2016-11-15T13:41:15-08:00 2015-12-31 OBrien Shortle Reynolds & Sabotka PC 54 North Main Street Rutland VT 05701 990 2015-01-01 036009701 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC CALV 8026723389 BOX 97 PLYMOUTH VT 05056 AMITY SHLAES CHAIR & CEO 2016-11-15 true Gwen Flewelling P01283080 8027738344 2015 2017-02-10 21:41:12Z AMITY SHLAES 15 WILLOW PLACE BROOKLYN NY 11201 1255479 false false X HTTPS://COOLIDGEFOUNDATION.ORG X 1960 VT TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION. 18 17 5 60 0 408955 899647 137028 19783 39926 47008 267304 197924 853213 1164362 47000 58683 0 422934 449870 0 127828 434938 397741 904872 906294 -51659 258068 2681737 2864195 16470 21987 2665267 2842208 X TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION. false false 416129 The Coolidge Foundation hosts programs at the Calvin Coolidge Historic Site in Plymouth Notch, Vermont, and around the country. The programs seek to educate and to perpetuate the memory and legacy of President Coolidge. In addition to programs described in 4b and 4c, these include education programs for school groups, a college scholarship program, an active website with educational materials, a printed newsletter, a weekly online newsletter, and two writing prizes: the Coolidge Prize for Journalism and the Calvin Prize for Vermont Youth. 149799 35433 DEBATE SERIES - THE FOUNDATION HOSTS AT THE CALVIN COOLIDGE STATE HISTORIC SITE A HIGH SCHOOL DEBATE PROGRAM THAT BRINGS STUDENTS TO LEARN ABOUT COOLIDGE AND COOLIDGE RELATED TOPICS AND COMPETE IN DEBATE COMPETITIONS WITH PRIZES FOR THE WINNERS. 26039 22000 WRITING PRIZES - THE FOUNDATION RUNS TWO WRITING PRIZE CONTESTS. THE COOLIDGE PRIZE FOR JOURNALISM IS AWARDED FOR THE PUBLISHED WRITING THAT BESTS MATCHES THE SPIRIT AND STYLE OF PRESIDENT COOLIDGE. THE SECOND WRITING PRIZE IS THE CALVIN PRIZE FOR VERMONT YOUTH AND IT REWARDS A VERMONT YOUTH WRITER FOR AN ORIGINAL ESSAY ON COOLIDGE THEMES AND VALUES. 20117 612084 true true false false false false false true false true true false false true false false true false false false false false false false true false false true true true false false false false false false false false true false false false false false false false false false false false false true 17 0 false 5 true false false false false false false true true false 0 false false false false false false false false false false X 18 17 false false false false false false false true true false false false true true true true true true 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 ANN SHRIVER SARGENT Trustee 1.50 0.00 X 0 0 0 ROBERT A CERASOLI VICE CHAIR 1.50 0.00 X X 0 0 0 HEIDI B ELDRED Trustee 1.50 0.00 X 0 0 0 JAMES H DOUGLAS Secretary 1.50 0.00 X X 0 0 0 ROBY HARRINGTON III Trustee 1.50 0.00 X 0 0 0 CHRISTOPHER C JETER Treasurer 1.50 0.00 X X 0 0 0 LESLIE KEEFE Trustee 1.50 0.00 X 0 0 0 AMBASSADOR C BOYDEN GRAY Trustee 1.50 0.00 X 0 0 0 CATHERINE M NELSON VICE CHAIR 1.50 0.00 X X 0 0 0 DR JOHN TOMASI Trustee 1.50 0.00 X 0 0 0 REBEKAH MERCER Trustee 1.50 0.00 X 0 0 0 CHRIS NUNN Trustee 1.50 0.00 X 0 0 0 GARLAND TUCKER III Trustee 1.50 0.00 X 0 0 0 JOHN W CHILDS Trustee 1.50 0.00 X 0 0 0 JENNIFER L FOSTER Trustee 1.50 0.00 X 0 0 0 DAVID C JOHNSON Trustee 1.50 0.00 X 0 0 0 OWEN J STEARNS Secretary 1.50 0.00 X X 0 0 0 AMITY SHLAES CHAIR & CEO 42.00 0.00 X X 180000 0 21660 MILTON G VALERA Trustee 1.50 0.00 X 0 0 0 MATTHEW DENHART Executive Dir. 40.00 0.00 X 115560 0 14980 295560 36640 2 false true false 0 899647 899647 HIGH SCHOOL DEBATES 14085 14085 Membership Dues & Assessments 611710 5698 5698 19783 47008 9698 37310 0 0 0 0 280600 82629 197971 197971 0 8441 8488 -47 -47 0 1164362 29434 235281 30983 30983 27700 27700 0 0 332200 192676 63118 76406 0 83836 49596 16308 17932 0 3877 2516 542 819 29957 17375 5692 6890 0 5580 5580 19850 19850 0 0 0 33188 33188 0 17363 10183 3217 3963 0 0 10890 10890 