Kalliopeia Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $6.9M. Net investment income was $16.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$291.6M
+2.5% YoY
Annual Giving
$6.9M
+0.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$6.9M
+0.7% YoY
About Kalliopeia Foundation
Based on IRS filings
Kalliopeia Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $6.9M. Net investment income was $16.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $291,607,071 | $284,507,941 | $228,488,345 |
| Revenue | $18,406,741 | $46,125,271 | $139,078,294 |
| Expenses | $14,205,571 | $15,208,871 | $16,055,219 |
| Qualifying Distributions | $14,779,323 | $13,519,650 | $12,881,070 |
| Net Investment Income | $16,003,693 | $5,405,303 | $13,018,771 |
| Distributable Amount | — | $11,893,639 | $4,792,234 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Open Grants
1 open opportunity from Kalliopeia Foundation
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| L Kleger | Board Chair | 3 | $25,000 |
| J Huxley | Director | 3 | $25,000 |
| S Manu | Director | 3 | — |
| D Weeren | Sect'y/Treas | 3 | $25,000 |
| Z Whalen | Director | 3 | $10,417 |
| Z Fuller-Rowell | Executive Dir. | 35 | $200,000 |
Subject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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