The Caller Family Charitable Foundation
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.
The Caller Family Charitable Foundation at a glance
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.
- Annual giving (2025)
- $47,650
- +3.0% vs 2024
- Grants made (2025)
- 15
- -6.3% vs 2024
- Average grant
- $3,177
- +9.9% vs 2024
- Median grant
- $1,800
- Total assets
- $532,852
- -6.3% vs 2024
- New grantees (estimate)
- 7% first-time grantees (1 of 15, 2025; small sample)
- Primary geography
- California (52% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Caller Family Charitable Foundation
- 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.
- Contact
Mailing address: 840 East High Street, Lexington, KY 40502-2107
Phone: (859) 266-1414
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Caller Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
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
The most common grant size was under $50K: 71 grants of 71 (100%).
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
Share of 2025 grant dollars across all 15 itemized grants.
Cities
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. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $39K (2023) to $48K (2022). In 2025 it made 15 grants totaling $48K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Magen Am USA Inc Los Angeles, CA | To support the mission of training and empowering the community to secure itself from within | $10,000 |
| Ohr Eliyahu Academy Los Angeles, CA | Support the Mission of Religious Education | $10,000 |
| United Way of the Bluegrass Lexington, KY | Support the mission to help empower everyone to live their best lives | $8,700 |
| Hadassah-Lexington Chapter New York, NY | To Support the Mission of the Organization | $5,000 |
| Kosher Information Bureau Valley Village, CA | A resource providing kosher consumers listings of reliable kosher products updated for changes and new products | $5,000 |
| 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 |
| 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 |
| 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 |
| 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 |
| National Jewish Outreach Program Inc New York, NY | Support the mission to organize and promote programs to increase jewish identity | $500 |
Ready to take the next step with The Caller Family Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $532,852 | $24,799 | $60,431 | $47,650 | 15 | $51,173 | $14,290 | $51,996 |
| 2024 | $568,498 | $50,597 | $58,454 | $46,254 | 16 | $49,762 | $40,654 | $48,230 |
| 2023 | $576,355 | $20,230 | $51,208 | $38,700 | 14 | $41,958 | $9,729 | $43,857 |
| 2022 | $607,333 | $74,198 | $59,482 | $47,700 | 15 | $50,958 | $64,923 | $45,090 |
| 2021 | $592,617 | $140,451 | $51,532 | $40,250 | 11 | $43,501 | $28,101 | $47,914 |
| 2020 | $598,852 | $-778 | $52,386 | $41,150 | 16 | — | $3,341 | $39,175 |
| 2019 | $652,016 | $47,532 | $57,004 | $42,550 | 18 | — | $37,570 | $39,732 |
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.
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.
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.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
Live grants for the work The Caller Family Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Caller Family Charitable Foundation's focus areas in our free grants database
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Figures come from The Caller Family Charitable 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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