ROBERT SCHALKENBACH FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT SCHALKENBACH FOUNDATION INC (EIN 13-1656331)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-07
- IRS object ID
- 202140979349100529
- Schema version
- 2019v5.2
- 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 Decreases 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 | 2021-04-07T16:30:53-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2021-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN CRESCI | PreparerPersonNm |
| PTIN | P01268493 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,196,177 | 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 | $257,025 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $274,422 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $274,422 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $274,422 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $2,564 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,564 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $2,564 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $2,564 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $855,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,465,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $855,507 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $61,402 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $18,699 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $18,933 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$234 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | -$234 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $16,020 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,405,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,132,493 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $338,154 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $138,410 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,768 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $2,768 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,642 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $145,025 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,046 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,046 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $124,602 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,208 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $633 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $633 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $71,174 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,654 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $725 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $725 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,929 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,224 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $925 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,821 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,976 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,461 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $23,461 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,595 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $11,103 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,077 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $23 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $23 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $85,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $885 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $885 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $91,050 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,989 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $87 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $87 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,922 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $188,977 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,761 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,761 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $177,230 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $758,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $32,314 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $721,068 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $772,043 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $32,314 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $729,568 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $633,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,100,179 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $305,840 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $213,184 | CashBOYAmt |
| Cash EOY | $171,537 | CashEOYAmt |
| Cash EOYFMV | $171,537 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $17,250 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,250 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $26,557 | AcctRcvblAmt |
| Acct Rcvbl BOY | $9,873 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $26,557 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $26,557 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $84,114 | InventoriesBOYAmt |
| Prepaid Expenses BOY | $6,316 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,791 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,791 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $12,105,074 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,285,963 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,285,963 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,965 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,428 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,136 | LandBOYAmt |
| Land EOY | $5,537 | LandEOYAmt |
| Land EOYFMV | $5,537 | LandEOYFMVAmt |
| Other Assets BOY | $5,741,462 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,673,542 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,673,542 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,166,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,196,177 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,196,177 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $48,117 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $91,602 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $5,614 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $191,772 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $175,477 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $239,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $272,693 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,201,870 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,272,704 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $5,724,400 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,650,780 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,926,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,923,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,166,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,196,177 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,926,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $633,261 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,426 | OtherIncreasesAmt |
| Subtotal | $18,562,957 | SubtotalAmt |
| Other Decreases | $639,473 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,923,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,967,829 | $3,281,469 | $686,360 | $686,360 | |
| CAPITAL GAIN DIVIDENDS | $5,635 | $5,635 | $5,635 | P | |
| CAPITAL GAIN DIVIDENDS | $107,745 | $107,745 | $107,745 | P | |
| PUBLICLY TRADED SECURITIES | $384,600 | $328,833 | $55,767 | $55,767 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $855,507 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $61,402 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $687,304 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,835,446 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058072 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $627,365 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,907,610 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052686 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $696,062 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,092,270 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062752 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $652,232 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,754,838 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060645 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $665,535 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,305,336 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058869 | DistributionYr5Rt |
| Total Distribution | 0.293024 | TotalDistributionRt |
| Average Distribution | 0.058605 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,168,046 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $713,108 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,002 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $724,110 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $731,046 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $11,002 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,002 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,002 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $16,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $17,078 | OverpaymentAmt |
