Form 990 I OMB No. 15450047

Return of Organization Exempt From Income Tax
Under section 501(0), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter sociat security numbers on this form as it may be made public.

 

 

 

 

 

Ir information about Form 990 and its instructions [8 at 

A For the 2015 calendar year, or tax year beginning 2015, and ending 

Check if applicable: Employer identi?cation number
Address change CALVIN COOLIDGE PRESIDENTIAL FOUNDATION Name change INC . Telephone number

BOX 97 
PLYMOUTH, VT 05056 802 6?72 3389

initial return

Final return/terminated

 

Grossreceipts 1,255,479.

Amended return
Is this a group return for subordinates? Yes lg No
No

App?catgon pending Name and address of principal officer: AMITY SHLAES

 

 

 

 

 

 

. .
Same As 6 Above "(real Sterne?telesales Yes
I Tax-exempt status Ll 5mm) )4 (insert no.) U4947(a)(1) or 
Website: . ORG H03) Group exemption number 
Form of organization: IglCorporation Trust Ll Association Other? lL Year of formation: 1960 IIVI State oflegal domicile: VT

 

Part} Summary

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

    

 

 

 

 

 

 

 

 

 

 

 

 

1 Briefly describe the organization?s mission or most significant activities: EQVEE 
coca; use, acne ELDER or. LIBE .1111 Leno ?atten. concealed. 

2 area Bo} i?DWfW?Ia?or?ait EaTiJn?diEcErEtn?u?d?ttg o?pEr'a'tiEri? or?drsp?os?ed tTtaTt?s??n?oi t?t'sTtEt assets?.- 
0 3 Number of voting members of the governing body (Part VI, line 1a) 3 18
4 Number of independent voting members of the governing body (Part VI, line 1b) 4 17
5 Total number of individuais employed in calendar year 2015 (Part V, line 2a) 5 5
IE 6 Total number of volunteers (estimate if necessary) 5 50
2 7a Total unrelated business revenue from Part column (C), line 12 7a 0 
Net unrelated business taxable income from Form 990-T, line 34 7b 0 
I Prior Year Current Year
a 8 Contributions and grants (Part line 1h) 408 955 899, 647 
9 Program service revenue (Part line 2g) 137 028 19, 783 
10 Investment income (Part column (A), lines Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and lie) 267, 304, 197, 924 
12 Total revenue add lines 8 through 11 (must equal Part Vili, column (A), line 12) 853, 213 1 I 164, 362 
13 Grants and similar amounts paid (Part lX, column (A), lines 1-3) 47, 000 58, 683 
14 Benefits paid to or for members (Part IX, column (A), line 4) 
15 Salaries, other compensation, employee benefits (Part iX, column (A), lines 5~10) 422 934 . 449, 870 .
16a Professional fundraising fees (Part IX, column (A), line 11a) 
3 Total fundraising expenses (Part iX, column (D), line 25) 127, 828 . 
17 Other expenses (Part IX, column (A), lines 11a?11d, 11f?24e) 434, 938 . 397, 741 .
18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 904, 872 906, 294 
.. 19 Revenue less expenses. Subtract line 18 from line 12 ~51, 659 258, 068_
.3 Beginning of Current Year End of Year
ii 20 Total assets (Part X, line 16) 2,681,737, 2,864,195
{3 21 Total liabilities (Part X, line 26Net assets or fund balances. Subtract line 21 from line 20 2, 665, 267 . 2 842, 208 .
IPI'a'ritin Signature Block

 

 

Under penalties of perjury, I declare that have examined this return,?including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and
complete. Declaration of preparer (other than officer) ts based on all tnformation of which preparer has any knowledge.

 

 

 

 

 

 

 

 

 

 

 

 

 

Sign Signature of of?cer lDate
Here AMITY SHLAES CHAIR CEO
Type or print name and title.
Print/Type preparer's name Preparers signature Date Check if 
Paid Gwen Flewelling Gwen Flewelling self-emmoyed 901283080
Preparer Firm?s name O'Brien Shortle Reynolds Sabotka, P. C.
Use Only Firm's address 54 North Main Street Firm-sew 03?0310172
Rutland, VT 05701 Phone no. 802?"773?8344
May the discuss this return with the preparer shown above? (see instructions) . lg] Yes LI No

 

BAA For PapenNork Reduction Act Notice, see the separate instructions. TEEA0113L 10/12/15 Form 990 (2015)

 

Form 990 (2015) CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03~6009701 Page 2
Statement of Program Service Accomplishments
Check if Scheduie 0 contains a response or note to any line in this Part Ill 
1 Brie?y describe the organization's mission:
19 33 seem-1:: ?page 95111111 13991119 (is IEE. _3 9T1 ERAS my: IE1 am as 
THROUGH EDUCATION .

 

 

2 Did the organization undertake any significant program services during the year which were not listed on the prior

Form 990 or 990-1222 Yes No
If 'Yes,? describe these new services on Schedule 0.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services'Yes,? describe these changes on Schedule 0.

4 Describe the organization's rogram service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501 (c514) organizations are required to report the amount of grants and allocations to others, the total expenses,
and revenue, if any, for each program service reported.

 

43 (Code: (Expenses 416, 129 . including grants of (Revenua 

ELM: ?1991} seq Equageti 921 11953.8 ?339 grins _a1: _t_h_e _C_a;11i_n_ 909; iclgs Eerie _S_i ?2e_ is 
.E west?L Estelle if 22119212 e951. geese-?1. 121.19 991111: _T_h_e cars grass as :99 seesass 3211191. _t9 
peeps mails. Ills 9: Eggs; sen; ?09 1:?:st is 9921111; 9% :29 garage 
easel: ille?1_i_n_ 4_b_ seal :1 mess _i_n_c Lads 521311981}; en. 9209; are: aehs 9L 920119 ea a _c_o_l Legs 
9110; assess a_n_ 9913179 _Wses_i_te _W_i :11 series 2109 al. E?Eel: Lela 12111113351 
saris; attach 2131651:le 9n_l_i 13e_ saris; sets}; aecl 1:119 past; as mazes 1:116; ?390}; (11% Raise 
for Journalism and the Calvin Prize for Vermont: Youth.

 

4b (Code: (Expenses 149? 799 including grants of 35, 433. (Revenue 
DEBATE SERIES THE FOUNDATION HOSTS AT THE CALVIN COOLIDGE STATE HISTORIC SITE A

 

4c (Code: (Expenses 26, 039 including grants of 22 000 . (Revenue 
WRITING PRIZES - THE FOUNDATION RUNS TWO WRITING PRIZE CONTESTS. THE COOLIDGE PRIZE

 

 

4d Other program services. (Describe in Schedule 0.) See Schedule 0
(Expenses 20, 117 . including grants of (Revenue 
4e Totai program service expenses 612, 084 

 

BAA 10/12/15 Form 990 (2015)

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 990 (2015) CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03-6009701 Page 3
1 Checklist of Required Schedules
Yes No
1 Is the organization described in section 501(c)(3) or 4947(a)(i) (other than a private foundation)? If 'Yes,? complete
Schedule A ?1 
ls the organization required to complete Schedule 8, Schedule of Contributors (see instructions)? 2 
3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates
for public office? If ?Yes, complete Schedule C, Partl 3 
4 Section 501(c)(3 organizations. Did the organization engage in iobbying activities, or have a section 501 eiection
in effect during tax year? If 'Yes,? complete Schedule C, Part II 4 
5 is the organization asection 501 501 or 501(c)(6) organization that receives membership dues,
assessments, or similar amounts as define In Revenue Procedure 98?19? If 'Yes, complete Schedule C, Part 5 
6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right
?g prolwde advice on the distribution or investment of amounts in such funds or accounts? If ?Yes, complete Schedule D, 
ar 6
7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the
environment, historic land areas, or historic structures? If 'Yes,? complete Schedule D, Part ll 7 
8 Did the organization maintain collections of works of art, historicai treasures, or other similar assets? If 'Yes,? 
complete Schedule D, Part 8 
9 Did the organization report an amount in Part X, tine 21, for escrow or custodial account liability; serve as a custodian
for amounts not listed in Part or provide credit counseling, debt management, credit repair, or debt negotiation
services? If ?Yes, complete Schedule D, Part IV 9 
?10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 

11

a Did the oaganization report an amount for land, buildings and equipment in Part X, line 10? If 'Yes,? complete Schedule
Did the organization report an amount for investments other securities in Part X, line 12 that is 5% or more of its total
Did the organization report an amount for investments program related in Part X, line 13 that is 5% or more of its total

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported

Did the organization report an amount for other liabilities in Part X, line 25? If 'Yes, complete Schedule D, PartX 



12a Did the organization obtain separate, independent audited financial statements for the tax year? If 'Yes, complete

Was the organization included in consolidated, independent audited financial statements for the tax year? If 'Yes,?and

13

14a Did the organization maintain an office, employees, or agents outside of the United States? 

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,

15

16

17

18

19

permanent endowments, or quasi?endowments? If ?Yes,? complete Schedule D, Part 

If the organization's answer to any of the foilowing questions is 'Yes', then complete Schedule D, Parts Vl, Vlt, Vill, iX,
or as applicable.

D, Part



10

 

 

assets reported in Part X, line i6? If ?Yes,? complete Schedule D, Part VII 

 

assets reported in Part X, line 16? If 'Yes,? complete Schedule D, Part 



 

in Part X, line 16? lf 'Yes,? complete Schedule D, Part lX

 

 

Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization?s for uncertain tax positions under FIN 48 (A80 740)? If ?Yes,? complete Schedule D, Part X. . . .

 

Schedule 0, Parts XI, and Xll. 

 

if the organization answered 'No? to line 72a, then completing Schedule D, Parts XI and is optional 

 

Is the organization a school described in section If ?Yes, complete Schedule 

 

 

business, investment, and program service activities outside the United States, or aggregate foreign investments valued
at $100,000 or more? If 'Yes, complete Schedule F, Parts I and 

 

Did the organization report on Part lX, column (A), line 3, more than $5,000 of grants or other assistance to or for any
foreign organization? If ?Yes,? complete Schedule F, Parts ll and iv 

 

Did the organization report on Part lX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign indivrduais? If 'Yes,? complete Schedule F, Parts Ill and IV

 

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and lie? If 'Yes,? complete Schedule G, Part I (see instructions) 

 

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part 
lines 1c and 8a? If ?Yes,? complete Schedule G, Part ll 

 

Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? If 'Yes,?
complete Schedule G, Part 

 

 

 

113 

11b 
11c 
116 

11e 

12a 

12b 
BAA

TEEA0103L i0/12/15

Form 990 (2015)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 990_(2015) CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03-60097 01 Page 4
lean-iv: 1 Checklist of Required Schedules (continued)
Yes No
20a Did the organization operate one or more hospital facilities? If 'Yes', complete Schedule 20a 
if 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return? 20b
21 Did theorganization report more than $5,000 of grants or other assistance to any domestic organization or
domestic government on Part IX, column (A), line 1? If 'Yes,?complete Schedule I, Parts I and ll 21 
22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuais on Part IX,
column (A), tine 2? If ?Yes,? complete Schedule I, Parts I and Ill 22 
23 Did the organization answer 'Yes' to Part Vll, Section A, line 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key emptoyees, and highest compensated empioyees? lf ?Yes, complete
Schedule 23 
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of
the last day of the year, that was issued after December 31, 2002? if 'Yes,? answer lines 24!) through 24d and
complete Schedule K. If ?No, '90 to line 25a 24a 
Did the organization invest any proceeds of tax?exempt bonds beyond a temporary period exception? 24b
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to detease
any tax-exempt bonds? . 24c
Did the organization act as an ?on behalf 0i? issuer for bonds outstanding at any time during the year? 24d
25a Section 501(c)(3), 501(c)(4), and 501 organizations. Did the organization engage in an excess benefit
transaction with a disquaiified person during the year? If 'Yes,? complete Schedule L, Part I 25a 
is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or if ?Yes, complete
Schedule L, Part I 25b 
26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If ?Yes', complete Schedule L, Part ll 26 
27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or famiiy member
of any of these persons? If 'Yes, complete Schedule L, Part 27 
28 Was the. organization a party to a business transaction with one of the following parties (see Schedule L, Part IV It 
instructions for appiicable filing thresholds, conditions, and exceptions): -
a A current or former officer, director, trustee, or key employee? If 'Yes, complete Schedule L, Part IV 28a 
A family member of a current or former officer, director, trustee, or key employee? If 'Yes, complete
Schedule L, Part IV 28b 
An?entity of which a current or former officer, director, trUStee, or key employee (or a family member thereof) was an
officer, director, trustee, or direct or indirect owner? If 'Yes,? complete Schedule L, Part IV 28c 
29 Did the organization receive more than $25,000 in non-cash contributions? If ?Yes,? complete Schedule 29 
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
COHtl?lbUttOl?lS? If 'Yes, complete Schedule 30 
31 Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,? complete Schedule N, Part] 31 
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? it 'Yes, complete
Schedule N, Part ll . 32 
33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections
301 .7701-2 and 301 .7701?3? lf 'Yes, complete Schedule R, Part 33 
34 Was the organization retated to any tax-exempt or taxable entity? lf 'Yes,? complete Schedule R, Part ll, or N,
and Part V, line 34 
35a Did the organization have a controtled entity within the meaning of section 5i2(b)(13)? 35a 
If ?Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlled
entity Within the meaning of section 512(b)(13)? If 'Yes,? complete Schedule R, Part V, line 2 35b
36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related
organization? If 'Yes,? complete Schedule R, Part V, line 2 36 
37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is
treated as a partnership for federal income tax purposes? If ?Yes,? complete Schedule R, Part VI 37 
38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and 19?
Note. All Form 990 filers are required to complete Schedule 0 38 
BAA Form 990 (2015)

10/12/15

 

Form 990 (2015) CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03?6009701 Page 5



Part-M; Statements Regarding Other IRS Filings and Tax Compliance

Check if Schedule 0 contains a response or note to any line in this Part 

 

 

1 a Enter the number reported in Box 3 of Form 1096. Enter if not applicable 1 a

Yes No

 

Enter the number of Forms included in tine ta. Enter -0- if not applicabie 1 

 

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming

(gambiing) Winnings to prize Winners? I 7

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State-

ments, filed for the calendar year ending with or within the year covered by this return 2a 5 

 

 

 

 

 

if at least one is reported on line 2a, did the organization file all required federal employment tax returns? 
Note. if the sum of lines 1a and 2a is greater than 250, you may be required to e-file {see instructions)

3a Did the organization have unrelated business gross income of $1 ,000 or more during the year? 

it ?Yes' has it filed a Form for this year? If 'No' to line 3b, provide an explanation in Schedule 0 

4a At any time during the caiendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financrai account)? 

it 'Yes,? enter the name of the foreign country: 

 

 

3b

 



 

 

See instructions for filing requirements for Form 114, Report of Foreign Bank and Financial Accounts. (FBAR)
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 
1) Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 
if ?Yes,? to iine 5a or 5b, did the organization file Form 
6a Does the organization have annual gross receipts that are normally greater than $t00,000, and did the organization
solicit any contributions that were not tax deductible as charitabie contributions? 

it 'Yes,? did the organization include with every solicitation an express statement that such contributions or gifts were
not tax deductibie? . . 

7 Organizations that may receive deductible contributions under section 170(c).

a Did the organization receive a payment in excess of $75 made partly as a contribution and partiy for goods and

.55 

 

 

 

5b 
5c
6a 

 

 

6b

 

 

 

 

 

 

 

services provided to the payor 7a 
it 'Yes,? did the organization notify the donor of the value of the goods or services provided? 7b 
Did the organization sell, exchange, or otherwise dispose of tangibte personal property for which it was required to file
Form 8282? 7 
ct If ?Yes,? indicate the number of Forms 8282 tiled during the year i 7 df I 
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal bene?t contract? 7e 
Did the organization, during the year, pay premiums, directiy or indirectly, on a personal benefit contract? 7f 

lithe organization received a contribution of quaiified intellectuat property, did the organization file Form 8899
as required? 
if the organization received a contribution of cars, boats, airpianes, or other vehicles, did the organization file a
Form 10980? 
8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring

organization have excess business holdings at any time during the year? 

9 Sponsoring organizations maintaining donor advised funds.
a Did the sponsoring organization make any taxable distributions under section 4966? 
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . .
10 Section 501(c)(7) organizations. Enter: 7

 

 

 

 

 

 

 

 

 

 

 

 

a Initiation fees and capital contributions included on Part line i2 10a
Gross receipts, included on Form 990, Part Viil, line ?12, for pubiic use of club facilities 10b
11 Section 501(c)(12) organizations. Enter:
a Gross income from members or shareholders 11 a
Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them.) ?t1 
12a Section 4947(a)(1) non-exempt charitable trusts. is the organization filing Form 990 in lieu of Form 1041?. 
if 'Yes,? enter the amount of tax-exempt interest received or accrued during the year I 12bl

 

13 Section 501(c)(29) quatified nonprofit heaith insurance issuers.

a Is the organization licensed to issue qualified health plans in more than one state? . . 
Note. See the instructions for additional information the organization must report on Schedule 0.

Enter the amount of reserves the organization is required to maintain by the states in

 

 

 

 

 

 

 

 

which the organization is Eicensed to issue quatified health plans 13b
Enter the amount of reserves on hand . . 13c
14a Did the organization receive any payments for indoor tanning services during the tax year? 14a 
if ?Yes,' has it tiied a Form 720 to report these payments? if ?No, provide an explanation in Schedule 0. 14b

 

 

BAA 05L 10/12l15

Form 990 (2015)

 

Form 990 (2015) CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03~6009701 Page6
Governance, Management, and Disclosure For each 'Yes' response to lines 2 through 7b below, and for
a ?No' response to line 8a, 8b, or 70b below, describe the circumstances, processes, or changes in

Schedule 0. See instructions.
Check if Schedule 0 contains a response or note to any line in this Part VI 

Section A. Governing Body and Management

 

 

 

Yes No

1 a Enter the number of voting members of the governing body at the end of the tax year 1 a 18
If there are material differences in voting rights among members
of the governing body, or if the governing body delegated broad
authority to an executive committee or similar committee, expiain in Schedule 0.

 

 

 

 

 

 

 

 

 

 

 

Enter the number of voting members included in line ta, above, who are independent 1 1'7

2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other 

officer, director, trustee, or key employee? 2 
3 Did the organization delegate control over management duties customarily performed by or under the direct supervision

of officers, directors, or trustees, or key employees to a management company or other person? 3 
4 Did the organization make any significant changes to its governing documents

since the prior Form 990 was fited? 4 
5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 
6 Did the organization have members or stockholders? 6 
7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more

members of the governing body? 7a 

 

Are any governance decisions of the organization reserved to (or subject to approvai by) members,
stockholders, or persons other than the governing body? 

8 Bid thief organization contemporaneousiy document the meetings held or written actions undertaken during the year by
owmg:

a The governing body? 
Each committee with authority to act on behalf of the governing body? 
9 is there any officer, director, trustee, or key empioyee listed in Part VII, Section A, who cannot be reached at the

 

 

 

 

 

 

 

organization?s mailing address? if 'Yes,? provide the names and addresses in Schedule 0 9 
Section B. Poticies (This Section 8 requests information about policies not required by the Internal Revenue Code.)
Yes No
10a Did the organization have iocat chapters, branches, or affiliates? 10a 
It 'Yes,? did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their
operations are consistent with the organization's exempt purposes? 10 

 

11 a Has the organization provided a complete copy of this Form 990 to ali members of its governing body before filing the form? 

11 a
Describe in Scheduie the process, if any, used by the organization to review this Form 990. See Schedule 0 i=5 

    

 

 

 

 

 

12a Did the organization have a written confiict of interest policy? if 'No, go to line 13 
Were officers, directors, or trustees, and key employees required to disclose annualiy interests that could give rise
to conflicts? 12 
Did the organization regularly and consistentlg monitor and enforce compliance with the policy? it ?Yes, describe in
Schedule 0 how this was done. . . 5.8.8. . chedule . .0. 12c 
13 Did the organization have a written whistleblower policy? 13 
14 Did the organization have a written document retention and destruction policy? 14 

 

15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

a The organization's CEO, Executive Director, or top management official. . See . Schedule. .0 

Other officers or key employees of the organization. . .See Schedule. .0 

If 'Yes' to line 15a or 15b, describe the process in Schedule 0 (see instructions). -
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year? 

it ?Yes,? did the organization follow a written policy or procedure requiring the organization to evaluate its i 
participation in joint venture arrangements under applicable federal tax lawI and take steps to safeguard the
organization?s exempt status with respect to such arrangements? 

Section Disclosure
17 List the states with which a copy of this Form 990 is required to he filed See Schedule 0

18 Section 6104 requires an or anization to make its Forms 1023 (or 1024 if applicable), 990, and 990-1" (Section 501 only) available
for public inspection. Indicate ow you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule 0)
19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to
the public during the tax year. See Schedule 0
20 State the name, address, and telephone number of the person who possesses the organization's books and records: 
MATTHEW DENHART PO BOX 97 PLYMOUTH VT 05056 802?672?3389
BAA TEEA0106L 10112115 Form 990 (2015)

 

 

 

Fonnsmieoun CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03- 6009701 Fege7
Part .Vli Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
independent Contractors
Check if Schedute 0 contains a response or note to any line in this Part VII 
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1 a Compiete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the
organization?s tax year.

0 List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of
compensation. Enter -0- in coiumns (D), (E), and (F) if no compensation was paid.

0 List all of the organization's current key employees, if any. See instructions for definition of 'key employee.?

0 List the organization' 3 five current highest compensated employees (other than an officer, director, trustee, or key employee)
who received reportable compensation (Box 5 of Form W- 2 and/or Box 7 of Form 1099- MISC) of more than $100, 000 from the
organization and any related organizations.

List all of the organization former officers, key employees, and highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization's former directors ortrustees that received, in the capacity as a former director or trustee of the
organization more than $10,000 of reportable compensation from the organization and any related organizations.

List poersons in the following order: individuai trustees or directors; institutional trustees; officers; key empioyees; highest compensated

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

empo ees and former such persons
Check this box if neither the organization nor any reiated organization compensated any current officer, director, or trustee.
(C)
(A) (B) Edits ?Fetism?? (D) (E) (F)
Name and mm Average is both an officer and a Reportable Reportabte EstImated
hours director/trustee) compensation from compensation from amount of other
per the organization related 0 aniziations compensation
week 9 :3 3 (31$ (W 2/1099- MISC) from the
(list any 9, 93 $3 (?23 organization
hours for a a (o ,2 9 a: and related
related 3 0? 3" organlzatlons
orgamza? a 
tions 3 3
below gr; 4'0 8
dotted 511 3
line) 9 
(1L edit ewes 
Trustee (2) 3913238? it ICEBASPLL I 3L5
VICE CHAIR 0 0 . . 0 .
EELIPE 
Trustee 0 0 . . 0 .
(EL JAMEE _D_0l1 EELS .
Secretary 0 0. O. 0.
(EL Li
Trustee 0 0 0 0

Treasurer 0 . 0 . 0 .
(1L EEFIFE I. 
Trustee Trustee 0 0 . . .
(2L QATEERIEE 
VICE CHAIR 911; Li 
Trustee 0 0 0 0
MEREEB 3; 
Trustee EliRl??: .. 
Trustee EEREJMDM L5
Trustee .02). 
Trustee BAA TEEA0107L 10/12/15 Form 990 (2015)

 

Form 990 (2015) CALVIN COOLIDGE PRESIDENTIAL FOUNDATION
Part'Vll [Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

0345009701

Page 8

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(B) (C)
(A) Aggrage i$130 fone (D) (E) (F)
Name and title Pg: og?e?naisasgagfgg?fltm?ezg] comggigga?ibriefrom comipzeerega?iao?nefrpm amt?132m: gifting
again); 0 5 3. a; ?n the or%ggization related or anizations compensation
hours a 9 3- 3i 52 ,9 (W-Zli MISC) (W-2ll MISC) from the
or 5 0 a organizatmn
related 3 3- 3 2% 9* Oand related
organiza 9? 2 :9 8 ganrzations
- tions 3 
tea a a 0 a
line) 
Li.
Trustee EEL. 9 ?9,311,391? 
Trustee EZL 901319-51 .
Secretary 0 0. 0. O.

CHAIR CEO 0 180,000. 0. 21,660.
ELLE-1911 
Trustee SZBL 219134531 i19_.
Executive Dir. 0 115,560. 0. 14,980.
121) 
123) 
123?) 
123) 
125) 
1bSub-total 295,560. 0. 36,640.
Total from continuation sheets to Part VII, Section dTotal(addlines1band1c) 295,560. 0. 36,640.

 

 

 

 

2 Total number of individuats (including but not limited to those listed above) who received more than $100,000 of reportable compensation

2

from the organization 

5

Section B. Independent Contractors

Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee
on line ta? If 'Yes, complete Schedule for such individual 

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,000? If ?Yes? complete Schedule for

such individual 

Did any person iisted on line 1a receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? If 'Yes, complete Schedule for such person 

1 Complete this table for your five highest compensated independent contractors that. received more of
compensation from the organization. Report compensation for the catendar year ending With or within the organization's tax year.

 

 

 

(A)
Name and busmess address

. . (B) .
Description of serwces

(C) .
Compensation

 

 

 

 

 

 

 

 

2 Total number of independent contractors (including but not limited to those listed above) who received more than

$100,000 of compensation from the organization
BAA

*0

TEEADT 08L 10l12l15

Form 990 (20i5)

 
   



 

Foym_990 (2015) CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03- 600 9701 Page 9

Statement of Revenue

Check if Schedule 0 contains a response or note to any line in this Part Vitl 
(A) (B) (C) (D)

Totat revenue Related or Unretated Revenue
exempt business excluded from tax
function revenue under sections
revenue 512-514

 

1 a Federated campaigns 1 a
Membership dues 1 
Fundraising events 1 
ct Related organizations 1 ct
Government grants (contributions) . . . . 1 

Gifts Grants
Similar?mounts

All other contributions, gifts, grants, and
simiiar amounts not included above . . . 1 

Noncash contributions included in lines la~1f: 
Total. Add lines 1a?1t 
Business Code
28 HIGH SCHOOL DEBATES
613.710

All other program service revenue. . . .
Total. Add tines 2a-2f 

3 Investment income (including dividends, interest and
other Similar amounts) 
4 Income from investment of tax-exempt bond proceeds. .

5 Royalties 
Real (ii) Personal

Program Service Revenue 1 

6a Gross rents 
Less: rental expenses
0 Rental income or (toss) . . .

Net rental income or (loss) . 

. .. ..
7a Gross amount from sales of (0 ecunties (H) Other
assets other than inventory

Less: cost or other basis
and sates expenses 
Gain or (loss) 
Net gain or (loss) 
8a Gross income from fundraising events
(not including. 
of contributions reported on line 10).
See Part IV, line 18 a
Less: direct expenses 
0 Net income or (loss) from fundraising events 

Other Revenue

9a Gross income from gaming activities.
See Part IV, line 19 a

Less: direct expenses 
Net income or (loss) from gaming activities 

Be Gross sates of inventory, less returns
and altowances a 8 441

Less: cost of goods sold 488

Net income or (loss) from sales of inventory 
Miscellaneous Revenue Business Code

All other revenue 
Total. Add lines 118-1 1d 

2 Total revenue. See instructions 1 5 281
BAA TEEA0109L 10/12/15 Form 990 (2015)

 

 

Form 998 (2015)

I'Part IX. .E-I Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule contains a response or note to any line in this Part IX I 

CALVIN COOLIDGE PRESIDENTIAL FOUNDATION

03?6009701 Pamio

 

Do

6b,

not include amounts reported on lines
7b, 8b, 9b, and 10b of Part 

(A)
Total expenses

(3) 
Program serVIce
expenses

(C)
Management and

genera} expenses

 

Grants and other assistance to domestic
orgamzations and domestlc governments.
See Part IV, line 21 

Grants and other assistance to domestic
individuals See Part lV, line 22 

Grants and other assistance to foreign
organizations, foreign governments, and for-
eign individuals. See Part lV, lines 15 and 16

Benefits paid to or for members 

Compensation of current officers, directors,
trustees and key empioyees 

Compensation not included above, to
disqualified 8persons (as defined under
section 495 1 and persons described
in section 4958(c)(3)(B) 

Oti'Ier salaries and wages 

Pension plan accruals and contributions
(include section 401(k) and 403(b)
employer contributions) 

Other emptoyee benefits 

Payrol} taxes 

Fees for services (non-employees):
a Management 
Legal 
Accounting 
Lobbying 
8 Professional fundraising services. See Part lV, line 17. . .
Investment management fees 

9 Other. (tf line 119 amount exceeds t0% of line 25, column

(A) amount, list line 119 expenses on Scheduie O.) 
Advertising and promotion 

Office expenses 
Information technology 
Royalties 
Occupancy 
Travel 

Payments of travet or entertainment
expenses for any federal, state, or locai
public officials 

Conferences, conventions, and meetings. . ..
lnterest 
Payments to affiliates 
Depreciation, depletion, and amortization. . . .

insurance 
Other expenses Itemize expenses not

covered above (List misceltaneous expenses 

in 1} me 248 If line 24e amount exceeds 10%
of line 25, column amount, list line 24a
ue

30,983.

30,983.

 

27,700.

27,700.

 

 

 

(D). .
Fundralsmg
expenses

 

332,200.

192,676.

63,118.

76,406.

 

 

83,836.

49,596.

16,308.

17,932.

 

 

3,877.

2,516.

542.

819.

 

29,957.

17,375.

5,692.

6,890.

 

 

5,580.

5,580.

 

19,850.

19,850.

 

 

 

 

 

 

33,188.

33,188.

 

 

17,363.

10,183.

3,217.

3,963.

 

 

 

10,890.

10,890.

 

32,170.

16,085.

9,651.

6,434.

 

 

 

 

 

46,051.

46,051.

 

71.352-

 



 

 

  

 

 

 

 

 

 

expenses on Sche O) 
162,133. 162,133.
16,253. 16,253.
11,510. 11,510.
10,290. 8,993. 880. 417.
eAllotherexpenses 25,111. 14,605. 7,049. 3,457.
25 Total functionat expenses.Add linesi 906,294. 612,084. 166,382. 127, 828.

 

26

Joint costs. Complete this line only if

the organization reported In column (B)
joint costs from a combined educationai
campaign and fundraising solicitation.
Check here if following

SOP 98?2 (ASC 958?720) 

 

 

 

 

 

BAA

TEEAOHOL 1tl191'15

Form 990 (2015)

 

 

 

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

 

Form 990 (2015) CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03?6009701 Page 11
lPat?f-X 1 Baiance Sheet
Check if Schedule 0 contains a response or note to any fine in this Part 
Beginni?fg of year End (08f) year
1 Cash non?interest?bearing 275, 956. 1 319, 765 .
2 Savings and temporary cash investments 2
3 Pledges and grants receivable, net 3
4 Accounts receivable, net 6, 645 4
5 Loans and other receivables from current and former officers, directors,
trustees, key emplolyees, and highest compensated employees. Complete --
Part ll of Schedule . 
6 Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons described in section and contributing I 
employers and sponsoring organizations of section 50 voluntary employees .. --
beneficiary organizations (see instructions). Complete Part ll of Schedule i. 6
,9 7 Notes and loans receivabie, net 7
?j 8 inventories for sale Prepaid expenses and deferred charges 10a Land, buildings, and equipment: cost or other basisComplete Part VI of Schedule D. 10a 1, 359, 984 -. 
Less: accumulated depreciation 10b 755, 739 645, 121 10c 604, 245 .
11 Investments publicly traded securities 1 465, 160 11 1 439, 065 .
12 Investments other securities. See Part IV, line it 12
13 investments program-related. See Part IV, line 11 13
14 intangible assets 33,078, 14 38,733,
15 Other assets. See Part lV, line 11 236,299. 15 444,389,
16 Total assets. Add lines 1 through t5 (must equal line 34) 2, 681, 737 16 2, 864, 195 
17 Accounts payable and accrued expenses Grants payable 18
19 Deferred revenue 2 454 19 334 
20 Tax-exempt bond liabilities 20
.3 21 Escrow or custodial account liability. Compiete Part of Scheduie 
:15 22 Loans and other pa ables to current and former officers, directors, trustees, I jg,
key employees, hig est compensated employees, and disqualified persons. - - - -
Compiete Part ll of Schedule 22
23 Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable to unrelated third parties 24
25 Other liabilities(inctuding federal income tax, payables to related third parties,
and other iiabilities not included on tines 17-24). Complete Part of Schedule D.
26 Total liabilities. Add iines 17 through 25 1 6 470 .
Organizations that follow SFAS 117 (ASC 958), check here land complete 1 i 
8 lines 27 through 29, and lines 33 and 34. .. 
27 Unrestricted net assets 1, 198, 973 27 1, 197, 948 
28 Temporarily restricted net assets Permanentty restricted net assets 582 052 29 582 052 
Organizations that do not follow SFAS 958), check here i' i 333-. 
and complete tines 30 through 34. -. 3: -
3 30 Capital stock or trust principal, or current funds I 30
3; 31 Paid?in or capita! surplus, or land, buiiding, or equipment fund . 31
it? 32 Retained earnings, endowment, accumulated income, or other funds 32
33 Total net assets or fund balances 2, 665, 267 33 2, 842, 208 
34 Total iiabilities and net assetsffund balances 2, 681, 737 34 2 864 195 
BAA Form 990 (2015)

10112115

 

Form 990 (2015) CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03?6009701 Page 12

.. Reconciliation of Net Assets

    

 

 

 

 

 

 

 

 

 

 

 

 

 

Check if Schedule 0 contains a response or note to any line in this Part XI 
Totai revenue (must equal Part column (A), line 12) 1 1, 154, 352 
2 Totai expenses (must equai Part IX, column (A), line 25) 2 906, 294 
3 Revenue iess expenses. Subtract line 2 from line I 3 258 058 
4 Net assets or fund balances at beginning of year (must equal Part X, tine 33, column 4 2 I 665! 267 
5 Net unrealized gains (tosses) on investments 5 ?80 I 257 
6 Donated services and use of 6 
7 Investment expenses 7
8 Prior period adjustments 8
9 Other changes in net assets or fund balances (explain in Schedule 0). . 5.3.9.. .0. 9 ?870 
10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
column 10 2,842,208,
].P.art XII I Financial Statements and Reporting
Check if Schedule 0 contains a response or note to any iine in this Part XII 

 

1 Accounting method used to prepare the Form 990: DCash 'Accrual DOther

If the or anization changed its method of accounting from a prior year or checked 'Other,? explain
In Sche O.

2 a Were the organization's financial statements compiled or reviewed by an independent accountant? 
If 'Yes,? check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
se arate basis, consolidated basis, or both:
{j Separate basis DConsolidated basis Both consolidated and separate basis
Were the organization's financiai statements audited by an independent accountant? 

If 'Yes,? check a box below to indicate whether the financiai statements for the year were audited on a separate
basis, consolidated basis, or both:

Separate basis DConsolidated basis Both consolidated and separate basis
6 If 'Yes' to line 2a or 2b, does the organization have a committee that assumes for oversight of the audit,

 

 

 

 

 

 

 

 

 

 

 

review, or compilation of its financial statements and selection of an independent accountant? 2 
If the or anization changed either its oversight process or selection process during the tax year, explain 
In Sche ule 0.
3a As a resuit of a federat award, was the organization required to undergo an audit or audits as set forth in the Single
Audit Act and OMB Circular 3a 
If ?Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit

or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits 3b

BAA Form 990 (20t5)

3 2L 10/20/15

 

Public Charity Status and Public Support Ohms-15450047

SCHEDULEA . . . . . . . .
Complete If the organization Is a section 501 organization or a section
(Form 990 or 4947(a)(1) nonexempt charitabie trust.
Attach to Form 990 or Form 990-EZ.

Information about Schedule A (Form 990 or 990-EZ) and its instructions is

  

Department of the Treasury .
internal Revenue Service at 

Name of the organization CALVIN COOLIDGE PRES IDENTIAL FOUNDATION Employer identification number
INC. 03-6009701

Ipant: I Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines through il, check oniy one box.)

1 A church, convention of churches, or association of churches described in section 

 

2 A school described in section l7tl(b)(l)(A)(iE). (Attach Schedule (Form 990 or 

3 A hospital or a cooperative hospital service organization described in section 

4 A medical research organization operated in conjunction with a hospital described in section Enter the hospital?s
name, city, and state:

5 An organization operated?for agape Er; EEeEti?rT 
(Complete Part II.)

6 A federal, state, or local government or governmental unit described in section 

7 An organization that normally receives a substantial part of its support from a governmental unit or from the general pubtic described
In section (Complete Part ii.)

8 A community trust described in section (Complete Part II.)

9 An organization that normally receives: more than 33-18% of its support from contributions, membershi fees, and gross receipts

from activities related to its exempt func ions sub'ect to certain exceptions, and (2) no more than 33-18% of its support from gross

Investment income and unrelated business taxa to income (iess section Ell tax) from businesses acqu1red by the organization after

june 30, l975. See section 509(a)(2). (Complete Part 

10 An organization organized and operated exclusively to test for pubtic safety. See section 509(a)(4).

11 An organization organized and operated exctusivety tor the benefit of, to perform the functions of, or to carry out the urposes of one
or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). eck the box in
lines lla through that describes the type of supporting organization and comptete lines lte, llt, and llg.

a Type I. A supporting organization operated, supervised, or controlted by its supported organization(s), typicatly by giving the supported
organtzation(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must
complete Part IV, Sections A and B.

Type II. A supporting organization supervised or. controlted in connection with its supported organization(s), 'by having control or
management of the supporting organization Vested In the same persons that control or manage the supported organization(s). You
must complete Part IV, Sections A and C.

Type functionally integrated. A supporting organization operated in connection with, and functionaliy integrated with, its supported
organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type non-functionaily integrated. A supporting organization operated in connection with its supported organization(s) that?is not
functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see
instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the that it is a Type 3, Type II, Type IIE functionally

 

 

 

 

 

 

 

 

 

 

 

 

 
   

 

 

 

 

integrated, or Type non-functionaliy integrated supporting organization.
Enter the number of supported organizations E:
Provide the following information about the supported organization(s).
rt in EIN . . Amount of monetary vi Amount fother
(I) agahizgiib?o (listed support (see instructions) (see instructions)
above (see instructions? In 
Yes No
(A)
(B)
(C)
(D)
(E)
Total 
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2015



 

Schedule A (Form 990 or 990-52) 2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03-6009701 Page 2

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Comptete only if you checked the box on line 5, 7, or 8 of Part 1 or if the organization failed to qualify under Part if the
organization fails to quaiify under the tests iisted below, please complete Part Iii.)

 

 

Section A. Public Support

?scal year 201 1 2012 2013 2014 2015 (1) Total

1 Gifts, grants, contributions, and 
membership fees received. (00 not

include any 'unusual grants.) 

2 Tax revenues levied for the
or anization?s benefit and
eit er aid to or expended
on its ehalf 

3 The value of services or
facilities furnished by a
governmental unit to the
organization without charge. . .

4 Total. Add lines 1 through 3. ..

5 The portion of total
contributions by each person
(other than a governmental
unit or publiciy supported
organization) 1nc iuded on line 1
that exceeds 2% of the amount
shown on line 11, column (01..

 

 

 

 

 

 

 

 

 

6 Public support. Subtract line 5
from tine 4

Section B. Total Support

Calendar year (or fiscal year
beginning in) 2011 2012 2013 2014 2015 (0 Total

7 Amounts from line 4 

 

 

 

 

 

8 Gross income from interest,
dividends payments received
on securities loans, rents,
royalties and income from
similar sources 

9 Net income from unrelated
business activities, whether or
not the business is regularly
cam 190 on 

10 Other income. Do not include
gain or loss from the sale of
capital assets (Expi ain in
Pa 

 

 

 
 
 
 

 

 

 

 

 

 

 

 

 

 

 

11 Total su
through
12
13 First five years. If the Form 990 15 for the organization's first, second, third, fourth, or fifth tax year as a section 501 
organization, check this box and stop here 
Section C. Computation of Public Support Percentage
14 Public support percentage for 2015 (line 6, column divided by line 11, column 14 
15 Public support percentage from 2014 Schedule A, Part 11, line 14 15 

 

 

 

16a 33- 113% support test 2015 If the organization dict not check the box on line 13, and tine 14 IS 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicty supported organization . . 

33-18% support test 2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33-1/3% or more, check this box
and stop here. The organization qualifies as a pubiicly supported organization [1

17a 10%? facts- and- circumstances test 2015.1f the organization did not check a box on tine 13, 16a, or 16b, and line 14 is 10%
or more, and if the organization meets the facts? and circumstances' test, check this box and stop here. Expiain in Part VI how
the organization meets the facts? and circumstances test. The organization qualifies as a publicly supported organization 

10%- facts and- circumstances test 2014. if the organization dict not check a box on line 13, 16a, 16b, or 17a, and line 15 1s 10%
or more, and if the organization meets the 'facts- and- circumstances test, check this box and stop here. Explain in Part VI how the
organization meets the 'facts and? circumstances test. The organization qualifies as a publicly supported organization 


18 Private foundation. if the organization did not check a box on line 13, 16a, 161), 17a, or 17b, check thi is box and see instructions. ..
BAA Schedule A (Form 990 or 990-EZ) 2015

TEEAO402L 1121/12/15

 

Schedule A (Form 990 or 990-EZ) 2015
Battiiliigij??

   

CALVIN COOLIDGE PRESIDENTIAL FOUNDATION

Support Schedule for Organizations Described in Section 509(a)(2)

03-6009701

Page 3

(Complete only if you checked the box on line 9 of Part or if the organization failed to qualify under Part ll. If the organization fails
to qualify under the tests listed below, piease complete Part II.)

Section A. Public Support

 

Calenderyear (or fiscal year beginning in) 

1 Gifts, grants, contributions
and membership fees
received. (Do not include
any 'unusual grants') 

2 Gross receipts from admis-
sions, merchandise sold or
services performed, or tacliities
furnished in any activity that is
related to the organization's
tax-exempt purpose 

3 Gross receipts from activities
that are not an unrelated trade
or business under section 513.

4 Tax revenues levied for the
or anization's benefit and
eit or paid to or expended on
its behalf 

5 The value of services or
facilities furnished by a
governmental unit to the
organization without charge . . .

6 Total. Add lines i through 

7a Amounts included on lines 1,
2, and 3 received from
disqualified persons 

Amounts included on lines 2
and 3 received from other than
disqualified persons that .
exceed the greater of $5,000 or
1% of the amount on fine 13
for the year 

Add tines 7a and 7b 
8 Public support. (Subtract tine

70 from line 6.) 

Section B. Total Support

201 1

2012 (C) 2013

2014

2015

(D Total

 

160,395.

142,401. 209,893.

408, 955.

774,147.

1, 695,791.

 

6,501.

3,867. 6,275.

7,214.

8,441.

32,298.

 

 

 

0.

 

166, 896.

146,268. 216,168.

416, 169.

782,588.

1,728,089.

 

 

0.

 

 

 

 

 

 

 

 

0.

 

 

1,728,089.

 

Calendar year (or fiscai year beginning in) 
9 Amounts from line 6 

1 0 a Gross income from interest, dividends,
payments received on securities loans,
rents, royalties and income from
similar sources 

Unrelated business taxable
income (less section 51 1
taxes) from businesses
acquired after June 30, 1975 . .

Add iines 10a and 10b 

11 Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on 

12 Other income. 00 not include
gain or loss from the sale of
capital assets (Explain in
Part Vi.) 

13 Total support. (Add lines 9,
10c, 11, and 12.) 

20} 1

(1202012 2013

2014

2015

(D Total

 

166, 896.

146,268. 216,168.

416,169.

782,588.

1,728,089.

 

38,066.

41,187. 39,653.

39,926.

47,008.

205,840.

 

0.

 

38,066.

41,187. 39,653.

39,926.

47,008.

205, 840.

 

 

0.

 

 

204,962.

 

255,821.

 

187, 455.

 

456,095.

 

 

829,596.

1, 933, 929.

 

14 First five years. lf the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and stop here 

Section C. Computation of Public Support Percentage

 

 

 

 

 

 

 

15 Public support percentage for 20t5 (line 8, column divided by line i3, column 15 89 . 36 

16 Public support percentage from 20i4 Scheduie A, Part lli, line 15 16 87 15 
Section D. Computation of investment Income Percentage

17 Investment income percentage for 2015 (line 10c, column divided by line 13, coiumn 17 10 64 

18 investment income percentage from 2014 Schedule A, Part ll}, line 17 18 12 85 90

19a 33-13% support tests 2015. if the organization did not check the box on iine i4, and line 15 is more than 33-18%, and line 17
is not more than 33-18%, check this box and stop here. The organization qualifies as a publicly supported organization 

support tests 2014. If the organization did not check a box on tine 14 or line 19a, and line 16 is more than 33~1l3%, and
line 18 is not more than check this box and stop here. The organization quaiifies as a publicly supported organization . . . . 

20 Private foundation. if the organization did not check a box on line 14, 19a, or i9b, check this box and see instructions 

BAA

TEEA0403L til/12115

 

CUE

Schedule A (Form 990 or 990-EZ) 2015

 

 A (Form 990 OF 990 52) 2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 0970 1 Page 4

[Part- tV [Supporting Organizations
(Compiete oniy if you checked a box In tine It on Part I. If you checked 11a of Part i, complete Sections
A and B. If you checked 11b of Part i, complete Sections A and C. If you checked iic of Part I, compiete
Sections A, D, and E. If you checked 'iid of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

 

 

1 Are ail of the organization's supported organizations listed by name in the organization's governing documents?
if 'No, describe in Part VI how the supported organizations are designated. if designated by ciass or purpose, describe
the designation. if historic and continuing relationship, explain 

2 Did the organization have any supported organization that does not have an IRS determination of status under section
509(a)(3) or if ',?Yes explain in Part VI how the organization determined that the supported organization was
described in section 509(a)(1) or (2) 

 

3a DiddtPaibl organization have a supported organization described In section 501(c)(4), (5), or If 'Yes,? answer 
an 0 be low. 

Did the organization confirm that each supported organization qualified under section 501 (5), or (6) and
satisfied the public support tests under section 509(a)(2)? it 'Yes,? describe in Part VI when and how the organization
made the determination 

Did the organization ensure that all sup ort to such organizations was used exclusively for section 170(c)(2)(B)
purposes? if 'Yes,? explain in Part at controls the organization put in place to ensure such use 

 

 

4a Was any supported organization not organized In the United States ('foreign supported organization If 'Yes' and
If you checked lie or 11b in Part 1, answer and below . 

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported
organization? If ?Yes, describe in Part Vi how the organization had such control and discretion despite being controlled
or supervised by or in connection with its supported organizations 

Did the organization support any foreign supported organization that does not have an IRS determination under
sections 501(c)(3) and 509(a)(i) or If 'Yes, expiain in Part What controls the organization used to ensure that
all support to the foreign supported organization was Used exclusively for section i70(c)(2)(B) purposes 

5 a Did the organization add, substitute, or remove any supported organizations during the tax year? if 'Yes, answer 
and below (if applicable). Also, provide detail in Part Vi, including the names and numbers of the supported
organizations added, substituted, or removed; (ii) the reasons for each such action; the authority under the
organization?s organizing document authorizing such action; and (iv) how the action was accomplished (such as by
amendment to the organizing document) 

Type I or Type 11 only. Was any added or substituted supported organization part of a class already designated in the
organization's organizing document? 

 

Substitutions only. Was the substitution the result of an event beyond the organization's control? 

6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to
anyone other than its supported organizations, (ii) individuais that are part of the charitabie class benefited by one
or more of its supported organizations, or other supporting organizations that also support or benefit one or more of
the filing organization's supported organizations? If 'Yes,? provide detail in Part Vi 

 

7 Did the organization provide a grant, ioan, compensation, or other similar payment to a substantial contributor
(defined in section a family member of a substantial contributor, or a 35% controlled entity with
regard to a substantiat contributor? if ?Yes, complete Part:. of Schedule (Form 990 or 990-EZ) 

 

8 Did the organization make a loan to a disquai ified erson (as defined in section 4958) not described In line 7? if Yes,
complete Part I of Schedule (Form 990 or 990E 

9 a Was the organization controlled directly or indirectty at any time during the tax year by one or more disqualified persons
as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or 
it 'Yes, provide detail in Part VI 

Did one or more disqualified persons (as defined In line 9a hoid a controlling interest In any entity in which the
supporting organization had an interest? lf 'Yes,? provide etail In Part VI 

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from,
assets In which the supporting organization also had an interest? if 'Yes' provide detail in Part VI 

 

10 a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding
certain Tygeblijsupporting organizations, and all Type til non functionaliy integrated supporting organizations)? if 'Yes,
answer 10 ow 

Did the organization, have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine
whether the organization had excess business holdings.) 

BAA TEEAO404L 10/12/15 Schedule A (Form 990 or 990-EZ) 2015

 

 

 

 

S?hedU e A (Form 990 or 990432) 2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03?6009701 Page 5
IPartiM-ffl Supporting Organizations (continued)

 

 

 

 

11 Has the organization accepted a gift or contribution from any of the following persons? Yes No'ii
a A person who directly or indirectly controls, either alone or together with persons described in and below, the -
governing body of a supported organization? 11a
in A family member of a person described in above? 11b
6 A 35% controiled entity of a person described in or above? if ?Yes? to a, b, or c, provide detail in Part Vt 11c

 

 

Section 3. Type I Supporting Organizations

 

Yes No

 

1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint
or elect at least a majority of the organization's directors or trustees at atl times during the tax year? If 'No, describe in
Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization '5 activities.
it the organization had more than one supported organization, describe how the powers to appoint and/or remove
directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any,
applied to such powers during the tax year 1

 

 

 

 

2 Did the organization operate for the benefit of any supported organization other than the supported organization(s)
that operated, supervised, or controlled the supporting organization? if 'Yes, explain in Part VI how providing such
benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the
supporting organization 

Section C. Type it Supporting Organizations

 

 

 

Yes No

 

1 Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees j: 
of each of the organization's supported organization{s)? it ?No, describe in Part VI how control or management of the -- - i 
supporting organization was vested in the same persons that controlled or managed the supported organization(s) 1

Section D. All Type Ill Supporting Organizations

 

 

 

 

1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the
organization's tax year, a written notice describing the type and amount of support provided during the prior tax
year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and copies of the
organization's governing documents in effect on the date of noti?cation, to the extent not previously provided? 1

 

 

2 Were any of the organization's officers, directors, or trustees either appointed or elected by the supported
organization(s) or (ii) serving on the governing body of a supported organization? if explain in Part VI how --
the organization maintained a close and continuous working relationship with the supported organization(s) 2

3 By reason of the relationship described in (2), did the organization's supported organizations have a significant
voice in the organization?s investment policies and in directing the use of the organization's income or assets at
all times during the tax year? it 'Yes, describe in Part VI the role the organization '3 supported organizations played
in this regard 

Section E. Type FunctionalEy-lntegrated Supporting Organizations

 

 

 

 

 

1 Check the box next to the method that the organization used to satisfy the integral Part Test during the year (see instructions):
a The organization satisfied the Activities Test. Complete line 2 below.
The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions).

 

 

 

2 Activities Test. Answer(a) and below. Ye No

a Diet substantially all of the organization's activities during the tax year directly further the exempt purposes of the
supported organization(s) to which the organization was responsive? If 'Yes, then in Part VI identify those supported
organizations and explain how these activities directly furthered their exempt purposes, how the organization was
responsive to those supported organizations, and how the organization determined that these activities constituted
substantially all of its activities 28

 

 

 

Did the activities described in constitute activities that, but for the organization?s involvement, one or more of
the organization's supported organizationCs) would have been engaged in? if 'Yes,'explain in Part VI the reasons for
the organization's position that its supported organization(s) would have engaged in these activities but for the
organization ?5 involvement 

 

3 Parent of Supported Organizations. Answer and below.

a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of
each of the supported organizations? Provide details in Part Vi 

Did the organization exercise a substantiat degree of direction over the policies, programs, and activities of each of its
supported organizations? it ?Yes,? describe in Part Vi the role played by the organization in this regard 

 

 

BAA TEEAO4OSL 10/12/15 Schedule A (Form 990 or 990-EZ) 2015

 

Schedule A (Form 990 or 2015

CALVIN COOLIDGE PRESIDENTIAL FOUNDATION

Type Non-Functionaliy integrated 509(a)(3) Supporting Organizations

03?6009701 Pages

 

 

 

 

 

 

 

 

 

Check here if the organization satisfied the Integral Part Test as a quaiifying trust on November 20, 1970. See instructions. All
other Type non? functionaliy integrated supporting organizations must complete Sections A through E.
Section A Adjusted Net income (A) Prior Year 
1 Net short-term capital gain 1
2 Recoveries of prior?year distributions 2
3 Other gross income (see instructions) 3
4 Add lines I through 3 4
5 Depreciation and depletion 5
6 Portion of operating expenses paid or incurred for production or collection of gross
income or for management, conservation, or maintenance of property held for
production of income (see instructions) 6
7 Other expenses (see instructions) 7
8 Adjusted Net income (subtract lines 5, 6 and 7 from line 4) 8

 

 

Section Minimum Asset Amount

 

1

Aggregate fair market value of non-exempt-use assets (see instructions for short
tax year or assets heid for part of year):

(A) Prior Year

(B) Current Year
(optionai)

 

a Average monthiy value of securities 

 

Average monthiy cash balances 

 

 

Fair market value of other non?exempt?use assets 

1c

 

Totat (add lines Ia, Ib, and 1c) 

 

Discount claimed for blockage or other
factors (explain in detail in Part VI):

 

 

 

 

 

 

 

 

 

2 Acquisition indebtedness applicable to non-exempt-use assets 
3 Subtract line 2 from line Id .. 3
4 Cash deemed held for exempt use. Enter of line 3 (for greater amount,

see instructions) 4
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5
6 Multiply line 5 by .035 6
7 Recoveries of prior?year distributions 7
8 Minimum Asset Amount (add fine 7 to tine 6) 8

 

Section Distributable Amount

 

 

 

 

 

 

 

 

 

 

Current Year

 

 

 

 

 

 

1 Adjusted net income for prior year (from Section A, line 8, Column A) 1

2 Enter 85% of line I 2

3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3

4 Enter greater of line 2 or line 3 4

5 Income tax imposed in prior year 5

6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency

temporary reduction (see instructions) 6 . .. 
7 El Check here If the current year is the organization 5 first as a non- -functionally- -Integrated Type supporting organization
(see instructions).
BAA Schedule A (Form 990 or 2015

2/}5

 

Page 7

    
 
 

2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03~6009701
int ted a anizations continu

Schedule A

 

orm 990 or
It] Non-Functional
Section Distributions
1 Amounts paid to su

2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations,
in excess of income from activity 

Administrative expenses paid to accomplish exempt purposes of supported organizations 
Amounts paid to acquire exempt-use assets . 
Qualified set?aside amounts (prior approval required) 
Other distributions (describe in Part Vi). See instructions 
Total annual distributions. Add lines 1 through 6 

Distributions to attentive supported organizations to which the organization is responsive (provide details
in Part Vi). See instructions 

Distributabte amount for 2035 from Section 0, line 6 
Line8amount divided 

       
     

 
   
     

 
   
  
   
  
  

         
 

  

Current Year

   

organizations to accomptish exempt 

  
  
 

  
 
   

  
  
   

  
  
      
  
   
 

   
  
 

  
    

  
 

. . . . . . . 
Section Distribution Ailocations (see instructions) . Excess Distributable
Distributions Pre-2015 Amount for 2015

1 Distributable amount for 2015 from Section C, iine 6 

2 Underdistributions, if any, for years prior to 2015 (reasonable
cause required see instructions) . . . .

3 Excess distributions carryover, if any, to 2015:
a


From 2013 
F: From 2014 
Total of tines 3a through 
Appiied to underdistributions of prior years 
Applied to 2015 distributabie amount 
i Carryover from 2010 not applied (see instructions) 
Remainder. Subtract lines 3g, 3n, and Si from St 

4 Distributions for 205 from Section D,
line 7:

a Applied to underdistributions of prior years 
lied to 2015 distributable amount 
Remainder. Subtract lines 4a and 4b from 4 

Remaining underdistributions for years prior to 2015, if any.
Subtract lines 39 and 4a from line 2 (if amount greater than
zero, see instructions) 

6 Remaining underdistributions for 2015. Subtract lines 3h and 4b
from line 1 (if amount greater than zero. see instructions) 

  

 
 
 

 
  
 
   
 
  

  
  
  
  
   
 
   
 

  
  
 
  
   
  
 

  
  
   

 
   
 
   
 
 

 
     

5

  
 
 
  
 

Excess distributions carryover to 2016. Add lines 3j and 4c 
Breakdown of line 7:

  
  

a

6 Excess from 2013 
Excess from 2014 
6 Excess from 2015 

  
     
 
   

BAA Schedule A (Form 990 or 2015

TEEA0407L i0/12l15

 

SChedUle A (Form 990 or 990-EZ) 2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03-6 00 9701 Page 8
Su _plem_ental Information. Provide the ex lanations required by Part El,  ino_10; Part ll, line 17a or l7b'Part Ill, line 12; Part IV,
Sec Ion A, lines 1,2, 313Ha, lib, and lie; Part IV, Section B, lines 1 and 2; Part IV, Section C, ime 1;

Part IV, Section D, lines 2 and 3; Part IV, Section E, lines ic, 2a, 2b, 33 and 3b; Part V, line 1; Part V, Section B, line ie; Part V,

Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information.

(See instructions.)

 

 

BAA TEEA0408L 10112115 Schedule A (Form 990 or 990-52) 2035

 

OMB No. 1545-0047

SCHEDULE Supplemental Financial Statements
(Form 990) Complete if the organization answered 'Yes' on Form 990,
Part iV, line 6,7, 8, 9, 10,113, 11b, 11c, 11d, 118, 12a,or12b.
Attach to Form 990.

  

 

 

 

 

 

 

 

 

 

 

 

 

$31?ng 3; ?gesi??eggry information about Schedufe (Form 990) and its instructions is at .l .
Name of the organization Employer identification numbe
CALVIN COOLIDGE PRESIDENTIAL FOUNDATION
INC- 03?6009701
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Complete if the organization answered ?Yes' on Form 990, Part lV, line 6.
Donor advised funds Funds and other accounts
Total number at end of year 
2 Aggregate value of contributions to (during year) 
3 Aggregate value of grants from (during year) 
4 Aggregate value at end of year 
5 Did the organization inform ali donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property, subject to the organization's exclusive legal controlanization inform ali grantees, donors, and donor advisors in writing that grant funds can be used o?niy
for chanta ie purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
impermissible private benefit? . DYes No

Part II lConservation Easements.
Compiete if the organization answered 'Yes' on Form 990, Part IV, line 7.
1 Purpose(s) of conservation easements held by the organization (check ail that apply).
Preservation of land for pubiic use recreation or education) Preservation of a historically important land area
Protection of natural habitat BPreservation of a certified historic structure
Preservation of open space

2 Complete tines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the
East day of the tax year.

 

Held at the End of the Tax Year

 

a Total number of conservation easements . 2a

 

 

 

 

 

 

Total acreage restricted by conservation easements 2 
Number of conservation easements on a certified historic structure included in 2c
Number of conservation easements inciuded in acquired after 8/17/06, and not on a historic
structure listed in the National Register 2d
3 Number of conservation easements modified, transferred, reieased, extinguished, or terminated by the organization during the
tax year 

4 Number of states where property subject to conservation easement is located 
5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations,

and enforcement of the conservation easements it holds? '3 N0
6 Staff and voiunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year


7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year


8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 
and section DYes No

9 in Part describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicabie, the text of the footnote to the organization?s financial statements that describes the organization?s accounting for
conservation easements.

Organizations Maintaining Coliections of Art, Historical Treasures, or Other Similar Assets.

Complete if the organizatron answered 'Yes' on Form 990, Part 3V, tine 8.

 

?l a if the organization elected, as permitted under SFAS H6 (A80 958), not to report in its revenue statement and balance sheet works of
art, historicai treasures, or other similar assets hetd for public exhibition, education, or research in furtherance of public service, provrde,
in Part the text of the footnote to its financial statements that describes these items.

If the or anization elected, as ermitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historica treasures, or other simi ar assets held for public exhibition, education, or research In furtherance of public servrce, provrde 
following amounts reiating to these items:

Revenue included on Form 990, Part Viil, line i 
(ii) Assets inciuded in Form 990, Part 133 342 .

2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following
amounts required to be reported under SFAS ll6 (A80 958) relating to these items:

a Revenue included on Form 990, Part line i *3
Assets included in Form 990, Part 
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3301L 06/03/15 Schedule (Form 990) 2015

 

Schedule (Form 990) 2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03-?6009701 Page 2
?rtgilliifl Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3 Using the or anizationts acquisition, accession, and other records, check any of the following that are a significant Use of its collection
items (chec atl that apply):
a Public exhibition Loan or exchange programs
Scholarly research 13 I Other
Preservation for future generations

4 Provide a description of the organization's collections and explain how they further the organization?s exempt purpose in
Part See Part II

5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization?s collection? Yes No

Partly: Escrow and Custodial Arrangements. Complete if the organization answered 'Yes' on Form 990, Part iV,
line 9, or reported an amount on Form 990, Part X, line 21.

 

 

 

 

 

 

 

1 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part es No
If 'Yes,? explain the arrangement in Part and complete the toilowing table:
Amount

Beginning balance 1 
Additions during the year ?l 
Distributions during the year. . . . . ?l 
Ending balance 1 

 

 

 

2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? Yes No
If 'Yes,? explain the arrangement in Part Check here if the exptanation has been provided on Part Xlli 

 

Endowment Funds. Complete if the organization answered 'Yes' on Form 990, Part 1V, line 10.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Current year Prior year Two years back Three years back Four years back

1aBeginning ofyear balance 509,765. 488,089. 433,940. 456,819. 542,523.

Contributions 605 113 .

21% .??i?l'hg?fg?lrfi ?9 034 . 21, 676.

Grants or scholarships 

Other expenditures for facilities

and programs 0 -

Administrative expenses 6, 654 

1,099,190. 509,765. 488,089. 433,940. 456,819.
2 Provide the estimated percentage of the current year end balance (tine lg, column held as:

a Board designated or quasi-endowment 54 51 

Permanent endowment 45 . 49 06

Temporarity restricted endowment Ir 

The percentages on iines 2a, 2b, and 2c should equal 100%.

 

Ba Are there endowment funds not in the possession of the organization that are heid and administered for the

 

 

 

 

 

 

organization by: Yes No

unrelated organizations 3a(i) 

(ii) related organizations 3a(ii) 
If ?Yes' on iine 3a(ii), are the related organizations listed as required on Schedule 3b

 

4 Describe in Part the intended uses of the organization's endowment funds.

Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part lV, line 11a. See Form 990, Part X, line 10.

 

 

 

   

 

 

 

 

 

 

 

 

 

 

 

 

Description Of property Cost or other basis (bg) Cost or other Accumuiated Book vatue
(investment) asis (other) depreciation
1 a Land 

bBuildings . 1,178,684. 596,847. 581,837.

Leasehold improvements 

quuipment 89,029, 87,051 1,972,

eOther 92,271. 71,835. 20,436.
Total. Add lines 1a through 1e. (Column must equal Form 990, Part X, column (8), line 100.) . 604 245,
BAA Schedule (Form 990) 2015

TEEA3302L 10l12/15

 

SChEdUle (Form 990) 20l5 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03-6009701 Page 3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Investments Other Securities. 
Complete if the organization answered 'Yes' on Form 990, Part IV, line llb. See Form 990, Part X, line 12.
Description of security or categoryancluding name of security) Book value Method of valuation: Cost or end-of-year market value
Financial derivatives 
(2) Ciosely?held equity interests 
(3) Other 
3A2 
:82 
:02 
SPA 
?52 

?32 


Total (Column (13) mustequafForm 990, Part)(, column (B)line 12.). 

 

 

 

Part Investments Program Related. 
Com ete if the or anization answered 'Yes' on Form 990 Part 1V tine 110. See Form 990 Part tine 13.

(a Desori of investment Book value Method of valuation: Cost or end? of- market value

    

Other Assets.

 

 

 

 

 

 

 

 

 

 

 

 

Complete if the organization answered 'Yes' on Form 990, Part IV, line lld. See Form 990, Part X, line 15.
Description Book value

(1) Coolidge Scholars Program Cash 210, 172.

(2) Memorabilia 133, 342 .
(3)
(4)
(5)
(5)
(7)
(8)
(9)
(10)

Total. (Column must equal Form 990, Part X, column (8) line 75.) 444 389 .

 

 

Part if: Other Liabilities
Com if the or nization answered 'Yes on Form 990 Part lV line He or 111?. See Form 990 Part
a va ue
Federal income taxes

(2)

(3)

(4)

(5)

line 25

       

1

Total. must Form Part column line 25. 

2. for uncertain tax positions. ln PartXlil, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain

tax positions under FIN 48 (A80 740). Check here if the text of the footnote has been provided in Part Xlli El
BAA TEEA3303L 06/03ft5 Schedule (Form 990) 2015

 

Schedule (Form 990) 2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03?6009701 Page 4
IP'art-Xl" I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Complete if the organization answered 'Yes' on Form 990, Part IV, Eine 12a.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Total revenue, gains, and other support per audited financial statements 1 I 1 266, 989 .
2 Amounts included on line I but not on Form 990, Part Iine I2: 

a Net unrealized gains (losses) on investments 2a

Donated services and use of facilities 2 

Recoveries of prior year grants 2 

Other (Describe in Part . Rest. 251.13.: 2d 102 627 .

6 Add lines 2a through 2d 102 627 .
3 Subtract tine 2e from Iine1 3 1, 164I 362 
4 Amounts included on Form 990, Part line 12, but not on line i:

a Investment expenses not included on Form 990, Part Vill, line 7b 4a

Other (Describe in Part 4b

(3 Add lines 4a and 4b 

5 Totai revenue. Add lines 3 and 4c. (This must equal Form 990, Part 1, line 72Expenses per Audited Financial Statements With Expenses per Return.
Complete if the organization answered ?Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ?l l, 008 921 .
2 Amounts included on line i but not on Form 990, Part IX, line 2.5: I "i

a Donated services and use of facilities 2a

Prior year adjustments . 2 

Other losses 2 . - . 

Other (Describe in Part . 5.8.9. 33.1"? 2d 102, 627 . 

eAdd lines 2a through 2d.. 2e 102, 627.
3 Subtract line 2e from line 1 3 906, 294 
4 Amounts Included on Form 990, Part IX, line 25, but not on line 1:

a Investment expenses not inciuded on Form 990, Part line 7b 4a

Other (Describe in Part 4b .

Add lines 4a and 4b 4c
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 78.) 5 906, 294 

 

 

 

[Part Supplemental Information.

Provide the descriptions re uired for Part II, lines 3, 5, and 9; Part lines Ia and 4; Part IV, lines lb and 2b; Part V, 
line 4; Part X, line 2; Part I, Fines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any addItIonaI InformatIon.

Part Line 4 Description Of Organization Collections How Furthers Exempt 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 MISSION THROUGH PUBLIC EDUCATION AND

PRESERVATION.

 

BAA Schedule (Form 990) 20l5

TEEA3304L 06/03? 5

 

ScheduleD (Form 990) 2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION
Supplemental Information (continued)

Schedule D, Part Xl, Line 2d
Other Revenue Included In FIS But Not Included On Form 990

NETTED: COST OF GOOD SOLD 
NETTED: DIRECT FUNDRAISING EXPENSE 

Schedule D, Part XII, Line 2d
Other Expenses And Losses Per Audited FIS

NETTED: COST OF GOODS SOLD 
NETTED: DIRECT FUNDRAISING EXPENSES 

03m6009701 Page5

8,488.
94:139.

Total 102,627.

8,488.

94:139.

Total 102,627.

 

BAA TEEA3305L 06/03/15

I Schedule (Form 990) 2015

 

Supplemental Information Regarding Fundraising or Gaming Activities OMB No 1545-0047
SCHEDULE Complete If the organization answered *Yes on Form 990, Part lV lines l7 18, or19, orifthe 201 5

(Form 990 0" 990432) organization entered more than $15, 000 on Form 990 El, line 63.

Department of the Treasury Attach to Form 990 or Form 990? El.

Internal Revenue Service Information about Schedule (Form 990 or and its instructions is at Inspection

 

Open 16 Public

  

 

 

Name 0f Olgamza?m? CALVIN COOLIDGE PRESIDENTIAL FOUNDATION
INC .

 

Form filers are not required to complete this part.

Employer identi?cation number

03-6009701

 

Fundraising Activities. Complete if the organization answered 'Yes? on Form 990, Part IV, line 17.

1 lndicate whether the organization raised funds through any of the following activities. Check all that apply.

a Mail solicitations El Solicitation of non?government grants
lnternet and emait solicitations Soticitation of government grants
Phone solicitations Special fundraising events

ln-person solicitations

2 a Did the organization have a written or oral agreement with any individual (inciuding officers, directors, trustees or key
employees listed In Form 990, Part VI 1) or entity In connection with professional fundraising services? ElYes No

If 'Yes, list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser Is to be

compensated at least $5,000 by the organization.

 

Name and address of individual (ii) Activity {)id fundraiser (iv) Gross receipts
or entity (fundraiser) have custod or control from activity
of contri utEons?

Amount paid to (vi Amount paid to
(or retained by) or retained by)
fundraiser listed in organization
column 

 

Yes No

 

 

 

 

 

 

 

 

 

 

10

 

 

 

 

 

 

Total 

 

 

3 List ail states In which the organization is registered or licensed to solicit contributions or has been notified it iS exempt from registration

or licensing.

 

BAA For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
TEEA3701L 12102135

Schedule (Form 990 or 990-EZ) 2015

 

Scheduie (Form 990 or 990-52) 2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03?6009701 Page 2
Fundraising Events. Complete if the organization answered 'Yes' on Form 990, Part lV, line 18, or reported
more than $5,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b.
List events with gross receipts greater than $5,000.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Event #1 Event #2 Other events Total events
FALL EVENT AUGUST GALA DI None 
2 (event type) (event type} (total number)
E, ?1 Gross receipts 256,075. 24,525. 280,600.
2 Less: Contributions 
3 Gross income (line? minus line 2) 256,075. 24,525. 280, 600.
4 Cash prizes 
5 Noncash prizes 
6 Rent/facility costs 4, 467 4 467 
(T: 7 Food and beverages 20,305. 10,078, 30,383.
8 Entertainment 
9 Other direct expenses 37,412, 10,367. 47,779.
5 Direct expense summary. Add lines 4 through 9 in column t? 82 629 .



Net income summary. Subtract line 10 from line 3, column 197, 971 

Gaming. Complete if the organization answered 'Yes' on Form 990, Part IV, line 19, or reported more than
$15,000 on Form 990-EZ, line 6a.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bingo Pull tabs/instant Other gaming Total gaming
bingo/grogresswe (add column 
\Er mgo through column 


?l - Gross revenue 
2 Cash prizes 
it
FE 3 Noncash prizes 


4 Rent/facility costs 
5 Other direct expenses 
Yes Yes Yes 
6 Volunteer labor No No No
7 Direct expense summary. Add tines 2 through 5 in column 
8 Net gaming income summary. Subtract line 7 from line 3, column 

 

9 Enter the state(s) in which the organization conducts gamtng activities:

 

a ls the organization licensed to conduct gaming activities in each of these states? Yes DNO
If explain: 
10 a WEE En; 3f In; Ef?e'Yes,? explain:

 

BAA TEEA3702L 06/02/15 Schedule (Form 990 or 990-EZ) 2015

 

Schedule (Form 990 OF 2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03?600 9701 Page 3

 

 

11 Does the organization conduct gaming activities with nonmembers? Yes II No
12 is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to
administer charitable gaming? Yes No
13 Indicate the percentage of gaming activity conducted in:
a The organization's facility. 13a 
An outside facility 13b 

 

 

 

14 Enter the name and address of the person who prepares the organization's events books and records:

Name 
Address 
15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? DYes No
If 'Yes,? enter the amount of gaming revenue received by the organization? and the amount

of gaming revenue retained by the third party 

it 'Yes,? enter name and address of the third party:

16 Gaming manager information:

Description of services provided 

Director/officer Empioyee Independent contractor

17 Mandatory distributions
a is the organization required under state iaw to make charitabie distributions from the gaming proceeds to retain the
state gaming license? DYes No
Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the
organization's own exempt activities during the tax year 
Hal?tilvsg? Supplemental Information. Provide the explanations required by Part l, line 2b, columns and 
and Part ill, lines. 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provrde any additional
information (see Instructions).

 

   

Part I, Line 2b - Fundraiser Additionat Information
Fall Event in New York City

 

BAA TEEA3703L 06/02/15 Schedule (Form 990 or 2015

 

SCHEDULE I Grants and Other Assistance to Organizations, OMEN-15450047

(Form 990) Governments, and Individuals in the United States 2015
Complete if the organization answered ?Yes' on Form 990, Part IV, line or 22. 

Department of the Treasury F. AttaCh to Form 990' Opento RubiiC

Internal Revenue Servrce 1" information about Schedule I (Form 990) and its instructions is at .

Name of the organization Employer identi?cation number

CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03-6009701
iPartii'l General information on Grants and Assistance

 

 

  

   

 

 

1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and

the selection criteria used to award the grants or a Yes No
2 Describe in Part the organization's procedures for monitoring the use of grant funds in the United States.

 

Partll Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered 'Yes' on
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part can be duplicated if additionai space is needed.

1 Name and address of organization EIN IRC?section Amount of cash grant Amount of non-cash Ef) Method of valuation (9) Description of
or government if applicable 

 

. Purpose of grant
book, appraisal, non?cash or 
0 er

 

page To PROVIDE

DEBATE CAMP
HANOVER, NH 03755 46-1546109 22,700. 0. SCHOLARSHIPS

To PROVIDE

DEBATE
RIPON, WI 54971 39~0840589 8,283. 0. SCHOLARSHIPS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2 Enter total number of section 50l and government organizations iisted in the line 1 table 0
3 Enter total number of other organizations listed in the line i tabie 2
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3901L 11/04/15 Schedule i (Form 990) (2015)

 

 

 

 

 

Schedule I (Form 990) (20i5) CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03-6009701

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered 'Yes' on Form 990, Part IV, line 22. Part 
can be duplicated if additional space is needed.

Page 2

 

 

Type of grant or assistance Number of Amount of Amount of Method of Valuation (book,

. Description of non-cash assistance
reelpients cash grant non-cash ass:stance FMV, appraisal, other)

 

'l YOUTH WRITING PRIZE 2 2,000.

 

2 DEBATE SCHOLARSHIP 45 4, 450.

 

3 JOURNALISM PRIZE 1 20, 000.

 

4 HISTORY DAY AWARD 250.

 

5 COLLEGE SCHOLARSHIP 00 -

 

 

  

 

 

 

 

 

 

Supplemental Information. Provide the information required in Part I, line 2, Part ill, column and any other additional information.

 

BAA Schedule 1 (Form 990) (2015)

TEEA3902L ?l 1104/} 5

 

SCHEDULE Compensation Information Chime-15450047

(Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 201 5
Complete if the organization answered 'Yes? on Form 990, Part tV, line 23.
Attach to Form 990.
Department of the Treasury

Internal Revenue Service information about Schedule (Form 990) and its instructions is at 
Employer identi?cation number

 
  

 

 

Name of the organization
CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03?6009701
Earti-I Questions Regarding Compensation

 

 

 

Yes No

 

1 a Check the appropriate box(es) if the organization provided any of the foliowing to or for a person listed on Form 990, Part
VII, Section A, iine Ia. Complete Part to provide any relevant information regarding these items.

 

First~class or charter travel Housing allowance or residence for personal use
Travel for companions Payments for business use of personal residence
Tax indemnification and gross-up payments [3 Health or social club dues or initiation fees

Discretionary spending account DPersonal services maid, chauffeur, chef)

if any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of ail ot the expenses described above? If complete Part to explain .. .

2 Did the organization require substantiation prior to reimbursing or aliowing expenses incurred by all directors,
trustees, and officers, including the CEO/Executive Director, regarding the items checked in line Ia? 

 

3 Indicate which, if any, of the following the tiling organization used to establish the compensation of the organization?s
CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a reiated organization to
establish compensation of the CEO/Executive Director, but explain in Part 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

. . Part II
Compensation committee .Written employment contract
independent compensation consultant Compensation survey or study
Form 990 of other organizations Approval by the board or compensation committee
4 During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the 
organization or a related organization:
a Receive a severance payment or change-of-control payment? 
Participate in, or receive payment from, a supplemental nonqualitied retirement plan? 
Participate in, or receive payment from, an equity-based compensation arrangement? 
If ?Yes? to any of lines 4a-c, list the persons and provide the appiicable amounts for each item in Part lil.
Only section 501(c)(3), 501(c)(4), and 501 organizations must complete lines 5-9.
5 For persons iisted on Form 990, Part th, Section A, line 1a, did the organization pay or accrue any compensation
con ingent on the revenues of:
a The organization? 
Any rotated organization? 
if 'Yes' to line 5a or 5b, describe in Part lit.
6 For persons listed on Form 990, Part VII, Section A, line Ia, did the organization pay or accrue any compensation
contingent on the net earnings of:
a The organization? 
Any related organization? 
If 'Yes? on line 6a or 6b, describe in Part lit.
7 For persons iisted on Form 990, Part VII, Section A, linela,? did the organization provide any non?fixed
payments not described on lines 5 and 6? If 'Yes,? describe in Part 7 
8 Were any amounts reported on Form 990, Part Vii, paid or accrued pursuant to a contract that was subject
to the initial contract exception described in Regulations section 
If *Yes,? describe in Part 8 
9 If ?Yes' to line 8, did the organization also fotlow the rebuttabie presumption procedure described in Regulations
section 9
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2015

OI I 0/26} I 5

 

Schedule (Form 990) 2015

For each?individual yvhose compensation must be reported on Schedule J, rep
on row Do not list any individuals that are not listed on Form 990, Part VII

CALVIN COOLIDGE PRESIDENTIAL FOUNDATION
?Pa 3? Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

O3m6009701

Page 2

ort compensation from the organization on row and from related organizations, described in the instructions,

Note: The sum of columns for each listed individual must equal the totai amount of Form 990, Part Vll, Section A, line la, applicable column (D) and (E) amounts for that individual.

 

(A) Name and Title

(B) Breakdown of W2 and/ or compensation

Base. Other
compensation reportable
compensation

 

(C) Retirement
and other
deferred
compensation

(D) Nontaxable

(E) Total of
benefits



(ii) Bonus 8; incentive
compensation

(F) Compensation
in column (B)
reported as
deferred on prior
Form 990

 

AMITY SHLAES
1 CHAIR CEO

0)
(ii)

 

2

(I)
(ii)

 

3

(I)
(ii)

 

(I)
(ii)



 



 

(ii)

(ii)

 

(I)
(ii)

 

(0
(ii)

 

(0
(ii)

 

10


(ii)

 

?11

(ii)

 

12



 

13

(ii)
(ii)

 

14

(I)
(ii)



 

15

(I)
(ii)

 



 

(I)
(ii)

 

 

 

 

 

 

 

 

BAA

TEEA4102L 1 0/26? 5

Schedule (Form 990) 2015

 

ScheduleJ (Form 990) 2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION 03?6009701 Page3
I Suppiemental Information

Provide the information, explanation, or descriptions required for Part 1, lines 1aand for Part II. Also
complete this part for any additional information.

 

Part 1, Line 3 Methods Used By Related Org. To Establish Dir. Compensation
CEO AND EXECUTIVE DIRECTOR SALARIES WERE DETERMINED BY VOTE OF THE BOARD OF TRUSTEES

BASED ON COMPARABLE SALARIES FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS.

 

BAA Schedule (Form 990) 2015
TEEA4103L 10/26/15

 

OMB No. 1545-0047

SCHEDULE Transactions With Interested Persons

(Form 990 or Complete if the organization anSWered ?Yes' on Form 990, Part IV, line 25a,'25b, 26, 27, 28a, 20" 5
or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ. - -- -
Department Ofthe Treasury Information about Schedule (Form 990 or 990-EZ) and its instructions is
internal Revenue Servrce at 

COOLIDGE PRESIDENTIAL FOUNDATION
INC. 03?6009701

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501 organizations oniy).
Complete if the organization answered 'Yes' on Form 990, Part IV, line 25a or 25b, or Form Part V, line 40b.

1 Name of disquali?ed person Reiationship between disqualified Description of transaction Corrected?
arson and or anization
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under

section 4958 
3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization 
Loans to and/or From interested Persons.
Complete if the organization answered 'Yes' on Form 990-EZ, Part V, line 38a or Form 990, Part IV, line 26; or it the
organization reported an amount on Form 990, Part X, line 5, 6, or 22.
Name of interested person (b Relationship (6) Purpose Loan to or Original Balance due (9) In default? Approved Written

wit organization of teen from the principal amount by board or agreement?
organization? committee?

ei?etbiie'a?;

  

 
 

 

 

 

Employer identification number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To From Yes No Yes No Yes No

 

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total 
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered *Yes? on Form 990, Part IV, line 27.

Name 0? interested DBFSOH Reiationship between interested person Amount of assistance Type of assistance Purpose of assistance
and the organization

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   

 

(10)
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule E. (Form 990 or 990-EZ) 2015

TEEA4501 i. 0610310 5

 

SChedUIe (Form 990 or 990432) 2015 CALVIN COOLIDGE PRESIDENTIAL FOUNDA 03-6009701 Page 2

 

Business Transactions Involving Interested Persons.

Complete if the organization answered 'Yes' on Form 990, Part IV, line 28a, 28b, or 280.

 

 

 

 

Name of interested person Relationship between Amount of Description of transaction Sharing of
Interested person and the transaction organization's
organization revenues?
Yes No
(1) FRED WAINWRIGHT FORMER TRUST 6 253 . INVESTMENT FEES 
(2) AMITY SHLAES CHAIRMAN 2 0 1 6 60 . COMP BENEFITS 

 

(3)

 

(4)

 

(5)

 

(6)

 

(7)

 

(8)

 

(9)

 

(10)

 

 

 

 

 

 

 

Part'iV". Supplemental Information

Provide additional information for responses to questions on Schedule (see instructions).
Supplemental Information
FRED WAINWRIGHT A FORMER TRUSTEE OF THE CALVIN COOLIDGE PRESIDENTIAL FOUNDATION,
SERVES AS A PORTFOLIO MANAGER MANAGING THE 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 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 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 SIMTLAR POSITIONS AT SIMILAR ORGANIZATIONS.

 

Scheduie (Form 990 or 990-EZ) 2015
TEEA4501L 06/03/15

 

  

 

SCHEDULE 0 Supplemental information to Form 990 or OMB ?545'0047
(Form 990 0" 990?52) Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
1* Attach to Form 990 or 990-EZ.
Department of the Treasury Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is
Internal Revenue Service at 2; .. .. .. .
Name Of the organization CALVIN COOLIDGE PRESIDENTIAL FOUNDATION Employer identification number
INC. 03-6009701

 

 

Form 990, Part Line 4d - Other Program Services Description
SERIES THE FOUNDATION HOSTS A LECTURE SERIES THAT HOSTS LEADING
SCHOLARS, POLICY LEADERS, AND JOURNALISTS IN PUBLIC FORUMS ON 

TOPICS .

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 126 - 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
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 Approval Process - Officers 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 17 List of States which this Return is Filed

NYALAKARCO CT MDMI ND OH OKPARI SC UTWVWI CADC Form 990, Part Vi, Line 19 Other Organization Documents Publicly Available

ORGANIZATION BYLAWS AVAILABLE VIA WEBSITE.

 

BAA For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ. TEEA4901L 10112/15 Schedule 0 (Form 990 or 990AEZ) (2015)

 

Schedule 0 (Form 990 or 990-EZ) 2015 Page 2

Name Of the organization CALVIN COOLIDGE PRESIDENTIAL FOUNDATION Emptoyer identification number
INC. 03"6009701

 

 

Form 990, Part Line 9
Other Changes In Net Assets Or Fund Balances

 

REALIZED LOSSES ON INVESTMENTS ?870.
Total ?870.
BAA Schedule 0 (Form 990 or 990-EZ) (2015)

TEEA4902L 10/1 2/ 3 5