ROBERT SCHALKENBACH FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT SCHALKENBACH FOUNDATION INC (EIN 13-1656331)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-04-29
- IRS object ID
- 201901199349100925
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- 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 | 2019-04-29T15:07:35-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | 2126836424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EAST 43RD STREET NO 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A SULLIVAN | PersonNm |
| Person Title | ADMIN DIRECTOR | PersonTitleTxt |
| Phone | 2126836424 | PhoneNum |
| Signature | 2019-04-15 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.142.140.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-15 | IPDt |
| IP Tm | 09:26:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7EE24DDEAA34AFAE9DF92C3D2672F42BD3DA974D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6B84DD1F518B96753207BD5099AA33ACBC10C80 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,876,695 | 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 | $210,220 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $269,150 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $269,150 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $269,150 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $373,578 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $916,907 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $373,578 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $13,695 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $19,157 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $15,593 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $3,564 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $3,564 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | -$138 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$138 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $856,374 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $642,728 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $286,271 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $86,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,260 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $1,260 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,540 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $141,532 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,886 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $4,886 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $130,239 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $47,533 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,800 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $1,800 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $67,396 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,048 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,642 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,642 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,406 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,580 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,737 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $22,737 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $68,843 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,656 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,489 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $52 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $52 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $76,867 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $76,512 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,956 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,507 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $164,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $160,282 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $669,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,377 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $33,377 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $614,225 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $681,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $33,377 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $626,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $174,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $609,351 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $252,894 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $187,144 | CashBOYAmt |
| Cash EOY | $177,177 | CashEOYAmt |
| Cash EOYFMV | $177,177 | CashEOYFMVAmt |
| Acct Rcvbl | $3,446 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,328 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,446 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,446 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $75,897 | InventoriesBOYAmt |
| Inventories EOY | $85,832 | InventoriesEOYAmt |
| Inventories EOYFMV | $85,832 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $6,507 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,002 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,002 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $11,384,537 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,834,383 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,834,383 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,620 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,459 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,510 | LandBOYAmt |
| Land EOY | $4,161 | LandEOYAmt |
| Land EOYFMV | $4,161 | LandEOYFMVAmt |
| Other Assets BOY | $5,642,869 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,762,694 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,762,694 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,305,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,876,695 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,876,695 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $29,186 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $72,864 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $211,015 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $202,973 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $240,201 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275,837 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,439,784 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,855,226 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $5,625,807 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $5,745,632 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,065,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,600,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,305,792 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,876,695 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,065,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $174,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $373,971 | OtherIncreasesAmt |
| Subtotal | $17,614,273 | SubtotalAmt |
| Other Decreases | $13,415 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,600,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDENDS | P | $122,471 | $122,471 | $122,471 | |
| PUBLICLY TRADED MUTUAL FUNDS | $780,741 | $237,412 | $237,412 | $543,329 | |
| CAPITAL GAIN DIVIDENDS | P | $13,695 | $13,695 | $13,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $373,578 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,695 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $696,062 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,092,270 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062752 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $652,232 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,754,838 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $665,535 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,305,336 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058869 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $635,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,088,121 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062995 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $645,949 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,880,937 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065373 | DistributionYr5Rt |
| Total Distribution | 0.310634 | TotalDistributionRt |
| Average Distribution | 0.062127 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,907,610 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $739,784 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,094 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $745,878 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $627,365 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,187 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,187 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,187 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,206 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,120 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,326 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,139 | OverpaymentAmt |
