Kalmanovitz Charitable Foundation

Foundation · Grantmaker MILL VALLEY, CA EIN: 94-6760317

The Kalmanovitz Charitable Foundation is a family foundation established in 2001 and based in Mill Valley, California. It operates as a 501(c)(3) private foundation with no paid staff, relying on volunteer trustees to manage its philanthropic activities.

Key facts about Kalmanovitz Charitable Foundation

EIN
94-6760317
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$12,300,531
Grants made (2024)
19
Average grant
$647,396
Median grant
$400,000
Total assets
$9,288,486
Primary geography
California (91% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited applications and operates on an invite-only basis.

Data from IRS Form 990-PF, 2024; updated June 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Kalmanovitz Charitable Foundation funds

By grant dollars, the top recipient states for Kalmanovitz Charitable Foundation's 19 itemized 2024 grants were California (91%) and District of Columbia (7%). The most frequent recipient cities were San Francisco, CA (6 grants), Washington, DC (2 grants) and Atlanta, GA (2 grants). None of its 19 grants with a stated purpose were described as general or operating support. Recurring purposes include "To Provide Funding for Academics." (5 grants) and "To Provide Funding for Health Care Services." (5 grants).

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.3M

-1.1% YoY

Annual Giving

$12.3M

+12.7% YoY

Grant Count

19

+5.6% YoY

Avg Grant Size

$647K

+6.7% YoY

Under IRS private-foundation payout rules, Kalmanovitz Charitable Foundation reported a distributable amount of $11.6M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation primarily funds academic programs, healthcare services, theological studies, and student scholarships. Its grantmaking supports a diverse range of educational and medical institutions across the United States, with particular emphasis on California-based organizations.

Grantmaking

The foundation is highly active in its grantmaking, awarding approximately $10-11 million annually through a modest number of grants. Recent grant activity includes:

Grant Range

s vary significantly, with median grants around $350,000-$408,000 and a range from $10,000 to $2.1 million. The foundation made 21 grants in its most recent reporting period.

How to Apply

**: The foundation does not accept unsolicited applications and operates on an invite-only basis.

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Geographic Focus

Where this funder awards grants

The foundation supports projects across multiple states, with significant emphasis on California. Documented funding extends to organizations in California, Georgia, Indiana, and Washington D.C., with particular concentration in California cities including San Francisco and Oakland.

Grant Distribution by State

7states

Share of all 19 itemized 2024 grant dollars.

Cities

San FranciscoWashingtonAtlantaBerkeleyMoragaRohnert ParkSanta ClaraSanta RosaSonomaSan DiegoLos GatosOaklandRancho CordovaBoonvilleCloverdaleDavisMaywoodNotre DamePhiladelphiaSan Luis Obispo

Financial History

Multi-year comparison from IRS filings

Most Recent Financial Data (2024):

  • Total Assets: $9.3-9.4 million
  • Total Revenues: $15.8 million
  • Total Expenses: $12.9-13 million
  • Annual Giving: $10.9-11 million

The foundation maintains a giving rate exceeding 100% of its assets, indicating it distributes more annually than its asset base would typically suggest.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$9M$13M$17M20202021202220232024
Metric202420232022
Total Assets$9,288,486$9,390,033$10,175,631
Revenue$15,815,315$8,034,616$10,682,520
Expenses$12,978,429$11,478,647$10,370,183
Qualifying Distributions$12,310,033$10,927,145$9,830,656
Net Investment Income$15,146,920$7,483,114$10,142,993
Distributable Amount$11,643,632$11,988,526$10,461,462

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$6M$9M$12M19 grants202018 grants202121 grants202218 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Saint Mary's College$2.2MUniversity of San Franci…$2.1MUniversity of California…$1.9MSanta Clara University$1.1MCalifornia Pacific Medic…$868KGeorgetown University$600KCalifornia College of th…$547KSanta Rosa Memorial Hosp…$500KSonoma Valley Hospital F…$400KThe Order of Malta Clini…$400K

Grant Size Distribution

95 grants across all recorded years

9<$50K4$50–100K23$100–250K20$250–500K22$500K–1M17$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Saint Mary's College ($2,213,480), University of San Francisco ($2,123,275), University of California San Francisco Foundation ($1,900,000).

