CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC (EIN 03-6009701)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201903199349314385
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T14:58:14-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN030310172PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OBrien Shortle Reynolds & Sabotka PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line154 North Main StreetAddressLine1Txt
CityRutlandCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05701ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN036009701EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALVIN COOLIDGE PRESIDENTIAL FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCALVBusinessNameControlTxt
Phone8026723389PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BOX 97AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMITY SHLAESPersonNm
Person TitleCHAIR & CEOPersonTitleTxt
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGwen FlewellingPreparerPersonNm
PTINP01283080PTIN
Phone8027738344PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMITY SHLAESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BOX 97AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05056ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,815,907GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://COOLIDGEFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1960FormationYr
Legal Domicile StateVTLegalDomicileStateCd
Activity Or MissionTO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers150TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$10,463,039PYContributionsGrantsAmt
CY Contributions Grants$10,284,979CYContributionsGrantsAmt
PY Program Service Revenue$11,065PYProgramServiceRevenueAmt
CY Program Service Revenue$1,638CYProgramServiceRevenueAmt
PY Investment Income$91,578PYInvestmentIncomeAmt
CY Investment Income$489,164CYInvestmentIncomeAmt
PY Other Revenue-$12,513PYOtherRevenueAmt
CY Other Revenue-$78,173CYOtherRevenueAmt
PY Total Revenue$10,553,169PYTotalRevenueAmt
CY Total Revenue$10,697,608CYTotalRevenueAmt
PY Grants And Similar Paid$219,788PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$369,586CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$564,252PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$749,514CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$188,795CYTotalFundraisingExpenseAmt
PY Other Expenses$598,974PYOtherExpensesAmt
CY Other Expenses$753,923CYOtherExpensesAmt
PY Total Expenses$1,383,014PYTotalExpensesAmt
CY Total Expenses$1,873,023CYTotalExpensesAmt
PY Revenues Less Expenses$9,170,155PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,824,585CYRevenuesLessExpensesAmt
Total Assets BOY$12,703,698TotalAssetsBOYAmt
Total Assets EOY$20,635,818TotalAssetsEOYAmt
Total Liabilities BOY$47,875TotalLiabilitiesBOYAmt
Total Liabilities EOY$31,266TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,655,823NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,604,552NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$624,961ExpenseAmt
Grant$200GrantAmt
Revenue$1,638RevenueAmt
DescThe 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 Coolidge-themed event/lecture series, a Washington, DC Summit for high schoolers focused on the Coolidge presidency, the Calvin Writing Prize for Vermont youth, 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$408,668ExpenseAmt
Grant$309,386GrantAmt
DescThe Coolidge Scholarship The Foundation operates a merit scholarship program that awards full-ride 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 in-person interviews with a finalist jury. Since 2016, ten 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 for the values Coolidge championed, humility, and service.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$157,501ExpenseAmt
Grant$20,000GrantAmt
DescDebate Program The Foundation operates a high school debate program that emphasizes Coolidge-related topics and content instruction. The hallmark of the debate program is the Coolidge Cup, a national debate tournament with contests held around the country that culminate in a championship tournament held at the President Calvin Coolidge State Historic Site in Plymouth, Vermont each summer. In addition to the Cup, the Foundation also operates the Coolidge Debate League and hosts shorter debate training days for groups and schools. Hundreds participate in the debate program each year.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$136,436TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$40,000TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$1,327,566TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document63IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
