CALKINS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CALKINS FOUNDATION (EIN 46-1493389)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201731329349101473
- Schema version
- 2016v3.0
- 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-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T11:02:42-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461493389 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Calkins Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CALK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH CALKINS | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520171325000066 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 70AA59F2BE43B178611149847D763A183DD9022D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,247,978 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $140,140 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,124 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,626,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,836 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $208,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,015 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $425 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $13,219 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,219 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,091 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,219 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,516 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,219 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,616 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,294 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,725 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,725 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,933,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,006,816 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,165,253 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,036,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,089,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,247,978 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,036,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,089,541 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,036,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,089,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,036,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,089,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,036,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,864 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,089,541 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,089,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,626,910 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,572,074 | CostOrOtherBasisAmt |
| Gain Or Loss | $54,836 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $54,836 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,836 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $193,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,082,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09312 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $124,944 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,080,053 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060068 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $112,106 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,023,384 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055405 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $492,500 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.208593 | TotalDistributionRt |
| Average Distribution | 0.052148 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,084,099 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $108,682 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $828 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $109,510 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,616 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $828 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $828 | SubtotalAmt |
| Tax Based On Investment Income | $828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $510 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $510 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $318 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joseph M Calkins | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Kara A Calkins | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,066,122 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,115,837 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,115,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,084,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $828 | TotalTaxAmt |
| Distributable Before Adj | $103,377 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,377 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,377 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,616 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $141,616 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $828 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $140,788 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,377 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $9,285 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,063 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,790 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $122,138 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,616 | QualifyingDistributionsAmt |
