2021-04-07T16:30:53-05:00 2020-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990PF 2019-07-01 131656331 ROBERT SCHALKENBACH FOUNDATION INC ROBE 9734340005 407 NASSAU STREET PRINCETON NJ 08540 JOSEPHINE FAASS EXECUTIVE DIRECTOR 9734340005 2021-03-11 1 LAUREN CRESCI P01268493 2126972299 2019 2022-09-23 18:48:47Z X X 18196177 X 257025 274422 274422 274422 2564 2564 2564 2564 855507 4465809 855507 61402 18699 18933 -234 -234 16020 0 0 1405304 1132493 338154 138410 2768 2768 147642 145025 1046 1046 124602 49208 633 633 71174 16654 725 725 15929 21224 925 925 19821 87976 23461 23461 56595 21503 0 0 11103 2077 23 23 85500 885 885 91050 1989 87 87 5922 188977 1761 1761 177230 758543 32314 32314 721068 13500 8500 772043 32314 32314 729568 633261 1100179 305840 213184 171537 171537 17250 17250 26557 9873 26557 26557 84114 6316 15791 15791 12105074 12285963 12285963 10965 5428 6136 5537 5537 5741462 5673542 5673542 18166159 18196177 18196177 48117 91602 5614 191772 175477 239889 272693 X 12201870 12272704 5724400 5650780 17926270 17923484 18166159 18196177 17926270 633261 3426 18562957 639473 17923484 PUBLICLY TRADED SECURITIES 3967829 3281469 686360 686360 CAPITAL GAIN DIVIDENDS P 5635 5635 5635 CAPITAL GAIN DIVIDENDS P 107745 107745 107745 PUBLICLY TRADED SECURITIES P 384600 328833 55767 55767 855507 61402 0 687304 11835446 0.058072 627365 11907610 0.052686 696062 11092270 0.062752 652232 10754838 0.060645 665535 11305336 0.058869 0.293024 0.058605 12168046 713108 11002 724110 731046 X 11002 0 11002 0 11002 11600 16500 0 28100 20 17078 17078 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 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 138410 18338 0 PETER MINTER 407 NASSAU STREET PRINCETON NJ 08540 IT MANAGER/WEBMASTER 40.00 70795 2765 0 GAIL LAMBERT 407 NASSAU STREET PRINCETON NY 08540 OPERATIONS AND FINAN 30.00 51654 7870 0 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. 116377 THE FOUNDATION CONDUCTS EDUCATION AND OUTREACH ACTIVITIES TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS. 163683 THE FOUNDATION SELLS AND DISTRIBUTES BOOKS AND PUBLICATIONS TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS. 162595 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 5825 0 12159340 128896 65110 12353346 0 0 12353346 185300 12168046 608402 X 729568 0 1478 731046 11002 720044 X 305840 279203 252894 221876 1059813 259964 237323 214960 188595 900841 731046 687304 627365 700467 2746182 8500 13500 12000 7000 41000 722546 673804 615365 693467 2705182 0 0 405601 394515 396921 369743 1566780 0 0 0 0 X 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 3500 LOYOLA LAW SCHOOL 919 ALBANY STREET BURNS 204 LOS ANGELES CA 90015 N/A PC TO SUPPORT THE RESEARCH OF MICHAEL GUTTENTAG 5000 8500 NABU DEUTSCHLAND CHARITESTRASSE 3 BERLIN GM D10117 N/A FOREIGN - SEE STATEM LAND VALUE TAX CAMPAIGN IN GERMANY 5000 5000 14 274422 16 2564 18 855507 -234 MISCELLANEOUS REVENUE 01 1020 CEMETERY PLOT SALE 01 15000 0 1148513 -234 1148279 10 NET INCOME FROM DISTRIBUTION AND SALE OF BOOKS AND PUBLICATIONS 10 RELATED TO THE FOUNDATION'S EXEMPT PURPOSE 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 116672 X 2 NEILSON TRUST FUND B C/O JP MORGAN TRUST 10 S DEARBORN CHICAGO IL 60603 133149 X ACCOUNTING FEES 21224 925 925 19821 OFFICE FURNITURE, COMPUTERS AND EQUIPMENT 10965 3351 SL 5.000000000000 2077 0 2077 NABU DEUTSCHLAND CHARITESTRASSE 3 BERLIN GM D10117 2019-02-06 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 VANGAURD INTER-TERM INVEST-GR ADM FMV 442797 442797 VANGAURD SHORT-TERM INVEST-GR ADM FMV 677828 677828 VANGAURD TOTAL INT'L STOCK INDEX FMV 3279341 3279341 VANGAURD TOTAL STOCK MKT IDX ADM FMV 4658663 4658663 VANGAURD TOTAL BOND MKT INDEX ADM FMV 1473543 1473543 VANGAURD TOTAL INT'L BOND INDEX FMV 1159636 1159636 VANGAURD HIGH YIELD CORP FUND ADM FMV 241076 241076 VANGAURD LONG-TERM INVEST-GR ADM FMV 353079 353079 OFFICE FURNITURE, COMPUTERS AND EQUIPMENT 10965 5428 5537 LEGAL FEES 16654 725 725 15929 INTEREST IN CHARITABLE REMAINDER TRUST 5724400 5650780 5650780 SECURITY DEPOSITS 17062 22762 22762 UNREALIZED LOSS ON INVESTMENTS 565853 CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUST 73620 TELEPHONE 7891 86 86 7683 SUPPLIES 12037 131 131 8052 OUTREACH 41114 0 0 43471 OFFICE EXPENSES 1335 15 15 1815 INSURANCE 7118 77 77 3067 POSTAGE & DELIVERY 990 11 11 58 FUNDRAISING EXPENSES 122 0 0 122 MISCELLANEOUS EXPENSES 15056 656 656 14434 WAREHOUSING & DISTRIBUTION 7705 0 0 8610 INVENTORY ADJUSTMENT 77580 0 0 77580 MOVING EXPENSES 18029 785 785 12338 MISCELLANEOUS REVENUE 1020 1020 CEMETERY PLOT SALE 15000 15000 PERIODIC PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COSTS 3426 ACCRUED PENSION LIABILITY 176371 146994 DEFERRED RENT 15401 11233 TENANT SECURITY DEPOSIT 0 17250 INVESTMENT MANAGEMENT 23077 23077 23077 0 PENSION CONSULTANT 7869 343 343 8791 OTHER PROFESSIONAL FEES 57030 41 41 47804 EXCISE TAXES 21503 0 0 11103