2021-11-15T17:12:37-08:00 2020-12-31 030310172 OBrien Shortle Reynolds & Sabotka PC 54 North Main Street Rutland VT 05701 990 2020-01-01 036009701 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC CALV 8026723389 BOX 97 PLYMOUTH VT 05056 AMITY SHLAES CHAIR & CEO 2021-11-15 true AMITY SHLAES 999009999 Gwen Flewelling P01283080 8027738344 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z AMITY SHLAES BOX 97 PLYMOUTH VT 05056 3783045 false X HTTPS://COOLIDGEFOUNDATION.ORG X 1960 VT TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION. 21 20 10 285 0 3107547 2646031 1788 1090 243855 971778 -86060 148294 3267130 3767193 668443 690620 0 800547 1082177 0 287173 818259 444658 2287249 2217455 979881 1549738 25076480 28347314 50054 54237 25026426 28293077 X TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION. false false 772762 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 4b 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 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. 593077 562570 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, seventeen Coolidge Scholarships have been awarded. Finalist 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. 91177 90000 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. 47517 18050 1504533 true true false false false false false true false true true false false true false true true false false false false false false false true false false true true true false false false false false true false false true false false false false true false false false true 121 0 true 10 true false false false false false false false 0 false false false false false false false X 21 20 false false false false false false false true true false false false true true true true true false true false AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN NC ND NH NJ NM NY OH OK PA RI SC TN UT VA WA WI WV X X MATTHEW DENHART 8026723389 PO BOX 97 PLYMOUTH VT 05056 AMITY SHLAES TRUST/CHAIR&CEO 50.00 1.00 X X 405827 0 32191 MATTHEW DENHART President 50.00 1.00 X 193846 0 31479 DEAN BALL Exec Dir. 9/20 50.00 1.00 X 45577 0 4470 E DAVID COOLIDGE Trustee 1.00 0.00 X 0 0 0 JENNIFER HARVILLE Trustee 1.00 0.00 X 0 0 0 ROBY HARRINGTON III Trustee 1.00 0.00 X 0 0 0 CHRISTOPHER C JETER Trustee 1.00 0.00 X 0 0 0 VLAD CORIC Trustee 1.00 0.00 X 0 0 0 AMBASSADOR C BOYDEN GRAY Trustee 1.00 1.00 X 0 0 0 K ALAN HASSENFLU Trustee 1.00 0.00 X 0 0 0 JOHN TOMASI Trustee 1.00 0.00 X 0 0 0 REBEKAH MERCER Trustee 1.00 0.00 X 0 0 0 CHRIS NUNN Trustee 1.00 1.00 X 0 0 0 GARLAND TUCKER III Trustee 1.00 0.00 X 0 0 0 DAVID C JOHNSON JR Trustee 1.00 0.00 X 0 0 0 CHRISTOPHER COX Trustee 1.00 0.00 X 0 0 0 STEVE FORBES Trustee 1.00 0.00 X 0 0 0 SANDRA E GALE Trustee 1.00 0.00 X 0 0 0 ROBERT LUDDY TRUST/Treasurer 1.00 0.00 X X 0 0 0 THOMAS COOLEY Trustee 1.00 0.00 X 0 0 0 KURT SCHMOKE Trustee 1.00 0.00 X 0 0 0 JANICE ROGERS BROWN Trustee 1.00 0.00 X 0 0 0 RICHARD R HOUGH III Trustee/Sec 1.00 0.00 X X 0 0 0 JUDGE EDITH JONES Trustee 1.00 0.00 X 0 0 0 MICHAEL BLOCK Trustee 1.00 0.00 X 0 0 0 JENNIFER MCCAIN Trustee 1.00 0.00 X 0 0 0 ROBERT A CERASOLI TRUST/VICECHAIR 1.00 0.00 X 0 0 0 JAMES H DOUGLAS TRUST/VICECHAIR 1.00 1.00 X 0 0 0 645250 68140 2 false true false 0 2646031 179818 2646031 Membership Dues & Assessments 611710 1090 1090 1090 971778 971778 0 0 0 0 153050 153050 153050 0 11096 15852 -4756 -4756 0 3767193 968112 153050 20000 20000 670620 670620 0 0 713391 418306 132241 162844 0 195472 114602 36246 44624 0 120332 71546 21857 26929 52982 31066 9822 12094 0 20961 20961 31202 31202 0 0 0 2383 2383 0 29932 29932 0 0 116911 116911 36953 32297 3159 1497 0 0 0 0 44978 44978 10834 10834 PROGRAM EXPENSES 76266 76266 OTHER FUNDRAISING EXPENSES 32651 32651 PUBLICITY AND EVENTS 10663 10663 Postage and Shipping 10159 9128 1031 20765 8274 6988 5503 2217455 1504533 425749 287173 1598406 1111000 0 2009359 1481120 25000 0 0 0 0 10937 22990 91059 15517 1497228 878240 627831 618988 9464093 13149550 0 0 14796 10191 11234999 11937958 25076480 28347314 50054 54237 50054 54237 X 3099903 4218700 21926523 24074377 25026426 28293077 25076480 28347314 X 1549738 433221 -270047 1553739 X false true X true false X 1336381 10474104 10286617 3109968 2799082 28006152 0 0 1336381 10474104 10286617 3109968 2799082 28006152 11347519 16658633 45444 91578 211354 245098 222251 815725 0 0 28821877 0.57800 X Support Schedule: Additional Supplemental Information IN 2019 THE FOUNDATION MET ITS PUBLIC SUPPORT PERCENTAGE UNDER THE RULES FOR PART III - SUPPORT SCHEDULE FOR ORGANIZATIONS DESCRIBED IN SECTION 509(A)(2). THE FOUNDATION APPLIED IN 2020 WITH THE IRS TO BE TREATED UNDER PART II - SUPPORT SCHEDULE FOR ORGANIZATIONS DESCRIBED IN SECTIONS 170(B)(1)(A)(IV) AND THUS COMPLETED PART II ON ITS 2020 990 SCHEDULE A. IN 2019 THE FOUNDATION HAD A PUBLIC SUPPORT PERCENTAGE OF 40.53%. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133342 X X X X false 5221814 3361643 8583457 4117201 1102127 5219328 4461193 -286509 1413 4173271 1186432 3000000 287259 12498 4461193 1099190 98495 11253 1186432 0.14500 0.85500 false false false 1327733 759583 568150 21927 18200 3727 147568 100457 47111 618988 Beneficial Interest in CRT 11279506 Coolidge Scholars Program Cash 375924 Memorabilia 133342 11937958 X 3045212 27546 27546 3017666 749527 749527 3767193 2245001 27546 27546 2217455 2217455 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, 2020, 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 2017. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 NETTED: DIRECT FUNDRAISING EXPENSES $11694 NETTED: COST OF GOODS SOLD $15852 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S REALIZED GAINS $729798 CAPITAL GAIN DISTRIBUTIONS $19729 Part XII, Line 2d: Other expenses and losses per audited F/S NETTED: DIRECT FUNDRAISING EXPENSES $11694 NETTED: COST OF GOODS SOLD $15852 false VIRTUAL GALA 153050 153050 153050 153050 153050 Part I, Line 2b - Fundraiser Additional Information Annual fundraiser held in a virtual format, no goods or services provided to attendees in 2020. true NATIONAL SPEECH & DEBATE ASSO 401 RAILROAD PLACE WEST DES MOINES IA 50265 390840589 10000 0 SPONSOR DEBATE TOURNAMENTS 0 1 DEBATE AWARDS 28 18050 COOLIDGE SCHOLARSHIPS 12 550570 FINALIST AWARDS 6 12000 COOLIDGE SENATOR AWARDS 90 90000 X X X X X false false false false false false false false false AMITY SHLAES TRUST/CHAIR&CEO 255827 150000 32191 438018 MATTHEW DENHART President 193846 31479 225325 AMITY SHLAES CHAIRMAN/CEO 438018 COMP & BENEFITS false Schedule L, Part V Supplemental Information 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. X 6 179818 false false false Form 990, Part III, Line 4d: Other Program Services Description 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, Line 11b: Form 990 Review Process THE 990 WAS REVIEWED BY MANAGEMENT AND OUTSIDE COUNSEL. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts TRUSTEES REQUIRED TO DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Form 990, Part VI, Line 15B: Executive Director's salary 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, Line 19: Other Organization Documents Publicly Available ORGANIZATION BYLAWS AVAILABLE VIA ORGANIZATION'S WEBSITE. Other Changes In Net Assets Or Fund Balances - Other Increases CHANGE IN VALUE - BNEFICIAL INTEREST IN SPLIT INT AGREEMENT = $1553739 CALVIN COOLIDGE PRESIDENTIAL FUND INC 3425 PROSPECT STREET NW WASHINGTON DC 20007 843876460 SUPPORT MISSION OF CC PRESIDENTIAL FDN DE 501C3 509A3 TYPE 1 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION false CHARITABLE REMAINDER TRUST PO BOX 97 PLYMOUTH VT 05056 SPLIT INTEREST AGREEMENT FL N/A TRUST false false false false false false false false false false false false false false false false false false false false