CALKINS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CALKINS FOUNDATION (EIN 46-1493389)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-30
- IRS object ID
- 201541209349101024
- Schema version
- 2014v5.0
- 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 | 2015-04-30T16:10:35-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | Suite 123 | AddressLine2Txt |
| 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 | 2015-04-15 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,214,022 | 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 | $160,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,540 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,083 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,061,268 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,083 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $229,660 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,660 | TotalNetInvstIncmAmt |
| 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 | $13,437 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,437 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $855 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $134 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,070 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,070 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,787 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,797 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,505 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,089 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $121,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $306,277 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $306,277 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,867,040 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,772,055 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,907,745 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,988,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,078,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,214,022 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,988,469 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,078,332 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,988,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,078,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,988,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,078,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,988,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,863 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,078,332 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,078,332 | 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 | $1,061,268 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,039,185 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,083 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,083 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,083 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $112,106 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,023,384 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055405 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $492,500 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | 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 | 0.055405 | TotalDistributionRt |
| Average Distribution | 0.027703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,080,053 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,624 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $561 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,185 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $125,505 | 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 | $561 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $561 | SubtotalAmt |
| Tax Based On Investment Income | $561 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $161 | 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 |
|---|---|---|---|---|---|---|
| Joseph M Calkins | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Kara A Calkins | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Treas | 1.0 | $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 | $2,035,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,716 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,111,729 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,111,729 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,080,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $561 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $561 | TotalTaxAmt |
| Distributable Before Adj | $103,442 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,442 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,442 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,505 | 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 | $125,505 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $561 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,944 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,442 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $9,285 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,285 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,505 | QualifyingDistributionsAmt |
| Applied To Current Year | $103,442 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,063 | RemainingDistriFromCorpusAmt |
| Total Corpus | $31,348 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $31,348 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,285 | ExcessFromYear1Amt |
| Excess From Current Year | $22,063 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 | Eric & Deb Riedy Fund | $2,400 |
| CHRIST FELLOWSHIP CHURCH OF WILLIAMSBURG | |||||||
| 800 E ROCHAMBEAU DR 504 STE F | WILLIAMSBURG | VA | 23188 | N/A | PC | General & Unrestricted | $25,002 |
| HOPING HEARTS FOUNDATION INC | |||||||
| 251 W CENTRAL AVE 278 | SPRINGBORO | OH | 45066 | N/A | PC | AdoptTogether - VERONICA BOYKO Project | $5,000 |
| IMPACT MINISTRIES USA | |||||||
| PO BOX 550 | DUVALL | WA | 98019 | N/A | PC | Tim & Candy Weaver Fund | $2,500 |
| PIONEERS | |||||||
| 10123 WILLIAM CAREY DR | ORLANDO | FL | 32832 | N/A | PC | Preston and Sarah Clarkson Missionary Work | $3,600 |
| 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 | Macedonia Project | $2,508 |
| SEND INTERNATIONAL | |||||||
| PO BOX 513 | FARMINGTON | MI | 48332 | N/A | PC | Phil & Lynn Jackson Macedonia Initiative | $16,500 |
| SEND INTERNATIONAL | |||||||
| PO BOX 513 | FARMINGTON | MI | 48332 | N/A | PC | Phil & Lynn Jackson Macedonia Initiative | $1,500 |
| THE CIRCE INSTITUTE INC | |||||||
| 4190 BROWNWOOD LN NW | CONCORD | NC | 28027 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,010 | 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 | $37 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,540 | 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 | $22,083 | 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 | $69,660 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,660 | 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 | J Calkins 950 Turners Landing Rd | AddressLine1Txt |
| City | Lanexaa | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $160,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. | $24,230 | $43,269 |
| BOEING CO | $25,744 | $27,296 |
| CENTRAL FUND OF CANADA LIMITED | $52,626 | $44,004 |
| CHEVRON CORP | $31,792 | $30,850 |
| CITIGROUP INC | $35,331 | $39,230 |
| CME GROUP, INC | $26,555 | $28,191 |
| DODGE & COX INCOME FUND | $102,275 | $102,235 |
| FIRST TRUST DJ GLOBAL SELECT D | $32,040 | $31,966 |
| FMI INTERNATIONAL FUND | $99,560 | $103,613 |
| FPA CRESCENT PORTFOLIO | $109,472 | $124,525 |
| FREEPORT-MCMORAN COPPER & GOLD | $10,513 | $10,629 |
| GENERAL ELECTRIC CO | $28,808 | $31,082 |
| GLOBAL X SUPERDIVIDEND | $29,828 | $30,914 |
| GRANDEUR PEAK GLOBAL REACH FUN | $25,796 | $25,878 |
| GRANDEUR PEAK GLOBALOPPORTUNIT | $34,102 | $39,404 |
| GRANDEUR PEAK INTL OPPORTUNITI | $28,178 | $33,025 |
| IVA INTERNATIONAL FUND CLASS I | $102,322 | $102,185 |
| JAMES GOLDEN RAINBOW FUND CLAS | $100,862 | $110,607 |
| JP MORGAN CHASE & CO | $17,966 | $20,339 |
| KRAFT FOODS GROUP, INC. | $37,092 | $40,729 |
| LYONDELLBASELL INDUSTRIES NV | $20,792 | $18,180 |
| MATTHEWS ASIA PACIFIC EQUITY I | $52,784 | $52,091 |
| NESTLE S.A. | $25,526 | $27,356 |
| OSTERWEIS STRATEGIC INVESTMENT | $43,518 | $46,036 |
| POWERSHARES FTSE RAFI US 1K | $91,825 | $112,002 |
| PUTNAM CAPITAL SPECTRUM FUND Y | $104,810 | $118,429 |
| QUALCOMM INC | $26,208 | $31,219 |
| RIO TINTO PLC SPONSORED ADR | $10,705 | $10,824 |
| SPDR S&P DIVIDEND ETF | $28,167 | $34,278 |
| TARGET CORPORATION | $26,162 | $32,262 |
| THORNBURG STRATEGIC INCOME FUN | $31,200 | $31,253 |
| VANGUARD DIVIDEND APPRECIATION | $28,056 | $34,899 |
| VANGUARD MSCI EUROPEAN ETF | $51,321 | $50,366 |
| VERIZON COMMUNICATIONS | $29,566 | $28,302 |
| WEYERHAEUSER CO | $27,411 | $30,507 |
| WFA ABSOLUTE RETURN FUND-ADM | $106,432 | $103,995 |
| WHG INCOME OPPORTUNITY FUND | $112,480 | $125,775 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $15,070 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $15,070 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $13,437 | Amt |
| Net Investment Income | $13,437 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2014 | $400 | |
| 990-PF Excise Tax for 2013 | $321 | |
| Foreign Tax Paid | $134 | $134 |
Comments