Co Tuw Anne J Caudal-Charitable

Private foundation · Grantmaker Dallas, TX EIN: 59-7270060

Co Tuw Anne J Caudal-Charitable is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 6 grants totaling $70K. Net investment income was $92K.

Key facts about Co Tuw Anne J Caudal-Charitable

In short: Co Tuw Anne J Caudal-Charitable gave $70K across 6 grants in 2025 (avg $12K), top state New Jersey. Source: 2025 IRS Form 990-PF.

EIN
59-7270060
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$70,000
Grants made (2025)
6
Average grant
$11,667
Median grant
$11,500
Total assets
$1,617,430
Primary geography
New Jersey (44% 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

$1.6M

+0.6% YoY

Annual Giving

$70K

+0.0% YoY

Grant Count

6

+20.0% YoY

Avg Grant Size

$12K

-16.7% YoY

Under IRS private-foundation payout rules, Co Tuw Anne J Caudal-Charitable reported a distributable amount of $87K for 2025 — the minimum it must pay out in qualifying distributions.

How Co Tuw Anne J Caudal-Charitable gives

  • Giving held roughly steady from 2022 to 2025 (−13%). 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

6states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

New YorkTeaneckPatersonCarlisleColorado SpringOrlandoSuccasunnaBridgeportJersey City

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K8 grants2021 8 grants2022 7 grants2023 5 grants2024 6 grants2025

From 2021 to 2025, annual grant giving ranged from $66K (2021) to $80K (2022). In 2025 it made 6 grants totaling $70K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Jewish Family & Children's Services of: $18KJewish Family & Children'sServices of$18KHabitat for Humanity Int'l Inc: $13KHabitat for Humanity Int'l Inc$13KApplied Behavioral Rehab Inst Homes: $13KApplied Behavioral Rehab InstHomes$13KFedcap Rehabilitation Service: $10KFedcap Rehabilitation Service$10KCitymeals-on Wheels: $8KCitymeals-on Wheels$8KCommunity Solutions: $8KCommunity Solutions$8K

The largest 2025 recipient was Jewish Family & Children's Services of ($18K). Together the top 6 received $70K.

Grant Size Distribution

34 grants across all recorded years

34<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 34 grants of 34 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Jewish Family & Children's Services of Teaneck, NJUnrestricted General$18,000
Habitat for Humanity Int'l Inc Paterson, NJUnrestricted General$13,000
Applied Behavioral Rehab Inst Homes Bridgeport, CTUnrestricted General$13,000
Fedcap Rehabilitation Service New York, NYUnrestricted General$10,000
Citymeals-on Wheels New York, NYUnrestricted General$8,000
Community Solutions New York, NYUnrestricted General$8,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,617,430$1,607,724$1,553,342
Revenue$112,048$132,183$-6,215
Expenses$102,723$98,686$108,401
Qualifying Distributions$81,293$80,850$86,191
Net Investment Income$92,226$111,957$26,719
Distributable Amount$86,617$81,732$79,548

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Co Tuw Anne J Caudal-Charitable's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Bank Of America N A

    Co- Trustee

    On filings since 2021

    1 hr/week

    $24K (2021) → $24K (2025)

  • James I. Lowenstein Esq.

    Co-Trustee

    On filings since 2021

    1 hr/week

    $4K (2021) → $4K (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America N a — Co- Trustee: $24KBank of America N aCo- Trustee$24KJames I Lowenstein ESQ — Co-Trustee: $4KJames I Lowenstein ESQCo-Trustee$4K

The highest reported compensation on the 2025 filing was $24K, to Bank of America N a (Co- Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Co Tuw Anne J Caudal-Charitable

How much does Co Tuw Anne J Caudal-Charitable give each year?

Co Tuw Anne J Caudal-Charitable gave $70K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 5 grants.

What is Co Tuw Anne J Caudal-Charitable's typical grant size?

Co Tuw Anne J Caudal-Charitable's median grant in 2025 was $11,500, and its average grant was $11,667, across 6 grants on its 2025 IRS Form 990-PF.

Where does Co Tuw Anne J Caudal-Charitable give grants?

Co Tuw Anne J Caudal-Charitable's top state is New Jersey, with 44% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (37%) and Connecticut (19%). The most frequent recipient cities were New York, NY (3 grants).

Does Co Tuw Anne J Caudal-Charitable give general operating support?

Yes: 100% of Co Tuw Anne J Caudal-Charitable's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Co Tuw Anne J Caudal-Charitable's largest grantees?

Co Tuw Anne J Caudal-Charitable's largest 2025 grantees include Jewish Family & Children's Services of ($18,000), Habitat for Humanity Int'l Inc ($13,000) and Applied Behavioral Rehab Inst Homes ($13,000), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.

How large is Co Tuw Anne J Caudal-Charitable?

Co Tuw Anne J Caudal-Charitable reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $81K in qualifying distributions that year, against a required minimum of $87K (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 Co Tuw Anne J Caudal-Charitable's EIN?

Co Tuw Anne J Caudal-Charitable's EIN (Employer Identification Number) is 59-7270060. IRS Form 990 filing data is available on this page for 2021–2025.

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

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