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Nonprofit · EIN 20-1245843

HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC

Tax-exempt · CHATTANOOGA, TN 37402

Financials

$296K$374K2023−$39K$184K2024
Revenue Expenses · by fiscal year end
Financials of HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF-$39,077$183,516-$222,593$173,752$0$173,752
June 30, 2024990-PF$296,451$374,446-$77,995$429,032$0$429,032
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$122,500
Dividends
$484
Interest
$1,145
Net gain from sales of assets
-$166,136
Other income
$2,930

Expenses

Grants and similar amounts paid
$168,504
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$178,952

Balance sheet and other

Total assets, start of year
$429,032
Total assets, end of year
$173,752
Total liabilities, end of year
$0
Net assets, end of year
$173,752
Fair market value of assets
$173,752
Qualifying distributions
$178,952
Net investment income
$1,629

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
L HARDWICK CALDWELL III
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
PRESIDENT/BOARD MEMBER1$0
KATHERINE S CALDWELL
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
SECRETARY/BOARD MEMBER1$0
KATHERINE C NEVIN
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
BOARD MEMBER1$0
CHARLOTTE H CALDWELL
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
BOARD MEMBER1$0
ELIZABETH C CAKE
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
BOARD MEMBER1$0
JOSEPH HARDWICK CALDWELL
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
BOARD MEMBER1$0
990-PF for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
L HARDWICK CALDWELL III
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
PRESIDENT/BOARD MEMBER1$0
KATHERINE S CALDWELL
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
SECRETARY/BOARD MEMBER1$0
KATHERINE C NEVIN
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
BOARD MEMBER1$0
CHARLOTTE H CALDWELL
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
BOARD MEMBER1$0
ELIZABETH C CAKE
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
BOARD MEMBER1$0
JOSEPH HARDWICK CALDWELL
SUITE 1400 SUNTRUST BANK 736 MARKET, STREET, CHATTANOOGA, TN 37402
BOARD MEMBER1$0

Address and contacts

Address (IRS master file)
736 MARKET ST STE 1400, CHATTANOOGA, TN 37402-4815
In care of
% L HARDWICK CALDWELL III
Signed the 990-PF
L HARDWICK CALDWELL III, PRESIDENT
Phone
(423) 267-1430
Return prepared by
ELLIOTT DAVIS ADVISORY 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
20-1245843
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
2004
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$173,752
Income (IRS master file)
$164,264

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025-$39,077$183,516$173,752IRS
990-TJune 2025–––IRS
990-PFJune 2024$296,451$374,446$429,032XML
990-TJune 2024–––IRS
990-PFJune 2023–––IRS
990-TJune 2023–––IRS
990-PFJune 2022–––IRS
990-TJune 2022–––IRS
990-PFJune 2021–––IRS
990-TJune 2021–––IRS
990-PFJune 2019–––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 20-1245843).

Questions about HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC

What is the EIN of HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC?
The employer identification number (EIN) of HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC is 20-1245843.
Is HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does HACKER AND KITTY CALDWELL FAMILY FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of -$39,077, expenses of $183,516 and total assets of $173,752 at year end.

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