The Walter & Jean Kalberer Foundation
The Walter & Jean Kalberer Foundation is a private foundation based in Gates Mills, Ohio. It made 17 grants totaling $561,187 in filing year 2024, supporting charitable organizations including cultural, educational, conservation, and community organizations.
The Walter & Jean Kalberer Foundation at a glance
In short: The Walter & Jean Kalberer Foundation gave $561K across 17 grants in 2024 (avg $33K), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $561,187
- -7.9% vs 2023
- Grants made (2024)
- 17
- +0.0% vs 2023
- Average grant
- $33,011
- -7.9% vs 2023
- Median grant
- $5,000
- Total assets
- $2,811,724
- +140.3% vs 2023
- Primary geography
- Ohio (97% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to The Walter & Jean Kalberer Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation says it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. The filing names Gwenn Winkhaus as the contact and states there is no specific format or deadline. It says each donee must be an exempt organization under IRC Section 501(c)(3), and that no other restrictions or limitations are imposed on awards.
- Contact
Application contact: Gwenn Winkhaus
Mailing address: 1259 West Hill Drive, Gates Mills, OH 44040
Phone: (646) 701-6084
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Walter & Jean Kalberer Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Church of the Western Reserve ($258K). Together the top 10 received $536K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 37 grants of 51 (73%).
Geographic Focus
Where this funder awards grants
In 2024, 97% of grant dollars went to recipients in Ohio, 2% to Iowa, and 1% to Florida.
Grant Distribution by State
Share of 2024 grant dollars across all 17 itemized grants.
Cities
How The Walter & Jean Kalberer Foundation gives
- 65% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−10%). Method
- In 2024 it paid out 402% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $5K (2022) to $2.2M (2020). In 2024 it made 17 grants totaling $561K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Church of the Western Reserve Pepper Pike, OH | Charitable | $258,159 |
| Cleveland Playhouse Cleveland, OH | Charitable | $111,014 |
| Piano Cleveland Shaker Heights, OH | Charitable | $101,014 |
| Holden Forests & Gardens Kirkland, OH | Charitable | $15,000 |
| The Maltz Museum Beachwood, OH | Charitable | $15,000 |
| Cleveland Zoological Society Cleveland, OH | Charitablecharitable | $10,000 |
| PEO Foundation Des Moines, IA | Charitable | $10,000 |
| Cleveland Institute of Art Cleveland, OH | Charitable | $6,000 |
| Center for Arts-Inspired Learning Cleveland, OH | Charitable | $5,000 |
| Cleveland School of the Arts Cleveland, OH | Charitable | $5,000 |
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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 | $2,811,724 | $988,208 | $561,187 | $561,187 | 17 | $561,187 | $188,208 | $139,559 |
| 2023 | $1,170,265 | $14,598 | $609,591 | $609,591 | 17 | $609,591 | $14,598 | $88,620 |
| 2022 | $1,230,800 | $14,296 | $5,000 | $5,000 | 1 | $5,000 | $14,296 | $97,246 |
| 2021 | $1,221,504 | $281,645 | $621,269 | $621,269 | 3 | $621,269 | $13,835 | $113,385 |
| 2020 | $1,269,207 | $18,729 | $2,211,099 | $2,201,359 | 13 | — | $10,321 | $153,790 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations with varied purposes. For example, the Cleveland Zoological Society describes itself as the nonprofit partner of Cleveland Metroparks Zoo, raising awareness and securing private donations to support operations and conservation. The P.E.O. Foundation says it supports the educational and charitable funds of the P.E.O. Sisterhood and provides scholarships for qualified women pursuing further education.
Other supported organizations describe work in arts education and learning: Center for Arts-Inspired Learning says it champions creative learning and educational innovation, while the Cleveland School of the Arts says it supports a public arts specialty school and arts education. Gates Mills Land Conservancy describes its mission as preserving the natural, recreational, and scenic resources of Gates Mills.
