Cavalier Foundation Inc

Private foundation · Grantmaker 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 2025. As of 2025, the organization holds $175K in total assets. In 2025, it awarded 1 grant totaling $3K. Net investment income was $10K.

Cavalier Foundation Inc at a glance

In short: Cavalier Foundation Inc gave $3K across 1 grant in 2025 (avg $3K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$2,500
-98.3% vs 2024
Grants made (2025)
1
-66.7% vs 2024
Average grant
$2,500
-95.0% vs 2024
Median grant
$2,500
Total assets
$175,475
+69.3% vs 2024
Primary geography
Indiana (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Cavalier Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Indianapolis Opera: $3KIndianapolis Opera$3K

The largest 2025 recipient was Indianapolis Opera ($3K).

Grant Size Distribution

24 grants across all recorded years

21<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 21 grants of 24 (88%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of the 2025 grant dollars on its one itemized grant.

Cities

IndianapolisNaplesBrownsburgMooresville

How Cavalier Foundation Inc gives

  • Giving fell 75% from 2022 to 2025. Method
  • In 2025 it paid out 25% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K5 grants2020 5 grants2021 6 grants2022 9 grants2023 3 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $3K (2025) to $150K (2024). In 2025 it made 1 grant totaling $3K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Indianapolis Opera Indianapolis, INGeneral$2,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$175,475$16,381$8,655$2,5001$2,500$10,226$9,913
2024$103,653$72,031$157,449$150,0003$150,000$64,582$9,880
2023$189,071$269$19,132$14,2009$14,200$627$13,753
2022$207,934$18,048$13,383$10,2006$10,200$14,865$14,454
2021$203,269$22,320$22,535$9,7005$9,700$9,485$15,877
2020$203,456$13,084$13,055$9,2005—$9,229$12,834

Under IRS private-foundation payout rules, Cavalier Foundation Inc reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Cavalier Foundation Inc is led by Eurelio Cavalier, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Eurelio Cavalier

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Shirley Cavalier

    V President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Kim Cavalier

    Officer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Lisa Jennings

    Officer

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Cavalier Foundation Inc

How much does Cavalier Foundation Inc give each year?

Cavalier Foundation Inc gave $3K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $150K across 3 grants.

How large is Cavalier Foundation Inc?

Cavalier Foundation Inc reported $175K in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Cavalier Foundation Inc?

Cavalier Foundation Inc is a private foundation focused on Education, based in Naples, FL. It holds $175K in total assets as of 2025.

Where does Cavalier Foundation Inc operate?

Cavalier Foundation Inc has awarded grants in Florida, Indiana.

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 2020–2025.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Cavalier Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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