Caldwell Family Foundation | Foundation Profile

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

EIN: 45-3724410

Foundation Overview

Based in Sarasota, FL, Caldwell Family Foundation has awarded 76 grants totaling $1,430,064 to organizations in Utah, Colorado and 10 other states across the US. Individual grants range from $500 to $317,222, with a median award of $7,296.

Latest Tax Year
2024
Total Giving (all years)
$1,430,064
Total Assets
$518,082
Median Grant (all grants)
$7,296

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$7,554
% No Significant Change
1% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

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

New Applicant Friendliness
Relationship-Focused: 25%

1 of 4 recipients (25%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Utah

49% of grants are awarded in Utah, with additional funding distributed across 11 other locations. The foundation balances regional focus with broader geographic diversity. Within Utah, funding concentrates in Salt Lake City (68%), Murray (16%), South Jordan (5%).

Funding Trajectory
-91%

Declining funding trend with 91% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes + Education

Dual focus on general purposes (67%) and education, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Caldwell Family Foundation'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
Sarasota Memorial Healthcare Found $5,000 Sarasota, FL, US Humanitarian 2024
University Of Utah $9,608 Salt Lake City, UT, US Educational 2024
Utah Foster Care $11,000 Murray, UT, US Humanitarian 2024
University Of Denver $5,500 Denver, CO, US Educational 2024
Sarasota Memorial Healthcare Found $10,000 Sarasota, FL, US Humanitarian 2023
University Of Utah $4,619 Salt Lake City, UT, US Educational 2023
Utah Foster Care $17,500 Murray, UT, US Humanitarian 2023
Copper Club $5,000 Bloomfield, CT, US Educational 2023
Sarasota Memorial Healthcare Found $10,000 Sarasota, FL, US Humanitarian 2023
University Of Utah $4,619 Salt Lake City, UT, US Educational 2023
Utah Foster Care $17,500 Murray, UT, US Humanitarian 2023
Copper Club $5,000 Bloomfield, CT, US Educational 2023
Red Butte Garden $7,296 Salt Lake City, UT, US Educational 2022
University Of Utah $4,440 Salt Lake City, UT, US Educational 2022
No Barriers Usa $10,000 Fort Collins, CO, US Charitable 2022
Integrity Foundation $25,000 Dallas, TX, US Humanitarian 2022
Utah Foster Care $10,000 Murray, UT, US Humanitarian 2022
Sarasota Police Foundation $8,000 Sarasota, FL, US Humanitarian 2022
Crohns Foundation $1,052 New Ork, NY, US Humanitarian 2022
North Florida Pga $500 Garden, FL, US Humanitarian 2022
Benjamin Willis Foundation $1,000 Vienna, VA, US Charitable 2022
Natural History Museum Of Utah $12,640 Salt Lake City, UT, US Educational 2022
Copper Club $4,619 Bloomfield, CT, US Educational 2022
Red Butte Garden $7,296 Salt Lake City, UT, US Educational 2022
University Of Utah $4,440 Salt Lake City, UT, US Educational 2022
No Barriers Usa $10,000 Fort Collins, CO, US Charitable 2022
Integrity Foundation $25,000 Dallas, TX, US Humanitarian 2022
Utah Foster Care $10,000 Murray, UT, US Humanitarian 2022
Sarasota Police Foundation $8,000 Sarasota, FL, US Humanitarian 2022
Crohns Foundation $1,052 New Ork, NY, US Humanitarian 2022
North Florida Pga $500 Garden, FL, US Humanitarian 2022
Benjamin Willis Foundation $1,000 Vienna, VA, US Charitable 2022
Natural History Museum Of Utah $12,640 Salt Lake City, UT, US Educational 2022
Copper Club $4,619 Bloomfield, CT, US Educational 2022
Red Butte Garden $7,296 Salt Lake City, UT, US Educational 2022
University Of Utah $4,440 Salt Lake City, UT, US Educational 2022
No Barriers Usa $10,000 Fort Collins, CO, US Charitable 2022
Integrity Foundation $25,000 Dallas, TX, US Humanitarian 2022
Utah Foster Care $10,000 Murray, UT, US Humanitarian 2022
Sarasota Police Foundation $8,000 Sarasota, FL, US Humanitarian 2022
Crohns Foundation $1,052 New Ork, NY, US Humanitarian 2022
North Florida Pga $500 Garden, FL, US Humanitarian 2022
Benjamin Willis Foundation $1,000 Vienna, VA, US Charitable 2022
Natural History Museum Of Utah $12,640 Salt Lake City, UT, US Educational 2022
Copper Club $4,619 Bloomfield, CT, US Educational 2022
Natural History Museum Of Utah $4,564 Salt Lake City, UT, US Educational 2021
No Barriers Usa $10,500 Fort Collins, CO, US Charitable 2021
Integrity Foundation $25,000 Dallas, TX, US Humanitarian 2021
Red Butte $7,500 Salt Lake City, UT, US Charitable 2021
Corner Canyon Golf $515 Salt Lake City, UT, US Educational 2021
Natural History Museum Of Utah $10,000 Salt Lake City, UT, US Educational 2020
No Barriers Usa $13,500 Fort Collins, CO, US Charitable 2020
Thanksgiving Heroes $6,000 South Jordan, UT, US Humanitarian 2020
University Of Utah $25,000 Salt Lake City, UT, US Educational 2020
Kelly Brush Foundation $1,000 Burlington, VT, US Humanitarian 2020
Natural History Museum Of Utah $5,000 Salt Lake City, UT, US Educational 2018
Utah Lacross Founders Club $27,500 Salt Lake City, UT, US Educational 2018
St Jude Childrens Research Hospital $317,222 Memphis, TN, US Charitable 2018
No Barriers Usa $5,500 Fort Collins, CO, US Charitable 2018
Epilepsy Foundation Of Utah $4,000 Salt Lake City, UT, US Humanitarian 2018
United Fire Authority $1,000 Salt Lake City, UT, US Humanitarian 2018
Hirsch Smiles Foundation $1,000 Orem, UT, US Humanitarian 2018
Thanksgiving Heroes $35,000 South Jordan, UT, US Humanitarian 2018
Natural History Museum Of Utah $7,500 Salt Lake City, UT, US Educational 2017
Utah Lacross Bosters $25,000 Salt Lake City, UT, US Educational 2017
St Jude Childrens Research Hospital $185,740 Memphis, TN, US Charitable 2017
Stand Strong 4 Sam Foundation $1,000 Elk City, OK, US Humanitarian 2017
Draper Honorary Colonels $10,000 Draper, UT, US Charitable 2017
No Barriers Usa $5,000 Fort Collins, CO, US Charitable 2017
Epilepsy Foundation Of Utah $3,505 Salt Lake City, UT, US Humanitarian 2017
America's Future Foundation $3,000 Washington Dc, DC, US Charitable 2016
Juan Diego Catholic High School $50,000 Draper, UT, US Charitable 2016
St Jude Childrens Research Hospital $256,272 Memphis, TN, US Charitable 2016
Westminster Collegge $1,500 Salt Lake City, UT, US Educational 2016
Sandy City Explorer Post $2,500 Sandy, UT, US Charitable 2016
Tyler Robinson Foundation $20,259 Las Vegas, NV, US Charitable 2016

Foundations Similar to Caldwell Family Foundation

Discover 5 foundations with comparable assets ($517,040-$518,706), similar grant patterns, and geographic focus in FL 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: 26-0202846 | 22 grants awarded
$517,796
(≈ Similar)
$5,000
median grant
Boca Raton, FL
Same state
100%
Excellent match

EIN: 22-3621474 | 350 grants awarded
$518,441
(≈ Similar)
$7,500
median grant
Palm Beach Gardens, FL
Same state
100%
Excellent match

EIN: 65-0734395 | 13 grants awarded
$518,706
(≈ Similar)
$8,740
median grant
Miami Lakes, FL
Same state
100%
Excellent match

EIN: 81-3829041 | 2 grants awarded
$517,161
(≈ Similar)
$8,438
median grant
Belleair Bluffs, FL
Same state
100%
Excellent match

EIN: 90-2373194 | 14 grants awarded
$517,040
(≈ Similar)
$6,525
median grant
West Palm Beach, FL
Same state
100%
Excellent match

Contact Information

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

EIN 45-3724410
Website N/A
Address PO BOX 25488 Sarasota, FL 34277-2488

Key People (2)

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

President Robert Caldwell
Treasurer/se Lisa Boggs Caldwell

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 Family Foundation 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 February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.