2017-05-15T10:46:25-05:00 2016-06-30 131655065 LUTZ AND CARR CPAS LLP 300 EAST 42ND STREET NEW YORK NY 10017 990PF 2015-07-01 131656331 ROBERT SCHALKENBACH FOUNDATION INC ROBE 2126836424 211 EAST 43RD STREET NO 400 NEW YORK NY 10017 MARK A SULLIVAN ADMIN DIRECTOR 2126836424 2017-05-10 1 LAUREN CRESCI P01268493 2126972299 2015 2021-01-29 14:40:06Z X 16209238 X 229782 243125 243125 243125 292442 2080912 292442 121848 20866 28124 -7258 -7258 2607 0 2607 760698 535567 360322 84000 1680 1680 82320 148134 3935 3935 142853 65369 653 653 91360 2720 0 0 2720 16735 2653 2653 14302 20344 18394 18394 1950 10328 0 0 17132 1446 25 25 88805 1565 1565 82149 29586 521 521 28150 167889 623 623 180560 635356 30049 30049 643496 6000 6000 641356 30049 30049 649496 119342 505518 330273 93972 147526 147526 95045 10630 14289 10630 10630 7772 60964 70249 70249 5548 8563 8563 11075978 10695900 10695900 37850 33587 2973 4263 4263 5730349 5272107 5272107 17086890 16209238 16209238 43956 34205 18135 185888 253819 229844 306159 X 11178858 10648034 5678188 5255045 16857046 15903079 17086890 16209238 16857046 119342 0 16976388 1073309 15903079 PUBLICLY TRADED MUTUAL FUND 1761225 1644737 116488 116488 CAPITAL GAIN DIVIDENDS P 145170 145170 145170 PUBLICLY TRADED MUTUAL FUND 169157 143733 25424 25424 CAPITAL GAIN DIVIDENDS P 5360 5360 5360 292442 121848 0 665535 11305336 0.058869 635500 10088121 0.062995 645949 9880937 0.065373 683865 10488330 0.065202 674492 11022772 0.061191 0.313630 0.062726 10754838 674608 5055 679663 652232 10110 0 10110 0 10110 12104 1500 13604 88 3406 3406 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 1 0 0 0 1 WWW.SCHALKENBACH.ORG MARK A SULLIVAN 2126836424 211 EAST 43RD STREET SUITE 400 NEW YORK NY 10017 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TED GWARTNEY 211 EAST 43RD STREET NEW YORK NY 10017 PRESIDENT 1.00 0 0 0 ERICH JACOBY-HAWKINS 211 EAST 43RD STREET NEW YORK NY 10017 VICE PRESIDENT 1.00 0 0 0 GREGG ERICKSON 211 EAST 43RD STREET NEW YORK NY 10017 TREASURER 1.00 0 0 0 WYN ACHENBAUM 211 EAST 43RD STREET NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 BRETT BARKER 211 EAST 43RD STREET NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 H WILLIAM 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 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 1.00 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 1.00 0 0 0 LEE HACHADOORIAN 211 EAST 43RD STREET NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 GIB HALVERSON 211 EAST 43RD STREET NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 BRENDAN HENNIGAN 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 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 84000 9185 0 PETER MINTER 211 EAST 43RD STREET NEW YORK NY 10017 IT MANAGER/WEBMASTER 40.00 64976 9185 0 JACOB SCHWARTZ-LUCAS 211 EAST 43RD STREET NEW YORK NY 10017 OUTREACH COORDINATOR 40.00 53354 9185 0 0 NONE 0 THE FOUNDATION PROMOTES THE SOCIAL AND ECONOMIC PHILOSOPHY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS BY CONTRACTING THE SERVICES OF AND MAKING GRANTS TO SCHOLARS, WRITERS AND OTHERS FOR PUBLISHING, RESEARCH AND OUTREACH PROJECTS. 