2023-11-15T15:47:05-08:00 2022-12-31 030310172 OBrien Shortle Reynolds & Sabotka PC 54 North Main Street Rutland VT 05701 990 2022-01-01 036009701 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC CALV 8026723389 BOX 97 PLYMOUTH VT 05056 AMITY SHLAES CHAIR & CEO 2023-11-15 true AMITY SHLAES 999009999 true Gwen Flewelling P01283080 8027738344 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z AMITY SHLAES BOX 97 PLYMOUTH VT 05056 3133724 false X HTTPS://COOLIDGEFOUNDATION.ORG X 1960 VT TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION. 25 24 13 270 0 4018334 2989048 2920 3256 558156 111040 256097 -66114 4835507 3037230 1219513 1302343 0 1156069 1484661 0 375017 1388059 1202909 3763641 3989913 1071866 -952683 33582389 28685698 67818 103261 33514571 28582437 X TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION. false false 1292395 1148466 The Coolidge Scholarship The Foundation operates a merit scholarship program that awards full undergraduate scholarships to outstanding high school students. The scholarship program attracts thousands of students each year, each of whom learns about President Coolidge and his values through the course of applying for the scholarship. The Coolidge Foundation conducts a rigorous, multi-stage, review process that culminates with interviews with a finalist jury. Since 2016, thirty-two Coolidge Scholarships have been awarded. Finalists are also awarded a smaller one-time scholarship. The chief criterion is academic excellence. Secondary criteria include interest in policy, appreciation of the values Coolidge championed, humility, and service. 1218331 The Coolidge Foundation hosts programs around the country that seek to educate and to perpetuate the memory and legacy of President Calvin Coolidge. In addition to programs described in 4a and 4c, these programs include a national high school debate program that emphasizes Coolidge related topics, content, and instruction, a Coolidge-themed event/lecture series, the Coolidge quarterly, a bi-weekly e-newsletter, an active website with educational materials, and history education programs at the President Calvin Coolidge State Historic Site for students of all ages. 310854 104515 Coolidge Senators Program -- The Coolidge Senators Program honors the top applicants to the Coolidge Scholarship by hosting them at the annual Coolidge Senators Summit in Washington, DC. While in Washington the students tour all three branches of government, attend seminars with nationally known policy experts and business leaders, and engage in formal debates on issues in public policy. The students remain engaged with the Coolidge Foundation through the Coolidge Senators Network. 197373 49362 3018953 true true false false false false false true false true true false false true false true true false false false false false false false true false false false true true false false false false false true false false true false false false false true true false false false true 126 0 true 13 true false false false false false false false 0 false false false false false false false X 25 24 false false false false false false false true true false false false true true true true true true true false AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN NC ND NH NJ NM NY OH OK PA RI SC TN UT VA WA WI WV X X MATTHEW DENHART 8026723389 PO BOX 97 PLYMOUTH VT 05056 AMITY SHLAES TRUST/CHAIR&CEO 50.00 1.00 X X 449327 0 31435 MATTHEW DENHART President 50.00 1.00 X 310000 0 30738 Colleen Stamos Dir,Coolidge House 40.00 0.00 109154 0 16588 Jared Rhoads Dir, Debate 30.00 0.00 104904 0 5245 E DAVID COOLIDGE Trustee/V Chair 1.00 0.00 X 0 0 0 ROBERT A CERASOLI Trustee 1.00 0.00 X 0 0 0 JENNIFER HARVILLE Trustee 1.00 0.00 X 0 0 0 JAMES H DOUGLAS TRUST/VICECHAIR 1.00 1.00 X X 0 0 0 ROBY HARRINGTON III Trustee 1.00 0.00 X 0 0 0 CHRISTOPHER C JETER Trustee 1.00 0.00 X 0 0 0 VLAD CORIC Trustee 1.00 0.00 X 0 0 0 K ALAN HASSENFLU Trustee 1.00 0.00 X 0 0 0 CHRIS NUNN Trustee 1.00 1.00 X 0 0 0 GARLAND TUCKER III Trustee 1.00 0.00 X 0 0 0 JOHN CHILDS Trustee 1.00 0.00 X 0 0 0 CHRISTOPHER COX Trustee 1.00 0.00 X 0 0 0 STEVE FORBES Trustee 1.00 0.00 X 0 0 0 SANDRA E GALE Trustee 1.00 0.00 X 0 0 0 ROBERT LUDDY TRUST/Treasurer 1.00 0.00 X X 0 0 0 BOYDEN GRAY Trustee 1.00 1.00 X 0 0 0 KURT SCHMOKE Trustee 1.00 0.00 X 0 0 0 JANICE ROGERS BROWN Trustee 1.00 0.00 X 0 0 0 MICHAEL ARONSTEIN Trustee 1.00 0.00 X 0 0 0 RICHARD R HOUGH III Trustee/Sec 1.00 0.00 X X 0 0 0 JUDGE EDITH JONES Trustee 1.00 0.00 X 0 0 0 MICHAEL BLOCK Trustee 1.00 0.00 X 0 0 0 JENNIFER MCCAIN Trustee 1.00 0.00 X 0 0 0 JOHN COCHRANE Trustee 1.00 0.00 X 0 0 0 ELIZABETH HEMENWAY Trustee 1.00 0.00 X 0 0 0 973385 84006 4 false true false 0 335247 2653801 204946 2989048 Membership Dues & Assessments 611710 3256 3256 3256 111040 111040 0 0 0 0 15170 335247 89527 -74357 -74357 0 15210 6967 8243 8243 0 3037230 122539 -74357 0 1302343 1302343 0 0 1057389 619995 196021 241373 0 297239 174285 55103 67851 0 58998 21244 29500 8254 71035 41651 13169 16215 0 62419 62419 51496 51496 0 0 0 2816 2816 0 38420 22531 7117 8772 0 0 154698 154698 40630 35510 3473 1647 0 0 0 0 46244 46244 13863 13863 PROGRAM EXPENSES 721219 721219 OTHER FUNDRAISING EXPENSES 28572 28572 DUES & SUBSCRIPTIONS 10860 10860 RESEARCH EXPENSE 10072 10072 21600 7684 11583 2333 3989913 3018953 595943 375017 1200421 933663 0 1444827 813462 0 0 0 0 21190 21614 13920 42638 1546686 965720 591921 580966 14990467 13236805 0 0 8662 7134 15310981 13049416 33582389 28685698 67818 103261 67818 103261 X 4807145 28582437 28707426 33514571 28582437 33582389 28685698 X -952683 -2082216 8158 -1905393 X false true X true false X 10286617 3109968 2799082 4018334 2989048 23203049 0 0 10286617 3109968 2799082 4018334 2989048 23203049 9500924 13702125 211354 245098 222251 214848 270965 1164516 0 0 24367565 0.56230 0.61650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 142832 X X X X false 10022471 -1098318 8924153 8583457 1439014 10022471 5221814 3361643 8583457 4117201 1102127 5219328 4461193 -286509 1413 4173271 false false false 1377191 831780 545411 21927 20136 1791 147568 113804 33764 580966 Beneficial Interest in CRT 12549849 Coolidge Scholars Program Cash 214388 Memorabilia 142832 Rounding 1 13049416 X 3291110 93955 93955 3197155 -159925 -159925 3037230 4083778 93865 93865 3989913 3989913 Part III, Line 4: Description of organization's collections and how it furthers its purpose. THE ORGANIZATION OWNS A MODEST COLLECTION OF HISTORICAL DOCUMENTS, MEMORABILIA, AND ARTWORK RELATED TO THE LIFE, CAREER, AND LEGACY OF PRESIDENT CALVIN COOLIDGE. THIS COLLECTION IS USED TO FURTHER THE FOUNDATION'S MISSION THROUGH PUBLIC EDUCATION AND PRESERVATION. ITEMS FROM THE COLLECTION, ON OCCASION, ARE LOANED TO OTHER TAX-EXEMPT AND GOVERNMENTAL ORGANIZATIONS FOR EDUCATIONAL USE. Part V, Line 4: Intended uses of the endowment fund. The Organization intends to use its endowment assets to support the Coolidge Scholars Program. Part X : FIN48 Footnote The Foundation is tax exempt under provisions of IRS Section 501(c)(3) and as such pays no tax on its exempt function income.Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and recognize a tax liability (or asset) if the Foundation has taken an uncertain position that more-likely-than-not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Foundation, and has concluded that as of December 31, 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to 2019. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 NETTED: DIRECT FUNDRAISING EXPENSES $87412 NETTED: COST OF GOODS SOLD $6543 Part XII, Line 2d: Other expenses and losses per audited F/S NETTED: DIRECT FUNDRAISING EXPENSES $87412 NETTED: COST OF GOODS SOLD $6453 false GALA 344997 335247 9750 51790 35622 Coolidge 5k 5420 5420 2115 350417 335247 15170 51790 37737 89527 -74357 true 0 0 DEBATE AWARDS 15 17500 COOLIDGE SCHOLARSHIPS 19 1113466 FINALIST AWARDS 7 35000 COOLIDGE SENATOR AWARDS 96 104515 DEBATE TRAVEL STIPENDS 96 31862 X X X X X false false false false false false false false false AMITY SHLAES TRUST/CHAIR&CEO 299327 150000 31435 480762 MATTHEW DENHART President 200000 110000 30738 340738 AMITY SHLAES CHAIRMAN/CEO 480762 COMP & BENEFITS false Schedule L, Part V Supplemental Information 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 APPROVED BY VOTE OF THE BOARD OF TRUSTEES AND WAS DETERMINED BY THE BOARD AFTER CONSIDERING COMPENSATION FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS AND HAVING A COMPENSATION STUDY CONDUCTED BY AN EXPERT OUTSIDE FIRM. THE COMPENSATION AMOUNT FOR 2022 INCLUDES A RETENTION BONUS PAYMENT, EARNED AFTER SEVERAL YEARS OF EMPLOYMENT WITH THE FOUNDATION. X 2 111157 false false false Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: Coolidge Senators Program -- The Coolidge Senators Program honors the top applicants to the Coolidge Scholarship by hosting them at the annual Coolidge Senators Summit in Washington, DC. While in Washington the students tour all three branches of government, attend seminars with nationally known policy experts and business leaders, and engage in formal debates on issues in public policy. The students remain engaged with the Coolidge Foundation through the Coolidge Senators Network. Form 990, Part VI, Section B, Line 11b THE 990 WAS REVIEWED BY MANAGEMENT AND OUTSIDE COUNSEL. Form 990, Part VI, Section B, Line 12c TRUSTEES REQUIRED TO DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST. Form 990, Part VI, Section B, Line 15a CEO's compensation was approved by vote of the Board of Trustees and determined based on comparable salaries for comparable positions at similar organizations, as determined by a compensation study conducted by a reputable expert firm. Form 990, Part VI, Section B, Line 15b President's compensation was authorized by the Board of Trustees and determined based on comparable salaries for comparable positions at similar organizations. Form 990, Part VI, Section C, Line 19 ORGANIZATION BYLAWS AVAILABLE VIA ORGANIZATION'S WEBSITE. Form 990, Part XI, Line 9 CHANGE IN VALUE - BENEFICIAL INTEREST IN SPLIT INT AGREEMENT = -$1905393 CALVIN COOLIDGE PRESIDENTIAL FUND INC 3425 PROSPECT STREET NW WASHINGTON DC 20007 843876460 SUPPORT MISSION OF CC PRESIDENTIAL FDN DE 501C3 509A3 TYPE 1 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION true CHARITABLE REMAINDER TRUST 3780 VT 100A PLYMOUTH VT 05056 SPLIT INTEREST AGREEMENT FL N/A TRUST false false false false false false false false false false false false false false false false false false false false