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 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 4 grants totaling $272K. Net investment income was $21K.
David and Patricia Caldwell Foundation at a glance
In short: David and Patricia Caldwell Foundation gave $272K across 4 grants in 2024 (avg $68K), mostly in District of Columbia. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $272,000
- +394.5% vs 2023
- Grants made (2024)
- 4
- +0.0% vs 2023
- Average grant
- $68,000
- +394.5% vs 2023
- Median grant
- $26,000
- Total assets
- $1,191,351
- +18.3% vs 2023
- Primary geography
- District of Columbia (77% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who David and Patricia Caldwell Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Heritage Foundation ($210K). Together the top 4 received $272K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 16 grants of 20 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
How David and Patricia Caldwell Foundation gives
- Giving grew 109% from 2021 to 2024. Method
- In 2024 it paid out 515% 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 2024, annual grant giving ranged from $55K (2023) to $272K (2024). In 2024 it made 4 grants totaling $272K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heritage Foundation Washington, DC | Education | $210,000 |
| Hillsdale College Hillsdale, MI | Education | $42,000 |
| Young America's Foundation Reston, VA | Education | $10,000 |
| Intercollegiate Studies Institute Wilmington, DE | Education | $10,000 |
Ready to take the next step with David and Patricia Caldwell Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 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 $53K for 2024 — 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 2024 report compensation.
Officers on the 2024 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, 2020–2024. "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 $272K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $55K across 4 grants.
What is David and Patricia Caldwell Foundation's typical grant size?
David and Patricia Caldwell Foundation's median grant in 2024 was $26,000, and its average grant was $68,000, across 4 grants on its 2024 IRS Form 990-PF.
Where does David and Patricia Caldwell Foundation give grants?
David and Patricia Caldwell Foundation gives mostly in District of Columbia: 77% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Michigan (15%).
Does David and Patricia Caldwell Foundation give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on David and Patricia Caldwell Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (4 grants).
How large is David and Patricia Caldwell Foundation?
David and Patricia Caldwell Foundation reported $1.2M in total assets on its 2024 IRS Form 990-PF. It paid out $272K in qualifying distributions that year, against a required minimum of $53K (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 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- 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
Explore Open Grants
Browse active grant opportunities in David and Patricia Caldwell Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Missouri
Adolph Coors Foundation
Denver, CO
The Adolph Coors Foundation funds youth development, adult job training and economic opportunity, and public policy aligned with self-reliance and personal responsibility, primarily in Colorado, with special consideration for rural areas; it considers out-of-state requests in public policy. Its 2025 grants ranged from $4,500 to $500,000, with a median of $40,000; it does not accept letters of inquiry, but uses an online application process.
Assets
$204.0M
Grants
128
Total Given
$10.3M
John and Cree Marshall Foundation
Naples, FL
The foundation’s grants have supported education, youth outreach, legal advocacy, political education, government-spending research, and international poverty alleviation; its 2023 giving totaled $67,000 across 18 grants, but the examples do not establish a typical award size. It is based in Naples, Florida, and listed grantees span several states and Washington, DC, with no stated geographic restriction. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$243K
Grants
18
Total Given
$67K
Herbold Foundation
Phoenix, AZ
The Phoenix-based Herbold Foundation supports universities and other charitable organizations, including student scholarships and general operating support, with grants across multiple states and the largest shares going to Arizona, Washington, Virginia, Ohio, and Indiana. In 2025, grants ranged from $2,000 to $80,000, with a median of $13,500. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$9.6M
Grants
24
Total Given
$715K
Diana Davis Spencer Foundation Inc
Bethesda, MD
The Diana Davis Spencer Foundation funds national security, public policy, education, entrepreneurship, and other areas including health, arts, and environmental preservation, with much of its 2024 giving going to organizations in Virginia and Washington, D.C. Its 2024 grants ranged from $5,000 to $5 million, with a median of $187,500. It does not accept unsolicited requests; grants are by invitation only.
Assets
$1.3B
Grants
138
Total Given
$79.9M
Geary Rimmer Vincent Wolf Foundation
Naples, FL
The Geary Rimmer Vincent Wolf Foundation supports organizations in areas including education, human services, health research, and agriculture, with grants across multiple states; in 2025, awards ranged from $50 to $25,000, with a median of $5,000. Its largest shares of grants went to Illinois, Kentucky, Virginia, Florida, and Wisconsin. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$5.5M
Grants
48
Total Given
$324K
The Legett Foundation
Abilene, TX
The Legett Foundation supports Texas tax-exempt organizations across community projects, health care, education, and human services. Its 2024 grants ranged from $300 to $2.5 million, with a median of $10,000. It says it does not limit giving to preselected organizations and requires written applications.
Assets
$111.6M
Grants
136
Total Given
$12.6M
More similar funders
More Funders in Missouri
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from David and Patricia Caldwell Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
David and Patricia Caldwell Foundation down — hundreds of funders to go?