Heather L Kalny Charitable Foundation

Private foundation · Grantmaker Rockford, IL EIN: 20-0509972

Heather L Kalny Charitable Foundation is a private foundation, 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.

Key facts about Heather L Kalny Charitable Foundation

In short: Heather L Kalny Charitable Foundation gave $15K across 7 grants in 2024 (avg $2K), top state Illinois. Source: 2024 IRS Form 990-PF.

EIN
20-0509972
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$15,086
Grants made (2024)
7
Average grant
$2,155
Median grant
$2,155
Total assets
$237,376
Primary geography
Illinois (29% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

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.

How Heather L Kalny Charitable Foundation gives

  • Giving grew 37% from 2021 to 2024. Method
  • In 2024 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2024 grant dollars across all 7 itemized grants.

Cities

BooneRockfordStaten IslandTopekaWashingtonMaryvillePortsmouthDenverNew YorkPhoenix

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K6 grants2020 7 grants2021 7 grants2022 7 grants2023 7 grants2024

From 2020 to 2024, annual grant giving ranged from $10K (2020) to $16K (2023). In 2024 it made 7 grants totaling $15K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Kellsies Hope Foundation Inc: $2KKellsies Hope Foundation Inc$2KSalvation Army Winnebago County: $2KSalvation Army WinnebagoCounty$2KSamaritan's Purse: $2KSamaritan's Purse$2KThe Herren Project: $2KThe Herren Project$2KThe Leukemia & Lymphoma Society: $2KThe Leukemia & LymphomaSociety$2KTunnel to Towers Foundation: $2KTunnel to Towers Foundation$2KWounded Warrior Project: $2KWounded Warrior Project$2K

The largest 2024 recipient was Kellsies Hope Foundation Inc ($2K). Together the top 7 received $15K.

Grant Size Distribution

34 grants across all recorded years

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

The most common grant size was under $50K: 34 grants of 34 (100%).

Giving History

Grant recipients and amounts by year

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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Heather L Kalny Charitable Foundation is led by Heather L. Freeland, President & Director on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Heather L. Freeland

    President & Director

    On filings since 2020

    No compensation reported

  • John F. Graff

    Secretary & Director

    On filings since 2020

    No compensation reported

  • John R. Anderson

    Treasurer & Director

    On filings since 2020

    No compensation reported

  • Judith E. Graff

    Vice President & Director

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Heather L Kalny Charitable Foundation

How much does Heather L Kalny Charitable Foundation give each year?

Heather L Kalny Charitable Foundation gave $15K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $16K across 7 grants.

What is Heather L Kalny Charitable Foundation's typical grant size?

Heather L Kalny Charitable Foundation's median grant in 2024 was $2,155, and its average grant was $2,155, across 7 grants on its 2024 IRS Form 990-PF.

Where does Heather L Kalny Charitable Foundation give grants?

Heather L Kalny Charitable Foundation's top state is Illinois, with 29% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were North Carolina (14%) and Rhode Island (14%).

Does Heather L Kalny Charitable Foundation give general operating support?

Not in 2024: none of the 7 grants with a stated purpose on Heather L Kalny Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Social Welfare" (3 grants).

Who are Heather L Kalny Charitable Foundation's largest grantees?

Heather L Kalny Charitable Foundation's largest 2024 grantees include Kellsies Hope Foundation Inc ($2,156), Salvation Army Winnebago County ($2,155) and Samaritan's Purse ($2,155), according to its 2024 IRS Form 990-PF. Together they received 43% of its itemized 2024 grant dollars.

How large is Heather L Kalny Charitable Foundation?

Heather L Kalny Charitable Foundation reported $237K in total assets on its 2024 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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.

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

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