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· Private foundation

CALDWELL FOUNDATION co ROBERT STEWART PC

Its FY2020 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$156k
Granted FY2020
12
Grants FY2020
1
States reached
$25k
Largest
01What you fund
01FY2020 · 12 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2020

  • Under $10k3 grants · $11k
  • $10k–50k9 grants · $145k
$10,000
Median grant
1
States reached
$378k
Total assets
Largest grants
RecipientAmount
WOODWELL CLIMATE RESEARCH CENTER$25,000
GLOUCESTER MEETING HOUSE$25,000
ROCKPORT MUSIC$25,000
YMCA OF THE NORTH SHORE$20,000
ESSEX COUNTY COMM FDTN$10,000
GLOUCESTER MARINE GEONOMICS FDTN$10,000
ADDISON GILBERT HOSPITAL$10,000
ESSEX COUNTY GREENBELT$10,000
PATHWAYS FOR CHILDREN$10,000
CAPE ANN MUSEUM$5,000
WELLSPRING HOUSE$5,000
GLOUCESTER STAGE CO$1,000
02The need
02

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.

show:

Your human-services grants (FY20–20, $35k) land where the poverty rate runs at 10%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 7%YMCA OF THE NORTH SHORE: $20k → 10%PATHWAYS FOR CHILDREN: $10k → 10%WELLSPRING HOUSE: $5k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

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.

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.

03Your field

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.

1
Cape Ann Chamber of Commerce

Promotion of tourism on cape ann including the towns of rockport, gloucester, manchester, essex, and ipswich ma.

2
Cape Cod & Islands Association of Realtors Inc

The purpose of the cape cod & islands association of realtors, inc. ("cc&iaor") is to unite and serve those involved in the real estate industry in our region and work in concert with the massachusetts association of realtors and the…

3
Coastal Enterprises Inc

Cei integrates financing, small business and industry expertise, and policy solutions to grow a vibrant future for people and communities in maine and rural regions.

Housing & Shelter
4
North Shore Arts Association of Gloucester Inc

Foster the creation and appreciation of the fine arts by holding art exhibitions; conducting educational programs; acquiring and displaying a permanent collection of representational cape ann works of art; maintaining and preserving our…

5
Nantucket Conservation Foundation Inc

The nantucket conservation foundation owns, protects, and stewards over 9,000 acres of land and coastal shoreline, conserves nantucket's rare and significant natural resources, and engages in impactful ecological research to inform…

Environment
6
Cape Cod Museum of Natural History

To inspire appreciation, understanding and stewardship of our natural environment through discovery and learning.

Arts & Culture
7
Westminster Canterbury On Chesapeake Bay Foundation

To support the mission of westminster-canterbury on chesapeake bay

Health
8
Florence Griswold Museum Inc

The florence griswold museum seeks to promote a greater understanding of connecticut's contribution to american art and history through public exhibitions and educational programs.

Arts & Culture
9
Gloucester Marine Genomics Institute Incorporated

Gloucester marine genomics institute's mission is to address critical challenges in ocean health, human health, and the environment through innovative marine biotechnology research and transformative science education. by combining…

Science & Tech
10
New England Museum Association

New england museum association's mission is to connect a community engaged in learning, collaboration, and action to cultivate a better museum world.

11
Shore Country Day School

To provide an education that inspires a love of learning and encourages children to embrace academic challenge. we seek to build character, cultivate creativity, and value diversity as we help our children become healthy, compassionate…

12
Boston Harbor Now Inc

Our mission is to ensure that the people of greater boston benefit from a vibrant, resilient, and inclusive waterfront, harbor, and islands; these spaces are equitable, accessible, and adapted to climate change; and to ensure our public,…

Environment

For reference, the grantee most central to the portfolio’s shape is Cape Ann Museum Inc and the most unlike its peers is Woodwell Climate Research Center Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

03the grantee network

8 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 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 8 of the 12 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.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
8/8
Grantees still filing
8/8
Grew since you first funded

Where your money sits — by cause, then by grantee

GLOUCESTER MEETING HOUSE — $25,000 · OtherGLOUCESTER MEETING HOUSEGLOUCESTER MARINE GEONOMICS FDTN — $10,000 · OtherGLOUCESTER MARINE GEONOMICS FDTNADDISON GILBERT HOSPITAL — $10,000 · OtherADDISON GILBERT HOSPITALESSEX COUNTY COMM FDTN — $10,000 · OtherESSEX COUNTY COMM FDTNYMCA OF THE NORTH SHORE INC — $20,000 · Human ServicesYMCA OF THE NORTH SHORE I…PATHWAYS FOR CHILDRENINC — $10,000 · Human ServicesPATHWAYS FOR CHILDRENINCWELLSPRING HOUSE INC — $5,000 · Human ServicesWELLSPRING HOUSE INCROCKPORT MUSIC INC — $25,000 · Arts & CultureROCKPORT MUSIC INCCAPE ANN MUSEUM INC — $5,000 · Arts & CultureCAPE ANN MUSEUM INC+1 more — $1,000 · Arts & CultureWoodwell Climate Research Center Inc — $25,000 · Science & TechWoodwell Climate R…ESSEX COUNTY GREENBELT ASSOCIATION — $10,000 · Environment
Other$55,000Human Services$35,000Arts & Culture$31,000Science & Tech$25,000Environment$10,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$10Mgrantee revenue →↑ your share of their budgetROCKPORT MUSIC INC — $25,000 over 1y, 0.7% of budgetYMCA OF THE NORTH SHORE INC — $20,000 over 1y, 0.1% of budgetPATHWAYS FOR CHILDRENINC — $10,000 over 1y, 0.1% of budgetESSEX COUNTY GREENBELT ASSOCIATION — $10,000 over 1y, 0.3% of budgetCAPE ANN MUSEUM INC — $5,000 over 1y, 0.2% of budgetWELLSPRING HOUSE INC — $5,000 over 1y, 0.2% of budgetGLOUCESTER STAGE COMPANY INC — $1,000 over 1y, 0.1% of budget
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.

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.

Tower Family Fund IncNY15.7× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Tower Family Fund Inc · Institution for Savings in Newburyport & Its Vicinity Charitable Foundation Inc · Essex County Community Foundation Inc · Boston Foundation Inc · Charles Family Charitable Foundation · Hildreth Stewart Charitable Foundation · The Jebediah Foundation 7563-Xxxxxx00129 · The Applied Materials Foundation · The Peter and Elizabeth C Tower Foundation · Silicon Valley Community Foundation · American Endowment Foundation · National Philanthropic Trust

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 FOUNDATION co ROBERT STEWART PC 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, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 00%0%1%3%5%your share of their income ↑0%23%45%68%90%share of the org’s income from governmentmedian 9%
  • Pathways for Childreninc86% of income from government
  • Cape Ann Museum Inc38% of income from government
  • Woodwell Climate Research Center Inc11% of income from government
  • Wellspring House Inc9% of income from government
  • Essex County Greenbelt Association8% of income from government
  • Ymca of the North Shore Inc6% of income from government
  • Rockport Music Inc4% of income from government
no gov moneyreceives it· size = income
0get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY2025

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.

04Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to CALDWELL FOUNDATION co ROBERT STEWART PC?

Find your warmest path to CALDWELL FOUNDATION co ROBERT STEWART PC through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 12 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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