Nonprofit · EIN 16-1641295
MAX AND MARION CALDWELL FOUNDATION
Tax-exempt · CAPITOLA, CA 95010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $252,843 | $139,373 | $113,470 | $1,273,814 | $0 | $1,273,814 |
| October 31, 2024 | 990 | $166,566 | $108,798 | $57,768 | $1,160,344 | $0 | $1,160,344 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $127,583
- Program service revenue
- $0
- Investment income
- $125,260
- Net gain from sales of assets
- $79,514
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $131,566
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $131,566
- Management and general (functional)
- $7,807
Balance sheet and other
- Total assets, start of year
- $1,160,344
- Total assets, end of year
- $1,273,814
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,273,814
- Publicly traded securities
- $486,873
- Net assets without donor restrictions
- $780,371
- Net assets with donor restrictions
- $493,443
- Gross receipts
- $806,182
- Employees
- 0
- Volunteers
- 11
- Year formed
- 2002
- State of legal domicile
- CA
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANNAH S WILSON | Trustee Trustee or director | 2 | $0 |
| DOUGLAS F KIRKWOOD | Treasurer Trustee or director, Officer | 2 | $0 |
| STEFANIE BELLUCCI | Secretary Trustee or director, Officer | 2 | $0 |
| SCOTT KIRKWOOD | Trustee Trustee or director | 2 | $0 |
| BRITT HASELTON | Trustee Trustee or director | 2 | $0 |
| JOANNE LICHTENSTEIN | Trustee Trustee or director | 2 | $0 |
| CLARE SCHNEIDER | President Trustee or director, Officer | 2 | $0 |
990 for the year ended October 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANNAH S WILSON | Trustee Trustee or director | 2 | $0 |
| DOUGLAS F KIRKWOOD | Treasurer Trustee or director, Officer | 2 | $0 |
| STEFANIE BELLUCCI | Secretary Trustee or director, Officer | 2 | $0 |
| SCOTT KIRKWOOD | Trustee Trustee or director | 2 | $0 |
| BRITT HASELTON | Trustee Trustee or director | 2 | $0 |
| JOANNE LICHTENSTEIN | Trustee Trustee or director | 2 | $0 |
| CLARE SCHNEIDER | President Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1653, CAPITOLA, CA 95010-1653
- In care of
- % PAM CALDWELL NOOTBAAR
- Principal officer (990 for 2024)
- CLARE SCHNEIDER, PO BOX 1653, CAPITOLA, CA 95010
- Signed the 990
- CLARE SCHNEIDER, President
- Phone
- (831) 479-6714
- Website
- www.caldwellfoundation.org
- Return prepared by
- Douglas F Kirkwood CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 16-1641295 or by the name MAX AND MARION CALDWELL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PROVIDE FUNDS TO CHILDREN AGES 5-12 TO ALLOW THEM TO ATTEND AN ACA ACCREDITED SUMMER CAMP IN NORTHERN CALIFORNIA. IN ADDITION, TO PROVIDE $1500 IN SCHOLARSHIP FUNDS TO COUNSELORS WHO HAVE WORKED AT SUCH A CAMP FOR TWO YEARS AND EARNED A RECOMMENDATION FROM ITS DIRECTOR.
Program accomplishments
- TO PROVIDE FUNDS FOR TUITION AT N.CALIFORNIA CAMPS TO ALLOW GRANTEE TO ATTEND SUMMER CAMP AT PARTICIPATING, ACCREDITED CAMPS. TO BE ELIGIBLE, THE CHILD/CAMPER MUST BE AGED 5-12 YEARS, MEET CERTAIN SCHOLASTIC, ECONOMIC, AND BEHAVIORAL REQUIREMENTS, AND COMPLETE THE APPLICATION TO GO THROUGH THE NORMAL SELECTION PROCESS.Expenses $124,566 · grants $124,566
- TO PROVIDE FINANCIAL ASSISTANCE($1500) FOR TUITION AT COLLEGE TO COUNSELORS WHO HAVE WORKED AT CAMP FOR 2 YEARS AND WHO HAVE BEEN RECOMMENDED BY THEIR CAMP'S DIRECTOR.Expenses $7,000 · grants $7,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990 on file |
IRS record
- EIN
- 16-1641295
- 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
- 2003
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N60)
- Assets (IRS master file)
- $1,273,814
- Income (IRS master file)
- $806,182
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $252,843 | $139,373 | $1,273,814 | XML |
| 990 | October 2024 | $166,566 | $108,798 | $1,160,344 | XML |
| 990 | October 2023 | $159,138 | $82,824 | $1,102,576 | IRS |
| 990 | October 2022 | $148,816 | $99,219 | $1,026,262 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | 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 16-1641295).
Questions about MAX AND MARION CALDWELL FOUNDATION
- What is the EIN of MAX AND MARION CALDWELL FOUNDATION?
- The employer identification number (EIN) of MAX AND MARION CALDWELL FOUNDATION is 16-1641295.
- Is MAX AND MARION CALDWELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to MAX AND MARION CALDWELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MAX AND MARION CALDWELL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MAX AND MARION CALDWELL FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MAX AND MARION CALDWELL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of MAX AND MARION CALDWELL FOUNDATION?
- The 990 for the year ended October 31, 2025 names CLARE SCHNEIDER.
- Who are the officers and directors of MAX AND MARION CALDWELL FOUNDATION?
- The 990 for the year ended October 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does MAX AND MARION CALDWELL FOUNDATION have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $252,843, expenses of $139,373 and total assets of $1,273,814 at year end.
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