2026-08-26T14:22:48-05:00 2025-12-31 ANDERSEN TAX LLC 1717 West Loop South 20th floor HOUSTON TX 77027 990PF 2025-01-01 301205219 CALDWELL FAMILY FOUNDATION % SUSAN CALDWELL CALD 7136900000 9955 BARKER CYPRESS RD STE 250 CYPRESS TX 774335307 SUSAN CALDWELL PRESIDENT/DIRECTOR 7136900000 2026-08-15 true DAVID G BOLLIS P00827857 8324634030 2025 2025-03-06 01:10:19Z X 5088992 X 579664 170375 170375 46 46 750085 170421 0 4250 2125 0 2125 468 358 358 4718 2483 0 2483 306900 306900 311618 2483 0 309383 438467 167938 0 54 0 0 4432216 4182293 4182293 0 683032 906287 0 412 412 4432270 4865737 5088992 0 0 0 0 X 4432270 4865737 4432270 4865737 4432270 4865737 4432270 438467 4870737 5000 4865737 2334 2334 2334 6997 0 6997 X 4663 4663 0 false false false false false false false true true TX true false true false false true N/A SUSAN CALDWELL 7136900000 9955 BARKER CYPRESS RD STE 250 CYPRESS TX 774335307 false false false false false false false false false false false false false false false false false false false false false false SUSAN CALDWELL 9955 BARKER CYPRESS RD STE 250 CYPRESS TX 774335307 PRESIDENT & DIRECTOR 0.5 0 0 0 AMANDA GRACE MORRIS 9955 BARKER CYPRESS RD STE 250 CYPRESS TX 774335307 SECRETARY & DIRECTOR 0.5 0 0 0 LINDSEY CALDWELL MCCONATHY 9955 BARKER CYPRESS RD STE 250 CYPRESS TX 774335307 TREASURER & DIRECTOR 0.5 0 0 0 FRED CALDWELL 9955 BARKER CYPRESS RD STE 250 CYPRESS TX 774335307 DIRECTOR 0.5 0 0 0 482423 4063180 0 4545603 0 4545603 68184 4477419 223871 223871 2334 2334 221537 221537 221537 309383 0 0 0 0 309383 221537 0 2023 2022 2021 0 0 114539 721645 712102 1548286 309383 0 221537 87846 1636132 0 0 0 0 1636132 0 114539 721645 712102 87846 NA NA X Positive Coaching Alliance 66 FRANKLIN ST SUITE 300 OAKLAND CA 94607 NONE PC TO PROVIDE SCHOLARSHIPS AND PROGRAMMING FOR UNDERSERVED YOUTH IN ARIZONA, HAWAII, AND THE SAN FRANCISCO BAY AREA THAT CANNOT AFFORD PCA PROGRAMMING 5000 Sky High for Kids 9800 Richmond Ave 335 Houston TX 77042 NONE PC To bring communities together to provide comfort, fund research and save lives of those fighting pediatric cancer and other life-threatening conditions. 4500 Texas A&M Foundation 401 George Bush Dr College Station TX 77840 NONE PC To build a brighter future at Texas A&M University, one relationship at a time. 125000 Triple Crown Cancer Foundation 11807 Campos Dr Houston TX 77065 NONE PC To support young baseball players who face the daily challenges of cancer and still want to hold on to the dream of continuing to play baseball. 500 12th Man Foundation PO BOX 2800 College Station TX 77841 NONE PC To fund scholarships, programs and facilities in support of championship athletics. 25000 JH ADVENTURES 402 Office Park Drive Suite 310 Birmingham AL 35223 NONE PC To discover your life purpose, strengthen your relationships with God and family, and develop your personal values. 4000 Psalm91 Ministries LLC PO Box 391 6341 Stewart Road Galveston TX 77551 NONE PC To honor the Lord by providing Christian education and holistic empowerment for the orphans and vulnerable people of Zambia. 400 Bayou City Fellowship 9597 Jones Rd 351 HOUSTON TX 77065 NONE PC To engage in missions in our city and world through gospel proclamation and caring for the vulnerable. And, to serve our brothers and sisters who find themselves in difficult financial circumstances. 10000 Make-A-Wish 1702 E Highland Ave Suite 400 Phoenix AZ 85016 NONE PC To grant life changing wishes for children with critical illnesses. 5000 Cypress Christian School Inc 21455 BRIDGELAND CREEK PARKWAY CYPRESS TX 77433 NONE PC The mission of Cypress Christian School is to honor the Lord Jesus Christ by providing students an education based upon academic excellence and Biblical values. 5000 CRU Campus Crusade for Christ 100 LAKE HART DR ORLANDO FL 32832 NONE PC Helping to fulfill the Great Commission in the power of the Holy Spirit by winning people to faith in Jesus Christ, building them in their faith and sending them to win and build others; and helping the Body of Christ do evangelism and discipleship. discipleship. 2500 DEL RIO CHAMBER OF COMMERCE 1915 VETERANS BLVD DEL RIO TX 78840 NONE PC Leadership Del Rio was established to inspire community members to actively participate in local affairs, and thereby contribute to Del Rio's continued growth and future success. The program's primary goal is to help prepare and encourage young professionals to be agents of change. 500 The Onestar Foundation (Rebuild Texas Fund) 2200 East Martin Luther King Blvd Austin TX 78702 NONE PC Strengthen Texas communities by creating pathways for individuals and organizations to engage, connect, and accelerate their impact. 1000 NATIONAL MS SOCIETY PO Box 54879 Los Angeles CA 90054 NONE PC To cure MS while empowering people affected by MS to live their best lives. 500 Del Rio High School 100 MEMORIAL DR DEL RIO TX 78840 NONE NC To provide a high-quality, innovative curriculum with engaging, relevant instruction. 500 Church Project The Woodlands 602 PRUITT RD THE WOODLANDS TX 77380 NONE PC We want to change the way people see Christ, Christians, and the Church. 50000 FACE (CENTRUM ARTS LEAGUE) 6450 LOUETTA RD SUITE 200 SPRING TX 77379 NONE PC To sponsor the Free Children's Series, the Focus on Education scholarships, the Summer Camp program as well as helping to fund the F.A.C.E. operating budget. 1000 Still Water Camps 1015 N SCHOOL ST BOERNE TX 78006 NONE PC To create safe, diverse environments to share the truth of the Gospel through evangelistic and discipleship-focused initiatives to build community and transform lives. 15000 Houston Methodist Hospital Foundation 1707 Sunset Blvd HOUSTON TX 77005 NONE PC To delivering on a promise of unparalleled safety, pioneering research and compassionate care to every patient, every day. 50000 Waller County Fair Association 21988 FM 359 HEMPSTEAD TX 77445 NONE PC To promote a wholesome and productive lifestyle for our youth. 1500 306900 14 170375 CAPITAL GAINS DISTRIBUTIONS 18 46 170421 170421 false false false false false false false false false false X X 1 GRACE AND JOY INVESTMENTS LTD 9955 BARKER CYPRESS RD STE 250 CYPRESS TX 77433 197913 X 2 LITTLE YORK 290 INVESTMENT I LLC 9955 BARKER CYPRESS RD STE 250 CYPRESS TX 77433 381751 X TAX RETURN PREPARATION 4250 2125 2125 COMMON STOCKS 390389 545894 DIGITAL REALTY TRUST INC 14028 13770 EQUINIX INC 23393 21665 EQUITY ETPS 250507 319592 VANGUARD VALUE INDEX ADMIRAL 4715 5366 DIVIDENDS RECEIVABLE 0 412 412 FEDERAL EXCISE TAX PAID 5000 BANK FEES 220 110 110 FOREIGN TAX PAID 248 248 248 CAPITAL GAINS DISTRIBUTIONS 46 46