Nonprofit · EIN 02-6180017
PATRIOT FOUNDATION TRUST
Tax-exempt · CHATTANOOGA, TN 37401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $46,763 | $32,232 | $14,531 | $737,860 | $0 | $737,860 |
| December 31, 2024 | 990 | $59,243 | $46,416 | $12,827 | $708,363 | $0 | $708,363 |
| December 31, 2023 | 990 | $27,680 | $51,654 | -$23,974 | $665,257 | $0 | $665,257 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $16,234
- Program service revenue
- $0
- Investment income
- $30,175
- Royalties
- $221
- Net gain from sales of assets
- $25,087
- Other revenue
- $354
Expenses
- Grants and similar amounts paid
- $19,660
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,836
- Program services (functional)
- $20,261
- Management and general (functional)
- $11,971
Balance sheet and other
- Total assets, start of year
- $708,363
- Total assets, end of year
- $737,860
- Total liabilities, end of year
- $0
- Net assets, end of year
- $737,860
- Publicly traded securities
- $498,418
- Gross receipts
- $46,763
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2006
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK A CALDWELL | PRESIDENT Trustee or director, Officer | 10 | $0 |
| MARK A CALDWELL JR | SECRETARY Trustee or director, Officer | 3 | $0 |
| KAY TYSON CALDWELL | TREASURER Trustee or director, Officer | 3 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK A CALDWELL | PRESIDENT Trustee or director, Officer | 10 | $0 |
| MARK A CALDWELL JR | SECRETARY Trustee or director, Officer | 3 | $0 |
| KAY TYSON CALDWELL | TREASURER Trustee or director, Officer | 3 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK A CALDWELL | PRESIDENT Trustee or director, Officer | 10 | $0 |
| MARK A CALDWELL JR | SECRETARY Trustee or director, Officer | 3 | $0 |
| KAY TYSON CALDWELL | TREASURER Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 407, CHATTANOOGA, TN 37401-0407
- In care of
- % MARK A CALDWELL
- Mailing address (990-N for 2010)
- 820 SCENIC HIGHWAY, LOOKOUT MOUNTAIN TN 37350
- Principal officer (990 for 2025)
- MARK A CALDWELL, PO BOX 407, CHATTANOOGA, TN 37401
- Principal officer (990-N for 2010)
- MARK CALDWELL, 820 SCENIC HIGHWAY, LOOKOUT MOUNTAIN TN 37350
- Signed the 990
- MARK A CALDWELL, PRESIDENT
- Phone
- (423) 425-7008
- Return prepared by
- ELLIOTT DAVIS ADVISORY LLC
Mission
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.
Program accomplishments
- THE FOUNDATION MAKES GRANTS TO OTHER TAX EXEMPT ORGANIZATIONS TO PROMOTE THE ADVANCEMENT OF SUCH PRINCIPLES.Expenses $20,261 · grants $19,660
- 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.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 02-6180017
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $737,860
- Income (IRS master file)
- $46,763
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $46,763 | $32,232 | $737,860 | XML |
| 990 | December 2024 | $59,243 | $46,416 | $708,363 | IRS |
| 990 | December 2023 | $27,680 | $51,654 | $665,257 | XML |
| 990 | December 2022 | -$1,496 | $56,309 | $617,738 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990-N for 2010 Officer: MARK CALDWELL | December 31, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-6180017).
Questions about PATRIOT FOUNDATION TRUST
- What is the EIN of PATRIOT FOUNDATION TRUST?
- The employer identification number (EIN) of PATRIOT FOUNDATION TRUST is 02-6180017.
- Is PATRIOT FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to PATRIOT FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PATRIOT FOUNDATION TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PATRIOT FOUNDATION TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PATRIOT FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PATRIOT FOUNDATION TRUST?
- The 990 for the year ended December 31, 2025 names MARK A CALDWELL.
- Who are the officers and directors of PATRIOT FOUNDATION TRUST?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PATRIOT FOUNDATION TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $46,763, expenses of $32,232 and total assets of $737,860 at year end.
Other nonprofits in CHATTANOOGA
- MCCALLIE SCHOOL INC EIN 62-0475837 · last filed 990 for 2025
- THE BAYLOR SCHOOL EIN 62-0126365 · last filed 990 for 2025
- UNIVERSITY OF CHATTANOOGA FOUNDATION INC EIN 62-0476521 · last filed 990 for 2025
- GIRLS PREPARATORY SCHOOL INC EIN 62-0475682 · last filed 990 for 2025
- CHATTANOOGA CHRISTIAN SCHOOL INC EIN 62-0840156 · last filed 990 for 2025
- BOYD - BUCHANAN SCHOOL EIN 62-0518286 · last filed 990 for 2025
- CAMPUS DEVELOPMENT FOUNDATION INC EIN 62-1819831 · last filed 990 for 2025
- PREP PUBLIC SCHOOLS EIN 81-3512812 · last filed 990 for 2025