TY 2021 Form 990PF

Part I	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books	(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)
	1	Contributions, gifts, grants, etc., received (attach schedule)	22,739
2	Check .............
3	Interest on savings and temporary cash investments	7,259	7,259
4	Dividends and interest from securities...	30,993	30,993
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		21,628
b	Gross sales price for all assets on line 6a 21,628
7	Capital gain net income (from Part IV, line 2)...		44,911
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		310,405	0	310,405
12	Total. Add lines 1 through 11........	393,024	83,163	310,405
	13	Compensation of officers, directors, trustees, etc.	0	0	0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		7,656	0	7,656	0
c	Other professional fees (attach schedule)....		61,257	10,876	34,381	16,000
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		1,446	0	1,446	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	17,609	0	17,609	0
22	Printing and publications..........
23	Other expenses (attach schedule).......		107,679	0	107,679	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	195,647	10,876	168,771	16,000
25	Contributions, gifts, grants paid.......	74,440			74,440
26	Total expenses and disbursements. Add lines 24 and 25	270,087	10,876	168,771	90,440
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	122,937
b	Net investment income (if negative, enter -0-)		72,287
c	Adjusted net income (if negative, enter -0-)...			141,634

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	50,891	82,809	82,809
	2	Savings and temporary cash investments.........	108,464	143,750	143,750
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........		22	22
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	2,011,267	2,253,726	2,253,726
	14	Land, buildings, and equipment: basis 881
		Less: accumulated depreciation (attach schedule) 881
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,170,622	2,480,307	2,480,307
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	630,988	940,673
	25	Net assets with donor restrictions............	1,539,634	1,539,634
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	2,170,622	2,480,307
	30	Total liabilities and net assets/fund balances (see instructions).	2,170,622	2,480,307

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	TIAA FSB GENERAL ENDOWMENT		2021-03-23	2021-03-25
b	TIAA FSB GENERAL ENDOWMENT		2018-11-29	2021-12-17
c	TIAA FSB BERNATH ENDOWMENT		2021-03-30	2021-05-12
d	TIAA FSB BERNATH ENDOWMENT		2018-11-29	2021-08-12
e	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	28,614	27,129	1,485
b	50,409	41,329	9,080
c	15,299	13,542	1,757
d	67,412	56,451	10,961
e	21,628		21,628

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			1,485
b			9,080
c			1,757
d			10,961
e			21,628

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	44,911
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	1,005
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,005
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	0
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	1,022
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	1,022
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	17
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	0
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
LAURA BELMONTE	VICE PRESIDENT 2.00	0	0	0
1702 MASADA WAY BLACKSBURG,VA24060
ANDREW PRESTON	PRESIDENT 5.00	0	0	0
MEMORAIL COURT QUEENS ROAD CAMBRIDGE,CB3 9AJ UK
AMY SAYWARD	EXECUTIVE DIRECTOR 10.00	0	0	0
1301 E MAIN ST MURFREESBORO,TN37132

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	CONFERENCES, NATIONAL HISTORY DAY	0
2	NEWSLETTER, PUBLICATIONS, WEBSITE	91,089
3	PRIZES, AWARDS,ENDOWMENTS	74,440
4

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					108,744
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	55,862
b From 2017......	40,169
c From 2018......	12,351
d From 2019......	12,692
e From 2020......
f Total of lines 3a through e ........		121,074
4Qualifying distributions for 2021 from Part
XI, line 4: $ 90,440
a Applied to 2020, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2021 distributable amount.....					90,440
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		18,304			18,304
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		102,770
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		37,558
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		65,212
10 Analysis of line 9:
a Excess from 2017....	40,169
b Excess from 2018....	12,351
c Excess from 2019....	12,692
d Excess from 2020....
e Excess from 2021....