| Applied To ES Tax | $3,139 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Individual With Books | MARK A SULLIVAN | IndividualWithBooksNm |
| Phone | 2126836424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EAST 43RD STREET SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | PRESIDENT | 24.00 | $0 | $0 | $0 |
| TED GWARTNEY | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | VICE PRESIDENT | 7.00 | $0 | $0 | $0 |
| GREGG ERICKSON | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | TREASURER | 5.00 | $0 | $0 | $0 |
| WYN ACHENBAUM | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 24.00 | $2,800 | $0 | $0 |
| BILL BATT | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN BECK | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD BIDDLE | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAN CASSINO | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS DANIELS | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRIS FEDER | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FRED FOLDVARY | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DAVID GIESEN | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| QUISIA D GONZALEZ | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| LEE HACHADOORIAN | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERICH JACOBY-HAWKINS | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL JUSTUS | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AL KATZENBERGER | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATT LEICHTER | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD NYMOEN | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JORDON PETSAS | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICHOLAS ROSEN | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK A SULLIVAN | ||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | SECRETARY & ADMIN. DIR. | 40.00 | $84,000 | $28,982 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER MINTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EAST 43RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | IT MANAGER/WEBMASTER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,562 | CompensationAmt |
| Employee Benefits | $13,352 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| 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 | $74,361 | 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 | $273,765 | 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 | $109,912 | 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 | $9,803 | 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 | $11,925,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,510 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,088,944 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,088,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,907,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $595,381 | 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 | $626,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,140 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $627,365 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $627,365 | 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 | $252,894 | CurrentYearAmt |
| Year1 | $221,876 | Year1Amt |
| Year2 | $330,273 | Year2Amt |
| Year3 | $290,860 | Year3Amt |
| Total | $1,095,903 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $214,960 | CurrentYearAmt |
| Year1 | $188,595 | Year1Amt |
| Year2 | $280,732 | Year2Amt |
| Year3 | $247,231 | Year3Amt |
| Total | $931,518 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $627,365 | CurrentYearAmt |
| Year1 | $700,467 | Year1Amt |
| Year2 | $652,232 | Year2Amt |
| Year3 | $665,535 | Year3Amt |
| Total | $2,645,599 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,000 | CurrentYearAmt |
| Year1 | $7,000 | Year1Amt |
| Year2 | $6,000 | Year2Amt |
| Year3 | $7,000 | Year3Amt |
| Total | $32,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $615,365 | CurrentYearAmt |
| Year1 | $693,467 | Year1Amt |
| Year2 | $646,232 | Year2Amt |
| Year3 | $658,535 | Year3Amt |
| Total | $2,613,599 | 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 | $396,921 | CurrentYearAmt |
| Year1 | $369,743 | Year1Amt |
| Year2 | $358,495 | Year2Amt |
| Year3 | $376,845 | Year3Amt |
| Total | $1,502,004 | 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 |
|---|---|---|---|---|---|---|---|
| CENTER FOR THE STUDY OF ECONOMICS | |||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | N/A | PC | TO SUPPORT PARTICIPATION IN NCSL LEGISLATIVE SUMMIT IN AUGUST 2018 | $5,000 |
| HENRY GEORGE INSTITUTE | |||||||
| 238 HADLEY MILL ROAD | BROOKS | ME | 04921 | N/A | PC | TO SUPPORT 38TH CONFERENCE OF COUNCIL OF GEORGIST ORGANIZATIONS IN AUGUST 2018 | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $269,150 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $373,578 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,564 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $642,590 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,564 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $646,154 | 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 LOSS 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 | $107,623 | Yes (X) |
| NEILSON TRUST FUND B | ||||||
| 2 | C/O JP MORGAN TRUST 10 S DEARBORN | CHICAGO | IL | 60603 | $95,486 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,048 | Amt |
| Net Investment Income | $2,642 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,642 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,406 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE FURNITURE, COMPUTERS AND EQUIPMENT | PropertyDesc |
| Cost Or Other Basis | $15,620 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $9,970 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $1,489 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,489 | AdjustedNetIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGAURD INTER-TERM INVEST-GR ADM | FMV | $887,406 | $887,406 |
| VANGAURD SHORT-TERM INVEST-GR ADM | FMV | $591,288 | $591,288 |
| VANGAURD STRATEGIC EQUITY FUND | FMV | $315,353 | $315,353 |
| VANGAURD EXPLORER FUND ADMIRAL | FMV | $315,313 | $315,313 |
| VANGAURD TOTAL INT'L STOCK INDEX | FMV | $3,026,729 | $3,026,729 |
| VANGAURD TOTAL STOCK MKT IDX ADM | FMV | $2,338,549 | $2,338,549 |
| VANGAURD U.S. GROWTH FUND ADMIRAL | FMV | $729,812 | $729,812 |
| VANGAURD WINDSOR II FUND ADM | FMV | $732,175 | $732,175 |
| VANGAURD TOTAL BOND MKT INDEX ADM | FMV | $1,479,741 | $1,479,741 |
| VANGAURD TOTAL INT'L BOND INDEX | FMV | $1,181,981 | $1,181,981 |
| VANGAURD HIGH YIELD CORP FUND ADM | FMV | $236,036 | $236,036 |
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 | $15,620 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $11,459 | AccumulatedDepreciationAmt |
| Book Value | $4,161 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST IN CHARITABLE REMAINDER TRUST | $5,625,807 | $5,745,632 | $5,745,632 |
| SECURITY DEPOSITS | $17,062 | $17,062 | $17,062 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERIODIC PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COSTS | Desc |
| Amt | $13,415 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE | $6,785 | $0 | $0 | $6,659 |
| SUPPLIES | $10,105 | $0 | $0 | $10,031 |
| OUTREACH | $117,197 | $0 | $0 | $108,751 |
| OFFICE EXPENSES | $740 | $0 | $0 | $740 |
| INSURANCE | $6,922 | $0 | $0 | $9,094 |
| POSTAGE & DELIVERY | $2,432 | $0 | $0 | $2,432 |
| FUNDRAISING EXPENSES | $319 | $0 | $0 | $319 |
| MISCELLANEOUS EXPENSES | $6,377 | $0 | $0 | $7,971 |
| BOOK DEVELOPMENT | $1,000 | $0 | $0 | $1,960 |
| WAREHOUSING & DISTRIBUTION | $12,325 | $0 | $0 | $12,325 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Revenue And Expenses Per Books | -$138 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$138 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $254,146 |
| CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUST | $119,825 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PENSION LIABILITY | $192,203 | $185,059 |
| DEFERRED RENT | $18,812 | $17,914 |
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 | $22,737 | $22,737 | $22,737 | $0 |
| PENSION CONSULTANT | $3,850 | $0 | $0 | $3,850 |
| OTHER PROFESSIONAL FEES | $64,993 | $0 | $0 | $64,993 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $7,656 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |