The Caledonian Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2023. In 2023, it awarded 5 grants totaling $411K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$411K
Grant Count
5
Avg Grant Size
$82K
Under IRS private-foundation payout rules, The Caledonian Foundation reported a distributable amount of $14K for 2023 — the minimum it must pay out in qualifying distributions.
About The Caledonian Foundation
Based on IRS filings
The Caledonian Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2023. In 2023, it awarded 5 grants totaling $411K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $368,532 | $364,410 |
| Revenue | $2,151 | $6,985 | $14,557 |
| Expenses | $420,816 | $2,863 | $28,978 |
| Qualifying Distributions | $411,481 | — | $25,000 |
| Net Investment Income | — | $4,122 | $11,182 |
| Distributable Amount | $13,727 | $20,045 | $21,000 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2023
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Christian Union Inc ($330,983), Siloam Health ($30,000), Avail Nyc ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHRISTIAN UNION INC PRINCETON, NJ | CASH DONATION-TO SUPPORT THE MISSION OF THE PUBLIC CHARITY | $19,017 |
| SILOAM HEALTH NASHVILLE, TN | CASH DONATION-TO SUPPORT THE MISSION OF THE PUBLIC CHARITY | $30,000 |
| AVAIL NYC NEW YORK, NY | CASH DONATION-TO SUPPORT THE MISSION OF THE PUBLIC CHARITY | $30,000 |
| SAMARITAN'S PURSE BOONE, NC | CASH DONATION-TO SUPPORT THE MISSION OF THE PUBLIC CHARITY | $1,481 |
| CHRISTIAN UNION INC PRINCETON, NJ | SECURITIES DONATION (SEE STMT)-TO SUPPORT THE MISSION OF THE PUBLIC CHARITY | $330,983 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JUNE BENNETT | PRESIDENT AND DIRECTOR | — | — |
| ALAYNA JO BENNETT MAX | SECRETARY, TREASURER, AND | — | — |
| BEVERLY RENE BENNETT | DIRECTOR | — | — |
| AUDRA MARIE BENNETT MAXWELL | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Caledonian Foundation?
The Caledonian Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds — in total assets as of 2023.
Where does The Caledonian Foundation operate?
The Caledonian Foundation has awarded grants in North Carolina, New Jersey, New York, Tennessee, Texas, Virginia.
What size grants does The Caledonian Foundation award?
In 2023, The Caledonian Foundation awarded 5 grants totaling $411K — an average of about $82K per grant, based on its IRS Form 990 filings.
How much is The Caledonian Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Caledonian Foundation reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Caledonian Foundation's EIN?
The Caledonian Foundation's EIN (Employer Identification Number) is 26-1557125. IRS Form 990 filing data is available on this page for 2020–2023.
Explore Open Grants
Browse active grant opportunities in The Caledonian Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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