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

3 Grants and Contributions Paid During the Year or Approved for Future Payment
aPaid during the year
MINAMI NISHIOKA 2-23-15 MIYANODAI SAKURASHI CHIBA,JAPAN285-0857 JA	NONE	I	DISSERTATION COMPLETION FELLOWSHIP	12,510
CLARE RICHARDSON WOLINER STR 56 BERLIN10435 GM	NONE	I	MICHAEL J HOGAN FOREIGN LANGUAGE FELLOWSHIP	6,013
AN THUY NGUYEN 29 MASSACHUSSETTS ST APT 1 OLD TOWN,ME04468	NONE	I	DISSERTATION COMPLETION FELLOWSHIP	10,417
JAMES FORTUNA 33 WALKER LANE WEST HARTFORD,CT06117	NONE	I	BEMIS DISSERTATION GRANT	2,000
NATHAN ELLSTRAND 5747 NORTH WINTHROP 302 CHICAGO,IL60660	NONE	I	BEMIS RESEARCH GRANT	2,000
MIRIAM LIPTON 1428 NW HIGHLAND DR CORVALLIS,OR97330	NONE	I	HOLT FELLOWSHIP	4,000
NADA KHALIFA 435 WEST 119TH STREET APT 3K NEW YORK,NY10027	NONE	I	BEMIS RESEARCH GRANT	2,000
ROBERT KONKEL 10 LAWRENCE DR APT 110 PRINCETON,NJ08540	NONE	I	GELFAN RAPPAPORT LEFEBER FELLOWSHIP	2,500
FRANCES MARTIN 91A FOSTER DR WILLIMANTIC,CT06226	NONE	I	BEMIS RESEARCH GRANT	2,000
STEVEN RODRIGUEZ 2311 SUNSET PLACE NASHVILLE,TN37212	NONE	I	BEMIS RESEARCH GRANT	2,000
NICOLE DE SILVA 779 MADRONA WALK APT H GOLETA,CA93117	NONE	I	MYRNA BERNATH GRANT	2,500
JILENE CHUA 176 KENTWOOD COURT RICHLAND,WA99352	NONE	I	BERNATH DISSERTATION RESEARCH FELLOWSHIP	4,000
SARAH MEINERS 210 WEST STATE STREET APT 2 ITHACA,NY14850	NONE	I	BEMIS DISSERTATION RESEARCH GRANT	2,000
ELIZABETH HAMEETEMAN 2045 COMMONWEALTH AVE APT 3 BRIGHTON,MA02135	NONE	I	GELFAND RAPPAPORT LAFEBRE FELLOWSHIP	2,500
AMIT SADAN 1613 BEAL AVE APT 3 ANN ARBOR,MI48105	NONE	I	BEMIS RESEARCH GRANT	2,000
ZIFENG LIU 54 NOLL ST APT 864 BROOKLYN,NY11206	NONE	I	GELFAND RAPPAPORT LAFEBER FELLOWSHIP	4,000
DEBBIE SHARNAK 9 VICTORIA CT MOOORESTOWN,NJ08057	NONE	I	WILLIAM APPLEMAN WILLIAMS JUNIOR FACULTY RESEARCH GRANTBERNATH LECTURE PRIZE	2,000
MEGAN STREIT 1350 HALF STREET SE WASHINGTON,DC20003	NONE	I	BEMIS RESEARCH GRANT	2,000
EMILY CONROY-KRUTZ 510 COLLINGWOOD DR EAST LANSING,MI48823	NONE	I	STUART BERNATH LECTURE PRIZE	1,000
PAUL BEHRINGER 4310 BOHAM ST DALLAS,TX75229	NONE	I	UNTERBERGER DISSERTATION PRIZE	1,000
MIRA KOHL 1576 N PRIEUR ST NEW ORLEANS,LA70116	NONE	I	BERNATH ARTICLE PRIZE	1,000
STEFAN LINK 43 FOREST EDGE DR HANOVER,NH03755	NONE	I	BERNATH BOOK PRIZE	2,500
SAMUEL ZIPP 82 DANA ST PROVIDENCE,RI02906	NONE	I	FERRELL BOOK PRIZE	1,000
TOSHIHIRO HIGUCHI 1021 ARLINGTON BLVD AP 821 ARLINGTON,VA22209	NONE	I	HUNT PRIZE INTERNATIONAL HISTORY	1,500
Total ................................. 3a	74,440

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
1	THE SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RLEATIONS (SHAFR) IS DEDICATED TO THE SCHOLARLY STUDY OF THE HISTORY OF AMERICAN FOREIGN RELATIONS. AS SUCH,IT PROMOTES THE STUDY,ADVANCEMENT AND DISSEMINATION OF A KNOWLEDGE OF AMERICAN FOREIGN RELATIONS THROUGH THE SPONSORSHIP OF RESEARCH, ANNUAL MEETINGS, AND PUBLICATIONS. SHAFR.ORG EXTENDS THIS MISSION BY PROVIDING AN ONLINE FORUM FOR DEMONSTRATING THE VALUE OF HISTORICAL THINKING TO UNDERSTANDING CONTEMPORARY FOREIGN RELATIONS

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

(a) Name of organization	(b) Type of organization	(c) Description of relationship

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....					81,736
3 Interest on savings and temporary cash investments ...........			14	7,259
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			14	21,628
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		59,880	310,405

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Name of organization SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	PAULA HUNT 310 N BOUNDARY ST CHAPEL HILL, NC27514	$ 11,708	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Name of organization SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS		Employer identification number 23-7266899

