Funder DirectoryJB CALDWELL MEMORIAL FUND
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Private foundation (trust)EIN 616092354Est. 1978-01

JB CALDWELL MEMORIAL FUND

DANVILLE, KY 40422

Accepts unsolicited proposals

Total Assets

$934K

FY 2024

Annual Giving

$40K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$40K

FY 2024

Grant Range

$40K–$40K

Typical

Deadlines

Open / rolling

Applications

Programs & Activities

Program 1

$40K

Provide services for needy individuals.

Financial Snapshot

2024 filing

Total Revenue

$51K

Total Expenses

$46K

Qualifying Distributions

$40K

Distributable Amount

$44K

Min. Investment Return

$45K

Undistributed Income

$44K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $47K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

6 grants

FAMILY SERVICES
$254K
6 grants

Grant Size Distribution

6 grants

<$10K
$10–50K
6
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Kentucky
$254K
100% of total

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JB CALDWELL MEMORIAL FUND — Grants, Financials & Contact | Grantivo