ROBERT SCHALKENBACH FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT SCHALKENBACH FOUNDATION INC (EIN 13-1656331)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-04
- IRS object ID
- 202631249349101113
- Schema version
- 2024v5.5
- 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
- Legal Fees Schedule
- Other Assets 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 | 2026-05-04T08:51:19-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 |
| Business Name Line2 | DBA PROGRESS AND POVERTY INSTITUTE | BusinessNameLine2Txt |
| 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 | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER COATES | PreparerPersonNm |
| PTIN | P02247728 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,681,600 | 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 | $219,295 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $424,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $424,428 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $424,428 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $303,234 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,125,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $303,234 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $15 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $946,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $727,662 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $424,443 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $167,688 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,098 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $5,098 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $163,153 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $213,221 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,482 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $6,482 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $208,101 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $47,495 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,558 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $1,558 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $46,309 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,167 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $241 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $241 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,926 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,549 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,400 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,705 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,035 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,640 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $38,640 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,395 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,921 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $150 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $150 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $36,942 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,123 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $1,123 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,416 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,523 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,286 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,286 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,486 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $94,214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,534 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,534 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $87,702 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $688,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $61,512 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $609,193 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,111 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $769,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $61,512 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $671,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $177,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $666,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $362,931 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,088 | CashBOYAmt |
| Cash EOY | $88,536 | CashEOYAmt |
| Cash EOYFMV | $88,536 | CashEOYFMVAmt |
| Acct Rcvbl | $1,734 | AcctRcvblAmt |
| Acct Rcvbl BOY | $386 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,734 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,734 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $2,212 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $4,367 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $4,367 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $92,259 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $132,467 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $132,467 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $14,411,088 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,630,924 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,630,924 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,656 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,458 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,595 | LandBOYAmt |
| Land EOY | $4,198 | LandEOYAmt |
| Land EOYFMV | $4,198 | LandEOYFMVAmt |
| Other Assets BOY | $6,259,616 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,819,374 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,819,374 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,828,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,681,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,681,600 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61,472 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $86,876 | AccountsPayableEOYAmt |
