Nonprofit · EIN 45-3724410
CALDWELL FAMILY FOUNDATION
Tax-exempt · SARASOTA, FL 34277
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $21,500 | $38,091 | -$16,591 | $213,473 | $0 | $213,473 |
| December 31, 2023 | 990-PF | -$31,940 | $44,414 | -$76,354 | $230,064 | $0 | $230,064 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $16,993
- Interest
- $4
- Net gain from sales of assets
- $4,503
Expenses
- Grants and similar amounts paid
- $31,108
- Disbursements for charitable purposes
- $31,108
- Excise tax on investment income
- $139
Balance sheet and other
- Total assets, start of year
- $230,064
- Total assets, end of year
- $213,473
- Total liabilities, end of year
- $0
- Net assets, end of year
- $213,473
- Fair market value of assets
- $518,082
- Qualifying distributions
- $31,108
- Net investment income
- $16,997
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT CALDWELL PO BOX 25488, SARASOTA, FL 34277 | PRESIDENT | 0 | $0 |
| LISA BOGGS CALDWELL PO BOX 25488, SARASOTA, FL 34277 | TREASURER/SE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT CALDWELL PO BOX 25488, SARASOTA, FL 34277 | PRESIDENT | 0 | $0 |
| LISA BOGGS CALDWELL PO BOX 25488, SARASOTA, FL 34277 | TREASURER/SE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 25488, SARASOTA, FL 34277-2488
- Signed the 990-PF
- ROBERT CALDWELL, PRESIDENT
- Phone
- (801) 495-1995
- Return prepared by
- THE CPA GROUP 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-3724410
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $213,473
- Income (IRS master file)
- $428,566
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $21,500 | $38,091 | $213,473 | XML |
| 990-PF | December 2023 | -$31,940 | $44,414 | $230,064 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 45-3724410).
Questions about CALDWELL FAMILY FOUNDATION
- What is the EIN of CALDWELL FAMILY FOUNDATION?
- The employer identification number (EIN) of CALDWELL FAMILY FOUNDATION is 45-3724410.
- Is CALDWELL FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- 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 2025 (the year ending December 31, 2025) is due May 15, 2026. 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 2024.
- Who are the officers and directors of CALDWELL FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 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, 2024 it reported revenue of $21,500, expenses of $38,091 and total assets of $213,473 at year end.
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- THE JEWISH FEDERATION OF SARASOTA-MANATEE INC EIN 59-1227747 · last filed 990 for 2024
- LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR EIN 14-6285967 · last filed 990-PF for 2024
- BRIAN AND SHEILA JELLISON FAMILY FOUNDATION EIN 83-2115946 · last filed 990-PF for 2025
All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations