The Calmenson Foundation
The Calmenson Foundation is a private foundation, based in Wayzata, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.8M in total assets. In 2024, it awarded 1 grant totaling $437K. Net investment income was $479K.
Key facts about The Calmenson Foundation
In short: The Calmenson Foundation gave $437K across 1 grant in 2024 (avg $437K), mostly in Minnesota. Source: 2024 IRS Form 990-PF.
- EIN
- 27-3647958
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $437,000
- Grants made (2024)
- 1
- Average grant
- $437,000
- Median grant
- $437,000
- Total assets
- $6,841,348
- Primary geography
- Minnesota (100% 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
$6.8M
+0.7% YoY
Annual Giving
$437K
+17.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$437K
+17.9% YoY
Under IRS private-foundation payout rules, The Calmenson Foundation reported a distributable amount of $378K for 2024 — the minimum it must pay out in qualifying distributions.
How The Calmenson Foundation gives
- Giving held roughly steady from 2021 to 2024 (−2%). Method
- In 2024 it paid out 116% of its IRS minimum distribution (the 5% rule). 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
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $371K (2023) to $448K (2021). In 2024 it made 1 grant totaling $437K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Statement a Addresses on File, MN | Unrestricted - See Detail in Statement a | $437,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,841,348 | $6,791,314 | $7,164,185 |
| Revenue | $535,256 | $36,692 | $59,947 |
| Expenses | $494,883 | $419,912 | $460,420 |
| Qualifying Distributions | $438,900 | $370,655 | $376,550 |
| Net Investment Income | $479,273 | $129,648 | $79,378 |
| Distributable Amount | $378,143 | $358,778 | $369,161 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Calmenson Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Howard J. Rubin
Director
On filings since 2020
1 hr/week
No compensation reported
Susan Calmenson
Secretary & Director
On filings since 2020
2 hrs/week
No compensation reported
Vince Leo
Director
On filings since 2020
1 hr/week
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 The Calmenson Foundation
How much does The Calmenson Foundation give each year?
The Calmenson Foundation gave $437K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $371K across 1 grant.
How large is The Calmenson Foundation?
The Calmenson Foundation reported $6.8M in total assets on its 2024 IRS Form 990-PF. It paid out $439K in qualifying distributions that year, against a required minimum of $378K (roughly 5% of its investment assets).
Where does The Calmenson Foundation operate?
The Calmenson Foundation has awarded grants in Minnesota.
What is The Calmenson Foundation's EIN?
The Calmenson Foundation's EIN (Employer Identification Number) is 27-3647958. 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.
Here's the math on researching The Calmenson Foundation by hand.
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