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Nonprofit · EIN 46-1499002

DAVID AND PATRICIA CALDWELL FOUNDATION

Tax-exempt · CREVE COEUR, MO 63141

Financials

$45K$64K2023$469K$284K2024$397K$351K2025
Revenue Expenses · by fiscal year end
Financials of DAVID AND PATRICIA CALDWELL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$397,053$351,213$45,840$1,237,191$0$1,237,191
December 31, 2024990-PF$468,645$284,246$184,399$1,191,351$0$1,191,351
December 31, 2023990-PF$44,854$64,165-$19,311$1,006,952$0$1,006,952
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$344,222
Dividends
$51,393
Interest
$938
Net gain from sales of assets
$500

Expenses

Grants and similar amounts paid
$340,000
Disbursements for charitable purposes
$340,000
Excise tax on investment income
$572

Balance sheet and other

Total assets, start of year
$1,191,351
Total assets, end of year
$1,237,191
Total liabilities, end of year
$0
Net assets, end of year
$1,237,191
Fair market value of assets
$1,278,211
Qualifying distributions
$340,000
Net investment income
$52,331

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.

NameTitleHours / weekCompensation
CHARLES WILLEY
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
PRESIDENT0$0
PATRICIA CALDWELL
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
VICE PRESIDE0$0
ANNE WILLEY
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
SECRETARY0$0
DAVID W CALDWELL
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
CHAIRMAN0$0
JAY RINEHART
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
TREASURER0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
CHARLES WILLEY
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
PRESIDENT0$0
PATRICIA CALDWELL
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
VICE PRESIDE0$0
ANNE WILLEY
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
SECRETARY0$0
DAVID W CALDWELL
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
CHAIRMAN0$0
JAY RINEHART
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
TREASURER0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
CHARLES WILLEY
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
PRESIDENT0$0
PATRICIA CALDWELL
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
VICE PRESIDE0$0
ANNE WILLEY
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
SECRETARY0$0
DAVID W CALDWELL
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
CHAIRMAN0$0
JAY RINEHART
257 BROOKTRAIL CT, CREVE COEUR, MO 63141
TREASURER0$0

Address and contacts

Address (IRS master file)
257 BROOKTRAIL CT, CREVE COEUR, MO 63141-8302
In care of
% DAVID W CALDWELL
Signed the 990-PF
DAVID W CALDWELL, CHAIRMAN
Phone
(314) 567-6026
Return prepared by
CONNER ASH 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-1499002
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
2013
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,237,191
Income (IRS master file)
$406,559

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$397,053$351,213$1,237,191XML
990-PFDecember 2024$468,645$284,246$1,191,351IRS
990-PFDecember 2023$44,854$64,165$1,006,952XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 46-1499002).

Questions about DAVID AND PATRICIA CALDWELL FOUNDATION

What is the EIN of DAVID AND PATRICIA CALDWELL FOUNDATION?
The employer identification number (EIN) of DAVID AND PATRICIA CALDWELL FOUNDATION is 46-1499002.
Is DAVID AND PATRICIA CALDWELL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to DAVID AND PATRICIA CALDWELL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID AND PATRICIA CALDWELL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID AND PATRICIA CALDWELL 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 DAVID AND PATRICIA CALDWELL 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 DAVID AND PATRICIA CALDWELL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does DAVID AND PATRICIA CALDWELL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $397,053, expenses of $351,213 and total assets of $1,237,191 at year end.

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