Grantmaking
In filing year 2024, the foundation reported 17 grants totaling $561,187. Grants ranged from $1,000 to $258,159, with a median grant of $5,000.
Its largest reported grants included $258,159 to Church of the Western Reserve, $111,014 to Cleveland Play House, and $101,014 to Piano Cleveland. Other grants included $15,000 each to Holden Forests & Gardens and The Maltz Museum; $10,000 each to Cleveland Zoological Society and the P.E.O. Foundation; and $6,000 to Cleveland Institute of Art. The filing also lists $5,000 grants to Center for Arts-Inspired Learning, Cleveland School of the Arts, Friends of Breakthrough Schools, and Near West Theater. Other reported 2024 recipients include University Circle Incorporated, which received $5,000, and Gates Mills Land Conservancy, which received $2,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Gwenn S. Winkhaus as trustee, president, and treasurer; Christa K. Goodell as trustee and vice-president; Lisa R. Kalberer as trustee and secretary; and Lori J. Kalberer as trustee.
The Walter & Jean Kalberer Foundation is led by Gwenn S. Winkhaus, Trustee, President & Treasurer since 2023 (on filings since 2020); none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Gwenn S. Winkhaus
Trustee, President & Treasurer
Trustee → Trustee & Secretary, 2021
Trustee & Secretary → Trustee, President & Treasurer, 2023
On filings since 2020
1 hr/week
No compensation reported
Lori J. Kalberer
Trustee
On filings since 2020
No compensation reported
Christa K. Goodell
Trustee & Vice President
On filings since 2023
No compensation reported
Lisa R. Kalberer
Trustee & Secretary
On filings since 2023
No compensation reported
Former officers (2)
- Former: Jean C. Kalberer (2020–2022) — Trustee & Vice President
- Former: Walter E. Kalberer (2020–2022) — Trustee & President
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 Walter & Jean Kalberer Foundation
How much does The Walter & Jean Kalberer Foundation give each year?
The Walter & Jean Kalberer Foundation gave $561K across 17 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $610K across 17 grants.
What is The Walter & Jean Kalberer Foundation's typical grant size?
The Walter & Jean Kalberer Foundation's median grant in 2024 was $5,000, and its average grant was $33,011, across 17 grants on its 2024 IRS Form 990-PF.
Where does The Walter & Jean Kalberer Foundation give grants?
The Walter & Jean Kalberer Foundation gives mostly in Ohio: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cleveland, OH (10 grants).
Does The Walter & Jean Kalberer Foundation give general operating support?
Not in 2024: none of the 17 grants with a stated purpose on The Walter & Jean Kalberer Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (16 grants).
Who are The Walter & Jean Kalberer Foundation's largest grantees?
The Walter & Jean Kalberer Foundation's largest 2024 grantees include Church of the Western Reserve ($258,159), Cleveland Playhouse ($111,014) and Piano Cleveland ($101,014), according to its 2024 IRS Form 990-PF. Together they received 84% of its itemized 2024 grant dollars.
How large is The Walter & Jean Kalberer Foundation?
The Walter & Jean Kalberer Foundation reported $2.8M in total assets on its 2024 IRS Form 990-PF. It paid out $561K in qualifying distributions that year, against a required minimum of $140K (roughly 5% of its investment assets).
What does The Walter & Jean Kalberer Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations with varied purposes. See mission & focus areas ↑
How do I apply for a grant from The Walter & Jean Kalberer Foundation?
The foundation says it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does The Walter & Jean Kalberer Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The Walter & Jean Kalberer Foundation funder profile. GrantGraph. Retrieved November 14, 2026, from https://grantable.co/funders/the-walter-and-jean-kalberer-foundation-morg_9623c427dd5e4b9fbb58827c9fb18537
BibTeX
@misc{grantable_341817179_2026,
author = {{Grantable}},
title = {{The Walter \& Jean Kalberer Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-walter-and-jean-kalberer-foundation-morg_9623c427dd5e4b9fbb58827c9fb18537},
note = {Accessed 2026-11-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Walter & Jean Kalberer Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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