| Applied To Current Year | $103,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,239 | RemainingDistriFromCorpusAmt |
| Total Corpus | $160,377 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $160,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,285 | ExcessFromYear3Amt |
| Excess From Year2 | $22,063 | ExcessFromYear2Amt |
| Excess From Year1 | $90,790 | ExcessFromYear1Amt |
| Excess From Current Year | $38,239 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMPUS CRUSADE FOR CHRIST INC - FAMILY LIFE | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | N/A | PC | General & Unrestricted | $10,000 |
| COMMUNITY OF FAITH MISSION INC | |||||||
| PO BOX 6357 | WILLIAMSBURG | VA | 23188 | N/A | PC | General & Unrestricted | $2,000 |
| IMPACT MINISTRIES USA | |||||||
| PO BOX 550 | DUVALL | WA | 98019 | N/A | PC | Tim and Candy Weaver Ministries | $2,500 |
| IMPACT MINISTRIES USA | |||||||
| PO BOX 550 | DUVALL | WA | 98019 | N/A | PC | Support A Class Project | $20,000 |
| LIFEPOINTE CHRISTIAN CHURCH | |||||||
| PO BOX 400 | TOANO | VA | 23168 | N/A | PC | General & Unrestricted | $14,000 |
| MISSION TO THE WORLD PCA INC | |||||||
| PO BOX 2589 | SUWANEE | GA | 30024 | N/A | PC | Preston and Sarah Clarkson #17268 Division | $3,600 |
| PROVIDENCE CLASSICAL SCHOOL INCORPORATED | |||||||
| 6000 EASTER CIR | WILLIAMSBURG | VA | 23188 | N/A | PC | Scholarship Fund | $36,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Louisiana Flood Relief Project | $10,000 |
| SEND INTERNATIONAL OF THE UNITED STATES INC | |||||||
| PO BOX 513 | FARMINGTON | MI | 48332 | N/A | PC | support Phil & Lynn Jackson in Macedonia Ministry | $18,000 |
| SEND INTERNATIONAL OF THE UNITED STATES INC | |||||||
| PO BOX 513 | FARMINGTON | MI | 48332 | N/A | PC | Nick Vujicic Humanitarian Fund | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,959 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Joseph M Calkins Revocable Living T | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 Turners Landing | AddressLine1Txt |
| City | Lanexaa | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $140,140 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | FACEBOOK INC FB, 200 sh. | $23,160 | 2016-12-30 |
| 1 | APPLE INC AAPL, 200 sh. | $23,263 | 2016-12-30 |
| 1 | WASTE MANAGEMENT INC WM, 514.67095 sh. | $36,606 | 2016-12-30 |
| 1 | POWERSHARES QQQ NASDAQ 100 QQQ, 245 sh. | $29,166 | 2016-12-30 |
| 1 | INTEL CORP INTC, 765.61808 sh. | $27,945 | 2016-12-30 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $24,482 | $29,118 |
| APPLE INC | $39,118 | $53,509 |
| BRISTOL-MYERS SQUIBB CO | $27,681 | $23,668 |
| BROWN FORMAN CORP CL B | $25,922 | $24,976 |
| CHINA TELECOM CP LTD | $28,544 | $28,139 |
| CHIPOTLE MEX GRILL | $27,207 | $24,526 |
| CHUBB LIMITED | $20,965 | $26,688 |
| CME GROUP, INC | $18,710 | $25,838 |
| DODGE & COX INCOME FUND | $82,394 | $82,138 |
| DOUBLELINE TOTAL RETURN BOND | $83,862 | $81,428 |
| EATON CORP PLC | $26,043 | $26,702 |
| EXXON MOBIL CORP | $26,683 | $30,688 |
| FACEBOOK INC | $23,160 | $23,010 |
| FIRST TR VALUE LN DV | $54,656 | $56,060 |
| FMI INTERNATIONAL FUND | $96,025 | $105,409 |
| GENERAL ELECTRIC CO | $20,738 | $27,334 |
| GRANDEUR PEAK GLOBAL STALWARTS | $49,403 | $56,269 |
| GRANDEUR PEAK GLOBALOPPORTUNIT | $37,212 | $42,563 |
| GRANDEUR PEAK INTL OPPORTUNITI | $30,425 | $34,866 |
| INTEL CORP | $27,945 | $27,769 |
| ISHARE SP SMALL CAP 600 INDEX | $15,613 | $16,227 |
| ISHARES TR S & P MIDCAP 400 IN | $15,646 | $16,038 |
| ISHARES TRANSPORTATION | $15,546 | $15,795 |
| IVA INTERNATIONAL FUND CLASS I | $110,613 | $106,519 |
| JOHNSON & JOHNSON | $24,320 | $28,226 |
| JP MORGAN CHASE | $18,191 | $28,303 |
| KRAFT HEINZ CO | $19,345 | $29,601 |
| MATTHEWS ASIA PACIFIC EQUITY I | $69,335 | $70,818 |
| MICROSOFT CORP | $21,591 | $30,573 |
| NUVEEN BUILD AMER BOND FDCOM | $15,560 | $15,576 |
| NXP SEMICONDUCTORS | $16,207 | $25,287 |
| PAYPAL HOLDINGS, INC | $25,650 | $29,603 |
| PERFORMANCE TRUST TOTAL RETURN | $79,039 | $78,654 |
| POWERSHARES QQQ NASDAQ 100 | $109,819 | $124,405 |
| PRICELINE.COM INCORPORATED | $28,886 | $35,185 |
| PROCTER GAMBLE CO | $21,769 | $25,560 |
| SCHWAB US DIVIDEND EQUITY ETF | $85,473 | $87,140 |
| TARGET CORPORATION | $21,853 | $25,642 |
| VANGUARD GLBL FUND MINIMUM VOL | $65,734 | $73,088 |
| VANGUARD GNMA FUND ADMIRAL SHS | $121,240 | $120,117 |
| VANGUARD INTERMEDIATE TERM INV | $118,306 | $116,872 |
| VANGUARD SF REIT ETF | $37,460 | $42,668 |
| VERIZON COMMUNICATIONS | $23,489 | $25,836 |
| WASTE MANAGEMENT INC | $36,606 | $36,495 |
| WELLS FARGO & CO | $25,232 | $26,618 |
| WELLS FARGO ADVANTAGE INDEX AS | $93,118 | $103,709 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $425 | LegalFeesAmt |
| Disbursements Charitable Prps | $425 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $15,089 | $15,089 |
| State or Local Filing Fees | $2 | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $13,219 | Amt |
| Net Investment Income | $13,219 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2016 | CategoryTxt |
| Amt | $400 | Amt |
Comments