The Walter & Jean Kalberer Foundation
The Walter & Jean Kalberer Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GATES MILLS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 17 grants totaling $561K. Net investment income was $188K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+140.3% YoY
Annual Giving
$561K
-7.9% YoY
Grant Count
17
+0.0% YoY
Avg Grant Size
$33K
-7.9% YoY
Under IRS private-foundation payout rules, The Walter & Jean Kalberer Foundation reported a distributable amount of $140K for 2024 — the minimum it must pay out in qualifying distributions.
About The Walter & Jean Kalberer Foundation
Based on IRS filings
The Walter & Jean Kalberer Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GATES MILLS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 17 grants totaling $561K. Net investment income was $188K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,811,724 | $1,170,265 | $1,230,800 |
| Revenue | $988,208 | $14,598 | $14,296 |
| Expenses | $561,187 | $609,591 | $5,000 |
| Qualifying Distributions | $561,187 | $609,591 | $5,000 |
| Net Investment Income | $188,208 | $14,598 | $14,296 |
| Distributable Amount | $139,559 | $88,620 | $97,246 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Church of the Western Reserve ($258,159), Cleveland Playhouse ($111,014), Piano Cleveland ($101,014).
| Recipient | Purpose | Amount |
|---|---|---|
| CENTER FOR ARTS-INSPIRED LEARNING CLEVELAND, OH | CHARITABLE | $5,000 |
| CHURCH OF THE WESTERN RESERVE PEPPER PIKE, OH | CHARITABLE | $258,159 |
| CLEVELAND INSTITUTE OF ART CLEVELAND, OH | CHARITABLE | $6,000 |
| CLEVELAND METROPARKS CLEVELAND, OH | CHARITABLE | $2,500 |
| CLEVELAND PLAYHOUSE CLEVELAND, OH | CHARITABLE | $111,014 |
| CLEVELAND SCHOOL OF THE ARTS CLEVELAND, OH | CHARITABLE | $5,000 |
| CLEVELAND ZOOLOGICAL SOCIETY CLEVELAND, OH | CHARITABLECHARITABLE | $10,000 |
| FRIENDS OF BREAKTHROUGH SCHOOLS CLEVELAND, OH | CHARITABLE | $5,000 |
| HOLDEN FORESTS & GARDENS KIRKLAND, OH | CHARITABLE | $15,000 |
| GATES MILLS LAND CONSERVANCY GATES MILLS, OH | CHARITABLE | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GWENN S WINKHAUS | TRUSTEE/PRESIDENT/TREASURER | 1 | — |
| CHRISTA K GOODELL | TRUSTEE/VICE-PRESIDENT | — | — |
| LISA R KALBERER | TRUSTEE/SECRETARY | — | — |
| LORI J KALBERER | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Walter & Jean Kalberer Foundation?
The Walter & Jean Kalberer Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GATES MILLS, OH. It holds $2.8M in total assets as of 2024.
How large is The Walter & Jean Kalberer Foundation?
As of 2024, The Walter & Jean Kalberer Foundation holds $2.8M in total assets with $988K in annual revenue. It awarded 17 grants totaling $561K in 2024.
Where does The Walter & Jean Kalberer Foundation operate?
The Walter & Jean Kalberer Foundation has awarded grants in Florida, Iowa, New York, Ohio.
What size grants does The Walter & Jean Kalberer Foundation award?
In 2024, The Walter & Jean Kalberer Foundation awarded 17 grants totaling $561K — an average of about $33K per grant, based on its IRS Form 990 filings.
How much is The Walter & Jean Kalberer Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Walter & Jean Kalberer Foundation reported a distributable amount of $140K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Walter & Jean Kalberer Foundation's EIN?
The Walter & Jean Kalberer Foundation's EIN (Employer Identification Number) is 34-1817179. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Walter & Jean Kalberer Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.