Caldwell C W Scholarship Fund is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $291K in total assets. In 2024, it awarded 2 grants totaling $15K. Net investment income was $25K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$291K
+3.4% YoY
Annual Giving
$15K
-4.1% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$8K
+43.9% YoY
Under IRS private-foundation payout rules, Caldwell C W Scholarship Fund reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
About Caldwell C W Scholarship Fund
Based on IRS filings
Caldwell C W Scholarship Fund is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $291K in total assets. In 2024, it awarded 2 grants totaling $15K. Net investment income was $25K.
Focus Areas
Ready to take the next step with Caldwell C W Scholarship Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $291,085 | $281,424 | $292,620 |
| Revenue | $31,701 | $10,730 | $-8,827 |
| Expenses | $21,748 | $21,820 | $25,508 |
| Qualifying Distributions | $15,666 | $16,297 | $18,215 |
| Net Investment Income | $25,416 | $4,239 | $395 |
| Distributable Amount | $16,849 | $15,658 | $16,302 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Princeton University ($10,034), Columbia University ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COLUMBIA UNIVERSITY NEW YORK, NY | SCHOLARSHIPS | $5,000 |
| PRINCETON UNIVERSITY PRINCETON, NJ | SCHOLARSHIPS | $10,034 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $4,865 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $291K in total assets as of 2024.
How large is Caldwell C W Scholarship Fund?
As of 2024, Caldwell C W Scholarship Fund holds $291K in total assets with $32K in annual revenue. It awarded 2 grants totaling $15K in 2024.
Where does Caldwell C W Scholarship Fund operate?
Caldwell C W Scholarship Fund has awarded grants in California, Georgia, Massachusetts, New Jersey, New York, Ohio, Texas.
What size grants does Caldwell C W Scholarship Fund award?
In 2024, Caldwell C W Scholarship Fund awarded 2 grants totaling $15K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Caldwell C W Scholarship Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Caldwell C W Scholarship Fund reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.