Albert & Trudy Kallis Foundation
Albert & Trudy Kallis Foundation is a private foundation, based in LAKE ARROWHEAD, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $58K in total assets. In 2025, it made $3K in qualifying distributions. Net investment income was $99.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$58K
+15.7% YoY
Revenue
$11K
+43.4% YoY
Qualifying Distributions
$3K
-75.1% YoY
Expenses
$3K
-68.8% YoY
About Albert & Trudy Kallis Foundation
Based on IRS filings
Albert & Trudy Kallis Foundation is a private foundation, based in LAKE ARROWHEAD, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $58K in total assets. In 2025, it made $3K in qualifying distributions. Net investment income was $99.
Ready to take the next step with Albert & Trudy Kallis Foundation?
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $57,706 | $49,865 | $52,809 |
| Revenue | $11,188 | $7,803 | $16,695 |
| Expenses | $3,348 | $10,746 | $4,849 |
| Qualifying Distributions | $2,553 | $10,250 | $4,022 |
| Net Investment Income | $99 | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TERRY W DRUCKER | Secretary | 1 | — |
| DANIEL S KALLIS | CFO | — | — |
| MATTHEW D KALLIS | President & CEO | 4 | — |
Related Funders
Similar funders by location and focus area
Cottage Health
SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
International Right of Way Association
GARDENA, CA
Assets
$5.7M
Grants
1
Total Given
$9K
Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Yale Ave Housing Inc
LAKE FOREST, CA
Assets
$25K
Grants
1
Total Given
$40K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Albert & Trudy Kallis Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities