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Nonprofit · EIN 05-0467833

NICHOLAS J CALDARONE FOUNDATION

Tax-exempt · JOHNSTON, RI 02919

Financials

$5K$32K2023$5K$32K2024$11K$31K2025
Revenue Expenses · by fiscal year end
Financials of NICHOLAS J CALDARONE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$11,249$31,041-$19,792$266,405$0$266,405
May 31, 2025990-PF$4,887$31,639-$26,752$286,770$0$286,770
May 31, 2024990-PF$5,294$31,821-$26,527$313,522$0$313,522
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$9,182
Net gain from sales of assets
$2,067

Expenses

Grants and similar amounts paid
$15,000
Compensation of officers, directors and key employees
$14,584
Disbursements for charitable purposes
$22,992
Excise tax on investment income
$46

Balance sheet and other

Total assets, start of year
$286,770
Total assets, end of year
$266,405
Total liabilities, end of year
$0
Net assets, end of year
$266,405
Fair market value of assets
$269,768
Qualifying distributions
$22,992
Net investment income
$11,249

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-PF for the year ended May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
IRVING J WALDMAN ESQ
6935 AMEN CORNER COURT, NAPLES, FL 34113
CO-TRUSTEE5$5,231
JAMES J MCGAIR ESQ
10 WEYBOSSET ST STE L-102, PROVIDENCE, RI 02903
CO-TRUSTEE5$5,231
CITIZENS BANK N A
1 CITIZENS PLAZA, PROVIDENCE, RI 02903
CO-TRUSTEE5$4,122
990-PF for the year ended May 31, 2025: 3 people
NameTitleHours / weekCompensation
IRVING J WALDMAN ESQ
120 WAYLAND AVENUE STE 5, PROVIDENCE, RI 02906
CO-TRUSTEE5$5,313
JAMES J MCGAIR ESQ
10 WEYBOSSET ST STE L-102, PROVIDENCE, RI 02903
CO-TRUSTEE5$5,313
CITIZENS BANK N A
1 CITIZENS PLAZA, PROVIDENCE, RI 02903
CO-TRUSTEE5$4,590
990-PF for the year ended May 31, 2024: 3 people
NameTitleHours / weekCompensation
IRVING J WALDMAN ESQ
120 WAYLAND AVENUE STE 5, PROVIDENCE, RI 02906
CO-TRUSTEE5$5,374
JAMES J MCGAIR ESQ
10 WEYBOSSET ST STE L-102, PROVIDENCE, RI 02903
CO-TRUSTEE5$5,374
CITIZENS BANK N A
1 CITIZENS PLAZA, PROVIDENCE, RI 02903
CO-TRUSTEE5$4,621

Address and contacts

Address (IRS master file)
ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919-1922
In care of
% CITIZENS BANK
Signed the 990-PF
DONALD LUSTIG, TAX OFFICER
Phone
(401) 456-1156
Return prepared by
KPMG LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
05-0467833
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1993
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$266,405
Income (IRS master file)
$427,899

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$11,249$31,041$266,405XML
990-PFMay 2025$4,887$31,639$286,770XML
990-PFMay 2024$5,294$31,821$313,522XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS

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 05-0467833).

Questions about NICHOLAS J CALDARONE FOUNDATION

What is the EIN of NICHOLAS J CALDARONE FOUNDATION?
The employer identification number (EIN) of NICHOLAS J CALDARONE FOUNDATION is 05-0467833.
Is NICHOLAS J CALDARONE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to NICHOLAS J CALDARONE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NICHOLAS J CALDARONE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of NICHOLAS J CALDARONE FOUNDATION due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NICHOLAS J CALDARONE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of NICHOLAS J CALDARONE FOUNDATION?
The 990-PF for the year ended May 31, 2026 lists 3 people; 3 received compensation from the organization, the highest $5,231 (IRVING J WALDMAN ESQ, CO-TRUSTEE).
How much revenue does NICHOLAS J CALDARONE FOUNDATION have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $11,249, expenses of $31,041 and total assets of $266,405 at year end.

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