2021-04-05T11:26:46-05:00 2020-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2020-01-01 461493389 The Calkins Foundation % Foundation Source CALK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 joseph m calkins president 8008391754 2021-03-29 true joseph m calkins 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 2784740 X 0 X 140 140 35172 35172 93552 1781551 93788 128864 129100 0 430 0 0 430 14366 14366 1860 204 15770 15770 32426 14570 0 16200 90000 90000 122426 14570 0 106200 6438 114530 35040 101434 101434 2017696 1957740 2683306 2052736 2059174 2784740 0 0 X 2052736 2059174 2052736 2059174 2052736 2059174 2052736 6438 2059174 2059174 Publicly-traded Securities 1781551 1687763 93788 93788 93788 1592 1592 1592 1100 0 1100 X 492 false false false false false false false true true VA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Joseph M Calkins Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Sec, Dir 1.0 0 0 0 Kara A Calkins Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas, VP 1.0 0 0 0 2361150 124242 0 2485392 0 2485392 37281 2448111 122406 122406 1592 1592 120814 120814 120814 106200 0 0 0 0 106200 0 106200 120814 2018 2017 2016 90790 38239 86110 15648 51894 282681 106200 106200 0 14614 14614 268067 0 76176 191891 38239 86110 15648 51894 NONE X FAMILY FOUNDATION 707 E FRANKLIN ST RICHMOND VA 23219 N/A PC General & Unrestricted 1000 LIFEPOINTE CHRISTIAN CHURCH PO BOX 400 TOANO VA 23168 N/A PC General & Unrestricted 24000 LIFEPOINTE CHRISTIAN CHURCH PO BOX 400 TOANO VA 23168 N/A PC Building Fund 30000 OYSTER POINT ROTARY FOUNDATION 725 CITY CENTER BLVD STE 200 NEWPORT NEWS VA 23606 N/A PC Bikes for Tikes 5000 SEND INTERNATIONAL OF THE UNITED STATES INC PO BOX 513 FARMINGTON MI 48332 N/A PC General & Unrestricted 18000 THE CIRCE INSTITUTE INC 4190 BROWNWOOD LN NW CONCORD NC 28027 N/A PC General & Unrestricted 10000 VIRGINIA CAPITAL TRAIL FOUNDATION 200 S 3RD ST RICHMOND VA 23219 N/A PC General & Unrestricted 2000 90000 14 140 14 35172 18 93552 128864 128864 false false false false false false false false false false ALPHABET INC CL A 16009 24537 AMAZON COM 15735 26055 APPLE INC 7998 58384 AQR LARGE CAP DEFENSIVE STYLE 83848 112570 ARK INNOVATION ETF 53681 145031 BANK OF AMERICA CORP 32084 42858 BERRY PLASTICS GROUP INC 34371 35231 BROADCOM INC 24326 48164 COMCAST CORP 26810 42339 CROWN CASTLE INTL 35962 39161 CVS CAREMARK CORP 29359 36677 FIRST TR VALUE LN DV 64844 71297 FIRST TRUST LOW DURATION OPPOR 134594 132587 FRANCO NEV CORP 25586 45369 GRANDEUR PEAK GLOBAL STALWARTS 148022 251092 INVESCO QQQ TRUST 48235 146830 JP MORGAN CHASE 20788 45110 JPMORGAN HEDGED EQUITY SELECT 104189 109092 KRATOS DEFENSE & SECURITY SOLU 33427 42928 MICROSOFT CORP 9421 47598 PERFORMANCE TRUST TOTAL RETURN 115926 121538 QUALCOMM INC 18604 38542 SALESFORCE.COM 28020 40278 SYSCO CORP 28866 39803 TAIWAN SEMICONDUCTOR MFG CO LT 30734 59209 VANGUARD DIVIDEND APPRECIATION 99767 127477 VANGUARD GNMA FUND ADMIRAL SHS 154084 156323 VANGUARD HEALTHCARE INDEX FND 45443 62624 VANGUARD SHORT-TERM FEDERAL FD 203582 207981 VANGUARD ULTRA ST BND ADMR 207901 208687 VISA INC 28332 35653 WALT DISNEY HOLDINGS CO 31749 55985 WHEATON PRECIOUS METALS CORP 15443 26296 General Consultations 430 430 Administrative Fees 15770 15770 Investment Management Services 14366 14366 990-PF Estimated Tax for 2020 1100 990-PF Excise Tax for 2019 556 Foreign Tax Paid 204 204