CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC (EIN 03-6009701)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349327452
- Schema version
- 2022v5.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:47:05-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030310172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBrien Shortle Reynolds & Sabotka PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 North Main Street | AddressLine1Txt |
| City | Rutland | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 036009701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 8026723389 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 97 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMITY SHLAES | PersonNm |
| Person Title | CHAIR & CEO | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMITY | PersonFirstNm |
| Person Last | SHLAES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gwen Flewelling | PreparerPersonNm |
| PTIN | P01283080 | PTIN |
| Phone | 8027738344 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMITY SHLAES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 97 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,133,724 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://COOLIDGEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 270 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,018,334 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,989,048 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,920 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,256 | CYProgramServiceRevenueAmt |
| PY Investment Income | $558,156 | PYInvestmentIncomeAmt |
| CY Investment Income | $111,040 | CYInvestmentIncomeAmt |
| PY Other Revenue | $256,097 | PYOtherRevenueAmt |
| CY Other Revenue | -$66,114 | CYOtherRevenueAmt |
| PY Total Revenue | $4,835,507 | PYTotalRevenueAmt |
| CY Total Revenue | $3,037,230 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,219,513 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,302,343 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,156,069 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,484,661 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $375,017 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,388,059 | PYOtherExpensesAmt |
| CY Other Expenses | $1,202,909 | CYOtherExpensesAmt |
| PY Total Expenses | $3,763,641 | PYTotalExpensesAmt |
| CY Total Expenses | $3,989,913 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,071,866 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$952,683 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,582,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,685,698 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,818 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $103,261 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,514,571 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,582,437 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,292,395 | ExpenseAmt |
| Grant | $1,148,466 | GrantAmt |
| Desc | The Coolidge Scholarship The Foundation operates a merit scholarship program that awards full undergraduate scholarships to outstanding high school students. The scholarship program attracts thousands of students each year, each of whom learns about President Coolidge and his values through the course of applying for the scholarship. The Coolidge Foundation conducts a rigorous, multi-stage, review process that culminates with interviews with a finalist jury. Since 2016, thirty-two Coolidge Scholarships have been awarded. Finalists are also awarded a smaller one-time scholarship. The chief criterion is academic excellence. Secondary criteria include interest in policy, appreciation of the values Coolidge championed, humility, and service. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,218,331 | ExpenseAmt |
| Desc | The Coolidge Foundation hosts programs around the country that seek to educate and to perpetuate the memory and legacy of President Calvin Coolidge. In addition to programs described in 4a and 4c, these programs include a national high school debate program that emphasizes Coolidge related topics, content, and instruction, a Coolidge-themed event/lecture series, the Coolidge quarterly, a bi-weekly e-newsletter, an active website with educational materials, and history education programs at the President Calvin Coolidge State Historic Site for students of all ages. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $310,854 | ExpenseAmt |
| Grant | $104,515 | GrantAmt |
| Desc | Coolidge Senators Program -- The Coolidge Senators Program honors the top applicants to the Coolidge Scholarship by hosting them at the annual Coolidge Senators Summit in Washington, DC. While in Washington the students tour all three branches of government, attend seminars with nationally known policy experts and business leaders, and engage in formal debates on issues in public policy. The students remain engaged with the Coolidge Foundation through the Coolidge Senators Network. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $197,373 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $49,362 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,018,953 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 126 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW DENHART | PersonNm |
| Phone | 8026723389 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05056 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| AMITY SHLAES | |||||||
| TRUST/CHAIR&CEO | 50.00 | 1.00 | Yes (X) | Yes (X) | $449,327 | $0 | $31,435 |
| MATTHEW DENHART | |||||||
| President | 50.00 | 1.00 | Yes (X) | $310,000 | $0 | $30,738 | |
| Colleen Stamos | |||||||
| Dir,Coolidge House | 40.00 | 0.00 | $109,154 | $0 | $16,588 | ||
| Jared Rhoads | |||||||
| Dir, Debate | 30.00 | 0.00 | $104,904 | $0 | $5,245 | ||
| E DAVID COOLIDGE | |||||||
| Trustee/V Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT A CERASOLI | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER HARVILLE | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES H DOUGLAS | |||||||
| TRUST/VICECHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBY HARRINGTON III | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER C JETER | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VLAD CORIC | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| K ALAN HASSENFLU | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS NUNN | |||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARLAND TUCKER III | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CHILDS | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER COX | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE FORBES | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA E GALE | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT LUDDY | |||||||
| TRUST/Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BOYDEN GRAY | |||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KURT SCHMOKE | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JANICE ROGERS BROWN | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ARONSTEIN | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD R HOUGH III | |||||||
| Trustee/Sec | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUDGE EDITH JONES | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BLOCK | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER MCCAIN | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN COCHRANE | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH HEMENWAY | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $973,385 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $84,006 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $335,247 | FundraisingAmt |
