Max and Marion Caldwell Foundation

Analysis

Max and Marion Caldwell Foundation is a registered charity in United States, based in Capitola, CA. It received its IRS tax-exemption ruling in July 2003, 23 years ago. Its declared purposes cover recreation and sports, which this site groups under amateur sport and recreation. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending October 2024, Max and Marion Caldwell Foundation reported income of $167k and spending of $109k, leaving 35% of income unspent that year. Across the 6 years on record, from October 2019 to October 2024, income grew from $135k to $167k (+23%), an average of +4.2% a year. The sharpest change came in the year to October 2021, when income rose by 125%. Over the whole period it spent 52% of the income it received.

Among 30,892 United States charities whose main cause is amateur sport and recreation and that reported income, Max and Marion Caldwell Foundation sits at the 63rd percentile: it is larger than about 63% of them. Against every charity in United States with reported income it ranks in the 50th percentile, and in the 52nd percentile within CA. Charities of a similar size with the same main cause include Russian Nobility Association in America Incorporated ($167k), West Jordan Youth Soccer League ($167k) and San Diego Ayf Inc ($167k).

On its Form 990 for the period ending October 2024, revenue came from contributions and grants 82% of the total. At year end it held assets of $1.2m against liabilities of $0, net assets of $1.2m.