JB Caldwell Memorial Fund
JB Caldwell Memorial Fund is a private foundation, based in Danville, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $614K in total assets. In 2025, it awarded 1 grant totaling $44K. Net investment income was $33K.
JB Caldwell Memorial Fund at a glance
In short: JB Caldwell Memorial Fund gave $44K across 1 grant in 2025 (avg $44K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $44,100
- +9.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $44,100
- +9.1% vs 2024
- Median grant
- $44,100
- Total assets
- $613,952
- -2.0% vs 2024
- Primary geography
- Kentucky (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 JB Caldwell Memorial Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Family Services ($44K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How JB Caldwell Memorial Fund gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 93% 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
From 2020 to 2025, annual grant giving ranged from $40K (2020) to $47K (2021). In 2025 it made 1 grant totaling $44K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Family Services Danville, KY | Provide Services for Needy Individuals | $44,100 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $613,952 | $38,059 | $50,203 | $44,100 | 1 | $44,100 | $32,756 | $47,581 |
| 2024 | $626,748 | $51,260 | $46,219 | $40,440 | 1 | $40,440 | $46,271 | $44,011 |
| 2023 | $622,825 | $84,969 | $45,951 | $40,595 | 1 | $40,595 | $80,403 | $40,548 |
| 2022 | $584,571 | $59,828 | $51,306 | $45,584 | 1 | $45,584 | $54,997 | $44,036 |
| 2021 | $577,007 | $74,233 | $53,383 | $47,266 | 1 | $47,266 | $68,948 | $46,328 |
| 2020 | $556,680 | $42,077 | $44,916 | $39,675 | 1 | — | $37,611 | $43,414 |
Under IRS private-foundation payout rules, JB Caldwell Memorial Fund reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
JB Caldwell Memorial Fund's only listed officer is Farmers National Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Farmers National Bank
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $5K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Farmers National Bank (Trustee).
Frequently asked questions about JB Caldwell Memorial Fund
How much does JB Caldwell Memorial Fund give each year?
JB Caldwell Memorial Fund gave $44K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 1 grant.
How large is JB Caldwell Memorial Fund?
JB Caldwell Memorial Fund reported $614K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $48K (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.
Where does JB Caldwell Memorial Fund operate?
JB Caldwell Memorial Fund has awarded grants in Kentucky.
What is JB Caldwell Memorial Fund's EIN?
JB Caldwell Memorial Fund's EIN (Employer Identification Number) is 61-6092354. 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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