Kalliopeia Foundation
Kalliopeia Foundation is a private foundation, based in Inverness, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $291.6M in total assets. In 2024, it awarded 1 grant totaling $6.9M. Net investment income was $16.0M.
Kalliopeia Foundation at a glance
In short: Kalliopeia Foundation gave $6.9M across 1 grant in 2024 (avg $6.9M), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $6,890,000
- +0.7% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $6,890,000
- +0.7% vs 2023
- Median grant
- $6,890,000
- Total assets
- $291,607,071
- +2.5% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
How to apply to Kalliopeia Foundation
Open Grants
1 open opportunity from Kalliopeia Foundation
Who Kalliopeia Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was See Grant Statement ($6.9M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was $5M or more: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
How Kalliopeia Foundation gives
- Giving held roughly steady from 2021 to 2024 (+2%). Method
- In 2023 it paid out 114% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $6.5M (2022) to $6.9M (2024). In 2024 it made 1 grant totaling $6.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Grant Statement See Grant Statement, CA | See Grant Statement | $6,890,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $291,607,071 | $18,406,741 | $14,205,571 | $6,890,000 | 1 | $14,779,323 | $16,003,693 | — |
| 2023 | $284,507,941 | $46,125,271 | $15,208,871 | $6,840,000 | 1 | $13,519,650 | $5,405,303 | $11,893,639 |
| 2022 | $228,488,345 | $139,078,294 | $16,055,219 | $6,520,900 | 1 | $12,881,070 | $13,018,771 | $4,792,234 |
| 2021 | $117,739,636 | $4,536,104 | $11,944,201 | $6,754,950 | 1 | $11,283,773 | $3,872,979 | $7,440,262 |
| 2020 | $116,317,947 | $5,855,321 | $11,531,492 | $6,570,000 | 1 | — | $4,994,922 | $5,299,948 |
Leadership & Key People
Officers and directors from IRS filings
Kalliopeia Foundation is led by Z Fuller-Rowell, Executive Director on every filing since 2022; 5 of 6 officers listed in 2024 are compensated.
Officers on the 2024 filing
Z Fuller-Rowell
Executive Director
On filings since 2022
35 hrs/week
$178K (2022) → $200K (2024)
L Kleger
Board Chair
Director → Treasurer, 2022
Treasurer → Board Chair, 2023
On filings since 2020
3 hrs/week
$10K (2020) → $25K (2024)
S Manu
Director
On filings since 2020
3 hrs/week
$10K (2020) → $0 (2024)
J Huxley
Director
On filings since 2023
3 hrs/week
$25K (2023) → $25K (2024)
Z Whalen
Director
On filings since 2023
3 hrs/week
$25K (2023) → $10K (2024)
D Weeren
Sect'y & Treasurer
Secretary → Sect'y & Treasurer, 2023
On filings since 2020
3 hrs/week
$10K (2020) → $25K (2024)
Former officers (2)
- Former: M Horn (2020–2022) — Board Chair
- Former: T Sargent (2020–2021) — Treasurer
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $200K, to Z Fuller-Rowell (Executive Dir.). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Kalliopeia Foundation
How much does Kalliopeia Foundation give each year?
Kalliopeia Foundation gave $6.9M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $6.8M across 1 grant.
How large is Kalliopeia Foundation?
Kalliopeia Foundation reported $291.6M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $18.4M.
Where does Kalliopeia Foundation operate?
Kalliopeia Foundation has awarded grants in California.
What is Kalliopeia Foundation's EIN?
Kalliopeia Foundation's EIN (Employer Identification Number) is 94-3270387. 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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Kalliopeia Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Kalliopeia Foundation's focus areas in our free grants database
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