The Caldwell Foundation
- Assets
- $113.6m
- Revenue
- $12.2m
- Investments
- $87.5m
- Employees
- 0
- Location
- Tyler, TX
- Founding
- 09/1954
- Data as of
- 12/2021
- EIN
- 75-6004080
Organization Overview
The Caldwell Foundation is located in Tyler, TX. The organization was established in 1954. According to its NTEE Classification (T23) the organization is classified as: Private Operating Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Caldwell Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Caldwell Foundation generated $12.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.7% each year. All expenses for the organization totaled $7.5m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
THE CALDWELL FOUNDATION WAS FORMED TO SUPPORT CHARITABLE AND EDUCATIONAL PROGRAMS THROUGH MAINTAINING AND OPERATING THE CALDWELL ZOO AND OTHER EDUCATIONAL EXHIBITS. APPROXIMATELY 280,253 PEOPLE VISITED THE ZOO IN 2021.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Hs Mcarthur Exec. Chairman | 40 | $225,000 | |
Eh Caldwell President & CEO | 40 | $202,000 | |
Ls Maddox Chief Oper Officer | 40 | $137,288 | |
O R Vinson Controller | 32 | $104,331 | |
M Boyd Controller | 40 | $88,127 | |
MD Tucker Dir Visitor Svc | 40 | $82,521 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Merrill Lynch Pierce Fenner & Smith Inc | 12/30/21 | $418,551 |
Swen | 12/30/21 | $315,040 |
Buchanan Veterinary Consulting | 12/30/21 | $163,668 |
Ronald W Wuensch | 12/30/21 | $106,200 |
Bkp Architects Pc | 12/30/21 | $344,628 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,029,274 |
| Interest on Savings | $1,851 |
| Dividends & Interest | $1,781,479 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,991,739 |
| Capital Gain Net Income | $3,991,739 |
| Net ST Capital Gain | $227,877 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $1,052,000 |
| Other Income | $4,322,483 |
| Total Revenue | $12,178,826 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $497,000 |
| Other employee salaries and wages | $1,372,508 |
| Pension plans, employee benefits | $1,232,512 |
| Interest | $0 |
| Taxes | $83,113 |
| Depreciation | $848,102 |
| Occupancy | $635,260 |
| Travel, conferences, and meetings | $13,519 |
| Printing and publications | $3,108 |
| Other expenses | $2,135,519 |
| Total operating and administrative expenses | $7,500,787 |
| Contributions, gifts, grants paid | $5,100 |
| Total expenses and disbursements | $7,505,887 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,202 |
| Savings and temporary cash investments | $12,615,390 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $159,647 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $10,786,459 |
| Other assets | $2,533,780 |
| Total assets | $113,613,733 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $29,235 |
| Total liabilities | $29,235 |
Grants Awarded
Over the last fiscal year, The Caldwell Foundation has awarded $5,100 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
Azle, TX PURPOSE: CONSERVATION | $2,500 |
INTERNATIONAL RHINO FOUNDATION PURPOSE: CONSERVATION | $1,000 |
CHEETAH CONSERVATION PURPOSE: CONSERVATION | $1,000 |
Tucson, AZ PURPOSE: CONSERVATION | $500 |
CHEYENNE MOUNTAIN ZOOLOGICAL SOCIET PURPOSE: GENERAL SUPPORT | $100 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Nelda C And H J Lutcher Stark Foundation Orange, TX | $0 | $13,068,953 |
The Lanier Theological Library Foundation Houston, TX | $165,460,506 | $161,744,141 |
Kemper And Leila Williams Foundation New Orleans, LA | $0 | $33,926,761 |
Tom T East Sr & Alice K East & Alice H East & Robert C East Wildl San Antonio, TX | $502,937,323 | $12,880,402 |
The Caldwell Foundation Tyler, TX | $113,613,733 | $12,178,826 |
Jones Trust Springdale, AR | $87,208,961 | $7,926,357 |
Whole Kids Foundation Austin, TX | $20,924,486 | $5,788,036 |
Carl And Marilynn Thoma Art Foundation Santa Fe, NM | $0 | $36,422,281 |
Hope Center Foundation Plano, TX | $50,591,609 | $3,157,864 |
Brian D Patterson Usa - International Foundation Burkburnett, TX | $91,124 | $1,600,664 |
Shearn Moody Plaza Corporation Galveston, TX | $0 | $2,031,035 |
Dhr Health Institute For Research & Development Edinburg, TX | $765,777 | $2,008,327 |