| All Other Contributions | $2,653,801 | AllOtherContributionsAmt |
| Noncash Contributions | $204,946 | NoncashContributionsAmt |
| Total Contributions | $2,989,048 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Membership Dues & Assessments | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $3,256 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,256 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,256 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,040 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,040 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15,170 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $335,247 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $89,527 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$74,357 | TotalRevenueColumnAmt |
| Exclusion | -$74,357 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $15,210 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,967 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,243 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,037,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $122,539 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$74,357 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,302,343 | TotalAmt |
| Program Services | $1,302,343 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,389 | TotalAmt |
| Program Services | $619,995 | ProgramServicesAmt |
| Management And General | $196,021 | ManagementAndGeneralAmt |
| Fundraising | $241,373 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,239 | TotalAmt |
| Program Services | $174,285 | ProgramServicesAmt |
| Management And General | $55,103 | ManagementAndGeneralAmt |
| Fundraising | $67,851 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,998 | TotalAmt |
| Program Services | $21,244 | ProgramServicesAmt |
| Management And General | $29,500 | ManagementAndGeneralAmt |
| Fundraising | $8,254 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,035 | TotalAmt |
| Program Services | $41,651 | ProgramServicesAmt |
| Management And General | $13,169 | ManagementAndGeneralAmt |
| Fundraising | $16,215 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,419 | TotalAmt |
| Program Services | $62,419 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,496 | TotalAmt |
| Management And General | $51,496 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,816 | TotalAmt |
| Management And General | $2,816 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,420 | TotalAmt |
| Program Services | $22,531 | ProgramServicesAmt |
| Management And General | $7,117 | ManagementAndGeneralAmt |
| Fundraising | $8,772 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,698 | TotalAmt |
| Management And General | $154,698 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,630 | TotalAmt |
| Program Services | $35,510 | ProgramServicesAmt |
| Management And General | $3,473 | ManagementAndGeneralAmt |
| Fundraising | $1,647 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,244 | TotalAmt |
| Management And General | $46,244 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,863 | TotalAmt |
| Management And General | $13,863 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $721,219 | $721,219 | ||
| OTHER FUNDRAISING EXPENSES | $28,572 | $28,572 | ||
| DUES & SUBSCRIPTIONS | $10,860 | $10,860 | ||
| RESEARCH EXPENSE | $10,072 | $10,072 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,600 | TotalAmt |
| Program Services | $7,684 | ProgramServicesAmt |
| Management And General | $11,583 | ManagementAndGeneralAmt |
| Fundraising | $2,333 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,989,913 | TotalAmt |
| Program Services | $3,018,953 | ProgramServicesAmt |
| Management And General | $595,943 | ManagementAndGeneralAmt |
| Fundraising | $375,017 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200,421 | BOYAmt |
| EOY | $933,663 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,444,827 | BOYAmt |
| EOY | $813,462 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,190 | BOYAmt |
| EOY | $21,614 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,920 | BOYAmt |
| EOY | $42,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,546,686 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $965,720 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,921 | BOYAmt |
| EOY | $580,966 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,990,467 | BOYAmt |
| EOY | $13,236,805 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,662 | BOYAmt |
| EOY | $7,134 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,310,981 | BOYAmt |
| EOY | $13,049,416 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,582,389 | BOYAmt |
| EOY | $28,685,698 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,818 | BOYAmt |
| EOY | $103,261 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,818 | BOYAmt |
| EOY | $103,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,807,145 | BOYAmt |
| EOY | $28,582,437 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,707,426 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,514,571 | BOYAmt |
| EOY | $28,582,437 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,582,389 | BOYAmt |
| EOY | $28,685,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$952,683 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,082,216 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $8,158 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,905,393 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,286,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,109,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,799,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,018,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,989,048 | CurrentTaxYearAmt |
| Total | $23,203,049 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,286,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,109,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,799,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,018,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,989,048 | CurrentTaxYearAmt |
| Total | $23,203,049 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,500,924 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,702,125 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $211,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $222,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $270,965 | CurrentTaxYearAmt |
| Total | $1,164,516 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,367,565 | TotalSupportAmt |
| Public Support CY170 | 0.56230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $142,832 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,022,471 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,098,318 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,924,153 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,583,457 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,439,014 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,022,471 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,221,814 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,361,643 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,583,457 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,117,201 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,102,127 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,219,328 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,461,193 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$286,509 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,413 | AdministrativeExpensesAmt |
| End Year Balance | $4,173,271 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,377,191 | OtherCostOrOtherBasisAmt |
| Depreciation | $831,780 | DepreciationAmt |
| Book Value | $545,411 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,136 | DepreciationAmt |
| Book Value | $1,791 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $147,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $113,804 | DepreciationAmt |
| Book Value | $33,764 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $580,966 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial Interest in CRT | $12,549,849 |
| Coolidge Scholars Program Cash | $214,388 |
| Memorabilia | $142,832 |
| Rounding | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,049,416 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,291,110 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $93,955 | OtherRevenueAmt |
| Revenue Not Reported | $93,955 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,197,155 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$159,925 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$159,925 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,037,230 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,083,778 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $93,865 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $93,865 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,989,913 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,989,913 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | THE ORGANIZATION OWNS A MODEST COLLECTION OF HISTORICAL DOCUMENTS, MEMORABILIA, AND ARTWORK RELATED TO THE LIFE, CAREER, AND LEGACY OF PRESIDENT CALVIN COOLIDGE. THIS COLLECTION IS USED TO FURTHER THE FOUNDATION'S MISSION THROUGH PUBLIC EDUCATION AND PRESERVATION. ITEMS FROM THE COLLECTION, ON OCCASION, ARE LOANED TO OTHER TAX-EXEMPT AND GOVERNMENTAL ORGANIZATIONS FOR EDUCATIONAL USE. |
| Part V, Line 4: Intended uses of the endowment fund. | The Organization intends to use its endowment assets to support the Coolidge Scholars Program. |
| Part X : FIN48 Footnote | The Foundation is tax exempt under provisions of IRS Section 501(c)(3) and as such pays no tax on its exempt function income.Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and recognize a tax liability (or asset) if the Foundation has taken an uncertain position that more-likely-than-not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Foundation, and has concluded that as of December 31, 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to 2019. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | NETTED: DIRECT FUNDRAISING EXPENSES $87412 NETTED: COST OF GOODS SOLD $6543 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | NETTED: DIRECT FUNDRAISING EXPENSES $87412 NETTED: COST OF GOODS SOLD $6453 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $344,997 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $335,247 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $51,790 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $35,622 | OtherDirectExpensesEvent1Amt |
| Event2 | Coolidge 5k | Event2Nm |
| Gross Receipts Event2 | $5,420 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $5,420 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,115 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $350,417 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $335,247 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,170 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $51,790 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,737 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $89,527 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$74,357 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| DEBATE AWARDS | 15 | $17,500 |
| COOLIDGE SCHOLARSHIPS | 19 | $1,113,466 |
| FINALIST AWARDS | 7 | $35,000 |
| COOLIDGE SENATOR AWARDS | 96 | $104,515 |
| DEBATE TRAVEL STIPENDS | 96 | $31,862 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| AMITY SHLAES | ||||
| TRUST/CHAIR&CEO | $299,327 | $150,000 | $31,435 | $480,762 |
| MATTHEW DENHART | ||||
| President | $200,000 | $110,000 | $30,738 | $340,738 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMITY SHLAES | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CHAIRMAN/CEO | RelationshipDescriptionTxt |
| Transaction | $480,762 | TransactionAmt |
| Transaction | COMP & BENEFITS | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | AMITY SHLAES SERVES AS CHAIRMAN OF THE BOARD OF TRUSTEES AND AS CHIEF EXECUTIVE OFFICER. SHE IS PAID A SALARY FOR HER DUTIES AS CHIEF EXECUTIVE OFFICER. THE SALARY WAS APPROVED BY VOTE OF THE BOARD OF TRUSTEES AND WAS DETERMINED BY THE BOARD AFTER CONSIDERING COMPENSATION FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS AND HAVING A COMPENSATION STUDY CONDUCTED BY AN EXPERT OUTSIDE FIRM. THE COMPENSATION AMOUNT FOR 2022 INCLUDES A RETENTION BONUS PAYMENT, EARNED AFTER SEVERAL YEARS OF EMPLOYMENT WITH THE FOUNDATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $111,157 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | OTHER PROGRAM SERVICES 4: Coolidge Senators Program -- The Coolidge Senators Program honors the top applicants to the Coolidge Scholarship by hosting them at the annual Coolidge Senators Summit in Washington, DC. While in Washington the students tour all three branches of government, attend seminars with nationally known policy experts and business leaders, and engage in formal debates on issues in public policy. The students remain engaged with the Coolidge Foundation through the Coolidge Senators Network. |
| Form 990, Part VI, Section B, Line 11b | THE 990 WAS REVIEWED BY MANAGEMENT AND OUTSIDE COUNSEL. |
| Form 990, Part VI, Section B, Line 12c | TRUSTEES REQUIRED TO DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST. |
| Form 990, Part VI, Section B, Line 15a | CEO's compensation was approved by vote of the Board of Trustees and determined based on comparable salaries for comparable positions at similar organizations, as determined by a compensation study conducted by a reputable expert firm. |
| Form 990, Part VI, Section B, Line 15b | President's compensation was authorized by the Board of Trustees and determined based on comparable salaries for comparable positions at similar organizations. |
| Form 990, Part VI, Section C, Line 19 | ORGANIZATION BYLAWS AVAILABLE VIA ORGANIZATION'S WEBSITE. |
| Form 990, Part XI, Line 9 | CHANGE IN VALUE - BENEFICIAL INTEREST IN SPLIT INT AGREEMENT = -$1905393 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVIN COOLIDGE PRESIDENTIAL FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3425 PROSPECT STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843876460 | EIN |
| Primary Activities | SUPPORT MISSION OF CC PRESIDENTIAL FDN | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 509A3 TYPE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3780 VT 100A | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SPLIT INTEREST AGREEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | TRUST | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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