Caldwell Family Foundation
Caldwell Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Cypress, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 10 grants totaling $918K. Net investment income was $212K.
Key facts about Caldwell Family Foundation
- EIN
- 30-1205219
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $917,500
- Grants made (2024)
- 10
- Average grant
- $91,750
- Median grant
- $10,000
- Total assets
- $4,432,270
- Primary geography
- Ohio (65% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Caldwell Family Foundation funds
By grant dollars, the top recipient states for Caldwell Family Foundation's 10 itemized 2024 grants were Ohio (65%) and Alabama (28%). The most frequent recipient cities were Houston, TX (3 grants) and College Station, TX (2 grants). None of its 10 grants with a stated purpose were described as general or operating support.
How Caldwell Family Foundation gives
- 20% of 2024 grantees were also funded in 2023. Method
- Giving grew 7546% from 2021 to 2024. Method
- In 2024 it paid out 440% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Caldwell Family Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.4M
-5.1% YoY
Annual Giving
$918K
+3.8% YoY
Grant Count
10
-44.4% YoY
Avg Grant Size
$92K
+86.8% YoY
Under IRS private-foundation payout rules, Caldwell Family Foundation reported a distributable amount of $210K for 2024 — the minimum it must pay out in qualifying distributions.
About Caldwell Family Foundation
Based on IRS filings
Caldwell Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Cypress, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 10 grants totaling $918K. Net investment income was $212K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,432,270 | $4,668,794 | $3,294,722 |
| Revenue | $694,232 | $2,259,401 | $1,602,626 |
| Expenses | $925,756 | $885,330 | $264,319 |
| Qualifying Distributions | $921,628 | $884,800 | $261,487 |
| Net Investment Income | $212,291 | $166,811 | $16,749 |
| Distributable Amount | $209,526 | $163,155 | $145,302 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Fidelity Charitable ($600,000), JH Adventures ($250,000), Texas A&M University - Real Estate Excellence Fund ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FIDELITY CHARITABLE Cincinnati, OH | DONATION TO SUPPORT GRANT MAKING TO CHARITABLE CAUSES. | $600,000 |
| JH ADVENTURES Birmingham, AL | To discover your life purpose, strengthen your relationships with God and family, and develop your personal values. | $250,000 |
| Texas A&M University - Real Estate Excellence Fund College Station, TX | To build a brighter future and to support the construction of a new graduate education building in the Mays Business Education Complex (BEC) at Texas A&M University. | $25,000 |
| Positive Coaching Alliance Oakland, CA | TO PROVIDE SCHOLARSHIPS AND PROGRAMMING FOR UNDERSERVED YOUTH IN ARIZONA, HAWAII, AND THE SAN FRANCISCO BAY AREA THAT CANNOT AFFORD PCA PROGRAMMING | $10,000 |
| UniteUS Inc Auburn, AL | To find community and discipleship through connection to local ministries and the local church. | $10,000 |
| 12th Man Foundation College Station, TX | To fund scholarships, programs and facilities in support of championship athletics. | $10,000 |
| The Gathering San Mateo, CA | TO SUPPORT EDUCATION AND ENCOURAGEMENT OF CHRISTIAN PHILANTHROPY. | $5,500 |
| Sky High for Kids Houston, TX | To bring communities together to provide comfort, fund research and save lives of those fighting pediatric cancer and other life-threatening conditions. | $4,000 |
| Halo House Foundation Houston, TX | To support blood cancer patients while they are on their journey of healing and to provide a tranquil respite for patients, as well as their families and caregivers during an incredibly challenging time of their lives. | $2,500 |
| Triple Crown Cancer Foundation Houston, TX | To support young baseball players who face the daily challenges of cancer and still want to hold on to the dream of continuing to play baseball. | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Susan Caldwell | President & Director | 0.5 | — |
| Amanda Grace Morris | Secretary & Director | 0.5 | — |
| Lindsey Caldwell McConathy | Treasurer & Director | 0.5 | — |
| Fred Caldwell | Director | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Caldwell Family Foundation?
Caldwell Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Cypress, TX. It holds $4.4M in total assets as of 2024.
How large is Caldwell Family Foundation?
As of 2024, Caldwell Family Foundation holds $4.4M in total assets with $694K in annual revenue. It awarded 10 grants totaling $918K in 2024.
Where does Caldwell Family Foundation operate?
Caldwell Family Foundation has awarded grants in Alabama, California, Colorado, Indiana, Kansas, Missouri, Ohio, Texas.
What size grants does Caldwell Family Foundation award?
In 2024, Caldwell Family Foundation awarded 10 grants totaling $918K — an average of about $92K per grant, based on its IRS Form 990 filings.
How much is Caldwell Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Caldwell Family Foundation reported a distributable amount of $210K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Caldwell Family Foundation's EIN?
Caldwell Family Foundation's EIN (Employer Identification Number) is 30-1205219. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.