Philip and Betsey C Caldwell Foundation
Philip and Betsey C Caldwell Foundation is a private foundation, based in NEW CANAAN, CT. IRS filing data is available for 2020. In 2020, it awarded 2 grants totaling $1.5M.
Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$1.5M
Grant Count
2
Avg Grant Size
$766K
Under IRS private-foundation payout rules, Philip and Betsey C Caldwell Foundation reported a distributable amount of $37K for 2020 — the minimum it must pay out in qualifying distributions.
About Philip and Betsey C Caldwell Foundation
Based on IRS filings
Philip and Betsey C Caldwell Foundation is a private foundation, based in NEW CANAAN, CT. IRS filing data is available for 2020. In 2020, it awarded 2 grants totaling $1.5M.
Ready to take the next step with Philip and Betsey C Caldwell Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Total Assets | — |
| Revenue | $-116,008 |
| Expenses | $1,671,319 |
| Qualifying Distributions | — |
| Net Investment Income | — |
| Distributable Amount | $37,375 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2020
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2020 grants, the largest include Fidelity Charitable Gift Fund Desiree Caldwell and William Armitage Fund ($808,936), Fidelity Charitable Gift Fund Caldwell Family Fund ($723,936).
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Gift Fund Desiree Caldwell and William Armitage Fund Boston, MA | Liquidating distribution | $808,936 |
| Fidelity Charitable Gift Fund Caldwell Family Fund Boston, MA | Liquidating distribution | $723,936 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2020 IRS filing
From 2020 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lawrence C Caldwell | Director | — | — |
| Desiree C Armitage | Director | — | — |
Frequently Asked Questions
Where does Philip and Betsey C Caldwell Foundation operate?
Philip and Betsey C Caldwell Foundation has awarded grants in Massachusetts.
What size grants does Philip and Betsey C Caldwell Foundation award?
In 2020, Philip and Betsey C Caldwell Foundation awarded 2 grants totaling $1.5M — an average of about $766K per grant, based on its IRS Form 990 filings.
How much is Philip and Betsey C Caldwell Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Philip and Betsey C Caldwell Foundation reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Philip and Betsey C Caldwell Foundation's EIN?
Philip and Betsey C Caldwell Foundation's EIN (Employer Identification Number) is 06-1164130. IRS Form 990 filing data is available on this page for 2020.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.