The Caller Family Charitable Foundation

Private foundation · Grantmaker Lexington, KY EIN: 31-1570007

The Caller Family Charitable Foundation is a private foundation based in Lexington, Kentucky. In its 2025 filing, it reported 15 grants totaling $47,650 and stated that it makes contributions only to preselected charitable organizations.

Key facts about The Caller Family Charitable Foundation

In short: The Caller Family Charitable Foundation gave $48K across 15 grants in 2025 (avg $3K), mostly in California. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
31-1570007
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$47,650
Grants made (2025)
15
Average grant
$3,177
Median grant
$1,800
New grantees (estimate)
7% first-time grantees (1 of 15, 2025)
Total assets
$532,852
Primary geography
California (52% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$533K

-6.3% YoY

Annual Giving

$48K

+3.0% YoY

Grant Count

15

-6.3% YoY

Avg Grant Size

$3K

+9.9% YoY

Under IRS private-foundation payout rules, The Caller Family Charitable Foundation reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.

Is The Caller Family Charitable Foundation open to new grantees?

7%

first-time grantees, 2025

In 2025, 1 of 15 grantees (7%) were first-time recipients. First grants averaged $100; repeat grants $3K. How we count

Medians: $100 first-time, $2K repeat.

  • 93% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included support for Magen Am USA, whose stated mission is providing security protection services for the Jewish community; Ohr Eliyahu Academy, for religious education; and United Way of the Bluegrass, which says it works on education, financial stability, health, and basic needs in Central Kentucky.

Other 2025 recipients included Junior Achievement of the Bluegrass, whose mission is to inspire and prepare students to succeed in a global economy; the Hope Center, which says it serves homeless and at-risk people with comprehensive life-sustaining and life-rebuilding services; and American Friends of Magen David Adom, which says it supports the life-saving efforts of Magen David Adom in Israel.

Grantmaking

In 2025, the foundation gave $47,650 through 15 grants. Grants ranged from $100 to $10,000, with a median grant of $1,800. Notable awards included $10,000 each to Magen Am USA and Ohr Eliyahu Academy; $8,700 to United Way of the Bluegrass; $5,000 each to Hadassah-Lexington Chapter and Kosher Information Bureau; and $2,500 each to Chabad of the Bluegrass and the Hope Center.

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Geographic Focus

Where this funder awards grants

The 2025 grants went to recipients in California, Kentucky, New York, Florida, and the District of Columbia. The reported shares of grant dollars were California 52%, Kentucky 31%, New York 12%, Florida 4%, and the District of Columbia 0%.

Grant Distribution by State

9states

Share of 2025 grant dollars across all 15 itemized grants.

Cities

LexingtonNew YorkLos AngelesGainesvilleValley VillageWashingtonBrooklynCincinnatiIrvingMemphisSilver Spring

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K18 grants2019 16 grants2020 11 grants2021 15 grants2022 14 grants2023 16 grants2024 15 grants2025

From 2019 to 2025, annual grant giving ranged from $39K (2023) to $48K (2022). In 2025 it made 15 grants totaling $48K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Magen Am USA Inc: $10KMagen Am USA Inc$10KOhr Eliyahu Academy: $10KOhr Eliyahu Academy$10KUnited Way of the Bluegrass: $9KUnited Way of the Bluegrass$9KHadassah-Lexington Chapter: $5KHadassah-Lexington Chapter$5KKosher Information Bureau: $5KKosher Information Bureau$5KChabad of the Bluegrass: $3KChabad of the Bluegrass$3KHope Center Inc: $3KHope Center Inc$3KHillel the Foundation for Jewish Campus Life - University of FL: $2KHillel the Foundation forJewish Campus Life…$2KJunior Achievement of the Bluegrass: $1KJunior Achievement of theBluegrass$1KNational Jewish Outreach Program Inc: $500National Jewish OutreachProgram Inc$500

The largest 2025 recipient was Magen Am USA Inc ($10K). Together the top 10 received $47K.

Grant Size Distribution

71 grants across all recorded years

71<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 71 grants of 71 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Magen Am USA Inc Los Angeles, CATo support the mission of training and empowering the community to secure itself from within$10,000
Ohr Eliyahu Academy Los Angeles, CASupport the Mission of Religious Education$10,000
United Way of the Bluegrass Lexington, KYSupport the mission to help empower everyone to live their best lives$8,700
Hadassah-Lexington Chapter New York, NYTo Support the Mission of the Organization$5,000
Kosher Information Bureau Valley Village, CAA resource providing kosher consumers listings of reliable kosher products updated for changes and new products$5,000
Chabad of the Bluegrass Lexington, KYTo support the mission of providing social, educational, recreational, and spiritual programming for students and community members$2,500
Hope Center Inc Lexington, KYSupport 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
Hillel the Foundation for Jewish Campus Life - University of FL Gainesville, FLSupport the mission of a better world because of the impact of dynamic jewish leaders$1,800
Junior Achievement of the Bluegrass Lexington, KYSupport the mission to provide an opportunity for young people to learn about business operation and the free enterprise system$1,000
National Jewish Outreach Program Inc New York, NYSupport the mission to organize and promote programs to increase jewish identity$500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $532,852 $24,799 $60,431 $47,650
2024 $568,498 $50,597 $58,454 $46,254
2023 $576,355 $20,230 $51,208 $38,700
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$532,852$568,498$576,355
Revenue$24,799$50,597$20,230
Expenses$60,431$58,454$51,208
Qualifying Distributions$51,173$49,762$41,958
Net Investment Income$14,290$40,654$9,729
Distributable Amount$51,996$48,230$43,857

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 15, 2021)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 11, 2022)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 9, 2023)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 29, 2024)
  7. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Steven H Caller as president, Susan L Caller as secretary, and Bret A Caller and Jill Caller Kapenstein as directors.

The Caller Family Charitable Foundation is led by Steven H. Caller, President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Steven H. Caller

    President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Bret A. Caller

    Director

    On filings since 2019

    No compensation reported

  • Jill Caller Kapenstein

    Director

    On filings since 2019

    No compensation reported

  • Susan L. Caller

    Secretary

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 840 East High Street, Lexington, KY 40502-2107
Phone: (859) 266-1414

Frequently asked questions about The Caller Family Charitable Foundation

How much does The Caller Family Charitable Foundation give each year?

The Caller Family Charitable Foundation gave $48K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $46K across 16 grants.

What is The Caller Family Charitable Foundation's typical grant size?

The Caller Family Charitable Foundation's median grant in 2025 was $1,800, and its average grant was $3,177, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Caller Family Charitable Foundation that year got $100 on average.

Where does The Caller Family Charitable Foundation give grants?

The Caller Family Charitable Foundation gives mostly in California: 52% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Kentucky (31%) and New York (12%). The most frequent recipient cities were Lexington, KY (6 grants), New York, NY (3 grants) and Los Angeles, CA (2 grants).

Does The Caller Family Charitable Foundation give general operating support?

Not in 2025: none of the 15 grants with a stated purpose on The Caller Family Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support.

Who are The Caller Family Charitable Foundation's largest grantees?

The Caller Family Charitable Foundation's largest 2025 grantees include Magen Am USA Inc ($10,000), Ohr Eliyahu Academy ($10,000) and United Way of the Bluegrass ($8,700), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is The Caller Family Charitable Foundation?

The Caller Family Charitable Foundation reported $533K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does The Caller Family Charitable Foundation fund?

No mission statement for the foundation is provided. See mission & focus areas ↑

How do I apply for a grant from The Caller Family Charitable Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2019–2025.

Does The Caller Family Charitable Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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