Caldwell Foundation

GLOUCESTER, MA EIN: 04-6902006

Caldwell Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLOUCESTER, MA. IRS filing data is available for 2020. As of 2020, the organization holds $378K in total assets. In 2020, it awarded 12 grants totaling $156K. Net investment income was $7K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

$378K

Annual Giving

$156K

Grant Count

12

Avg Grant Size

$13K

About Caldwell Foundation

Based on IRS filings

Caldwell Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLOUCESTER, MA. IRS filing data is available for 2020. As of 2020, the organization holds $378K in total assets. In 2020, it awarded 12 grants totaling $156K. Net investment income was $7K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

EssexFalmouthGloucesterRockport

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$45K$91K$136K$182K2020
Metric2020
Total Assets$377,865
Revenue$-59,655
Expenses$165,232
Qualifying Distributions
Net Investment Income$7,351
Distributable Amount$22,151

Giving Over Time

Total grant dollars and number of grants per year

$0$39K$78K$117K$156K12 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2020

ROCKPORT MUSIC$25KWOODWELL CLIMATE RESEARC…$25KGLOUCESTER MEETING HOUSE$25KYMCA OF THE NORTH SHORE$20KADDISON GILBERT HOSPITAL$10KPATHWAYS FOR CHILDREN$10KESSEX COUNTY COMM FDTN$10KGLOUCESTER MARINE GEONOM…$10KESSEX COUNTY GREENBELT$10KCAPE ANN MUSEUM$5K

Grant Size Distribution

12 grants across all recorded years

12<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
SUSAN J GRAYTrustee1
ROBERT G STEWARTTrustee5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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