The Walter & Jean Kalberer Foundation
EIN 341817179Total Given 2016–2024
$5.5M
76 grants · $608K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $5K–$100K
grant size
54%
supporter · 20/37 multi-year
repeat
$4.1M
Assets (2024)
37
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
WALTER AND JEAN KALBERER
Phone
(440) 423-3440
Deadlines
NO SPECIFIC DEADLINES
How to Apply
NO SPECIFIC FORMAT
Restrictions
NO RESTRICTIONS OR LIMITATIONS ARE IMPOSED ON THE AWARDS. HOWEVER, EACH DONEE MUST BE AN EXEMPT ORGANIZATION UNDER IRC SECTION 501(C)(3).
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $66K | $3.1M | $21K | 3 |
| 2017 | $204K | $4.0M | $317K | 8 |
| 2018 | $229K | $4.3M | $17K | 4 |
| 2019 | $974K | $3.8M | $439K | 10 |
| 2020 | $2.2M | $2.2M | $19K | 13 |
| 2021 | $621K | $3.1M | $282K | 3 |
| 2022 | $5K | $2.5M | $14K | 1 |
| 2023 | $610K | $3.6M | $15K | 17 |
| 2024 | $561K | $4.1M | $988K | 17 |
Grant Size Distribution
Based on 76 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$10K
Average
$72K
75th Pctl
$100K
Maximum
$803K
Geographic Distribution
Officers & Directors
GW
Gwenn S Winkhaus
9+ yrs
Trustee/President/Treasurer
Leadership
CG
Christa K Goodell
2 yrs
Trustee/Vice-President
Leadership
LK
Lisa R Kalberer
2 yrs
Trustee/Secretary
Leadership
LK
Lori J Kalberer
2 yrs
Trustee
CG
Christa K Goodell
2 yrs
Trustee/Vice-President
Leadership
GW
Gwenn S Winkhaus
9+ yrs
Trustee/President/Treasurer
Leadership
LK
Lisa R Kalberer
2 yrs
Trustee/Secretary
Leadership
LK
Lori J Kalberer
2 yrs
Trustee
WK
Walter E Kalberer
7 yrs
Trustee/President
Leadership
JK
Jean C Kalberer
7 yrs
Trustee/Vice-President
Leadership
GW
Gwenn S Winkhaus
9+ yrs
Trustee/Secretary
Leadership
WK
Walter E Kalberer
7 yrs
Trustee/President
Leadership
JK
Jean C Kalberer
7 yrs
Trustee/Vice-President
Leadership
GW
Gwenn S Winkhaus
9+ yrs
Trustee/Secretary
Leadership
LK
Lori Kalberer
5 yrs
Trustee
GW
Gwenn S Winkhaus
9+ yrs
Trustee
WK
Walter E Kalberer
7 yrs
Trustee
JK
Jean C Kalberer
7 yrs
Trustee
JK
Jean C Kalberer
7 yrs
Trustee
WK
Walter E Kalberer
7 yrs
Trustee
GW
Gwenn S Winkhaus
9+ yrs
Trustee
LK
Lori Kalberer
5 yrs
Trustee
WK
Walter E Kalberer
7 yrs
Trustee
LK
Lori Kalberer
5 yrs
Trustee
GW
Gwenn S Winkhaus
9+ yrs
Trustee
JK
Jean C Kalberer
7 yrs
Trustee
JK
Jean C Kalberer
7 yrs
Trustee
LK
Lori Kalberer
5 yrs
Trustee
GW
Gwenn S Winkhaus
9+ yrs
Trustee
WK
Walter E Kalberer
7 yrs
Trustee
JK
Jean C Kalberer
7 yrs
Trustee
LK
Lori Kalberer
5 yrs
Trustee
GW
Gwenn S Winkhaus
9+ yrs
Trustee
WK
Walter E Kalberer
7 yrs
Trustee
Grants Awarded (76 total)
| Purpose | ||||
|---|---|---|---|---|
| Cwru | Cleveland, OH | $802,585 | MALTZ PERFORMING ARTS CENTER | 2020 |
| Cleveland Metropolitan Zoo | Cleveland, OH | $508,108 | CHARITABLE | 2021 |
| Cwru | Cleveland, OH | $500,155 | MALTZ PERFORMING ARTS CENTER | 2020 |
| Cleveland Playhouse | Cleveland, OH | $500,000 | ANNUAL FUND | 2019 |
| Cleveland Zoological | Cleveland, OH | $398,182 | RHINO YARD EXPANSION | 2020 |
| Church of the Western Reserve | Pepper Pike, OH | $258,159 | CHARITABLE | 2024 |
| Church of the Western Reserve | Pepper Pike, OH | $249,279 | CHARITABLE | 2023 |
| Cwru | Clevaland, OH | $215,165 | MALTZ PERFORMING ARTS CENTER | 2020 |
| Cleveland Zoological | Cleveland, OH | $161,722 | RHINO YARD EXPANSION | 2019 |
| Musical Arts Assciation | Cleveland, OH | $121,136 | CLEVELAND ORCHESTRA | 2020 |
| Cleveland Playhouse | Cleveland, OH | $121,136 | SUSAN WATSON FUND | 2020 |
| Cleveland Playhouse | Cleveland, OH | $111,014 | CHARITABLE | 2024 |
| Cleveland Playhouse | Cleveland, OH | $102,077 | CHARITABLECHARITABLE | 2021 |
| Piano Cleveland | Shaker Heights, OH | $101,014 | CHARITABLE | 2024 |
| Cleveland Playhouse | Cleveland, OH | $100,945 | CHARITABLE | 2023 |
| The Cleveland Orchestra | Cleveland, OH | $100,945 | CHARITABLE | 2023 |
| Musical Arts Assciation | Cleveland, OH | $100,533 | CLEVELAND ORCHESTRA | 2019 |
| Holden Arboretum | Cleveland, OH | $100,520 | BOTANICAL GARDENS INTEGRATION FUND | 2019 |
| Cwru | Cleveland, OH | $100,249 | ANNUAL FUND | 2017 |
| Cleveland Playhouse | Cleveland, OH | $100,000 | ANNUAL FUND | 2018 |
| Ideastream | Cleveland, OH | $63,547 | FOSTERING COLLABORATION | 2019 |
| Ideastream | Cleveland, OH | $58,000 | FOSTERING COLLABORATION | 2018 |
| Cleveland Playhouse | Cleveland, OH | $53,000 | ANNUAL FUND | 2016 |
| Cleveland Playhouse | Cleveland, OH | $50,315 | ANNUAL FUND | 2017 |
| Cleveland Playhouse | Cleveland, OH | $44,853 | ANNUAL FUND | 2018 |