CALKINS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CALKINS FOUNDATION (EIN 46-1493389)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-12
- IRS object ID
- 201621039349101102
- Schema version
- 2015v2.1
- 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
- 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 | 2016-04-12T15:44:59-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 M CALKINS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-03-27 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,128,359 | 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 | $104,543 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $52 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,980 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,942 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,146,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,942 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,974 | 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 | $12,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,971 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $761 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,180 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,337 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,835 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,835 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,003 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $306,277 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,294 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,772,055 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,933,383 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,025,065 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,078,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,036,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,128,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,078,332 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,036,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,078,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,036,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,078,332 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,036,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,078,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,655 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,036,677 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,036,677 | 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 | $1,146,695 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,125,753 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,942 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,942 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,942 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $124,944 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,080,053 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060068 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $112,106 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,023,384 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055405 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $492,500 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.115473 | TotalDistributionRt |
| Average Distribution | 0.038491 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,082,806 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,169 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $490 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,659 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $194,440 | 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 | $490 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $490 | SubtotalAmt |
| Tax Based On Investment Income | $490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $110 | OverpaymentAmt |
| Applied To ES Tax | $110 | AppliedToESTaxAmt |
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 | $2,026,610 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,114,524 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,114,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,082,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $490 | TotalTaxAmt |
| Distributable Before Adj | $103,650 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,650 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,650 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,440 | 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 | $194,440 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $490 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $193,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,650 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $9,285 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,063 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,348 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,440 | QualifyingDistributionsAmt |
| Applied To Current Year | $103,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,790 | RemainingDistriFromCorpusAmt |
| Total Corpus | $122,138 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $122,138 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,285 | ExcessFromYear2Amt |