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Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMATTHEW DENHARTPersonNm
Phone8026723389PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 97AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05056ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
E DAVID COOLIDGE
Trustee1.000.00Yes (X)$0$0$0
ROBERT A CERASOLI
TRUST/VICECHAIR1.000.00Yes (X)$0$0$0Yes (X)
HEIDI B ELDRED
Trustee1.000.00Yes (X)$0$0$0
JAMES H DOUGLAS
TRUST/VICECHAIR1.000.00Yes (X)$0$0$0Yes (X)
ROBY HARRINGTON III
Trustee1.000.00Yes (X)$0$0$0
CHRISTOPHER C JETER
TRUST/Treasurer1.000.00Yes (X)$0$0$0Yes (X)
JENNIFER HARVILLE
Trustee1.000.00Yes (X)$0$0$0
AMBASSADOR C BOYDEN GRAY
Trustee1.000.00Yes (X)$0$0$0
K ALAN HASSENFLU
Trustee1.000.00Yes (X)$0$0$0
DR JOHN TOMASI
Trustee1.000.00Yes (X)$0$0$0
REBEKAH MERCER
Trustee1.000.00Yes (X)$0$0$0
CHRIS NUNN
Trustee1.000.00Yes (X)$0$0$0
GARLAND TUCKER III
Trustee1.000.00Yes (X)$0$0$0
DAVID C JOHNSON JR
Trustee1.000.00Yes (X)$0$0$0
JENNIFER L FOSTER
Trustee1.000.00Yes (X)$0$0$0
DAVID C JOHNSON
Trustee1.000.00Yes (X)$0$0$0
SANDRA E GALE
Trustee1.000.00Yes (X)$0$0$0
ROBERT LUDDY
TRUST/Treasurer1.000.00Yes (X)$0$0$0Yes (X)
THOMAS COOLEY
Trustee1.000.00Yes (X)$0$0$0
AMITY SHLAES
TRUST/CHAIR&CEO50.000.00Yes (X)$265,000$0$27,007Yes (X)
KURT SCHMOKE
Trustee1.000.00Yes (X)$0$0$0
ARTHUR E CROWLEY JR
TRUST/Secretary1.000.00Yes (X)$0$0$0Yes (X)
RICHARD R HOUGH III
Trustee1.000.00Yes (X)$0$0$0
JUDGE EDITH JONES
Trustee1.000.00Yes (X)$0$0$0
THOMAS LOVETT
Trustee1.000.00Yes (X)$0$0$0
JENNIFER MCCAIN
Trustee1.000.00Yes (X)$0$0$0
MATTHEW DENHART
Executive Dir.50.000.00$199,538$0$24,052Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$464,538TotalReportableCompFromOrgAmt
Total Other Compensation$51,059TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$426,828FundraisingAmt
All Other Contributions$9,858,151AllOtherContributionsAmt
Noncash Contributions$35,637NoncashContributionsAmt
Total Contributions$10,284,979TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
HIGH SCHOOL DEBATES
Membership Dues & Assessments611710$1,638$1,638
FieldValueIRS element (for citing)
Total Program Service Revenue$1,638TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$489,164TotalRevenueColumnAmt
Related Or Exempt Func Income$489,164RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$28,065FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$426,828ContriRptFundraisingEventAmt
Fundraising Direct Expenses$110,181FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$82,116TotalRevenueColumnAmt
Exclusion-$82,116ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$12,061GrossSalesOfInventoryAmt
Cost Of Goods Sold$8,118CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,943TotalRevenueColumnAmt
Related Or Exempt Func Income$3,943RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,697,608TotalRevenueColumnAmt
Related Or Exempt Func Income$494,745RelatedOrExemptFuncIncomeAmt
Exclusion-$82,116ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Program Services$10,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$359,586TotalAmt
Program Services$359,586ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$515,597TotalAmt
Program Services$299,046ProgramServicesAmt
Management And General$97,963ManagementAndGeneralAmt
Fundraising$118,588FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$172,914TotalAmt
Program Services$100,290ProgramServicesAmt
Management And General$32,854ManagementAndGeneralAmt
Fundraising$39,770FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$19,985TotalAmt
Program Services$11,708ProgramServicesAmt
Management And General$3,712ManagementAndGeneralAmt
Fundraising$4,565FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$41,018TotalAmt
Program Services$23,791ProgramServicesAmt
Management And General$7,793ManagementAndGeneralAmt
Fundraising$9,434FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$136,852TotalAmt
Program Services$11,151ProgramServicesAmt
Management And General$125,701ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,150TotalAmt
Management And General$24,150ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,887TotalAmt
Program Services$1,368ProgramServicesAmt
Management And General$519ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,631TotalAmt
Program Services$6,235ProgramServicesAmt
Management And General$1,970ManagementAndGeneralAmt
Fundraising$2,426FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26,533TotalAmt
