Calerich Family Foundation

Eastlake, CO
Tax-exempt since May 2011
EIN: 27-4242266

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$28.7k (2024)

Expenses

$87.1k (2024)

Total Assets

$1.16M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$28,655

Expenses

$87,056

Net Income

-$58,401

Net Assets

$1,160,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$52,766	> 100%
Sales of Assets	-$24,114
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,120	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,160,556
Total Liabilities	$0
Net Assets	$1,160,556

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Calerich (President/Treasurer)	$0	$0
Janelle K Calerich (Secretary)	$0	$0

990-PF

Filed on March 31, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2023

Revenue

$36,978

Expenses

$107,260

Net Income

-$70,282

Net Assets

$1,218,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$49,251	> 100%
Sales of Assets	-$12,276
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,120	88.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,218,957
Total Liabilities	$0
Net Assets	$1,218,957

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Calerich (President/Treasurer)	$0	$0
Janelle K Calerich (Secretary)	$0	$0

990-PF

Filed on Feb. 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2022

Revenue

$73,586

Expenses

$92,435

Net Income

-$18,849

Net Assets

$1,289,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,383	22.3%
Dividends	$43,864	59.6%
Sales of Assets	$13,339	18.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,520	86.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,295,990
Total Liabilities	$6,751
Net Assets	$1,289,239

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Calerich (President/Treasurer)	$0	$0
Janelle K Calerich (Secretary)	$0	$0

990-PF

Filed on May 22, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Nov.
2021

Revenue

$86,278

Expenses

$126,577

Net Income

-$40,299

Net Assets

$1,308,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,083	34.9%
Dividends	$38,750	44.9%
Sales of Assets	$17,445	20.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,755	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,308,088
Total Liabilities	$0
Net Assets	$1,308,088

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Calerich (President/Treasurer)	$0	$0
Janelle K Calerich (Secretary)	$0	$0

990-PF

Filed on July 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Nov.
2020

Revenue

$83,594

Expenses

$97,692

Net Income

-$14,098

Net Assets

$1,348,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,085	36.0%
Dividends	$50,141	60.0%
Sales of Assets	$3,368	4.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,500	85.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,348,387
Total Liabilities	$1
Net Assets	$1,348,386

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Calerich (President/Treasurer)	$0	$0
Janelle K Calerich (Secretary)	$0	$0

990-PF

Filed on Sept. 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Nov.
2019

Revenue

$89,837

Expenses

$138,923

Net Income

-$49,086

Net Assets

$1,362,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,835	19.9%
Dividends	$49,573	55.2%
Sales of Assets	$22,429	25.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,100	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,363,448
Total Liabilities	$963
Net Assets	$1,362,485

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Calerich (President/Treasurer)	$0	$0
Janelle K Calerich (Secretary)	$0	$0

990-PF

Filed on Sept. 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Nov.
2018

Revenue

$94,976

Expenses

$130,636

Net Income

-$35,660

Net Assets

$1,411,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$115	0.1%
Dividends	$58,540	61.6%
Sales of Assets	$36,321	38.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,900	84.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,411,571
Total Liabilities	$0
Net Assets	$1,411,571

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Calerich (President/Treasurer)	$0	$0
Janelle K Calerich (Secretary)	$0	$0

990-PF

Filed on Oct. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2017

Revenue

$125,790

Expenses

$105,124

Net Income

$20,666

Net Assets

$1,447,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$116	0.1%
Dividends	$36,390	28.9%
Sales of Assets	$89,284	71.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,000	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,447,231
Total Liabilities	$0
Net Assets	$1,447,231

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Calerich (President/Treasurer)	$0	$0
Janelle K Calerich (Secretary)	$0	$0

990-PF

Filed on Sept. 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Nov.
2016

Revenue

$12,560

Expenses

$103,837

Net Income

-$91,277

Net Assets

$1,426,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,441	> 100%
Sales of Assets	-$32,881
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,400	83.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,426,565
Total Liabilities	$0
Net Assets	$1,426,565

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Calerich (President/Treasurer)	$0	$0
Janelle K Calerich (Secretary)	$0	$0

990-PF

Filed on Oct. 16, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$70,471

Expenses

$123,761

Net Income

-$53,290

Net Assets

$1,517,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,764	66.4%
Sales of Assets	$23,707	33.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,450	80.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,517,842
Total Liabilities	$0
Net Assets	$1,517,842

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Calerich (President/Treasurer)	$0	$0
Janelle K Calerich (Secretary)	$0	$0

990-PF

Filed on July 7, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2014

Revenue

$65,558

Expenses

$72,052

Net Income

-$6,494

Net Assets

$1,571,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108	0.2%
Dividends	$51,554	78.6%
Sales of Assets	$11,173	17.0%
Other Income	$2,723	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,200	73.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,571,132
Total Liabilities	$0
Net Assets	$1,571,132

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Calerich (President/Treasurer)	$0	$0
Janelle K Calerich (Secretary)	$0	$0

990-PF

Filed on April 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2013

Revenue

$57,937

Expenses

$66,815

Net Income

-$8,878

Net Assets

$1,577,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,816	94.6%
Sales of Assets	$3,121	5.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,700	81.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,577,626
Total Liabilities	$1
Net Assets	$1,577,625

990-PF

Filed on July 28, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2012

Revenue

$34,491

Expenses

$91,805

Net Income

-$57,314

Net Assets

$1,586,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,554	97.3%
Sales of Assets	$833	2.4%
Other Income	$104	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,600	78.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,586,504
Total Liabilities	$0
Net Assets	$1,586,504

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$1,691,087

Expenses

$47,269

Net Income

$1,643,818

Net Assets

$1,643,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,499,982	88.7%
Interest Revenue	$0
Dividends	$6,293	0.4%
Sales of Assets	$184,812	10.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,375	74.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,643,818
Total Liabilities	$0
Net Assets	$1,643,818

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Calerich Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $28.7k (2024)

Expenses $87.1k (2024)

Total Assets $1.16M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$28.7k (2024)

Expenses

$87.1k (2024)

Total Assets

$1.16M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011