Nonprofit · EIN 99-2550303
RUTH AND LEE CALDWELL FOUNDATION
Tax-exempt · ABILENE, TX 79605
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $10,115,933 | $349,619 | $9,766,314 | $9,839,350 | $257 | $9,839,093 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $10,009,614
- Dividends
- $168,693
- Net gain from sales of assets
- -$62,374
Expenses
- Grants and similar amounts paid
- $277,800
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $8,250
- Disbursements for charitable purposes
- $277,800
- Excise tax on investment income
- $1,776
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $9,839,350
- Total liabilities, end of year
- $257
- Net assets, end of year
- $9,839,093
- Fair market value of assets
- $10,146,105
- Qualifying distributions
- $277,800
- Net investment income
- $168,693
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFF M CALDWELL II 2225 S DANVILLE DR STE 3, ABILENE, TX 79605 | PRESIDENT | 1 | $0 |
| LAUREN CALDWELL 2225 S DANVILLE DR STE 3, ABILENE, TX 79605 | SECRETARY | 1 | $0 |
| ANDREW CALDWELL 2225 S DANVILLE DR STE 3, ABILENE, TX 79605 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2225 S DANVILLE DR STE 3, ABILENE, TX 79605-4779
- Signed the 990-PF
- CLIFTON M CALDWELL II, PRESIDENT
- Phone
- (325) 650-3380
- Return prepared by
- CONDLEY AND COMPANY LLP
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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 99-2550303
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $9,839,350
- Income (IRS master file)
- $14,808,482
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $10,115,933 | $349,619 | $9,839,350 | XML |
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 99-2550303).
Questions about RUTH AND LEE CALDWELL FOUNDATION
- What is the EIN of RUTH AND LEE CALDWELL FOUNDATION?
- The employer identification number (EIN) of RUTH AND LEE CALDWELL FOUNDATION is 99-2550303.
- Is RUTH AND LEE CALDWELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to RUTH AND LEE CALDWELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUTH AND LEE CALDWELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUTH AND LEE 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 RUTH AND LEE 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 RUTH AND LEE CALDWELL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does RUTH AND LEE CALDWELL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,115,933, expenses of $349,619 and total assets of $9,839,350 at year end.
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All nonprofits in ABILENE · Texas · Philanthropy, voluntarism and grantmaking foundations