Caldwell Foundation Co Robert Stewart Pc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Caldwell Foundation Co Robert Stewart Pc. Data shown is extracted from Form 990-PF filings.

EIN: 04-6902006

Foundation Overview

Based in Gloucester, MA, Caldwell Foundation Co Robert Stewart Pc has awarded 12 grants totaling $156,000 to organizations in Massachusetts. Individual grants range from $1,000 to $25,000, with a median award of $10,000.

Latest Tax Year
2020
Total Giving (all years)
$156,000
Total Assets
$379,743
Median Grant (all grants)
$10,000

Latest Form 990-PF Snapshot

Total Grants
12
Median Grant
$10,000
Grant Trend
N/A
Data extracted from IRS Form 990-PF filings. Last filing year: January 2022

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Emerging Foundation: 100%

12 of 12 recipients (100%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.

Geographic Focus
Massachusetts

100% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Gloucester (75%), Rockport (8%), Falmouth (8%).

Funding Trajectory
N/A

Insufficient data to determine funding trend patterns.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Caldwell Foundation Co Robert Stewart Pc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Cape Ann Museum $5,000 Gloucester, MA, US Contribution 2020
Addison Gilbert Hospital $10,000 Gloucester, MA, US Contribution 2020
Pathways For Children $10,000 Gloucester, MA, US Contribution 2020
Wellspring House $5,000 Gloucester, MA, US Contribution 2020
Essex County Comm Fdtn $10,000 Gloucester, MA, US Contribution 2020
Gloucester Stage Co $1,000 Gloucester, MA, US Contribution 2020
Gloucester Marine Geonomics Fdtn $10,000 Gloucester, MA, US Contribution 2020
Rockport Music $25,000 Rockport, MA, US Contribution 2020
Ymca Of The North Shore $20,000 Gloucester, MA, US Contribution 2020
Woodwell Climate Research Center $25,000 Falmouth, MA, US Contribution 2020
Gloucester Meeting House $25,000 Gloucester, MA, US Contribution 2020
Essex County Greenbelt $10,000 Essex, MA, US Contribution 2020

Foundations Similar to Caldwell Foundation Co Robert Stewart Pc

Discover 5 foundations with comparable assets ($373,648-$385,677), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 04-6035227 | 458 grants awarded
$379,381
(≈ Similar)
$15,832
median grant
Boston, MA
Same state
100%
Excellent match

EIN: 47-6437037 | 24 grants awarded
$380,190
(≈ Similar)
$5,000
median grant
Cambridge, MA
Same state
100%
Excellent match

EIN: 35-6732935 | 11 grants awarded
$384,625
(≈ Similar)
$15,400
median grant
Hanover, MA
Same state
99%
Excellent match

EIN: 04-6057931 | 9 grants awarded
$385,677
(≈ Similar)
$15,250
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 04-3133049 | 360 grants awarded
$373,648
(≈ Similar)
$15,000
median grant
Lowell, MA
Same state
99%
Excellent match

Contact Information

Official contact details for Caldwell Foundation Co Robert Stewart Pc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-6902006
Website N/A
Address 3 HERITAGE WAY STE 1 Gloucester, MA 01930-2275

Key People (2)

Board members, trustees, and key staff who oversee Caldwell Foundation Co Robert Stewart Pc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Susan J Gray
Trustee Robert G Stewart

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Caldwell Foundation Co Robert Stewart Pc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated January 2022 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.