Management And General$26,533ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$40,238TotalAmt
Program Services$20,120ProgramServicesAmt
Management And General$12,071ManagementAndGeneralAmt
Fundraising$8,047FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$38,589TotalAmt
Program Services$38,589ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,927TotalAmt
Management And General$12,927ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$408,657$408,657
RESEARCH EXPENSE$11,749$11,749
MAINTENANCE TO HISTORIC CHURCH$11,049$11,049
Printing and Publications$8,407$4,930$1,557$1,920

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$22,254TotalAmt
Program Services$9,297ProgramServicesAmt
Management And General$8,912ManagementAndGeneralAmt
Fundraising$4,045FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,873,023TotalAmt
Program Services$1,327,566ProgramServicesAmt
Management And General$356,662ManagementAndGeneralAmt
Fundraising$188,795FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$531,691BOYAmt
EOY$947,729EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,225,481BOYAmt
EOY$2,892,340EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$93,250BOYAmt
EOY$110,500EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$10,937BOYAmt
EOY$10,937EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$28,728BOYAmt
EOY$8,244EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,339,999LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$804,409LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$532,506BOYAmt
EOY$535,590EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,774,148BOYAmt
EOY$7,785,141EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$34,663BOYAmt
EOY$22,463EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$472,294BOYAmt
EOY$8,322,874EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,703,698BOYAmt
EOY$20,635,818EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$47,082BOYAmt
EOY$31,266EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$793BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$47,875BOYAmt
EOY$31,266EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,203,800BOYAmt
EOY$2,176,330EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,869,971BOYAmt
EOY$14,846,170EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,582,052BOYAmt
EOY$3,582,052EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,655,823BOYAmt
EOY$20,604,552EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,703,698BOYAmt
EOY$20,635,818EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,824,585ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$872,367NetUnrlzdGainsLossesInvstAmt
Investment Expense-$3,489InvestmentExpenseAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$808,579CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,117,401CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,336,381CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,474,104CurrentTaxYearMinus1YearAmt
Current Tax Year$10,286,617CurrentTaxYearAmt
Total$24,023,082TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,214CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,441CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,117CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,454CurrentTaxYearMinus1YearAmt
Current Tax Year$12,061CurrentTaxYearAmt
Total$51,287TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$815,793CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,125,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,351,498CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,482,558CurrentTaxYearMinus1YearAmt
Current Tax Year$10,298,678CurrentTaxYearAmt
Total$24,074,369TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$409,913CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$727,152CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$790,619CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,294,496CurrentTaxYearMinus1YearAmt
Current Tax Year$8,902,008CurrentTaxYearAmt
Total$15,124,188TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$409,913CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$727,152CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$790,619CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,294,496CurrentTaxYearMinus1YearAmt
Current Tax Year$8,902,008CurrentTaxYearAmt
Total$15,124,188TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$8,950,181PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,008CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$91,578CurrentTaxYearMinus1YearAmt
Current Tax Year$211,354CurrentTaxYearAmt
Total$435,310TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,008CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$91,578CurrentTaxYearMinus1YearAmt
Current Tax Year$211,354CurrentTaxYearAmt
Total$435,310TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$855,719CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,172,850CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,396,942CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,574,136CurrentTaxYearMinus1YearAmt
Current Tax Year$10,510,032CurrentTaxYearAmt
Total$24,509,679TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.36520PublicSupportCY509Pct
Public Support PY5090.54600PublicSupportPY509Pct
Investment Income CY0.01780InvestmentIncomeCYPct
Investment Income PY0.01820InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$133,342AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,461,193BeginningYearBalanceAmt
Investment Earnings Or Losses-$286,509InvestmentEarningsOrLossesAmt
Administrative Expenses$1,413AdministrativeExpensesAmt
End Year Balance$4,018,791EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,186,432BeginningYearBalanceAmt
Contributions$3,000,000ContributionsAmt
Investment Earnings Or Losses$287,259InvestmentEarningsOrLossesAmt
Administrative Expenses$12,498AdministrativeExpensesAmt
End Year Balance$4,461,193EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,099,190BeginningYearBalanceAmt
Investment Earnings Or Losses$98,495InvestmentEarningsOrLossesAmt
Administrative Expenses$11,253AdministrativeExpensesAmt
End Year Balance$1,186,432EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$509,765BeginningYearBalanceAmt
Contributions$605,113ContributionsAmt
Investment Earnings Or Losses-$9,034InvestmentEarningsOrLossesAmt
Administrative Expenses$6,654AdministrativeExpensesAmt
End Year Balance$1,099,190EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$488,089BeginningYearBalanceAmt
Investment Earnings Or Losses$21,676InvestmentEarningsOrLossesAmt
End Year Balance$509,765EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.11000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.89000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,208,156OtherCostOrOtherBasisAmt
Depreciation$672,850DepreciationAmt
Book Value$535,306BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,572OtherCostOrOtherBasisAmt
Depreciation$39,288DepreciationAmt
Book Value$284BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$92,271OtherCostOrOtherBasisAmt
Depreciation$92,271DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$535,590TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Beneficial Interest in CRT$7,583,249
Coolidge Scholars Program Cash$487,209
Memorabilia$133,342
FieldValueIRS element (for citing)
Total Book Value Other Assets$8,322,874TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$10,538,098TotalRevEtcAuditedFinclStmtAmt
Other Revenue$118,299OtherRevenueAmt
Revenue Not Reported$118,299RevenueNotReportedAmt
Revenue Subtotal$10,419,799RevenueSubtotalAmt
Other Revenues Not Included$277,809OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$277,809RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,697,608TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,991,322TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$118,299OtherExpensesIncludedAmt
Expenses Not Reported$118,299ExpensesNotReportedAmt
Expenses Subtotal$1,873,023ExpensesSubtotalAmt
Total Expenses Per Form990$1,873,023TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 X : FIN48 FootnoteThe 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, 2018, 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 2015.
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990NETTED: DIRECT FUNDRAISING EXPENSES $110181 NETTED: COST OF GOODS SOLD $8118
Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/SREALIZED GAINS $277809
Part XII, Line 2d: Other expenses and losses per audited F/SNETTED: DIRECT FUNDRAISING EXPENSES $110181 NETTED: COST OF GOODS SOLD $8118

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FALL EVENTEvent1Nm
Gross Receipts Event1$431,153GrossReceiptsEvent1Amt
Charitable Contri Event1$417,703CharitableContriEvent1Amt
Gross Revenue Event1$13,450GrossRevenueEvent1Amt
Rent Facility Costs Event1$2,050RentFacilityCostsEvent1Amt
Food And Beverage Event1$38,646FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$44,749OtherDirectExpensesEvent1Amt
Event2AUGUST GALA DINNEREvent2Nm
Gross Receipts Event2$20,440GrossReceiptsEvent2Amt
Charitable Contri Event2$9,125CharitableContriEvent2Amt
Gross Revenue Event2$11,315GrossRevenueEvent2Amt
Rent Facility Costs Event2$6,206RentFacilityCostsEvent2Amt
Food And Beverage Event2$11,864FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,966OtherDirectExpensesEvent2Amt
Gross Receipts Total$451,593GrossReceiptsTotalAmt
Charitable Contributions Tot$426,828CharitableContributionsTotAmt
Gross Revenue Total Events$24,765GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$8,256RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$50,510FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$47,715OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$106,481DirectExpenseSummaryEventsAmt
Net Income Summary-$81,716NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2b - Fundraiser Additional InformationFormAndLineReferenceDesc
ExplanationFall Event in New York CityExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW YORK CITY URBAN DEBATE LEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAY 12TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Recipient EIN455249743RecipientEIN
Cash Grant$10,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantSPONSOR DEBATESPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
YOUTH WRITING PRIZES2$2,000
DEBATE AWARDS4$10,000
COOLIDGE SCHOLARSHIPS6$269,386
FINALIST AWARDS8$40,000
COOLIDGE SENATOR AWARDS38$38,000
COOLIDGE 5K RACE PRIZES2$200

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
AMITY SHLAES
TRUST/CHAIR&CEO$265,000$27,007$292,007
MATTHEW DENHART
Executive Dir.$199,538$24,052$223,590

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
FRED WAINWRIGHT
FORMER TRUST$3,489INVESTMENT FEESfalse
AMITY SHLAES
CHAIRMAN & C$292,007COMP & BENEFITSfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part V Supplemental InformationFormAndLineReferenceDesc
ExplanationFRED WAINWRIGHT, A FORMER TRUSTEE OF THE CALVIN COOLIDGE PRESIDENTIAL FOUNDATION, SERVED AS A PORTFOLIO MANAGER MANAGING THE FOUNDATION'S INVESTMENTS AT LEDYARD BANK IN HANOVER, NH. MR WAINWRIGHT WAS PAID AS AN EMPLOYEE OF LEDYARD BANK. THE COOLIDGE FOUNDATION PAID INVESTMENT FEES TO LEDYARD BANK. THE TERMS OF THESE FEES WERE NO MORE ONEROUS THAN THE TERMS OF FEES CHARGED OTHER ORGANIZATIONS BY LEDYARD BANK. THE COOLIDGE FOUNDATION'S INVESTMENTS WERE MANAGED BY LEDYARD BANK BEGINNING IN 2008, PRIOR TO MR WAINWRIGHT JOINING THE BOARD OF TRUSTEES. MR. WAINWRIGHT RESIGNED HIS POSITION ON THE COOLIDGE FOUNDATION'S BOARD OF TRUSTEES ON JULY 30, 2014. THE COOLIDGE FOUNDATION ENDED ITS BUSINESS RELATIONSHIP WITH LEDYARD BANK IN 2018.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 DETERMINED 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.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$35,637NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4: The Coolidge Scholarship The Foundation operates a merit scholarship program that awards full-ride 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 in-person interviews with a finalist jury. Since 2016, ten 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 for the values Coolidge championed, humility, and service. OTHER PROGRAM SERVICES 5: 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 to the Coolidge Foundation through the Coolidge Senators Network.
Form 990, Part VI, Line 4: Description of Significant Changes to Organizational DocumentsIN 2019 THE COOLIDGE FOUNDATION RESTATED AND MODERNIZED ITS ARTICLES OF INCORPORATION. THE RESTATED ARTICLES OF INCORPORATION WERE ACCEPTED BY THE STATE OF VERMONT. A COPY OF THE COOLIDGE FOUNDATION'S CURRENT ARTICLES OF INCORPORATION ARE ATTACHED TO THIS FORM 990.
Form 990, Part VI, Line 11b: Form 990 Review ProcessTHE 990 WAS REVIEWED BY THE INVESTMENT/AUDIT COMMITTEE, MANAGEMENT, AND OUTSIDE COUNSEL.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTRUSTEES REQUIRED TO DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementCEO's salary was determined by vote of the Board of Trustees 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 15b: Compensation Review and Approval Process for Officers and Key EmployeesForm 990, Part VI, Line 15B: Executive Director's salary was determined by vote of the Board of Trustees 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 AvailableORGANIZATION BYLAWS AVAILABLE VIA ORGANIZATION'S WEBSITE.
FORM 990, PART VI, SECTION A, LINE 4IN 2019 THE COOLIDGE FOUNDATION RESTATED AND MODERNIZED ITS ARTICLES OF INCORPORATION. THE RESTATED ARTICLES OF INCORPORATION WERE ACCEPTED BY THE STATE OF VERMONT. A COPY OF THE COOLIDGE FOUNDATION'S CURRENT ARTICLES OF INCORPORATION ARE ATTACHED TO THIS FORM 990.

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