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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 it funds
01FY2020 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

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
GLOUCESTER MEETING HOUSE$25,000
ROCKPORT MUSIC$25,000
WOODWELL CLIMATE RESEARCH CENTER$25,000
YMCA OF THE NORTH SHORE$20,000
ESSEX COUNTY GREENBELT$10,000
GLOUCESTER MARINE GEONOMICS FDTN$10,000
PATHWAYS FOR CHILDREN$10,000
ESSEX COUNTY COMM FDTN$10,000
ADDISON GILBERT HOSPITAL$10,000
CAPE ANN MUSEUM$5,000
WELLSPRING HOUSE$5,000
GLOUCESTER STAGE CO$1,000
02The need
02

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its 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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
How this is measured
The grantee most central to the portfolio’s shape is Cape Ann Museum Inc; 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 grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

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

Where the money sits, by cause and 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 grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10Mgrantee revenue →↑ funder's 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 budgetESSEX COUNTY GREENBELT ASSOCIATION: $10,000 over 1y, 0.3% of budgetPATHWAYS FOR CHILDRENINC: $10,000 over 1y, 0.1% of budgetWELLSPRING HOUSE INC: $5,000 over 1y, 0.2% of budgetCAPE ANN MUSEUM INC: $5,000 over 1y, 0.2% of budgetGLOUCESTER STAGE COMPANY INC: $1,000 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization CALDWELL FOUNDATION co ROBERT STEWART PC funds: left to right is the share of its income from government, bottom to top the share from CALDWELL FOUNDATION co ROBERT STEWART PC. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 9%
  • Pathways for Childreninc: 86% of income from government
  • Cape Ann Museum Inc: 38% of income from government
  • Woodwell Climate Research Center Inc: 11% of income from government
  • Wellspring House Inc: 9% of income from government
  • Essex County Greenbelt Association: 8% of income from government
  • Ymca of the North Shore Inc: 6% of income from government
  • Rockport Music Inc: 4% 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, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 12 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

Source object · view filing

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