Caldwell Jane K Perpchartw XXXXX2006

Private foundation · Grantmaker Chicago, IL EIN: 61-6215681

Caldwell Jane K Perpchartw XXXXX2006 is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $405K in total assets. In 2025, it awarded 3 grants totaling $23K. Net investment income was $31K.

Key facts about Caldwell Jane K Perpchartw XXXXX2006

In short: Caldwell Jane K Perpchartw XXXXX2006 gave $23K across 3 grants in 2025 (avg $8K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.

EIN
61-6215681
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$22,986
Grants made (2025)
3
Average grant
$7,662
Median grant
$7,662
Total assets
$405,136
Primary geography
Kentucky (67% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$405K

+1.1% YoY

Annual Giving

$23K

+6.4% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$8K

+6.4% YoY

Under IRS private-foundation payout rules, Caldwell Jane K Perpchartw XXXXX2006 reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.

How Caldwell Jane K Perpchartw XXXXX2006 gives

  • Giving fell 29% from 2022 to 2025. Method
  • In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Your AI grants department

Ready to take the next step with Caldwell Jane K Perpchartw XXXXX2006?

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

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

LouisvilleWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $22K (2024) to $32K (2022). In 2025 it made 3 grants totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

American Red Cross-Louisville Chapter: $8KAmerican Red Cross-LouisvilleChapter$8KSalvation Army: $8KSalvation Army$8KVolunteers of America: $8KVolunteers of America$8K

The largest 2025 recipient was American Red Cross-Louisville Chapter ($8K). Together the top 3 received $23K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Red Cross-Louisville Chapter Washington, DCGeneral$7,662
Salvation Army Louisville, KYGeneral$7,662
Volunteers of America Louisville, KYGeneral$7,662

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$405,136$400,908$400,203
Revenue$37,503$32,761$20,362
Expenses$33,351$31,067$31,343
Qualifying Distributions$26,099$24,539$25,300
Net Investment Income$30,813$26,434$12,255
Distributable Amount$27,835$25,916$24,314

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Caldwell Jane K Perpchartw XXXXX2006's only listed officer is JP Morgan Chase Bank N A, Trustee on the 2021 filing (compensated).

Officers on the 2021 filing

The latest filing that lists officers: our copy of the 2022–2025 filings list none.

  • JP Morgan Chase Bank N A

    Trustee

    New on the 2021 filing

    2 hrs/week

    $10K (2021)

Data from IRS Form 990 filings, 2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2021 IRS filing

JP Morgan Chase Bank N a — Trustee: $10KJP Morgan Chase Bank N aTrustee$10K

The highest reported compensation on the 2021 filing was $10K, to JP Morgan Chase Bank N a (Trustee).

Frequently asked questions about Caldwell Jane K Perpchartw XXXXX2006

How much does Caldwell Jane K Perpchartw XXXXX2006 give each year?

Caldwell Jane K Perpchartw XXXXX2006 gave $23K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 3 grants.

What is Caldwell Jane K Perpchartw XXXXX2006's typical grant size?

Caldwell Jane K Perpchartw XXXXX2006's median grant in 2025 was $7,662, and its average grant was $7,662, across 3 grants on its 2025 IRS Form 990-PF.

Where does Caldwell Jane K Perpchartw XXXXX2006 give grants?

Caldwell Jane K Perpchartw XXXXX2006 gives mostly in Kentucky: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (33%). The most frequent recipient cities were Louisville, KY (2 grants).

Does Caldwell Jane K Perpchartw XXXXX2006 give general operating support?

Yes: 100% of Caldwell Jane K Perpchartw XXXXX2006's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Caldwell Jane K Perpchartw XXXXX2006?

Caldwell Jane K Perpchartw XXXXX2006 reported $405K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Caldwell Jane K Perpchartw XXXXX2006's EIN?

Caldwell Jane K Perpchartw XXXXX2006's EIN (Employer Identification Number) is 61-6215681. IRS Form 990 filing data is available on this page for 2019–2025.

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

Your AI grants department

Here's the math on researching Caldwell Jane K Perpchartw XXXXX2006 by hand.

