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Nonprofit · EIN 30-1205219

CALDWELL FAMILY FOUNDATION

Tax-exempt · CYPRESS, TX 77433

Financials

$2.3M$885K2023$694K$926K2024$750K$312K2025
Revenue Expenses · by fiscal year end
Financials of CALDWELL FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$750,085$311,618$438,467$4,865,737$0$4,865,737
December 31, 2024990-PF$694,232$925,756-$231,524$4,432,270$0$4,432,270
December 31, 2023990-PF$2,259,401$885,330$1,374,071$4,668,794$0$4,668,794
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$579,664
Dividends
$170,375
Other income
$46

Expenses

Grants and similar amounts paid
$306,900
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$309,383
Excise tax on investment income
$2,334

Balance sheet and other

Total assets, start of year
$4,432,270
Total assets, end of year
$4,865,737
Total liabilities, end of year
$0
Net assets, end of year
$4,865,737
Fair market value of assets
$5,088,992
Qualifying distributions
$309,383
Net investment income
$170,421

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SUSAN CALDWELL
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
PRESIDENT & DIRECTOR0.5$0
AMANDA GRACE MORRIS
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
SECRETARY & DIRECTOR0.5$0
LINDSEY CALDWELL MCCONATHY
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
TREASURER & DIRECTOR0.5$0
FRED CALDWELL
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
DIRECTOR0.5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
SUSAN CALDWELL
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
PRESIDENT & DIRECTOR0.5$0
AMANDA GRACE MORRIS
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
SECRETARY & DIRECTOR0.5$0
LINDSEY CALDWELL MCCONATHY
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
TREASURER & DIRECTOR0.5$0
FRED CALDWELL
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
DIRECTOR0.5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SUSAN CALDWELL
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
PRESIDENT & DIRECTOR0.5$0
AMANDA GRACE MORRIS
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
SECRETARY & DIRECTOR0.5$0
LINDSEY CALDWELL MCCONATHY
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
TREASURER & DIRECTOR0.5$0
FRED CALDWELL
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 774335307
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
9955 BARKER CYPRESS RD STE 250, CYPRESS, TX 77433-5307
In care of
% SUSAN CALDWELL
Signed the 990-PF
SUSAN CALDWELL, PRESIDENT/DIRECTOR
Phone
(713) 690-0000
Return prepared by
ANDERSEN TAX LLC

What it must file and when

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

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

IRS record

EIN
30-1205219
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,865,737
Income (IRS master file)
$750,085

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$750,085$311,618$4,865,737XML
990-PFDecember 2024$694,232$925,756$4,432,270XML
990-PFDecember 2023$2,259,401$885,330$4,668,794XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 30-1205219).

Questions about CALDWELL FAMILY FOUNDATION

What is the EIN of CALDWELL FAMILY FOUNDATION?
The employer identification number (EIN) of CALDWELL FAMILY FOUNDATION is 30-1205219.
Is CALDWELL FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to CALDWELL FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CALDWELL FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CALDWELL FAMILY FOUNDATION 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 CALDWELL FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CALDWELL FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does CALDWELL FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $750,085, expenses of $311,618 and total assets of $4,865,737 at year end.

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