David and Patricia Caldwell Foundation
David and Patricia Caldwell Foundation is a private foundation, based in Creve Coeur, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 5 grants totaling $340K. Net investment income was $41K.
David and Patricia Caldwell Foundation at a glance
In short: David and Patricia Caldwell Foundation gave $340K across 5 grants in 2025 (avg $68K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $340,000
- +25.0% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $68,000
- +0.0% vs 2024
- Median grant
- $10,000
- Total assets
- $1,237,191
- +3.8% vs 2024
- Primary geography
- District of Columbia (88% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who David and Patricia Caldwell Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Heritage Foundation ($300K). Together the top 5 received $340K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 17 grants of 21 (81%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How David and Patricia Caldwell Foundation gives
- Giving grew 138% from 2022 to 2025. Method
- In 2025 it paid out 575% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $55K (2023) to $340K (2025). In 2025 it made 5 grants totaling $340K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heritage Foundation Washington, DC | Education | $300,000 |
| Young America's Foundation Reston, VA | Education | $10,000 |
| Intercollegiate Studies Institute Wilmington, DE | Education | $10,000 |
| Hillsdale College Hillsdale, MI | Education | $10,000 |
| Jack Miller Center Bala Cynwyd, PA | Education | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,237,191 | $397,053 | $351,213 | $340,000 | 5 | $340,000 | $41,118 | $59,094 |
| 2024 | $1,191,351 | $468,645 | $284,246 | $272,000 | 4 | $272,000 | $21,486 | $52,844 |
| 2023 | $1,006,952 | $44,854 | $64,165 | $55,000 | 4 | $55,000 | $18,462 | $53,078 |
| 2022 | $1,026,263 | $184,407 | $151,784 | $143,000 | 4 | $143,000 | $25,623 | $54,985 |
| 2021 | $993,640 | $178,067 | $138,261 | $130,000 | 4 | $130,000 | $19,799 | $55,399 |
| 2020 | $938,515 | $117,861 | $137,929 | $130,000 | 4 | — | $9,932 | $52,350 |
Under IRS private-foundation payout rules, David and Patricia Caldwell Foundation reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
David and Patricia Caldwell Foundation is led by Charles Willey, President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Charles Willey
President
On filings since 2020
No compensation reported
David W. Caldwell
Chairman
Treasurer → Chairman, 2022
On filings since 2020
No compensation reported
Anne Willey
Secretary
On filings since 2020
No compensation reported
Patricia Caldwell
Vice President
On filings since 2020
No compensation reported
Jay Rinehart
Treasurer
On filings since 2022
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about David and Patricia Caldwell Foundation
How much does David and Patricia Caldwell Foundation give each year?
David and Patricia Caldwell Foundation gave $340K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $272K across 4 grants.
What is David and Patricia Caldwell Foundation's typical grant size?
David and Patricia Caldwell Foundation's median grant in 2025 was $10,000, and its average grant was $68,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does David and Patricia Caldwell Foundation give grants?
David and Patricia Caldwell Foundation gives mostly in District of Columbia: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does David and Patricia Caldwell Foundation give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on David and Patricia Caldwell Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (5 grants).
Who are David and Patricia Caldwell Foundation's largest grantees?
David and Patricia Caldwell Foundation's largest 2025 grantees include Heritage Foundation ($300,000), Young America's Foundation ($10,000) and Intercollegiate Studies Institute ($10,000), according to its 2025 IRS Form 990-PF. Together they received 94% of its itemized 2025 grant dollars.
How large is David and Patricia Caldwell Foundation?
David and Patricia Caldwell Foundation reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $340K in qualifying distributions that year, against a required minimum of $59K (roughly 5% of its investment assets).
What is David and Patricia Caldwell Foundation's EIN?
David and Patricia Caldwell Foundation's EIN (Employer Identification Number) is 46-1499002. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 31, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 27, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- IRS filings on file for fiscal years 2020–2024
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