The Caledonian Foundation

Private foundation · Grantmaker Dallas, TX EIN: 26-1557125

The Caledonian Foundation is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2023. In 2023, it awarded 5 grants totaling $411K.

The Caledonian Foundation at a glance

In short: The Caledonian Foundation gave $411K across 5 grants in 2023 (avg $82K), mostly in New Jersey. Source: 2023 IRS Form 990-PF.

Annual giving (2023)
$411,481
Grants made (2023)
5
Average grant
$82,296
Median grant
$30,000
Primary geography
New Jersey (85% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

Data from IRS Form 990-PF, 2023; updated September 2026.

Who The Caledonian Foundation funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2023

Christian Union Inc: $350K across 2 grantsChristian Union Inc$350K · 2 grantsSiloam Health: $30KSiloam Health$30KAvail NYC: $30KAvail NYC$30KSamaritan's Purse: $1KSamaritan's Purse$1K

The largest 2023 recipient was Christian Union Inc ($350K across 2 grants). Together the top 4 received $411K.

Grant Size Distribution

12 grants across all recorded years

10<$50K$50–100K$100–250K1$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 10 grants of 12 (83%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2023 grant dollars across all 5 itemized grants.

Cities

NashvilleNew YorkPrincetonAustinBooneDallasFalls Church

How The Caledonian Foundation gives

  • Giving fell 81% from 2020 to 2023. Method
  • In 2023 it paid out well above its IRS minimum distribution (the 5% rule). 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

$0$1M$2M$3M6 grants2020 1 grant2021 0 grants2022 5 grants2023

From 2020 to 2023, annual grant giving ranged from $25K (2021) to $2.2M (2020). In 2023 it made 5 grants totaling $411K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Christian Union Inc Princeton, NJSecurities donation (see stmt)-to support the mission of the public charity$330,983
Siloam Health Nashville, TNCash donation-to support the mission of the public charity$30,000
Avail NYC New York, NYCash donation-to support the mission of the public charity$30,000
Christian Union Inc Princeton, NJCash donation-to support the mission of the public charity$19,017
Samaritan's Purse Boone, NCCash donation-to support the mission of the public charity$1,481
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023—$2,151$420,816$411,4815$411,481—$13,727
2022$368,532$6,985$2,863———$4,122$20,045
2021$364,410$14,557$28,978$25,0001$25,000$11,182$21,000
2020$378,831$80,441$2,155,568$2,150,1006—$77,917$83,584

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.

Leadership & Key People

Officers and directors from IRS filings

The Caledonian Foundation is led by June Bennett, President & Director on every filing since 2020; none of the 4 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • June Bennett

    President & Director

    On filings since 2020

    No compensation reported

  • Audra Marie Bennett Maxwell

    Director

    On filings since 2020

    No compensation reported

  • Beverly Rene Bennett

    Director

    On filings since 2022

    No compensation reported

  • Alayna Jo Bennett Max

    Secretary & Treasurer

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Beverly Rene Bennett Flood (2020–2021) — Director

Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Caledonian Foundation

How much does The Caledonian Foundation give each year?

The Caledonian Foundation gave $411K across 5 grants in 2023, according to its 2023 IRS Form 990-PF.

What is The Caledonian Foundation's typical grant size?

The Caledonian Foundation's median grant in 2023 was $30,000, and its average grant was $82,296, across 5 grants on its 2023 IRS Form 990-PF.

Where does The Caledonian Foundation give grants?

The Caledonian Foundation gives mostly in New Jersey: 85% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest states were Tennessee (7%) and New York (7%). The most frequent recipient cities were Princeton, NJ (2 grants).

Does The Caledonian Foundation give general operating support?

Not in 2023: none of the 5 grants with a stated purpose on The Caledonian Foundation's 2023 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Cash Donation-to Support the Mission of the Public Charity" (4 grants).

Who are The Caledonian Foundation's largest grantees?

The Caledonian Foundation's largest 2023 grantees include Christian Union Inc ($350,000 across 2 grants), Siloam Health ($30,000) and Avail NYC ($30,000), according to its 2023 IRS Form 990-PF.

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.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Caledonian Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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