| Excess From Year1 | $22,063 | ExcessFromYear1Amt |
| Excess From Current Year | $90,790 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 D MINISTRIES | |||||||
| PO BOX 120 | MONUMENT | CO | 80132 | N/A | PC | Stuart and Beth Ferguson Ministry | $15,000 |
| ANSWERS IN GENESIS INC | |||||||
| 2800 BULLITTSBURG CHURCH RD | PETERSBURG | KY | 41080 | N/A | PC | Ark Encounter Project | $10,000 |
| CAMPUS CRUSADE FOR CHRIST INC - FAMILY LIFE | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | N/A | PC | Family Life Matching Campaign | $20,000 |
| CAMPUS CRUSADE FOR CHRIST INC - FAMILY LIFE | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | N/A | PC | Eric & Deb Riedy Ministry | $2,400 |
| CHRIST FELLOWSHIP CHURCH OF WILLIAMSBURG | |||||||
| 800 E ROCHAMBEAU DR 504 STE F | WILLIAMSBURG | VA | 23188 | N/A | PC | General & Unrestricted | $20,835 |
| GRACE COVENANT PRESBYTERIAN CHURCH | |||||||
| 1677 JAMESTOWN RD | WILLIAMSBURG | VA | 23185 | N/A | PC | Preston and Sarah Clarkson ministry | $10,000 |
| IMPACT MINISTRIES USA | |||||||
| PO BOX 550 | DUVALL | WA | 98019 | N/A | PC | Tim and Candy Weaver ministry | $2,500 |
| IMPACT MINISTRIES USA | |||||||
| PO BOX 550 | DUVALL | WA | 98019 | N/A | PC | 2014 Matching campaign | $20,000 |
| MISSION TO THE WORLD PCA INC | |||||||
| PO BOX 2589 | SUWANEE | GA | 30024 | N/A | PC | Preston and Sarah Clarkson, #17268 Division | $1,500 |
| PIONEERS | |||||||
| 10123 WILLIAM CAREY DR | ORLANDO | FL | 32832 | N/A | PC | Preston and Sarah Clarkson Fund, #111567 Division | $2,100 |
| PROVIDENCE CLASSICAL SCHOOL INCORPORATED | |||||||
| 6000 EASTER CIR | WILLIAMSBURG | VA | 23188 | N/A | PC | Scholarship Fund | $36,000 |
| SEND INTERNATIONAL | |||||||
| PO BOX 513 | FARMINGTON | MI | 48332 | N/A | PC | to support Phil & Lynn Jackson in Macedonia ministry | $18,000 |
| THE CIRCE INSTITUTE INC | |||||||
| 4190 BROWNWOOD LN NW | CONCORD | NC | 28027 | N/A | PC | General & Unrestricted | $10,000 |
| WILLIAMSBURG CHRISTIAN RETREAT ASSOCIATION | |||||||
| 9275 BARNES RD | TOANO | VA | 23168 | N/A | PC | Capital Improvements Project | $10,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,835 | 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 | $52 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,980 | 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 | $20,942 | 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 | $61,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,974 | 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 rd | AddressLine1Txt |
| City | Lanexaa | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $104,543 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | AMERICAN EXPRESS CO AXP, 280.245 sh. | $19,467 | 2015-12-23 |
| 1 | DU PONT DE NEMOURS DD, 326.573 sh. | $21,379 | 2015-12-23 |
| 1 | SELECT SECTOR SPDR UTILITIES XLU, 1228.91 sh. | $53,120 | 2015-12-23 |
| 1 | WALT DISNEY HOLDINGS CO DIS, 100 sh. | $10,577 | 2015-12-23 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACE LTD | $25,220 | $28,395 |
| AMERICAN EXPRESS CO | $19,467 | $19,491 |
| APPLE INC | $24,230 | $41,262 |
| BOEING CO | $25,744 | $30,364 |
| BRISTOL-MYERS SQUIBB CO | $27,681 | $27,860 |
| CME GROUP, INC | $26,555 | $28,811 |
| DODGE & COX INCOME FUND | $122,104 | $118,256 |
| DU PONT DE NEMOURS | $21,379 | $21,750 |
| EXXON MOBIL CORP | $26,683 | $26,503 |
| FMI INTERNATIONAL FUND | $101,489 | $106,947 |
| FPA CRESCENT PORTFOLIO | $155,203 | $157,651 |
| GENERAL ELECTRIC CO | $28,808 | $38,315 |
| GLOBAL X MLP & ENERGY INFRASTR | $53,650 | $53,348 |
| GRANDEUR PEAK GLOBAL REACH FUN | $26,726 | $25,721 |
| GRANDEUR PEAK GLOBAL STALWARTS | $49,355 | $52,071 |
| GRANDEUR PEAK GLOBALOPPORTUNIT | $37,159 | $39,963 |
| GRANDEUR PEAK INTL OPPORTUNITI | $29,655 | $33,869 |
| IVA INTERNATIONAL FUND CLASS I | $109,016 | $103,597 |
| JAMES GOLDEN RAINBOW FUND CLAS | $137,466 | $141,055 |
| JOHNSON & JOHNSON | $31,715 | $32,870 |
| JP MORGAN CHASE | $17,966 | $21,460 |
| KRAFT HEINZ CO | $37,092 | $47,294 |
| LYONDELLBASELL INDUSTRIES NV | $27,631 | $26,852 |
| MATTHEWS ASIA PACIFIC EQUITY I | $54,508 | $54,103 |
| MICROSOFT CORP | $24,656 | $31,180 |
| PAYPAL HOLDINGS, INC | $25,650 | $27,150 |
| POWERSHARES FTSE RAFI US 1K | $100,226 | $103,415 |
| POWERSHARES QQQ NASDAQ 100 | $49,287 | $53,245 |
| PRICELINE.COM INCORPORATED | $25,012 | $25,499 |
| PROCTER GAMBLE CO | $24,762 | $27,476 |
| SELECT SECTOR SPDR UTILITIES | $53,120 | $53,187 |
| SYSCO CORP | $24,823 | $25,502 |
| TARGET CORPORATION | $26,162 | $30,859 |
| VANGUARD DIVIDEND APPRECIATION | $45,896 | $52,177 |
| VANGUARD EXT MKT IDX | $48,766 | $49,274 |
| VANGUARD TOTAL BOND MARKET ETF | $118,058 | $117,102 |
| VERIZON COMMUNICATIONS | $29,566 | $27,963 |
| WAL-MART STORES INC | $10,417 | $11,095 |
| WALT DISNEY HOLDINGS CO | $10,577 | $10,508 |
| WHG INCOME OPPORTUNITY FUND | $99,903 | $101,625 |
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 | $15,153 | $15,153 |
| State or Local Filing Fees | $27 | $27 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $12,971 | Amt |
| Net Investment Income | $12,971 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $600 |
| 990-PF Excise Tax for 2014 | $161 |
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