The Caldwell Foundation
- Assets
- $119.1m
- Revenue
- $12.0m
- Investments
- $85.4m
- Employees
- 0
- Location
- Tyler, TX
- Founding
- 09/1954
- Data as of
- 12/2023
- 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 12/2023, Caldwell Foundation generated $12.0m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.3% each year. All expenses for the organization totaled $11.9m during the year ending 12/2023. While expenses have increased by 5.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. 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
2023
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 270,767 PEOPLE VISITED THE ZOO IN 2023.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ps Mcarthur Sec/board Mbr | 3 | $27,000 | |
Eh Caldwell Fdtn Pres & CEO | 40 | $236,328 | |
Hs Mcarthur Exec. Chairman | 40 | $241,896 | |
Kl Vehrs Board Member | 3 | $27,000 | |
Pm Lake Board Member | 3 | $27,000 | |
Co Bufe Board Member | 3 | $27,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Buchanan Veterinary Consulting | 12/30/23 | $202,669 |
Merrill Lynch Pierce Fenner & Smith Inc | 12/30/23 | $367,448 |
Ronald W Wuensch | 12/30/23 | $104,440 |
Paladin Solutions Llc | 12/30/23 | $284,280 |
Swen | 12/30/23 | $343,102 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $41,156 |
| Interest on Savings | $41,116 |
| Dividends & Interest | $3,045,887 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,569,476 |
| Capital Gain Net Income | $3,569,476 |
| Net ST Capital Gain | $204,162 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $1,096,809 |
| Other Income | $4,237,238 |
| Total Revenue | $12,031,682 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $828,224 |
| Other employee salaries and wages | $4,227,808 |
| Pension plans, employee benefits | $1,409,063 |
| Interest | $0 |
| Taxes | $121,981 |
| Depreciation | $855,513 |
| Occupancy | $851,347 |
| Travel, conferences, and meetings | $54,286 |
| Printing and publications | $1,335 |
| Other expenses | $2,712,665 |
| Total operating and administrative expenses | $11,937,148 |
| Contributions, gifts, grants paid | $5,344 |
| Total expenses and disbursements | $11,942,492 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,075 |
| Savings and temporary cash investments | $13,260,596 |
| 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 | $249,601 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $9,735,747 |
| Other assets | $10,463,320 |
| Total assets | $119,075,058 |
| 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 | $7,920 |
| Total liabilities | $7,920 |
Grants Awarded
Over the last fiscal year, The Caldwell Foundation has awarded $5,344 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
INTERNATIONAL ELEPHANT FOUNDATION PURPOSE: CONSERVATION | $1,000 |
CHEETAH CONSERVATION PURPOSE: CONSERVATION | $1,000 |
GIRAFFE CONSERVATION FOUNDATION PURPOSE: CONSERVATION | $500 |
INTERNATIONAL RHINO FOUNDATION PURPOSE: CONSERVATION | $500 |
DALLAS ZOOLOGICAL SOCIETY PURPOSE: CONSERVATION | $1,000 |
NORTHERN JAGUAR PROJECT PURPOSE: CONSERVATION | $1,000 |