| Grants Payable BOY | $11,587 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,688 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $33,690 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $180,827 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $106,749 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $273,391 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,500,895 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,775,604 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $6,220,600 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $6,632,605 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,721,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,408,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,828,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,681,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,721,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $177,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,509,123 | OtherIncreasesAmt |
| Subtotal | $22,408,209 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,408,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,125,768 | GrossSalesPriceAmt |
| Cost Or Other Basis | $822,534 | CostOrOtherBasisAmt |
| Gain Or Loss | $303,234 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $303,234 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $303,234 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,537 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,537 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,278 | OverpaymentAmt |
| Applied To ES Tax | $6,278 | 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 | Yes (1) | 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 |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | 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 | HTTPS://PROGRESSANDPOVERTYINSTITUTE.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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW DOWNHOUR | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | PRESIDENT | 9.00 | $0 | $0 | $0 |
| MIHALI FELIPE | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | VICE PRESIDENT | 1.50 | $0 | $0 | $0 |
| ERICH JACOBY-HAWKINS | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | TREASURER | 1.50 | $0 | $0 | $0 |
| MATT LEICHTER | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | SECRETARY | 1.50 | $0 | $0 | $0 |
| NIA JOHNSON | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | EXECUTIVE COMMITTEE | 1.50 | $0 | $0 | $0 |
| VICTOR RAMIREZ | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | EXECUTIVE COMMITTEE | 1.50 | $0 | $0 | $0 |
| MARK MOLLINEAUX | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | EXECUTIVE COMMITTEE | 1.50 | $0 | $0 | $0 |
| RICH NYMOEN | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| ERIC SORUM | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| FRANK DE JONG | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER ENGLAND | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN HOOKER | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAMSEY KILANI | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LARK LO SONTAG | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GABRIEL NAGY | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH POLITO | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUSSELL RICHIE | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BEN SCHULMAN | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPHINE FAASS | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | EXECUTIVE DIRECTOR | 40.00 | $167,688 | $32,349 | $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 |
|---|---|---|---|---|---|---|---|---|
| GAYLE LAMBERT | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | OPERATIONS & FINANCE | 40.00 | $52,330 | $12,690 | $0 |
| VERNON WALKER | ||||||||
| 407 NASSAU STREET | PRINCETON | NJ | 08540 | DIRECTOR OF CONTENT | 40.00 | $58,755 | $4,583 | $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 CONDUCTS EDUCATION AND OUTREACH ACTIVITIES TO PROMOTE THE SOCIAL AND ECONOMIC THEORY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS. | Description1Txt |
| Expenses1 | $178,525 | Expenses1Amt |
| Description2 | THE FOUNDATION PROMOTES THE SOCIAL AND ECONOMIC PHILOSOPHY OF HENRY GEORGE AND OTHER RELATED ECONOMISTS BY CONTRACTING THE SERVICES OF SCHOLARS, WRITERS AND OTHERS FOR PUBLISHING, RESEARCH AND OUTREACH PROJECTS. THE FOUNDATION ALSO UNDERTAKES INDEPENDENT RESEARCH FOR THIS MISSION. | Description2Txt |
| Expenses2 | $112,587 | Expenses2Amt |
| Description3 | THE FOUNDATION MAINTAINS A LIBRARY OF PUBLICATIONS RELATED TO ITS MISSION. | Description3Txt |
| Expenses3 | $104,135 | Expenses3Amt |
| Description4 | THE FOUNDATION OFFERS SCHOLARSHIPS TO SELECTED UNDERGRADUATE COLLEGE, AND GRADUATE SCHOOL, STUDENTS IN FIELDS OF STUDY RELATED TO THE FOUNDATION'S MISSION. | Description4Txt |
| Expenses4 | $80,423 | 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 | $14,958,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,338 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $320,970 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,354,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,354,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $230,316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,124,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $756,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $671,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $524 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $671,727 | QualifyingDistributionsAmt |