Explore Open Grants

Browse active grant opportunities in Caldwell Jane K Perpchartw XXXXX2006's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Our Little Light Foundation

Roseville, CA

Our Little Light Foundation supports programs promoting the health, well-being, and education of children, youth, and families, primarily in California and occasionally beyond. Its 2025 grants ranged from $5,000 to $100,000, with a median of $20,000. It provides application forms for new and returning applicants, so unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

—

Grants

18

Total Given

$631K

Ima Foundation

Wichita, KS

Assets

$11.4M

Grants

602

Total Given

$831K

First Family Foundation of NW Louisiana Inc

Chicago, IL

The foundation supports community, cultural, social-service, education, and sports organizations in northwest Louisiana and southern Arkansas; all its 2024 grants went to Louisiana recipients. In 2024, it awarded 10 grants of $3,000–$27,000, with a median of $12,500. It states that it does not restrict giving to preselected organizations, but does not say whether it accepts unsolicited requests.

Assets

$2.0M

Grants

10

Total Given

$135K

Oceanfirst Foundation

Toms River, NJ

OceanFirst Foundation funds nonprofits working in economic stability, youth development, health and wellness, housing, education, and community quality of life, including scholarships, summer camps, and flexible support. It serves communities in OceanFirst Bank’s New Jersey footprint; 2025 grants ranged from $50 to $55,000, with a median of $2,200. It accepts unsolicited requests, and deadlines vary by program.

Philanthropy, Voluntarism & Grantmaking

Assets

$6.1M

Grants

425

Total Given

$1.6M

The Nell J Redfield Foundation

Reno, NV

The Nell J. Redfield Foundation supports healthcare, education, medical research, and services for children, women, older adults, and people experiencing homelessness, generally through qualified 501(c)(3) organizations in Washoe County, Nevada. Its 2025 grants ranged from $4,492 to $500,000, with a median of $20,000. It accepts written applications; they must arrive at least 10 business days before a quarterly board meeting.

Philanthropy, Voluntarism & Grantmaking

Assets

$71.9M

Grants

106

Total Given

$4.7M

Credit Suisse Americas Foundation

New York, NY

Before dissolving on October 16, 2024, Credit Suisse Americas Foundation made general operating grants, with its 2024 awards ranging from $6,954 to $811,880. Nearly all 2024 grant dollars went to organizations in Pennsylvania, with 1% going to Illinois; it accepted written proposals with an IRS determination letter, with deadlines of February 15 and August 15.

Philanthropy, Voluntarism & Grantmaking

Assets

—

Grants

2

Total Given

$819K

The E L Cord Foundation

Reno, NV

The E.L. Cord Foundation supports education and literacy, children and youth, arts and culture, science, and charitable activities, primarily in Northern Nevada and Nevada’s rural counties. Its 2024 grants ranged from $3,500 to $830,000, with a median of $20,000. It accepts applications by mail year-round.

Assets

—

Grants

90

Total Given

$3.6M

Madge M & Joseph T Mohar Charitable

Denver, CO

Assets

—

Grants

8

Total Given

$155K

United Way of Greater Rochester and the Finger Lakes Inc

Rochester, NY

United Way of Greater Rochester and the Finger Lakes funds health and human services, with a focus on youth opportunity, financial security, health, and community resilience. Its 2025 grants ranged from $5,001 to $871,769, with a median of $14,866; funding serves Genesee, Livingston, Monroe, Ontario, Wayne, and Wyoming counties in New York. The profile describes specific grant opportunities and application periods but does not state whether unsolicited requests are accepted.

Assets

$183.2M

Grants

329

Total Given

$18.1M

The Whittenburg Foundation

Salt Lake City, UT

Assets

$172K

Grants

4

Total Given

$4K

King Family Foundation

Portland, OR

The King Family Foundation funds charitable organizations working in areas including education, food assistance, and support for children and families, with most of its giving in Oregon. Its 2025 grants ranged from $250 to $20,000, with a median of $1,000. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$328K

Grants

22

Total Given

$48K

The Chicago Community Trust

Chicago, IL

The Chicago Community Trust funds nonprofits addressing economic mobility, wealth gaps, and urgent community needs, with priorities including homeownership, small businesses, education, quality jobs, and investment in underinvested communities. Its 2025 itemized grants had a median of $26,500, though awards vary widely; grants generally benefit Chicago-region residents, and the Trust directs applicants to open opportunities but does not state whether it accepts unsolicited requests.

Assets

$7.1B

Grants

4,316

Total Given

$1.2B

More Funders in Illinois

Caldwell Jane K Perpchartw XXXXX2006 down — hundreds of funders to go?

Want AI to do this for you?