Jennie E Caldwell Mem Home Trust

EARL PARK, IN EIN: 35-0907305

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 2024. As of 2024, the organization holds $28.7M in total assets. In 2024, it made $604K in qualifying distributions. Net investment income was $611K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$28.7M

-0.5% YoY

Revenue

$793K

+3.6% YoY

Qualifying Distributions

$604K

+13.1% YoY

Expenses

$662K

-3.2% YoY

About Jennie E Caldwell Mem Home Trust

Based on IRS filings

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 2024. As of 2024, the organization holds $28.7M in total assets. In 2024, it made $604K in qualifying distributions. Net investment income was $611K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Earl Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$218K$436K$654K$872K20202021202220232024
Metric202420232022
Total Assets$28,692,538$28,833,852$17,601,920
Revenue$792,889$765,184$672,941
Expenses$662,052$684,173$681,574
Qualifying Distributions$604,366$534,374$533,724
Net Investment Income$610,554$508,343$425,121
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$3K$4K$5K0 grants20201 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JAY DAVISTRUSTEE$13KCHRIS HESSTRUSTEE$13KJEFF ALBERTSONTRUSTEE$13K

From 2024 filing

NameTitleHoursCompensation
JAY DAVISTRUSTEE3$12,600
CHRIS HESSTRUSTEE3$12,600
JEFF ALBERTSONTRUSTEE5$12,600

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

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 $28.7M in total assets as of 2024.

How large is Jennie E Caldwell Mem Home Trust?

As of 2024, Jennie E Caldwell Mem Home Trust holds $28.7M in total assets with $793K in annual revenue.

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 2020–2024.

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

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