Jennie E Caldwell Mem Home Trust
Jennie E Caldwell Mem Home Trust is a private foundation focused on Philanthropy, based in Earl Park, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $28.9M in total assets. In 2025, it made $650K in qualifying distributions. Net investment income was $566K.
Jennie E Caldwell Mem Home Trust at a glance
- Total assets
- $28,855,906
- +0.6% vs 2024
- Revenue (2025)
- $789,498
- -0.4% vs 2024
- Qualifying distributions (2025)
- $649,500
- +7.5% vs 2024
- Expenses (2025)
- $794,993
- +20.1% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jennie E Caldwell Mem Home Trust funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2021 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Earl Park Fire Department Earl Park, IN | Support Local Fire Department | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|
| 2025 | $28,855,906 | $789,498 | $794,993 | — | — | $649,500 | $566,425 |
| 2024 | $28,692,538 | $792,889 | $662,052 | — | — | $604,366 | $610,554 |
| 2023 | $28,833,852 | $765,184 | $684,173 | — | — | $534,374 | $508,343 |
| 2022 | $17,601,920 | $672,941 | $681,574 | — | — | $533,724 | $425,121 |
| 2021 | $17,610,152 | $592,481 | $497,208 | $5,000 | 1 | $436,554 | $481,087 |
| 2020 | $17,515,300 | $544,861 | $506,127 | — | — | — | $413,080 |
Leadership & Key People
Officers and directors from IRS filings
Jennie E Caldwell Mem Home Trust's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Chris Hess
Trustee
On filings since 2020
3 hrs/week
$10K (2020) → $13K (2025)
Jay Davis
Trustee
On filings since 2020
3 hrs/week
$10K (2020) → $13K (2025)
Jeff Albertson
Trustee
On filings since 2020
5 hrs/week
$10K (2020) → $13K (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 $13K, to Jay Davis (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Jennie E Caldwell Mem Home Trust
How large is Jennie E Caldwell Mem Home Trust?
Jennie E Caldwell Mem Home Trust reported $28.9M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $789K.
What is Jennie E Caldwell Mem Home Trust?
Jennie E Caldwell Mem Home Trust is a private foundation focused on Philanthropy, based in Earl Park, IN. It holds $28.9M in total assets as of 2025.
Where does Jennie E Caldwell Mem Home Trust operate?
Jennie E Caldwell Mem Home Trust has awarded grants in Indiana.
What is Jennie E Caldwell Mem Home Trust's EIN?
Jennie E Caldwell Mem Home Trust's EIN (Employer Identification Number) is 35-0907305. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 3, 2026)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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