Foundation Tr

Venice, FL
Tax-exempt since May 1998
EIN: 65-6253272

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.42k (2024)

Expenses

$7.77k (2024)

Total Assets

$33.9k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,422

Expenses

$7,772

Net Income

-$6,350

Net Assets

$33,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$693	48.7%
Dividends	$729	51.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,840	75.1%
Compensation of Officers*	$992	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,866
Total Liabilities	$0
Net Assets	$33,866

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$992	$0

990-PF

Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,440

Expenses

$2,434

Net Income

-$994

Net Assets

$40,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$764	53.1%
Dividends	$676	46.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$735	30.2%
Compensation of Officers*	$964	39.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,216
Total Liabilities	$0
Net Assets	$40,216

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$964	$0

990-PF

Filed on March 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$285

Expenses

$2,037

Net Income

-$2,322

Net Assets

$41,210

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$130
Dividends	$788
Sales of Assets	-$1,203
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$962	47.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$41,210
Total Liabilities	$0
Net Assets	$41,210

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$962	$0

990-PF

Filed on April 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$812

Expenses

$2,043

Net Income

-$1,231

Net Assets

$43,532

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	2.7%
Dividends	$744	91.6%
Sales of Assets	$46	5.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$1,007	49.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,532
Total Liabilities	$0
Net Assets	$43,532

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$1,007	$0

990-PF

Filed on March 22, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$2,642

Expenses

$1,863

Net Income

$779

Net Assets

$44,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38	1.4%
Dividends	$704	26.6%
Sales of Assets	$1,900	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$44,763
Total Liabilities	$1
Net Assets	$44,762

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$0	$0

990-PF

Filed on March 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$2,015

Expenses

$5,915

Net Income

-$3,900

Net Assets

$43,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44	2.2%
Dividends	$960	47.6%
Sales of Assets	$1,011	50.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,000	67.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$44,019
Total Liabilities	$35
Net Assets	$43,984

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$605

Expenses

$3,939

Net Income

-$3,334

Net Assets

$47,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54	8.9%
Dividends	$862	> 100%
Sales of Assets	-$311
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,000	50.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$47,915
Total Liabilities	$31
Net Assets	$47,884

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$0	$0

990-PF

Filed on March 27, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$639

Expenses

$6,937

Net Income

-$6,298

Net Assets

$51,218

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$175	27.4%
Dividends	$464	72.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	72.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$51,256
Total Liabilities	$38
Net Assets	$51,218

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$0	$0

990-PF

Filed on March 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$2,247

Expenses

$7,496

Net Income

-$9,743

Net Assets

$57,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$71
Dividends	$79
Sales of Assets	-$2,397
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,400	72.0%
Compensation of Officers*	$976	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$57,554
Total Liabilities	$38
Net Assets	$57,516

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$976	$0

990-PF

Filed on Oct. 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$177

Expenses

$8,153

Net Income

-$7,976

Net Assets

$67,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	10.2%
Dividends	$159	89.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,000	73.6%
Compensation of Officers*	$855	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$67,292
Total Liabilities	$33
Net Assets	$67,259

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$855	$0

990-PF

Filed on Feb. 25, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$11,243

Expenses

$7,135

Net Income

$4,108

Net Assets

$75,235

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200	1.8%
Interest Revenue	$17	0.2%
Dividends	$5,077	45.2%
Sales of Assets	$5,949	52.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	70.1%
Compensation of Officers*	$948	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$75,279
Total Liabilities	$44
Net Assets	$75,235

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$948	$0

990-PF

Filed on April 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$4,193

Expenses

$7,451

Net Income

-$3,258

Net Assets

$71,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.6%
Dividends	$4,090	97.5%
Sales of Assets	$79	1.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	67.1%
Compensation of Officers*	$936	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$71,172
Total Liabilities	$45
Net Assets	$71,127

Compensation

Key Employees and Officers	Compensation	Other
Caldwell Trust Company (Trustee)	$936	$0

990-PF

Filed on June 11, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$42,897

Expenses

$6,854

Net Income

$36,043

Net Assets

$74,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.1%
Dividends	$6,682	15.6%
Sales of Assets	$36,180	84.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	73.0%
Compensation of Officers*	$546	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$74,423
Total Liabilities	$38
Net Assets	$74,385

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$12,031

Expenses

$6,751

Net Income

$5,280

Net Assets

$37,742

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108	0.9%
Dividends	$2,302	19.1%
Sales of Assets	$9,621	80.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	74.1%
Compensation of Officers*	$414	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,762
Total Liabilities	$20
Net Assets	$37,742

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.42k (2024)

Expenses $7.77k (2024)

Total Assets $33.9k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$1.42k (2024)

Expenses

$7.77k (2024)

Total Assets

$33.9k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001