The Jim and Cheryl Caldwell Foundation Inc
The Jim and Cheryl Caldwell Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEWISVILLE, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $10K in total assets. In 2024, it awarded 8 grants totaling $23K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10K
-16.8% YoY
Annual Giving
$23K
-9.4% YoY
Grant Count
8
+300.0% YoY
Avg Grant Size
$3K
-77.4% YoY
Under IRS private-foundation payout rules, The Jim and Cheryl Caldwell Foundation Inc reported a distributable amount of $531 for 2024 — the minimum it must pay out in qualifying distributions.
About The Jim and Cheryl Caldwell Foundation Inc
Based on IRS filings
The Jim and Cheryl Caldwell Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEWISVILLE, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $10K in total assets. In 2024, it awarded 8 grants totaling $23K.
Focus Areas
Ready to take the next step with The Jim and Cheryl Caldwell Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,188 | $12,248 | $4,547 |
| Revenue | $39,350 | $44,868 | $88,299 |
| Expenses | $41,410 | $37,167 | $101,517 |
| Qualifying Distributions | $41,410 | $11,859 | $101,517 |
| Net Investment Income | — | — | — |
| Distributable Amount | $531 | $542 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pbs Wisconsin ($10,000), Praise Assembly Church Ministries ($7,000), Emmanuel Baptist Church ($4,023).
| Recipient | Purpose | Amount |
|---|---|---|
| TEAM BLAIR Charlotte, NC | BACK TO SCHOOL BACKPACKS AND SCHOOL SUPPLIES | $687 |
| PBS WISCONSIN Madison, WI | SUPPORT FOR SPECIAL PROJECT IN PROGRAMMING | $10,000 |
| KEN CARLSON BOYS AND GIRLS CLUB Winston Salem, NC | CHARLENE CUSTIS LEGACY GOLF TOURNMENT SCHOLARSHIPS | $500 |
| PRAISE ASSEMBLY CHURCH MINISTRIES Winston Salem, NC | SUPPORT OF CHURCH MINISTRIES | $7,000 |
| EMMANUEL BAPTIST CHURCH Beloit, WI | THE LEGACY FOUNDATION GIVING | $4,023 |
| BELOIT MEMORIAL HIGH SCHOOL Beloit, WI | HIGH SCHOOL STUDENTS HBCU TOURS | $300 |
| BAIN ELEMENTARY SCHOOL Charlotte, NC | KIDS FUN RUN | $270 |
| CITIZENS OF THE WORLD Kansas City, MO | PROVIDE EXCELLENT PUBLIC EDUCATION | $138 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES CALDWELL | PRESIDENT | — | — |
| CHERYL CALDWELL | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Jim and Cheryl Caldwell Foundation Inc?
The Jim and Cheryl Caldwell Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEWISVILLE, NC. It holds $10K in total assets as of 2024.
How large is The Jim and Cheryl Caldwell Foundation Inc?
As of 2024, The Jim and Cheryl Caldwell Foundation Inc holds $10K in total assets with $39K in annual revenue. It awarded 8 grants totaling $23K in 2024.
Where does The Jim and Cheryl Caldwell Foundation Inc operate?
The Jim and Cheryl Caldwell Foundation Inc has awarded grants in Missouri, North Carolina, Wisconsin.
What size grants does The Jim and Cheryl Caldwell Foundation Inc award?
In 2024, The Jim and Cheryl Caldwell Foundation Inc awarded 8 grants totaling $23K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Jim and Cheryl Caldwell Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jim and Cheryl Caldwell Foundation Inc reported a distributable amount of $531 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Jim and Cheryl Caldwell Foundation Inc's EIN?
The Jim and Cheryl Caldwell Foundation Inc's EIN (Employer Identification Number) is 27-0691398. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in The Jim and Cheryl Caldwell Foundation Inc's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
The Hillbrook Gkp Iii Foundation Inc
GREENSBORO, NC
Assets
$32K
Grants
1
Total Given
$2K
Rotary Club of Salisbury Charities
SALISBURY, NC
Assets
$39K
Grants
1
Total Given
$50K
Ihope Foundation
GREENSBORO, NC
Assets
$10K
Grants
1
Total Given
$20K
Flow Foundation Inc
WINSTONSALEM, NC
Assets
$395K
Grants
53
Total Given
$1.5M
Orange County Partnership for Young
HILLSBOROUGH, NC
Assets
$477K
Grants
18
Total Given
$2.1M
North Carolina Baptist Hospital
WINSTONSALEM, NC
Assets
$2.8B
Grants
17
Total Given
$634K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Jim and Cheryl Caldwell Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Jim and Cheryl Caldwell Foundation Inc to a real strategy.