Nonprofit · EIN 75-6004080
THE CALDWELL FOUNDATION
Tax-exempt · TYLER, TX 75712
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $10,447,658 | $13,473,596 | -$3,025,938 | $116,067,849 | $26,650 | $116,041,199 |
| December 31, 2023 | 990-PF | $12,031,682 | $11,942,492 | $89,190 | $119,075,058 | $7,920 | $119,067,138 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $12,217
- Dividends
- $2,707,744
- Net gain from sales of assets
- $1,634,707
- Other income
- $4,931,150
Expenses
- Grants and similar amounts paid
- $19,200
- Compensation of officers, directors and key employees
- $950,179
- Salaries, compensation and benefits (total)
- $4,925,928
- Disbursements for charitable purposes
- $9,128,159
- Excise tax on investment income
- $45,244
Balance sheet and other
- Total assets, start of year
- $119,075,058
- Total assets, end of year
- $116,067,849
- Total liabilities, end of year
- $26,650
- Net assets, end of year
- $116,041,199
- Fair market value of assets
- $129,040,837
- Qualifying distributions
- $17,236,924
- Net investment income
- $4,897,082
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RS MARSHALL 2215 W MLK JR BLVD, TYLER, TX 75702 | FORMER PRES/CEO | 33 | $301,827 | $17,590 |
| HS MCARTHUR 2215 W MLK JR BLVD, TYLER, TX 75702 | EXEC. CHAIRMAN | 40 | $266,934 | $17,301 |
| EH CALDWELL 2215 W MLK JR BLVD, TYLER, TX 75702 | PRES/CEO | 40 | $246,418 | $21,340 |
| LS MADDOX PO BOX 4785, TYLER, TX 75712 | CHIEF OPER OFFICER Highest-paid employee | 40 | $160,144 | $21,831 |
| O R VINSON PO BOX 4785, TYLER, TX 75712 | FDTN CONTROLLER Highest-paid employee | 32 | $132,005 | $13,691 |
| M BOYD PO BOX 4785, TYLER, TX 75712 | ZOO CONTROLLER Highest-paid employee | 40 | $105,917 | $17,088 |
| RD BOGGS PO BOX 4785, TYLER, TX 75712 | FAC MAINT MGR Highest-paid employee | 40 | $83,115 | $15,279 |
| S STAINBACK PO BOX 4785, TYLER, TX 75712 | CURATOR OF MAMMALS Highest-paid employee | 40 | $76,892 | $15,144 |
| PS MCARTHUR 2215 W MLK JR BLVD, TYLER, TX 75702 | SEC/BOARD MBR | 3 | $27,000 | – |
| KL VEHRS 2215 W MLK JR BLVD, TYLER, TX 75702 | BOARD MEMBER | 3 | $27,000 | – |
| PM LAKE 2215 W MLK JR BLVD, TYLER, TX 75702 | BOARD MEMBER | 3 | $27,000 | – |
| CO BUFE 2215 W MLK JR BLVD, TYLER, TX 75702 | BOARD MEMBER | 3 | $27,000 | – |
| JM GASTON 2215 W MLK JR BLVD, TYLER, TX 75702 | BOARD MEMBER | 3 | $27,000 | – |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HS MCARTHUR 2215 W MLK JR BLVD, TYLER, TX 75702 | EXEC. CHAIRMAN | 40 | $241,896 | $15,699 |
| EH CALDWELL 2215 W MLK JR BLVD, TYLER, TX 75702 | FDTN PRES & CEO | 40 | $236,328 | $20,631 |
| RS MARSHALL 2215 W MLK JR BLVD, TYLER, TX 75702 | ZOO PRES & CEO | 40 | $215,000 | $18,307 |
| LS MADDOX PO BOX 4785, TYLER, TX 75712 | CHIEF OPER OFFICER Highest-paid employee | 40 | $128,702 | $19,203 |
| O R VINSON PO BOX 4785, TYLER, TX 75712 | FDTN CONTROLLER Highest-paid employee | 32 | $106,500 | $12,412 |
| M BOYD PO BOX 4785, TYLER, TX 75712 | ZOO CONTROLLER Highest-paid employee | 40 | $95,227 | $20,521 |
| MD TUCKER PO BOX 4785, TYLER, TX 75712 | DIR VISITOR SVC Highest-paid employee | 40 | $82,558 | $15,718 |
| RD BOGGS PO BOX 4785, TYLER, TX 75712 | FAC MAINT MGR Highest-paid employee | 40 | $78,531 | $13,857 |
| PS MCARTHUR 2215 W MLK JR BLVD, TYLER, TX 75702 | SEC/BOARD MBR | 3 | $27,000 | – |
| KL VEHRS 2215 W MLK JR BLVD, TYLER, TX 75702 | BOARD MEMBER | 3 | $27,000 | – |
| PM LAKE 2215 W MLK JR BLVD, TYLER, TX 75702 | BOARD MEMBER | 3 | $27,000 | – |
| CO BUFE 2215 W MLK JR BLVD, TYLER, TX 75702 | BOARD MEMBER | 3 | $27,000 | – |
| JM GASTON 2215 W MLK JR BLVD, TYLER, TX 75702 | BOARD MEMBER | 3 | $27,000 | – |
Address and contacts
- Address (IRS master file)
- PO BOX 4280, TYLER, TX 75712-4280
- Signed the 990-PF
- HS MCARTHUR, EXECUTIVE CHAIRMAN
- Phone
- (903) 592-8191
- Website
- www.caldwellzoo.org
- Return prepared by
- HENRY & PETERS 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 75-6004080
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $116,067,849
- Income (IRS master file)
- $23,140,622
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $10,447,658 | $13,473,596 | $116,067,849 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $12,031,682 | $11,942,492 | $119,075,058 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | 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 75-6004080).
Questions about THE CALDWELL FOUNDATION
- What is the EIN of THE CALDWELL FOUNDATION?
- The employer identification number (EIN) of THE CALDWELL FOUNDATION is 75-6004080.
- Is THE CALDWELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to THE CALDWELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does THE CALDWELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CALDWELL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CALDWELL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE CALDWELL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 13 received compensation from the organization, the highest $301,827 (RS MARSHALL, FORMER PRES/CEO).
- How much revenue does THE CALDWELL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,447,658, expenses of $13,473,596 and total assets of $116,067,849 at year end.
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All nonprofits in TYLER · Texas · Philanthropy, voluntarism and grantmaking foundations