· Private foundation
Caldwell Family Foundation
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
65% of Caldwell Family Foundation’s FY2024 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 7 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Caldwell Family Foundation named its own grantees at scale: 10 organizations, $884k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2021–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2023
- Under $10k9 grants · $38k
- $10k–50k4 grants · $55k
- $50k–250k4 grants · $291k
- $250k+1 grant · $500k
| Recipient | Amount |
|---|---|
| Church Project the Woodlands | $500,000 |
| SERVANT FOUNDATION (THE JH DESIGNATED FUND) | $100,000 |
| Texas A&M University - Mays Family Foundation | $75,000 |
| CEO Forum | $66,000 |
| The Methodist Hospital Master Plan | $50,000 |
| Halo House Foundation | $25,000 |
| Positive Coaching Alliance | $10,000 |
| Fellowship of Christian Athletes | $10,000 |
| Messenger International | $10,000 |
| Living Water International | $5,000 |
| PreBorn | $5,000 |
| Individual grant recipient | $5,000 |
| Individual grant recipient | $5,000 |
| Individual grant recipient | $5,000 |
| Stephen F Austin State University Foundation | $5,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY22–24, $25k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 60% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +48% since the first grant, against +18% for the ones you funded once.
6 repeat relationships — 4 still active in FY2023, 2 since wound down; 19 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 7% of grant dollars renewed an existing relationship; $295k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- HHHalo House Foundation2× · 2023–2024 · $28k · revenue +136%
- PCPOSITIVE COACHING ALLIANCE2× · 2023–2024 · $20k · revenue +48%
Living Water International2× · 2022–2023 · $10k · revenue +16%
Funded once
- TATexas A&M University - Former Students Associationone grant, 2022 · $50k
- GGGracelyn Global Education Foundationone grant, 2022 · $11k · revenue +18%
- IGIndividual grant recipientone grant, 2022 · $10k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
As a christian university, we provide education and research opportunities preparing global leaders to partner with local communities.
Christianity Today is a global community inspired by evangelical conviction to advance the stories and ideas of the kingdom of God. Our mission is to elevate the storytellers and sages of the global church.
Mobilizing resources by inspiring biblical generosity in the greater austin, texas area.
Evangel is a comprehensive christian university that is committed to excellence in educating and equipping students to become spirit empowered servants of god who will impact the church and society globally.
Biglife international inc. empowers believers worldwide to reach and disciple their own people for jesus christ.
To generate superior long-term investment returns to support The University of Texas and Texas A&M University systems as they provide world-class teaching, push the boundaries of discovery, and achieve excellence in patient healthcare for…
Kingdom advisors is a discipleship ministry serving christian financial professionals. the organization encourages, educates, and empowers christian financial professionals with biblical wisdom to be effective disciples of jesus christ in…
The mission of Taylor University is to develop servant-leaders marked with a passion to minister Christ's redemptive love, grace, and truth to a world in need.
The King's University integrates Biblical education and practical ministry to shape Spirit-formed individuals who follow Jesus, serve His Church, and are sent to impact the world.
The mission of houston christian university is to provide a learning experience that instills in students a passion for academic, spiritual, and professional excellence as a result of our central confession, "jesus christ is lord."
Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…
Catholic leadership institute provides bishops, priests,religious, deacons and lay persons in the roman catholic church with world-class, pastoral leadership formation and consulting services that strengthen their confidence and competence…
For reference, the grantee most central to the portfolio’s shape is Make-a-Wish Foundation of the Texas Gulf Coast & Louisiana Inc and the most unlike its peers is Stephen F Austin State University Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
18 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 18 of the 32 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
- Who funds Texas A&M University 12th Man Foundation ↗
- Who funds CEO FORUM INC ↗
- Who funds Halo House Foundation ↗
- Who funds POSITIVE COACHING ALLIANCE ↗
- Who funds Gracelyn Global Education Foundation ↗
- Who funds Messenger International Inc ↗
- Who funds THE METHODIST HOSPITAL FOUNDATION ↗
- Who funds UNITEUS INC ↗
- Who funds FELLOWSHIP OF CHRISTIAN ATHLETES ↗
- Who funds Living Water International ↗
- Who funds THE GATHERING ↗
- Who funds Mission Pre-Born Inc ↗
- Who funds MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST & LOUISIANA INC ↗
- Who funds STEPHEN F AUSTIN STATE UNIVERSITY FOUNDATION INC ↗
- Who funds SKY HIGH FOR KIDS INC ↗
- Who funds KABOD INTERNATIONAL ↗
- Who funds CY-FAIR EDUCATIONAL FOUNDATION ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Greater Houston Community Foundation · Christian Community Foundation Inc · Raymond James Charitable Endowment Fund · Shell USA Company Foundation · Natl Christian Charitable Fdn Inc · Servant Foundation · Strake Foundation · The Ayco Charitable Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · American Endowment Foundation · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Caldwell Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.