Max And Marion Caldwell Foundation
- Assets
- $1.2m
- Revenue
- $166.6k
- Investments
- $0.0
- Employees
- 0
- Location
- Capitola, CA
- Founding
- 07/2003
- Data as of
- 10/2024
- EIN
- 16-1641295
Organization Overview
Max And Marion Caldwell Foundation is located in Capitola, CA. The organization was established in 2003. According to its NTEE Classification (N60) the organization is classified as: Amateur Sports, under the broad grouping of Recreation & Sports and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Max And Marion 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 10/2024, Max And Marion Caldwell Foundation generated $166.6k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 4.2% each year. All expenses for the organization totaled $108.8k during the year ending 10/2024. While expenses have increased by 9.0% per year over the past 9 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
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE FUNDS TO CHILDREN AGES 5-12 TO ALLOW THEM TO ATTEND AN ACA ACCREDITED SUMMER CAMP IN NORTHERN CALIFORNIA. IN ADDITION, TO PROVIDE $1000 IN SCHOLARSHIP FUNDS TO COUNSELORS WHO HAVE WORKED AT SUCH A CAMP FOR TWO YEARS AND EARNED A RECOMMENDATION FROM ITS DIRECTOR.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROVIDE FUNDS FOR TUITION AT N.CALIFORNIA CAMPS TO ALLOW GRANTEE TO ATTEND SUMMER CAMP AT PARTICIPATING, ACCREDITED CAMPS. TO BE ELIGIBLE, THE CHILD/CAMPER MUST BE AGED 5-12 YEARS, MEET CERTAIN SCHOLASTIC, ECONOMIC, AND BEHAVIORAL REQUIREMENTS, AND COMPLETE THE APPLICATION TO GO THROUGH THE NORMAL SELECTION PROCESS.
TO PROVIDE FINANCIAL ASSISTANCE($1000) FOR TUITION AT COLLEGE TO COUNSELORS WHO HAVE WORKED AT CAMP FOR 2 YEARS AND WHO HAVE BEEN RECOMMENDED BY THEIR CAMP'S DIRECTOR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Hannah S Wilson Trustee | Trustee | 2 | $0 |
Douglas F Kirkwood Treasurer | OfficerTrustee | 2 | $0 |
Stefanie Bellucci Secretary | OfficerTrustee | 2 | $0 |
Scott Kirkwood Trustee | Trustee | 2 | $0 |
Britt Haselton Trustee | Trustee | 2 | $0 |
Joanne Lichtenstein Trustee | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $136,932 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $136,932 |
| Total Program Service Revenue | $0 |
| Investment income | $43,617 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$13,983 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $166,566 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $97,023 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $5,630 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,350 |
| All other expenses | $0 |
| Total functional expenses | $108,798 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $156,038 |
| Savings and temporary cash investments | $450,000 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $547,151 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $7,155 |
| Total assets | $1,160,344 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $666,005 |
| Net assets with donor restrictions | $494,339 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,160,344 |