Nonprofit · EIN 62-0696466
CALDSTED FOUNDATION
Tax-exempt · CHATTANOOGA, TN 37411
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $1,032,085 | $1,428,029 | -$395,944 | $12,664,703 | $73,640 | $12,591,063 |
| October 31, 2024 | 990-PF | $963,688 | $1,377,009 | -$413,321 | $12,616,718 | $85,283 | $12,531,435 |
| October 31, 2023 | 990-PF | $1,389,929 | $1,308,106 | $81,823 | $11,971,835 | $87,157 | $11,884,678 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $20,165
- Dividends
- $43,319
- Interest
- $657
- Net gain from sales of assets
- $170,139
- Other income
- $797,805
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $119,163
- Salaries, compensation and benefits (total)
- $583,217
- Disbursements for charitable purposes
- $1,238,292
- Excise tax on investment income
- $7,358
Balance sheet and other
- Total assets, start of year
- $12,616,718
- Total assets, end of year
- $12,664,703
- Total liabilities, end of year
- $73,640
- Net assets, end of year
- $12,591,063
- Fair market value of assets
- $12,664,703
- Qualifying distributions
- $1,325,666
- Net investment income
- $615,964
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNA KING 3701 CHERRYTON DR, CHATTANOOGA, TN 37411 | EXECUTIVE DIRECTOR | 40 | $119,163 |
| ANDREW MCGILL 2525 DE SALES AVE, CHATTANOOGA, TN 37404 | PRESIDENT END APRIL 2025 | 1 | $0 |
| LARRY S PARKS 1207 E 23RD ST, CHATTANOOGA, TN 37408 | PRESIDENT START MAY 2025 | 1 | $0 |
| HICKS ARMOR 1244 LONGHOLM COURT, CHATTANOOGA, TN 37405 | SECRETARY | 1 | $0 |
| W KEITH SANFORD 105 HARDY ROAD, LOOKOUT MOUNTAIN, GA 30750 | TREASURER | 1 | $0 |
| PAMELA B BRACHER 80 M STREET SE SUITE 800, WASHINGTON, DC 20003 | VICE PRESIDENT | 1 | $0 |
| DAN GRAY 1501 GREER LANE, SIGNAL MOUNTAIN, TN 37377 | TRUSTEE | 1 | $0 |
| JULIE BRANDAO 736 MARKET ST SUITE 1000, CHATTANOOGA, TN 37402 | TRUSTEE | 1 | $0 |
| JIM PESNELL 1218 SUNSET DR, SIGNAL MOUNTAIN, TN 37377 | TRUSTEE | 1 | $0 |
| CASSIE RIEDER PO BOX 1749, CHATTANOOGA, TN 37401 | TRUSTEE | 1 | $0 |
| ROB TAYLOR 1600 SHADY CIRCLE, CHATTANOOGA, TN 37405 | TRUSTEE | 1 | $0 |
| REV ANN G WEEKS 305 N FORREST AVE, LOOKOUT MOUNTAIN, TN 37350 | TRUSTEE | 1 | $0 |
| E PETERSON HOSTETLER ONE UNION SQUARE STE 100, CHATTANOOGA, TN 37402 | TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNA KING 3701 CHERRYTON DR, CHATTANOOGA, TN 37411 | EXECUTIVE DIRECTOR | 40 | $125,406 |
| ANDREW MCGILL 2525 DE SALES AVE, CHATTANOOGA, TN 37404 | PRESIDENT | 1 | $0 |
| LARRY S PARKS 1207 E 23RD ST, CHATTANOOGA, TN 37408 | VICE PRESIDENT | 1 | $0 |
| HICKS ARMOR 1244 LONGHOLM COURT, CHATTANOOGA, TN 37405 | SECRETARY | 1 | $0 |
| W KEITH SANFORD 201 BROAD ST SUITE 200, CHATTANOOGA, TN 37402 | TREASURER | 1 | $0 |
| PAMELA B BRACHER 80 M STREET SE SUITE 800, WASHINGTON, DC 20003 | TRUSTEE | 1 | $0 |
| DAN GRAY 1501 GREER LANE, SIGNAL MOUNTAIN, TN 37377 | TRUSTEE | 1 | $0 |
| JULIE BRANDAO 736 MARKET ST SUITE 1100, CHATTANOOGA, TN 37402 | TRUSTEE | 1 | $0 |
| JIM PESNELL 1218 SUNSET DR, SIGNAL MOUNTAIN, TN 37377 | TRUSTEE | 1 | $0 |
| CASSSIE RIEDER PO BOX 1749, CHATTANOOGA, TN 37401 | TRUSTEE | 1 | $0 |
| ROB TAYLOR 1600 SHADY CIRCLE, CHATTANOOGA, TN 37405 | TRUSTEE | 1 | $0 |
