Cavalier Foundation Inc

NAPLES, FL EIN: 35-2063027

Cavalier Foundation Inc is a private foundation focused on Education, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $104K in total assets. In 2024, it awarded 3 grants totaling $150K. Net investment income was $65K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$104K

-45.2% YoY

Annual Giving

$150K

+956.3% YoY

Grant Count

3

-66.7% YoY

Avg Grant Size

$50K

+3069.0% YoY

Under IRS private-foundation payout rules, Cavalier Foundation Inc reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Cavalier Foundation Inc

Based on IRS filings

Cavalier Foundation Inc is a private foundation focused on Education, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $104K in total assets. In 2024, it awarded 3 grants totaling $150K. Net investment income was $65K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BrownsburgIndianapolisMooresvilleNaples

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$87K$130K$173K20202021202220232024
Metric202420232022
Total Assets$103,653$189,071$207,934
Revenue$72,031$269$18,048
Expenses$157,449$19,132$13,383
Qualifying Distributions$150,000$14,200$10,200
Net Investment Income$64,582$627$14,865
Distributable Amount$9,880$13,753$14,454

Giving Over Time

Total grant dollars and number of grants per year

$0$38K$75K$113K$150K5 grants20205 grants20216 grants20229 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Friends of Ferdinand Inc$50KOinking Acres Farm Rescu…$50KRosie's Southside Animal…$50K

Grant Size Distribution

28 grants across all recorded years

25<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Friends of Ferdinand Inc ($50,000), Oinking Acres Farm Rescue and Sanctuary Inc ($50,000), Rosie's Southside Animal Shelter Inc ($50,000).

RecipientPurposeAmount
Friends of Ferdinand Inc Mooresville, INUnrestricted$50,000
Oinking Acres Farm Rescue and Sanctuary Inc Brownsburg, INUnrestricted$50,000
Rosie's Southside Animal Shelter Inc Indianapolis, INUnrestricted$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Eurelio CavalierPresident1
Shirley CavalierV President1
Lisa JenningsOfficer1
Kim CavalierOfficer1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Cavalier Foundation Inc?

Cavalier Foundation Inc is a private foundation focused on Education, based in NAPLES, FL. It holds $104K in total assets as of 2024.

How large is Cavalier Foundation Inc?

As of 2024, Cavalier Foundation Inc holds $104K in total assets with $72K in annual revenue. It awarded 3 grants totaling $150K in 2024.

Where does Cavalier Foundation Inc operate?

Cavalier Foundation Inc has awarded grants in Florida, Indiana.

What size grants does Cavalier Foundation Inc award?

In 2024, Cavalier Foundation Inc awarded 3 grants totaling $150K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Cavalier Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Cavalier Foundation Inc reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Cavalier Foundation Inc's EIN?

Cavalier Foundation Inc's EIN (Employer Identification Number) is 35-2063027. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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