Jb Caldwell Memorial Fund

DANVILLE, KY EIN: 61-6092354

Jb Caldwell Memorial Fund is a private foundation, based in DANVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $627K in total assets. In 2024, it awarded 1 grants totaling $40K. Net investment income was $46K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$627K

+0.6% YoY

Annual Giving

$40K

-0.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$40K

-0.4% YoY

Under IRS private-foundation payout rules, Jb Caldwell Memorial Fund reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

About Jb Caldwell Memorial Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $214K (100%)

States

Kentucky

Cities

Danville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$626,748	$622,825	$584,571
Revenue	$51,260	$84,969	$59,828
Expenses	$46,219	$45,951	$51,306
Qualifying Distributions	$40,440	$40,595	$45,584
Net Investment Income	$46,271	$80,403	$54,997
Distributable Amount	$44,011	$40,548	$44,036

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Family Services ($40,440).

Recipient	Purpose	Amount
FAMILY SERVICES DANVILLE, KY	PROVIDE SERVICES FOR NEEDY INDIVIDUALS	$40,440

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FARMERS NATIONAL BANK	TRUSTEE	1	$4,989

Frequently Asked Questions

How large is Jb Caldwell Memorial Fund?

As of 2024, Jb Caldwell Memorial Fund holds $627K in total assets with $51K in annual revenue. It awarded 1 grants totaling $40K in 2024.

Where does Jb Caldwell Memorial Fund operate?

Jb Caldwell Memorial Fund has awarded grants in Kentucky.

What size grants does Jb Caldwell Memorial Fund award?

In 2024, Jb Caldwell Memorial Fund awarded 1 grants totaling $40K — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is Jb Caldwell Memorial Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jb Caldwell Memorial Fund reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.