Caldwell Family Foundation

Private foundation · Grantmaker Sarasota, FL EIN: 45-3724410

Caldwell Family Foundation is a private foundation, based in Sarasota, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $213K in total assets. In 2024, it awarded 4 grants totaling $31K. Net investment income was $10K.

Key facts about Caldwell Family Foundation

In short: Caldwell Family Foundation gave $31K across 4 grants in 2024 (avg $8K), mostly in Utah. Source: 2024 IRS Form 990-PF.

EIN
45-3724410
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$31,108
Grants made (2024)
4
Average grant
$7,777
Median grant
$7,554
Total assets
$213,473
Primary geography
Utah (66% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$213K

-7.2% YoY

Annual Giving

$31K

-16.2% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$8K

-16.2% YoY

Under IRS private-foundation payout rules, Caldwell Family Foundation reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

How Caldwell Family Foundation gives

  • Giving fell 35% from 2021 to 2024. Method
  • In 2024 it paid out 129% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Caldwell Family Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

Salt Lake CityFort CollinsMurraySarasotaBloomfieldDallasBurlingtonDenverGardenNew ORKSouth JordanVienna

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K5 grants2020 5 grants2021 11 grants2022 4 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $31K (2024) to $85K (2022). In 2024 it made 4 grants totaling $31K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Utah Foster Care: $11KUtah Foster Care$11KUniversity of Utah Red Butte Foundation: $10KUniversity of Utah Red ButteFoundation$10KUniversity of Denver: $6KUniversity of Denver$6KSarasota Memorial Healthcare Found: $5KSarasota Memorial HealthcareFound$5K

The largest 2024 recipient was Utah Foster Care ($11K). Together the top 4 received $31K.

Grant Size Distribution

29 grants across all recorded years

29<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 29 grants of 29 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Utah Foster Care Murray, UTHumanitarian$11,000
University of Utah Red Butte Foundation Salt Lake City, UTEducational$9,608
University of Denver Denver, COEducational$5,500
Sarasota Memorial Healthcare Found Sarasota, FLHumanitarian$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$213,473$230,064$306,418
Revenue$21,500$-31,940$62,512
Expenses$38,091$44,414$95,171
Qualifying Distributions$31,108$37,119$84,547
Net Investment Income$10,014$5,269$2,643
Distributable Amount$24,145$25,114$41,942

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 27, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS September 12, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Caldwell Family Foundation is led by Robert Caldwell, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Robert Caldwell

    President

    On filings since 2020

    No compensation reported

  • Lisa Boggs Caldwell

    Treasurer & Secretary

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Caldwell Family Foundation

How much does Caldwell Family Foundation give each year?

Caldwell Family Foundation gave $31K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $37K across 4 grants.

What is Caldwell Family Foundation's typical grant size?

Caldwell Family Foundation's median grant in 2024 was $7,554, and its average grant was $7,777, across 4 grants on its 2024 IRS Form 990-PF.

Where does Caldwell Family Foundation give grants?

Caldwell Family Foundation gives mostly in Utah: 66% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Colorado (18%) and Florida (16%).

Does Caldwell Family Foundation give general operating support?

Not in 2024: none of the 4 grants with a stated purpose on Caldwell Family Foundation's 2024 IRS Form 990-PF were described as general or operating support.

How large is Caldwell Family Foundation?

Caldwell Family Foundation reported $213K in total assets on its 2024 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).

What is Caldwell Family Foundation's EIN?

Caldwell Family Foundation's EIN (Employer Identification Number) is 45-3724410. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Caldwell Family Foundation by hand.

Explore Open Grants

Browse active grant opportunities in Caldwell Family Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Trustees of Tufts College

Medford, MA

Trustees of Tufts College supports university instruction, research, student services, and related organizations; its 2025 grants had a median of $76,881, though many large awards were subcontract grants. Giving is concentrated in Massachusetts, and its Tufts Community Grants offer $5,000 for eligible nonprofit projects in Boston, Grafton, Medford, and Somerville; the profile does not state whether it accepts unsolicited requests.

Education

Assets

$4.9B

Grants

149

Total Given

$38.3M

Gottlieb Foundation

Florham Park, NJ

Philanthropy, Voluntarism & Grantmaking

Assets

$429K

Grants

8

Total Given

$68K

Ernst & Young Foundation

New York, NY

The Ernst & Young Foundation primarily supports higher education and preparation for business careers, with additional grants for educational projects, social justice, and disaster relief. Its 2025 grants ranged from $5,056 to $316,005, with a median of $13,525, and went to organizations across the United States.

Assets

$47.6M

Grants

637

Total Given

$16.7M

Northwestern University

Evanston, IL

Northwestern University funds research, education, faculty and postdoctoral development, and community projects; its ANCHOR grants support partnerships addressing health and resilience in Evanston and Chicago. Its 2024 grants had a median of about $63,000, while listed programs range from up to $3,000 for research-library grants to $25,000–$65,000 for ANCHOR projects. It lists specific funding opportunities but does not state whether it accepts unsolicited requests generally.

Assets

$20.8B

Grants

383

Total Given

$133.4M

Gates Family Foundation

Denver, CO

Gates Family Foundation funds Colorado-focused work in education, natural resources, community development, informed communities, and capital projects benefiting Colorado residents. Its 2025 grants ranged from $2,000 to $20 million, with a median of $25,000. It does not accept unsolicited requests for strategic grants; capital grant applications are accepted.

Assets

$423.7M

Grants

374

Total Given

$36.3M

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

Publix Super Markets Charities Inc

Lakeland, FL

Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.

Assets

$233.8M

Grants

3,269

Total Given

$52.5M

The Community Foundation for Northeast Florida Inc

Jacksonville, FL

The Community Foundation for Northeast Florida supports nonprofits and civic work in Duval, St. Johns, Nassau, Baker, Clay, and Putnam counties, with interests including neighborhoods, education, aging adults, arts, women and girls, young children, and early literacy. Its 2024 grants had a median of $5,000, though amounts varied widely; most donor-advised grants are not open to applications, but eligible nonprofits can apply through competitive programs when application windows are open.

Philanthropy, Voluntarism & Grantmaking

Assets

$708.7M

Grants

2,470

Total Given

$78.0M

Community Foundation of Tampa Bay Inc

Tampa, FL

The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.0B

Grants

698

Total Given

$54.3M

Gulf Coast Community Foundation Inc

Venice, FL

Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with a focus on its Florida service area. Community grants provide up to $25,000 per organization per fiscal year; larger catalytic grants are available, and 2025 grants had a median of $16,251. It accepts unsolicited requests through scheduled Community Grant cycles; catalytic grants start with a letter of inquiry, and initiative grants are by invitation only.

Philanthropy, Voluntarism & Grantmaking

Assets

$533.7M

Grants

651

Total Given

$45.0M

Early Learning Coalition of Broward County Inc

Fort Lauderdale, FL

The Early Learning Coalition of Broward funds child care reimbursement and early-learning providers, including programs supporting child care and preschool, primarily in Broward County, Florida. Its 2025 grants ranged from $5,127 to $3,994,863, with a median of $158,921. The profile does not state whether it accepts unsolicited requests.

Human Services

Assets

$15.9M

Grants

636

Total Given

$152.2M

More Funders in Florida

Caldwell Family Foundation down — hundreds of funders to go?

Want AI to do this for you?