56226 THE FOUNDATION CONDUCTS EDUCATION AND OUTREACH ACTIVITIES TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS. 261356 THE FOUNDATION SELLS AND DISTRIBUTES BOOKS AND PUBLICATIONS TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS. 117242 THE FOUNDATION SUPPORTS THE JOURNAL OF ECONOMICS AND SOCIOLOGY, INC., WHICH PUBLISHES A QUARTERLY JOURNAL IN THE INTEREST OF CONSTRUCTIVE SYNTHESIS IN THE SOCIAL SCIENCES. 13599 0 10751273 131089 36255 10918617 0 0 10918617 163779 10754838 537742 X 649496 0 2736 652232 0 652232 X 330273 290860 220848 267014 1108995 280732 247231 187721 226962 942646 652232 665535 635500 650033 2603300 6000 7000 12200 0 25200 646232 658535 623300 650033 2578100 0 0 358495 376845 336271 329365 1400976 0 0 0 0 X HENRY GEORGE INTERNATIONAL EDUCATION CENTER 10 DORIS CIRCLE NEWTON MA 02458 N/A PC GENERAL PROGRAM SUPPORT 1000 AMERICAN JOURNAL OF ECONOMICS AND SOCIOLOGY INC 211 EAST 43RD STREET NEW YORK NY 10017 N/A PC GENERAL PROGRAM SUPPORT 5000 6000 0 14 243125 18 292442 -7258 MISCELLANEOUS REVENUE 01 2607 0 538174 -7258 530916 10 NET LOSS 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 BANK ONE TRUST 1 BANK ONE PLAZA CHICAGO IL 60670 109141 X 2 NEILSON TRUST FUND B C/O JP MORGAN TRUST 21 SOUTH CLARK CHICAGO IL 60670 113821 X ACCOUNTING FEES 16735 2653 2653 14302 OFFICE FURNITURE, COMPUTERS AND EQUIPMENT 37850 32141 SL 5.000000000000 1446 0 1446 VANGAURD MUTUAL FUND - INTER-TERM INVEST-GR ADM FMV 895230 895230 VANGAURD MUTUAL FUND - SHORT-TERM INVEST-GR ADM FMV 594209 594209 VANGAURD MUTUAL FUND - STRATEGIC EQUITY FUND FMV 283714 283714 VANGAURD MUTUAL FUND - EXPLORER FUND ADMIRAL FMV 282816 282816 VANGAURD MUTUAL FUND - TOTAL INT'L STOCK INDEX FMV 2691936 2691936 VANGAURD MUTUAL FUND - TOTAL STOCK MKT IDX ADM FMV 1876886 1876886 VANGAURD MUTUAL FUND - U.S. GROWTH FUND ADMIRAL FMV 645826 645826 VANGAURD MUTUAL FUND - WINDSOR II FUND ADM FMV 655455 655455 VANGAURD MUTUAL FUND - TOTAL BOND MKT INDEX ADM FMV 1491784 1491784 VANGAURD MUTUAL FUND - TOTAL INT'L BOND INDEX FMV 1278044 1278044 OFFICE FURNITURE, COMPUTERS AND EQUIPMENT 37850 33587 4263 PROFESSIONAL LEGAL FEES 2720 0 0 2720 REMAINDER INTEREST IN TRUST 5678188 5255045 5255045 SECURITY DEPOSITS 52161 17062 17062 UNREALIZED LOSS ON INVESTMENTS 555858 CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUST 423143 PERIODIC PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COSTS 94308 TELEPHONE 5785 102 102 5683 SUPPLIES 14523 256 256 14267 OUTREACH 129626 0 0 142245 OFFICE EXPENSES 3992 32 32 3763 INSURANCE 6362 112 112 6800 POSTAGE & DELIVERY 1074 19 19 1055 FUNDRAISING EXPENSES 727 0 0 727 MISCELLANEOUS EXPENSES 5800 102 102 6020 MISCELLANEOUS REVENUE 2607 2607 ACCRUED PENSION LIABILITY 185888 253819 INVESTMENT MANAGEMENT 18394 18394 18394 0 PENSION CONSULTANT 1950 0 0 1950 EXCISE TAXES 10328 0 0 17132