Nonprofit · EIN 82-1730759
JOHN AND JOYCE CADDELL FOUNDATION
Tax-exempt · MONTGOMERY, AL 36117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $717,750 | $1,119,575 | -$401,825 | $15,088,848 | $0 | $15,088,848 |
| December 31, 2024 | 990-PF | $1,821,456 | $769,396 | $1,052,060 | $15,493,257 | $0 | $15,493,257 |
| December 31, 2023 | 990-PF | $6,201,250 | $618,663 | $5,582,587 | $14,071,527 | $0 | $14,071,527 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $570,390
- Net gain from sales of assets
- $147,360
Expenses
- Grants and similar amounts paid
- $930,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $930,000
- Excise tax on investment income
- $7,445
Balance sheet and other
- Total assets, start of year
- $15,493,257
- Total assets, end of year
- $15,088,848
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,088,848
- Fair market value of assets
- $22,208,064
- Qualifying distributions
- $930,000
- Net investment income
- $717,750
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY L CADDELL 6110 HALCYON DRIVE, MONTGOMERY, AL 36117 | PRESIDENT/DIRECTOR | 0 | $0 |
| CAROLINE CHRISTINE CADDELL WEEKS 493 LEE ROAD 23, AUBURN, AL 36830 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY L CADDELL 6110 HALCYON DRIVE, MONTGOMERY, AL 36117 | PRESIDENT/DIRECTOR | 0 | $0 |
| CAROLINE CHRISTINE CADDELL WEEKS 493 LEE ROAD 23, AUBURN, AL 36830 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY L CADDELL 6110 HALCYON DRIVE, MONTGOMERY, AL 36117 | PRESIDENT/DIRECTOR | 0 | $0 |
| CAROLINE CHRISTINE CADDELL WEEKS 493 LEE ROAD 23, AUBURN, AL 36830 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6110 HALCYON DR, MONTGOMERY, AL 36117-3418
- In care of
- % JOHN A CADDELL
- Signed the 990-PF
- CATHY CADDELL, DIRECTOR
- Phone
- (334) 546-1271
- Return prepared by
- CRI ADVISORS 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 | 990-PF 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
- 82-1730759
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $15,088,848
- Income (IRS master file)
- $3,011,776
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $717,750 | $1,119,575 | $15,088,848 | XML |
| 990-PF | December 2024 | $1,821,456 | $769,396 | $15,493,257 | IRS |
| 990-PF | December 2023 | $6,201,250 | $618,663 | $14,071,527 | 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 82-1730759).
Questions about JOHN AND JOYCE CADDELL FOUNDATION
- What is the EIN of JOHN AND JOYCE CADDELL FOUNDATION?
- The employer identification number (EIN) of JOHN AND JOYCE CADDELL FOUNDATION is 82-1730759.
- Is JOHN AND JOYCE CADDELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to JOHN AND JOYCE CADDELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND JOYCE CADDELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND JOYCE CADDELL 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 JOHN AND JOYCE CADDELL 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 JOHN AND JOYCE CADDELL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOHN AND JOYCE CADDELL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $717,750, expenses of $1,119,575 and total assets of $15,088,848 at year end.
Other nonprofits in MONTGOMERY
- CENTRAL ALABAMA COMMUNITY FOUNDATION INC EIN 63-0842355 · last filed 990 for 2024
- JAKE F ARONOV CHARITABLE FOUNDATION EIN 63-1215344 · last filed 990-PF for 2025
- UNITED WAYS OF ALABAMA EIN 75-3165175 · last filed 990 for 2024
- THE J K LOWDER FAMILY FOUNDATION EIN 63-1139499 · last filed 990-PF for 2025
- RIVER REGION UNITED WAY EIN 63-0330778 · last filed 990 for 2025
- WAYNE RUSSELL CHARITABLE FOUNDATION EIN 63-1137357 · last filed 990-PF for 2025
- ALFA FOUNDATION EIN 72-1373145 · last filed 990-PF for 2025
- WILLIAM BALDWIN YUNG CHARITABLE TR 1001022667 EIN 61-6662338 · last filed 990-PF for 2025
All nonprofits in MONTGOMERY · Alabama · Philanthropy, voluntarism and grantmaking foundations