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 | $362,931 | CurrentYearAmt |
| Year1 | $376,282 | Year1Amt |
| Year2 | $270,740 | Year2Amt |
| Year3 | $328,182 | Year3Amt |
| Total | $1,338,135 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $308,491 | CurrentYearAmt |
| Year1 | $319,840 | Year1Amt |
| Year2 | $230,129 | Year2Amt |
| Year3 | $278,955 | Year3Amt |
| Total | $1,137,415 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $671,727 | CurrentYearAmt |
| Year1 | $924,615 | Year1Amt |
| Year2 | $815,059 | Year2Amt |
| Year3 | $664,744 | Year3Amt |
| Total | $3,076,145 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $62,010 | CurrentYearAmt |
| Year1 | $174,262 | Year1Amt |
| Year2 | $86,242 | Year2Amt |
| Year3 | $17,500 | Year3Amt |
| Total | $340,014 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $609,717 | CurrentYearAmt |
| Year1 | $750,353 | Year1Amt |
| Year2 | $728,817 | Year2Amt |
| Year3 | $647,244 | Year3Amt |
| Total | $2,736,131 | 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 | $504,137 | CurrentYearAmt |
| Year1 | $453,925 | Year1Amt |
| Year2 | $422,743 | Year2Amt |
| Year3 | $482,191 | Year3Amt |
| Total | $1,862,996 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PENNSLYVANIA ECONOMY LEAGUE | |||||||
| 88 N FRANKLIN ST 2 | WILKESBARRE | PA | 18701 | N/A | PC | SUPPORT RESEARCH PROJECT | $3,000 |
| RUTGERS STATE UNIVERSITY | |||||||
| 57 US HIGHWAY | NEW BRUNSWICK | NJ | 08901 | N/A | PC | SUPPORT RESEARCH PROJECT | $7,423 |
| SCHOLARSHIPS AMERICA INC | |||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | N/A | PC | PROGRESS OF IDEAS SCHOLARSHIP PROGRAM | $40,000 |
| UNIVERSITY OF MARYLAND- COLLEGE PARK | |||||||
| UNVIERSITY OF MARYLAND | COLLEGE PARK | MD | 20742 | N/A | PC | SUPPORT RESEARCH PROJECT | $6,587 |
| RAND CORPORATION | |||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 90401 | N/A | PC | SUPPORT RESEARCH PROJECT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,010 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RUTGERS STATE UNIVERSITY | |||||||
| 57 US HIGHWAY | NEW BRUNSWICK | NJ | 08901 | N/A | PC | PROGRESS OF IDEAS SCHOLARSHIP PROGRAM | $25,000 |
| ST JOHN'S UNIVERSITY | |||||||
| 81-98 170TH ST | JAMAICA | NY | 11432 | N/A | PC | SUPPORT RESEARCH PROJECT | $5,000 |
| CENTER FOR INNOVATIVE GOVERNANCE RESEARCH | |||||||
| 1717 K STREET NW 900 | WASHINGTON | DC | 20006 | N/A | PC | SUPPORT RESEARCH PROJECT | $688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,688 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $424,428 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $303,234 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $727,677 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $727,677 | TotalIncomeProducingActyAmt |
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 B | ||||||
| 1 | C/O JP MORGAN TRUST 10 S DEARBORN | CHICAGO | IL | 60603 | $104,609 | Yes (X) |
| NEILSON TRUST FUND A | ||||||
| 2 | C/O JP MORGAN TRUST 10 S DEARBORN | CHICAGO | IL | 60603 | $102,421 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,549 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,400 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,705 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE FURNITURE, COMPUTERS, AND EQUIPMENT | PropertyDesc |
| Cost Or Other Basis | $29,656 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $20,537 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $4,921 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD INTER-TERM INVEST-GR ADM VFIDX | FMV | $448,026 | $448,026 |
| VANGUARD LONG-TERM INVEST-GR ADM VWETX | FMV | $496,242 | $496,242 |
| VANGUARD SHORT-TERM INVEST-GR ADM VFSUX | FMV | $1,066,594 | $1,066,594 |
| VANGUARD TOTAL INT'L BOND IX ADM VTABX | FMV | $1,462,227 | $1,462,227 |
| VANGUARD TOTAL INT'L STOCK IX ADM VTIAX | FMV | $4,224,333 | $4,224,333 |
| VANGUARD TOTAL BOND MKT INDEX ADM VBTLX | FMV | $2,009,020 | $2,009,020 |
| VANGUARD TOTAL STOCK MKT IDX INST VITSX | FMV | $5,924,482 | $5,924,482 |
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 | $29,656 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $25,458 | AccumulatedDepreciationAmt |
| Book Value | $4,198 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,167 | LegalFeesAmt |
| Net Investment Income | $241 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $241 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,926 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST IN CHARITABLE REMAINDER TRUST | $6,220,600 | $6,632,605 | $6,632,605 |
| SECURITY DEPOSITS | $6,213 | $6,213 | $6,213 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $32,803 | $180,556 | $180,556 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE | $31,827 | $968 | $968 | $30,353 |
| SUPPLIES | $8,500 | $258 | $258 | $8,337 |
| OUTREACH | $21,770 | $0 | $0 | $21,805 |
| OFFICE EXPENSES | $6,075 | $185 | $185 | $5,890 |
| INSURANCE | $8,739 | $266 | $266 | $8,804 |
| POSTAGE & DELIVERY | $1,816 | $55 | $55 | $1,686 |
| MISCELLANEOUS EXPENSES | $15,487 | $1,802 | $1,802 | $10,827 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $15 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $1,097,118 |
| CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUST | $412,005 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| BOY Book Value | $33,690 | BOYBookValueAmt |
| EOY Book Value | $180,827 | EOYBookValueAmt |
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 | $37,735 | $37,735 | $37,735 | $0 |
| PENSION CONSULTANT | $8,125 | $905 | $905 | $7,220 |
| OTHER PROFESSIONAL FEES | $24,175 | $0 | $0 | $24,175 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $9,515 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |