2026-09-24T16:19:43-05:00 2025-12-31 392519050 ELLIOTT DAVIS ADVISORY LLC 555 WALNUT STREET SUITE 300 CHATTANOOGA TN 37402 990 2025-01-01 026180017 THE PATRIOT FOUNDATION TRUST PATR 4234257008 PO BOX 407 CHATTANOOGA TN 37401 MARK A CALDWELL PRESIDENT 4234257008 2026-09-21 1 VICTORIA MCDUFFEE P01600499 4237567100 2026-09-22 2025 MARK A CALDWELL PO BOX 407 CHATTANOOGA TN 37401 46763 0 X N/A X 2006 TN THE MISSION OF THE TRUST IS TO BE AN ADVOCATE FOR ESSENTIAL LIBERTY, THE RESTORATION OF CONSTITUTIONAL LIMITS ON GOVERNMENT AND THE JUDICIARY, AND TO PROMOTE FREE ENTERPRISE, NATIONAL DEFENSE AND TRADITIONAL AMERICAN VALUES. OUR OBJECTIVE IS TO RESTORE THE PRINCIPLES OF LIBERTY AS ESPOUSED BY OUR FOUNDERS, AS ORIGINALLY SET FORTH IN OUR DECLARATION OF INDEPENDENCE AND THE UNITED STATES CONSTITUTION. 3 3 0 3 0 0 11838 16234 0 0 47059 30175 346 354 59243 46763 32050 19660 0 0 0 0 0 0 0 14366 12572 46416 32232 12827 14531 708363 737860 0 0 708363 737860 X THE TRUST PROMOTES LIBERTY BY DEVOTING ITS RESOURCES EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATIONS DULY ORGANIZED TO CARRY ON CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES, CONSISTENT WITH OUR MISSION. 0 0 20261 19660 THE FOUNDATION MAKES GRANTS TO OTHER TAX EXEMPT ORGANIZATIONS TO PROMOTE THE ADVANCEMENT OF SUCH PRINCIPLES. THE FOUNDATION STRIVES TO PROMOTE THEIR MISSION THROUGH PROVIDING SCHOLARSHIPS TO QUALIFIED STUDENTS COMMITTED TO PROMOTING THE ADVANCEMENT OF THE PRINCIPLES OF THE FOUNDATION. THE FOUNDATION ALSO PRESENTS SPEAKERS AND OTHER PROGRAMS WHO PROMOTE THE PRINCIPLES OF THE FOUNDATION AND PROVIDES WRITTEN MATERIALS TO PROVIDE INDIVIDUALS WITH A TIMELY, INFORMATIVE, AND RELIABLE SURVEY AND ANALYSIS OF THE NATION'S MOST SIGNIFICANT NEWS, POLICY, AND OPINION. 20261 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 TN X MARK A CALDWELL 4234257008 820 SCENIC HIGHWAY LOOKOUT MOUNTAIN TN 37350 X MARK A CALDWELL PRESIDENT 10.00 X X 0 0 0 MARK A CALDWELL JR SECRETARY 3.00 X X 0 0 0 KAY TYSON CALDWELL TREASURER 3.00 X X 0 0 0 0 0 0 0 0 0 0 0 16234 16234 5088 5088 221 221 25087 0 25087 25087 25087 MISCELLANEOUS INCOME 900099 133 133 133 46763 133 0 30396 19660 19660 4836 4836 7135 7135 MISCELLANEOUS 601 601 32232 20261 11971 0 9179 12876 18348 18618 472888 498418 207948 207948 708363 737860 0 0 X 0 0 0 0 708363 737860 708363 737860 708363 737860 14531 11269 3697 0 X 0 0 0 X 22876 11865 14208 11838 16234 77021 22876 11865 14208 11838 16234 77021 7071 69950 1560 1486 5183 5617 5309 19155 130 133 263 96439 0.72530 0.85780 X X X 0 0 INVESTMENTS - SIGNATURE LIBRARY 207948 207948 PART III, LINE 4: THE TRUST MAINTAINS A COLLECTION OF SIGNATURES OF AMERICAN FOUNDERS AND PATRIOTS FOR PUBLIC DISPLAY AND PRESERVATION PURPOSES. FORM 990, PART VI, SECTION A, LINE 2 MARK A CALDWELL, MARK A CALDWELL JR, AND KAY TYSON CALDWELL HAVE FAMILY RELATIONSHIPS WITH EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE 990 WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS ITS CONFLICTS OF INTEREST POLICY WITH THE BOARD MEMBERS ON AN ANNUAL BASIS. EACH BOARD MEMBER SIGNS IT CERTIFYING THAT THERE ARE NO CONFLICTS OF INTEREST. IN THE EVENT OF A POTENTIAL CONFLICT, THAT MEMBER WOULD RECUSE THEMSELVES FROM ALL DISCUSSION AND/OR VOTE ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.