Caldwell C W Scholarship Fund
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.
Caldwell C W Scholarship Fund at a glance
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.
- Annual giving (2025)
- $21,217
- +41.1% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $7,072
- -5.9% vs 2024
- Median grant
- $5,000
- Total assets
- $300,846
- +3.4% vs 2024
- Primary geography
- New Jersey (53% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Caldwell C W Scholarship Fund funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Princeton University ($11K). Together the top 2 received $16K.
Organizations only. It also paid 1 individual scholarship ($5,000), which are not listed by name.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
| 1 individual scholarship Recipients not named | — | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $300,846 | $33,715 | $29,037 | $21,217 | 3 | $21,855 | $27,417 | $22,888 |
| 2024 | $291,085 | $31,701 | $21,748 | $15,034 | 2 | $15,666 | $25,416 | $16,849 |
| 2023 | $281,424 | $10,730 | $21,820 | $15,673 | 3 | $16,297 | $4,239 | $15,658 |
| 2022 | $292,620 | $-8,827 | $25,508 | $17,586 | 3 | $18,215 | $395 | $16,302 |
| 2021 | $326,923 | $70,335 | $22,506 | $15,002 | 3 | $15,644 | $63,531 | $18,228 |
| 2020 | $276,497 | $24,278 | $21,037 | $14,920 | 3 | — | $18,824 | $15,626 |
| 2019 | $275,570 | $20,080 | $20,773 | $14,875 | 3 | — | $15,442 | $15,543 |
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.
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.
Data update history
(8)
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
Live grants for the work Caldwell C W Scholarship Fund funds
Education Open opportunities, soonest deadline first.
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