Heather L Kalny Charitable Foundation

ROCKFORD, IL EIN: 20-0509972

Heather L Kalny Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCKFORD, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $237K in total assets. In 2024, it awarded 7 grants totaling $15K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$237K

-1.0% YoY

Annual Giving

$15K

-5.0% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$2K

-5.0% YoY

Under IRS private-foundation payout rules, Heather L Kalny Charitable Foundation reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.

About Heather L Kalny Charitable Foundation

Based on IRS filings

Heather L Kalny Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCKFORD, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $237K in total assets. In 2024, it awarded 7 grants totaling $15K. Net investment income was $13K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

BooneDenverMaryvilleNew YorkPhoenixPortsmouthRockfordStaten IslandTopekaWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$33K$66K$98K$131K20202021202220232024
Metric202420232022
Total Assets$237,376$239,838$181,653
Revenue$16,367$119,176$7,470
Expenses$18,829$18,913$17,592
Qualifying Distributions$15,086$15,959$14,266
Net Investment Income$12,562$11,031$3,741
Distributable Amount$19,452$15,151$15,890

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$12K$16K6 grants20207 grants20217 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

KELLSIES HOPE FOUNDATION…$2KSALVATION ARMY WINNEBAGO…$2KSAMARITAN'S PURSE$2KTHE HERREN PROJECT$2KTHE LEUKEMIA & LYMPHOMA …$2KTUNNEL TO TOWERS FOUNDAT…$2KWOUNDED WARRIOR PROJECT$2K

Grant Size Distribution

34 grants across all recorded years

34<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Kellsies Hope Foundation Inc ($2,156), Salvation Army Winnebago County ($2,155), Samaritan's Purse ($2,155).

RecipientPurposeAmount
KELLSIES HOPE FOUNDATION INC MARYVILLE, ILPHILANTHROPY$2,156
SALVATION ARMY WINNEBAGO COUNTY ROCKFORD, ILSOCIAL WELFARE$2,155
SAMARITAN'S PURSE BOONE, NCSOCIAL WELFARE$2,155
THE HERREN PROJECT PORTSMOUTH, RISOCIAL WELFARE$2,155
THE LEUKEMIA & LYMPHOMA SOCIETY WASHINGTON, DCMEDICAL RESEARCH$2,155
TUNNEL TO TOWERS FOUNDATION STATEN ISLAND, NYVETERAN AFFAIRS$2,155
WOUNDED WARRIOR PROJECT TOPEKA, KSVETERAN AFFAIRS$2,155

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
HEATHER L FREELANDPRESIDENT & DIRECTOR
JUDITH E GRAFFVICE PRESIDENT & DIRECTOR
JOHN F GRAFFSECRETARY & DIRECTOR
JOHN R ANDERSONTREASURER & DIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Heather L Kalny Charitable Foundation?

Heather L Kalny Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROCKFORD, IL. It holds $237K in total assets as of 2024.

How large is Heather L Kalny Charitable Foundation?

As of 2024, Heather L Kalny Charitable Foundation holds $237K in total assets with $16K in annual revenue. It awarded 7 grants totaling $15K in 2024.

Where does Heather L Kalny Charitable Foundation operate?

Heather L Kalny Charitable Foundation has awarded grants in Arizona, Colorado, District of Columbia, Illinois, Kansas, North Carolina, New York, Rhode Island.

What size grants does Heather L Kalny Charitable Foundation award?

In 2024, Heather L Kalny Charitable Foundation awarded 7 grants totaling $15K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Heather L Kalny Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Heather L Kalny Charitable Foundation reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Heather L Kalny Charitable Foundation's EIN?

Heather L Kalny Charitable Foundation's EIN (Employer Identification Number) is 20-0509972. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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