Nonprofit · EIN 31-1570007
CALLER FAMILY CHARITABLE FOUNDATION INC
Tax-exempt · LEXINGTON, KY 40502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $24,799 | $60,431 | -$35,632 | $532,852 | $0 | $532,852 |
| December 31, 2024 | 990-PF | $50,597 | $58,454 | -$7,857 | $568,498 | $0 | $568,498 |
| December 31, 2023 | 990-PF | $20,230 | $51,208 | -$30,978 | $576,355 | $0 | $576,355 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,251
- Dividends
- $18,902
- Net gain from sales of assets
- $4,646
Expenses
- Grants and similar amounts paid
- $47,650
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $51,173
- Excise tax on investment income
- $199
Balance sheet and other
- Total assets, start of year
- $568,498
- Total assets, end of year
- $532,852
- Total liabilities, end of year
- $0
- Net assets, end of year
- $532,852
- Fair market value of assets
- $1,133,748
- Qualifying distributions
- $51,173
- Net investment income
- $23,548
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN H CALLER 840 EAST HIGH STREET, LEXINGTON, KY 40502 | PRESIDENT | 1 | $0 |
| SUSAN L CALLER 840 EAST HIGH STREET, LEXINGTON, KY 40502 | SECRETARY | 0 | $0 |
| BRET A CALLER 840 EAST HIGH STREET, LEXINGTON, KY 40502 | DIRECTOR | 0 | $0 |
| JILL CALLER KAPENSTEIN 840 EAST HIGH STREET, LEXINGTON, KY 40502 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN H CALLER 840 EAST HIGH STREET, LEXINGTON, KY 40502 | PRESIDENT | 1 | $0 |
| SUSAN L CALLER 840 EAST HIGH STREET, LEXINGTON, KY 40502 | SECRETARY | 0 | $0 |
| BRET A CALLER 840 EAST HIGH STREET, LEXINGTON, KY 40502 | DIRECTOR | 0 | $0 |
| JILL CALLER KAPENSTEIN 840 EAST HIGH STREET, LEXINGTON, KY 40502 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN H CALLER 840 EAST HIGH STREET, LEXINGTON, KY 40502 | PRESIDENT | 1 | $0 |
| SUSAN L CALLER 840 EAST HIGH STREET, LEXINGTON, KY 40502 | SECRETARY | 0 | $0 |
| BRET A CALLER 840 EAST HIGH STREET, LEXINGTON, KY 40502 | DIRECTOR | 0 | $0 |
| JILL CALLER KAPENSTEIN 840 EAST HIGH STREET, LEXINGTON, KY 40502 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 840 E HIGH ST, LEXINGTON, KY 40502-2107
- In care of
- % STEVEN H CALLER
- Signed the 990-PF
- STEVEN H CALLER, DIRECTOR
- Phone
- (859) 266-1414
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1570007
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $532,852
- Income (IRS master file)
- $79,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $24,799 | $60,431 | $532,852 | IRS |
| 990-PF | December 2024 | $50,597 | $58,454 | $568,498 | IRS |
| 990-PF | December 2023 | $20,230 | $51,208 | $576,355 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1570007).
Questions about CALLER FAMILY CHARITABLE FOUNDATION INC
- What is the EIN of CALLER FAMILY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of CALLER FAMILY CHARITABLE FOUNDATION INC is 31-1570007.
- Is CALLER FAMILY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CALLER FAMILY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CALLER FAMILY CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CALLER FAMILY CHARITABLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALLER FAMILY CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CALLER FAMILY CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does CALLER FAMILY CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,799, expenses of $60,431 and total assets of $532,852 at year end.
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All nonprofits in LEXINGTON · Kentucky · Philanthropy, voluntarism and grantmaking foundations