32170 16085 9651 6434 0 0 0 0 46051 46051 7352 7352 PROGRAM EXPENSES 162133 162133 INVESTMENT EXPENSE 16253 16253 SUPPLIES 11510 11510 Printing and Publications 10290 8993 880 417 25111 14605 7049 3457 906294 612084 166382 127828 275956 319765 0 0 6645 0 0 0 0 7662 10937 11816 7061 1359984 755739 645121 604245 1465160 1439065 0 0 33078 38733 236299 444389 2681737 2864195 14016 21653 2454 334 16470 21987 X 1198973 1197948 884242 1062208 582052 582052 2665267 2842208 2681737 2864195 X 258068 -80257 -870 X false true X false false X 160395 142401 209893 408955 774147 1695791 6501 3867 6275 7214 8441 32298 0 0 0 166896 146268 216168 416169 782588 1728089 0 0 1728089 38066 41187 39653 39926 47008 205840 0 38066 41187 39653 39926 47008 205840 0 0 204962 187455 255821 456095 829596 1933929 0.89360 0.87150 0.10640 0.12850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133342 X X X X false 509765 605113 -9034 6654 1099190 488089 21676 509765 433940 488089 456819 433940 542523 456819 0.54510 0.45490 false false false 1178684 596847 581837 89029 87057 1972 92271 71835 20436 604245 Coolidge Scholars Program Cash 210172 Memorabilia 133342 444389 1266989 102627 102627 1164362 1164362 1008921 102627 102627 906294 906294 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. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 NETTED: DIRECT FUNDRAISING EXPENSE $94139 NETTED: COST OF GOOD SOLD $8488 Part XII, Line 2d: Other expenses and losses per audited F/S NETTED: DIRECT FUNDRAISING EXPENSES $94139 NETTED: COST OF GOODS SOLD $8488 false FALL EVENT 256075 256075 4467 20305 37412 AUGUST GALA DINNER 24525 24525 10078 10367 280600 280600 4467 30383 47779 82629 197971 Part I, Line 2b - Fundraiser Additional Information Fall Event in New York City true DEBATE INSTITUTES AT DARTMOUT ROBINSON HALL 207 HANOVER NH 03755 461546109 22700 0 TO PROVIDE DEBATE CAMP SCHOLARSHIPS NATIONAL SPEECH & DEBATE ASSO 125 WATSON STREET RIPON WI 54971 390840589 8283 0 TO PROVIDE DEBATE SCHOLARSHIPS 0 2 YOUTH WRITING PRIZE 2 2000 DEBATE SCHOLARSHIP 45 4450 JOURNALISM PRIZE 1 20000 HISTORY DAY AWARD 1 250 COLLEGE SCHOLARSHIP 1 1000 X X false false false false false false false false false false AMITY SHLAES CHAIR & CEO 180000 21660 201660 FRED WAINWRIGHT FORMER TRUST 16253 INVESTMENT FEES false AMITY SHLAES CHAIRMAN & C 201660 COMP & BENEFITS false Schedule L, Part V Supplemental Information FRED WAINWRIGHT A FORMER TRUSTEE OF THE CALVIN COOLIDGE PRESIDENTIAL FOUNDATION, SERVES AS A PORTFOLIO MANAGER MANAGING THE FOUNDATION'S INVESTMENTS AT LEDYARD BANK IN HANOVER, NH. MR WAINWRIGHT AS 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 HAVE BEEN MANAGED BY LEDYARD BANK SINCE 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.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. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: DEBATE SERIES - THE FOUNDATION HOSTS AT THE CALVIN COOLIDGE STATE HISTORIC SITE A HIGH SCHOOL DEBATE PROGRAM THAT BRINGS STUDENTS TO LEARN ABOUT COOLIDGE AND COOLIDGE RELATED TOPICS AND COMPETE IN DEBATE COMPETITIONS WITH PRIZES FOR THE WINNERS. OTHER PROGRAM SERVICES 5: COOLIDGE SCHOLARS PROGRAM - THE FOUNDATION OPERATES A FULL-RIDE, MERIT SCHOLARSHIP PROGRAM THAT IS AWARDED TO OUTSTANDING HIGH SCHOOL STUDENTS. Form 990, Part VI, Line 11b: Form 990 Review Process THE 990 WAS REVIEWED BY THE FINANCE COMMITTEE, 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 15a: Compensation Review & Approval Process - CEO, Top Management CEO's salary was determined by vote of the Board of Trustees based on comparable salaries for comparable positions at similar organizations. 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 determined by vote of the Board of Trustees based on comparable salaries for comparable positions at similar organizations. 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 Decreases REALIZED LOSSES ON INVESTMENTS = -$870