| Applied To ES Tax | $17,078 | 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 |
|---|---|---|---|---|---|---|---|---|
| GIB HALVERSON | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| RICHARD BIDDLE | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | VICE- PRESIDENT | 2.00 | $0 | $0 | $0 |
| FRED FOLDVARY | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | TREASURER | 2.00 | $0 | $0 | $0 |
| LEE HACHADOORIAN | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | SECRETARY | 3.00 | $0 | $0 | $0 |
| WYN ACHENBAUM | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | EXECUTIVE COMMITTEE | 1.50 | $0 | $0 | $0 |
| GREGG ERICKSON | ||||||||
| 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 |
| BILL BATT | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN BECK | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS DANIELS | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR (THROUGH 1/20) | 0.50 | $0 | $0 | $0 |
| FRANK DE JONG | ||||||||
| 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 |
| WENDELL FITZGERALD | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TED GWARTNEY | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL JUSTUS | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARMANDA 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 |
| ED MILLER | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD 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 |
| NIC TIDEMAN | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPHINE FAAS | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | EXECUTIVE DIRECTOR | 40.00 | $138,410 | $18,338 | $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 |
|---|---|---|---|---|---|---|---|---|
| PETER MINTER | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | IT MANAGER/WEBMASTER | 40.00 | $70,795 | $2,765 | $0 |
| GAIL LAMBERT | ||||||||
| 407 NASSAU STREET | PRINCETON | NY | 08540 | OPERATIONS AND FINAN | 30.00 | $51,654 | $7,870 | $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 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. | Description1Txt |
| Expenses1 | $116,377 | 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 | $163,683 | Expenses2Amt |
| Description3 | THE FOUNDATION SELLS AND DISTRIBUTES BOOKS AND PUBLICATIONS TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS. | Description3Txt |
| Expenses3 | $162,595 | 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 | $5,825 | 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 | $12,159,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $65,110 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,353,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,353,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,168,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $608,402 | 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 | $729,568 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,478 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $731,046 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,002 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $720,044 | 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 | $305,840 | CurrentYearAmt |
| Year1 | $279,203 | Year1Amt |
| Year2 | $252,894 | Year2Amt |
| Year3 | $221,876 | Year3Amt |
| Total | $1,059,813 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $259,964 | CurrentYearAmt |
| Year1 | $237,323 | Year1Amt |
| Year2 | $214,960 | Year2Amt |
| Year3 | $188,595 | Year3Amt |
| Total | $900,841 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $731,046 | CurrentYearAmt |
| Year1 | $687,304 | Year1Amt |
| Year2 | $627,365 | Year2Amt |
| Year3 | $700,467 | Year3Amt |
| Total | $2,746,182 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,500 | CurrentYearAmt |
| Year1 | $13,500 | Year1Amt |
| Year2 | $12,000 | Year2Amt |
| Year3 | $7,000 | Year3Amt |
| Total | $41,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $722,546 | CurrentYearAmt |
| Year1 | $673,804 | Year1Amt |
| Year2 | $615,365 | Year2Amt |
| Year3 | $693,467 | Year3Amt |
| Total | $2,705,182 | 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 | $405,601 | CurrentYearAmt |
| Year1 | $394,515 | Year1Amt |
| Year2 | $396,921 | Year2Amt |
| Year3 | $369,743 | Year3Amt |
| Total | $1,566,780 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HENRY GEORGE SCHOOL OF SAN FRANCISCO | |||||||
| 189 ELLSWORTH STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | TO SUPPORT EXHIBIT AT THE LIBRARY- "WHO OWNS THE EARTH" EXHIBIT | $3,500 |
| LOYOLA LAW SCHOOL | |||||||
| 919 ALBANY STREET BURNS 204 | LOS ANGELES | CA | 90015 | N/A | PC | TO SUPPORT THE RESEARCH OF MICHAEL GUTTENTAG | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
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 STATEM | 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 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 | $274,422 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,564 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $855,507 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$234 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS REVENUE | 01 | $1,020 |
| CEMETERY PLOT SALE | 01 | $15,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,148,513 | ExclusionAmt |
| Related Or Exempt Function Incm | -$234 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,148,279 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 10 | NET INCOME FROM DISTRIBUTION AND SALE OF BOOKS AND PUBLICATIONS |
| 10 | RELATED TO THE FOUNDATION'S EXEMPT PURPOSE |
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 | $116,672 | Yes (X) |
| NEILSON TRUST FUND B | ||||||
| 2 | C/O JP MORGAN TRUST 10 S DEARBORN | CHICAGO | IL | 60603 | $133,149 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,224 | Amt |
| Net Investment Income | $925 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $925 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,821 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE FURNITURE, COMPUTERS AND EQUIPMENT | PropertyDesc |
| Cost Or Other Basis | $10,965 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $3,351 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $2,077 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,077 | 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 | 2019-02-06 | 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 |
|---|---|---|---|
| VANGAURD INTER-TERM INVEST-GR ADM | FMV | $442,797 | $442,797 |
| VANGAURD SHORT-TERM INVEST-GR ADM | FMV | $677,828 | $677,828 |
| VANGAURD TOTAL INT'L STOCK INDEX | FMV | $3,279,341 | $3,279,341 |
| VANGAURD TOTAL STOCK MKT IDX ADM | FMV | $4,658,663 | $4,658,663 |
| VANGAURD TOTAL BOND MKT INDEX ADM | FMV | $1,473,543 | $1,473,543 |
| VANGAURD TOTAL INT'L BOND INDEX | FMV | $1,159,636 | $1,159,636 |
| VANGAURD HIGH YIELD CORP FUND ADM | FMV | $241,076 | $241,076 |
| VANGAURD LONG-TERM INVEST-GR ADM | FMV | $353,079 | $353,079 |
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 | $10,965 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,428 | AccumulatedDepreciationAmt |
| Book Value | $5,537 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,654 | LegalFeesAmt |
| Net Investment Income | $725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $725 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,929 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST IN CHARITABLE REMAINDER TRUST | $5,724,400 | $5,650,780 | $5,650,780 |
| SECURITY DEPOSITS | $17,062 | $22,762 | $22,762 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $565,853 |
| CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUST | $73,620 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE | $7,891 | $86 | $86 | $7,683 |
| SUPPLIES | $12,037 | $131 | $131 | $8,052 |
| OUTREACH | $41,114 | $0 | $0 | $43,471 |
| OFFICE EXPENSES | $1,335 | $15 | $15 | $1,815 |
| INSURANCE | $7,118 | $77 | $77 | $3,067 |
| POSTAGE & DELIVERY | $990 | $11 | $11 | $58 |
| FUNDRAISING EXPENSES | $122 | $0 | $0 | $122 |
| MISCELLANEOUS EXPENSES | $15,056 | $656 | $656 | $14,434 |
| WAREHOUSING & DISTRIBUTION | $7,705 | $0 | $0 | $8,610 |
| INVENTORY ADJUSTMENT | $77,580 | $0 | $0 | $77,580 |
| MOVING EXPENSES | $18,029 | $785 | $785 | $12,338 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MISCELLANEOUS REVENUE | $1,020 | $1,020 |
| CEMETERY PLOT SALE | $15,000 | $15,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERIODIC PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COSTS | Desc |
| Amt | $3,426 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PENSION LIABILITY | $176,371 | $146,994 |
| DEFERRED RENT | $15,401 | $11,233 |
| TENANT SECURITY DEPOSIT | $0 | $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 | $23,077 | $23,077 | $23,077 | $0 |
| PENSION CONSULTANT | $7,869 | $343 | $343 | $8,791 |
| OTHER PROFESSIONAL FEES | $57,030 | $41 | $41 | $47,804 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $21,503 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,103 | DisbursementsCharitablePrpsAmt |