Caldwell C W Scholarship Fund is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $301K in total assets. In 2025, it awarded 3 grants totaling $21K. Net investment income was $27K.
Key facts about Caldwell C W Scholarship Fund
In short: Caldwell C W Scholarship Fund gave $21K across 3 grants in 2025 (avg $7K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6452445
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $21,217
- Grants made (2025)
- 3
- Average grant
- $7,072
- Median grant
- $5,000
- Total assets
- $300,846
- Primary geography
- New Jersey (53% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$301K
+3.4% YoY
Annual Giving
$21K
+41.1% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$7K
-5.9% YoY
Under IRS private-foundation payout rules, Caldwell C W Scholarship Fund reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
How Caldwell C W Scholarship Fund gives
- Giving grew 21% from 2022 to 2025. Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Caldwell C W Scholarship Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $15K (2019) to $21K (2025). In 2025 it made 3 grants totaling $21K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Princeton University ($11K). Together the top 3 received $21K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Princeton University Princeton, NJ | Scholarships | $11,217 |
| University of Connecticut Health Ctr Farmington, CT | Scholarships | $5,000 |
| Case Western Reserve University Cleveland, OH | Scholarships | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $300,846 | $291,085 | $281,424 |
| Revenue | $33,715 | $31,701 | $10,730 |
| Expenses | $29,037 | $21,748 | $21,820 |
| Qualifying Distributions | $21,855 | $15,666 | $16,297 |
| Net Investment Income | $27,417 | $25,416 | $4,239 |
| Distributable Amount | $22,888 | $16,849 | $15,658 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Caldwell C W Scholarship Fund's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$4K (2019) → $5K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Bank of America (Trustee).
Frequently asked questions about Caldwell C W Scholarship Fund
How much does Caldwell C W Scholarship Fund give each year?
Caldwell C W Scholarship Fund gave $21K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 2 grants.
What is Caldwell C W Scholarship Fund's typical grant size?
Caldwell C W Scholarship Fund's median grant in 2025 was $5,000, and its average grant was $7,072, across 3 grants on its 2025 IRS Form 990-PF.
Where does Caldwell C W Scholarship Fund give grants?
Caldwell C W Scholarship Fund gives mostly in New Jersey: 53% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (24%) and Ohio (24%).
Does Caldwell C W Scholarship Fund give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Caldwell C W Scholarship Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (3 grants).
How large is Caldwell C W Scholarship Fund?
Caldwell C W Scholarship Fund reported $301K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Caldwell C W Scholarship Fund?
Caldwell C W Scholarship Fund is a private foundation focused on Education, based in Dallas, TX. It holds $301K in total assets as of 2025.
What is Caldwell C W Scholarship Fund's EIN?
Caldwell C W Scholarship Fund's EIN (Employer Identification Number) is 04-6452445. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Caldwell C W Scholarship Fund by hand.
Explore Open Grants
Browse active grant opportunities in Caldwell C W Scholarship Fund's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Research Corporation dba Research
Tucson, AZ
Research Corporation for Science Advancement funds early-stage basic scientific research and science education at colleges and universities in the United States and Canada, especially in astronomy, chemistry, and physics. Its 2024 grants ranged from $74 to $193,142, with a median of $55,000; it offers program-specific awards, including a $120,000 Cottrell Scholar Award over three years. Whether it accepts unsolicited requests is not stated.
Assets
$241.5M
Grants
165
Total Given
$8.0M
American Academy of Sleep Medicine Foundation
Darien, IL
The AASM Foundation funds sleep-health research, investigator career development, training, community programs, and disaster relief for eligible sleep centers. Its 2024 grants ranged from about $10,000 to $540,000, with a median of $100,000, and went to organizations across the United States, especially in Massachusetts, New York, and Minnesota. Some grants have defined application cycles and eligibility requirements; the profile does not state whether unsolicited requests are accepted.
Assets
$18.2M
Grants
23
Total Given
$3.7M
Russell Sage Foundation
New York, NY
The Russell Sage Foundation funds U.S.-focused social science research on issues including work, race and immigration, decision-making, and inequality, primarily through grants to researchers and institutions. Recent grants had a median of $37,500, while program awards can reach $200,000; it supports work focused on the United States. It accepts applications through program-specific online processes, with eligibility and deadlines varying by grant.