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	STOCK	$ 11,708	2021-03-31
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
MINAMI NISHIOKA 2-23-15 MIYANODAI SAKURASHI CHIBA,JAPAN285-0857 JA	NONE	I	DISSERTATION COMPLETION FELLOWSHIP	12,510
CLARE RICHARDSON WOLINER STR 56 BERLIN10435 GM	NONE	I	MICHAEL J HOGAN FOREIGN LANGUAGE FELLOWSHIP	6,013
AN THUY NGUYEN 29 MASSACHUSSETTS ST APT 1 OLD TOWN,ME04468	NONE	I	DISSERTATION COMPLETION FELLOWSHIP	10,417
JAMES FORTUNA 33 WALKER LANE WEST HARTFORD,CT06117	NONE	I	BEMIS DISSERTATION GRANT	2,000
NATHAN ELLSTRAND 5747 NORTH WINTHROP 302 CHICAGO,IL60660	NONE	I	BEMIS RESEARCH GRANT	2,000
MIRIAM LIPTON 1428 NW HIGHLAND DR CORVALLIS,OR97330	NONE	I	HOLT FELLOWSHIP	4,000
NADA KHALIFA 435 WEST 119TH STREET APT 3K NEW YORK,NY10027	NONE	I	BEMIS RESEARCH GRANT	2,000
ROBERT KONKEL 10 LAWRENCE DR APT 110 PRINCETON,NJ08540	NONE	I	GELFAN RAPPAPORT LEFEBER FELLOWSHIP	2,500
FRANCES MARTIN 91A FOSTER DR WILLIMANTIC,CT06226	NONE	I	BEMIS RESEARCH GRANT	2,000
STEVEN RODRIGUEZ 2311 SUNSET PLACE NASHVILLE,TN37212	NONE	I	BEMIS RESEARCH GRANT	2,000
NICOLE DE SILVA 779 MADRONA WALK APT H GOLETA,CA93117	NONE	I	MYRNA BERNATH GRANT	2,500
JILENE CHUA 176 KENTWOOD COURT RICHLAND,WA99352	NONE	I	BERNATH DISSERTATION RESEARCH FELLOWSHIP	4,000
SARAH MEINERS 210 WEST STATE STREET APT 2 ITHACA,NY14850	NONE	I	BEMIS DISSERTATION RESEARCH GRANT	2,000
ELIZABETH HAMEETEMAN 2045 COMMONWEALTH AVE APT 3 BRIGHTON,MA02135	NONE	I	GELFAND RAPPAPORT LAFEBRE FELLOWSHIP	2,500
AMIT SADAN 1613 BEAL AVE APT 3 ANN ARBOR,MI48105	NONE	I	BEMIS RESEARCH GRANT	2,000
ZIFENG LIU 54 NOLL ST APT 864 BROOKLYN,NY11206	NONE	I	GELFAND RAPPAPORT LAFEBER FELLOWSHIP	4,000
DEBBIE SHARNAK 9 VICTORIA CT MOOORESTOWN,NJ08057	NONE	I	WILLIAM APPLEMAN WILLIAMS JUNIOR FACULTY RESEARCH GRANTBERNATH LECTURE PRIZE	2,000
MEGAN STREIT 1350 HALF STREET SE WASHINGTON,DC20003	NONE	I	BEMIS RESEARCH GRANT	2,000
EMILY CONROY-KRUTZ 510 COLLINGWOOD DR EAST LANSING,MI48823	NONE	I	STUART BERNATH LECTURE PRIZE	1,000
PAUL BEHRINGER 4310 BOHAM ST DALLAS,TX75229	NONE	I	UNTERBERGER DISSERTATION PRIZE	1,000
MIRA KOHL 1576 N PRIEUR ST NEW ORLEANS,LA70116	NONE	I	BERNATH ARTICLE PRIZE	1,000
STEFAN LINK 43 FOREST EDGE DR HANOVER,NH03755	NONE	I	BERNATH BOOK PRIZE	2,500
SAMUEL ZIPP 82 DANA ST PROVIDENCE,RI02906	NONE	I	FERRELL BOOK PRIZE	1,000
TOSHIHIRO HIGUCHI 1021 ARLINGTON BLVD AP 821 ARLINGTON,VA22209	NONE	I	HUNT PRIZE INTERNATIONAL HISTORY	1,500
Total ................................. 3a				74,440

bApproved for future payment

Total ................................. 3b				0


Name of organization SOCIETY FOR HISTORIANS OF AMERICAN FOREIGN RELATIONS			Employer identification number 23-7266899
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
FIXED INCOME MUTUAL FUNDS	FMV	350,698	350,698
EQUITY MUTUAL FUNDS	FMV	570,503	570,503
FIXED INCOME MUTUAL FUNDS	FMV	509,188	509,188
EQUITY MUTUAL FUNDS	FMV	823,337	823,337

Description	Revenue and Expenses per Books	Adjusted Net Income
OFFICE EXPENSE	1,969	1,969
WEBSITE	11,884	11,884
COMMITTEE EXPENSE	1,592	1,592
BANK FEES	3,854	3,854
INSURANCE	2,968	2,968
OUTREACH PARTNERSHIPS	6,207	6,207
DIPLOMATIC HISTORY	71,400	71,400
PUBLICATIONS GUIDE	7,805	7,805

Description	Revenue And Expenses Per Books	Adjusted Net Income
PUBLISHER'S STIPEND	27,825	27,825
CONFERENCES	20,750	20,750
PUBLISHING ROYALTIES	179,749	179,749
PASSPORT	195	195
MAILING LIST SALES	150	150
MEMBERSHIP DUES AND ASSESSMENTS	81,736	81,736

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	10,876	10,876	0	0
MANAGEMENT FEES	50,381	0	34,381	16,000

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