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
Under IRS private-foundation payout rules, Caldwell Foundation reported a distributable amount of $22K for 2020 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2020
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2020 grants, the largest include Rockport Music ($25,000), Woodwell Climate Research Center ($25,000), Gloucester Meeting House ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CAPE ANN MUSEUM GLOUCESTER, MA | contribution | $5,000 |
| ADDISON GILBERT HOSPITAL GLOUCESTER, MA | contribution | $10,000 |
| PATHWAYS FOR CHILDREN GLOUCESTER, MA | contribution | $10,000 |
| WELLSPRING HOUSE GLOUCESTER, MA | contribution | $5,000 |
| ESSEX COUNTY COMM FDTN GLOUCESTER, MA | contribution | $10,000 |
| GLOUCESTER STAGE CO GLOUCESTER, MA | contribution | $1,000 |
| GLOUCESTER MARINE GEONOMICS FDTN GLOUCESTER, MA | contribution | $10,000 |
| ROCKPORT MUSIC ROCKPORT, MA | contribution | $25,000 |
| YMCA OF THE NORTH SHORE GLOUCESTER, MA | contribution | $20,000 |
| WOODWELL CLIMATE RESEARCH CENTER FALMOUTH, MA | contribution | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2020 IRS filing
From 2020 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN J GRAY | Trustee | 1 | — |
| ROBERT G STEWART | Trustee | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Caldwell Foundation?
Caldwell Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in GLOUCESTER, MA. It holds $378K in total assets as of 2020.
How large is Caldwell Foundation?
As of 2020, Caldwell Foundation holds $378K in total assets with $-59,655 in annual revenue. It awarded 12 grants totaling $156K in 2020.
Where does Caldwell Foundation operate?
Caldwell Foundation has awarded grants in Massachusetts.
What size grants does Caldwell Foundation award?
In 2020, Caldwell Foundation awarded 12 grants totaling $156K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Caldwell Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Caldwell Foundation reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Caldwell Foundation's EIN?
Caldwell Foundation's EIN (Employer Identification Number) is 04-6902006. IRS Form 990 filing data is available on this page for 2020.
Explore Open Grants
Browse active grant opportunities in Caldwell Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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