Assets
$492.6M
Grants
137
Total Given
$6.4M
KPMG US Foundation Inc
Montvale, NJ
KPMG US Foundation supports education, mental health, community vitality, and community relief and resilience, with grants distributed across the United States. Its 2025 grants had a median of $25,000, though amounts ranged from about $5,000 to $2.2 million. The available information does not say whether it accepts unsolicited requests.
Assets
$12.4M
Grants
387
Total Given
$33.5M
Stern Family Philanthropic Foundation
Harrison, NY
The Stern Family Philanthropic Foundation supports scholarships, hardship assistance, and community giving, with 2024 grants ranging from $500 to $550,000 and a median grant of $5,000. Its giving is concentrated in New York and Massachusetts; the website specifies that community-giving applicants must be Massachusetts-based 501(c)(3) organizations. The website describes an application process for its scholarship, but does not state whether it accepts unsolicited requests for other grants.
Assets
$15.1M
Grants
48
Total Given
$1.7M
Botwinick-Wolfensohn Foundation Inc
New York, NY
The foundation supports a range of charitable organizations, including food banks, Jewish congregations and schools, and groups addressing health, domestic violence, and disability services, primarily in New York, Virginia, and Iowa. Its 2024 grants ranged from $1,000 to $150,000, with a median of $15,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$26.4M
Grants
37
Total Given
$709K
The Charlotte W Newcombe Foundation
Princeton, NJ
The Charlotte W. Newcombe Foundation supports bachelor’s-degree scholarships for mature students and students with disabilities, plus doctoral dissertation fellowships on religion, ethics, morals, or values. Its 2024 grants ranged from $720 to $986,079, with a median of $25,000, and funding goes almost exclusively to the Mid-Atlantic, especially New Jersey. Students cannot apply directly for scholarships; institutions may inquire, with formal applications by invitation, while doctoral candidates apply through the fellowship program.
Assets
$51.3M
Grants
40
Total Given
$2.1M
The Richard M Schulze Family Foundation
Minneapolis, MN
The Richard M. Schulze Family Foundation funds education, health care, and human services, including college scholarships, with most support benefiting working- and middle-class families in specified Minnesota and Florida counties; it also makes some national grants. Its 2024 grants had a median of $5,000, though awards ranged from $50 to $10 million. It plans to move to invitation-only grantmaking in 2027; whether it currently accepts unsolicited requests is not stated.
Assets
—
Grants
1,431
Total Given
$47.9M
Tulsa Community Foundation
Tulsa, OK
Tulsa Community Foundation supports a broad range of charitable needs, including arts and humanities, healthcare, education, scholarships, emergency assistance, and endowments. Its 2024 grants had a median of $18,560 and primarily benefited the Tulsa area and eastern Oklahoma, with grants also reaching elsewhere in the U.S.; it administers application cycles for selected funds.
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
Grant Thornton Foundation
Chicago, IL
In 2024, the Grant Thornton Foundation funded general support, educational institutions, and disaster relief, awarding 10 grants of $1,575 to $41,450 (median $19,060). It is based in Chicago, with 2024 grants concentrated in California, Arizona, and Florida. The foundation gives only to preselected organizations and does not accept unsolicited requests.
Assets
$224K
Grants
10
Total Given
$181K
Hispanic Scholarship Fund
El Segundo, CA
HSF funds scholarships and higher-education support, with reported grants primarily supporting scholarships at colleges and universities; its student awards range from $500 to $5,000. It funds recipients across the United States, with the largest shares of recent grant dollars going to California, New York, Georgia, Massachusetts, and Texas. The profile does not state whether HSF accepts unsolicited grant requests.
Assets
$198.0M
Grants
316
Total Given
$29.1M
Association of Universities for Research in Astronomy Inc
Washington, DC
AURA funds astronomical research, telescope and observatory-related research and development, and mission-related activities that lack federal support. Its 2024 grants ranged from $5,006 to $3.19 million, with a median of about $152,000, and went largely to US institutions, especially in California, Arizona, and Massachusetts. AURA’s policy allows authorized leaders to solicit non-federal funding, but the profile does not state whether it accepts unsolicited requests.
Assets
$146.6M
Grants
166
Total Given
$64.7M
More Funders in Texas
Caldwell C W Scholarship Fund down — hundreds of funders to go?