Max And Marion Caldwell Foundation
- Assets
- $1.0m
- Revenue
- $148.8k
- Investments
- $0.0
- Employees
- 0
- Location
- Capitola, CA
- Founding
- 07/2003
- Data as of
- 10/2022
- 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 10/2022, Max And Marion Caldwell Foundation generated $148.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.8% each year. All expenses for the organization totaled $99.2k during the year ending 10/2022. While expenses have increased by 10.2% per year over the past 7 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
2022
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 |
|---|---|---|---|
Stefanie Bellucci Secretary | OfficerTrustee | 2 | $0 |
Douglas F Kirkwood Treasurer | OfficerTrustee | 2 | $0 |
Clare Schneider President | OfficerTrustee | 2 | $0 |
Britt Haselton Trustee | Trustee | 2 | $0 |
Scott Kirkwood 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 | $125,295 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $125,295 |
| Total Program Service Revenue | $0 |
| Investment income | $30,961 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$7,440 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $148,816 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $92,202 |
| 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 | $2,815 |
| 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 | $1,266 |
| All other expenses | $0 |
| Total functional expenses | $99,219 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $59,385 |
| Savings and temporary cash investments | $550,000 |
| 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 | $413,932 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,945 |
| Total assets | $1,026,262 |
| 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 | $576,550 |
| Net assets with donor restrictions | $449,712 |
| 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 | $1,026,262 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Max And Marion Caldwell Foundation has recieved totaling $500.
| Awarding Organization | Amount |
|---|---|
Rosewood Foundation Carlsbad, CA PURPOSE: COMMUNITY SERVICE | $500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Del Rio Country Club Modesto, CA | $21,763,767 | $11,270,869 |
Burlingame Country Club Hillsborough, CA | $26,551,355 | $11,965,667 |
Lake Merced Golf & Country Club Daly City, CA | $22,000,882 | $11,360,590 |
Lakeside Golf Club Of Hollywood Toluca Lake, CA | $18,121,822 | $9,899,502 |
Annandale Golf Club Pasadena, CA | $19,090,821 | $11,020,068 |
Pacific Club Honolulu, HI | $9,053,858 | $11,046,237 |
Del Paso Country Club Sacramento, CA | $17,271,581 | $9,762,783 |
Beach Club Santa Monica, CA | $30,162,883 | $9,903,634 |
Waverley Country Club Portland, OR | $15,287,232 | $9,034,980 |
Menlo Circus Club Atherton, CA | $20,381,564 | $10,723,889 |
El Niguel Country Club Laguna Niguel, CA | $18,201,227 | $10,128,459 |
Virginia Country Club Of Long Beach Calif Long Beach, CA | $17,249,999 | $7,118,613 |