Cavert Family Foundation

ST SIMONS ISLAND, GA EIN: 26-2000065

Cavert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST SIMONS ISLAND, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 3 grants totaling $41K. Net investment income was $60K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+1.8% YoY

Annual Giving

$41K

-32.8% YoY

Grant Count

3

-62.5% YoY

Avg Grant Size

$14K

+79.2% YoY

Under IRS private-foundation payout rules, Cavert Family Foundation reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.

About Cavert Family Foundation

Based on IRS filings

Cavert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST SIMONS ISLAND, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 3 grants totaling $41K. Net investment income was $60K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

BaltimoreBrunswickDavidsonvilleEdmondFort WayneFt WayneGainesvilleHilliardJacksonvilleKansas CityLebanonMcdonoughSt PetersburgSt Simons IslandWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$41K$83K$124K$165K20202021202220232024
Metric202420232022
Total Assets$1,006,178$987,957$1,046,112
Revenue$66,382$9,397$67,083
Expenses$47,457$67,925$60,383
Qualifying Distributions$41,000$61,000$48,651
Net Investment Income$59,925$9,073$57,351
Distributable Amount$60,970$55,062$54,756

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$31K$46K$61K5 grants20206 grants20218 grants20228 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

INTERNATIONAL FOUNDATION$20KWOLFSON CHILDREN'S HOSPI…$20KLANIER HILLS CHURCH$1K

Grant Size Distribution

30 grants across all recorded years

30<$50K$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 International Foundation ($20,000), Wolfson Children's Hospital ($20,000), Lanier Hills Church ($1,000).

RecipientPurposeAmount
INTERNATIONAL FOUNDATION BALTIMORE, MDGENERAL FUND$20,000
WOLFSON CHILDREN'S HOSPITAL JACKSONVILLE, FLGENERAL FUND$20,000
LANIER HILLS CHURCH GAINESVILLE, GAGENERAL FUND$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
GRACE NELSONTRUSTEE0.25
ELLEN MCCAFFREYTRUSTEE1
ELLEN GOULDTRUSTEE0.25
NAN ELLEN NELSONTRUSTEE0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Cavert Family Foundation?

Cavert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST SIMONS ISLAND, GA. It holds $1.0M in total assets as of 2024.

How large is Cavert Family Foundation?

As of 2024, Cavert Family Foundation holds $1.0M in total assets with $66K in annual revenue. It awarded 3 grants totaling $41K in 2024.

Where does Cavert Family Foundation operate?

Cavert Family Foundation has awarded grants in District of Columbia, Florida, Georgia, Indiana, Maryland, Missouri, Oklahoma, Tennessee.

What size grants does Cavert Family Foundation award?

In 2024, Cavert Family Foundation awarded 3 grants totaling $41K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Cavert Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Cavert Family Foundation reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Cavert Family Foundation's EIN?

Cavert Family Foundation's EIN (Employer Identification Number) is 26-2000065. 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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