James J & Helen M McCaffery Charitable Foundation Trust

Foundation · Grantmaker Colorado Springs, CO EIN: 45-3999774

The James J & Helen M McCaffery Charitable Foundation Trust is a private foundation based in Colorado Springs, Colorado. Its 2024 grants supported charitable organizations working in areas including animal care, international assistance, medical care, arts, education, environmental preservation, and historical preservation.

Key facts about James J & Helen M McCaffery Charitable Foundation Trust

In short: James J & Helen M McCaffery Charitable Foundation Trust gave $360K across 42 grants in 2024 (avg $9K), top state Colorado. 31% of 2024 grantees were new. Source: 2024 IRS Form 990 filing.

EIN
45-3999774
Latest 990 filing
Form 990 filing, 2024
Annual giving (2024)
$360,000
Grants made (2024)
42
Average grant
$8,571
Median grant
$4,000
New grantees (estimate)
31% first-time grantees (13 of 42, 2024)
Primary geography
Colorado (33% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990 filing, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990 filing · View filing

Total Assets

—

Annual Giving

$360K

+30.1% YoY

Grant Count

42

+31.3% YoY

Avg Grant Size

$9K

-0.8% YoY

Is James J & Helen M McCaffery Charitable Foundation Trust open to new grantees?

31%

first-time grantees, 2024

In 2024, 13 of 42 grantees (31%) were first-time recipients. First grants averaged $10K; repeat grants $8K. How we count

Medians: $4K first-time, $4K repeat.

  • 52% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+20%). Method

Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants show support for organizations with varied missions. For example, the Humane Society of the Pikes Peak Region says it offers compassionate animal care, supports safe communities, and provides socially conscious sheltering. The Ann Arbor Film Festival says it promotes visionary filmmakers and engages communities with cinematic experiences. Earthjustice describes its work as using law and partnerships to protect health, places, and wildlife, advance clean energy, and combat climate change.

Other 2024 recipients include the Colorado Springs Pioneers Museum, which says it preserves and shares the region’s cultural history, and Allied Media Projects, which says it cultivates media strategies for a more just, creative, and collaborative world.

Grantmaking

In 2024, the foundation gave $360,000 through 42 grants. Grants ranged from $500 to $55,000, with a median grant of $4,000. Among the largest grants were $55,000 to the Humane Society of the Pikes Peak Region, $40,000 to USA for UNHCR, $30,000 to Doctors Without Borders, and $30,000 to United Palestinian Appeal.

Your AI grants department

Ready to take the next step with James J & Helen M McCaffery Charitable Foundation Trust?

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

Geographic Focus

Where this funder awards grants

In 2024, the largest shares of grant dollars went to recipients in Colorado (33%), Washington, DC (22%), Michigan (11%), New York (11%), and California (9%).

Grant Distribution by State

17states

Share of all 42 itemized 2024 grant dollars.

Cities

Colorado SpringsWashingtonDetroitNew YorkAlbuquerqueAtlantaDenverLincolnPortlandSalt Lake CityWarrentonAnn ArborDivideHelenaLa PuenteSan FranciscoTucsonKansas CityLindaleLos Angeles

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K38 grants202037 grants202137 grants202232 grants202342 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Humane Society of the Pikes Peak Region: $55KHumane Society of the PikesPeak Region$55KUSA for Unhcr: $40KUSA for Unhcr$40KDoctors Without Borders: $30KDoctors Without Borders$30KUnited Palestinian Appeal: $30KUnited Palestinian Appeal$30KAnn Arbor Film Festival: $20KAnn Arbor Film Festival$20KEarthjustice: $18KEarthjustice$18KTrampled Rose: $17KTrampled Rose$17KColorado Springs Pioneers Museum: $15KColorado Springs PioneersMuseum$15KAllied Media Projects: $10KAllied Media Projects$10KBoggs Education Center: $10KBoggs Education Center$10K

Grant Size Distribution

186 grants across all recorded years

182<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
HUMANE SOCIETY OF THE PIKES PEAK REGION Colorado Springs, COANIMAL CARE$55,000
USA FOR UNHCR Washington, DCINTERNATIONAL ASSISTANCE$40,000
DOCTORS WITHOUT BORDERS New York, NYMEDICAL CARE$30,000
UNITED PALESTINIAN APPEAL Washington, DCINTERNATIONAL ASSISTANCE$30,000
ANN ARBOR FILM FESTIVAL Ann Arbor, MIARTS PROMOTION$20,000
EARTHJUSTICE San Francisco, CAENVIRONMENTAL PRESERVATION$18,000
TRAMPLED ROSE Colorado Springs, COEDUCATION$17,000
COLORADO SPRINGS PIONEERS MUSEUM Colorado Springs, COHISTORICAL PRESERVATION$15,000
ALLIED MEDIA PROJECTS Detroit, MIYOUTH EDUCATION$10,000
BOGGS EDUCATION CENTER Detroit, MIARTS EDUCATION$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2024 $360,000 42
2023 $276,630 32
2022 $291,900 37
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.5$1$1.520202021202220232024
Metric202420232022
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

Nathaniel Peters is listed as trustee on the 2024 filing.

James J & Helen M McCaffery Charitable Foundation Trust is led by Nathaniel Peters, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2024 filing

  • Nathaniel Peters

    Trustee

    On filings since 2020

    10 hrs/week

    $37K (2020) → $73K (2024)

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.

Compensation Overview

From 2024 IRS filing

Nathaniel Peters — Trustee: $73KNathaniel PetersTrustee$73K

Contact

Mailing address: PO Box 1060, Colorado Springs, CO 80901
Phone: (248) 701-8792

Frequently asked questions about James J & Helen M McCaffery Charitable Foundation Trust

How much does James J & Helen M McCaffery Charitable Foundation Trust give each year?

James J & Helen M McCaffery Charitable Foundation Trust gave $360K across 42 grants in 2024, according to its 2024 IRS Form 990 filing. In 2023 it gave $277K across 32 grants.

What is James J & Helen M McCaffery Charitable Foundation Trust's typical grant size?

James J & Helen M McCaffery Charitable Foundation Trust's median grant in 2024 was $4,000, and its average grant was $8,571, across 42 grants on its 2024 IRS Form 990 filing. Organizations receiving their first grant from James J & Helen M McCaffery Charitable Foundation Trust that year got $10K on average.

Where does James J & Helen M McCaffery Charitable Foundation Trust give grants?

James J & Helen M McCaffery Charitable Foundation Trust's top state is Colorado, with 33% of the grant dollars itemized on its 2024 IRS Form 990 filing. The next largest states were District of Columbia (22%) and Michigan (11%). The most frequent recipient cities were Colorado Springs, CO (12 grants), Washington, DC (5 grants), New York, NY (3 grants) and Detroit, MI (2 grants).

Does James J & Helen M McCaffery Charitable Foundation Trust give general operating support?

Not in 2024: none of the 42 grants with a stated purpose on James J & Helen M McCaffery Charitable Foundation Trust's 2024 IRS Form 990 filing were described as general or operating support. Recurring purposes include "Natural Resource Preservation" (5 grants), "Animal Care" (3 grants) and "Homeless Assistance" (3 grants).

Who are James J & Helen M McCaffery Charitable Foundation Trust's largest grantees?

James J & Helen M McCaffery Charitable Foundation Trust's largest 2024 grantees include Humane Society of the Pikes Peak Region ($55,000), USA for Unhcr ($40,000) and Doctors Without Borders ($30,000), according to its 2024 IRS Form 990 filing. Together they received 35% of its itemized 2024 grant dollars.

What does James J & Helen M McCaffery Charitable Foundation Trust fund?

No mission statement for the foundation is provided. Its 2024 grants show support for organizations with varied missions. For example, the Humane Society of the Pikes Peak Region says it offers compassionate animal care, supports safe communities, and provides socially conscious sheltering. The Ann Arbor Film Festival says it promotes visionary filmmakers and engages communities with cinematic experiences. Earthjustice describes its work as using law and partnerships to protect health, places, …

How do I apply for a grant from James J & Helen M McCaffery Charitable Foundation Trust?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is James J & Helen M McCaffery Charitable Foundation Trust's EIN?

James J & Helen M McCaffery Charitable Foundation Trust's EIN (Employer Identification Number) is 45-3999774. IRS Form 990 filing data is available on this page for 2020–2024.

Does James J & Helen M McCaffery Charitable Foundation Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

Your AI grants department

Here's the math on researching James J & Helen M McCaffery Charitable Foundation Trust by hand.

Explore Open Grants

Browse active grant opportunities in James J & Helen M McCaffery Charitable Foundation Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

The John T & Theresa D Cederholm

Marion, MA

The foundation supports organizations working in conservation, wildlife, parks, agriculture, housing, and related areas, with much of its giving in Massachusetts and some grants elsewhere. In 2023, grants ranged from $50 to $10,000, with a median of $250. It does not limit giving to preselected organizations; the filing asks applicants to describe the request and use of funds.

Philanthropy, Voluntarism & Grantmaking

Assets

$426K

Grants

46

Total Given

$30K

Aetna Foundation Inc

Hartford, CT

Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.

Assets

$16.6M

Grants

65

Total Given

$7.2M

Robert a & Gloria Sherman

Hubbard, OH

The Hubbard, Ohio-based foundation supports a varied mix of causes, including animal rescue, humanitarian aid, health, conservation, and local assistance, with reported grants typically ranging from $100 to $400. Its listed grantees are based in several states, and it does not accept unsolicited requests, giving only to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$10K

Grants

29

Total Given

$13K

Bristol-Myers Squibb Foundation Inc

Princeton, NJ

The Bristol-Myers Squibb Foundation supports health-access initiatives for disproportionately affected populations, including cancer, blood disorders, brain health, and clinical-trial participation, in the United States and internationally. In 2024, its median grant was $134,090, though awards varied widely; it says application materials are available upon request and advises organizations to contact it about the process, but does not state whether unsolicited requests are accepted.

Assets

$83.3M

Grants

144

Total Given

$67.7M

PC Fund for Animals Charitable Tr

Jackson, WY

The foundation funds animal-related causes, including adoption and sanctuaries, animal protection, and farm-animal welfare, with grants to organizations across multiple states. In 2024, its 97 grants ranged from $13 to $25,142, with a median of $3,090. It gives only to preselected charitable organizations and does not accept unsolicited requests.

Assets

$3.0M

Grants

97

Total Given

$386K

Dr Daniel C Hartnett Family Foundation

Long Lake, MN

The foundation supports charitable organizations in areas including wildlife rehabilitation, health care, food assistance, conservation, arts, local history, and community services, with most grant dollars going to Minnesota. Its 2024 grants ranged from $100 to $5,000, with a median of $100; it funds preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.4M

Grants

69

Total Given

$22K

Carroll Petrie Foundation

Santa Fe, NM

The Carroll Petrie Foundation funds animal welfare and humane treatment, wildlife protection, habitat conservation, and related environmental work, with a focus on New Mexico and the Southwest. Its 2024 grants ranged from $2,000 to $3,862,500, with a median of $50,000. It funds preselected organizations by invitation only and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$320.6M

Grants

115

Total Given

$14.2M

Ge Aerospace Foundation

Norwalk, CT

The GE Aerospace Foundation supports engineering education, workforce development, military and veterans causes, and disaster relief in communities where GE Aerospace employees live and work around the world. Its 2024 grants ranged from $10 to nearly $6 million, with a median of $429; it does not accept unsolicited requests.

Assets

$22.5M

Grants

2,467

Total Given

$15.3M

Marin Community Foundation

Novato, CA

Marin Community Foundation funds equity-focused work, including affordable housing, homelessness, community resilience and power, and arts; its Buck Family Fund supports organizations serving Marin County, including those based elsewhere. Its 2025 grants had a median of $25,000 and ranged from $5,050 to $10 million; the profile does not state whether it accepts unsolicited requests.

Assets

$1.3B

Grants

1,573

Total Given

$186.1M

Tides Foundation

San Francisco, CA

Tides Foundation funds community-led organizations advancing equity and justice, including work on health, climate, gender equity, democracy, and immigrant communities. Its 2024 grants had a median of $50,000, though amounts varied widely, and it funds eligible organizations in the U.S. and abroad, with the most grant dollars going to California, New York, and Washington, D.C. Some programs are open or invitation-only; the Advancing Girls Fund is listed as open, but the profile does not state a general policy on unsolicited grant requests.

Assets

$534.5M

Grants

2,110

Total Given

$382.1M

American Express Foundation

New York, NY

American Express Foundation supports nonprofits working on small-business recovery, disaster relief, education and workforce development, leadership, and community needs, with grants to organizations in the U.S. and internationally. Giving varies widely: 2024 grants ranged from $1 to $3.45 million, with a median of $40. The filing lists application materials but does not say whether unsolicited requests are accepted.

Assets

$48.9M

Grants

1,495

Total Given

$23.2M

Boston Foundation Inc

Boston, MA

The Boston Foundation funds equity-focused work in child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer awards from up to $15,000 to $50,000; it accepts applications through some competitive initiatives, but whether it accepts unsolicited requests generally is not stated.

Assets

$2.1B

Grants

2,375

Total Given

$228.4M

More Funders in Colorado

James J & Helen M McCaffery Charitable Foundation Trust down — hundreds of funders to go?

Want AI to do this for you?