Caldwell Family Foundation
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.
Caldwell Family Foundation at a glance
In short: Caldwell Family Foundation gave $31K across 4 grants in 2024 (avg $8K), mostly in Utah. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $31,108
- -16.2% vs 2023
- Grants made (2024)
- 4
- +0.0% vs 2023
- Average grant
- $7,777
- -16.2% vs 2023
- Median grant
- $7,554
- Total assets
- $213,473
- -7.2% vs 2023
- Primary geography
- Utah (66% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Caldwell Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Utah Foster Care ($11K). Together the top 4 received $31K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 29 grants of 29 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $31K (2024) to $85K (2022). In 2024 it made 4 grants totaling $31K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Utah Foster Care Murray, UT | Humanitarian | $11,000 |
| University of Utah Red Butte Foundation Salt Lake City, UT | Educational | $9,608 |
| University of Denver Denver, CO | Educational | $5,500 |
| Sarasota Memorial Healthcare Found Sarasota, FL | Humanitarian | $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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $213,473 | $21,500 | $38,091 | $31,108 | 4 | $31,108 | $10,014 | $24,145 |
| 2023 | $230,064 | $-31,940 | $44,414 | $37,119 | 4 | $37,119 | $5,269 | $25,114 |
| 2022 | $306,418 | $62,512 | $95,171 | $84,547 | 11 | $84,547 | $2,643 | $41,942 |
| 2021 | $339,077 | $51,158 | $50,535 | $48,079 | 5 | $48,079 | $2,293 | $54,800 |
| 2020 | $338,454 | $-68,473 | $61,115 | $55,500 | 5 | — | — | $53,504 |
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.
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 12, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Caldwell Family Foundation funds
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