Caldwell Jane K Perpchartw XXXXX2006
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Red Cross-Louisville Chapter Washington, DC | General | $7,662 |
| Salvation Army Louisville, KY | General | $7,662 |
| Volunteers of America Louisville, KY | General | $7,662 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- 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
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.
Here's the math on researching Caldwell Jane K Perpchartw XXXXX2006 by hand.
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