2015-11-16T14:27:16-08:00 2013-12-31 OBrien Shortle Reynolds & Sabotka PC 54 North Main Street Rutland VT 05701 990 2013-01-01 036009701 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC CALV 8026723389 BOX 97 PLYMOUTH VT 05056 AMITY SHLAES CHAIRMAN & CEO 2015-11-16 true Gwen Flewelling P01283080 8027738344 2013 2016-03-07 17:11:31Z X AMITY SHLAES 15 WILLOW PLACE BROOKLYN NY 11201 691347 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. 17 16 4 60 0 124143 209893 9129 14601 41216 39668 42053 213932 216541 478094 23000 0 141367 135730 0 45277 193004 153449 334371 312179 -117830 165915 2350814 2708335 10943 29160 2339871 2679175 X TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION. true false 98752 1000 The Coolidge Foundation hosts programs at the Calvin Coolidge Historic Site in Plymouth Notch, Vermont, and around the country, that seek 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, and a high school debate program. The debate program brings students to the Coolidge Foundation for study of President Coolidge and Coolidge-related topics and to compete in debate competitions with prizes for the winners. 22000 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 AWARDS A VERMONT YOUTH WRITER FOR AN ORIGINAL ESSAY ON COOLIDGE THEMES AND VALUES. 10324 LECTURE/EVENT SERIES - THE FOUNDATION HOSTS A LECTURE SERIES THAT HOSTS LEADING SCHOLARS, POLICY LEADERS, AND JOURNALISTS IN PUBLIC FORUMS ON COOLIDGE-RELATED TOPICS. 131076 true true false false false false false true false true true false false true false false false false false false false false false false true false false false true false false false false false false false false false false false true false false false false false false false false false false true 0 0 false 4 true false false false false false false true true false 0 false false false false false false false false false false X 17 16 false false true false false false false true true false false false true false true false true true true false X X MATTHEW DENHART 8026723389 PO BOX 97 PLYMOUTH VT 05056 ANN SHRIVER SARGENT Trustee 0.00 0.00 X 0 0 0 HEIDI B ELDRED Trustee 0.00 0.00 X 0 0 0 JAMES H DOUGLAS Trustee 0.00 0.00 X 0 0 0 ALICE NITKA Trustee 0.00 0.00 X 0 0 0 ROBY HARRINGTON III Trustee 0.00 0.00 X 0 0 0 CHRISTOPHER C JETER Treasurer 0.00 0.00 X X 0 0 0 LESLIE KEEFE Trustee 0.00 0.00 X 0 0 0 AMBASSADOR C BOYDEN GRAY Trustee 0.00 0.00 X 0 0 0 CATHERINE M NELSON VICE CHAIR 0.00 0.00 X X 0 0 0 DR JOHN TOMASI Trustee 0.00 0.00 X 0 0 0 SARWAR A KASHMERI Trustee 0.00 0.00 X 0 0 0 FRED WAINWRIGHT Trustee 0.00 0.00 X 0 0 0 ARTHUR CROWLEY JR Trustee 0.00 0.00 X 0 0 0 THOMAS MURRAY Trustee 0.00 0.00 X 0 0 0 ROBERT P KIRBY Trustee 0.00 0.00 X 0 0 0 MILTON F CAMPBELL MD Trustee 0.00 0.00 X 0 0 0 DAVID R SERRA Executive Dir. 0.00 0.00 X X 67308 0 5120 AMITY SHLAES Chairman 0.00 0.00 X X 0 0 0 OWEN J STEARNS Secretary 0.00 0.00 X X 0 0 0 MILTON G VALERA Trustee 0.00 0.00 X 0 0 0 ROBERT A CERASOLI VICE CHAIR 0.00 0.00 X 0 0 0 FRANK J BARRET JR Chairman 0.00 0.00 X 0 0 0 67308 5120 0 false false false 0 209893 209893 Membership Dues & Assessments 611710 14601 14601 14601 39668 8256 31412 0 0 0 0 420910 209899 211011 211011 0 6275 3354 2921 2921 0 478094 25778 242423 0 23000 23000 0 0 72428 42008 13761 16659 0 53010 31568 9474 11968 0 10292 6037 1906 2349 0 9224 9224 0 0 0 0 0 8333 8333 0 12002 7042 2222 2738 2915 2915 0 8613 8613 6063 1872 4191 0 0 0 0 59688 59688 4022 4022 INVESTMENT EXPENSE 15032 15032 PUBLICITY AND EVENTS 13776 13776 REPAIRS & MAINTENANCE 6639 4010 2629 Printing and Publications 2712 162 2550 4430 1601 2149 680 312179 131076 135826 45277 12666 304077 0 5140 33560 0 0 0 0 7949 7662 2182 1304 1357167 656540 758786 700627 1294370 1407627 0 0 22419 20891 247302 232587 2350814 2708335 5547 18960 5396 10200 10943 29160 X 1002670 1189195 755149 907928 582052 582052 2339871 2679175 2350814 2708335 X 165915 21527 151862 X true X false false false X 660350 429124 160395 142401 209893 1602163 6749 6208 6501 3867 6275 29600 0 0 0 667099 435332 166896 146268 216168 1631763 0 0 1631763 29846 44692 38066 41187 39653 193444 0 29846 44692 38066 41187 39653 193444 0 0 696945 480024 204962 187455 255821 1825207 0.89400 0.89640 0.10600 0.10360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133342 X X X X false 433940 54149 488089 456819 433940 542523 456819 582052 582052 582052 582052 1.00000 false false false 516777 656540 -139763 662482 662482 177908 177908 700627 MEMORABILIA 133342 232587 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 foundations mission through public education and preservation. X false FALL EVENT 385900 385900 191055 4244 SPEAKING SERIES 26910 26910 7583 1 8100 8100 7017 420910 420910 198072 11827 209899 211011 Part I, Line 2b - Fundraiser Additional Information Fall Event in New York City false 0 0 JOURNALISM PRIZE (FALL EVENT) 1 20000 YOUTH WRITING PRIZE (FALL EVENT) 2 2000 COLLEGE SCHOLARSHIP 1 1000 FRED WAINRIGHT FORMER TRUST INVESTMENT FEES false Schedule L, Part V Supplemental Information FRED 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 HAVE BEEN MANAGED BY LEDYARD BANK SINCE 2008, PRIOR TO MR WAINWRIGHT JOINING THE BOARD OF TRUSTEES. MR. WAINWRIGHT RESIGNED HIS POSITION ON THE COOLIDE FOUNDATION'S BOARD OF TRUSTEES ON JULY 30, 2014. Form 990, Part III, Line 2: New Services The foundation introduced two new programs, the first is a writing contest with two awards: 1)The Coolridge Prize for Journalism 2)Calvin Price for VT Youth. These prizes encourage research in writing about President Coolridge. The second new program is a high school debate program that brings students to the Coolidge Foundation for study of Collidge and debate competition. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: The Coolidge Foundation hosts programs at the Calvin Coolidge Historic Site in Plymouth Notch, Vermont, and around the country, that seek 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, and a high school debate program. The debate program brings students to the Coolidge Foundation for study of President Coolidge and Coolidge-related topics and to compete in debate competitions with prizes for the winners. Form 990, Part VI, Line 11b: Form 990 Review Process It was reviewed by outside counsel and management. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts DUE TO MANAGEMENT TURNOVER DURING THE CURRENT YEAR, MONITORING OF COMPLIANCE WAS MINIMAL. NEW MANAGEMENT AND PROCEDURES ARE NOW IN PLACE TO MONITOR COMPLIANCE. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management Executive Director's salary was determined by vote of the Board of Trustees based on camparable salaries for comparable positions at similar organizations. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The Board of Trustees determined the compensation for a new hire beginning January 1, 2014, by vote and based on comparable compensation for comparable positions at similar organizations. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available ORGANIZATION BYLAWS AVAILABLE VIA ORGANIZATIONS WEBSITE. Other Changes In Net Assets Or Fund Balances - Other Increases REALIZED GAIN ON INVESTMENT 12/31/13 = $151862