RecipientPurposeAmount
SAINT MARY'S COLLEGE MORAGA, CATO PROVIDE FUNDING FOR ACADEMICS.$2,213,480
UNIVERSITY OF SAN FRANCISCO SAN FRANCISCO, CAPRIMARILY FOR THE BENEFIT OF THE USF SCHOLARS PROGRAM AND TO PROVIDE FUNDING FOR ACADEMICS.$2,123,275
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION SAN FRANCISCO, CAFUNDING FOR CARDIOLOGY MEDICAL RESEARCH.$1,900,000
SANTA CLARA UNIVERSITY SANTA CLARA, CATO PROVIDE FUNDING FOR ACADEMICS.$1,100,000
CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION SAN FRANCISCO, CAPRIMARILY TO PROVIDE FUNDING FOR THE DR. BROTMAN G.I. FELLOWSHIP PROGRAM EXPANSION.$868,333
GEORGETOWN UNIVERSITY WASHINGTON, DCTO PROVIDE FUNDING FOR THE KALMANOVITZ INITIATIVE FOR LABOR AND THE WORKING POOR AND TO PROVIDE FUNDING FOR ACADEMICS.$600,000
CALIFORNIA COLLEGE OF THE ARTS SAN FRANCISCO, CATO SUPPORT STUDENT SCHOLARSHIPS.$547,310
SANTA ROSA MEMORIAL HOSPITAL FOUNDATION SANTA ROSA, CATO PROVIDE FUNDING FOR HEALTH CARE SERVICES.$500,000
SONOMA VALLEY HOSPITAL FOUNDATION SONOMA, CATO PROVIDE FUNDING FOR HEALTH CARE SERVICES.$400,000
THE ORDER OF MALTA CLINIC OF NORTHERN CALIFORNIA OAKLAND, CATO PROVIDE FUNDING FOR HEALTH CARE SERVICES.$400,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is managed by volunteer trustees:

  • Bernard Orsi
  • Lou Giraudo
  • Dan Giraudo
  • Mark Orsi

All trustees serve without compensation.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BERNARD ORSITRUSTEE5—
LOU GIRAUDOTRUSTEE5—
DAN GIRAUDOTRUSTEE5—
MARK ORSITRUSTEE5—

Recent News & Activity

Recent developments and announcements

The foundation made a significant $10 million gift to the University of San Francisco to transform the first-generation student experience, demonstrating its commitment to supporting educational access and student success.

$10 million gift to transform the first-generation USF experience

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Kalmanovitz Charitable Foundation fund?

The foundation primarily funds academic programs, healthcare services, theological studies, and student scholarships. Its grantmaking supports a diverse range of educational and medical institutions across the United States, with particular emphasis on California-based organizations.

How do I apply for a grant from Kalmanovitz Charitable Foundation?

The foundation is highly active in its grantmaking, awarding approximately $10-11 million annually through a modest number of grants. Recent grant activity includes: • **University of San Francisco**: $2,123,275 for the USF Scholars Program and academic funding (2024) • **University of California San Francisco Foundation**: $1,900,000 for cardiology medical research (2024) • **Santa Clara University**: $1,100,000 for academic funding (2024) Grant sizes vary significantly, with median grants aro…

Where does Kalmanovitz Charitable Foundation make grants?

The foundation supports projects across multiple states, with significant emphasis on California. Documented funding extends to organizations in California, Georgia, Indiana, and Washington D.C., with particular concentration in California cities including San Francisco and Oakland.

What size grants does Kalmanovitz Charitable Foundation award?

In 2024, Kalmanovitz Charitable Foundation awarded 19 grants totaling $12.3M — an average of about $647K per grant, based on its IRS Form 990 filings.

How much is Kalmanovitz Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Kalmanovitz Charitable Foundation reported a distributable amount of $11.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kalmanovitz Charitable Foundation's EIN?

Kalmanovitz Charitable Foundation's EIN (Employer Identification Number) is 94-6760317. IRS Form 990 filing data is available on this page for 2020–2024.

Does Kalmanovitz Charitable Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. The foundation does not accept unsolicited applications and operates on an invite-only basis.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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