Civic Intelligence

The Patriot Foundation Trust

EIN 02-6180017 • 501(c)3 • Chattanooga, TN

Profile

The trust promotes liberty by devoting its resources exclusively for charitable, religious, scientific, literary, or educational purposes, directly or by contributions to organizations duly organized to carry on charitable, religious, scientific, literary or educational activities, consistent with our mission.

PO Box 407Chattanooga, TN 37401

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

58th percentile

6.5%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

114%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$708,363

Up $43,106 (+6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$708,363

Up $43,106 (+6.5%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin75th percentile

Revenue

Up

$59,243

Up $31,563 (+114%) from 2023

Expenses

Down

$46,416

Down $5,238 (-10%) from 2023

Net Income

Up

$12,827

Up $36,801 (+154%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $748,654Liabilities 2011: $0Net Assets 2011: $748,6542011Assets 2012: $680,516Liabilities 2012: $0Net Assets 2012: $680,5162012Assets 2013: $754,414Liabilities 2013: $0Net Assets 2013: $754,4142013Assets 2014: $651,264Liabilities 2014: $0Net Assets 2014: $651,2642014Assets 2015: $571,754Liabilities 2015: $0Net Assets 2015: $571,7542015Assets 2016: $826,162Liabilities 2016: $0Net Assets 2016: $826,1622016Assets 2017: $825,412Liabilities 2017: $0Net Assets 2017: $825,4122017Assets 2018: $653,929Liabilities 2018: $0Net Assets 2018: $653,9292018Assets 2019: $994,732Liabilities 2019: $0Net Assets 2019: $994,7322019Assets 2020: $767,969Liabilities 2020: $0Net Assets 2020: $767,9692020Assets 2021: $809,400Liabilities 2021: $0Net Assets 2021: $809,4002021Assets 2022: $617,738Liabilities 2022: $0Net Assets 2022: $617,7382022Assets 2023: $665,257Liabilities 2023: $0Net Assets 2023: $665,2572023Assets 2024: $708,363Liabilities 2024: $0Net Assets 2024: $708,3632024

Highlighted filing

2024

Assets$708,363
Liabilities$0
Net Assets$708,363
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $758,777Expenses 2011: $59,857Net Income 2011: $698,9202011Revenue 2012: $16,464Expenses 2012: $101,242Net Income 2012: -$84,7782012Revenue 2013: $113,223Expenses 2013: $96,903Net Income 2013: $16,3202013Revenue 2014: $42,015Expenses 2014: $90,037Net Income 2014: -$48,0222014Revenue 2015: $51,119Expenses 2015: $122,626Net Income 2015: -$71,5072015Revenue 2016: $322,515Expenses 2016: $109,271Net Income 2016: $213,2442016Revenue 2017: $65,400Expenses 2017: $119,585Net Income 2017: -$54,1852017Revenue 2018: $134,873Expenses 2018: $167,244Net Income 2018: -$32,3712018Revenue 2019: $379,595Expenses 2019: $156,813Net Income 2019: $222,7822019Revenue 2020: $237,331Expenses 2020: $340,971Net Income 2020: -$103,6402020Revenue 2021: $80,554Expenses 2021: $96,219Net Income 2021: -$15,6652021Revenue 2022: -$1,496Expenses 2022: $56,309Net Income 2022: -$57,8052022Revenue 2023: $27,680Expenses 2023: $51,654Net Income 2023: -$23,9742023Revenue 2024: $59,243Expenses 2024: $46,416Net Income 2024: $12,8272024

Highlighted filing

2024

Revenue$59,243
Expenses$46,416
Net Income$12,827
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$708,363
Liabilities
$0
Net assets
$708,363
Revenue
$59,243
Expenses
$46,416
Net income
$12,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.59$0.46$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.28$0.52$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$0.00$6.18$0.01$0.56$0.58
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.09$0.00$8.09$0.81$0.96$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$0.00$7.68$2.37$3.41$1.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.95$0.00$9.95$3.80$1.57$2.23
2018Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$1.35$1.67$0.32
2017Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.65$1.20$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$0.00$8.26$3.23$1.09$2.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.72$0.00$5.72$0.51$1.23$0.72
2014Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.42$0.90$0.48
2013Summary only. Only limited summary data is available for this year.$7.54$0.00$7.54$1.13$0.97$0.16
2012Summary only. Only limited summary data is available for this year.$6.81$0.00$6.81$0.16$1.01$0.85
2011Summary only. Only limited summary data is available for this year.$7.49$0.00$7.49$7.59$0.60$6.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$168,404
Mission and Program Overview

Mission

The trust promotes liberty by devoting its resources exclusively for charitable, religious, scientific, literary, or educational purposes, directly or by contributions to organizations duly organized to carry on charitable, religious, scientific, literary or educational activities, consistent with our mission.

