The Caller Family Charitable Foundation

LEXINGTON, KY EIN: 31-1570007

The Caller Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEXINGTON, KY. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $568K in total assets. In 2024, it awarded 16 grants totaling $46K. Net investment income was $41K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$568K

-1.4% YoY

Annual Giving

$46K

+19.5% YoY

Grant Count

+14.3% YoY

Avg Grant Size

$3K

+4.6% YoY

Under IRS private-foundation payout rules, The Caller Family Charitable Foundation reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.

About The Caller Family Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with The Caller Family Charitable Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $103K (48%)

Kentucky $70K (33%)

New York $31K (14%)

Florida $9K (4%)

District of Columbia $800 (0%)

Ohio $250 (0%)

Texas $250 (0%)

States

California District of Columbia Florida Kentucky Maryland New York Ohio Texas

Cities

BrooklynCincinnatiGainesvilleIrvingLexingtonLos AngelesNew YorkSilver SpringValley VillageWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$568,498	$576,355	$607,333
Revenue	$50,597	$20,230	$74,198
Expenses	$58,454	$51,208	$59,482
Qualifying Distributions	$49,762	$41,958	$50,958
Net Investment Income	$40,654	$9,729	$64,923
Distributable Amount	$48,230	$43,857	$45,090

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

72 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ohr Eliyahu Academy ($10,000), United Way of the Bluegrass ($8,700), Magen Am Usa Inc ($7,500).

Recipient	Purpose	Amount
AMERICAN FRIENDS OF MAGEN DAVID ADOM NEW YORK, NY	SUPPORT THE MISSION OF LIFE SAVING EFFORTS OF MAGEN DAVID ADOM IN ISRAEL	$250
AMERICAN FRIENDS OF MIGDAL TORAH BROOKLYN, NY	SUPPORT THE MISSION TO ADVANCE THE PRACTICE OF ORTHODOX JUDAISM IN ISRAEL	$1,000
AMERICAN RED CROSS WASHINGTON, DC	SUPPORT THE MISSION TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS	$100
BOY SCOUTS OF AMERICA LEXINGTON, KY	SUPPORT THE MISSION OF PROMOTING PATRIOTISM, COURAGE, SELF-RELIANCE, AND KINDRED VALUES FOR BOYS	$250
CHABAD OF THE BLUEGRASS LEXINGTON, KY	TO SUPPORT THE MISSION OF PROVIDING SOCIAL, EDUCATIONAL, RECREATIONAL, AND SPIRITUAL PROGRAMMING FOR STUDENTS AND COMMUNITY MEMBERS	$2,500
CHILD DEVELOPMENT CENTER OF THE BLUEGRASS INC LEXINGTON, KY	SUPPORT THE MISSION TO PROVIDE FOR AN INCLUSIVE CHILD CARE EDUCATIONAL ENVIRONMENT FOR CHILDREN WITH AND WITHOUT DEVELOPMENT DELAYS	$100
HADASSAH-LEXINGTON CHAPTER NEW YORK, NY	TO SUPPORT THE MISSION OF THE ORGANIZATION	$5,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE - UNIVERSITY OF FL GAINESVILLE, FL	SUPPORT THE MISSION OF A BETTER WORLD BECAUSE OF THE IMPACT OF DYNAMIC JEWISH LEADERS	$1,800
HOPE CENTER INC LEXINGTON, KY	SUPPORT THE MISSION TO CARE FOR HOMELESS AND AT-RISK PERSONS BY PROVIDING LIFE-SUSTAINING AND LIFE RE-BUILDING SERVICES THAT ARE COMPREHENSIVE AND ADDRESS UNDERLYING ISSUES	$2,500
JUNIOR ACHIEVEMENT OF THE BLUEGRASS LEXINGTON, KY	SUPPORT THE MISSION TO PROVIDE AN OPPORTUNITY FOR YOUNG PEOPLE TO LEARN ABOUT BUSINESS OPERATION AND THE FREE ENTERPRISE SYSTEM	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
STEVEN H CALLER	PRESIDENT	1	—
SUSAN L CALLER	SECRETARY	—	—
BRET A CALLER	DIRECTOR	—	—
JILL CALLER KAPENSTEIN	DIRECTOR	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Caller Family Charitable Foundation?

The Caller Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEXINGTON, KY. It holds $568K in total assets as of 2024.

How large is The Caller Family Charitable Foundation?

As of 2024, The Caller Family Charitable Foundation holds $568K in total assets with $51K in annual revenue. It awarded 16 grants totaling $46K in 2024.

Where does The Caller Family Charitable Foundation operate?

The Caller Family Charitable Foundation has awarded grants in California, District of Columbia, Florida, Kentucky, Maryland, New York, Ohio, Texas.

What size grants does The Caller Family Charitable Foundation award?

In 2024, The Caller Family Charitable Foundation awarded 16 grants totaling $46K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Caller Family Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Caller Family Charitable Foundation reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Caller Family Charitable Foundation's EIN?

The Caller Family Charitable Foundation's EIN (Employer Identification Number) is 31-1570007. IRS Form 990 filing data is available on this page for 2019–2024.