| REV ANN G WEEKS 305 N FORREST AVE, LOOKOUT MOUNTAIN, TN 37350 | TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNA KING 3701 CHERRYTON DRIVE, CHATTANOOGA, TN 37411 | EXECUTIVE DIRECTOR | 40 | $120,734 |
| ROB TAYLOR 1600 SHADY CIRCLE, CHATTANOOGA, TN 37405 | PRESIDENT | 1 | $0 |
| ANDREW MCGILL 2525 DE SALES AVENUE, CHATTANOOGA, TN 37404 | VICE PRESIDENT | 1 | $0 |
| HICKS ARMOR 633 CHESTNUT ST SUITE 820, CHATTANOOGA, TN 37450 | SECRETARY | 1 | $0 |
| JAMES H PESNELL 1218 SUNSET DRIVE, SIGNAL MOUNTAIN, TN 37377 | TREASURER | 1 | $0 |
| PAMELA B BRACHER 80 M STREET SE SUITE 800, WASHINGTON, DC 20003 | TRUSTEE | 1 | $0 |
| DAN GRAY 1501 GREER LANE, SIGNAL MOUNTAIN, TN 37377 | TRUSTEE | 1 | $0 |
| JULIE BRANDAO 736 MARKET ST SUITE 1100, CHATTANOOGA, TN 37402 | TRUSTEE | 1 | $0 |
| FRED MOORE PO BOX 1749, CHATTANOOGA, TN 37401 | TRUSTEE | 1 | $0 |
| LARRY S PARKS 1207 E 23RD STREET, CHATTANOOGA, TN 37408 | TRUSTEE | 1 | $0 |
| LORIE STREET RUNGE 1406 WINDING WAY, CHATTANOOGA, TN 37405 | TRUSTEE | 1 | $0 |
| W KEITH SANFORD 201 BROAD ST SUITE 200, CHATTANOOGA, TN 37402 | TRUSTEE | 1 | $0 |
| REV ANN G WEEKS 305 N FORREST AVENUE, LOOKOUT MOUNTAIN, TN 37350 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3701 CHERRYTON DR, CHATTANOOGA, TN 37411-3635
- Signed the 990-PF
- JOANNA KING, EXECUTIVE DIRECTOR
- Phone
- (423) 624-9906
- Website
- CALDSTED.ORG
- Return prepared by
- JOHNSON MURPHEY & WRIGHT PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-0696466
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1961
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $12,664,703
- Income (IRS master file)
- $1,032,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $1,032,085 | $1,428,029 | $12,664,703 | XML |
| 990-T | October 2025 | – | – | – | IRS |
| 990-PF | October 2024 | $963,688 | $1,377,009 | $12,616,718 | XML |
| 990-T | October 2024 | – | – | – | IRS |
| 990-PF | October 2023 | $1,389,929 | $1,308,106 | $11,971,835 | XML |
| 990-T | October 2023 | – | – | – | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-T | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-T | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | 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 62-0696466).
Questions about CALDSTED FOUNDATION
- What is the EIN of CALDSTED FOUNDATION?
- The employer identification number (EIN) of CALDSTED FOUNDATION is 62-0696466.
- Is CALDSTED FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to CALDSTED FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does CALDSTED FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CALDSTED 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 CALDSTED FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of CALDSTED FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 13 people; 1 received compensation from the organization, the highest $119,163 (JOANNA KING, EXECUTIVE DIRECTOR).
- How much revenue does CALDSTED FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $1,032,085, expenses of $1,428,029 and total assets of $12,664,703 at year end.
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