAM CT PLAINFIELD IN 46168 N/A NC TO SUPPORT ANNUAL GEORGIST CONFERENCE 5000 5000 14 268872 16 65925 18 498173 MISCELLANEOUS REVENUE 01 2003 0 834973 0 834973 0 0 0 0 0 0 0 0 0 0 X X 1 NEILSON TRUST FUND A C/O JP MORGAN TRUST 10 S DEARBORN CHICAGO IL 60603 110759 X 2 NEILSON TRUST FUND B C/O JP MORGAN TRUST 10 S DEARBORN CHICAGO IL 60603 147992 X ACCOUNTING FEES 17532 2089 2089 15003 OFFICE FURNITURE, COMPUTERS AND EQUIPMENT 22166 1603 SL 5.000000000000 3506 0 0 NABU DEUTSCHLAND CHARITESTRASSE 3 BERLIN GM D10117 2020-08-06 5000 TO SUPPORT ORGANIZATION'S RESEARCH AND EDUCATION TO MAKE THE PUBLIC AND MEDIA OUTLETS AWARE OF MERITS OF LAND VALUE TAXATION IN GERMANY. 5336 NONE KNOWN AUGUST 6, 2020 VANGUARD INTER-TERM INVEST-GR ADM FMV 397801 397801 VANGUARD SHORT-TERM INVEST-GR ADM FMV 974880 974880 VANGUARD TOTAL INT'L STOCK INDEX FMV 3894673 3894673 VANGUARD TOTAL BOND MKT INDEX ADM FMV 1805801 1805801 VANGUARD TOTAL INT'L BOND INDEX FMV 1401143 1401143 VANGUARD HIGH YIELD CORP FUND ADM FMV 292172 292172 VANGUARD LONG-TERM INVEST-GR ADM FMV 446566 446566 VANGUARD TOTAL STOCK MKT IDX INST FMV 5763146 5763146 OFFICE FURNITURE, COMPUTERS AND EQUIPMENT 22166 5109 17057 LEGAL FEES 5729 682 682 9451 INTEREST IN CHARITABLE REMAINDER TRUST 5650780 6545395 6545395 SECURITY DEPOSITS 22762 20972 20972 TELEPHONE 5398 140 140 5037 SUPPLIES 6392 166 166 9683 OUTREACH 142655 0 0 143327 OFFICE EXPENSES 6810 177 177 5316 INSURANCE 7483 195 195 6271 POSTAGE & DELIVERY 352 9 9 1249 FUNDRAISING EXPENSES 1915 0 0 1915 MISCELLANEOUS EXPENSES 18064 2152 2152 15276 MOVING EXPENSES 3758 448 448 7828 MISCELLANEOUS REVENUE 2003 2003 UNREALIZED GAIN ON INVESTMENTS 2319639 CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUST 894615 PERIODIC PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COSTS 127596 ACCRUED PENSION LIABILITY 146994 0 DEFERRED RENT 11233 5370 TENANT SECURITY DEPOSIT 17250 17250 INVESTMENT MANAGEMENT 26015 26015 26015 0 PENSION CONSULTANT 5302 632 632 4741 OTHER PROFESSIONAL FEES 3890 0 0 9314 EXCISE TAXES 34 0 0 16512