The mission of the trust is to be an advocate for essential liberty, the restoration of constitutional limits on government and the judiciary, and to promote free enterprise, national defense and traditional american values. Our objective is to restore the principles of liberty as espoused by our founders, as originally set forth in our declaration of independence and the united states constitution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$665,257$708,363▲ $43,106
Investments in Publicly Traded Securities$439,684$472,888▲ $33,204
Savings and Temporary Cash Investments$8,446$18,348▲ $9,902
Cash and Non-Interest-Bearing Accounts$9,179$9,179→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$665,257$708,363▲ $43,106
Other Assets Total$207,948$207,948→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$665,257$708,363▲ $43,106
Total Liabilities and Net Assets / Fund Balance$665,257$708,363▲ $43,106

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$207,948--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Mark a CaldwellPresident
Mark a Caldwell JrSecretary
Kay Tyson CaldwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,838
Program Service Revenue
$0
Investment Income
$47,059
Other Revenue
$346
All Other Contributions
$11,838
Change in Net Assets
$12,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,050
Other Expenses$14,366
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,050--$32,050
Fees for Service Investment Mgmnt Fees-$6,684-$6,684
Fees for Services Accounting-$6,640-$6,640
Other Expenses$1,040$2-$2
Total Functional Expenses$33,090$13,326$0$46,416
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Medal of Honor FoundationChattanooga, TN501(c)(3)General Operating Fund$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Mark a caldwell, mark a caldwell jr, and kay tyson caldwell have family relationships with each other.”

Form 990, Part VI, Section B, Line 11B

“A complete copy of the 990 was provided to all members of the governing body prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization reviews its conflicts of interest policy with the board members on an annual basis. Each board member signs it certifying that there are no conflicts of interest. In the event of a potential conflict, that member would recuse themselves from all discussion and/or vote on the matter in question.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Patriot Foundation Trust
EIN
02-6180017
Phone
4234257008
Address
PO BOX 407, CHATTANOOGA, TN 37401

Signing Officer

Name
Mark a Caldwell
Title
President
Phone
4234257008
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark a Caldwell
Formed
2006
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Elliott Davis Llcpllc
Address
555 WALNUT STREET SUITE 300, CHATTANOOGA, TN 37402
Preparer
Lucy C Gates
Phone
4237567100
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

“The trust maintains a collection of signatures of american founders and patriots for public display and preservation purposes.”

Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE TRUST IS TO BE AN ADVOCATE FOR ESSENTIAL LIBERTY, THE RESTORATION OF CONSTITUTIONAL LIMITS ON GOVERNMENT AND THE JUDICIARY, AND TO PROMOTE FREE ENTERPRISE, NATIONAL DEFENSE AND TRADITIONAL AMERICAN VALUES. OUR OBJECTIVE IS TO RESTORE THE PRINCIPLES OF LIBERTY AS ESPOUSED BY OUR FOUNDERS, AS ORIGINALLY SET FORTH IN OUR DECLARATION OF INDEPENDENCE AND THE UNITED STATES CONSTITUTION.
IRS990/AllOtherContributionsAmt011838
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARK A CALDWELL
IRS990/BooksInCareOfDetail/PhoneNum04234257008
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0820 SCENIC HIGHWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOOKOUT MOUNTAIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037350
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt09179
IRS990/CashNonInterestBearingGrp/EOYAmt09179
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt011838
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IRS990/CYOtherRevenueAmt0346
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION MAKES GRANTS TO OTHER TAX EXEMPT ORGANIZATIONS TO PROMOTE THE ADVANCEMENT OF SUCH PRINCIPLES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
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IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt026472
IRS990/FamilyOrBusinessRlnInd01
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06640
IRS990/FeesForServicesAccountingGrp/TotalAmt06640
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06684
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IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK A CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK A CALDWELL JR
IRS990/Form990PartVIISectionAGrp/PersonNm2KAY TYSON CALDWELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt041658
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt025640
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt032050
IRS990/GrantsToDomesticOrgsGrp/TotalAmt032050
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0150819
IRS990/GrossReceiptsAmt0168404
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt05401
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05401
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0439684
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0472888
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0109161
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0665257
IRS990/NetAssetsOrFundBalancesEOYAmt0708363
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030279
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX
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IRS990/OtherRevenueTotalAmt0130
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION STRIVES TO PROMOTE THEIR MISSION THROUGH PROVIDING SCHOLARSHIPS TO QUALIFIED STUDENTS COMMITTED TO PROMOTING THE ADVANCEMENT OF THE PRINCIPLES OF THE FOUNDATION.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION ALSO PRESENTS SPEAKERS AND OTHER PROGRAMS WHO PROMOTE THE PRINCIPLES OF THE FOUNDATION AND PROVIDES WRITTEN MATERIALS TO PROVIDE INDIVIDUALS WITH A TIMELY, INFORMATIVE, AND RELIABLE SURVEY AND ANALYSIS OF THE NATION'S MOST SIGNIFICANT NEWS, POLICY, AND OPINION.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022876
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022876
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0142698
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0203485
IRS990ScheduleA/TotalSupportAmt0226805
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0207948
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENTS - SIGNATURE LIBRARY
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST MAINTAINS A COLLECTION OF SIGNATURES OF AMERICAN FOUNDERS AND PATRIOTS FOR PUBLIC DISPLAY AND PRESERVATION PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL MEDAL OF HONOR FOUNDATION
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT REQUESTS ARE RECEIVED FROM NONPROFITS IN THE GREATER CHATTANOOGA AREA AS WELL AS THE TRUSTEES SUGGESTING NONPROFITS THEY WOULD LIKE TO MAKE GRANTS TO (THESE CAN BE OUTSIDE OF HAMILTON COUNTY). ALL NONPROFITS ARE LOOKED UP ON GUIDESTAR TO MAKE SURE THEIR 501(C)3 STATUS IS STILL GOOD AND IN EFFECT. ALL NONPROFITS RECEIVING GRANTS WILL SEND BACK THANK YOU LETTERS AS WELL AS GIFT RECEIPTS AND THESE ARE KEPT IN THE YEARLY FILE FOLDER. MOST GRANTS ARE SMALL AND UNRESTRICTED IN NATURE; MEANING THEY CAN BE USED HOWEVER THE NONPROFIT CHOOSES. WE DO NOT MAKE GRANTS FOR SPECIFIC PROGRAMS/POLICIES, ETC.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARK A CALDWELL, MARK A CALDWELL JR, AND KAY TYSON CALDWELL HAVE FAMILY RELATIONSHIPS WITH EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COMPLETE COPY OF THE 990 WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REVIEWS ITS CONFLICTS OF INTEREST POLICY WITH THE BOARD MEMBERS ON AN ANNUAL BASIS. EACH BOARD MEMBER SIGNS IT CERTIFYING THAT THERE ARE NO CONFLICTS OF INTEREST. IN THE EVENT OF A POTENTIAL CONFLICT, THAT MEMBER WOULD RECUSE THEMSELVES FROM ALL DISCUSSION AND/OR VOTE ON THE MATTER IN QUESTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0708363
IRS990/TotalAssetsGrp/BOYAmt0665257
IRS990/TotalAssetsGrp/EOYAmt0708363
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011838
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013326
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033090
IRS990/TotalFunctionalExpensesGrp/TotalAmt046416
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0665257
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0708363
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt033090
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt047405
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059243
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0665257
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0708363
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037401
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK A CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04234257008
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PATRIOT FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0026180017
ReturnHeader/Filer/PhoneNum04234257008
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 407
ReturnHeader/Filer/USAddress/CityNm0CHATTANOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 WALNUT STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037402
ReturnHeader/PreparerPersonGrp/PhoneNum04237567100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCY C GATES
ReturnHeader/ReturnTs02025-05-11T09:31:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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