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Caldwell Family Foundation is a private corporation based in SARASOTA, FL. The foundation received its IRS ruling in 2014. It holds total assets of $213K. Annual income is reported at $429K. Total assets have decreased from $724K in 2013 to $230K in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2023. The foundation primarily funds organizations in Utah, Colorado and Texas. According to available records, Caldwell Family Foundation has made 20 grants totaling $177K, with a median grant of $8K. Annual giving has decreased from $56K in 2020 to $37K in 2023. Grantmaking activity was highest in 2022 with $85K distributed across 11 grants. Individual grants have ranged from $500 to $25K, with an average award of $9K. The foundation has supported 14 unique organizations. The foundation primarily supports organizations in Utah, Texas, Colorado, which account for 60% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$515
Median Grant
$8K
Average Grant
$10K
Largest Grant
$25K
Based on 5 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Caldwell Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in UT, TX, CO.
Caldwell Family Foundation has distributed a total of $177K across 20 grants. The median grant size is $8K, with an average of $9K. Individual grants have ranged from $500 to $25K.
Caldwell Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Caldwell Family Foundation is headquartered in SARASOTA, FL. While based in FL, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Robert Caldwell | PRESIDENT | $0 | $0 | N/A |
| Lisa Boggs Caldwell | TREASURER/SE | $0 | $0 | N/A |
Total Giving
$44K
Total Assets
$230K
Fair Market Value
$518K
Net Worth
$230K
Grants Paid
$37K
Contributions
N/A
Net Investment Income
$5K
Distribution Amount
$25K
Total Grants
20
Total Giving
$177K
Average Grant
$9K
Median Grant
$8K
Unique Recipients
14
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Integrity FoundationHUMANITARIAN | Dallas, TX | $25K | 2022 |
| Utah Foster CareHUMANITARIAN | Murray, UT | $18K | 2023 |
| Sarasota Memorial Healthcare FoundHUMANITARIAN | Sarasota, FL | $10K | 2023 |
| Copper ClubEDUCATIONAL | Bloomfield, CT | $5K | 2023 |
| University Of UtahEDUCATIONAL | Salt Lake City, UT | $5K | 2023 |
| Natural History Museum Of UtahEDUCATIONAL | Salt Lake City, UT | $13K | 2022 |
| No Barriers UsaCHARITABLE | Fort Collins, CO | $10K | 2022 |
| Sarasota Police FoundationHUMANITARIAN | Sarasota, FL | $8K | 2022 |
| Red Butte GardenEDUCATIONAL | Salt Lake City, UT | $7K | 2022 |
| Crohns FoundationHUMANITARIAN | New Ork, NY | $1K | 2022 |
| Benjamin Willis FoundationCHARITABLE | Vienna, VA | $1K | 2022 |
| North Florida PgaHUMANITARIAN | Garden, FL | $500 | 2022 |
| Thanksgiving HeroesHUMANITARIAN | South Jordan, UT | $6K | 2020 |
| Kelly Brush FoundationHUMANITARIAN | Burlington, VT | $1K | 2020 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL